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.
Matter Hygiene
Organize
Transform messy file sets into clean matter structure with naming and organization support.
Organize helps teams clean up chaotic document sets so attorneys and staff can work from something usable instead of improvising around the mess.
Why teams landed here
- Bring structure to disorganized file sets in minutes
- Prepare documents for downstream workflows and shared matter collaboration
- Reduce time lost to manual sorting, renaming, and cleanup
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
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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
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Shared Matters
Collaboration
Matter-based collaboration with secure sharing, access control, and cleaner team handoffs.
- Matter-based access control
- Shared workspaces + secure sharing
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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
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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
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Search + Retrieval
Explore
Ask questions across matter files and get answers with retrieval-first citations.
- Hybrid semantic + keyword search
- Court-ready Bates citations
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Matter Hygiene
Organize
Transform messy file sets into clean matter structure with naming and organization support.
- AI-suggested file structure
- Consistent naming automatically
Selected
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