Get your clients the funding they need in just a few simple steps. Our platform connects attorneys and clients with trusted funding partners quickly and securely.
For hourly-billed matters with
upfront retainers and ongoing fees.
The firm initiates a request in the CaseFunders desktop app and enters basic matter details.
CaseFunders sends the client a secure link by email or text to access their options—branded to your firm.
The client opens the secure link and accepts the required terms to continue. Viewing available payment options does not impact the client's credit score.
Available options appear in real time. The client compares terms and chooses what fits their budget.
Funds are deposited to the firm's designated account. Both firm and client can track payment status and history.
A streamlined experience on both sides of the process.
CaseFunders is designed to support ongoing firm–client financial interactions.
Client portal for ongoing payments and updates
Firm oversight across activity, outcomes, and confirmations
Automated reminders with resume-ready applications
Trust-ready reporting for reconciliation and operations
Get a practical walkthrough of the firm workflow, client experience, and trust-compliant payment processing.
