Alexi vs Caseway: how they compare in 2026

A
Alexi profile
C
Caseway profile
Last verifiedSeptember 27, 2026

Alexi and Caseway are both Canadian AI legal research tools that answer questions with citations to Canadian and United States case law. Caseway sits in the top two bands on eight of fifteen axes and Alexi on seven of fifteen, identical on seven. Alexi's lead is measured accuracy and isolation. It entered the independent Vals Legal AI Report, scoring a 77 percent weighted aggregate and placing second of four systems, and gives each firm its own single tenant environment under SOC 2. Caseway's lead is its published terms and price. Its agreement keeps no session content by default, deletes uploads within 24 hours, commits to notice before compelled disclosure, and indemnifies customers against infringement claims. Caseway also states that material entered is not privileged. Its assistant costs CA$49 a month, and case search is free without an account. Caseway names no model provider and holds no security certification, while Alexi publishes no price or liability terms.

At a glance

Category
AlexiLegal Research
CasewayLegal Research
Founded
Alexi2017
CasewayNot published
Headquarters
AlexiToronto, Ontario, Canada
CasewayNot published
Last verified
AlexiAug 29, 2026
CasewaySep 7, 2026

All 15 axes, side by side

The same grid applied to every vendor in the index, graded from public sources. Hover a grade to see what the letter means on that axis.

AI Centrality

How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.

Alexi
AA on AI CentralityThe artificial intelligence is the product. Remove the models and there is nothing left to sell.

The artificial intelligence is the product. The vendor describes itself as a private single tenant AI engine, built originally to generate evidence backed research memos, with a proprietary model layer and a retrieval first architecture. Remove the models and there is no product: memo generation, precedent finding, chronology building and workflow automation are all model driven. Return to A after three consecutive B grades on this axis in the contract cohort, which is the axis behaving as designed rather than drifting.

Caseway
AA on AI CentralityThe artificial intelligence is the product. Remove the models and there is nothing left to sell.

Every product a customer pays for is model work, and the company was built as one. Casey is a generative research assistant that answers legal questions in conversation and returns cited answers grounded in Canadian and United States case law, with citation-linked analysis of uploaded documents. CaseForm auto-completes court and regulatory forms by extracting required fields from source documents and prior filings and applying jurisdiction-specific logic before submission, which is extraction and rule application rather than a template. Synthium is a retrieval and validation layer built for complex regulated work. The agreement is framed around the same premise, defining Output as material generated by the platform from Input, acknowledging in its warranty section that the platform uses probabilistic prediction and pattern analysis with inherent limitations, and defining third-party large language models as a category of dependency. One non-model surface exists and is described honestly rather than credited: CaseLite is a keyword and citation search interface over the same corpus, offered free and without an account, and the vendor positions it as the direct search front end from which a user upgrades to Casey when AI answers are wanted. That is an on-ramp to the paid model product rather than a separate business, and it does not survive as a commercial proposition on its own. Terms of service of 7 February 2026, pricing page and methodology page read 7 September 2026.

Citation Accuracy and Hallucination Disclosure

Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.

Alexi
AA on Citation Accuracy and Hallucination DisclosureMeasured accuracy is published with the test set described and the failure modes named. Output grounds to primary authority the reader can open, citation status is checked, and the system states when it found no support.

Independently measured accuracy with a published methodology, the first such record on the index. Alexi submitted to the 2025 Vals Legal AI Report legal research study, run by an outside evaluator that published its rubric and weights in advance: accuracy at 50 percent, authoritativeness at 40 percent, appropriateness at 10 percent, across 200 United States legal research questions sourced from attorneys at named firms. Per the evaluator's own published results, Alexi scored a 77 percent weighted aggregate, placing second of the four systems measured behind Counsel Stack at 78 percent, and ahead of Midpage at 76 percent and a generalist model at 74 percent, against a lawyer baseline of 69 percent aggregate. Architecture is described rather than asserted, as retrieval first specifically to ground output in primary law rather than model memory. Two qualifications recorded, neither of which removes the A, because the underlying figures are independently produced and checkable by an outsider. First, the vendor's own published account of these results is selective: it leads with 80 percent overall accuracy against a 71 percent lawyer baseline and 79 percent single jurisdiction accuracy described as tied for the highest, which are favorable component scores, and does not state that it placed second on the evaluator's weighted aggregate. A reader relying on the vendor's page would form a different impression from one reading the evaluator's. Second, the evaluator and trade press both record that several major vendors declined to participate and at least one participated but withheld permission to publish, so the comparative field is self selected. Also recorded from the evaluator: all systems measured, this one included, struggled on multi jurisdictional questions and underperformed a generalist model on fifty state statutory surveys.

Caseway
BB on Citation Accuracy and Hallucination DisclosureGrounding is real and documented, with linked primary sources and a described retrieval method, short of published accuracy figures an outsider can test.

Grounding is documented and verifiable by the reader, and nothing is measured. What is published: answers are cited to real court decisions and the vendor states on its methodology page that the product does not generate opinion text or fabricate citations, and that opening a result shows structured metadata and documents tied to a real source identifier from the upstream publisher. The same corpus is exposed free through CaseLite without an account, and the vendor invites a reader to run a known citation and see how the record appears, which makes the grounding claim independently testable in a way most records on this axis are not. Limitations are published rather than implied: not every court, tribunal or historical period is equally represented; absence of a case does not mean it does not exist; metadata quality depends on the upstream source and older records may lack citations or dockets; and critical citations should be confirmed against the official reporter or court website when filing. The agreement carries the same instruction, telling users always to confirm that the sources and citations provided in any Output accurately support the statements made, and warning that outputs are generated as is and may be incorrect or incomplete. What is absent is measurement. No accuracy figure, error rate, hallucination rate, test set, benchmark or evaluation result is published for the product, so a reader can establish that the answers point at real documents and cannot establish how often the reasoning over them is right. Methodology page, terms of service and pricing page read 7 September 2026.

Autonomy and Oversight Model

What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.

Alexi
CC on Autonomy and Oversight ModelAutonomy is claimed and oversight is asserted without a mechanism. Human in the loop appears as a phrase rather than a described control.

Autonomy is claimed and oversight is asserted without a described mechanism. The product runs multi step workflows that carry legal principles and citations through successive stages, and the vendor states that consistent verifiable accuracy is what makes that automation safe, which is an argument for trusting the system rather than a control structure around it. The CEO has spoken publicly about human oversight in the context of a long term vision for AI assisted arbitration. Searched the vendor site, the FAQ, the workflow and product pages and the blog on 29 Aug 2026 and located no description of what a workflow does unaided, no threshold at which it stops or escalates, no review surface a lawyer is given, and no statement of what the vendor commits to when an output is wrong. For a product whose stated advantage is that accuracy carries through each stage of an automated chain, the absence of a published stopping rule is the notable gap.

Caseway
CC on Autonomy and Oversight ModelAutonomy is claimed and oversight is asserted without a mechanism. Human in the loop appears as a phrase rather than a described control.

Responsibility is allocated to the user in detail and the system's own behavior is not described. The allocation is thorough and appears in more than one place: the agreement states that the user is solely responsible for reviewing and verifying the accuracy and appropriateness of any Output before using it in any legal matter, that outputs are provided as is and may be incorrect or incomplete, that the user should not rely on Output without first obtaining advice from a licensed attorney, and that the vendor disclaims liability for actions taken or not taken on the basis of Output. The methodology page repeats that the search product is a research aid rather than legal advice. What none of that supplies is an oversight model. Nothing published describes what runs without a person, at what point the system acts on its own, what a review step looks like inside the product, or whether any human checkpoint exists. The question is live rather than theoretical for one product in the family: CaseForm is described as applying jurisdiction-specific logic and validation before submission of court and regulatory forms, which places automated work directly against a filing deadline, and nothing states who presses submit, what the validation checks, or what happens when it passes something wrong. No confidence signal, escalation path, audit view or reviewer workflow is described for any product. Disclaiming responsibility is not the same as describing oversight, and only the first is published here. Terms of service, methodology and pricing pages read 7 September 2026.

Operational and Outcome Evidence

Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.

Alexi
CC on Operational and Outcome EvidenceCustomer logos and unattributed testimonials stand in for evidence, or results are quoted with no basis stated.

Customer claims stand in for evidence. The vendor states it is trusted by leading law firms and describes buyer roles precisely as CIOs and CTOs, knowledge management leaders, innovation teams, practice group leaders and managing partners, which is useful for a reader but is a market description rather than a deployment record. Searched the vendor site, the blog, the FAQ and the news announcements on 29 Aug 2026 and located no named customer, no case study pairing an organization with figures and a date, and no method a reader could assess. The strongest quantified material on this property is benchmark performance rather than production outcome, and the two are different things: the Vals figures show how the system performs on a test set, not what changed at a firm that deployed it.

Caseway
CC on Operational and Outcome EvidenceCustomer logos and unattributed testimonials stand in for evidence, or results are quoted with no basis stated.

Institutional association is evidenced and customer outcomes are not, on the surfaces read. What is established: a research collaboration with the University of British Columbia, reported in the legal trade press and described by the vendor in its own posts as anchoring AI systems in real court decisions; a named integration between CaseForm and MyCase, a legal practice management product; a free public search surface that any reader can exercise without an account; and sustained trade coverage in Canadian Lawyer, CBC and regional technology press across 2024 to 2026. What is not established is outcome evidence of the kind this axis asks for. No customer is named on any surface read, no deployment is quantified, no time or cost saving is measured, and no adoption figure, user count or matter volume is published. The vendor's own methodology page cuts against unmeasured scale claims, telling readers to treat any size claim as point in time and to verify current availability inside the product rather than relying on marketing adjectives, which is candid and also leaves the record without a number. Recorded so the grade is read correctly: a Success Stories page and a Testimonials page both exist in the site navigation and neither was opened on this channel, so this row records what was established from the surfaces read and those two pages are the rebuttal route on it. Site navigation, methodology page and trade coverage checked 7 September 2026.

Privilege and Confidentiality Posture

How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.

Alexi
AA on Privilege and Confidentiality PostureWritten commitments a buyer can read before signing: no training on client data, segregation documented at the level the buyer segment requires (matter level walls for a firm, tenant level separation for an in house team), privilege and work product handling addressed directly, retention and deletion stated, and the position on third party model providers made explicit.

Two of the three limbs are fully answered. Training: the vendor's FAQ states that nothing leaves the firm's private environment and that a firm's prompts, documents and workflow data never train global models and never mix with other firms, and a document management partner's listing independently records no training on customer data. That answers both the training question and the pooling question in the negative and in plain terms. Segregation is the strongest element: every firm on the private cloud model receives a fully isolated single tenant instance, and the vendor enumerates what is isolated rather than leaving it general, covering retrieval, workflows, memory, security protocols and governance. Memory being named in that list matters, because an AI platform that learns from firm usage could otherwise carry one firm's accumulated intelligence toward another. Supporting controls: AES-256 encryption, TLS 1.2 or higher, single sign on, role based access control and audit logs, under SOC 2 certification. The third limb is not answered: no retention period or deletion commitment was located as of 29 Aug 2026, which is recorded on the retention signal row. Graded A on the same basis as Noxtua, where training and segregation were both strong and no retention period was published.

Caseway
BB on Privilege and Confidentiality PostureSubstantive published commitments on confidentiality and training use, short of the full picture: commonly silence on segregation between users or matters, or on what the underlying model provider may retain.

A real contractual confidentiality regime sits beneath an express and unusually blunt denial that anything entered is privileged. The regime is substantive and it is in the agreement rather than on a policy page. Clause 7 makes customer data the customer's confidential information, binds each party to use the other's confidential information only for the purposes of the agreement, restricts disclosure to employees and contractors who need to know and are bound by equivalent obligations, and sets a standard of the same care each party uses for its own confidential information and in no event less than reasonable care. Around it sit a zero-retention default for customer data, automatic deletion of uploaded documents within twenty-four hours, chat history saved only where the user opts in and deletable at any time, and a prohibition on training public models on customer input. Against all of that, clause 3 states in terms that because the user is not receiving legal advice, information input into the platform is not protected by any attorney-client privilege or work product doctrine, and instructs the user not to input confidential or sensitive information unless entitled to and accepting that it will not be legally privileged. So the limb this axis exists for is engaged by name and answered against the buyer, which is why this is not the top grade, and the surrounding regime is genuinely strong, which is why it is not lower. Nothing addresses segregation between matters or between users inside one customer. Terms of service and privacy policy of 9 March 2026 read in full 7 September 2026.

UPL and Professional Responsibility Posture

Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.

Alexi
CC on UPL and Professional Responsibility PostureA boilerplate disclaimer sits in the terms while the marketing describes the product in advice terms, or the intended audience is left ambiguous.

The audience is unambiguously lawyers and law firms, with named buyer roles inside firms and no consumer or non lawyer surface located, which is cleaner than most of this index. The vendor engages publicly with the hallucination problem in filings and positions accuracy as a professional risk question. Searched the vendor site, the FAQ, the blog and the product pages on 29 Aug 2026 and located no published position on the advice line, no treatment of competence or supervision duties, and no statement of jurisdiction limits, despite the product spanning Canadian and US law where the applicable professional rules differ. Recorded at C because the position is inferable from who the product is sold to rather than published.

Caseway
BB on UPL and Professional Responsibility PostureA real position is published on advice versus tooling, short of full treatment: commonly a disclaimer without the supervision and competence dimension, or silence on jurisdiction limits.

The boundary is drawn repeatedly and in the agreement, and no governing instrument is named. What is published: the platform is not a law firm and does not provide legal advice; use of it creates no attorney-client relationship; Output is general information generated by AI and not a substitute for professional legal counsel; the user agrees not to rely on Output as legal advice for any course of action without first obtaining advice from a duly licensed attorney in the relevant jurisdiction; and the vendor disclaims all responsibility for actions taken or not taken on that basis. The warranty section restates it, and the methodology page repeats that the product is a research aid and not legal advice. A jurisdictional caveat is included, stating that no guarantee is made that the platform is appropriate or available for use in every jurisdiction and that a user accessing it where it imposes additional obligations does so at their own risk. That last point matters because the product is sold to members of the public as well as to legal professionals, which is where the unauthorised practice question actually bites, and the vendor addresses it with disclaimers rather than by engaging the prohibition. What is absent is any named authority. No provincial law society rule, no statutory prohibition on unauthorised practice, no bar guidance and no court rule appears anywhere, in a market where the governing rules are made province by province. Terms of service and methodology page read in full 7 September 2026.

AI Governance and Bias Disclosure

Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.

Alexi
CC on AI Governance and Bias DisclosureResponsible AI principles are published without a mechanism, a testing regime, or anything a buyer could audit.

Principles and evaluation results are published without a governance mechanism. The vendor's substantive contribution here is real and rare: it submitted to an independent third party evaluation and published the results, and it argues publicly that transparency and accountability in legal AI require exactly that rather than marketing claims. Submitting to outside measurement is a governance act. But it is a point in time evaluation rather than a management system. Searched the vendor site, the FAQ, the blog and the news announcements on 29 Aug 2026 and located no AI governance framework, no AI management certification such as ISO 42001, no named owner of model governance, no pre release testing gate, and nothing on uneven output across matter types, parties or populations.

Caseway
CC on AI Governance and Bias DisclosureResponsible AI principles are published without a mechanism, a testing regime, or anything a buyer could audit.

Limitations are acknowledged candidly and no governance apparatus stands behind them. The acknowledgments are real and specific. The agreement states that the platform's use of AI involves probabilistic predictions and pattern analysis with inherent limitations, and that the vendor does not guarantee that Output will be correct, complete or suitable, that defects will be corrected, or that any particular legal result will follow. The methodology page publishes five named limitations of the corpus, including uneven representation across courts and historical periods, dependence on upstream metadata quality, and the warning that absence of a case does not mean it does not exist. The privacy policy commits that legal content is not used for model training, profiling or advertising. Taken together that is an honest account of what the system cannot do. What is missing is everything that would make it governance rather than disclaimer. No AI governance policy, framework or standard is published or claimed, and no certification such as ISO 42001 is asserted. Nobody is named as accountable for the system's behavior. No pre-release evaluation, red-team exercise, benchmark or monitoring practice is described. And no bias, fairness or representativeness disclosure exists at any level, which is worth naming for a product whose corpus is judicial decisions about identifiable parties and whose own methodology page concedes that representation across courts and periods is uneven. Terms of service, methodology page and privacy policy read 7 September 2026.

AI Safety and Data Stewardship

Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.

Alexi
BB on AI Safety and Data StewardshipSubstantive published policy covering most of the ground, short of the full set: commonly no named subprocessor list or no stated incident practice.

The vendor's security page and FAQ supply the control detail. Published: AES-256 encryption at rest, TLS 1.2 or higher in transit, single sign on, role based access control, audit logs, support for private VPC deployment, and region specific deployments for firms operating across offices. Architectural isolation is the strongest element: a fully isolated single tenant instance per firm covering retrieval, workflows, memory, security protocols and governance. SOC 2 certification underpins the control set, and a Trust Center provides a request route to a security addendum, architecture whitepaper, data processing agreement and audit reports. Not located as of 29 Aug 2026, and why this is B rather than A: a stated retention period or deletion control for research queries, uploaded case files and generated memos, a named subprocessor list, and an incident or breach notification practice.

Caseway
BB on AI Safety and Data StewardshipSubstantive published policy covering most of the ground, short of the full set: commonly no named subprocessor list or no stated incident practice.

Substantive published policy on the data questions, with the supply chain and incident practice absent. What is published, and much of it contractually rather than on a policy page: a zero-retention default, stated in clause 7 of the agreement, under which session content, uploaded documents, search queries and prompts are not stored except temporarily as needed to generate Output unless the user chooses to save them; automatic deletion of uploaded documents and context files within twenty-four hours, with a statement that they are not permanently stored; chat histories saved only on opt-in and deletable at any time; no retention on the vendor's servers of sensitive, case or matter data processed by the form automation product; a commitment not to train public AI models on customer input and, in the privacy policy, not to use legal content for model training at all; no sale of personal data and no profiling for advertising; and a stated minimum-data approach under which a category not operationally needed is not kept. Security is described in general terms: encryption controls for data in transit and at rest, access controls and permission boundaries, and service hardening, monitoring and abuse protections. Two gaps are named. No subprocessor or service provider is identified anywhere, the privacy policy referring only to contracted service providers acting on instructions. And no incident or breach notification practice is published, no notification timeline is committed and no security contact route is given. The agreement also states plainly that the vendor is not HIPAA or PCI-DSS certified and instructs users not to process protected health or payment card data, which is an honest negative disclosure rather than a gap. Terms of service and privacy policy read in full 7 September 2026.

AI Liability and Recourse

What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.

Alexi
DD on AI Liability and RecourseNothing published on who bears the loss when the system is wrong.

Searched the vendor site navigation, the FAQ, the product and workflow pages, the blog and the news announcements on 29 Aug 2026. No published indemnity, liability cap, carve out, warranty on output or insurance position was located, and no customer terms of service or master agreement was located as published on the property. Recorded as a pure absence on the surfaces reached. Worth noting the shape of the gap: this vendor stakes its positioning on measured accuracy and on reducing the risk of hallucinated citations reaching a filing, and publishes nothing about who bears the loss if one does.

Caseway
BB on AI Liability and RecourseA real published position on liability, short of the full picture: commonly a stated indemnity without scope or caps.

A complete two-way allocation, published and readable before signing, including something most records on this axis do not have: an indemnity running to the customer. Clause 12.1 commits the vendor to defend the customer against a third-party claim that the platform as provided and used in accordance with the terms infringes a valid copyright, patent or trademark or misappropriates a trade secret, and to indemnify against damages, costs and reasonable fees finally awarded or included in an approved settlement, with a remedy ladder of modifying the platform, obtaining a license, or terminating with a pro-rated refund. Liability is capped mutually at the greater of twelve months of fees paid or CAD 500, with a stated floor rather than an open figure, and carve-outs for fraud, gross negligence and wilful misconduct capped at twice that. Termination for convenience by the vendor carries thirty days notice and a pro-rated refund of prepaid fees. What holds it below the top grade is the substance of what is not warranted. The platform and all content are provided as is and as available, with all implied warranties disclaimed and an express statement that the accuracy or reliability of Output is not warranted, so the product's core function carries no promise. No service level is committed, no insurance position is published, and the cap's floor of CAD 500 is nominal against the exposure a wrong fact in a filed document creates. Liability for third-party AI model failure is expressly disclaimed under clause 8. Terms of service read in full 7 September 2026.

Practice Systems Integration Depth

How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.

Alexi
CC on Practice Systems Integration DepthIntegrations are listed as logos or marked as coming, with no documentation an implementer could use.

One integration is named and none is documented. A product integration with iManage is announced, which is the legal specific document management connector that matters most for a firm facing research product and which several better resourced vendors on this index lack. Searched the vendor site, the FAQ, the product pages and the news announcements on 29 Aug 2026 and located no integrations index, no other named connector for practice management, court filing or Microsoft Word, and no documentation describing what the iManage integration moves, in which direction, or what an administrator configures. Recorded at C because the connection is announced rather than documented.

Caseway
CC on Practice Systems Integration DepthIntegrations are listed as logos or marked as coming, with no documentation an implementer could use.

One named practice system and an API, with no documentation read and no connector inventory established. What is established from surfaces read: an integration between the form automation product and MyCase, a legal practice management platform, published on its own path in the site navigation; API access stated for the research assistant, described on the pricing page as available for research and document workflows; and API or embedded user interface options offered for the form product for teams and integrations. For the enterprise data hub the vendor describes custom pipelines, integrations and workflows tailored to a customer's stack, which is a services statement rather than a named connector. What is absent is depth and evidence of it. No API or developer documentation was located, no authentication or scope model is described, no document management system, email client, word processor or e-signature product is named, and nothing states what moves in which direction across the MyCase boundary or how permissions travel with it. Recorded so the grade is read correctly: an Integrations and Partnership page exists in the site navigation and was not opened on this channel, so this row records the integration surface as established in outline and not in depth, and that page is the rebuttal route. Pricing page, site navigation and terms of service checked 7 September 2026.

Deployment Model and Data Residency

Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.

Alexi
BB on Deployment Model and Data ResidencyDeployment model is stated clearly with partial residency detail, or residency is offered without the processing location being addressed, or the tenancy model is stated on its own with no residency detail published.

Deployment model is stated clearly with partial residency detail, which is the B band. Two models are published and the difference between them is meaningful: a private single tenant environment per firm as the default, and private cloud deployment for firms wanting complete ownership and control of their own data. Single tenancy by design is stronger than most of this index offers and it is stated as architecture rather than as an enterprise upsell. What is missing is geography: searched the vendor site, the FAQ and the product pages on 29 Aug 2026 and located no named regions, no customer selectable residency, and no statement of where processing happens as distinct from where data is stored, which matters for a vendor operating across both Canadian and US jurisdictions.

Caseway
CC on Deployment Model and Data ResidencyCloud delivery is implied and neither the tenancy model nor the region is stated.

Neither limb is stated for the product this record turns on, and what is published belongs to a different product in the family. For the research assistant, nothing states where data is stored or processed, no country or region is named, no residency option is offered, no tenancy model is described and no cloud provider is identified. The privacy policy addresses what is retained and for how long without ever saying where, and the agreement's only geographic content is a governing law clause and an arbitration seat, which are a forum rather than a data location. What does exist is published for the enterprise data hub: secure deployments with data residency options and compliance support, and deployment on premises or in an isolated cloud. That is a genuine deployment and residency disclosure and it is described here rather than credited across, because the product it attaches to is the enterprise data platform and not the legal research assistant that a lawyer buys at the published seat price. Credit follows scope, and no statement connects the two: nothing says the research assistant can be deployed on premises, in an isolated tenancy, or in a nominated region. A buyer of the research product can establish that the company knows how to offer these things to enterprise customers and cannot establish what applies to their own matter data. Pricing page, privacy policy and terms of service read 7 September 2026.

Security Certifications and Trust Center

Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.

Alexi
BB on Security Certifications and Trust CenterCertification is real and stated, short of accessible evidence: a named standard without scope, date, or a way to obtain the report.

The vendor publishes a dedicated security page stating SOC 2 certification, and operates a Trust Center reached through a request access flow, which it states carries a security addendum, an architecture whitepaper, a data processing agreement and audit reports. That is a self serve request route to substantive diligence material rather than a sales gate, and the document set named is broader than most on this index. SOC 2 certification is separately corroborated on the vendor's own platform pages, its about page, its FAQ and by a document management partner's technology listing. Supporting controls published on the FAQ: AES-256 encryption, TLS 1.2 or higher, single sign on, role based access control, audit logs and support for private VPC deployment. Short of an A because no coverage period, audit scope, report date, SOC 2 type designation or named auditing firm was located as of 29 Aug 2026, and because the certification is asserted on marketing pages rather than evidenced by a certificate reached in this pass.

Caseway
DD on Security Certifications and Trust CenterNo independent security attestation located.

No certification is claimed, none is held so far as anything published shows, and no trust center exists. There is no SOC 2, no ISO 27001, no independent audit, no named auditor, no report of any kind, no penetration test result, no compliance page and no portal from which documentation could be requested. The site navigation carries no security or trust entry at all, its legal section listing only the privacy policy and the terms of service, so this is established from the vendor's own page inventory rather than inferred from a failed search. Two things are recorded so the floor is read correctly rather than as an accusation of concealment. First, the vendor makes an honest negative disclosure that most records at this level do not: the agreement states plainly that it is not HIPAA or PCI-DSS certified and instructs users not to process protected health information or payment card data through the platform, which tells a buyer where the boundary is instead of leaving a badge to imply otherwise. There are no unsupported badges anywhere on the estate. Second, a document called a Statement of Confidentiality is referred to in clause 7 of the agreement as providing more technical and legal information on how customer data is protected; no location is given for it, it appears nowhere in the navigation, and it was not located. The general security controls described in the privacy policy are credited on the stewardship axis and are not counted again here. Site navigation, terms of service and privacy policy checked 7 September 2026.

Model Supply Chain Disclosure

Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.

Alexi
CC on Model Supply Chain DisclosureThe vendor refers to advanced or proprietary models without identifying what sits underneath.

The vendor refers to proprietary models without identifying what sits underneath them. Published: a proprietary model layer the vendor brands as Alex, described as trained specifically on law rather than general purpose, and a retrieval first architecture. That tells a buyer the shape of the stack and that a specialist layer exists. Searched the vendor site, the FAQ, the product pages and the blog on 29 Aug 2026 and located no named foundation model or provider underneath the proprietary layer, no statement of where models run, no subprocessor list, and no commitment to notify customers when the supply chain changes. A private single tenant environment narrows the exposure question without answering it.

Caseway
DD on Model Supply Chain DisclosureNothing published about the model supply chain a customer inherits.

The supply chain is acknowledged to exist and not one participant in it is named. Clause 8 of the agreement is explicit that the platform may rely on or incorporate third-party services including third-party large language models or data sources, that the AI engine may rely on underlying models or APIs provided by third-party AI vendors, and that some customer input may be processed by third-party AI engines under the vendor's contract with those providers. So a reader is told plainly that outside models see their material. No model is named, no model family is named, no provider is named, no inference host is named and no cloud provider is named, on any surface read including the privacy policy, which refers only to contracted service providers acting on instructions. Change notification runs in the opposite direction to what this axis asks: the same clause reserves the right to replace, update or disable third-party services at any time and states that the unavailability or modification of any such service, expressly including a third-party AI model being discontinued or changed, does not entitle the customer to any refund or relief. The vendor does commit that third-party processing will be subject to appropriate confidentiality and data protection obligations, which is a flow-down promise rather than a disclosure, and it disclaims liability for the acts or omissions of those providers. Terms of service and privacy policy read in full 7 September 2026.

Commercial Transparency

Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.

Alexi
DD on Commercial TransparencyNo pricing information published at any level, including the unit of charge.

Checked the vendor site navigation, the FAQ, the product and workflow pages and the blog on 29 Aug 2026. No pricing page was located, no rate is published, no unit of charge is stated and no tier structure appears. Every commercial path located terminates in a demo or contact request. No free trial or self serve entry point was located, and no third party pricing figure was located either.

Caseway
AA on Commercial TransparencyA buyer can learn what this costs without entering a sales process: published rates, the unit being charged, and what implementation adds.

Published figures for the priced products, a stated unit of charge, a free tier reachable without an account, and the commercial mechanics in the agreement rather than withheld. The research assistant is published at CA$49.00 per month with a monthly and yearly toggle; the form automation product at $49 per seat per month with its own purchase path; and the enterprise data hub as a contact route. The unit of charge differs between the two priced products and is stated for each, per user per month against per seat per month. Free access is genuine rather than a trial: the search product is offered with no account required, and the vendor frames the upgrade path from it to the AI assistant explicitly. Two discount programs are published with eligibility checks, fifty percent for students and fifteen percent for veterans. The mechanics come from the agreement: fees stated in Canadian dollars and exclusive of taxes, monthly or annual billing by card or invoice, interest on late payment at 1.5 percent per month, fees non-cancellable and non-refundable with no pro-rata on mid-term cancellation, a thirty day window to dispute a charge, and a pro-rated refund where the vendor terminates for convenience on thirty days notice. Two gaps are named rather than smoothed. No usage limits, quotas or overage terms are published for any tier. And the assistant's own feature list refers to uploads for premium users while only one price is shown for it, so a buyer can read that a premium tier exists and cannot find what it costs. Pricing page and terms of service read 7 September 2026.

Firm and Practice Coverage

Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.

Alexi
BB on Firm and Practice CoverageSegment and practice coverage is described with substance, short of the boundaries: what is supported is clear, what is not is left open.

Segment and practice coverage is described with substance, short of the boundaries. The buyer is law firms specifically, and unusually the vendor names the roles inside them: CIOs and CTOs, knowledge management leaders, innovation teams, practice group leaders and managing partners. Practice coverage spans litigation, transactional, operational and administrative work, with a published practice area treatment for personal injury covering case file summarization, chronology building and memo drafting. Jurisdictional scope is Canada and the United States. Not located as of 29 Aug 2026: any statement of which firm sizes or practice areas the product is not built for, and any enumeration of jurisdictional coverage at state or provincial level, which for a research product is the boundary a buyer needs most.

Caseway
BB on Firm and Practice CoverageSegment and practice coverage is described with substance, short of the boundaries: what is supported is clear, what is not is left open.

Coverage is stated by jurisdiction with named collections, and the vendor publishes what it does not cover, which is rarer than what it does. What is published: case law for the United States, federal and state, and for Canada, federal, provincial and territorial; primary law browsing for four named United States jurisdictions, being California, Florida, New York and Texas, plus Canadian federal, provincial and territorial collections as released; records carrying party names, courts, decision dates, docket or court-file identifiers and citations where present in the source. Update practice is described rather than asserted, with ongoing ingest as source systems publish and an express statement that depth and lag vary by court and jurisdiction and that recent filings may appear after a delay. The limitations are the strongest part: not every court, tribunal or historical period is equally represented; absence of a case does not mean it does not exist; older records may lack citations, dockets or complete party strings; and primary-law browse outside the listed jurisdictions may be incomplete or unavailable. Buyers are named across law firms, enterprises and individuals, with legal sitting alongside defense, manufacturing, energy, mining and utilities as addressed sectors, and a practice areas surface exists. What keeps this off the top grade is that no per-court depth, date range or historical start point is given for any collection, so a reader knows the boundaries are uneven without being able to locate them. Methodology page, pricing page and site navigation read 7 September 2026.

The 12 legal signals, side by side

Recorded rather than graded. These are the questions a practitioner has to answer before a tool touches a client matter, and the answers are taken from public material only.

Client Data in Training

Can material a lawyer puts into this product be used to train a model?

Alexi
Never, in policy only

The FAQ states that nothing leaves the firm's private environment and that a firm's prompts, documents and workflow data never train global models and never mix with other firms. A document management partner's technology listing independently records no training on customer data. Read together these answer both questions this signal asks: whether customer content trains the vendor's models, and whether one customer's material can benefit another.

The commitment sits on a public FAQ and a partner listing rather than in a customer agreement reached in this pass, and the vendor's Trust Center is stated to carry a data processing agreement that would presumably carry it contractually. Recorded at policy never on that basis. The vendor's compounding intelligence language reads consistently with this: a firm's accumulated intelligence stays inside its own single tenant instance, which the vendor states includes memory.

Caseway
Never, in the contract

The prohibition is contractual, and the agreement's own wording is narrower than the policy's, so both are recorded. Clause 6 of the terms of service in force from 7 February 2026 states that the vendor will not use customer input or customer data to train public AI models and will not share customer data with any third party except as needed to provide the service. That is a term of the agreement, which is what separates this value from the policy-only one.

The qualifier is the word public: as drafted the clause addresses models made generally available and does not in terms address training or tuning a model of the vendor's own, nor use of input for evaluation short of training. The privacy policy of 9 March 2026 is broader and unqualified, stating that the vendor does not use the content of prompts, uploaded documents or legal work for model training, and separately that legal content handled by the research assistant is not used for model training or advertising; the pricing page carries the same commitment in the product's feature list.

Two structural facts reinforce it rather than being counted twice: a zero-retention default under clause 7 means session content, uploads, queries and prompts are not stored except temporarily to generate output unless the user saves them, and uploaded documents are deleted within twenty-four hours, so for most content there is little retained to train on. The permissive values were tested first and their words are false here: nothing reserves a right to train. Terms of service, privacy policy and pricing page read in full 7 September 2026.

Prompt and Output Retention

How long does the product keep what a lawyer typed, and can that be set to zero?

Alexi
Not addressed

Searched the vendor site, the FAQ, the product pages and the blog on 29 Aug 2026, and ran a targeted search for a security page or trust center. No public material states how long research queries, uploaded case files or generated memos are retained, whether a firm controls the window, or whether deletion is available. The vendor states the firm owns and controls its data within its private environment, which addresses who controls it rather than for how long it is held.

Material here includes uploaded case files and medical records by the vendor's own description of personal injury use, so the retention question is sharp.

Caseway
Customer set, zero available

Zero is the default, it is set in the agreement rather than in a settings page, and the customer controls the exception. Clause 7 of the terms states that the vendor employs a zero-retention policy for customer data by default, not storing session content, uploaded documents, search queries or prompts except temporarily as needed to generate output, unless the user explicitly chooses to save data in the account. The privacy policy of 9 March 2026 puts periods against that: uploaded documents and context files are temporarily cached for processing and automatically deleted within twenty-four hours, and are not permanently stored on the vendor's servers; chat histories are saved only where the user opts in and can be deleted at any time; and for the form automation product, sensitive information, case or matter data and contextual documents are not retained on the server at all.

So the direction of the default runs the customer's way on every product, the retained state is opt-in rather than opt-out, and the customer can return to zero by deleting. What is carved out is recorded rather than glossed: administrative, billing and legal-compliance records may be retained as required by law, and the twenty-four hour cache period is a processing window during which the material does exist on the vendor's systems. Terms of service and privacy policy read in full 7 September 2026.

Ethical Walls and Matter Segregation

Does retrieval respect the firm’s ethical walls, or can the model read across them?

Alexi
Own model, documented

The product maintains its own documented separation model, and at the customer boundary it is architectural rather than policy based: each firm receives a private single tenant AI environment, with private cloud deployment available. That is strong separation between firms. What is not addressed is separation inside a firm, which is where ethical walls actually operate: no material was located on whether retrieval respects matter level permissions per user, and the iManage integration is announced without any statement that it inherits that system's access model at query time. For a firm facing product that connects to a document management system, that is the limb this signal exists to test.

Caseway
Not addressed

No located public material addresses walls or matter-level segregation. The agreement reaches the adjacent question and stops short of this one: clause 4 states that accounts are meant to be used by the specific individual or entity to whom they are issued, prohibits credential sharing, and makes an organization responsible for ensuring each of its users abides by the terms, which allocates account discipline to the customer without describing any separation the product enforces.

Nothing states whether one user in an organization can reach another user's saved chat histories or uploaded material, whether saved content is scoped to a matter, or how one customer's data is isolated from another's. The product has no matter concept described on any surface read, and no document or case management system is integrated from which an access model could be inherited. Two features of the record soften the exposure without answering the question, and they are credited elsewhere rather than here: the zero-retention default and the twenty-four hour deletion of uploads mean there is usually little persisted material for a wall to protect, and the confidentiality clause binds the vendor rather than governing access between a customer's own users. Terms of service, privacy policy and site navigation checked 7 September 2026.

Third Party Request and Subpoena Notice

If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?

Alexi
Not addressed

Searched the vendor site, the FAQ, the product pages and the blog on 29 Aug 2026, and ran a targeted search for published terms, a privacy policy or a trust center. No clause committing to notify a firm of a government or law enforcement request for its data was located, and no transparency report was located. No published customer agreement or data processing agreement was reached on the property.

Caseway
Notice committed

Notice is committed in the agreement, with the two qualifications such clauses normally carry. Clause 7 of the terms of service provides that where a recipient is required by law or court order to disclose confidential information it shall give prompt notice, if legally permitted, to the disclosing party and cooperate in any reasonable effort to limit or prevent the disclosure. Customer data, including non-public documents uploaded to the platform, is defined in the same clause as the customer's confidential information, so the commitment reaches the material a lawyer would care about rather than only corporate information.

The obligation is mutual and it carries a cooperation limb as well as a notice limb, which is more than a bare undertaking to tell the customer. The qualifications are on the face of the clause: notice is owed only where legally permitted, which is the standard carve-out for orders carrying a non-disclosure requirement, and cooperation is measured by reasonableness rather than by a commitment to resist. What is absent is the reporting half.

No transparency report is published, no law enforcement guidelines page exists, no aggregate figures on requests received or complied with appear anywhere, and the privacy policy's disclosure section states only that data is disclosed to legal and regulatory authorities where required by law, without cross-referring to the notice obligation. Terms of service and privacy policy read in full 7 September 2026.

Primary Law Corpus Provenance

Where does the law in this product come from, and does the vendor have the right to use it?

Alexi
Jurisdictions only

Coverage is described by jurisdiction with no identification of the underlying corpus. The product answers questions requiring reference to US federal and state laws, regulations and judgments, per the benchmark it was measured on, and vendor material describes analyzing millions of documents including case law, statutes and secondary sources across Canada and the United States. Searched the vendor site, the FAQ, the product pages and the blog on 29 Aug 2026 and located no named source or publisher for the primary law, no license or public domain basis, no jurisdiction by jurisdiction coverage list, and no update cadence or lag.

For a research product this is the axis where provenance matters most, and the strongest published statement is a volume claim.

Caseway
Sources named, basis unstated

The sources are identified and the rights basis is expressly left open, which the vendor states in its own words rather than leaving to inference. A dedicated data and methodology page records that decisions and legislative materials are ingested from official and published court-record and government sources, that records are tied to a real source identifier from the upstream publisher, and that the same corpus underpins both the free search interface and the AI assistant.

Coverage is stated by jurisdiction, update practice is described as ongoing ingest with depth and lag varying by court, and corrections and superseding documents are said to be reflected after the next successful ingest for that collection. Five limitations are published, including that not every court or period is equally represented and that absence of a case does not mean it does not exist. On rights the vendor does not claim a license and does not assert one is unnecessary.

It directs redistribution, licensing and bulk or machine-access questions about a specific collection to itself and warns the reader not to assume every upstream license permits unrestricted republication, and clause 18 of the agreement records that underlying materials remain subject to their original copyright status and that no ownership of underlying public or third-party content is granted. A named route for corrections and takedown requests is published.

Recorded as context and not as a grading input: in March 2026 the vendor settled, confidentially and without any adjudication, a claim brought in the Supreme Court of British Columbia by the Canadian Legal Information Institute concerning the sourcing of court decisions. Methodology page and terms of service read in full 7 September 2026.

Good Law Verification

Does the product tell you when the authority it just cited has been overruled?

Alexi
Not addressed

Searched the vendor site, the FAQ, the product and workflow pages and the blog on 29 Aug 2026. No material was located addressing whether authority returned carries a treatment signal, whether subsequent history is checked, or whether any commercial citator is licensed. The vendor's published accuracy work concerns whether a cited authority is valid and real, measured as the rate of valid primary law citation, which is a different question from whether that authority is still good law.

First genuine research product on the index to record this absence, and unlike the contract vendors before it the signal is squarely inside this product's design rather than outside it.

Caseway
Prompts the user to verify

The product tells the reader to check and does not perform the check. The instruction is published in two places and is unambiguous: the methodology page directs users to confirm critical citations against the official reporter or court website when filing or advising, and the agreement requires the user always to confirm that the sources and citations provided in any output accurately support the statements made and makes the user solely responsible for verifying accuracy before use in any legal matter.

What the product does perform is a currency check on the document rather than a treatment check on the authority. The ingest pipeline is described as handling duplicates, amendments and corrections, with a corrected or superseding document reflected after the next successful ingest for that collection, and records carry decision dates and identifiers a reader can inspect. None of that tells a user whether a decision has been reversed, overruled, distinguished, quashed on appeal or otherwise displaced.

No licensed citator is named, no treatment or history signal is computed or surfaced, no noting-up function is described, and nothing flags an authority whose standing has changed. The methodology page also advises checking the consolidation date on a record for critical use, which again places the currency judgment on the reader. Methodology page and terms of service read in full 7 September 2026.

Refusal and Uncertainty Behavior

What does the product do when the answer is not in the corpus?

Alexi
Not addressed

Searched the vendor site, the FAQ, the product and workflow pages and the blog on 29 Aug 2026. No published material describes what the product does when it cannot ground an answer, and no explicit no answer path was located. The vendor does state that each firm gets its own accuracy signals, which suggests some confidence surface exists in the product, but nothing located describes what those signals are, whether they are exposed to the user, or how they behave when retrieval returns nothing.

Recorded as not addressed rather than at the confidence value because the signals are mentioned without being described.

Caseway
Not addressed

No located current vendor material describes what the assistant does when it cannot ground an answer. What exists on vendor surfaces is a statement about the corpus rather than about the system's behavior: the methodology page records that absence of a case does not mean it does not exist, which tells a reader how to interpret an empty result without saying what the product returns when it finds nothing responsive. The agreement acknowledges that outputs may be incorrect, incomplete or irrelevant and places verification on the user, which is an allocation of responsibility rather than a description of behavior.

Nothing published states that the assistant declines to answer outside the corpus, reports that it could not locate authority rather than composing something plausible, or exposes any confidence or coverage signal to the reader. One account of exactly that behavior was located and is recorded with its provenance so a later grader can weigh it rather than rediscover it: in an April 2025 interview in the regional technology press, the founder described the system as answering that it has no idea and could not find any cases where a judge did not write the material, which is the behavior this signal asks about.

It is a founder statement in third-party coverage from before the product's repositioning, it does not appear on any current vendor surface read, and it is therefore named rather than credited. Methodology page, terms of service, pricing page and site navigation checked 7 September 2026.

Fabricated Citation Record

Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?

Alexi
None located

No court order, opinion or disciplinary record naming this product has been located as of 29 Aug 2026. Instrument searched: the AI Hallucination Cases database maintained by Damien Charlotin, which tracks court decisions worldwide involving AI generated hallucinated content and records the AI tool implicated where it is known. Also checked published 2026 sanctions summaries and secondary sanctions trackers. The entries located name filers, and in some rows other products, rather than this one.

This is a statement about the public record on the date shown and not a clearance. Worth noting the exposure here is real rather than theoretical: this is a litigation research product whose output is memos and precedent for filings, so unlike the contract vendors preceding it on this index its output can reach a court as cited authority.

Caseway
None located

No court order, opinion or disciplinary record naming Caseway or Caseway AI Inc. was located as of 7 September 2026. Searches were run on the company and product names against Canadian and international sanction and hallucination language, against the AI Hallucination Cases database maintained by Damien Charlotin, and against the Canadian-specific fictitious-citation databases that track decisions across Canadian courts and tribunals.

The Canadian decisions that name a tool name general-purpose assistants rather than this product. This is a statement about the public record and not a finding about the product. One adjacent matter is recorded so a reader is not left to wonder whether it belongs here, and it does not: the claim brought against the vendor in the Supreme Court of British Columbia by the Canadian Legal Information Institute, settled confidentially in March 2026, concerned copyright and terms of use in the sourcing of court decisions, not fabricated authority in a filing, and it is recorded on the corpus provenance row where it bears on the question this index actually asks.

Bar Guidance Alignment

Has the vendor engaged in public with the ethics opinions its buyers are bound by?

Alexi
Not addressed

Searched the vendor site, the FAQ, the blog and the news announcements on 29 Aug 2026. No engagement with any named ethics opinion or professional guidance was located, including ABA Formal Opinion 512, US state bar guidance, and Law Society of Ontario or Federation of Law Societies of Canada guidance given the vendor's Canadian base. The vendor publishes substantial material on the rise of hallucinated citations in filings and on the professional risk that creates, which engages with the consequence the guidance addresses without engaging with the guidance itself.

Caseway
Generic reference

Professional responsibility is engaged in general terms across the agreement and no bar or law society instrument is named. The engagement is repeated rather than incidental: the vendor is not a law firm and does not provide legal advice, no attorney-client relationship arises, output is general information and not a substitute for professional legal counsel, the user agrees not to rely on it without first obtaining advice from a duly licensed attorney in the relevant jurisdiction, and the warranty section restates that using the platform should not replace the user's own professional judgment.

The methodology page adds that the search product is a research aid rather than legal advice and that critical citations should be confirmed against the official reporter when filing or advising. A jurisdictional caveat acknowledges that the platform may not be appropriate or available in every jurisdiction and puts compliance with local law on the user. What is absent is any named authority, and the gap is a specific one in this market.

Canadian professional conduct and technological competence obligations are made province by province, and several law societies have published guidance on the use of generative AI in practice; none is named, cited or mapped anywhere on the surfaces read, and no court practice direction on AI-assisted filings is referenced either. Terms of service and methodology page read in full 7 September 2026.

Billing and Fee Posture

Does the vendor address what happens to the bill when the work takes an hour instead of six?

Alexi
Savings claims only

Savings are claimed with nothing published on the client's side of the equation, and this vendor's framing lands closer to the billing question than most. Published: fewer corrections and fewer write offs, a stated 13 percent accuracy lift reducing time lawyers spend revising AI output, and cutting costs while freeing time for higher value tasks. Write offs are a billing concept, so the vendor is explicitly connecting AI quality to what a firm can bill.

Searched the vendor site, the FAQ, the blog and the news announcements on 29 Aug 2026 and located no per matter record of AI assisted work intended for fee purposes, and no guidance on billing, fee or client disclosure treatment. The buyer here is a law firm billing clients by the hour, so the question applies squarely.

Caseway
Savings claims only

Time and cost savings are the selling proposition and nothing addresses what happens to the client's bill. The product sits inside a fee relationship: the agreement describes it as assisting legal professionals, the pricing page sells seats to law firms and individual practitioners, and the work it compresses is legal research and document preparation, which a lawyer bills. The savings claims are explicit and aimed at exactly that work, the pricing page opening by telling the buyer not to waste time and money sifting through endless court decisions, and the form automation product promising reduced manual entry, errors and rework at scale.

Against that, no published material addresses billing, fee treatment or client disclosure. Nothing tells a firm how to treat research hours that collapse into minutes, no per-matter record of AI-assisted work is offered that could support a fee narrative, and no guidance on disclosing AI assistance to a client was located on any surface. The agreement's fee provisions govern only what the customer pays the vendor, covering currency, billing cadence, late interest, refunds and disputes, and never reach the customer's own invoicing.

The omission is worth naming because the vendor engages the lawyer's other professional obligations at length, drawing the no-legal-advice boundary repeatedly and instructing verification of every citation. Pricing page, terms of service and methodology page checked 7 September 2026.

Outside Counsel Guideline Readiness

Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?

Alexi
On request only

A Trust Center exists, reached through a request access flow on the vendor's security page, and the vendor states it carries a security addendum, an architecture whitepaper, a data processing agreement and audit reports. A published DPA and audit reports are precisely what a firm responding to a client AI clause needs, and an architecture whitepaper goes further than most vendors offer at any access tier. Recorded at on request rather than at the subprocessor value because the specific artifact this signal names was not located as of 29 Aug 2026: no subprocessor list and no statement identifying which model providers see client content.

The private single tenant architecture is a real partial answer to what such a clause asks, since it bears on where client content goes, and the vendor has a route through which a firm could obtain the supporting documents.

Caseway
Not addressed

A firm cannot answer the question a client's AI clause asks, because no participant in the AI path is named. No subprocessor list is published on any surface. The privacy policy identifies recipients only by category, being contracted service providers acting on the vendor's instructions, legal and regulatory authorities where required, and security and fraud-prevention workflows. No model provider, inference host or cloud provider is named anywhere, and naming none of them means a firm cannot tell its client whose model sees the matter material.

No data processing agreement was located, and none is referenced as available on request, so there is no annex to forward and no gated artifact to name as a route to one. What does exist, and is recorded so the value is read correctly rather than as a total silence, is a flow-down commitment without a disclosure: clause 8 of the agreement states that some customer input may be processed by third-party AI engines under the vendor's contract with those providers and that the vendor will ensure such processing is subject to appropriate confidentiality and data protection obligations, while disclaiming liability for those providers' acts.

The published agreement and privacy policy are themselves forwardable and carry real confidentiality, notice and retention terms, but they answer the contractual half of a client questionnaire and not the supply chain half this signal turns on. Terms of service, privacy policy and site navigation checked 7 September 2026.

Court Disclosure Support

If a judge’s standing order requires an AI disclosure, can the product produce one?

Alexi
Partial record

Some elements of a disclosure record are available. Output is evidence backed by design, with memos citing primary law and the vendor publishing an independently measured rate of valid primary law citation, so what was relied on is visible in the work product itself and its reliability has an external figure attached. Vendor material also describes citations carrying through each stage of a multi step workflow. Two elements are missing: no per document export covering model used, sources retrieved and human verification together was located, and the model is described only as a proprietary layer so the model used could not be stated.

Noted for a reader: this is one of the few products on the index whose output plausibly reaches a filing, so a judicial AI disclosure order could reach it.

Caseway
Not addressed

No located public material offers a record of AI-assisted work that a lawyer could produce to a court or a regulator. Nothing published states that the product records which model produced a given answer, what it retrieved, what it considered and rejected, or what a person verified before the output was used, and no export, log, certification or template framed for a filing or a practice direction is offered. The structural facts of the product cut against such a record existing: the zero-retention default means session content, queries and prompts are not stored except temporarily to generate output, uploaded documents are deleted within twenty-four hours, and chat history persists only where the user opts in, so for a default user there is little retained from which a contemporaneous account of the work could later be assembled.

That is a strong privacy posture and it is credited on the retention signal; the consequence for this signal is that the raw material for a disclosure record is deliberately not kept. Two adjacent things are named and neither is counted twice. The citations attached to answers are the product's core mechanism and are credited on the Citation Accuracy axis; they evidence what an answer rests on rather than what the system did to produce it.

And the agreement's instruction to verify sources places the record-keeping obligation on the lawyer rather than supplying a record. Terms of service, privacy policy, methodology and pricing pages checked 7 September 2026.

What neither one publishes

The questions both sides leave open

Derived from the records above rather than written, so it cannot favor either vendor. Take these into both conversations and ask each side the same question.

Signals neither addresses in public material
  • Refusal and Uncertainty Behavior

Which one fits

Choose Alexi if

  • You want accuracy measured by someone else. Alexi entered the 2025 Vals Legal AI Report, which scored 200 attorney sourced research questions on a published rubric, and placed second of four systems at a 77 percent weighted aggregate against a 69 percent lawyer baseline.
  • Your firm's data must stay walled off from other firms. Alexi gives each firm a fully isolated single tenant instance covering retrieval, workflows and memory, offers private cloud deployment, and states that prompts and documents never train global models.
  • Your security team needs documents. Alexi states SOC 2 certification and offers a Trust Center request route to a security addendum, architecture whitepaper, data processing agreement and audit reports, and it integrates with iManage.

Choose Caseway if

  • You want retention and training terms in the contract. Caseway's agreement sets a zero retention default for session content, uploads and prompts, deletes uploaded documents within 24 hours, and bars training public AI models on customer input.
  • You want to try the corpus before you pay. Caseway's CaseLite searches Canadian and US decisions free without an account, its methodology page lists what the corpus does not cover, and its assistant costs CA$49 a month, with discounts for students and veterans.
  • You need an indemnity and a notice promise in writing. Caseway defends customers against third party infringement claims with a remedy ladder, and commits to prompt notice and cooperation before any compelled disclosure of customer data.

In summary

Alexi

Alexi, founded in Toronto in 2017, is a legal intelligence platform for law firms in Canada and the United States, built originally to generate evidence backed research memos and now covering litigation, transactional and operational workflows, with a proprietary model layer it calls Alex and a retrieval first design. Each firm gets a private single tenant environment, and it integrates with iManage. The AI Legal Index grades it in the top two bands on seven of fifteen capability axes, with A grades on AI centrality, citation accuracy and privilege. It published results from the independent Vals Legal AI Report and states SOC 2. As of 29 August 2026 the index located no named customer, price or liability terms.

Source: AI Legal Index, 2026

Caseway

Caseway, from Caseway AI Inc., is a Canadian company whose research assistant, Casey, answers legal questions with citations to Canadian and United States decisions, alongside free keyword search through CaseLite, form automation through CaseForm and an enterprise data hub, Synthium. The AI Legal Index grades it in the top two bands on eight of fifteen capability axes, with A grades on AI centrality and pricing. Its published terms set zero retention by default, bar training public models on customer input and commit to notice before compelled disclosure, and Casey costs CA$49 a month. As of 7 September 2026 the index located no named customer, model provider or security certification.

Source: AI Legal Index, 2026

Questions buyers ask

Alexi vs Caseway: which is better for Canadian legal research?

Caseway sits in the top two bands on eight of fifteen AI Legal Index capability axes and Alexi on seven of fifteen, identical on seven. Alexi has independently measured accuracy, single tenant isolation per firm and a SOC 2 route. Caseway publishes its terms, its price and a free search tool. Firms that need a benchmark and a security pack have more to read from Alexi.

How did Alexi score in the Vals Legal AI Report?

The evaluator's published results give Alexi a 77 percent weighted aggregate across 200 United States legal research questions, second of four systems measured, against a lawyer baseline of 69 percent. Alexi's own summary leads with 80 percent accuracy and 79 percent single jurisdiction accuracy. Several major vendors declined to take part, so the field was self selected. Graded by AI Legal Index against 15 capability axes and 12 legal signals, including privilege handling and citation accuracy, from each vendor's own published materials, verified September 27, 2026. No vendor pays for placement.

Does Caseway keep what users upload?

Not by default. Caseway's terms set a zero retention default, storing session content, uploads, queries and prompts only temporarily to generate an answer unless the user saves them, and its privacy policy states uploads are deleted within 24 hours. Chat history is kept only on opt in. Alexi publishes no retention period. Graded by AI Legal Index against 15 capability axes and 12 legal signals, including privilege handling and citation accuracy, from each vendor's own published materials, verified September 27, 2026. No vendor pays for placement.

How much do Alexi and Caseway cost?

Caseway publishes its research assistant at CA$49 a month, with 50 percent off for students and 15 percent for veterans, its form product at $49 per seat a month, and free keyword search with no account. Alexi publishes no pricing; every route leads to a demo request. Graded by AI Legal Index against 15 capability axes and 12 legal signals, including privilege handling and citation accuracy, from each vendor's own published materials, verified September 27, 2026. No vendor pays for placement.

What do Alexi and Caseway both leave unpublished?

A good law check and an oversight model. Neither checks whether a cited decision has been reversed or overruled, and neither describes what its workflows do without a lawyer or where a review step sits. Neither names a model provider, and neither names law society guidance on AI use. Graded by AI Legal Index against 15 capability axes and 12 legal signals, including privilege handling and citation accuracy, from each vendor's own published materials, verified September 27, 2026. No vendor pays for placement.

Disclosure

Three readings to weigh. Alexi's own account of its Vals results leads with favorable component scores rather than its second place aggregate, and several major vendors did not take part in that study. Caseway's terms state that material entered is not protected by privilege or work product, and it settled a claim by the Canadian Legal Information Institute over the sourcing of court decisions confidentially in March 2026, with no adjudication. Alexi was verified on 29 August 2026 and Caseway on 7 September 2026. Neither vendor reviewed this page.

Neither vendor paid for inclusion, placement or a grade, and neither reviewed this page before it published. Everything above comes from public material on the dates shown. How the index grades.

Contact

Correct a record, or ask how something was graded

Every grade and every signal on this index is drawn from public sources and dated. If a record is wrong, out of date, or missing an artifact the index did not locate, send the source and it will be reviewed and the record redated. Vendors are welcome to submit documentation. Nothing on this index is for sale, including a listing, a placement, or a grade.

AI Legal Index

The AI Legal Index is an independent index that tracks changes to AI vendors in legal. It holds 303 vendors across 9 categories, each graded on the same 15 capability axes and recorded against 12 legal signals, from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
September 26, 2026
The AI Legal Index is an editorial reference. It is not a regulatory body, not a law firm, and nothing published here is legal advice or a recommendation to retain or avoid a vendor. Records are verified against published sources, bar guidance and public court records. Where a record reads not addressed, the material was not located in public sources on the date shown. See the Methodology page for evaluation standards and limitations.
© 2026 AI Legal Index
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