CaseRead

Overview

CaseRead is a legal research and document-workflow tool that searches a firm's project files alongside public law. It is best suited to solo practitioners and firms that want research, citation checks and browser-based Word editing together. Its scope is compelling, but the free tier is tightly capped and customer sign-in lacks MFA and SSO.

Key features

• Research across firm files and public law: CaseRead returns citations to both project files and public authorities, with coverage spanning federal law, all 50 states, DC and Puerto Rico. That breadth can help firms keep internal materials and legal sources in one workflow.
• Deeper answers and citation checks: Deep research adds a web-search pass before answering. Hallucination Shield checks whether citations exist and support the claims, up to 50 citations per run. These are useful checks, not a replacement for a lawyer's review.
• Document work: Users can upload documents for analysis and edit Word files in the browser; AI revisions arrive as tracked changes. Analysis page limits rise by plan, so teams handling lengthy documents need to account for those ceilings.
• Integrations: Plans include Google Drive and OneDrive or SharePoint connectors, and confirmed document dates can be sent to Google Calendar. The Clio connector is marked as coming soon on paid plans; Slack notifications are coming soon for Team and Enterprise.
• Security: CaseRead says firm vaults use separate database schemas, are private by default and are not used to train AI models. Its database and files are hosted in the United States on AWS via Supabase, with AES-256 encryption at rest and HTTPS on every page. However, it has not completed a SOC 2 audit and does not offer MFA or SSO for customer accounts, material shortcomings for firms with strict security requirements.

Pricing

CaseRead offers a free plan, paid plans from $71/user/mo billed annually, and a 7-day trial. The free tier is a practical way to evaluate a small workflow, but three research messages and two citation checks per day, 25-page analysis, three projects, 100 MB of storage and one user make it restrictive for regular matter work.

• Free — free: Includes the stated daily research and citation-check caps, 25-page document analysis, three projects, 100 MB storage and one user. Best for an individual testing fit; the low quotas and storage limit are unlikely to support sustained use.
• Solo — $71 per seat/month, billed annually: Unlimited research, 100-page analysis, 10 GB storage, 50 projects and one seat. This is the clearest upgrade for a solo practitioner who needs ongoing research, but annual billing and the single seat make it a poor fit for shared firm use.
• Team — $119 per seat/month, billed annually: Unlimited research, 300-page analysis, 100 GB storage and unlimited projects, with seat count chosen by the firm. It suits multi-lawyer practices needing shared capacity, though the per-seat annual commitment raises the cost as the team grows.
• Enterprise — custom pricing: Unlimited seats and storage, custom data retention, a custom SLA and DPA, API access, and a dedicated account manager. This is aimed at firms needing tailored terms and support rather than a published seat price.

Team also includes priority support. The paid-plan Clio connector is still coming soon, so firms relying on that integration should not choose a tier on the assumption it is already available.

Platforms

CaseRead is offered on web and through an API. It is not presented as a native desktop or mobile app.

Who it's for

Solo practitioners can use Solo for uncapped research and larger document analysis than the free tier permits. Small and multi-lawyer firms may find Team's configurable seats, larger analysis limit and unlimited projects more suitable. Firms requiring completed SOC 2 auditing, MFA or SSO should look elsewhere until those gaps are addressed.

Pros and cons

• Pro: Research spans firm project files and broad public-law coverage, with citations to both.
• Pro: Browser-based Word editing with tracked AI revisions combines drafting with research and document analysis.
• Pro: Citation checks and private-by-default vaults add useful safeguards to legal workflows.
• Con: Free usage is limited to three research messages and two citation checks daily, with only 100 MB storage.
• Con: Solo and Team pricing is billed annually, and Team costs $119 per seat/month.
• Con: No MFA or SSO for customer accounts, and no completed SOC 2 audit, may rule it out for security-conscious firms.

Alternatives

For a broader comparison, see AI Legal Research Software.

• Align Research is another freemium web option for readers comparing legal research tools.
• Clauselex may suit readers seeking a web-based freemium service with a free daily quick-research allowance and drafting quota.
• Curia is worth considering if a CAD-priced web service with credit-based plans, cited case research and document analysis fits better.
• Legalcode is an API and web alternative with a free tier that states request quotas and coverage across 40 jurisdictions.
• ArkLegal AI is an alternative for readers who prefer Android or iOS access alongside web.
• CaseCraft is an alternative with Android, iOS and web access and one-time credit purchases.
• Judicex is a free alternative for readers seeking desktop, web or self-hosted options.
• ModulawAI is a paid alternative available on web and desktop platforms.

Verdict

CaseRead is a strong fit for solo practitioners and firms that want internal-file and public-law research, citation checks and Word editing in one workflow. Its breadth and tracked revisions are the main reasons to choose it; its annual paid-plan commitment and missing MFA, SSO and completed SOC 2 audit are good reasons to look elsewhere when budget flexibility or account-security controls are decisive.