Casivo automatically captures emails, tracks deadlines, organizes documents, and keeps your team aligned — without manual work or missed steps.
Switch from Clio, MyCase, or CASEpeer in under 10 minutes.
30-day free trial · Not charged for 30 days · Cancel anytime
The #1 reason firms stay on a CRM they hate is the data. Casivo AI handles the entire migration — columns, attorneys, documents, and all.
Download your contacts and matters CSVs from Clio, MyCase, CASEpeer, or any system. Takes 2 minutes.
Drop your files. AI reads your column headers and matches them to Casivo fields automatically — no manual mapping needed.
See a preview before anything is created. For Clio, match your attorney names to your team. Then import.
Drop your exported document files. AI links each one to the right client and case, then syncs to your Drive.
Clio's export splits contacts and matters into two separate files. Casivo reads both, links your cases to the right clients, and resolves attorney names to your team — automatically.
Migrate from Clio freeContacts CSV
clients, names, contact info
Matters CSV
cases, dates, assigned attorneys
Attorney name resolution
match Clio names → your Casivo users
Document import
AI links files to the right client & case
Drive sync
organized into Casivo/Clients/[Name]/
Also works with MyCase, CASEpeer, Filevine, PracticePanther, Smokeball, Excel — or any CSV export.
Most CRMs lock your documents in their servers. Casivo saves everything to your firm's own Google Drive or OneDrive — organized by client, accessible forever, even if you ever leave.
Templates saved to Drive
Retainers, demand letters, medical auths — stored in your own Casivo/Templates/ folder.
Documents organized by client
Every file goes to Casivo/Clients/[Name]/ — not a flat dump. Find anything in seconds.
AI Drive Organizer
Already have files scattered in Drive? One click — AI scans, matches to clients, and moves everything into the right folder.
Your Google Drive / OneDrive
Your data. Your Drive. Always accessible.
Every feature removes a source of admin work, missed steps, or team confusion — for good.
Every email is logged to the right case instantly. No CC addresses. No manual filing. Nothing falls through the cracks.
Email attachments, uploaded documents, and files from Google Drive or OneDrive are automatically stored to the right case.
SOL dates are monitored in real time, with alerts that surface high-risk cases before anything is missed.
Know exactly what's happening across every case — without chasing your team for updates.
Attorneys, paralegals, and staff see exactly what they need — no confusion, no duplicate work.
Run instant conflict checks before opening a case — protect your firm without slowing intake.
Clients get a secure portal to track their case, send messages, upload files, and sign retainers from their phone. No chasing.
Log wage loss, vehicle damage, liens, and costs per case. Casivo auto-calculates your closing statement when you settle.
Firm-wide directories for experts and carriers — assign them to cases in seconds instead of hunting through emails.
Casivo sits at the center of every case, automatically connecting each stage — from first call to final settlement.
One platform that sits at the center of every PI case, connecting your client's journey from first call to final verdict.
Car Accident
Collision or injury occurs
Medical Care
Treatment & injury documentation
PI Attorney
Legal representation begins
Casivo
Centralized case management
Settlement
Maximum recovery achieved
30 days
Free trial, card required
5 min
Setup time
SOC 2 Infra
Neon · Vercel · Google · Microsoft
Casivo AI reads your medical records, drafts your demand letters, and surfaces what needs attention — so your team spends time on strategy, not paperwork.
Included on Team and Firm plans.
Upload hundreds of pages of medical records. Casivo AI delivers a clean chronological treatment timeline in seconds — diagnoses, providers, gaps, and all.
Casivo AI pulls case facts, injury details, medical costs, and lost wages already in Casivo and drafts a complete demand letter. You review and send.
Every synced email is read by Casivo AI, which flags what needs action, extracts key dates, and identifies whether it's from an adjuster, provider, or opposing counsel.
Upload a police report, insurance letter, or bill and Casivo AI automatically extracts the key data — policy limits, liability admissions, treatment dates, amounts.
One click. Casivo AI reviews everything on a case and gives you a concise brief: what's happened, what's outstanding, and what to do next.
Based on injury type, treatment duration, and liability facts already in the case, Casivo AI gives you a suggested demand range with reasoning.
Describe the document you need in plain English — retainer, HIPAA auth, medical release — and Casivo AI builds a complete template with your firm's variables.
Already have documents scattered across Drive? Casivo AI scans everything, matches files to clients and cases by filename, and moves them into the right folders.
Real-time firm health dashboard — open cases, overdue tasks, upcoming SOLs, recent activity. Zero AI tokens. Instant. Always on.
“We cut our admin time in half within weeks. The Gmail sync alone saves us an hour a day.”
Maria R.
Managing Attorney, Miami PI Firm
“SOL alerts have saved us from missing deadlines twice already. Worth every penny.”
James T.
Personal Injury Attorney, Orlando
“Finally a case management tool that doesn't feel like it was built in 2005.”
Sandra L.
Solo Practitioner, Tampa
One system replaces your spreadsheets, email tracking, and manual follow-ups.
All plans include unlimited cases, clients, and document storage.
✓ Every feature included on every plan — the only difference is team size and AI access.
Solo
1 user
Perfect for solo practitioners
or $52/mo billed annually
Team
✦ Casivo AIUp to 5 users
Perfect for growing firms
or $133/mo billed annually
Firm
✦ Casivo AIUp to 10 users
+$30/seat after 10 users
or $265/mo billed annually
Start your free 30-day trial. Card required, not charged for 30 days.
Switch from Clio or any CRM in under 10 minutes — your data comes with you.
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