Not another Clio. Your firm’s own system.

Yes. Casekeep is a lifetime license with one payment and no subscription: $499 with one seat, and $99 for each extra seat, a firm of 10 to 20 people pays $1,390 in total, and a firm of more than 20 contacts us for its price. If you host it yourself on your own accounts, you pay those providers directly (the database runs on Supabase, which has a free plan to start). If you would rather we host it, that is an optional $29 a month, which comes with our $79 setup.

Yes. Turn it into an app on your iPhone or Android phone: it sits on your home screen with its own icon, with nothing to download from an app store. Open your Casekeep address on your phone and add it to your home screen. With My firm, shared, every phone and computer shows the same matters, time and invoices.

Yes. Who hosts it is your choice. Host it yourself and you get the complete system and a setup guide: run it on one computer with no setup, as a shared system for your firm on your own free Supabase database (about 15 minutes), or on your own server. The files can go on any static host, such as Vercel, Netlify or Cloudflare Pages. Or choose our hosting at checkout and we run it for you.

When you run it yourself, your data sits in your own database account, not ours, so we never hold your client files. When we host it, we run the system and its database for you with SSL and backups, and you can export everything any time. Either way, the shared setup uses sign-in, four roles, matter level permissions enforced by the database, and an audit log. You control who has access. On your own hosting, backups come from your database provider (Supabase backs up daily on its paid plans). No system on the internet can be promised to be completely secure, and you remain responsible for your own professional and regulatory requirements.

The price includes one seat, meaning one person who signs in. Each extra seat is $99, paid once. A three person firm pays $499 plus two seats, $697 in total. A firm of 10 to 20 people pays $1,390 in total. More than 20 people? Contact us and we set up your firm. When you click Buy, choose how many people will sign in and the extra seats are added before you pay.

Yes, it is fully customizable through our Customize service. The code is delivered protected, so changes come from us. We tailor it for an added charge: your own fields and screens, the way your firm runs intake or billing, your branding, or connections like Stripe, LawPay, QuickBooks, Outlook and Google Drive. We quote the work before we start, and it is not included in the purchase price. We can change it any time, even months after you buy, and this is separate from upgrading to a new version. For ongoing changes, Care Plus and Care Max include up to 2 or 5 hours of work a month.

The system imports clients, contacts, matters and time entries from CSV files, which most practice software can export. You match the columns, check a preview, then import. Rows with problems are skipped and listed, and rows already in the system are not imported again. You can also export your clients, contacts and matters to CSV at any time, so your data is never locked in. Want us to do it? Our Move-In package, priced by firm size and quoted first, installs the system, imports your clients and matters with a written count check that every record arrived, trains your team in one live session and hands it over. Your current system keeps running until you switch.

For $29 a month we run the system and its database for you, with SSL and backups. Hosting comes with our $79 setup, so we put it online for you. Your firm owns its data, and you can export it any time. If you later want to run it yourself, we send you a full export to move to your own accounts.

Export your data any time before your plan ends. For 30 days after it ends, ask us and we send you a full export. Then we delete it, and deleted data cannot be recovered. Lawyers usually must keep trust account records for several years, so export your trust ledgers and reconciliations before the plan ends.

Yes, as long as the system runs on Vercel, Supabase and GitHub, so we can service it. If yours runs somewhere else, we help you move it over first, quoted before we start.

New versions come out as we improve the system, and each one is numbered automatically. Your copy stays on the version you buy and keeps working as it is, so you never have to upgrade. To move to the latest version, come to us: $29 with instructions to install it yourself, or $79 and we install it for you. With a Care plan, new versions are included and we install them.

If you host it yourself, we cannot see it: we only see what you share when you ask for help with setup or Care. If we host it, our team can reach the database to keep it running, and looks at your data only when that is needed or when you ask for help. We keep client information confidential.