CaseVault
Santa Clara County · Pilot program 2026
Document infrastructure for litigation teams

Find the one email that proves your case.

CaseVault is case-specific document infrastructure for small litigation firms. We ingest your production, map it to the issues in your complaint, and give your team a search tool that thinks the way a litigator does.

See how it works Request a 30-day trial
The gap we filled

Westlaw searches case law. Clio tracks deadlines. Nobody searches your case.

Westlaw and Lexis will find you authority. Clio, Filevine, and Smokeball will track your deadlines and your time. Everlaw and Relativity will scale for AmLaw 100 matters at five to twenty-five dollars a gigabyte, plus review fees.

None of them is built for the twenty-attorney firm that just needs to find the three emails the deponent sent about the subcontractor payment, cross-referenced to paragraph 47 of the operative complaint.

Until now, that work has fallen to a paralegal with a highlighter and a Friday night. CaseVault is the first piece of infrastructure built for how small litigation teams actually work — the plumbing under the practice.

Six things your team stops losing weekends to

Use cases, in the attorney's own words.

01 — Deposition preparation

Build a prep binder in an afternoon, not a week.

The attorney asks every email the deponent sent or received about the 2022 subcontractor dispute

CaseVault surfaces every responsive email across every custodian in seconds. Tag the ones you want. One click builds a hyperlinked prep binder — each exhibit linked to the complaint allegations the deponent is expected to answer for. Your paralegal gets Friday back.

02 — Post-deposition transcript review

Know what helped and what hurt before the transcript is cold.

The attorney asks which lines in this 400-page transcript help us on breach, and which lines the other side will quote back

Upload the transcript. CaseVault flags testimony that aligns with or contradicts each cause of action in your complaint. Export good-lines and bad-lines straight into your next MSJ or mediation brief.

03 — Discovery disputes

Pull the receipts for a motion to compel in an hour.

The attorney asks every transcript line, meet-and-confer letter, and production log where opposing counsel promised the custodian files

CaseVault pulls the full paper trail and attaches it as pre-formatted exhibits to your declaration. The one-hour version of a six-hour job. The same workflow handles sanctions motions, protective-order fights, and privilege-log challenges.

04 — MSJ, MIL, and demurrer prep

Every element gets its folder of evidence.

The attorney asks every document in the record that supports or undermines element three of the breach claim

Each cause of action and each element becomes a folder with the responsive record. You review and curate. CaseVault does the pulling. Separate of counsel and the partner can both see what you've already tagged — no accidental double-work.

05 — Trial witness folders

Direct and cross binders for seven witnesses by Friday.

The attorney asks a direct and cross folder per witness, every exhibit hyperlinked to the complaint allegation it supports

Build per-witness direct and cross folders with the trial exhibit numbers already assigned. Hand the trial team an encrypted drive. The paralegal's Rolodex-of-tabs method, retired.

06 — Mediation and settlement

The ten strongest exhibits, ranked by what they prove.

The attorney asks the ten strongest exhibits for the mediation brief, ranked by issue coverage

CaseVault ranks exhibits by issue density and custodian centrality. Pick, export, drop into the brief. The partner comes out of mediation knowing which document to read on screen when the number stalls.

How it works

Three steps. No cloud upload, no soft-copy ever leaves your office until we come get it.

1

Local pickup

We collect your document production from your office by encrypted courier. Santa Clara County only at launch — Palo Alto to Morgan Hill. Same day in most of the county.

2

Private ingest

Documents ingest on dedicated hardware we own. OCR, deduplication, metadata extraction, custodian mapping, issue tagging against your operative complaint. No public cloud touches your file.

3

Portal access

Your attorneys and paralegals log in to the secure portal. Search, tag, export, and build prep binders. Unlimited users per firm. The system is designed so your paralegal lives in it daily.

Pricing

One price. No hourly bills. No per-gigabyte surprises.

$50 per case, per month
  • Unlimited users per firm
  • Unlimited searches, tags, and exports
  • No document count or gigabyte limits
  • Pickup and ingest included
  • Cancel any case, any month
  • First case free for the 30-day pilot

Billable through to the client as a cost-of-suit line item. Typical lifetime cost on a mid-sized matter: $600 to $1,200, against twenty to forty paralegal hours recovered.

Security

Your production never touches the public cloud.

Who it's for

We stay focused on the practice areas the workflow serves best.

Built for

  • Business and commercial litigation (5–50 attorneys)
  • Employment and wage-and-hour matters
  • Contract disputes
  • Construction defect
  • Partnership and shareholder disputes
  • Real estate litigation

Not serving yet

  • Personal injury
  • Medical malpractice
  • Patent and high-complexity IP
  • Criminal defense
  • Class actions over 10,000 members

Specialized platforms handle these better today. We stay narrow on purpose.

Common questions

What firms want answered before the courier comes.

How is this different from Clio, Filevine, or Smokeball?
Those are case-management systems — deadlines, time entry, billing, client intake. CaseVault is document intelligence. The two sit alongside each other, and most firms use both.
How is this different from Westlaw or Lexis?
Westlaw and Lexis search case law. CaseVault searches the documents in your case — your production, your transcripts, your meet-and-confer letters. The two complement each other.
How is this different from Everlaw or Relativity?
Enterprise eDiscovery platforms are priced for AmLaw 100 matters at five to twenty-five dollars per gigabyte per month, plus review fees. For a $50,000 employment matter, that math doesn't work. We rebuilt the workflow at mid-market economics.
What file types do you ingest?
PDF, Word, Excel, PowerPoint, Outlook PST, Gmail MBOX, iCloud mail export, Slack export, WhatsApp export, court transcripts (ASCII and PTX), bate-stamped productions, scanned documents (we OCR).
Does your team see our documents?
No one at CaseVault reads your documents absent an explicit written request from your firm. The system is self-serve by design. If you'd like us to run a custom ingest for a production with unusual formatting, that is a separate engagement you authorize in writing.
What happens to our data if we cancel?
Any case, any month. We export your work product — tagged exhibits, prep binders, search history — in a format your next vendor can read, then securely destroy the ingested copy and give you a certificate of destruction.
Is CaseVault a law firm?
No. CaseVault is a litigation-support vendor. We do not practice law and we do not give legal advice. Your firm's attorneys supervise all work product in accordance with California Rule of Professional Conduct 5.3.
Can we bill the $50 to the client as a case cost?
Yes, as a cost-of-suit line item. We provide a monthly invoice formatted for pass-through. We recommend you disclose the charge in your retainer, the same way you'd disclose Westlaw research charges.

Start with one live case, one archive case.

Thirty days, no contract, pickup included. Bring one live matter where a deposition or motion is coming up, and one closed matter where we can measure against what it actually took.

Request pilot access