CaseBridge is a legal automation platform. The company builds structured workflow software for legal practice areas where manual processes, inconsistent preparation, and compliance exposure create the most operational risk. The first product is the CaseBridge Debtor Suite, which handles the preparation of Chapter 7 and Chapter 13 bankruptcy filings from guided intake through court-ready document generation. The platform captures debtor information through a structured workflow, distributes that data automatically across all required schedules and forms, validates the output for consistency and completeness, and generates a filing-ready petition packet the attorney can review before downloading. Everything happens inside one system with no software to install and no data re-entry across forms. The Creditor Suite, Litigation Suite, Corporate Suite, and additional practice area suites follow on a defined release roadmap. Each suite is built to the same architectural standard, meaning the compliance safeguards, workflow consistency, and document generation principles that define the Debtor Suite carry through every product CaseBridge releases.

Most bankruptcy software was built to handle the filing. The CaseBridge Debtor Suite was built to handle everything before the filing, which is where the actual workflow breaks down for most practices. The structural difference is in the compliance architecture. The Debtor Suite enforces attorney of record on every matter at the system level, meaning no filing workflow can proceed without an active, verified attorney assigned. Every document the system generates carries the correct attorney signature and attribution automatically. The workflow is tied back to current bankruptcy law and validates against it before generation. These are not features the user configures. They are the structure of the system and they cannot be bypassed. No other bankruptcy software currently offers this architecture. As additional CaseBridge suites launch, the same compliance-first architectural approach applies to each practice area, meaning firms that adopt CaseBridge for bankruptcy will find the same structural integrity when they expand into litigation, corporate, or creditor-side work.

Yes. The CaseBridge Debtor Suite supports both Chapter 7 and Chapter 13 intake and document generation in V1. Chapter 11 support is planned for a future Debtor Suite release. The platform automatically adapts the workflow, forms, and validation rules based on the chapter type selected at the start of each matter. For firms that also handle creditor-side work, the CaseBridge Creditor Suite is on the release roadmap and founding firms receive grandfathered pricing when it launches.

Each tier includes a defined number of users. The Lite tier includes up to two users. The Core tier includes up to five users. The Premium tier includes up to ten users. Additional users can be added at the per-user rates listed on the pricing page. Each user has their own account credentials, and all user actions on matters are logged individually for audit purposes. The attorney of record for each matter must be an active, registered attorney with a verified attorney profile in the system.

The workflow is designed for exactly this. The paralegal completes the intake and document generation workflow. The attorney of record reviews the generated filing packet directly in the system, where the PDF renders inline for visual inspection before download. The attorney can review every page of the petition before committing to the download. Once reviewed and downloaded, the filing is ready for submission. The system maintains a complete audit trail of who prepared the matter, when, and what the attorney of record reviewed and approved.

CaseBridge is cloud-based and accessible from any device with a browser. No software installation is required. The platform is optimized for desktop use during the intake workflow, as the data entry process is designed for keyboard input rather than touchscreen. Mobile access is supported for reviewing matters, checking filing status, and accessing the dashboard.

Most firms are fully operational within one session. After enrollment, you receive an onboarding guide covering account setup, attorney profile configuration, and a walkthrough of the intake workflow for a first matter. The guided intake itself walks every user through exactly what to enter and when, so there is no learning curve that requires prior training. Your newest hire and your most experienced paralegal can both use the platform correctly from the first matter.

No migration is required. CaseBridge does not import historical matter data from other platforms. Each new matter is created fresh in CaseBridge starting from the intake workflow. Firms typically run their first few matters in CaseBridge in parallel with their existing system until the team is comfortable, then transition fully. There is no technical migration process and no migration fees.

Founding firms receive priority email support with a response commitment of under 24 hours for most inquiries. All support is handled through email, which means you have a written record of every exchange. For issues that require technical investigation, our team follows up with detailed responses rather than generic guidance. You will never be directed to a help center article as the only response to a specific problem.

Every field, entry, and change in CaseBridge is saved automatically and continuously as the user works. There is no save button and no risk of losing work if the browser closes unexpectedly, the session times out, or the computer restarts. When a user returns to a matter after any interruption, the system opens exactly where they left off with all previously entered data intact. This applies across every screen and every section of the platform, not just the primary intake workflow.

The Founding Firms Program offers 10 firms the opportunity to enroll at 20 percent below standard pricing, locked for five years. Founding firms also receive early access before the broader market launch, direct input into the product roadmap, and priority onboarding and support. The program is selection-based rather than first-come-first-served, and acceptance is determined after application review. Once 10 firms are accepted, the program closes permanently and those terms are never offered again.

Annual billing is required for all founding firm enrollments without exception. The five-year price lock is extended in exchange for the annual commitment, and this is not negotiable. Standard plan pricing after the founding program closes will include a monthly billing option at a higher per-month rate than the annual plan.

Founding firm pricing is grandfathered across every suite CaseBridge releases. CaseBridge is a legal automation platform with a full roadmap of practice area suites beyond the Debtor Suite. When the Creditor Suite launches, founding firms receive access at the same 20 percent discount applied to Creditor Suite standard pricing. The same applies to the Litigation Suite, Corporate Suite, Real Estate Power Suite, and all future releases. You are not paying founding pricing on the Debtor Suite only. You are locking in founding pricing on the entire CaseBridge legal automation platform as it grows. For firms that handle multiple practice areas, this is one of the most significant long-term financial advantages of founding firm status.

Annual billing commits you to the current billing year. If you choose not to renew at the end of the year, you can cancel at renewal without penalty. There are no long-term contracts beyond the current billing year and no cancellation fees. The five-year price lock is a floor on your pricing, meaning your rate cannot increase during those five years, but it does not obligate you to renew each year. You simply do not renew at the end of any billing year you choose to exit.

Yes. All matter data, generated documents, and structured records are exportable in standard formats at any time. Documents export as PDFs. Structured data exports as CSV or JSON. You can request a full export of your firm's data at any point during your subscription. Upon account termination, you have 90 days to complete your export before data is removed from our systems.

All CaseBridge data is hosted on Amazon Web Services infrastructure located within United States-based regions. No customer data is stored outside the United States. AWS maintains enterprise-grade physical and network security and holds globally recognized certifications including SOC 2 and ISO 27001.

CaseBridge personnel do not access customer legal matter data except when a customer explicitly requests technical support and provides permission for that access. All such access is logged and controlled. Your client data belongs to your firm. CaseBridge does not use it, share it, sell it, or access it for any purpose other than operating the platform on your behalf.

Social Security numbers required for bankruptcy filings are encrypted at rest with separate key management, masked in the user interface by default, and never included in system logs or analytics. Access to unmasked values is controlled and logged at the user level. The platform follows the SSN redaction conventions required by federal bankruptcy filing rules in all generated documents.

Multi-factor authentication support is planned for an upcoming release and will be available to all customers upon rollout. Current authentication includes secure password requirements and encrypted login sessions with automatic expiration on inactivity.

Yes. All matter data, generated documents, and structured records are exportable in standard formats at any time. Documents export as PDFs. Structured data exports as CSV or JSON. You can request a full export of your firm's data at any point during your subscription. Upon account termination, you have 90 days to complete your export before data is removed from our systems.