CaseFiles

CaseFiles is a case management platform designed to help teams organize, track, and collaborate on complex matters. It provides a centralized workspace for creating and storing case records, evidentiary materials, communications, and deadlines, enabling legal practitioners, investigators, journalists, and compliance teams to manage information securely and efficiently.

Each case includes a structured file set, notes, tasks, calendars, timelines, and versioned documents. The system supports tagging, full-text search, and advanced filters to locate items. It also offers task assignment, reminders, secure messaging, and an audit trail to document changes and access.

The platform emphasizes data governance and security. It provides role-based access control, two-factor authentication, encryption at rest and in transit, automated backups, and data retention policies. It supports compliance with applicable standards and regulations, such as GDPR, HIPAA where relevant, and maintains an audit log for legal and organizational review.

CaseFiles is a web-based application with optional mobile clients. It includes APIs and integrations to connect with email, document management, and document signing tools. Organizations can deploy CaseFiles in the cloud or on-premises, depending on policy and latency requirements.

Users adopt CaseFiles to standardize workflows, maintain chain of custody for evidence, manage deadlines and communications, and collaborate across internal and external teams. Critics note that the platform can have a learning curve and may require dedicated administration for optimal configuration.