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.
Context Retention
Persistent Memory
AI that remembers important facts across conversations, users, and matters.
Persistent memory keeps the platform from feeling stateless by retaining user preferences and matter-specific context across follow-up work.
Why teams landed here
- Retain useful preferences and instructions between follow-up tasks
- Carry matter facts forward so teams can pick up where they left off
- Reduce repetitive setup while keeping outputs aligned with prior work
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
Selected
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
See focus
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
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Condense + Cite
Summarize
Turn depositions, records, contracts, and case files into clear summaries with citations.
- 700+ workflow templates
- Perfect source citations
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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