CaseMax
CaseMax provides transaction-based case management software for US mortgage servicing and collections law firms, built on a BPM workflow engine with 40+ pre-configured integrations to investor, court, and mail systems. The platform is now expanding into title services and AI-augmented document automation.
- Company typePrivate
- Founded2001
- HeadquartersOverland Park, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CaseMax does
CaseMax is a US-based vertical case management software company, founded in 2001 and headquartered in Overland Park, Kansas, that builds workflow and automation systems specifically for mortgage servicing and collections law firms. Its core product, the CaseMax Case Management System, runs on Microsoft Windows Server infrastructure and is powered by a proprietary Business Process Management (BPM) workflow engine that supports complex role and task assignment, editable process maps, and customizable rules. The platform is complemented by over 40 pre-configured integrations covering the operational stack of a default-servicing law firm: LoanSphere/Black Knight for document and bill exchange, ADR (Freddie Mac) and DMRS (Fannie Mae) for investor milestone reporting, CourtDrive and CourtAPI for PACER and military searches, CSC for e-recording, USPS for certified mail, NPL Manager for referrals, plus process servers (ProVest, Aristocrat, Process Server's Toolbox, Firefly) and title vendors (ProTitle, RedVision, Fidelity). The product portfolio also includes a Collections Module, an integrated Billing System, and the HelpIQ AI-powered support knowledge base, with newer AI-augmented add-ons delivered through integrations with Glyphic (Legal Description Extraction) and Blackmarker (automated redaction).
CaseMax makes money primarily through transaction-based licensing, where fees are tied to Business Process Transactions (created when a firm receives a request to complete work for a client) rather than to headcount or seat count, with maintenance included in the license fee. Revenue is augmented by professional services (Rapid, In-Depth, or Hybrid implementation), transaction-based pass-through fees for integrated AI services such as Glyphic and Blackmarker, and bi-annual Boot Camp training events with paid sponsorship tiers. The company sells through an enterprise field-sales motion targeting creditors' rights, mortgage default servicing, and collections law firms across the United States, supported by an active user community (Case Maxters), USFN industry event presence, and an annual in-person training program. CaseMax has been operating for over 15 years and has expanded into adjacent segments such as title services (via Voyager Title and TSC partnerships) and bankruptcy e-filing (via Provana's IPERFORM ECC).
CaseMax firmographics
Firmographics- Name
- CaseMax
- Legal name
- CaseMax
- Website
- https://casemax.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CaseMax provides transaction-based case management software for US mortgage servicing and collections law firms, built on a BPM workflow engine with 40+ pre-configured integrations to investor, court, and mail systems. The platform is now expanding into title services and AI-augmented document automation.
- Ownership category
- akta.pro rank
Where CaseMax is headquartered
LocationHeadquarters
- HQ city
- Overland Park
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CaseMax business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Licensing: CaseMax licensing is based on Business Process Transactions rather than number of users or firm employees. A Business Process Transaction is created when the firm receives a request to complete work for a client. This transactional pricing model aligns CaseMax's success with firm productivity.
- Maintenance: Maintenance fees are included in the license fee - no additional maintenance costs. Software updates, OS/browser accommodations, security features, and enhancements for changing business/client/investor regulations are all covered.
- Implementation Services: Professional implementation services including discovery, analysis, design, installation, configuration, custom modifications, testing, and training. Options include Rapid Implementation (standard), In-Depth (comprehensive gap analysis), and Hybrid approaches.
- Glyphic LDE Integration: Legal Description Extraction offered as a transaction-based service with no minimum requirements, passed through on monthly CaseMax invoice.
- Blackmarker Redaction: AI-powered redaction integration offered on a transaction-based fee with special CaseMax pricing, passed through on monthly invoice.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Monthly | Transaction-based licensing model |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
CaseMax product offering
Product offeringCore offering
CaseMax develops a case management system specifically built for mortgage default servicing and collections law firms. The platform provides intelligent workflows, automation, document generation, tracking, reporting, role-based access controls, and over 40 pre-configured integrations with industry platforms like LoanSphere, ADR, and DMRS. The system is available in cloud or on-premise deployment and includes a supercharged workflow engine utilizing Business Process Management (BPM) for complex role and task assignment across judicial and non-judicial states.
Product overview
CaseMax is a case management system built specifically for mortgage default loan servicing and collections law firms. The core platform, CaseMax Case Management System, serves as a unified system for managing default loan cases with intelligent workflows, document generation, reporting, and role-based access controls. The system is offered in cloud or on-premise deployment and includes a supercharged workflow engine built on Business Process Management (BPM) principles. The product portfolio includes the core CaseMax platform plus the Collections Module (for unsecured debt collections), an integrated Billing System, HelpIQ (AI-powered support knowledge base), and over 40 pre-configured integrations covering referrals, document exchange, milestone tracking, billing, e-recording, court searches, title services, process serving, publication, and sale attendance. Notable AI-powered add-ons include the Glyphic LDE (Legal Description Extraction) integration and the Blackmarker AI Redaction integration, both offered as transaction-based services. CaseMax also offers structured implementation programs (Rapid, In-Depth, and Hybrid), and hosts bi-annual CaseMax Boot Camp training events for users.
Differentiator
Problem solved
Functional benefit
Products and services
- CaseMax Case Management System
Quantifiable outcome
- Document upload saves ~$2,071/month per large firm
- +4 more outcomes
Companies that use CaseMax
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles3 records
CaseMax technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration38 records
AI capability5 records
Feature8 records
CaseMax partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered strategic and core.
- Voyager TitlestrategicPartnership with Voyager Title to enhance service delivery as they expand into Kansas, Missouri, and Virginia. Demonstrates CaseMax's flexibility beyond traditional law firm applications into title service sector.
- Title Services Corporation (TSC)strategicIowa-based title product company partnership. TSC implemented a title company version of CaseMax, creating the first CaseMax to CaseMax integration directly from Title Services' platform to the law firm's system.
- ProvanacorePartnership with Provana for bankruptcy e-filing automation. IPERFORM ECC integration enables fully automated solution for bankruptcy e-filing designed to minimize errors and accelerate submission times.
- LoanSphere (Black Knight)coreDirect integration with LoanSphere for document upload and bill upload. CaseMax offers approximately 75 transaction types for reporting services and vendor data destinations. Direct integration costs about half as much as third-party integration options.
- ADR (for Freddie Mac)coreIntegration for milestone completion and forforecasting with ADR, the investor website for Freddie Mac.
- DMRS (for Fannie Mae)coreIntegration for investor websites connecting to DMRS for Fannie Mae milestone completion and forforecasting.
- CourtDrivecorePACER searches integration through CourtAPI, maintaining pacer credentials for each client so credentials are not passed in transactions.
- CSCcoreE-recording integration with CSC providing national footprint for electronic document recording.
- GlyphiccoreGlyphic LDE (Legal Description Extraction) integration using AI to automatically extract legal descriptions from security instruments and return text to CaseFile. Developed in less than 90 days from concept to beta.
- BlackmarkercoreAI-powered automated redaction integration that is 8x faster than manual redaction with 99% accuracy rate and $0 labor cost. Available on transaction-based pricing with special CaseMax rates.
- ICE (Formerly BKFS)coreIntegration with Black Knight Financial Services (BKFS) now part of ICE, for comprehensive data exchange and transaction processing.
Scale indicators11 records
Recent moves6 records
Expansion highlights5 records
CaseMax competitors and assessment
Company assessmentDirect peers
- Clio: Clio is a leading cloud-based legal practice management platform serving law firms of all sizes. While it covers a broader set of practice areas than CaseMax, it competes directly in the same legal case management category with workflow, document automation, and integration capabilities.
- Litify: Litify is a legal case management platform built on Salesforce for law firms and legal departments managing high-volume, matter-centric workflows. It is comparable to CaseMax as a configurable practice management system with workflow automation and integrations.
- Filevine: Filevine is a legal case management platform focused on workflow automation, document management, and AI-powered features. It is directly comparable to CaseMax's BPM-driven workflow engine and document automation capabilities.
- MyCase: MyCase is a widely used legal practice management suite for small and mid-sized law firms. It overlaps with CaseMax in case management, document automation, and client communication, though targeting a broader practice-area mix.
- PracticePanther: PracticePanther offers legal practice management and case management software for law firms with workflow, billing, and document features. It competes in the same core category as CaseMax, primarily for small and mid-sized firms.
- SmartAdvocate: SmartAdvocate is a case management system built specifically for personal injury and mass tort law firms. It shares CaseMax's niche-vertical approach to legal case management with workflow and document automation.
Broad incumbents
- Needles (LexisNexis): Needles is a case management system for plaintiff law firms, now part of LexisNexis. It serves a similar matter-management workload with timeline, document, and workflow features comparable to CaseMax's case file automation.
- iManage: iManage is an enterprise document and email management platform purpose-built for legal. While more focused on documents than full case management, it serves the same regulated law firm customer base that CaseMax targets.
- Wolters Kluwer Tractice: Wolters Kluwer offers a portfolio of legal practice management and compliance tools that compete in adjacent areas of case workflow, document automation, and entity management for law firms and legal departments.
- Black Knight / ICE Mortgage Technology: ICE Mortgage Technology (formerly Black Knight Financial Services) provides LoanSphere and adjacent mortgage servicing platforms. It is comparable as a stakeholder in the default servicing workflow that CaseMax integrates with, and could expand into adjacent case management capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
CaseMax social profiles
Digital presenceCaseMax financial estimates
Financial estimateRevenue estimate
Valuation estimate
CaseMax leadership team
Management profileNumber of profiles
Profiles4 records
CaseMax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CaseMax 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 CaseMax
What does CaseMax do?
CaseMax develops a case management system specifically built for mortgage default servicing and collections law firms. The platform provides intelligent workflows, automation, document generation, tracking, reporting, role-based access controls, and over 40 pre-configured integrations with industry platforms like LoanSphere, ADR, and DMRS. The system is available in cloud or on-premise deployment and includes a supercharged workflow engine utilizing Business Process Management (BPM) for complex role and task assignment across judicial and non-judicial states.
Is CaseMax a public or private company?
CaseMax is a private company. It is classified as unknown and is currently operating.
When was CaseMax founded?
CaseMax was founded in 2001. It employs 11 to 50 people.
Where is CaseMax based?
CaseMax is headquartered in Overland Park, United States, in the North America region.
How does CaseMax make money?
Five revenue lines are on record. Software Licensing is the primary driver. The others are maintenance, implementation Services, glyphic LDE Integration and blackmarker Redaction.
Who are CaseMax's main competitors?
Direct peers on record are Clio, Litify, Filevine, MyCase, PracticePanther and SmartAdvocate. Broad incumbents are Needles (LexisNexis), iManage, Wolters Kluwer Tractice and Black Knight / ICE Mortgage Technology.
Does CaseMax have an API?
No public API is recorded for CaseMax.