Casepoint

Key Features and Functions include:

Unified Data Discovery Platform
Casepoint provides a single cloud-based environment for managing litigation, investigations, and compliance-related data. The platform consolidates legal hold, discovery, investigative review, and public records response workflows to reduce fragmentation across systems and maintain consistent audit trails.

Legal Hold and Data Preservation
Tools support issuing and managing legal holds, tracking custodians, and preserving data in place. Automation features assist with notifications, compliance monitoring, and reporting, enabling organizations to manage hold obligations within a centralized workflow.

Data Collection and Processing
The platform connects to enterprise data sources using built-in connectors and APIs to collect, process, and normalize multiple file types. Processing features include OCR, deduplication, metadata extraction, and exception handling for large-scale document ingestion and review preparation.

AI-Assisted Review and Analytics
Machine learning and analytics capabilities support document classification, relevance identification, and advanced filtering across large data sets. AI tools can assist with document summarization, natural language search, and automated categorization to accelerate discovery and investigation workflows.

Investigation and Case Analysis Tools
Investigation modules enable organizations to analyze relationships among people, documents, and events. Visualization tools and integrated review workflows help teams assess evidence, manage investigative records, and prepare defensible findings.

FOIA and Public Records Request Management
Casepoint includes tools designed for government agencies responding to FOIA and public records requests. Workflow automation, collaboration tools, and reporting capabilities support request intake, review, redaction, and response management.

Platform Unification and Workflow Automation (2026 Update)
Recent enhancements expand unified workflows across legal hold, discovery, investigations, and FOIA management. The updates include over 100 legal hold improvements, additional enterprise data connectors, expanded file-type processing, audio and video transcription, and generative-AI features to support search, summarization, and classification while maintaining centralized audit trails.

In January 2025, Casepoint announced that it has merged with government process management software company OPEXUS, which provides a number of Freedom of Information Act (FOIA), investigation, workforce management, and contract solutions for government agencies in the U.S. and Canada.