Legal-specific · eDiscovery and litigation · Medium confidence
Casepoint · Casepoint commercial eDiscovery/FOIA platform and Casepoint IQ. FedRAMP/IL5 environments are separate. Standard Terms include a no-AI-training-without-approval clause.
Unified eDiscovery and investigations platform with Casepoint IQ. Strong US government certifications (FedRAMP High, ISO 27001:2022, SOC 2). Terms: no AI training without customer approval; liability cap is six months of fees.
Opens a private software assessment of Casepoint IQ for one task, with this profile’s questions to hand.
| Deployment | SaaS, On-premises, Hybrid |
|---|---|
| Hosting regions | United States, Unknown |
| Australian region | Unknown |
| Assurance | SOC 2 Type II, SOC 1 Type II, SOC 3, ISO 27001:2022, ISO 9001:2015, FedRAMP High |
| Training on customer content | No |
| Pricing summary | Order/SOW pricing. No public list prices. |
| Australian presence | Unknown — US government-focused certifications. AU region not on the security page. |
Define the configuration, people, information and tasks being assessed.
Public claim only
Casepoint unified eDiscovery/FOIA/investigations platform plus Casepoint IQ (human-in-the-loop AI). SaaS, on-prem, or customer/third-party hosting. Government FedRAMP High SKUs differ from commercial.
Ask: Confirm commercial versus FedRAMP/IL5 environment and which IQ features.
Public claim only
SaaS default; Alternative Hosting (customer/third-party) permitted with notice. Certifications: FedRAMP High/Moderate, DOD IL4–IL6 on certain environments.
Ask: Which environment and region for our matter data?
Public claim only
eDiscovery, legal hold, FOIA, investigations, compliance; IQ AI with HITL governance.
Ask: Which AI workflows?
Not confirmed
US government-heavy. No AU region on the security page.
Ask: AU hosting?
Record the practical work needed to introduce and maintain the software.
Not confirmed
Order/SOW pricing.
Ask: Quote?
Not confirmed
RBAC claimed. SSO not detailed on the security extract.
Ask: SSO/SCIM?
Not confirmed
Professional services via SOW.
Ask: SLA?
Compare complete work at the required quality, including checking and correction.
Not confirmed
HITL claimed. No public accuracy study.
Ask: Review-quality metrics?
Not confirmed
Fit for eDiscovery/FOIA in US-regulated environments. Not AU court analytics.
Ask: Matter types?
Compare the actual configuration with firm, client and jurisdiction requirements, supported by evidence.
Not confirmed
Typically internal/government.
Ask: External portal?
Not confirmed
IQ is 'purpose-built AI'; LLM vendors not named.
Ask: Name model providers.
Not confirmed
Not listed on the security page.
Ask: Subprocessor list?
Public claim only
Terms: AI Inputs/Outputs are Customer Data. Casepoint will not use them for product improvement, unrelated analytics, or AI training without Customer approval.
Ask: Confirm IQ is covered and no approval has been given.
Public claim only
Training/improvement of AI requires Customer approval.
Ask: Disable any rating channel.
Not confirmed
Not specified in the extracts.
Ask: Matter data retention?
Public claim only
Return/destroy Confidential Information on written request with certification.
Ask: Certified deletion of IQ prompts and indexes?
Not confirmed
HITL is customer reviewers. Vendor staff access unknown.
Ask: When can Casepoint staff read documents?
Public claim only
RBAC; encryption plus role-based access.
Ask: SSO-only?
Public claim only
Customer Data encrypted in transit and at rest (terms). Algorithms not named.
Ask: TLS/AES/CMK?
Public claim only
SOC 1/2/3, ISO 9001:2015, ISO 27001:2022, NIST 800-53/171; FedRAMP High (first discovery platform claimed), IL4–6 on some environments. Reports not inspected.
Ask: Commercial SOC 2 Type II and ISO 27001 scoped to IQ.
Public claim only
Standard Terms: AI inputs/outputs confidential; DPA at security URL. Liability cap: fees in the six months preceding the claim. Indirect damages excluded. Claims within one year.
Ask: Execute DPA; negotiate cap/forum for AU.
Not confirmed
US-centric certifications. AU transfers unknown.
Ask: APP 8?
Not confirmed
Security controls described; notice clock not in the extract.
Ask: Breach notice timeline?
Public claim only
Casepoint may implement new software versions without prior approval.
Ask: Notice before IQ model change?
Public claim only
Return/destroy on request.
Ask: Export then certified deletion?
Not confirmed
Unified platform; connectors not listed here.
Ask: Enabled connectors?
Not confirmed
Discovery vault marketing says data never leaves the vault. Confirm IQ cannot call the open web.
Ask: Web off?
Not confirmed
HITL governance claimed. IQ can classify/review.
Ask: Which IQ actions need human confirm before production?
Public claim only
Human-in-the-loop is the IQ marketing premise.
Ask: Audit log of IQ decisions?
Official pages reviewed for this profile, last reviewed 2026-09-21.
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