The AI-first front door for the business.
CaseCounsel is where every legal request starts — and ends. Casey answers what she can from your own playbooks, escalates what needs you, and reviews every invoice from outside counsel against your billing guidelines.
Prototype build · no credit card · Auth0 SSO
Built on
The product in 60 seconds
Three things in-house teams stop doing manually.
Spend control
Budgets, optional RFPs, and AI-reviewed invoices against your billing guidelines. Approve, reduce, or reject line-by-line — with comments that go straight back to the instructing firm.
Spend deep-diveCasey, your AI conduit
Casey triages new requests, drafts answers from your playbooks, surfaces similar matters, and reviews invoices. Deterministic dummy mode by default; opt into live Gemini with an explicit key.
AI deep-diveBusiness Portal + knowledge base
Your own business teams raise requests and self-serve answers. An intake becomes a matter in two clicks — or never needs to become one.
Portal deep-diveEvery capability, one platform
Built for how in-house legal actually works.
Nine capabilities shipped, tested, and wired end-to-end — from the first business request to a paid invoice from outside counsel.
Intake from the business
Product, commercial, and operations teams raise requests through the Business Portal. Casey triages severity and type; the in-house inbox filters by urgency in one click.
Casey answers first
Before a matter opens, Casey drafts a suggested answer and surfaces similar past matters plus relevant playbooks from your knowledge base. Most requests never need external counsel.
Matter management
Every matter holds docs, emails, tasks, budgets, and invoices in one place. Status lifecycle, lead lawyer, external counsel connections. Soft-delete with audit continuity.
Knowledge that stays fresh
Playbooks, opinions, and precedent — authored internally, tagged, and filtered by visibility (business-facing vs. legal-only). Casey flags stale articles when newer ones are uploaded.
Budget approval + RFP
Structured scoping and budget approval before instructing a firm. Optional RFP across a panel. No more scattered email threads and spreadsheet tracking.
AI invoice review
Incoming invoices from external firms are checked line-by-line against your billing guidelines. Block billing, rate caps, disallowed tasks — flagged before you read a single line.
External counsel portal
Instructed firms get a separate Law Firm Portal with per-matter scoping. They submit time, draft invoices, and see your responses without touching your in-house system.
Encrypted at rest
AES-256-GCM envelope encryption. Per-tenant DEK wrapped by a master KEK. HMAC lookup hashes for equality search without plaintext.
Multi-tenant RBAC
Auth0 Organizations for SSO. Configurable roles over a shipped permission catalog. Audit events on every mutation.
Give the business a front door to legal.
No more forwarded emails and shadow Slack threads. Product managers, commercial leads, and operations raise structured requests, see the timeline, and find answers in your internal knowledge base before they ever need a lawyer's time.
Business-user view
In-house inbox
Secure by design
Legal data never sits in plaintext.
Envelope encryption, tenant-isolated keys, RBAC, and audit logging are foundational — not an upsell.
AES-256-GCM at rest
Per-tenant DEK wrapped by a master KEK. PII columns encrypt transparently via a SQLAlchemy TypeDecorator.
Auth0 Organizations
SSO per legal team. Tenant identity from a verified JWT claim — never a request body.
Permission-scoped RBAC
Shipped permission catalog + configurable roles per team. Every route gates on a code.
Immutable audit trail
Every mutation lands in audit_events with actor + path + request ID. No plaintext PII in logs.
OWASP ASVS L2
Input validation at every boundary. 401 vs 403 never blurred. Strict CSP + HSTS posture.
No secrets in git
gitleaks + dependency audits on every PR. KEK moves to Azure Key Vault at cutover.
Pricing
Per-seat SaaS. Indicative tiers today.
Every feature ships in every tier — the split is seat count and support depth. Real billing turns on at production launch; the current page is indicative.
FAQ
Frequently asked
Ready to see it in action?
Book a 20-minute walkthrough. We'll show you the Business Portal, Casey's suggested answers, and AI-reviewed invoices on a real matter.