What Casepoint does

Casepoint is a legal technology company that provides an AI-powered, cloud-native platform unifying legal hold, eDiscovery, FOIA management, investigations, and compliance workflows within a single environment. The platform is built on a scalable architecture supporting SaaS, on-premises, and hybrid deployments and incorporates built-in AI capabilities under the CaseAssist brand, including technology-assisted review (TAR 1.0 and TAR 2.0), active learning, natural language search, document summarization, and audio/video transcription. Through its January 2025 merger with OPEXUS under Thoma Bravo ownership, Casepoint also offers specialized government products such as FOIAXpress, eCASE Audit, eCASE Investigations, ATIPXpress, and mLINQS, expanding its footprint across federal civilian, federal defense, state and local, and Canadian government markets.

Casepoint serves U.S. federal agencies including the Department of War/Defense Legal Services Agency, the Department of Defense, the SEC, the VA, the USDA, the U.S. Courts, and the NCUA, alongside Fortune 500 and large enterprise customers such as Marriott, Mayo Clinic, Duke, Leidos, Thyssenkrupp, Paccar, Cotiviti, and DocuSign, as well as law firms including Lewis Roca, Kramer Levin, Beveridge & Diamond, Larkin Hoffman, and SWM Firm. The company claims penetration of approximately 78% of government agencies, holds FedRAMP High, DoD Impact Level 5, DoD Impact Level 6, ISO 27001, ISO 9001, SOC 1/2/3, HIPAA, ITAR, NIST 800-53, NIST 800-171, and GDPR certifications, and is one of only six SaaS companies globally with DoD IL6 authorization. These credentials function as both a regulatory entry barrier and a sales accelerator in the federal segment.

Casepoint operates a direct enterprise field sales motion with a 'Request a Demo' lead capture process on its website, supplemented by strategic technology partnerships such as the May 2026 Proofpoint Archive integration. Revenue is generated primarily through SaaS subscription licenses on annual or multi-year terms, with usage-based per-GB/per-month pricing for Casepoint Filestore storage, and supplemental professional services for implementation, migration, training, and consulting engagements. The combined Casepoint-OPEXUS entity employs approximately 800 people and is led by CEO Paul Colangelo (appointed June 2026) and CPO Pete Feinberg (appointed March 2026), with the company positioning for further consolidation of fragmented legal technology point solutions into a unified workflow platform.

Name

Casepoint

Legal name

Casepoint LLC

Website

https://casepoint.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Casepoint is an AI-powered legal technology company providing a unified cloud platform for eDiscovery, legal hold, FOIA, investigations, and compliance. It serves U.S. federal agencies (DoD, SEC, VA, USDA, U.S. Courts) and Fortune 500 corporations and law firms.

Ownership category

akta.pro rank

Product category

Legal Technology Software (eDiscovery / Legal Hold / FOIA)

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ)

akta.pro secondary industries

Claims Data Capture, Indexing & Document Management (BPAAAFAB), Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII) (HDAEANAG), Data Privacy, Consent & Compliance Management (HDAEADAG)

Keywords

• EDiscovery software
• Legal technology platform
• FOIA management software
• Legal hold automation
• Government compliance solutions

Headquarters

HQ city

Virginia Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription Licenses: Cloud-based software-as-a-service subscription model with annual or multi-year contract terms. Customers pay for platform access based on user seats, data volume, and feature tiers. The company also offers per-GB/per-month pricing structure for data storage.
2. Professional Services: Implementation, migration, training, and consulting services. Casepoint provides professional services for large-scale migrations, platform implementation, and custom workflow development, as demonstrated by case studies showing migration services for Fortune 500 clients.
3. Enterprise Licensing: For government and large enterprise customers requiring dedicated deployments, Casepoint offers enterprise licensing arrangements with custom pricing based on scope, security requirements, and support levels.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels16 records

Core offering

Casepoint provides a cloud-native, AI-powered unified data discovery platform for eDiscovery, legal hold, FOIA, investigations, and compliance workflows, deployed as SaaS, on-premises, or hybrid. The platform integrates built-in AI (CaseAssist), TAR, natural language search, document summarization, secure cloud storage, and specialized government modules into a single end-to-end solution trusted by federal agencies and large enterprises. It serves both government (federal civilian, federal defense, state/local, Canada) and corporate legal/compliance teams with FedRAMP High and DoD IL5/IL6 security authorizations.

Product overview

Casepoint offers a unified AI-powered platform architecture combining a core platform with integrated modules and specialized government solutions. The core Casepoint Platform provides end-to-end capabilities across legal hold, eDiscovery, investigations, FOIA, and compliance, supported by platform modules including Casepoint AI (for advanced analytics and TAR), Casepoint Investigator (for investigations with visualizations), and Data Connectors (for cloud data collection). Specialized government solutions include ATIPXpress (for Canadian ATIP requests), eCASE Audit, eCASE Investigations, FOIAXpress (FedRAMP-moderate certified FOIA processing), and mLINQS. The company also offers Casepoint Filestore™ for secure cloud storage. The platform is positioned for both corporate legal teams and government agencies, with particular strength in secure government deployments holding FedRAMP High and DoD Impact Level 5/6 authorizations.

Differentiator

Problem solved

Functional benefit

Brands

• OPEXUS: Government software platform including eCASE case management, FOIAXpress, and government workforce management solutions.
• Casepoint Platform
• Casepoint AI / CaseAssist
• Casepoint Investigator

Products and services

• Casepoint Platform Core unified AI-powered data discovery platform combining legal hold, eDiscovery, investigations, FOIA, regulatory, and compliance capabilities into a single integrated system for government agencies and large enterprises.
• Casepoint eDiscovery End-to-end electronic discovery solution for managing litigation workflows, document review, and legal production from data collection through final disclosure, for corporate legal teams and government agencies.
• Casepoint Legal Hold Cloud-based legal hold software that automates the legal hold process, manages custodian notifications and acknowledgments, and ensures defensible preservation of potentially relevant data for corporate legal and government legal teams.
• Casepoint FOIA Purpose-built FOIA and public records request management platform with AI-powered assistants for government agencies to manage request intake, processing, and response workflows.
• Casepoint Filestore Cloud-based secure data storage solution for managing and organizing legal data within the Casepoint platform, with all-inclusive per-GB per-month pricing.
• Casepoint AI AI and advanced analytics suite including CaseAssist Active Learning, Technology Assisted Review (TAR 1.0 and 2.0), natural language search, and document summarization capabilities built into the Casepoint platform.
• Casepoint Investigator Investigations module with visualizations for managing investigative workflows, analyzing data, and generating investigative reports for government and corporate investigation teams.
• ATIPXpress Specialized solution for Access to Information and Privacy (ATIP) requests in Canada, providing case processing capabilities for Canadian government agencies.
• eCASE Audit Dynamic case management and rapid application development platform for audit workflows in government agencies, featuring secure document management and adaptive workflows.
• eCASE Investigations Case management platform for government investigations teams with collaborative information management, robust reporting, and role-based security capabilities.
• FOIAXpress Industry-leading purpose-built FOIA case processing software with FedRAMP-moderate certification for government FOIA operations.
• mLINQS Specialized government solution for managing legal, compliance, and document workflows for government workforce management.

Quantifiable outcome

• 57% reduction in annual eDiscovery costs for Fortune 500 construction company
• +5 more outcomes

Named customers18 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability8 records

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• ProofpointcoreTechnology or Integration · 11 May 2026Strategic partnership involving integration between Casepoint platform and Proofpoint Archive. The integration connects upstream communications governance with downstream legal response workflows, reducing manual handoffs, shortening time-to-insight, and improving defensibility during eDiscovery for joint customers. Available immediately through supported configurations of both platforms.
• OPEXUScoreStrategic or Co-development Partner · 1 January 2025OPEXUS, a government software company, was merged with Casepoint following Thoma Bravo's acquisition. The combination created a unified entity with expanded capabilities in government legal and compliance workflows, including OPEXUS products like eCASE, FOIAXpress, and ATIPXpress.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• NetDocuments: NetDocuments is a cloud-based document management system purpose-built for legal and professional services. It overlaps with Casepoint on document-centric legal workflows and serves similar enterprise legal and government customers.
• Epiq: Epiq is a global provider of legal and compliance services including eDiscovery, document review, and managed services. It is a broad incumbent competing with Casepoint in enterprise and government eDiscovery, often as a services-led alternative.
• Lighthouse: Lighthouse provides technology-enabled eDiscovery, document review, and information governance services to law firms and corporations. Comparable to Casepoint's eDiscovery and investigations offerings with overlap in corporate legal buyers.
• iManage: iManage is a leading document and email management platform for legal, corporate, and professional services firms. It is a broad incumbent in legal content/work management that overlaps with Casepoint's data governance, legal hold, and document review capabilities at larger enterprise deployments.

Direct peers

• Everlaw: Everlaw is a cloud-native eDiscovery and litigation platform serving law firms, corporations, and government agencies with AI-assisted review. Comparable target customers, delivery model (SaaS), and feature overlap with Casepoint's eDiscovery and investigations modules.
• Reveal: Reveal offers an AI-powered eDiscovery platform with processing, review, and investigations capabilities targeting law firms and corporate legal teams. Directly competes with Casepoint's core eDiscovery and investigations modules.
• Logikcull: Logikcull provides a self-service eDiscovery platform for midsize legal teams, corporate counsel, and government agencies. Directly competes with Casepoint on cloud-based document review, processing, and productions for similar buyers.
• DISCO: DISCO is an AI-driven eDiscovery cloud platform competing head-to-head with Casepoint in corporate litigation and investigations. Comparable target market (corporate legal teams and law firms), similar SaaS model, and overlapping AI/TAR functionality.
• Relativity: Relativity (RelativityOne) is the dominant eDiscovery and legal review platform serving Am Law firms, Fortune 500 legal departments, and government agencies. It is Casepoint's most direct competitor across enterprise eDiscovery, with comparable AI/TAR capabilities and an overlapping enterprise customer base.

Emerging players

• Consilio: Consilio is a global legal services and eDiscovery provider offering managed review, consulting, and technology-enabled services. It is closely comparable because it is also a former employer of Casepoint's new CPO and competes for the same corporate eDiscovery buyers, often wrapping third-party platforms including Casepoint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CasePointLLC
• YouTubeyoutube.com/@Casepoint
• Facebookfacebook.com/Casepoint.India
• LinkedInlinkedin.com/company/casepoint-llc
• Instagraminstagram.com/casepoint.hq

Compliance12 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Casepoint