CaseReview® is a cloud-based legal record retrieval and case management platform designed for law firms and legal teams handling complex, document-intensive matters. The platform organizes large volumes of medical, legal, educational, and employment records into structured, searchable, and chronologically indexed case files accessible via a secure online workspace.

Key features and functions include:

Chronological Timeline and Indexing CaseReview automatically organizes uploaded records into a chronological timeline and event chart. Users can navigate directly from a summary event to the corresponding source page within the original document.

OCR-Powered Search The platform applies Optical Character Recognition (OCR) to uploaded files, enabling full-text keyword search across large record sets. Users can search for medications, diagnoses, physician names, and other terms that standard PDF readers do not index.

Collaborative Workspace Multiple team members can access a case file simultaneously. Users can highlight evidence, add case notes, and tag specific pages or exhibits for attorney review or deposition preparation.

AI-Assisted Event Generation The platform includes a closed AI event generation and indexing function, limited to the records within the case file and subject to human review and oversight.

Research Library Users can build a personalized library of legal precedent and research materials and assign those resources directly to active cases.

HIPAA-Compliant Cloud Storage Case files are stored in a secure, cloud-based environment with encryption. The platform is accessible from any device, supporting remote and courthouse access.

Full-Service Managed Option In addition to the self-service subscription, MINDSET offers a full-service tier in which the company's specialists handle record retrieval, AI-assisted indexing, and quality review, delivering a structured case file to the legal team upon completion.