Access & setup — CasePloy

Before public release

Product privacy overview. The operator’s full privacy notice, contact details and retention schedule must be finalized before public release.

Information in your workspace

Account setup collects your name, work email, firm details and password. Your firm can add client and contact information, intake responses, incident details, medical records, insurance information, case notes, tasks and demand documents.

How the product uses it

CasePloy uses account information to sign you in and connect you to a firm. Case information supports the workflows your firm uses: finding records, assigning work, assembling documents and maintaining case history. A demand template fills only the fields your firm maps or enters.

Firm access and sharing

A workspace has members with assigned roles. Owners and administrators can manage team access and certain review actions. Client intake links accept information for the firm that issued the link. Downloaded documents and packages are under your firm’s control after export.

Cookies and connected services

A session cookie keeps you signed in. Hosting, database, file storage and email services process information needed to operate the workspace. When Google address suggestions are enabled, text entered in the address search is sent to Google to retrieve suggestions. Service providers and operating locations need to be identified in the final notice.

Corrections, access and retention

Contact the law firm handling your matter to correct case information or request access to its records. Firm owners should coordinate account, export and deletion requests with their service contact. Retention periods, backup deletion and applicable request procedures are not yet specified in this overview.

Before public release

Draft product-use terms for review. Operator details, commercial terms and jurisdiction-specific provisions must be completed before these become a public service agreement.

Professional use

CasePloy is a case-management and document-assembly tool for law firms and their authorized users. It does not provide legal representation or determine the merits, value or outcome of a matter.

Your account and team

Use accurate account details, keep sign-in credentials private and invite only authorized teammates. The firm is responsible for deciding who should access its workspace and for reviewing membership when responsibilities change.

Information you add

Only upload information and documents you are authorized to use. Your firm remains responsible for the accuracy of case facts, client permissions and the handling of confidential or sensitive records.

Documents and deadlines

Review every assembled demand, unchanged template passage, amount and exhibit before relying on or delivering it. Proposed dates require verification by your firm. Recording approval or delivery creates a history entry; it does not independently validate the facts or send the demand.

Acceptable use

Do not attempt to access another firm’s information, interfere with the service, bypass access controls or upload malicious content. Use the workspace for legitimate professional activity.

Service and commercial arrangements

Pricing, service commitments, support arrangements, data-processing terms and cancellation conditions need to be agreed separately with the service operator. The homepage lists plan prices. Creating a workspace does not start a paid subscription; payment, service terms and cancellation conditions are confirmed separately.

Can’t sign in?

Use the password-reset link below with the work email on your account. If you belong to more than one firm, sign in first and select the correct workspace.

Joining an existing firm

Ask your firm’s owner or administrator for an invitation. Use that invitation to join their workspace rather than creating a separate firm.

A demand has missing fields

Check the template’s mappings, the selected case and the insurance policy. Complete any custom fields, save the draft, download the Word document and review it before submitting the saved version.

Keeping your formatting

Word templates export as editable Word files. Use Word’s PDF export for a formatted PDF. Package ZIP includes the demand document and the exhibits you selected.

Something isn’t working

Note the page, the action you took and any error shown. Share those details with your firm’s administrator or the support contact provided for your workspace. Leave client names, medical details, passwords and document contents out of an initial issue report.

Reset password Log in

A direct CasePloy support contact has not been published yet. Account membership and case-record requests should go to your firm’s administrator.

1. Create your account

Enter your name, work email, password and firm details. Account creation does not request payment-card information.

2. Set up your firm

Complete the firm setup, invite colleagues and choose the case stages your team uses. If you have an invitation from an existing firm, use that link to join instead.

3. Start your casework

Create a case or share a named intake form. Add the records and responsibilities you need, then bring your own Word templates into the demand workflow.

Plans and pricing

Small Firm is $25, Growth $45 and Practice $65 per user/month. Annual billing saves 20%: $20, $36 or $52 per user/month, billed yearly in USD. See the homepage pricing section for the proposed plan features. Creating an account does not establish a paid subscription or a promise of permanent free access. Review any separate service arrangement before relying on the workspace for firm operations.

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Privacy, in plain language.

Clear responsibilities.
Better work together.

Get back to
the work that matters.

Your firm.
Your workspace.