Workspace
The matter workspace for litigation teams.
Workspace gives legal teams one secure place to chat across matter files, run one-click workflows, build reusable agents, and preserve context across the life of a matter.
Ingestion + Grounding
Document Intelligence
OCR, semantic search, and retrieval layers that make legal documents usable downstream.
The platform starts with understanding documents well enough to search, cite, and reason across them reliably, even when the source files are messy.
Why teams landed here
- Support OCR and text extraction across scanned, handwritten, and digital files
- Ground downstream answers in actual source material instead of guesswork
- Improve retrieval quality before any drafting, summarization, or analysis starts
Workspace Core
Everything that powers the attorney-facing CaseMark experience: legal-native assistance, autonomous work, custom agents, persistent memory, and collaboration designed for matters instead of isolated prompts.
100+ Models + Citations
AI Assistant
Chat with documents, draft work product, and get cited answers from a legal-native assistant.
- 100+ AI models
- Grounded answers with citations
See focus
Firm Know-How
Custom Agents
Create specialized AI experts for associate, opposition, paralegal, and firm-specific work.
- Organization, matter, or personal scope
- Encode firm best practices
See focus
Shared Matters
Collaboration
Matter-based collaboration with secure sharing, access control, and cleaner team handoffs.
- Matter-based access control
- Shared workspaces + secure sharing
See focus
Long-Running Analysis
Deep Research
Run multi-phase legal research that synthesizes broad source sets into usable work product.
- Multi-phase research strategy
- Research memos with citations
See focus
Context Retention
Persistent Memory
AI that remembers important facts across conversations, users, and matters.
- User memory + matter memory
- Never repeat context
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Capability vs Cost
Model Choice
Choose from 100+ AI models with transparent cost and capability tradeoffs.
- 100+ model options
- Transparent cost multipliers
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Autonomous Work
Overtime Mode
Autonomous AI that keeps researching, drafting, and revising after the first prompt.
- Works while you sleep
- Durable multi-step runs
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Workflow Layers
From ingestion and retrieval to summarization and structured comparison, these layers turn raw legal documents into grounded, usable work product.
Ingestion + Grounding
Document Intelligence
OCR, semantic search, and retrieval layers that make legal documents usable downstream.
- OCR + semantic retrieval
- Reliable grounding across legal docs
Selected
Search + Retrieval
Explore
Ask questions across matter files and get answers with retrieval-first citations.
- Hybrid semantic + keyword search
- Court-ready Bates citations
See focus
Matter Hygiene
Organize
Transform messy file sets into clean matter structure with naming and organization support.
- AI-suggested file structure
- Consistent naming automatically
See focus
One-Click Tasks
Quick Actions
One-click workflows for summarize, research, timeline, organize, and other common legal tasks.
- Upload once, get results in minutes
- Summarize, research, timeline, find
See focus
Condense + Cite
Summarize
Turn depositions, records, contracts, and case files into clear summaries with citations.
- 700+ workflow templates
- Perfect source citations
See focus
Compare at Scale
Tabular Analysis
Review hundreds of documents and see structured results in a single table.
- CSV / Excel export
- 98-99% less manual review cost
See focus