On-site document intelligence for firms
Your case files never leave the building.
CaseSage reads the case files you already have, including decades of scans, email, audio and video, and makes every one of them searchable and answerable. It runs on a server in your office, on AI that runs there too.
Why firms choose CaseSage
Four promises, built into the product.
01
Nothing leaves the building
CaseSage and its AI run on your own hardware. Your files are read, never uploaded, and we have no standing access to your server.
02
One price for the whole firm
A flat subscription per firm, sized by firm. Never per seat, so you never ration licenses to your own staff.
03
It never turns off
If a subscription lapses, CaseSage keeps running with security updates. No kill switch, and your data is never held hostage.
04
Try it on your real files
A free sizing tool and a full-featured trial let you see results on your own documents before you talk to anyone.
What it does
Every file you have, finally working for you.
Reads everything
PDFs, Word files, email, and scanned pages through OCR, including handwritten intake forms and police narratives. Audio and video are transcribed with timecodes.
Finds anything
Search by keyword or by meaning across every matter. Results open in a viewer that highlights the hit on the page, or jumps to the moment in a recording.
Answers with citations
Ask a question about a case and get an answer grounded in your own documents, with links to the exact pages it came from.
Builds the work product
Case briefs, key facts and cast of characters, chronologies and timelines, drafted from the file for your team to review.
Supports review and production
Relevance review against your criteria, privilege review with a log, redaction, duplicate detection, and production sets with Bates numbering.
Files the mail Add-on
Mailroom watches your intake folders, keeps an untouched archive of everything received, routes each item to the right matter, and queues the rest for a person.
In the office you already have
Your files, your mail, your server.
Your case share, read where it already sits. Nothing is moved or re-filed.
Your scanners and mail, turned into searchable, filed documents.
Your server, in your office, running the AI as well.
Made for personal injury
The hard parts of a PI file, handled with care.
Records in a file
A scanned stack of medical records becomes one document per record, each with its own summary and place on the timeline.
Medical imaging
X-ray, CT and MRI studies, searchable by patient, date and body part, and viewable in the browser.
Figures to check
Handwritten amounts and dates are read twice. Any disagreement goes to a person, not into your demand.
Witness kits
Everything about one witness, including the moments they come up in recordings, bundled for deposition prep.
For plaintiff firms on Needles
Already on Needles? CaseSage knows your matters.
The Needles connector brings in your case details from Needles, so search and answers are organized by the cases your firm already works.
- Reads your existing case share. No migration, no re-filing.
- Uses your Needles case details to organize documents by matter.
- Read-only against your files, and read-only against Needles by default.
- Each case-management connector is its own add-on, so you pay only for the system you run.
Founding firms
We are choosing our first firms now.
Founding firms get hands-on setup, a direct line to the people who build CaseSage, and founding-firm pricing. In return we ask for honest feedback and, if it earns it, a reference.