AI TrustMark

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.

Methodology · How verification works

Products and providers

Open a product profile for its catalogue details, or use the provider link for the company profile. Claimed listings appear first, then by name. Payment never changes the order.

  • Neos

    By Assembly Software

    Neos is cloud-based legal software with case management and AI built in, running every case from intake to settlement. Trusted by personal injury firms. Neos is Assembly Software's

  • Casefleet

    By Casefleet

    Casefleet is case chronology and fact management software for litigators at plaintiff and defence firms. Its AI case assistant, Casey, answers natural language questions with click

  • Clarra Case Management

    By Clarra

    Clarra Case Management is a cloud litigation management platform for law firms, corporate legal departments, government agencies, claims administrators and legal service providers.

  • CloudLex

    By CloudLex

    CloudLex is CloudLex's software product, from CloudLex, Inc. Published at cloudlex.com. Directory filing: Case management. Vendor legal name on this product record: CloudLex, Inc.

  • Eve

    By Eve

    Legal AI software for plaintiff law firms: handle more cases, increase settlement values, and grow revenue without adding headcount. Trusted by 1,200+ firms. Eve is Eve's software

  • Claims Intelligence Platform

    By EvenUp

    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. Claims In

  • Filevine

    By Filevine

    Filevine is Filevine's software product, from Filevine, Inc. Published at filevine.com/platform. Directory filing: Case management. Vendor legal name on this product record: Filevi

  • Legience

    By Legience

    One platform to manage cases, invoicing, AI drafting, AI research, e-signatures & client portal. Built for modern law firms — from $99/mo. Try free. Legience is Legience's software

  • Litify Platform of Action

    By Litify

    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 Platform of A

  • Legal Tracker

    By Thomson Reuters

    Thomson Reuters delivers technology with purpose — empowering professionals to make faster decisions, gain sharper insights, and deliver greater impact. Legal Tracker is Thomson Re

Products

Claimed products appear first. Ranking packs and payment do not change this list.

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.