---
title: "Casepoint IQ (Casepoint)"
url: "https://ailawframework.com/software/casepoint"
type: "software_profile"
site: "AI Law Framework"
id: "casepoint"
vendor: "Casepoint"
category: "Legal-specific"
segment: "eDiscovery and litigation"
confidence: "medium"
last_reviewed: "2026-09-21"
---

# Casepoint IQ (Casepoint)

> 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;…

Canonical page: https://ailawframework.com/software/casepoint  
Last reviewed: 2026-09-21

Site index for agents: https://ailawframework.com/llms.txt

Plan covered: 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.

## Capabilities

- eDiscovery document review
- Knowledge search
- Document summarisation

## Key facts

| Fact | Value |
| --- | --- |
| 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 | Order/SOW pricing. No public list prices. |
| Australian presence | Unknown. US government-focused certifications. AU region not on the security page. |
| Website | https://www.casepoint.com/ |

## What the research found

| Topic | Status | Finding | Open question | Sources |
| --- | --- | --- | --- | --- |
| productPlan | 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. | Confirm commercial versus FedRAMP/IL5 environment and which IQ features. | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/); [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/); [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| deployment | Public claim only | SaaS default; Alternative Hosting (customer/third-party) permitted with notice. Certifications: FedRAMP High/Moderate, DOD IL4–IL6 on certain environments. | Which environment and region for our matter data? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/); [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| features | Public claim only | eDiscovery, legal hold, FOIA, investigations, compliance; IQ AI with HITL governance. | Which AI workflows? | [Casepoint IQ](https://www.casepoint.com/casepoint-iq/); [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| jurisdiction | Not confirmed | US government-heavy. No AU region on the security page. | AU hosting? | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| licence | Not confirmed | Order/SOW pricing. | Quote? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| integration | Not confirmed | RBAC claimed. SSO not detailed on the security extract. | SSO/SCIM? | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| support | Not confirmed | Professional services via SOW. | SLA? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| qualityEvidence | Not confirmed | HITL claimed. No public accuracy study. | Review-quality metrics? | [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| taskFit | Not confirmed | Fit for eDiscovery/FOIA in US-regulated environments. Not AU court analytics. | Matter types? | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/); [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| clientAuthority | Not confirmed | Typically internal/government. | External portal? | [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| modelProvider | Not confirmed | IQ is 'purpose-built AI'; LLM vendors not named. | Name model providers. | [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| subprocessors | Not confirmed | Not listed on the security page. | Subprocessor list? | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| trainingUse | 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. | Confirm IQ is covered and no approval has been given. | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| feedbackUse | Public claim only | Training/improvement of AI requires Customer approval. | Disable any rating channel. | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| retention | Not confirmed | Not specified in the extracts. | Matter data retention? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| deletion | Public claim only | Return/destroy Confidential Information on written request with certification. | Certified deletion of IQ prompts and indexes? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| humanAccess | Not confirmed | HITL is customer reviewers. Vendor staff access unknown. | When can Casepoint staff read documents? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| accessControl | Public claim only | RBAC; encryption plus role-based access. | SSO-only? | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| encryption | Public claim only | Customer Data encrypted in transit and at rest (terms). Algorithms not named. | TLS/AES/CMK? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/); [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| assurance | 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. | Commercial SOC 2 Type II and ISO 27001 scoped to IQ. | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/); [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| contract | 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. | Execute DPA; negotiate cap/forum for AU. | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| transfers | Not confirmed | US-centric certifications. AU transfers unknown. | APP 8? | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) |
| incidents | Not confirmed | Security controls described; notice clock not in the extract. | Breach notice timeline? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| changes | Public claim only | Casepoint may implement new software versions without prior approval. | Notice before IQ model change? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| exit | Public claim only | Return/destroy on request. | Export then certified deletion? | [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) |
| connectors | Not confirmed | Unified platform; connectors not listed here. | Enabled connectors? | [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| webSearch | Not confirmed | Discovery vault marketing says data never leaves the vault. Confirm IQ cannot call the open web. | Web off? | [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/); [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| actionControl | Not confirmed | HITL governance claimed. IQ can classify/review. | Which IQ actions need human confirm before production? | [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |
| humanReview | Public claim only | Human-in-the-loop is the IQ marketing premise. | Audit log of IQ decisions? | [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) |

## Notes

T3. Model providers unnamed. AU region unknown. DPA page is the security URL, not a standalone DPA scrape.

## Sources

- [Casepoint data security](https://www.casepoint.com/ediscovery-platform/data-security/) (checked 2026-09-21)
- [Casepoint Standard Terms and Conditions](https://www.casepoint.com/standard-terms-and-conditions/) (checked 2026-09-21)
- [Casepoint IQ](https://www.casepoint.com/casepoint-iq/) (checked 2026-09-21)

A product profile is research to support questions. It does not approve a product for any firm. Public product information supports questions; it does not approve a product for your firm. Verify the exact plan, settings and signed terms.