CaseBook

CaseBook is a digital platform designed to manage legal cases and related materials, typically serving law firms, corporate legal departments, and academic institutions. It aims to centralize case files, correspondence, and notes in a searchable, auditable environment. While the term can apply to various products, a CaseBook solution generally emphasizes matter-centric organization, standardized workflows, and secure collaboration.

Core features commonly found in CaseBook platforms include:

- A case-centric document repository with versioning and tagging

- Notes and annotations linked to specific items

- Task and calendar management with reminders

- Time tracking and optional billing integration

- Secure sharing with role-based permissions and audit logs

- Search, full-text indexing, and analytics

- Integrations via APIs with document management, e-discovery, accounting, or other practice-management tools

Deployment and use cases vary, but most CaseBook solutions offer cloud-based software-as-a-service along with on-premises or hybrid options. They typically provide mobile access across iOS and Android, API-enabled integrations, and data export capabilities for portability. Common use cases include intake and matter creation, document assembly and discovery, collaboration on briefs and memos, and academic workflows for organizing case excerpts and teaching materials.

History and reception of CaseBook concepts reflect broader changes in legal technology, driven by the need to manage increasing volumes of documents and communications. Adoption depends on organization size, jurisdiction, and budget, with considerations such as total cost of ownership, data migration, security posture, and vendor support. Related topics include Casebook, legal case management software, and knowledge management systems.