Features

Everything you need.
Nothing you don't.

CaseFill is built around one idea: enter your case data once and never retype it again. It runs entirely in your browser — on your PC, Mac, iPad, or any device — with nothing to install and nothing to update.

Complete Form Library

Over 1,600 Judicial Council forms and more than 5,000 local court forms — all included, organized by practice area. Search by name or number, preview before generating. No regional packages, no add-on fees.

1,600+ Judicial Council forms
Over 5,000 local court forms included
All 58 California counties
Search by form name or number
Preview any form before generating

Automatic Updates

When the Judicial Council revises a form, CaseFill updates automatically — no calls to request an update, no downloads, no wondering if you have the latest version. Every time you open a form, it's the current revision.

Updates automatically when revisions are released
No action needed on your end
Revision date visible on every form
Never file an outdated form again

Smart Auto-Fill

Set up your matter with party information, case details, court, and attorney of record — once. Every form you generate pulls from that record. No retyping, no copy-paste, no transposition errors. Update a detail and it flows through your entire case.

Attorney name, bar number, and firm address
All party names and addresses
Case number, court, and county
Change once — updates everywhere

Favorites, Packets & Organization

Favorite the forms you use most so they're always one click away. Build form packets for common filings and generate the entire set at once. Favorite matters, archive completed ones, and control visibility — share firm-wide, keep to your team, or set as private.

Favorite forms and matters
Save and reuse form packets
Archive closed matters
Share, team-only, or private visibility

Bring your data with you.

Import your existing matters and contacts from any practice management software — Clio, MyCase, PracticePanther, Rocket Matter, or Smokeball. Upload a CSV or Excel file, map your columns with smart field matching, preview your data, and import in minutes. Export matters and contacts anytime with selective export — pick all or just the ones you need.

Import matters and contacts from CSV or XLSX
Smart column matching — works with any CRM export
Preview before importing
Export all or selected records anytime
Compatible with Clio, MyCase, PracticePanther, Rocket Matter, Smokeball

Stay in the loop.

Get notified when a team member sends a form for review, adds you to a matter, or completes a document. Notifications appear instantly — no page refresh needed. View your full notification history, mark as read, or clear in bulk.

Real-time notifications — no refresh needed
Full notification history
Mark as read or clear in bulk

See the work. Track the output.

View firm-wide stats, track time by matter, and review a complete audit trail of every form generated, downloaded, and shared. Export reports to CSV for your records.

Firm-wide form generation stats
Time tracking by matter
Full audit trail
Export reports to CSV

Team Collaboration

Your whole firm on one platform. Everyone works from the same matter record — no version confusion, no emailed PDFs. Send any form to a team member for review before downloading. Control matter visibility — share firm-wide, limit to your team, or keep private — with permissions set per matter. Review notifications appear in real time. Digital signatures, document history, and a full audit trail are built into every plan.

Send any form to a team member for review before downloading
Control matter visibility — firm-wide, team-only, or private
Set permissions per matter
Review notifications in real time
Digital attorney signature on any form
Full activity log and audit trail
Mac, PC, tablet — any device, any browser

Answers inside the app.

In-app Help Center with searchable articles across seven categories — get answers without leaving CaseFill.

Searchable help articles in seven categories
No need to leave CaseFill to learn a feature

See every feature, free for 14 days.

No commitment. Cancel any time.

All features from day one
Cancel any time
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