Case management companies, products & suppliers
Matters, investigations and case files as a workflow product, not eDiscovery processing. Jobs: case intake; investigation workflow; reporting on caseloads.
What is Case management?
Matters, investigations and case files as a workflow product, not eDiscovery processing. Jobs: case intake; investigation workflow; reporting on caseloads.
What problems does it solve?
Cases still live in email and a shared drive.
Typical business use cases
- Case intake
- Investigation workflow
- Reporting on caseloads
Important capabilities
- File
- Tasks
- Permissions
What buyers should evaluate
- Privilege/need-to-know
- Where files go
- Whether it is eDiscovery
Risks and governance considerations
An investigation file readable by the wrong business unit.
Procurement checklist
- ACL
- Retention
- eDiscovery or case
Relevant AI Trustmark assurance
AI Trustmark independent findings appear only when an assessment or certificate exists. Category membership does not imply verification.
Companies and providers
Claimed suppliers appear first so buyers can start with listings the company has taken ownership of. Payment does not buy this order.
Neos is cloud-based legal software with case management and AI built in, running every case from intake to settlement. Assembly Software publishes product information at assemblyso
Case chronology and fact-management software built for litigators. Helping plaintiff and defense firms win cases since 2016. Casefleet is used for Case management work. Casefleet p
Clarra publishes Clarra Case Management as named AI products. Clarra publishes product information at clarra.com. Clarra records Clarra Case Management for procurement comparison.
CloudLex publishes CloudLex as a named AI product. CloudLex is used for Case management work. CloudLex publishes product information at cloudlex.com. CloudLex is grouped with Case
Legal AI software for plaintiff law firms: handle more cases, increase settlement values, and grow revenue without adding headcount. Butler Labs, Inc..legal, Case management. Eve p
EvenUp is the leading proactive AI platform for personal injury law firms. Our automations empower legal teams to focus on strategy, relationships, and care coordination. EvenUp pu
Filevine publishes Filevine as a named AI product. Filevine is used for Case management work. Filevine publishes product information at filevine.com. Filevine is grouped with Case
One platform to manage cases, invoicing, AI drafting, AI research, e-signatures & client portal. Built for modern law firms — from $99/mo. Legience is used for Case management work
Turn legal operations into impact with our all-in-one legal software. Native AI workflows handle complex legal work so your firm or legal department can scale. Litify publishes Lit
Thomson Reuters CoCounsel is an AI legal assistant integrated with TR legal research and workflow products. Public marketing also emphasises legal research corpus + AI assistant. I
Products
Claimed products appear first. Ranking packs and payment do not change this list.
- Casefleet· Casefleet
- Claims Intelligence Platform· EvenUp
- Clarra Case Management· Clarra
- CloudLex· CloudLex
- Eve· Eve
- Filevine· Filevine
- Legal Tracker· Thomson Reuters
- Legience· Legience
- Litify Platform of Action· Litify
- Neos· Assembly Software
Related categories
Relevant procurement and assurance guides
Frequently asked questions
What is Case management?
Matters, investigations and case files as a workflow product, not eDiscovery processing. Jobs: case intake; investigation workflow; reporting on caseloads.
What should not be listed as Case management?
Products whose buyer job is eDiscovery, legal assistants, or ticket automation. Those belong on their own category page so search queries are not split.
Has AI Trustmark independently assessed every Case management supplier?
No. A category listing is descriptive. Independent assessment is shown only on company or product pages that carry Trustmark evidence.
What model or provider changes should a buyer insist on being told about?
Material change usually includes a new model family, new region, new subprocessor, new write-capable tool, or a change that affects logging, privacy or human oversight. Those changes should trigger evidence refresh rather than a silent release.
How should buyers verify where AI customer data is processed?
Ask for the named processing locations, cloud regions and any subprocessors that see prompts, files or outputs. A directory listing is not evidence of residency. Independent assessment records the locations that were in scope on the assessment date.
Does a TrustMark on one product cover the rest of the company?
No. Independent assessment is scoped to the named organisation and, where relevant, the named product. Category pages list suppliers as a topic label. They do not imply that every listed company has been assessed.
What incident-handling evidence is useful for AI suppliers?
Buyers should see how AI-specific failures are detected, contained and notified — including unsafe outputs, data leakage and unauthorised agent actions. An incident policy that never mentions models, prompts or tools is incomplete for this class of product.
What security testing evidence should buyers request for an AI product?
Ask what was tested, against which version, whether prompt-injection, data-exfiltration and tenant isolation were in scope, and where failed prompts were stored. A generic ISO certificate or a vendor scanner screenshot is not by itself an AI TrustMark assessment.