CaseFunders

CaseFunders is a legal payment and financing platform built for law firms and their clients, addressing affordability barriers at the intake stage and providing ongoing payment infrastructure for client invoices and case-related fees.

Key features and functions include:

Payment Requests and Client Financing
Firms can initiate a payment request during intake or a consultation and send clients a secure link to review available financing options. Clients compare payment plans from participating providers and select an option that fits their needs.

Upfront Funding for Firms
Once a financing application is approved and funded, the firm receives the approved amount upfront while the client repays over time according to the selected provider's terms.

Payment Processing
The platform supports ACH bank transfers and major credit card payments for retainers, client invoices, and ongoing case billing.

Centralized Tracking Dashboard
A dashboard allows firms to track financing applications, approvals, funding confirmations, and payment activity across matters.

Client Payment Portal
Clients can log in to make direct payments, set up payment plans, and interact with the firm's payment workflows in one place.

Trust-Compliant Workflows
Payment and financing workflows are designed to align with law firm trust accounting requirements, with role-based permissions and activity logs for tracking user actions and approvals.