CaseMark
CaseMark is an AI-powered legal platform serving solo practitioners through AmLaw 100 firms and court reporting agencies. Built on a proprietary case.dev infrastructure with 800+ legal agent skills, it offers document summarization, deposition analysis, transcription, and white-label court reporting via subscription and usage-based pricing.
- Company typePrivate
- Founded2023
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What CaseMark does
CaseMark is a US-based legal AI company that builds generative-AI tools for attorneys and court reporting firms, serving a customer base that the company describes as ranging from solo practitioners to AmLaw 100 firms and including 7,000+ attorneys and customers. Its core product surface consists of a matter-centric Workspace platform, a white-label Court Reporting platform, and a suite of Structured Summaries (deposition, medical chronology, case, and trial/hearing) supported by 800+ pre-built legal agent skills covering litigation, transactional, regulatory, corporate, and family law workflows. The architecture is built on a proprietary infrastructure layer called case.dev, which exposes 18 services through a single API and underpins an open-source terminal-based legal agent (Linc), positioning the company against generic GPT wrappers. CaseMark is SOC 2 Type II audited, HIPAA compliant, and architecturally committed to zero AI training on customer data with US-only data residency on AWS and Azure.
The company monetizes through a hybrid model combining subscription tiers and usage-based pricing. Workspace plans run from Pro at $100/month for individual users to custom-priced Teams (2–10 users) and Enterprise (10+ users) tiers that include SSO, BAA availability, dedicated success management, and isolated compute. Pay-as-you-go products — legal summaries at $25 each, medical summaries at $25 + $0.10/page, and transcription at $25 per transcript — require no monthly platform fee, lowering the barrier for solos and small firms. Court reporting firms pay platform fees starting at $2,500/month for white-label transcript services. Distribution combines self-serve product-led growth (free signup with $5 credit at app.casemark.com), direct enterprise sales, OEM embedding through Smokeball's AI Apps Marketplace, and white-label court-reporting deployments.
CaseMark launched its initial product in December 2023, raised a $1.7 million seed round in June 2024 led by Gradient Ventures (Google's AI-focused seed fund) with participation from Cambrian, Ride Home AI Fund, Alumni Ventures, and Lerer Hippeau, and has since layered on enterprise features, a Smokeball integration (September 2025), an ALM Legalweek Leaders in Tech Law Award (March 2025), Court Reporting GA (February 2026), CaseMark Operator (March 2026), and the Linc open-source agent (June 2026). The company is led by CEO Scott Kveton and is incorporated in Delaware with a registered address in Portland, Oregon and team presence in San Francisco.
CaseMark firmographics
Firmographics- Name
- CaseMark
- Legal name
- CaseMark AI, Inc.
- Website
- https://casemark.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CaseMark is an AI-powered legal platform serving solo practitioners through AmLaw 100 firms and court reporting agencies. Built on a proprietary case.dev infrastructure with 800+ legal agent skills, it offers document summarization, deposition analysis, transcription, and white-label court reporting via subscription and usage-based pricing.
- Ownership category
- akta.pro rank
CaseMark industry classification
Industry- Product category
- Legal AI Software
- NAICS
- Legal Services (5411), Document Preparation Services (56141)
- SIC
- Services-Legal Services (8111), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Document Indexing, Tagging & Metadata Enrichment (BPAAAKAD)
Keywords
Where CaseMark is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
CaseMark business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure
Revenue model
- Workspace Subscription Plans: Monthly subscription plans for the matter workspace: Pro at $100/month for individual users, Teams at custom pricing for 2-10 users, and Enterprise at custom pricing for 10+ users with advanced features like BAA, dedicated compute, and success management.
- Court Reporting Platform: White-label transcript services for court reporting firms with platform fees starting at $2,500/month, built around transcript volume, delivery model, client portals, and custom output workflows.
- Pay-As-You-Go Summaries: One-time per-use purchases for legal summaries at $25 each, medical summaries at $25 + $0.10/page, and transcription at $25/transcript. No monthly platform fee required for these transactions.
- Per-Use AI Services (Smokeball Integration): Pay-per-use model embedded within Smokeball's AI Apps Marketplace allowing firms to track and bill AI costs back to cases.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Pro - Individual legal professionals |
| Subscription | Multi-year contract | Teams - Legal teams 2-10 users |
| Subscription | Multi-year contract | Enterprise - 10+ users |
| Unit Pricing | Pay-as-you-go | Legal Summaries - Pay as you go |
| Unit Pricing | Pay-as-you-go | Medical Summaries - Pay as you go |
| Unit Pricing | Pay-as-you-go | Transcription - Pay as you go |
| Subscription | Monthly | Court Reporting Platform |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
CaseMark product offering
Product offeringCore offering
CaseMark is a generative AI-powered legal platform that automates document summarization, deposition analysis, medical chronology generation, and 800+ legal workflows for solo practitioners, law firms, corporate legal departments, and court reporting agencies. The platform provides a central matter workspace with AI chat, document analysis, structured summaries, and white-label transcript services, powered by a proprietary infrastructure layer (case.dev) exposing 18 services via unified API.
Product overview
CaseMark is a legal AI platform positioned as 'The Legal Operating System for the Agent Era.' The architecture consists of a core Workspace platform that serves as the central matter hub, with specialized products including Court Reporting (white-label transcript services) and Structured Summaries (by record type). The platform offers over 800 AI-powered legal agent skills across Litigation, Transactional, Regulatory, Corporate, and Family Law workflows. Sub-products include Deposition Summaries (page-line, narrative, analysis formats), Medical Chronologies, Case Summaries, Trial and Hearing Summaries, and Transcription services. The Case.dev Platform layer exposes 18 services via API for legal software developers, with open-source components like the Linc terminal-based legal agent. Pricing includes Pro ($100/month), Teams, and Enterprise tiers for Workspace; pay-per-use for summaries ($25/summary) and transcription ($25/transcript); and Court Reporting starting at $2,500/month.
Differentiator
Problem solved
Functional benefit
Brands
- case.dev: The infrastructure platform layer for CaseMark. An API platform with 18 services for building legal software.
Products and services
- Workspace Central matter workspace for legal teams providing document analysis, AI chat, access to 800+ legal agent skills, and document storage. Manages intake, recordings, transcript review, legal work product, secure delivery, and client collaboration from a single matter-centric platform.
- Court Reporting Platform White-label transcript services platform for court reporting firms. Includes AI transcription, automated transcript QC, matter-centric provider workspace, reporter-controlled certification workflows, branded client portal with custom domain support, and secure delivery. Platform fees start at $2,500/month.
- Structured Summaries Structured legal deliverables by record type including deposition summaries, medical chronologies, case summaries, and trial/hearing summaries. Offers citation-rich outputs with page-line and narrative formats at $25/summary.
- Deposition Summaries AI-powered deposition transcript summarization in page-line, narrative, and analysis formats with citations back to source documents.
- Medical Chronologies Cited timelines from medical records including treatment histories, medical record analysis, and provider history. Priced at $25 plus $0.10 per page for larger records.
- Case Summaries Summaries of motions, pleadings, and case files for litigation preparation and analysis.
- Trial and Hearing Summaries Proceeding summaries for litigation teams covering trial and hearing documentation.
- Transcription Audio and video transcription service with speaker diarization and timestamps. Priced at $25 per transcript with no per-page or hourly fees.
- Case.dev Platform The underlying API platform layer powering CaseMark, offering 18 services via one API for developers building legal software. Described as 'everything CaseMark runs on, available as an API'.
Quantifiable outcome
- From gigabytes of discovery to motion for summary judgment in under an hour (self-reported platform claim)
- +4 more outcomes
Companies that use CaseMark
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
CaseMark technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability8 records
Feature7 records
CaseMark partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- SmokeballcoreCo-hosted live webinar demonstrating integrated software helping personal injury law firms streamline case preparation workflows. Session showcased AI-powered legal summaries designed to reduce time preparing depositions, reviewing testimony, and organizing discovery documents.
- SmokeballcoreCaseMark became the first embedded partner in Smokeball's AI Apps Marketplace. CaseMark's AI-powered tools including Deposition Summaries and Medical Record Chronologies are integrated into Smokeball's cloud-based legal practice management platform. Partnership enables pay-per-use billing back to cases for law firms.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
CaseMark competitors and assessment
Company assessmentDirect peers
- Ironclad: Ironclad is a contract lifecycle management platform with embedded AI for drafting, review, and redlining. Comparable to CaseMark's transactional workflow layer (294 pre-built workflows) and to its broader positioning as AI-native legal infrastructure.
- Evisort: Evisort is an AI contract analysis and document intelligence platform serving in-house legal teams and law firms. Comparable to CaseMark on document processing, summarization, and AI-driven extraction, though historically more focused on contracts rather than litigation workflows.
- Harvey: Harvey is the leading AI legal platform for law firms, offering document analysis, drafting, and research tools for solo practitioners through AmLaw 100. Direct head-to-head competitor to CaseMark across the same customer segments and workflow categories (litigation, transactional, regulatory).
- Spellbook: Spellbook provides AI-powered legal drafting and contract review for practicing attorneys, with a focus on transactional work. Closely comparable to CaseMark's 294 transactional workflows and Pro/Teams pricing tiers targeting solo and small firm attorneys.
Broad incumbents
- vLex: vLex is a global legal research and AI platform that, like CaseMark, combines authoritative legal content with generative AI workflows. Comparable on legal research and drafting, and represents the kind of full-stack legal AI competitor CaseMark would face if it expanded beyond the US.
- Glean: Glean is an enterprise AI search and assistant platform that has expanded into legal and compliance verticals. Comparable as a broader enterprise AI platform with similar chat-against-document intelligence capabilities, though Glean serves all departments rather than specializing in legal workflows.
- LexisNexis AI (Lexis+ AI): LexisNexis's AI assistant layer over its legal research database competes directly with CaseMark's legal research and chat-against-matter-files capabilities. Major incumbent in the same customer base with deep enterprise distribution into law firms and corporate legal departments.
- Thomson Reuters CoCounsel: CoCounsel is Thomson Reuters' flagship generative AI legal product, bundled with Westlaw and Practical Law. Targets the same law firm and corporate legal segments as CaseMark but with the resources of a $50B+ legal publisher and pre-existing enterprise relationships across AmLaw 100.
Emerging players
- Clio: Clio is the largest cloud-based legal practice management platform, with growing AI features (Clio AI) and an app ecosystem. CaseMark integrates with Clio, and Clio's SMB law firm base overlaps directly with CaseMark's primary customer segment.
Others
- Smokeball: Smokeball is a cloud-based legal practice management platform that is both CaseMark's first embedded AI Marketplace partner and a distribution channel. Adjacent rather than competitive, but central to CaseMark's GTM motion for SMB law firms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
CaseMark social profiles
Digital presenceCaseMark compliance and trust
Trust signalCompliance3 records
CaseMark financial estimates
Financial estimateRevenue estimate
Valuation estimate
CaseMark leadership team
Management profileNumber of profiles
Profiles4 records
CaseMark funding detail
Funding detailFunding overview
Funding rounds1 record
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CaseMark M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CaseMark
What does CaseMark do?
CaseMark is a generative AI-powered legal platform that automates document summarization, deposition analysis, medical chronology generation, and 800+ legal workflows for solo practitioners, law firms, corporate legal departments, and court reporting agencies. The platform provides a central matter workspace with AI chat, document analysis, structured summaries, and white-label transcript services, powered by a proprietary infrastructure layer (case.dev) exposing 18 services via unified API.
Is CaseMark a public or private company?
CaseMark is a private company. It is classified as venture growth investor backed and is currently operating.
When was CaseMark founded?
CaseMark was founded in 2023. It employs 1 to 10 people.
Where is CaseMark based?
CaseMark is headquartered in San Francisco, United States, in the North America region.
How does CaseMark make money?
Four revenue lines are on record. Workspace Subscription Plans are the primary driver. The others are court Reporting Platform, pay-As-You-Go Summaries and per-Use AI Services (Smokeball Integration).
Who are CaseMark's main competitors?
Direct peers on record are Ironclad, Evisort, Harvey and Spellbook. Broad incumbents are vLex, Glean, LexisNexis AI (Lexis+ AI) and Thomson Reuters CoCounsel. Clio is listed as an emerging player. Smokeball is listed as an others.
Does CaseMark have an API?
Yes. Case.dev is the platform layer that powers CaseMark, offering 18 services via one API. The platform is described as 'everything CaseMark runs on, available as an API' for developers building legal software. Developer documentation is at docs.case.dev.
What industry is CaseMark in?
CaseMark's product category is Legal AI Software. Its primary akta.pro industry code is BPAAAKAD, Document Indexing, Tagging & Metadata Enrichment. Its NAICS code is 5411 and its SIC code is 8111.