CaseMark Source vs Steno Litigation Genius
Steno Litigation Genius gives litigation teams a case-analysis assistant inside the Steno Firm Dashboard. CaseMark Source lets court reporting and litigation-support firms deliver that kind of case intelligence to their own Clients, under their own brand, alongside production and a catalog of work products.
A fair comparison
Both products prepare an overview and event timeline from the case files, suggest questions, import from Google Drive and Dropbox, and answer questions grounded in case materials with links back to the underlying record. Steno’s documented convenience is tight integration with its own service: a case is created automatically from a completed Steno job.
CaseMark Source is built for a different decision. It is a production and Client-service platform for court reporting and litigation-support firms: certify the record, produce transcript packages and clips, run configurable report workflows, and put that intelligence in front of your Clients through a portal that carries your firm’s brand, domain, catalog, and pricing. Where Steno is strong, this comparison says so.
Feature by feature
Steno capabilities below come from Steno’s published documentation and announcements. “Not established in reviewed materials” means we could not confirm a capability from public information; it does not mean the capability is absent. Sources are listed at the end of this page.
| Capability | CaseMark Source | Steno Litigation Genius |
|---|---|---|
| Who it is built for | Court reporting and litigation-support firms that prepare work, control Client access, and sell services under their own brand | Litigation teams working in the Steno Firm Dashboard; open beta, included with court-reporting jobs at no additional cost during beta |
| Intelligence for your Clients | Matter overview, suggested questions, and cited answers inside your branded Client portal | Case overview and chat inside the Steno Firm Dashboard |
| Questions across case materials | Matter-scoped chat across selected files or the whole matter | Whole-case chat, with @ mentions to focus an answer on a single file |
| Citations and source navigation | Answers link back to the supporting source in the record | Clickable references to exact files and pages |
| Transcript page-and-line citations | Available across transcript and report surfaces | Advertised for Transcript Genius summaries |
| Automatic case context | Automatic matter overview with an event timeline and plain-language brief that update as source files are added | Automatic overview, parties list, and event timeline that update as files are added |
| Cloud-held evidence | Local and ZIP upload, plus Google Drive and Dropbox imports | Local, folder, Google Drive, and Dropbox imports |
| File types | PDF, Word, PowerPoint, spreadsheets, images, email, audio, video, and many other formats | TXT, PDF, Word, PowerPoint, Excel, PNG, and JPEG |
| Transcripts produced elsewhere | Import and prepare existing transcripts in a Source matter | Accepts transcripts not produced by Steno |
| Guided prompting | Suggested questions from Lexi, Source’s agent, after a review of the matter files | Suggested questions drawn from case files, plus Improve Prompt |
| Structured report workflows | Configurable deposition summary, medical chronology, and proceeding-recap workflows with Word and PDF output, depending on the workflows your firm installs | Customized transcript summaries in Transcript Genius and prompted timelines in case chat; packaged report exports are not established in reviewed materials |
| Chat history and sharing | Saved chats with rename, delete, and Word or PDF export; share with selected Client recipients; continue a colleague’s chat privately | Autosaved chats; share a snapshot with everyone who has case access; continue a shared chat privately |
| Your service catalog and pricing | Choose which work Clients can request and set Client-facing prices | Reseller-style catalog: Not established in reviewed materials |
| Branding and custom domain | Provider logo, colors, and custom domain on the Client portal | Steno Firm Dashboard; white-label offering: Not established in reviewed materials |
| Client privacy boundary | Client-created matters are private by default; Provider access is granted separately and Clients choose what to share back | Case Admin and Case Viewer roles with case-level access; equivalent Provider and Client boundary: Not established in reviewed materials |
| Transcript packages and exhibits | Reporter-controlled certification, multi-format transcript packages, and a reviewable exhibit index with stamping | Marked exhibits load alongside the transcript for analysis; transcript production is outside the reviewed scope of Litigation Genius |
| Video sync and clips | Provider video workflow with natural-language clip planning and captioned MP4 clips; Clients can create and edit clips when the Provider enables it | Transcript Genius sync and clip editor with individual or merged, captioned or plain downloads; requires Text-to-Video Sync ordered through Steno |
| Security statements | SOC 2 Type II audited, HIPAA compliant, and documents are not used to train models | Steno states SOC 2 Type II, HIPAA compliance, zero retention by AI providers, and no model training on case data |
| Availability | Marketed product; some capabilities depend on your plan and configuration | Open beta announced October 13, 2026 |
Pricing
Public information reviewed October 14, 2026
Source is priced on the work product your firm produces rather than per seat. Platform costs attach to completed outputs, and your firm sets the client-facing price for services offered through the portal.
Steno says Litigation Genius is included with court-reporting jobs at no additional cost during the open beta. The reviewed materials do not publish permanent pricing or standalone eligibility.
Steno’s beta terms allow features to be limited or discontinued. A bundled beta and an output-based platform are not like-for-like, so request a current quote from each vendor before comparing cost.
View the Steno product pageWhy teams choose CaseMark Source
01
Source builds a matter overview from the files in the matter, with an event timeline and a plain-language brief. Preview it as the Client, share it, or keep it private, then let Clients ask questions that link back to the pages behind each answer.
02
Prepare transcript packages, review exhibit indexes, and keep the finished work in the same matter as the supporting files. The reporter previews the pages, controls the certificate language, and approves the record before anything is delivered.
03
Configure the portal’s company identity, logo, colors, and domain. Choose which files Clients can see, then deliver selected items through a portal that carries your firm’s name.
04
Choose which workflows Clients can request and configure Client-facing prices. Billing can be Provider-managed or Client pay-as-you-go where enabled, so summaries, chronologies, and other work products become services your firm offers.
05
Select transcript text or describe clip ranges in plain language, review the proposed match, and export captioned clips from a Provider-controlled workflow. Steno’s Transcript Genius also offers a clip editor with captioned exports, so the distinction is natural-language planning inside the same production workspace.
Deposition summaries, medical chronologies, and proceeding recaps are defined as configurable workflows with Word and PDF output, so your firm’s standards repeat from matter to matter. The agentskills.legal library of 880+ workflows is the starting point; your firm installs and configures the ones it offers.
Client-created matters are private by default. Providers receive access through a separate grant, and Clients choose which files and reports to share back.
Ask questions across a matter and review answers with links to the supporting sources. Both products offer this; Source keeps it in the same matter as production and Client delivery.
Switching from Steno Litigation Genius
Source can be introduced matter by matter. Bring in a transcript produced elsewhere, add the supporting files, and see how production, analysis, and delivery work together before you commit your catalog.
Upload supported documents and import an existing transcript into a Source matter.
Set your portal branding and domain, then choose the workflows and Client-facing prices you want to offer.
Share selected deliverables through your portal and let authorized Clients request additional work from your catalog.
Frequently asked questions
Yes. Source supports matter-scoped questions with links to supporting sources, and Steno documents whole-case chat with clickable references to exact files and pages. Citation quality should be tested on your own records.
Yes. Source reviews the files in a matter, prepares an event timeline and a plain-language brief, and updates them as files are added. Steno documents a similar overview that also lists the parties. Compare corrections, citations, and exports on your own matters.
Yes. Source also supports uploads from your computer and ZIP files, and works with PDF, Word, PowerPoint, spreadsheets, images, email, audio, and video.
Yes, if the Provider enables it. Production is controlled by your firm by default.
No. Certification remains reporter controlled. The reporter reviews the pages, controls the certificate language, and approves the record.
Yes. Steno documents uploads of transcripts it did not produce, and synced clip creation in Transcript Genius with Steno’s stated prerequisites, including Text-to-Video Sync ordered through Steno.
Source supports Provider branding and custom-domain routing for the Client portal. Availability depends on the configured offering.
A comparable quote is needed. Steno says Litigation Genius is included with court-reporting jobs during beta, while Source is priced on work product and workflows, with Client billing your firm configures.
Both companies make public statements about SOC 2 Type II and HIPAA compliance and about not training models on case data. Review each vendor’s current, product-specific security materials and contractual commitments against your firm’s requirements.
Research
Product names and trademarks belong to their respective owners. Steno and Litigation Genius are trademarks of their owner. This comparison is based on publicly available information and CaseMark product documentation reviewed October 14, 2026, and is not sponsored by, affiliated with, or endorsed by Steno. “Not established in reviewed materials” means a capability was not confirmed; it does not mean the capability is absent. CaseMark Source capabilities depend on plan and configuration.
Watch Source take a record through certification, structured work products, and delivery through your own branded portal.