CaseMark Workspace vs Harvey
Harvey is the best-known legal AI platform for large law firms and corporate legal departments, sold through enterprise agreements. CaseMark Workspace brings matter files, legal research, drafting, and reusable firm workflows into one workspace with published pricing, a free trial, and monthly Pro billing.
A fair comparison
Harvey serves large law firms and corporate legal departments. Its platform spans an Assistant for drafting and analysis, Vault for bulk document review, Knowledge for research across 100+ integrated legal sources, and custom workflow agents, with integrations into Microsoft Word, Outlook, SharePoint, and iManage. It is sold through a request-a-demo enterprise process; Harvey does not publish pricing and does not offer a self-serve plan or public free trial.
CaseMark Workspace is built for solo practitioners, small firms, litigation teams, and in-house teams that want to start working with their matters today. Chat is grounded in matter files, deep research returns a synthesis with linked sources, and firms can turn their own procedures into reusable skills and Word templates. Pro is $100 per month for one user with $100 in included usage, billed monthly. Where Harvey is stronger, this comparison says so. The question is which operating and commercial model fits your practice.
From Rebecca’s story
“I was glad to find the same expansive legal AI capabilities in CaseMark, without the long commitments or monthly minimum payment thresholds designed for large firms.”
Rebecca Rhew
Founder, Rhew Legal Group, P.A. · Family law
CaseMark small-firm ambassador
Read Rebecca’s story
Feature by feature
Public product information changes. Harvey capabilities below are drawn from Harvey's published materials; Harvey pricing and contract terms are third-party reported and are labeled as such. Sources are listed at the end of this page.
| Capability | CaseMark Workspace | Harvey |
|---|---|---|
| How you get started | Self-serve signup in the browser. Free trial with $5 in one-time usage; no credit card required. | Request a demo. No public self-serve signup or free trial; paid pilots reported for qualifying firms. Publicly reported; reviewed September 7, 2026. Confirm current terms directly with Harvey. |
| Pricing transparency | Published pricing. Pro is $100 per month per user with $100 in monthly included usage. | No published pricing. Publicly reported figures range from roughly $1,200 per seat per month to $2,400 or more with the LexisNexis bundle. Publicly reported; reviewed September 7, 2026. Confirm current terms directly with Harvey. Lower-priced arrangements are also reported; this is not a universal price range. |
| Minimum team size | One user on Free Trial and Pro. Teams covers 2 to 10 users; Enterprise is custom. | Seat minimums of 20 to 50 are widely reported. Harvey has disputed this framing. Publicly reported; reviewed September 7, 2026. Confirm current terms directly with Harvey. |
| Contract term | Monthly billing on Pro. No annual or multi-year commitment required. | Twelve-month commitments reported as standard, with multi-year terms offered for better rates. Publicly reported; reviewed September 7, 2026. Confirm current terms directly with Harvey. |
| AI chat grounded in matter documents | Select a matter, ask questions across its files, continue the thread, and reopen saved conversations. | Assistant supports document-grounded chat, follow-ups, and a draft editor with citations. |
| Common matter tasks | Quick actions for Summarize, Explore, Research, Organize, Timeline, and Find; users customize which appear. | Pre-built workflows and agents for common legal tasks. |
| Legal research | Deep Research returns a synthesis with linked citations and a reviewable source list; add matter documents as context. | Knowledge research across 100+ integrated national sources, with LexisNexis primary law and Shepard's Citations through a strategic alliance. Broader coverage than Workspace. |
| Bulk document review | Upload, preview, and analyze matter files; save generated documents back to the matter. | Vault reviews thousands of documents at once with configurable review tables, purpose-built for M&A diligence. Stronger for high-volume review. |
| Reusable firm workflows | Searchable skills library plus custom skills your firm creates, edits, and uploads; pin favorites for chat. | Custom workflow agents built with Harvey. |
| Firm document templates | Owners and admins upload DOC/DOCX templates that appear as quick actions for the whole organization. | Drafting from templates within Assistant and the Word add-in. |
| Team roles and matter sharing | Invite members, assign roles, share matters with read or write permissions, and add a Document Manager role for file work without chat or billing access. | Enterprise workspace administration and permissions. |
| Usage and spend controls | Included usage per plan, optional prepaid On-Demand Usage, Top-Up Amount, and Team Spend Limit; Teams and Enterprise share one pool. | Negotiated enterprise agreement; renewal uplifts of 5 to 25 percent reported. Publicly reported; reviewed September 7, 2026. Confirm current terms directly with Harvey. |
| Practice-management integrations | Not yet available. Connectors are marked Coming Soon in the product. | Microsoft Word, Outlook, SharePoint, Box, and iManage integrations, plus a mobile app. |
| Security and compliance | BAA available starting at $200 per user per month, including two custom workflows per firm. CaseMark’s security practices and Trust Center | SOC 2 Type II and ISO 27001 published, with additional certifications listed in Harvey's Trust Center; hosted on Microsoft Azure. |
Pricing
Public pricing reviewed September 7, 2026
Workspace is priced per user with a dollar-denominated usage allowance. Pro is billed monthly. Included usage covers billable AI work; how much a task consumes depends on its scope, not a fixed count of prompts or documents.
Harvey does not publish pricing. These figures are third-party reports, not official Harvey terms, and may not reflect any specific customer’s agreement. Lower-priced arrangements are also reported.
These figures change and vary by customer. Confirm a current quote directly with Harvey.
Third-party pricing reportingWhy teams choose CaseMark Workspace
01
Sign up in the browser, create a matter, and upload files. The free trial requires no credit card, and Pro checkout is self-service at $100 per month. On Pro, there is no seat minimum to meet and no annual contract to negotiate before you can see how it works on a real file.
02
Select a matter and ask for a summary, a chronology, a list of factual gaps, or a draft. Quick actions like Summarize, Explore, Timeline, and Find give you a starting point; the conversation stays attached to the matter so you can return to it later.
03
Deep Research returns a synthesis alongside linked citations and a reviewable source list. Add matter documents as context, then follow up with narrower questions. Outputs are starting points for professional review, and the sources are visible so you can verify them.
04
Turn a contract-review checklist or a demand-letter structure into a skill the whole firm can run. Upload your Word templates and they appear as quick actions that follow your structure and flag missing information. BAA available starting at $200 per user per month, including two custom workflows per firm.
05
Share matters with read or write permissions, give support staff a Document Manager seat for file work only, and set a Team Spend Limit before a busy review period. Usage is visible, and On-Demand spending is prepaid and capped by you.
Switching from Harvey
You can evaluate Workspace on one matter without disturbing an existing deployment. Most teams start with the free trial and move to Pro or Teams when the workflow fits.
Create a matter, upload the relevant files, and run Summarize and Explore. No credit card and no commitment.
Recreate your review checklists and drafting instructions as custom skills, and upload the Word templates your firm already uses.
Assign roles, share matters with read or write access, and decide whether to enable On-Demand Usage and a Team Spend Limit.
Security
Start your security review with CaseMark’s Trust Center. Explore our security practices and available documentation, then talk with our team about your firm’s requirements.
BAA available starting at $200 per user per month, including two custom workflows per firm.
Frequently asked questions
Yes. Workspace is built for solo practitioners, small firms, litigation teams, and in-house teams. It offers matter-based chat, deep research with linked sources, custom skills, and firm templates with published monthly pricing and a free trial. Harvey is sold through enterprise agreements and is oriented toward large firms and corporate legal departments.
Workspace Pro is $100 per month for one user with $100 in included usage, billed monthly. Harvey does not publish pricing; third-party reports place it at roughly $1,200 to $2,400 per seat per month with annual commitments and seat minimums. Publicly reported; reviewed September 7, 2026. Confirm current terms directly with Harvey. Lower-priced arrangements are also reported; confirm the scope and quote for your firm.
No. The free trial includes $5 in one-time usage and does not require a credit card. Pro is billed monthly with self-service checkout.
No. Free Trial and Pro are for one user. Teams covers 2 to 10 users and Enterprise supports custom team sizes.
Harvey's Vault is purpose-built for reviewing thousands of documents at once, its Knowledge research draws on more than 100 integrated sources including LexisNexis content, and it integrates with Word, Outlook, SharePoint, and iManage. If those capabilities are central to your practice and your firm is sized for an enterprise agreement, Harvey may be the better fit.
Not yet. Connectors are marked Coming Soon in the product. Today you upload files directly to a matter and download or save generated documents.
Included usage is a dollar-denominated allowance for AI work, not a fixed number of questions or documents. Larger tasks consume more. Eligible paid accounts can enable prepaid On-Demand Usage with a Top-Up Amount and Team Spend Limit.
Yes. The Document Manager role covers matter-file work and excludes chat and billing access. Seat availability and pricing depend on your plan configuration.
BAA available starting at $200 per user per month, including two custom workflows per firm. Talk to sales about a Business Associate Agreement (BAA) for your firm.
Research
Product names and trademarks belong to their respective owners. Harvey is a trademark of its owner. This comparison is based on publicly available information reviewed September 7, 2026, and is not sponsored by, affiliated with, or endorsed by Harvey. Harvey pricing and contract terms shown here are third-party reported, not published by Harvey, and may not reflect current or customer-specific terms.
Create a matter, upload the file, and ask your first question. Free trial, no credit card, published monthly pricing.