Casetext Review: AI-Powered Legal Research Platform for Lawyers

About Casetext

Casetext is a cutting-edge legal research platform that uses artificial intelligence (AI) to streamline and enhance the legal research process for attorneys. Its primary purpose is to provide a comprehensive, user-friendly tool that simplifies complex legal tasks, such as research, drafting, and case analysis. Primarily targeting legal professionals—lawyers, paralegals, and law firms of all sizes—Casetext addresses challenges like time-consuming research, compliance with legal standards, and document drafting. By offering AI-powered solutions, Casetext helps legal professionals save time, increase accuracy, and deliver better outcomes for their clients.

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Casetext: Usability and Features

Casetext is known for its intuitive design and advanced features, making it a favorite among over 10,000 legal firms in the United States. Its cloud-based platform ensures seamless access across devices, while its robust support system, including chat, email, phone, and video assistance, ensures that users have all the help they need.

Key Features of Casetext:

• AI-Powered Search: Casetext’s Parallel Search and AllSearch tools enhance discovery processes by matching underlying facts and concepts, speeding up legal research.
• Natural Language Processing: Users can search for cases and statutes using everyday language, making the platform intuitive for beginners and professionals alike.
• SmartCite: This citation checker ensures that legal precedents are valid and up-to-date.
• Drafting and Analysis Tools: Automated drafting capabilities and templates make document preparation efficient.
• Knowledge Management: Collaborative tools and unified search systems facilitate better organization and sharing of information within legal teams.
• Document Upload and AI Analysis: Users can analyze their legal documents to ensure compliance and identify potential issues.

Casetext combines powerful AI capabilities with user-centric design, providing a seamless user experience for legal professionals.

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Why Choose Casetext?

When compared to competitors, Casetext offers several standout features and benefits that make it a superior choice for legal professionals.

1. Innovative AI Features

• SmartCite: Quickly identifies relevant case law and statutes while providing instant citation analysis.
• CoCounsel: An AI-powered virtual assistant that assists with legal research, document drafting, and case analysis.

2. User-Friendliness

The intuitive interface makes navigating legal research effortless for users of all technical backgrounds.

3. Cost-Effectiveness

Casetext offers flexible pricing options, making it accessible to small and medium-sized law firms. Its transparent pricing ensures no hidden fees.

4. Comprehensive Legal Coverage

Users gain access to legal information across all 50 states and federal regulations, providing an extensive database for research.

5. Enhanced Document Analysis

Casetext’s AI-driven document analysis tools help legal professionals review contracts, briefs, and other documents with precision.

6. AI-Driven Research Focus

Casetext’s emphasis on broad legal research sets it apart from competitors like Robin AI, which may focus on niche areas such as contract review.

With its advanced AI features, user-friendly design, and flexible pricing, Casetext is a powerful tool for legal professionals seeking efficiency and accuracy in their work.

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Who Benefits Most from Casetext?

Casetext caters to a wide range of legal professionals and organizations. Below is a table outlining the ideal user groups and specific use cases where Casetext excels:

User Group	Description	Use Cases
Solo Practitioners	Individual lawyers who manage their own practices.	Utilize Casetext for efficient legal research and document management without high overhead costs.
Small Law Firms	Firms with a few attorneys, often looking to enhance efficiency and reduce costs.	Leverage AI tools for fast document review and case preparation, allowing them to take on more clients.
Large Law Firms	Established firms dealing with high volumes of cases and complex legal matters.	Use CoCounsel for document review, analysis of large contracts, and fast-paced deposition preparation.
In-house Legal Departments	Corporate legal teams handling compliance and contract management for their organizations.	Streamline contract analysis and ensure compliance with internal policies and regulations.
Litigators	Attorneys who represent clients in court and handle trial preparation.	Benefit from quick turnaround in creating detailed case timelines and preparing for depositions.
Transactional Attorneys	Lawyers focused on contract drafting and negotiations.	Enhance contract review processes with AI tools that identify key clauses and compliance issues.
Non-profit Organizations	Groups like The California Innocence Project that require efficient case qualification processes.	Expedite the review of cases and legal documents to help serve their mission effectively.
Educational Institutions	Schools incorporating legal technology into their curriculum.	Use Casetext as a teaching tool to expose students to AI applications in legal practice.

Casetext is versatile, catering to solo practitioners, small and large firms, in-house legal teams, and more. Its AI tools streamline workflows, making it an indispensable tool for modern legal practice.

Features

Reporting Capabilities of Casetext

Casetext offers robust reporting features designed to help legal professionals track and analyze their research activities efficiently. Key metrics tracked include the time spent on research, the frequency of searches, and the success rate of locating relevant legal precedents. These insights allow businesses and law firms to optimize their research processes, allocate resources effectively, and improve their overall productivity. The ability to generate detailed reports empowers decision-makers to identify patterns, streamline workflows, and ensure compliance with internal and external standards.

Enhancing Workflow with Integrations

Casetext provides seamless integrations with popular tools and platforms that enhance its functionality and streamline workflows. Key integrations include Microsoft Word for in-document editing and collaboration, legal research databases for comprehensive information access, and case management systems to sync research findings with ongoing cases. These integrations enable users to work within familiar environments while leveraging Casetext’s powerful AI-driven capabilities. By connecting with essential tools, Casetext ensures a more cohesive and efficient legal research process.

Mobile Capabilities for On The Go Users

Casetext offers mobile app support for both iOS and Android platforms. The mobile apps are equipped with features such as voice-activated search, offline access to saved documents, and push notifications for updates on critical cases. These capabilities make it an invaluable tool for legal professionals who need to access information on the go, whether they are in courtrooms, client meetings, or commuting. The user-friendly interface and intuitive navigation further enhance the mobile experience, ensuring that users can leverage the platform’s full potential from their smartphones or tablets.

Streamlining Access with Single Sign On

Casetext supports Single Sign-On (SSO) functionality, compatible with platforms like Okta, OneLogin, and Microsoft Azure Active Directory. SSO simplifies the login process by allowing users to access the software through a single set of credentials, which reduces password fatigue and increases security. For organizations, SSO enhances user management, ensuring that only authorized personnel have access to sensitive information while maintaining compliance with security protocols.

Time Saving Features Through Automation

Automation is a standout feature of Casetext, providing tools like automated brief analysis, instant case law recommendations, and AI-driven legal document review. For example, the CARA AI feature can analyze legal documents and suggest relevant cases, statutes, and regulations within seconds. These automation features significantly reduce the time spent on manual research, enabling legal professionals to focus on strategic tasks and client engagement. By optimizing routine activities, Casetext ensures a higher level of efficiency and accuracy in legal workflows.

Ensuring Data Protection with Security Measures

Casetext prioritizes data protection and privacy through industry-standard security measures. The software complies with regulations such as GDPR and SOC 2, ensuring that user data is handled responsibly and securely. Features like encrypted data storage, regular security audits, and multi-factor authentication further enhance data protection. These measures provide users with peace of mind, knowing that their sensitive legal information is safeguarded against unauthorized access and breaches.

Customization Opportunities with API Access

Casetext offers an API that enables developers to integrate its features into custom applications or workflows. The API provides capabilities such as tailored search functions, automated data retrieval, and integration with proprietary systems. This level of customization allows organizations to adapt Casetext’s functionalities to their specific requirements, enhancing productivity and ensuring seamless integration with existing tools and processes.

Versatile Deployment Options for Different Needs

Casetext is primarily a cloud-based solution, offering the advantage of accessibility from any location with an internet connection. The cloud deployment ensures automatic updates, scalability, and reduced IT overhead. However, organizations with stringent data control requirements may find the lack of an on-premises option a limitation. Despite this, the cloud-based model aligns well with the needs of most legal professionals, offering a balance of convenience and functionality.

Evaluating the Pros and Cons of Casetext

Pros:

• Advanced AI-driven research tools that enhance efficiency.
• Comprehensive integrations with popular legal and productivity tools.
• Mobile app support for flexibility and on-the-go access.
• Strong security measures and compliance with industry standards.
• Customization capabilities through API access.

Cons:

• Limited deployment options, as it is solely cloud-based.
• May require a learning curve for users unfamiliar with AI-driven tools.
• Subscription costs may be a consideration for smaller firms or individual practitioners.

Casetext is a powerful and versatile tool that caters to the needs of modern legal professionals, offering a wide range of features to support efficient and accurate legal research. Its strengths in automation, integrations, and security make it a valuable asset, while its limitations are outweighed by the overall benefits it provides.

Location

Locations and Branches

Location Type	Address	Country
Headquarters	548 Market St, PMB 52855, San Francisco, CA, 94105	United States
Branches	Casetext does not have publicly listed additional branch locations.

Support

Support Type	Details
Email Support	support@casetext.com
Phone Support	408-389-4154
Chat Support	Available through their website
Response Times	Specific response times or support hours were not explicitly listed.

Casetext is predominantly headquartered in San Francisco, California, with no additional branches publicly listed. Their support offerings include email, phone, and chat services, although further details about response times or support hours are not specified.

History and Team

Year Founded

Casetext was founded in 2013.

Number of Employees

Casetext currently has approximately 134 employees.

Team

Name	Position
Jake Heller	Chief Executive Officer (CEO)
Pablo Arredondo	Chief Innovation Officer (CIO)

Casetext was created with the vision of leveraging artificial intelligence to improve the efficiency and accuracy of legal research, addressing the frustrations founders experienced with traditional legal research methods.

Pricing

Pricing Plans of Casetext

Plan Name	Price (per month)	Features
Starter	$90	1 license (2-year plan) 25 search queries per month Smarter searching only when needed
Advantage	$100	1 license (2-year plan) Unlimited searches Includes all features from Starter
Pro	$225	1 license (2-year plan) Unlimited searches Search your own documents (1GB of storage) Includes all features from Advantage
CoCounsel Core	$250/user	Access to AI legal assistant Firmwide subscription (required for all attorneys) Staff subscriptions are free with 1:1 ratio

Additional Information:

• Custom quotes are available for firms with more than 20 attorneys.
• Plans for single licenses begin at the prices listed above, and the price per attorney drops as you add more licenses.
• Free trials are available for CoCounsel Core.

Funding and market

Industry

Casetext operates within the legal technology industry, specifically focusing on legal research software. This sector has seen significant growth due to the increasing demand for streamlined legal processes and the integration of artificial intelligence in legal research.

Market and Industry Description

The legal technology market is expanding rapidly, with a projected growth rate of approximately 25% annually. As of 2023, the legal research software market size is estimated to be around $2.5 billion. Casetext uniquely positions itself by offering AI-driven tools that enhance the legal research process, aiding both large law firms and solo practitioners.

Funding Details

Casetext has raised a total of $69.32 million over 9 funding rounds. Below is a summary of their funding history:

Date	Round	Amount Raised	Investors
June 26, 2023	Acquired	N/A	Thomson Reuters
Jan 7, 2022	Series C	N/A	N/A
April 10, 2020	Loan	N/A	N/A
March 13, 2020	Series B – III	N/A	N/A
April 12, 2019	Series B – II	N/A	N/A

Note: Specific amounts for rounds other than the acquisition are not disclosed in the available sources.

Stock Status

As of October 2023, Casetext is not publicly traded. However, it was recently acquired by Thomson Reuters for $650 million on June 26, 2023. This acquisition means that Casetext is now part of a larger publicly traded entity, but it does not have its own ticker symbol.

Sources:

• EquityZen
• CB Insights

Latest news

Latest News and Developments About Casetext

Thomson Reuters Completes Acquisition of Casetext, Inc.

On August 17, 2023, Thomson Reuters announced the completion of its acquisition of Casetext, Inc., a company specializing in AI-driven legal technology, for $650 million in cash. Casetext, founded in 2013, has made significant advancements in using AI and machine learning to improve the efficiency and quality of legal services. Their flagship product, CoCounsel, is an AI legal assistant powered by OpenAI’s GPT-4, providing services like legal research memos, document review, contract analysis, and deposition preparation within minutes.

This acquisition aligns with Thomson Reuters’ strategy to integrate generative AI solutions into its offerings, complementing its collaboration with Microsoft 365 Copilot for AI-driven legal drafting tools. Thomson Reuters also pledged to invest $100 million annually in AI development and recently launched a beta program to test generative AI capabilities in Westlaw, its legal research service.

Key Statements

Steve Hasker, CEO of Thomson Reuters, stated:

“Together, we will accelerate breakthroughs in generative AI for the benefit of our customers and markets. We believe this will revolutionize the way professionals work, and the work that they do.”

Jake Heller, CEO of Casetext, said:

“Joining Thomson Reuters provides us with an unparalleled opportunity to scale the Casetext vision and accelerate breakthroughs for legal professionals. There could not be a better home for our brand, talent, and products.”

Further details can be found in the official press release: Thomson Reuters Completes Acquisition of Casetext, Inc.

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Insights on Casetext’s Journey and Growth

A detailed case study by Canvas Ventures highlights the journey of Casetext, which started in 2013 and became a trailblazer in the legal tech industry over the past decade. The company stood out by building a unique dataset, understanding customer use cases, and gaining trust in the highly skeptical legal market. Casetext’s growth was fueled by strategic investments, including a Series B led by Canvas Ventures in 2017.

Key insights from the case study include:

1. The importance of a strong investment thesis in identifying groundbreaking companies.
2. Casetext’s ability to stay ahead of the curve by focusing on AI-driven innovations long before GPT-4 gained global attention.
3. The role of partnerships and leadership in scaling operations and gaining recognition within the legal tech domain.

For a behind-the-scenes look at Casetext’s growth and its acquisition, read the full case study: A Case Study on Casetext by Canvas Ventures

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Casetext’s AI Legal Assistant: CoCounsel

Casetext’s CoCounsel is the first AI legal assistant capable of handling substantive legal tasks with human-level accuracy. Powered by OpenAI’s GPT-4, CoCounsel represents a significant leap in the application of AI for legal professionals. Its features include:

• Document Review: Automating the extraction of relevant information from legal documents.
• Legal Research Memos: Delivering detailed legal research in minutes.
• Contract Analysis: Identifying key clauses, risks, and obligations in contracts.
• Deposition Preparation: Summarizing and analyzing depositions for case preparation.

Casetext’s innovation exemplifies how AI can enhance productivity, improve access to justice, and empower legal professionals to focus on higher-value tasks.

Read more about their AI-driven legal solutions here: Casetext Articles

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Video Insights

For additional context, check out this interview with Jake Heller, CEO of Casetext, discussing the acquisition and future plans with Thomson Reuters:

Watch the Full Interview on YouTube

This development underscores the transformative potential of generative AI in reshaping the legal profession and highlights Casetext’s pivotal role in driving innovation in the field.

Search Trends

Search Volume Analysis for Casetext

The following table showcases the keyword search volumes and associated data for related keywords to Casetext.

Keyword	Search Volume	Competition	Competition Index	Low Top of Page Bid	High Top of Page Bid	CPC (Cost per Click)
legal research	2900	LOW	19	$4.36	$19.83	$20.90
AI legal assistant	720	HIGH	71	$6.17	$27.63	$21.72
legal evidence management	N/A	N/A	N/A	N/A	N/A	N/A
case law search	1900	LOW	16	$0.92	$8.49	$6.85
legal document analysis	20	LOW	24	$7.28	$12.50	N/A

Casetext’s Search Volume Trend Analysis

1. High Volume Keywords:
   • The keyword “legal research” has the highest search volume of 2900, indicating a significant interest in general legal research tools or platforms. Casetext likely benefits from this as a core part of its service offering.
   • “Case law search” is another high-volume keyword with 1900 searches, emphasizing a specific interest in legal case research, aligning closely with Casetext’s primary function.
2. Emerging Interest in AI-Powered Legal Tools:
   • “AI legal assistant” has a moderate search volume of 720 but with high competition, reflecting growing interest in artificial intelligence applications within the legal field. Casetext may leverage this trend by highlighting its AI-driven features.
3. Low-Volume Keywords:
   • Keywords such as “legal document analysis” and “legal evidence management” show minimal searches, suggesting niche or emerging interest in these areas. Casetext could consider targeting these niches for growth.
4. Missing Data:
   • No data was available for some keywords like “legal evidence management.” This could either indicate a lack of user interest or insufficient keyword optimization in this area.

Factors Influencing Casetext’s Popularity

The trends suggest Casetext’s popularity is driven by its alignment with high-demand keywords such as “legal research” and “case law search.” However, the company could further capitalize on growing interest in AI-driven legal tools and niche services like “legal document analysis.”

For more information about Casetext, visit Casetext.

Review

Customers

Notable companies and organizations utilizing Casetext software include Fisher Phillips, which was the first major firm to implement Casetext’s AI assistant, CoCounsel, into its practice. This integration has allowed the firm to enhance its legal research and document drafting processes.

Additionally, Casetext has garnered recognition within the legal tech industry for its innovative use of AI, with its assistant capable of reading, analyzing, and summarizing legal documents, thus improving attorney productivity. Investment from top law firms further underscores the significance of Casetext’s capabilities, as demonstrated by an $8.2 million investment indicating confidence in its technology. Overall, Casetext’s AI solutions are actively helping law firms streamline operations and enhance the quality of legal services provided.

Alternatives

Software	Features	Pricing	Target Audience
Casetext	AI-assisted legal research, document upload for analysis, legal brief generation, comprehensive database access	Plans starting from $89/month	Law firms, legal professionals, solo practitioners
Westlaw	Comprehensive case law, statutes, mobile access, analytics tools	Starting at $65/month per user	Large law firms, corporate legal departments
LexisNexis	Extensive legal research database, current awareness alerts, deep analytics	Custom pricing based on firm size and needs	Large firms, legal researchers, corporations
Fastcase	Cloud-based legal research, visual analytics, integrations with practice management tools	Free for Bar Association members, otherwise starting around $65/month	Small to medium law firms, solo practitioners
Bloomberg Law	Market insights, legal analysis, business research capabilities	Starting at $500/month	Corporate lawyers, large law firms, legal departments
CourtListener	Free access to legal opinions, case law, and filings	Free	Solo practitioners, small firms, public interest lawyers
Decisis	Advanced citator, effective search technology	Free through Bar associations or custom pricing	Solo attorneys, small law firms
Justia	Free legal research resources, case summaries, and articles	Free	General public, small firms

This table provides a concise comparison of the main alternative legal research software options to Casetext, highlighting their key features, pricing structures, and target audiences. This data was compiled with insights from resources such as legal tech reviews and law firm testimonials.

Comparing FlowHunt with Casetext

Both FlowHunt and Casetext enable users to efficiently create and manage AI-driven tools for specialized needs, including automation and personalized solutions. While Casetext focuses on legal workflows with features like document summarization and contextual research, FlowHunt offers a no-code, modular platform to build custom tools and chatbots, making it versatile for broader applications. FlowHunt achieves similar automation and customization by allowing users to tailor AI solutions via its drag-and-drop flow editor and integrations, making it a powerful alternative for diverse industries.