Casepoint Features
Case Management (3)
Intake
Capture case information from multiple communication channels
Assignment
Deliver rules to assign cases based on type and priority
Escalation
Ability to escalate cases using workflows
Analytics (3)
Monitoring
Track all activities related to a case, including audit trails
Metrics
Provide metrics to track case progress or success rates
Compliance
Monitor various types of case compliance
Platform Data (3)
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Dashboard
Has a centralized dashboard for users to interact with
Alerts and Notifications
Automatically sends notifications about legal hold status to request recipients
Document Management (3)
Hold Requests
Sends legal hold requests for specific relevant documents
Document Repository
Contains a place to store preserved documents
Template Library
Contains legal hold request templates
Request Management (8)
Online Forms
Supports custom request forms to be built and integrated directly into a website or portal.
Workflow Assignment
Converts requests into tickets and fields them to the appropriate staff member for follow-up.
Payment Processing
Calculates and collects payment for requested materials online.
Public Database
Allow catch-all search functionality to locate records.
Common Documents
Allow commonly requested documents to be uploaded to bypass a need for submitting requests.
Digital Storage
Allows public records to be indexed and securely stored electronically for quick retrieval.
Role-Based Permissions
Secures information by redacting or un-redacting based on established permissions.
Audit Trail
Ensures compliance by tracking all steps of records requests and associated communications.
Workflow Management (3)
Automated Reminders
Provides notifications and emails for due dates or required actions.
Communication Tools
Allows internal users to create discussions on specific requests prior to releasing information; allows requesters to communicate with agency staff throughout the process.
Cross-Department Collaboration
Enables multiple government departments to respond to a specific record request.
Reporting (2)
Dashboards
Provides customizable dashboards to visualize request trends.
Basic Reporting
Access pre-built and customizable reports to measure key metrics.
Document Collection (3)
Legal Hold
Automates the process of preserving electronically stored information (ESI) relevant to anticipated litigation.
Document Collection
Collects documents from various data sources while producing an auditable trail.
Document Processing
Processes documents and extracts relevant information via metadata combing, native application imaging, and domain parsing.
Document Review (7)
Document Review
Identifies case-relevant, or responsive, documents, and provides document filtering and tagging.
Project Analytics
Analyzes discover projects and produces data visualizations based on available project information.
Project Templates
Provides templates for different project types.
Automated Review
Leverages machine learning to automatically review and analyze documents under review.
User Reporting
Tracks and reports on reviewer activity for specific projects.
Permissioned Access
Isolates and protects privileged or password protected documents.
Production
Produces compliant, litigation-ready documents based on ESI.
Generative AI - AI Legal Assistant (2)
Text Generation
Allows users to generate text based on a text prompt
Text Summarization
Condenses long documents or text into a brief summary
LLM and NLP - AI Legal Assistant (1)
Natural Language Processing (NLP)
Extract insights from legal texts using natural language processing for better decision-making and analysis
Technology Benefit - AI Legal Assistant (4)
Drafting Assistance
Aid in drafting legal documents, contracts, and correspondence by providing suggested language and structure
Review Automation
Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency
Due Diligence
Perform due diligence on the M&A, company formation and other legal transactions by reviewing and summarzing contracts, agreements and other documents with reference to large database and libraries
Legal Analytics and Insight
Answer complex legal questions extracting information from www, uploaded legal documents and other sources, thereby predicting potential outcomes and risks
Consistency, Accuracy and Efficiency - AI Legal Assistant (1)
Consistency and Quality Assurance
Standardized approach to legal research, document review, and drafting, minimizing the risk of errors or oversights
Automation using Legal Tech - AI Legal Assistant (1)
Litigation Support
Encompasses the use of AI to automate various legal processes, such as case preperation, evidence analysis, trial strategy, legal research, and contract management
Compliance and Data Security - AI Legal Assistant (1)
Data Protection
Ensuring legal standards are met with regulatory requirements and internal policies along with maintaining high standards of cybersecurity
Ease of Use and Adaptability - AI Legal Assistant (1)
Ease of Use and Adaptability
Intuitive interface and user-friendly design which seamlessly integrate with existing workflows, adapting to various legal practices across global laws, rules and regulations
Agentic AI - Investigation Management (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - AI Legal Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - eDiscovery (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





