Platform Features

Everything you need to
win your case

CaseIntel combines AI-powered document processing, intelligent analysis, and secure collaboration to give your legal team the tools they need to build winning cases.

Powerful features for modern legal teams

From document processing to AI analysis, everything you need in one platform

Document Processing

Smart Document Upload

Core Feature

Upload PDFs, Word docs, images, and emails. Automatic text extraction and OCR for scanned documents.

OCR & Text Extraction

Extract text from scanned PDFs, images, and handwritten documents with advanced OCR technology.

Document Classification

AI-Powered

AI automatically classifies documents by relevance, privilege status, and issue tags.

Multi-Format Support

Support for PDF, DOC, DOCX, images, and email files. Process everything in one place.

AI Analysis

AI Narrative Builder

AI-Powered

Generate master, plaintiff, defense, and neutral narratives from your case documents automatically.

Opposition Brief Analyzer

New

Upload opposing briefs and get argument summaries, weakness detection, response outlines, and suggested authorities.

Privilege Detection

AI-Powered

Automatically flag potentially privileged communications and documents for review.

Ask AI (RAG Chat)

AI-Powered

Ask questions about your case documents and get instant answers powered by AI.

Entity Extraction

AI-Powered

Automatically identify people, organizations, dates, and relationships from documents.

Case Management

Timeline Builder

AI-Powered

Extract key dates and events from documents to build chronological case timelines automatically.

Case Workspace

Organize all case documents, notes, and insights in one secure workspace.

Witness Management

Track witnesses, prepare deposition questions, and manage witness statements.

Advanced Search

Search across all documents, timelines, and case data with powerful filters.

Client Portal

Secure Document Sharing

New

Share documents with clients with granular permissions and download controls.

Document Requests

New

Create and manage document requests with templates. Track client uploads in real-time.

Threaded Messaging

New

Secure, organized messaging between your firm and clients with read receipts.

Case Updates

New

Share case progress and AI-generated summaries with clients automatically.

Watermarking & Download Controls

New

Protect shared documents with watermarks and control download permissions.

Export & Bundling

Bundle Generator

Create discovery bundles with automatic Bates numbering and merged PDFs.

Secure Share Links

Generate password-protected share links with expiration dates and view limits.

Export Options

Export documents, timelines, and narratives in multiple formats.

Security & Compliance

Privilege Protection

Automated privilege detection and review workflows to protect attorney-client communications.

Role-Based Access

Granular permissions for firm users, clients, and team members.

Audit Trails

Complete audit logs for all document access, sharing, and modifications.

SOC 2 Compliant

Enterprise

Enterprise-grade security with SOC 2 compliance and encrypted storage.

What's New

Recent updates & improvements

We're constantly adding new features and improvements based on your feedback

Major Release

Client Portal Launch

New secure client portal with document sharing, requests, and messaging.

New Feature

Opposition Brief Analyzer

AI-powered tool to analyze opposing briefs and generate response outlines.

Enhancement

Enhanced Document Processing

Improved OCR accuracy and support for Word documents (.doc and .docx).

New Feature

Threaded Messaging

Organized messaging system for client communication with read receipts.

New Feature

Request Packet Templates

Pre-built templates for common document requests to streamline client intake.

Ready to transform your discovery process?

Join law firms already using CaseIntel to process documents faster, find key evidence, and build winning cases. Start your free 14-day trial today.

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