LucidIQ
LucidIQ is a Dallas-based software company founded in 1999 that develops CaseManagerPro, a cloud-based legal case and matter management SaaS platform serving enterprise law firms and corporate legal departments, with deep specialization in mass tort, MDL, and complex litigation.
- Company typePrivate
- Founded1999
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What LucidIQ does
LucidIQ is a privately held software company headquartered in Dallas, Texas, founded in 1999 by a team of engineers from Raytheon Corporation. It develops and markets CaseManagerPro, a cloud-based (SaaS) legal case and matter management platform designed for law firms and corporate legal departments with specialized capability for mass tort, multidistrict litigation (MDL), class action, and products liability cases. The platform was the first commercial case management SaaS launched in 2003, built on a SQL Server backend with a fully browser-based user interface and is currently in its third generation.
The CaseManagerPro platform provides centralized case, document, contact, calendar, communication, and financial management, along with proprietary features including Dynamic Intake Templates, Automated CMP Agents, a workflow engine, role-based security, and Zero Click Reporting. It integrates natively with Microsoft Outlook, Exchange, and Office, as well as docketing, accounting, document management, records retrieval, and e-filing applications. Deployment options include cloud-hosted SaaS (LucidIQ-managed in ISO 27001/2-compliant, Gartner-rated U.S. data centers), on-premise installation, and third-party cloud hosting via an IaaS partner (Evolver).
LucidIQ generates revenue through monthly SaaS subscriptions priced at $60 per user or less, one-time on-premise licensing with annual maintenance, and professional services for implementation, customization, training, and consulting. Its go-to-market combines direct enterprise sales targeting mass tort/MDL and complex litigation practices, a partner program for hosting and services resellers, and event-driven marketing at industry conferences such as ILTACON, Legal Tech NY, and Mass Torts Made Perfect (MTMP). Named customers include Reed Smith, Hunton & Williams, Womble Carlyle Sandridge & Rice, McDermott Will & Emery, and Aylstock, Witkin, Kries & Overholtz. Leadership includes Richard Spies (President & CEO, joined 2000), Kevin Ames (Co-Founder, CTO/COO), Darren Shultz (CTO), and Charles Cole (Director of Client Engagement).
LucidIQ firmographics
Firmographics- Name
- LucidIQ
- Legal name
- Lucid IQ
- Website
- https://lucidiq.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- LucidIQ is a Dallas-based software company founded in 1999 that develops CaseManagerPro, a cloud-based legal case and matter management SaaS platform serving enterprise law firms and corporate legal departments, with deep specialization in mass tort, MDL, and complex litigation.
- Ownership category
- akta.pro rank
LucidIQ industry classification
Industry- Product category
- Legal Case Management Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Legal Practice Management & Case Management (BPAEAPAC)
- akta.pro secondary industry
- Process & Case Management Low-Code Platforms (HDAEAKAE)
Keywords
Where LucidIQ is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LucidIQ business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Monthly subscription-based pricing at $60 per month or less, per user. Includes cloud-hosted access to CaseManagerPro with all features and functionality.
- On-Premise Licensing: One-time licensing fees for local installation, followed by smaller maintenance charges in subsequent years. Available for organizations with existing IT infrastructure.
- Professional Services: Additional services including implementation, customization, training, and consulting offered at hourly rates or through purchase of blocks of hours.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard SaaS subscription per user |
| Subscription | Annual | Annual subscription option |
| One time/ perpetual license | Multi-year contract | On-premise one-time license |
| Other | Pay-as-you-go | Professional services (implementation, customization, training) |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels12 records
LucidIQ product offering
Product offeringCore offering
LucidIQ develops and sells CaseManagerPro, a cloud-based (SaaS) legal case and matter management platform built on a SQL Server backend, designed for law firms and corporate legal departments handling high-volume complex litigation such as mass tort, multidistrict litigation (MDL), class actions, and products liability matters. The platform centralizes document management, workflow automation, contact and calendar management, billing, and customized reporting, and is offered via SaaS, on-premise, or third-party hosted deployment. Complementary professional services (implementation, customization, training, help desk support, and consulting) are sold alongside the software to onboard and tailor the platform per client.
Product overview
LucidIQ offers CaseManagerPro as its core cloud-based legal case management platform, with deployment options including SaaS (cloud-hosted by LucidIQ or third-party data center), on-premise installation, or client-controlled hosting. The platform supports law firms of all sizes and corporate legal departments, with specialized capabilities for complex litigation including mass tort and multidistrict litigation. Professional services including implementation, customization, training, and help desk support are available as complementary offerings to support the core software.
Differentiator
Problem solved
Functional benefit
Brands
- CaseManagerPro: Cloud-based legal case and matter management software designed for law firms, supporting mass tort, MDL, and complex litigation management.
Products and services
- CaseManagerPro Cloud-based (SaaS) legal case and matter management platform for law firms and corporate legal departments, providing centralized document management, workflow automation, contact management, calendar tracking, financial management, reporting, and Microsoft Outlook/Exchange/Office integration. Specialized for mass tort, multidistrict litigation (MDL), class action, and products liability matters, with deployment options including cloud-hosted SaaS, on-premise installation, and third-party hosting.
- Professional Services for CaseManagerPro Bundled implementation, customization, training, help desk support, and consulting services sold alongside CaseManagerPro, billed at hourly rates or in blocks of hours, to onboard and tailor the platform to each firm's specific litigation workflows.
Quantifiable outcome
- Expense tracking and billing features optimize the bottom line
- +3 more outcomes
Companies that use LucidIQ
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles4 records
LucidIQ technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature9 records
LucidIQ partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Gartner-Rated Data CenterscoreLucid IQ's servers physically reside in data centers owned by one of the top-rated operators of such facilities in the U.S. (Gartner-rated). Data centers follow ISO 27001/2-based policies.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
LucidIQ competitors and assessment
Company assessmentBroad incumbents
- Aderant: Established legal practice management and financial management platform serving large law firms globally; competes with CMP for enterprise law firm budgets but with broader portfolio of products.
- iManage: Enterprise document and knowledge management platform for law firms; competes as part of firm-wide technology stacks where CMP is also deployed as the case management layer.
- Elite 3E (Thomson Reuters): Industry-standard practice and financial management system for AmLaw firms; competes for firm-wide technology budgets even though CMP focuses on the case management layer.
Others
- NetDocuments: Cloud-based document management system widely used by law firms; complementary rather than directly competing, but increasingly the platform layer on top of which case management tools integrate.
Emerging players
- Clio: Leading cloud-native legal practice management SaaS serving thousands of law firms; an adjacent competitor pushing the bar on cloud UX, though focused more on small/mid-market than mass tort.
Direct peers
- Litify: Legal case management platform built on Salesforce for plaintiff law firms handling mass tort and high-volume litigation; comparable product category and target segment.
- SmartAdvocate: Direct competitor offering case management software purpose-built for plaintiff mass tort and personal injury law firms — closest direct peer to CMP's specialization and buyer profile.
- Needles: Long-standing case management system for plaintiff personal injury and mass tort firms; long-tenured direct competitor in the same niche as CMP.
- TrialWorks: Plaintiff-focused legal case management software used by mass tort, personal injury, and complex litigation firms — same use case, overlap with CMP's primary segment.
- Tabs3: Practice management suite including case management, billing, and accounting frequently used by small to mid-sized plaintiff firms — adjacent direct competitor at the practice management layer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
LucidIQ social profiles
Digital presenceLucidIQ compliance and trust
Trust signalCompliance1 record
LucidIQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
LucidIQ leadership team
Management profileNumber of profiles
Profiles4 records
LucidIQ funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LucidIQ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LucidIQ
What does LucidIQ do?
LucidIQ develops and sells CaseManagerPro, a cloud-based (SaaS) legal case and matter management platform built on a SQL Server backend, designed for law firms and corporate legal departments handling high-volume complex litigation such as mass tort, multidistrict litigation (MDL), class actions, and products liability matters. The platform centralizes document management, workflow automation, contact and calendar management, billing, and customized reporting, and is offered via SaaS, on-premise, or third-party hosted deployment. Complementary professional services (implementation, customization, training, help desk support, and consulting) are sold alongside the software to onboard and tailor the platform per client.
Is LucidIQ a public or private company?
LucidIQ is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was LucidIQ founded?
LucidIQ was founded in 1999. It employs 1 to 10 people.
Where is LucidIQ based?
LucidIQ is headquartered in Dallas, United States, in the North America region.
How does LucidIQ make money?
Three revenue lines are on record. SaaS Subscription is the primary driver. The others are on-Premise Licensing and professional Services.
Who are LucidIQ's main competitors?
Broad incumbents on record are Aderant, iManage and Elite 3E (Thomson Reuters). NetDocuments is listed as an others. Clio is listed as an emerging player. Direct peers are Litify, SmartAdvocate, Needles, TrialWorks and Tabs3.
Does LucidIQ have an API?
No public API is recorded for LucidIQ.
What industry is LucidIQ in?
LucidIQ's product category is Legal Case Management Software. Its primary akta.pro industry code is BPAEAPAC, Legal Practice Management & Case Management, with a secondary code of HDAEAKAE, Process & Case Management Low-Code Platforms. Its NAICS code is 5132 and its SIC code is 7372.