Casefleet vs Everchron: how they compare in 2026

C
Casefleet profile
E
Everchron profile
Last verifiedSeptember 25, 2026

Casefleet and Everchron both build the fact record a litigator argues from: a chronology in which every fact links to its source, with document review, transcripts and AI that drafts facts for the team to accept or reject. Everchron sits in the top two bands on nine of fifteen axes and Casefleet on eight of fifteen, identical on nine with three going each way. Everchron's lead is control and provenance. Its AI is opt in for the organization, switchable matter by matter and gated by user permissions, each answer shows its plan, sources and steps, and AI generated content stays labeled when a matter is exported. It also integrates with RelativityOne and Relativity Server. Casefleet's lead is what a buyer can read before signing. It publishes every price down to the cost of an AI credit, its agreement bars training on customer data without explicit consent, and it gives an intellectual property indemnity. Everchron publishes no price, excludes even direct damages from its liability, and states that it may access the confidential information of its customers and of other parties using the service, with no duty to check for conflicts.

At a glance

Category
CasefleetLitigation & eDiscovery
EverchronLitigation & eDiscovery
Founded
CasefleetNot published
EverchronNot published
Headquarters
CasefleetAtlanta, Georgia, United States
EverchronLos Angeles, California, United States
Last verified
CasefleetSep 7, 2026
EverchronSep 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.

Casefleet
BB on AI CentralityThe models are the engine of a core capability, layered on a product that would still function without them as a document or workflow system.

The AI layer is substantial and prominently positioned, and the vendor's own pricing table proves it is severable. The homepage runs under the label AI case management software and the features navigation opens with an AI-Powered group of seven entries, each with its own page: Casey AI Assistant, Agentic Workflows, Document Intelligence, Summarization, Entity Extraction, Document Organization and Proposed Facts. Against that, the published plan comparison shows the Starter plan at 30 dollars carrying none of it: document summarisation, semantic indexing, named entity recognition, fact extraction, natural language search, AI issue generation and AI credits are all marked unavailable on Starter and appear only on Advanced AI at 140 dollars. A buyer can therefore purchase a fully working version of this product with no machine learning in it, which is the clearest severability evidence any record in this pull has produced. What remains on Starter is the 2016-era platform that the company built its name on: chronologies, timelines, outlines, document review, transcripts and reporting. The AI is a real and heavily marketed layer on a product that stands without it. Checked 7 September 2026.

Everchron
BB on AI CentralityThe models are the engine of a core capability, layered on a product that would still function without them as a document or workflow system.

The AI layer is extensive and the agreement itself establishes that it is severable. EC:AI spans eight named capabilities across two groups, Matter Intelligence and Document Intelligence, and the vendor describes it as its proprietary AI suite built for litigation, investigations and arbitration. Against that, the customer agreement defines AI Products as the optional, opt-in components of the Services that utilise artificial intelligence technologies, and section 7.1 begins by stating the customer may opt in. A subscriber who never opts in still receives the product Everchron built and sold from 2016: the case chronology, the master file, witness profiles, transcript management and designations, full-text search and the Relativity integration. That is the same severability finding the pricing table produced on another record in this pull, arriving here through the contract rather than the price list, and it is a stronger form of the evidence because opt-in status is a term rather than a packaging decision. The AI is a substantial, well-developed layer on a platform that stands without it. Checked 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.

Casefleet
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 architectural here rather than asserted, and it is documented, but nothing measures it. Every fact in the chronology is linked to the source it came from, evidence citations are included on every plan including the non-AI tier, the assistant is described as returning answers with clickable citations linking directly to the user's source documents, and Proposed Facts arrive with a citation back to the source for each drafted fact. That is linked source material the reader can open and check, which is what the middle band asks for, and the retrieval target is the case record rather than published legal authority. The agreement is unusually candid about the limits: the AI Features section states that the features may not be 100 per cent accurate and may contain errors, omissions or misinterpretations, that Casefleet makes no representations or warranties regarding the accuracy, completeness or reliability of any AI-generated output, and that beta or preview features should be used with heightened caution regarding accuracy and reliability. What is absent is measurement of any kind: no accuracy figure, no test set, no evaluation, no error taxonomy and no described retrieval method beyond the citation link itself. Grounding to primary legal authority and citation status checking do not bite on a fact management product and are counted neither way. Checked 7 September 2026.

Everchron
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 as a design principle and the limitation is disclosed in the contract, with no measurement anywhere. The vendor devotes a named section to it: EC:AI keeps its work connected to the materials behind it, and answers, extracted facts, search results and summaries link back to the relevant documents and transcript passages so the output is easier to verify. Agentic chat returns clickable citations linking every response to the supporting material, drafted facts carry links to their supporting sources, and transcript summaries are tied to their page-line excerpts and to the transcripts themselves. The hallucination disclosure is unusually direct because it sits in the agreement rather than a help page: section 7.3 states in terms that use of the AI Products may result in incorrect output that does not accurately reflect reality, that the customer must evaluate the accuracy of any output including by using human review, and that output may contain hallucinations and may be inaccurate. Naming the failure mode in a contract is rarer than naming it in marketing. What is absent is any figure a reader could test: no accuracy rate, no test set, no evaluation, no error taxonomy and no described retrieval method beyond the citation link. Grounding to primary legal authority does not bite on a fact management product and is counted neither way. Checked 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.

Casefleet
BB on Autonomy and Oversight ModelA written commitment that the models work alongside a supervising lawyer, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.

A written commitment to supervision plus a real review surface, short of the full control structure. The review surface is a hard gate rather than a policy statement: Proposed Facts are drafted by Casey and staged for the user, who reviews, edits and approves every one before it joins the chronology, and the product page for the assistant describes Casey setting up cases, proposing facts and organising files while the user approves every step. The agreement reinforces it contractually, stating that AI-generated content and analyses are tools to supplement, not replace, professional legal work and human oversight, and that the user is solely responsible for reviewing, validating and verifying any output before relying on it. An activity feed records every change across a case and the platform applies audit logging. What holds this below the top band is the boundary around the autonomous mode. Agentic Workflows are marketed as handing Casey multi-step case tasks, and nothing published states what an agent may do unattended, at what point it stops, what a user sees while it runs, or what happens after it acts wrongly. No confidence signal is described as surfaced to the reviewer. The agentic workflows feature page was not opened in this pass and is named as the artifact that could move this row; it is amendable on that evidence. Checked 7 September 2026.

Everchron
AA on Autonomy and Oversight ModelWhat the system runs alone, what constrains it, and how a lawyer checks it are all published: modes, thresholds, review surfaces, and the route a matter takes back to human judgment. A categorical limit on a named mode or tier, stating what its output may not be used for, meets the threshold limb without a number.

All four limbs of the top band are published separately, and the record is stated limb by limb because the grade is rare. What the system runs alone: agentic chat plans the work, gathers the right context, reviews the record and carries out as many steps as the question requires before assembling a cited response, and extraction and summarisation run in bulk across uploads and imports. What constrains it: EC:AI is opt-in at the organisation level, configurable matter by matter with administrators able to enable or disable it for each matter, and gated by granular permissions determining which users can access its features; scope is directed per request to the full matter, a filtered set, selected items, specific documents, or related materials such as families and exhibits. How a lawyer checks it: the user can see the plan, the sources reviewed and the steps taken, with clickable citations linking every response to the supporting material, and generated content is labelled as AI-generated throughout the matter. The route back to human judgement: drafted facts are presented for accept or reject with the vendor stating that the team decides what belongs in the chronology, the user can refine scope and continue with follow-ups while remaining in control of the analysis, and the agreement requires the customer to evaluate accuracy including by human review. Visible intermediate reasoning is the limb most vendors omit, and publishing the plan and the steps taken is what separates this from a review gate alone. Checked 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.

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

Testimonials stand in for deployment evidence and no figures accompany them. Six customer quotations are published. Three carry a person's name and role but no organisation: Jason Shinn and Paul Fleming, both described only as Attorney, and Risa Beck, Paralegal Manager. The other three are attributed by state and role alone, being a South Carolina consumer protection lawyer, an Arkansas investigative paralegal and an Illinois criminal law attorney. No firm or legal department is named anywhere on the surfaces read, no customer logos appear, no case study is published, and no operational figure of any kind is offered: no customer count, no adoption number, no time saved, no outcome measured. The one durable claim is longevity, that the company has been helping to win cases since 2016, which is a statement about the vendor rather than about a deployment. The quotations themselves are substantive and read as genuine practitioner comment, including one describing the chat feature as becoming a go-to legal AI, but a reader cannot assess any of it because no basis is stated. This grade records the shape of the evidence rather than doubt about the customers. Checked 7 September 2026.

Everchron
BB on Operational and Outcome EvidenceReal deployment evidence with substance, short of full attribution or measurement: a named customer without figures, or figures without the named customer.

A named customer without figures, which is the middle band precisely. The vendor publishes a case study on its own blog for Bennett Bigelow and Leedom, a named law firm, and states that since entering the market more widely in 2016 the platform has been adopted by numerous AmLaw firms and litigation boutiques. Vendor material describes its customer base as including AmLaw 100 firms, top litigation boutiques and corporate counsel. Founder provenance is stated and is relevant to credibility on this axis: the founders practised as litigators at Irell and Manella, an AmLaw 200 firm, before building the product. What is missing is measurement. No figure of any kind is published: no customer count, no adoption number, no time saved, no matter volume and no outcome. The case study is the only named deployment located, and no dated result with a method a reader could assess accompanies it. Aggregator and directory profiles carrying employee counts and funding status were seen and are excluded as sources under the evidence rule, so nothing from them is graded, and the seed's supplier robustness flag S-R3 concerning undisclosed funding is a supplier screening test rather than an index criterion and bears on nothing here. 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.

Casefleet
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.

Substantive published commitments, several of them AI-specific, short of vendor-side privilege treatment. The agreement grants Casefleet rights over customer data only for the purpose of providing the service and states expressly that it is for no other purpose. A confidentiality section binds both parties, and it carries an AI-specific clause: Casefleet states it implements technical and organisational measures to protect confidentiality when data is processed through AI Features, that its AI systems are designed to respect the confidential nature of legal work, and that it implements safeguards to prevent commingling of confidential data between different users and organisations. Segregation is supported in the product by granular administrator control over which data is visible to which users, described on the security page as ensuring privileged and confidential information stays that way. Data is anonymised by UUID between infrastructure components, files are virus scanned, and on account deletion Casefleet undertakes to delete or destroy all copies of customer data in its possession unless legally prohibited. Privilege and work product are named in the agreement, but as the user's compliance obligation rather than as a statement of how Casefleet handles privileged material, so the top limb is not met. One provision cuts the other way and belongs on the record: the warranty section states that the user bears sole responsibility for adequate security, protection and backup of their data, that Casefleet does not guarantee transmissions to third-party vendors will be encrypted, and that Casefleet has no liability for unauthorised access to or loss of customer data. Checked 7 September 2026.

Everchron
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.

Privilege is named expressly in the agreement, which most records fail, and one clause cuts hard the other way. Section 4.1 defines Confidential Information to include information a reasonable person would consider confidential, attorney-client privileged communications, or proprietary information, whether or not marked, and expressly brings customer content, protected health information and personally identifiable information inside it. Section 4.2 binds both parties not to disclose or use it outside the delivery of the Services and requires protection at least as protective as a party's own confidential information and never less than commercially reasonable care. Section 1.5 leaves the customer owning its content. Access controls are real, with single sign-on via SAML, multi-factor authentication by TOTP application, an organisation settings panel, and matter-level provisioning. The clause that holds this below the top band is section 4.5, and it belongs on the record rather than in a footnote: Everchron states it acts as a neutral vendor with no duty to review cases for conflicts of interest, that it shall at no time be required to perform a conflict of interest review or seek any waiver, and, in the same clause, that the customer agrees Everchron may have access to its confidential information and the confidential information of other parties using the Services. On a litigation platform where opposing parties may both be customers, that is a disclosed limit a buyer should weigh. Work product is not named anywhere. Checked 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.

Casefleet
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.

A real published position on advice versus tooling, developed further than most records carry, held below the top band on two limbs. The agreement devotes a dedicated section to the question, headed No Legal Advice and No Attorney-Client Relationship, stating that Casefleet is not a law firm, that no attorney-client relationship arises from use of the platform including its AI Features, and that the platform and its AI are software tools rather than a substitute for the advice of an attorney. Five numbered acknowledgements follow, and two of them address non-lawyer users directly: a user who is not a licensed attorney should consult one before making decisions based on information obtained through the platform, and a user operating in a capacity other than as a licensed attorney bears sole responsibility for obtaining appropriate legal counsel. The competence and supervision dimension is present too, with the AI Features section requiring the user to ensure their use complies with professional ethical obligations, naming attorney-client privilege, the work product doctrine and confidentiality requirements. That treatment is deliberate and it matches a real exposure, because the vendor publishes use-case pages aimed at people handling their own matters, including VA disability claims, disability appeals, small claims preparation, custody documentation, insurance claim disputes and estate settlement. Two limbs are not established. Jurisdiction limits are addressed only obliquely, through an acknowledgement that AI output may be inapplicable to the user's jurisdiction, rather than by naming where the product is intended to be used. And whether those consumer-facing pages themselves carry a clear disclosure could not be established: none was opened in this pass, and they are named as the artifact that would settle the top band. Checked 7 September 2026.

Everchron
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.

A real published position on advice versus tooling, short of the full treatment. Section 4.4 is direct: while the Services support customers in the legal industry, at no time does Everchron work under or at the direction of any counsel using the Services, at no time is there an attorney-client relationship between Everchron and any party, and no information provided in or through the Services is legal advice. Section 4.5 adds a framing that is unusual and useful to a litigator: Everchron provides the Services as an independent contractor and neutral vendor, does not represent any party in any matter supported by the Services, and shall at no time be deemed an expert witness or consultant of any subscriber or party. That last point matters in litigation, where a vendor's status can itself become discoverable. The supervision dimension is present through the AI section, which requires the customer to evaluate the accuracy of any output including by using human review. What is absent is jurisdiction. Nothing names where the product is intended to be used or what limits apply, no bar or conduct authority is referenced, and no guidance is offered on what a lawyer must still do to discharge competence and supervision duties when an agent runs multi-step work across a matter. Checked 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.

Casefleet
DD on AI Governance and Bias DisclosureNo governance position published for a system whose output affects legal outcomes.

No governance disclosure was located, and the grade should be read against what the vendor does publish so the absence is not mistaken for general silence. The agreement does substantial AI work: it defines AI Features as a contractual term, devotes a section to their limitations, allocates ownership of AI output, and commits on training. All of that is disclosure about the product and about data handling, and it is credited on the axes where it belongs. None of it is governance. Nothing published describes an AI policy, a responsible AI or ethics position, a bias or fairness assessment, model evaluation or testing of any kind, a named internal owner for AI decisions, or alignment to any governance framework such as ISO 42001 or the NIST AI Risk Management Framework. Nothing addresses how models are selected, assessed before release, or monitored in use, on a product whose agentic features act on litigation case files. Surfaces read on 7 September 2026: the homepage and full features and use-case navigation, the Terms of Service in full, the pricing page and its FAQ, and the security page.

Everchron
DD on AI Governance and Bias DisclosureNo governance position published for a system whose output affects legal outcomes.

No governance disclosure was located. There is no AI policy, no responsible AI or ethics statement, no governance framework, no bias or fairness discussion, no model evaluation or testing description, no named internal owner for AI decisions, and no alignment claim to any framework such as ISO 42001 or the NIST AI Risk Management Framework. The gap should be read against what the vendor does publish, so that it is not mistaken for general silence. Everchron publishes a detailed account of how a user controls EC:AI, covering organisation-level opt-in, matter-level enablement, per-user permissions, scope selection, visible plans and steps, and provenance labelling. That is governance of use, and it is credited on autonomy and on data stewardship where it belongs. None of it is governance of the models: nothing describes how they are chosen, assessed before release, monitored in production, or tested for differential performance across the kinds of material a litigation record contains. Surfaces read on 7 September 2026: the EC:AI page in full, the Terms of Use in full, the privacy notice, the published business associate agreement reference, the homepage and the complete site navigation.

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.

Casefleet
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.

Stewardship is contractual and AI-specific, which is rare, and two gaps hold it below the top band. The agreement commits that Casefleet will not use customer data to train its AI systems without the customer's explicit consent, and separately states that Casefleet maintains a closed-loop system in which customer data is not used to train AI models. The data licence is purpose-limited in express terms, granted only to provide the service and for no other purpose. Ownership of AI output is allocated to the customer to the extent it derives from their data, with Casefleet making no claim to it while retaining rights in the underlying technology. The confidentiality section adds AI-specific technical and organisational measures and a stated safeguard against commingling data between users and organisations. Security controls are described in unusual operational detail, covering encryption in transit and at rest, a virtual private cloud, virus and malware scanning of all uploads, daily backups, least-privilege employee access with revocation on termination, code review before release, and a published vulnerability disclosure route. Two things hold it at B. The agreement discloses that AI Features process data through third-party AI services without naming any of them, so the buyer cannot see who is in the loop. And the warranty section undercuts part of the security position by stating that Casefleet does not guarantee that transmissions to its third-party vendors and hosting partners will be encrypted, and disclaims liability for unauthorised access to customer data. Checked 7 September 2026.

Everchron
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.

Control over exposure is the strong half and the handling of content inside the AI is the weak one. On the credit side, the AI is off unless chosen: EC:AI is opt-in at organisation level under the product material and, under the agreement, AI Products are defined as optional opt-in components, with administrators able to enable or disable them per matter and permissions determining which users reach them. That is a real containment architecture rather than a promise, and it lets a firm keep a sensitive matter outside the AI entirely. The content licence in section 1.4.1 is granted for the sole purpose of providing the Services, section 4.6 confines the vendor's own improvement use to de-identified data about usage such as document types and tag counts, and section 1.5 leaves ownership with the customer. Security is described with an independent element: the web application and network infrastructure undergo security audits and testing by an independent security firm, alongside SAML single sign-on and TOTP multi-factor authentication. What is missing is the AI-specific data account. Nothing states what happens to content while EC:AI processes it, whether it leaves the vendor's environment, whether any provider outside Everchron receives it, or how long anything derived from a request persists. Section 12.1 acknowledges contractors, third-party vendors and hosting partners generically and names none. And the licence in 1.4.1 extends to improving the Services over content itself, which is broader than a pure purpose limitation. Checked 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.

Casefleet
CC on AI Liability and RecourseLiability is addressed only through a standard limitation clause that disclaims the exposure the product creates.

A published agreement with a stated cap and a real vendor-side indemnity, and no recourse at all for AI output. On the credit side, the liability cap is quantified rather than formulaic, limited to fees actually paid in the six months preceding the claim or five hundred dollars where no fees apply, with indirect and consequential damages excluded. Casefleet gives an intellectual property indemnity running in the customer's favour, undertaking at its own expense to defend infringement actions arising from use of the software within scope, with a right to procure, replace or modify, and a pro-rata refund if it cannot. Price changes carry 30 days' notice, charges may be disputed within 60 days, and data is available for download for 30 days after termination. Against that, the AI-specific position is a complete disclaimer: the agreement states that Casefleet makes no representations or warranties regarding the accuracy, completeness or reliability of any AI-generated output, that the user is solely responsible for reviewing and verifying it, and that no output constitutes legal advice. The service is provided as is and as available with all warranties disclaimed, there is no uptime commitment, no service credit and no cure period, and Casefleet disclaims liability for corruption, deletion or loss of customer data. A firm whose chronology is built on a wrongly extracted fact has a contractual remedy of nothing, capped at six months of fees in any event. Checked 7 September 2026.

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

Nothing establishing recourse survives the agreement's own drafting. Section 8.2 disclaims all warranties expressly, including any warranty that results obtained from the Services will be accurate or reliable, and provides the Services and output on an as-is and as-available basis. Section 7.3 states that output is provided as is and that Everchron shall not be liable for any damages a customer or third party alleges to incur as a result of or relating to any output. Section 9.1 goes further than the usual formulation by excluding direct damages, not merely indirect, incidental, special and consequential ones, before capping total cumulative liability at fees paid in the six months preceding the event. There is no uptime commitment, no service credit and no cure period, and the trial offering is stated to carry no service level agreement at all. The one apparent counterweight does not hold on reading: section 10.2 has Everchron indemnify the subscriber for claims arising out of Everchron's breach of its warranties under section 8.2, but section 8.2 is the disclaimer clause and contains no warranties to breach. That is recorded as what the document says rather than as an inference about intent, and a buyer should read it before relying on the indemnity. Disputes go to mandatory individual arbitration before the American Arbitration Association in Los Angeles with a class action and jury trial waiver, subject to a thirty-day opt-out by email. Checked 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.

Casefleet
DD on Practice Systems Integration DepthNo integration into practice systems located, or the product stands alone and requires work to move to it.

No integration with any legal practice system was located on any surface read. The site has no integrations page, no partner listing and no developer or API documentation anywhere in its navigation, which covers features, use cases, pricing, resources and support. No document management system, practice management system, case management system, billing system, e-discovery platform or court filing system is named anywhere. The agreement acknowledges the category in the abstract, defining Non-Casefleet Products as third-party applications a customer may use in connection with the platform whether or not Casefleet designates them official integrations, which establishes that the concept exists while naming nothing that occupies it. The agreement runs the other way on programmatic access, prohibiting users from using any non-public Casefleet APIs. Single sign-on via SAML2 is offered on Enterprise plans, but that is authentication rather than practice-system integration and it is credited on security. The product is designed as a self-contained workspace, which is a coherent choice for a chronology tool, and this grade records the disclosure position rather than a defect: a buyer evaluating how Casefleet would sit alongside their existing stack has nothing published to work from. Checked 7 September 2026.

Everchron
BB on Practice Systems Integration DepthReal integrations exist and are documented, short of depth: named connections without a description of what they actually move.

One integration, and it is the one that matters most for this product class. Relativity has a dedicated page in the product navigation and the vendor describes integration with both RelativityOne and Relativity Server, positioning the platform as bridging the gap between e-discovery and litigation management. For a fact management tool that sits downstream of review, Relativity is the practice system a buyer would ask about first, and naming both the cloud and server editions is a meaningful distinction rather than a logo. An application programming interface exists, established from the agreement rather than from documentation: section 6.3 reserves the right to suspend access for excess use of an API by a user. Single sign-on via SAML supports integration with a firm's identity management. What holds this below the top band is breadth and documentation. No document management system, practice management system, billing system or court filing system is named anywhere, the Relativity integration page was not opened in this pass so the depth of the connection is not established first-party, and no public API documentation was located in the site navigation. The row is named as amendable on that page. 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.

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

Neither limb is stated, which is what the band requires. The hosting provider is named plainly and repeatedly: all Casefleet infrastructure is hosted on Amazon Web Services and all customer data is stored there, with the security page linking to AWS's own security and data centre control documentation. Architecture is described at a level most vendors do not attempt, with infrastructure handling end-user data living entirely within a virtual private network engineered to expose only required components to the public internet, all other components reachable only over the private network, encryption required for internal as well as external communication, and daily backups retained for an extended period. None of that answers either question this axis asks. No region or data centre location is stated anywhere, no residency option or commitment is offered, and nothing addresses where data sits for a customer outside the United States. Tenancy is equally absent: no statement describes whether the service is single-tenant, pooled or configurable, and the anonymisation of data by UUID between components is an internal design detail rather than a tenancy model. No self-hosted or private deployment option was located. Naming the hosting provider identifies who runs the infrastructure, not where the data rests. Checked 7 September 2026.

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

Neither limb is stated, which is what the band requires, and the one residency-adjacent statement runs against the buyer. Amazon Web Services is named as the infrastructure, with the vendor pointing to AWS's own risk management and recurring compliance assessments. That identifies the host and nothing more. No region, data centre location or residency option is published, no commitment restricts where content sits, and no tenancy model is stated: nothing describes whether the service is single-tenant, pooled or configurable, and the matter-level access provisioning that does exist is an access control rather than a separation architecture. The privacy notice addresses location directly and in the permissive direction, stating that unless otherwise instructed by the customer, Everchron and its subprocessors may process personal information globally, and may transfer it from the European Economic Area to another country outside it. That is a disclosure, and it tells a buyer that global processing is contemplated rather than constrained. No self-hosted or private deployment option was located. A status page is published for service availability, which is operational transparency rather than a residency or tenancy commitment. Checked 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.

Casefleet
CC on Security Certifications and Trust CenterBadges appear on the site with no scope, no date, and no report available.

Controls are described in detail and no certification of any kind exists. The security page is substantive and specific across five headings, covering application security with XSS and CSRF protection, signed cookie session management, rate limiting, audit logging, password hashing and malware scanning; network and storage security with TLS required internally and externally and encryption at rest; operations with automated security testing, mandatory peer code review, staging before release, daily backups and disk-encrypted company laptops with firewalls and network monitoring for engineers holding production access; account security with two-factor authentication, SAML2 single sign-on on Enterprise, granular permission levels and session tracking that alerts on concurrent logins; and physical security through AWS and key card office access. A vulnerability disclosure route is published with a stated address, a request for reproduction detail and an ask for reasonable time before public disclosure, which is a responsible disclosure posture rather than a certification. What does not exist anywhere is third-party attestation. No SOC 2, no ISO 27001, no certification of any kind, no auditor or certification body named, no penetration test disclosed, and no trust centre or document portal. The claim that every piece of code, infrastructure and operations is continually audited for security impact is an internal practice statement, not an external audit. HIPAA is addressed commercially rather than by certification, with the vendor stating it is HIPAA compatible and will sign a business associate agreement on annual accounts for an additional fee. Nothing unsupported is claimed, which is why this does not sit lower. Checked 7 September 2026.

Everchron
CC on Security Certifications and Trust CenterBadges appear on the site with no scope, no date, and no report available.

Real controls including an independent testing claim, and no certification or portal of any kind. The site has no security page: the full navigation was established across several pages and covers features, solution, in-house, blog, about, careers, press, support and status, with terms, privacy and cookies in the footer. What security material exists sits on the homepage and is specific in one respect that matters: the web application and network infrastructure undergo security audits and testing by an independent security firm. The firm is not named, no report is published and no date is given, so the claim is real but unverifiable from outside. Alongside it are single sign-on via SAML, multi-factor authentication using a TOTP application, and an organisation settings panel for security configuration. A business associate agreement is published in full for customers handling protected health information, which is a genuine artifact rather than an offer to negotiate one. What does not exist is attestation: no SOC 2, no ISO 27001, no certification of any kind, no auditor named, no penetration test report and no trust centre or document portal. The AWS compliance material the vendor points to is the hosting provider's and is not credited here. Nothing unsupported is badged, which is why this does not sit lower. 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.

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

The shape of the supply chain is disclosed and nothing in it is identified, which is an unusual combination worth stating precisely. The agreement tells a buyer more than silence would: it states that AI Features utilise multiple AI models and technologies from various providers to deliver functionality and that specific features may be powered by different underlying systems, and separately that when AI Features are used, data may be processed through various artificial intelligence systems including third-party AI services. A reader therefore learns that this is a multi-provider architecture, that providers are external, and that the model behind one feature may differ from the model behind another. That is an honest description of the structure. What follows none of it is a name. No model, no version, no family, no provider and no infrastructure route for inference is identified on any surface read, and there is no subprocessor list, DPA or trust centre where such a list might otherwise sit. Amazon Web Services is named as the hosting provider for all Casefleet infrastructure, which says where the application runs rather than whose model reads a client's case file, and it has been credited on deployment rather than counted a second time here. The result is that a firm can tell its client that several unnamed third parties process case material through AI, which is a disclosure that raises the question it does not answer. Checked 7 September 2026.

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

Nothing about the models is disclosed. No model is named, no version or family is given, no provider is identified, no inference route is described, and no subprocessor list, data processing agreement or trust centre exists where such a list might sit. The only characterisation anywhere is the phrase proprietary AI, used once on the product page. That asserts ownership rather than describing provenance: it does not say whether the models were built in house, adapted from open weights, or licensed and run on Everchron infrastructure, and an unsupported adjective is not a supply chain disclosure. The agreement acknowledges third parties only in the most general terms, with section 12.1 noting that Everchron may use contractors, third-party vendors and hosting partners to provide the Services and the necessary hardware, software, networking and storage, which is not AI-specific and names no one. Amazon Web Services is named as the host and has been credited on deployment; naming an infrastructure provider says where software runs rather than whose model reads a case file, and counting it twice is the error this axis most often invites. The contrast within this record is worth stating: the vendor publishes an unusually complete account of how a user controls the AI and nothing at all about what the AI is. Checked 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.

Casefleet
BB on Commercial TransparencyReal pricing is published for part of the range, with enterprise tiers withheld, or the unit and structure are stated without the figure.

This is the most granular pricing disclosure located in the corpus, and it lands in the middle band because the top of the range is withheld. What is published without any sales contact: Starter at 30 dollars per user per month, Advanced AI at 140 dollars per user per month, a 22 per cent discount for annual payment, and a full plan comparison table setting out what each tier includes down to document limits of 20 per case on Starter against no limit above it. The unit of charge is stated for every metered component, and so are the overage rates: optical character recognition at one dollar per hundred pages after 3,000 free pages per billed user per month, media transcription at six cents per minute after three free hours, document intelligence at one cent per page after 12,000 free pages, storage at ten dollars per gigabyte per month after five gigabytes included, and AI credits at one tenth of a cent per credit after 100,000 free credits per billed user per month. Publishing an AI metering rate to that precision is rare enough to note. The agreement adds the billing mechanics: credits are allocated monthly, do not roll over, vary in consumption by feature, are non-refundable, and can be capped by the customer in settings, and AI Features are available only on usage-based billing. The trial is 14 days with no credit card and a stated 10-document-per-case limit. Two things sit against the top band. Enterprise, for twenty or more users, is a custom quote. And the additions a buyer would meet on implementation are named as categories without figures: the HIPAA business associate agreement carries an unstated additional fee, bulk uploads above 1,000 files a day are quoted upfront, and Enterprise data migration is unpriced. Checked 7 September 2026.

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

No pricing information is published at any level, including the unit of charge. The absence is a finding about the site rather than a limit on the researcher: the full page inventory was established across several fetches and the navigation carries features, solution, in-house, blog, about, careers, press, support and status, with terms, privacy and cookies in the footer. There is no pricing page, and every commercial route on the site resolves to Schedule a Demo. The agreement confirms the position rather than relieving it. Section 3.1 conditions access on payment of any applicable fee as further described in Everchron's fee schedule, and the definition of Documentation includes applicable fee schedules, so a fee schedule exists as a contractual artifact and is not published. What the agreement does publish is billing mechanics rather than price: subscriptions are charged automatically to a card on file, monthly fees are payable in advance and renew automatically, annual fees are payable in advance on the anniversary, fees and pricing are subject to change on notice, all fees are non-refundable with no credit for partial periods or downgrades, and a free trial period exists whose length is set by the vendor and is not stated. None of that tells a buyer what the product costs or how it is metered, and no unit is named anywhere: not per user, not per matter, not per volume. Checked 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.

Casefleet
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.

Practice coverage is genuinely broad and set out page by page rather than asserted. Dedicated practice-area pages cover employment law, criminal law, personal injury, workers' compensation, family law, complex litigation and medical chronologies. Workflow pages cover case management, litigation management, investigations, cross-examination preparation, summary judgment and early case assessment, which is coverage by litigation stage rather than by subject matter alone and is the more useful cut for this product. The vendor states it serves both plaintiff and defence firms, and two free tools support practice work directly: a litigation deadline calculator and a statute of limitations lookup organised by state and claim type. A further set of pages addresses individuals handling their own matters, covering VA disability claims, disability appeals, small claims, custody documentation, insurance disputes and estate settlement, which widens the audience beyond law firms. What holds this at B is that the jurisdiction is single and the firm dimension is thin. Everything is United States practice, with the agreement governed by Georgia law and Fulton County courts holding exclusive jurisdiction, and no international coverage is claimed. On firm size, the only published signal is that Enterprise begins at twenty users; no segment statement, firm-size breakdown or named practice is published. Checked 7 September 2026.

Everchron
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.

Two buyer surfaces and real depth in one kind of matter, short of practice-area coverage. The product navigation carries a Solution page and a separate In-House page, so law firms and corporate legal departments are addressed distinctly rather than lumped together, and the vendor describes rolling the platform out to an entire firm or to specific practice areas, which acknowledges the practice-group dimension of a firm sale. Depth is claimed where it counts for this product: the master file is described as built to handle the largest case files on the most complex matters including multi-district litigation with numerous parties, and the platform is positioned for cases of all sizes in the United States and worldwide. The AI page widens the frame beyond litigation proper, naming litigation, investigations and arbitration as the matter types EC:AI was built for, and collaboration is described as extending to co-counsel, local counsel and experts as well as the firm's own team. What holds this at B is that coverage is by matter type and buyer type rather than by practice area: no employment, criminal, personal injury or other subject-matter page exists, no jurisdiction breakdown is published, the interface is English only, and the governing law and venue are Californian. The Solution and In-House pages were not opened in this pass and are named as the artifacts that would refine this row. Checked 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?

Casefleet
Opt in

The agreement addresses training expressly and structures it as consent-gated, which is why this takes the opt-in value rather than a never value. The operative words are that Casefleet will not use customer data to train its AI systems without the customer's explicit consent. A consent route therefore exists, and a value asserting the vendor never trains would misstate the agreement. Alongside it, in the AI Processing paragraph, the agreement states that Casefleet maintains a closed-loop system in which customer data is not used to train AI models, which describes the current architecture in unqualified terms.

Both statements sit in the same instrument and the honest reading is that the default is no training, the architecture is described as closed-loop, and a consented departure is contemplated. Nothing published describes how consent would be sought, at what granularity, or whether it can be withdrawn. Two qualifiers belong on the record. The agreement separately reserves the right to use anonymized and aggregated data derived from user interactions with AI Features to improve the platform, and elsewhere to generate and publish aggregate anonymized reports on system usage and content trends.

Those operate on de-identified interaction and usage data rather than on case content, and neither is read as a training right, but a buyer weighing the closed-loop statement should see them. The data license itself is purpose-limited, granted only to provide the service and, in the agreement's own words, for no other purpose.

Everchron
Terms silent

The agreement is silent on whether Everchron trains on customer content, and the silence is conspicuous because the same agreement addresses training in the other direction. Section 7.2 prohibits the customer from using output to train their own machine learning models. Having raised training as a concept, the agreement says nothing about Everchron's own use of customer content for that purpose: no permission, no prohibition and no opt-out appears anywhere.

Two clauses were tested and neither reaches a permissive value. Section 1.4.1 licenses confidential information and content for the sole purpose of providing the Services, expressly including the right to create, offer, monitor, troubleshoot and improve the Services; improvement of a service is broader than pure purpose limitation but the clause does not name machine learning, training or models, so under the settled test of whether the clause names the thing it does not reach contractual-permitted.

Section 4.6 is narrower and confines the vendor's improvement and development use to de-identified data about usage, giving document types and tag counts as the examples, with that de-identified data owned by Everchron. The product page states that team review decisions help EC:AI better understand the case and deliver more relevant results over time, which describes in-matter learning from accept and reject decisions rather than model training and is recorded here rather than graded as one.

Prompt and Output Retention

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

Casefleet
Not addressed

Nothing addresses how long prompts to the assistant or the outputs it returns are retained. The agreement sets an account-level rule on exit: after cancellation or termination, data is available for download for 30 days and is then deleted, and if a team account is deleted Casefleet undertakes to delete or destroy all copies in its possession in a reasonably expedient way unless legally prohibited. That governs stored case material, which would include facts once approved into a chronology, and it says nothing about the AI interaction layer: no period covers a query put to Casey, a draft fact that was rejected rather than approved, a summary generated and discarded, or the intermediate output of an agentic workflow.

Nothing states whether prompts persist at all, whether they are retained by the unnamed third-party AI services the agreement discloses, or whether a customer can purge them. Usage is metered at the account level for billing, which establishes that interaction records exist without stating what is kept or for how long. Surfaces read on 7 September 2026: the Terms of Service in full, the pricing page and FAQ, the security page, and the AI feature descriptions in the site navigation.

Everchron
Disclosed without a period

Retention is addressed and no standing period is stated. What is unusually good here is scope: the agreement's definition of Content expressly includes, if applicable, any input prompts provided to the AI Products, so prompts are contractually treated as the customer's content rather than as vendor telemetry, and they inherit the ownership, confidentiality and deletion provisions that attach to everything else the customer uploads.

That is a real disclosure and most records in this corpus do not make it. What follows is bounded only at exit. Section 6.5 provides that on termination Everchron will for a period of not more than sixty days make user data available to the subscriber, that it may maintain user data for a reasonable period afterwards, and that it may at its discretion delete all user data ninety days following termination without notice.

During the life of a subscription no retention period is published for prompts, for outputs, or for the intermediate products of an agentic request such as the plan and the steps taken. Nothing states whether a rejected draft fact persists, whether a discarded summary is retained, or whether anything derived from a request survives the request.

Ethical Walls and Matter Segregation

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

Casefleet
Own model, documented

A separation model is documented at two levels and it reaches the mechanism a firm would actually use. Between organizations, the confidentiality section commits Casefleet to implement safeguards preventing the commingling of confidential data between different users and organizations, and states this specifically in relation to processing through AI Features, which is the point at which commingling risk is least visible to a customer.

Within a firm, the security page describes granular administrator control over which data is visible to which users, framed expressly as ensuring privileged and confidential information stays that way while still allowing collaborators to be invited. That is the operative capability behind an ethical wall: an administrator can exclude a conflicted user from a case. Supporting controls are described, including anonymization of data by UUID so each infrastructure component knows only the minimum required, session tracking with alerts on concurrent logins, and two-factor authentication.

What is not published is the conflicts dimension proper. Nothing describes a conflicts check, a screening workflow, a record that a wall was erected and when, or whether the AI features respect user-level permissions when the assistant searches across a case. The mechanism exists and is documented; its use as a compliance artifact is not.

Everchron
Claimed, not documented

Access control is claimed at the right granularity and the segregation model behind it is not documented, with one clause running directly against the concern this signal exists for. What is claimed: access is provisioned and managed at the matter level, EC:AI can be enabled or disabled per matter, granular permissions determine which users reach its features, an organization settings panel holds security configuration, and single sign-on and multi-factor authentication govern entry.

Those are the controls a firm would use to keep a conflicted fee earner out of a matter, and they are described rather than merely asserted. What is absent is the model: nothing describes how one customer's data is separated from another's, no tenancy architecture is published, and nothing states whether the AI's retrieval respects the requesting user's permissions when it searches across a matter. Section 4.5 then addresses the adjacent question and answers it in the negative, and a buyer should see it here: Everchron acts as a neutral vendor with no duty to review cases for conflicts, states it shall at no time be required to perform a conflict of interest review or seek any waiver, and has the customer agree that Everchron may have access to its confidential information and to that of other parties using the Services.

On a litigation platform where opposing parties may both be customers, that is disclosed plainly and is the reason this value sits where it does.

Third Party Request and Subpoena Notice

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

Casefleet
Disclosure addressed, notice absent

Compelled disclosure is addressed squarely in two separate clauses and neither carries any notice commitment. The confidentiality section provides that both parties reserve the right to provide confidential information to third parties as required and permitted by law, giving a subpoena or court order as the example, and to cooperate with law enforcement authorities in the investigation of any criminal or civil matter.

Separately, the representations section has the user acknowledge, consent and agree that Casefleet may access, preserve and disclose account information and customer data where required by law or in a good faith belief that doing so is reasonably necessary to comply with legal process, enforce the terms, respond to support requests, or protect the rights, property or personal safety of Casefleet, its users and the public.

The second is broader than compelled disclosure, since a good faith belief that disclosure is reasonably necessary is a lower threshold than a legal requirement. Across both, nothing commits Casefleet to notify the customer, to resist or narrow a demand, to disclose only the minimum required, or to keep a record of what was disclosed, and no transparency report is published. The value records that the vendor engages with the question and stops short of the commitment.

Everchron
Notice committed

The commitment is contractual, mutual and specific as to purpose. Section 4.3 provides that where a party is required by law to make a disclosure of confidential information that is otherwise prohibited or constrained by the agreement, that party will provide the owner of the confidential information with prompt written notice, to the extent permitted by law, prior to such disclosure, so that the owner may seek a protective order or other appropriate relief.

Three things make it substantive: notice is due before disclosure rather than after, the stated purpose is to preserve the owner's opportunity to resist, and confidential information is defined in section 4.1 to include customer content and attorney-client privileged communications, so the undertaking reaches the material a litigator cares about. The qualifier to the extent permitted by law is honest rather than evasive, since a sealing order can bar notice outright.

It stops short of the top value because Everchron publishes no transparency report and no statistics on demands received. One counterweight is recorded: the privacy notice, which governs personal information rather than the matter record, describes sharing with law enforcement, regulators and other parties where required by law or subpoena or where Everchron reasonably believes it necessary, without a matching notice undertaking.

Primary Law Corpus Provenance

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

Casefleet
Not addressed

Two questions sit here and only one applies to this product. Casey operates on the customer's own case file, being the documents, transcripts and media a firm uploads to a matter, so there is no external legal corpus, case law library or third-party content set whose sourcing and licensing a buyer would need to check. That limb does not apply and is not counted against the vendor. The limb that does apply is the provenance of the models themselves, and nothing addresses it.

The agreement discloses that AI Features utilize multiple models and technologies from various providers and that data may be processed through third-party AI services, without naming any of them, so a buyer cannot establish what any underlying model was trained on, on what basis, or under what license Casefleet uses it. The one adjacent published artifact is the statute of limitations lookup, a free tool presenting limitation periods by state and claim type, whose own sourcing is not stated; it is a marketing tool rather than part of the graded product and is named here only so a reader knows it was seen.

Surfaces read on 7 September 2026: the Terms of Service in full, the security page, the pricing page and the site navigation.

Everchron
Not addressed

Two questions sit here and only one applies. EC:AI operates on the customer's own matter, being the documents, transcripts, filings and exhibits a case team uploads, and the vendor is explicit that answers are grounded in that record and linked to it. There is no external legal corpus, case law library or licensed third-party content set behind the product, so the sourcing and licensing limb this signal was written for does not bite and is not counted against the vendor.

The limb that does apply is the provenance of the models themselves, and nothing addresses it: the product page calls EC:AI proprietary AI and says no more, so a buyer cannot establish what any underlying model was trained on, whether it was built in house or adapted, or on what rights it rests. That gap is recorded on the model supply chain row where it is graded, and noted here so a reader does not take the floor value as covering both questions.

Surfaces read on 7 September 2026: the EC:AI page in full, the Terms of Use in full, the privacy notice and the site navigation.

Good Law Verification

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

Casefleet
Not addressed

The product ships no citator and makes no good-law claim, which is the expected position for case chronology and fact management software. Casey's citations point to the customer's own source documents rather than to legal authority, so there is no published case to validate, no treatment signal and no subsequent history to check. Two free tools on the site touch legal currency without being citators: a litigation deadline calculator and a statute of limitations lookup by state and claim type, both of which present rules rather than verify authority, and neither is part of the platform a customer buys.

Recorded at the floor because the value set requires a value, with the reason stated here so a reader does not take it as a finding against the vendor. Nothing else in this record depends on it.

Everchron
Not addressed

The product ships no citator and makes no good-law claim, which is the expected position for litigation fact management software. The citations EC:AI produces point to the customer's own documents and transcript passages, not to legal authority, so there is no published case to validate, no treatment signal and no subsequent history to check. Nothing in the product purports to tell a user whether a decision remains good law.

Recorded at the floor because the value set requires a value, with the reason stated here so that a reader does not take the value as a finding against the vendor. Nothing else in this record depends on it.

Refusal and Uncertainty Behavior

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

Casefleet
Not addressed

Nothing describes how the system behaves when it is unsure. The agreement is candid that uncertainty exists, stating that AI Features may not be 100 percent accurate and may contain errors, omissions or misinterpretations, and that beta or preview features should be used with heightened caution regarding accuracy and reliability. That is an honest admission of the condition rather than an account of the behavior: it tells a user to expect error without telling them what the system does when it encounters one.

No confidence score, likelihood indicator or reliability signal is described as surfaced to the reviewer, nothing states when Casey declines to answer or flags a low-confidence result, and nothing addresses what happens with a document it cannot parse or a question the case file does not support. The Proposed Facts approval gate is the nearest surface and it is named rather than credited: staging every drafted fact for human approval is an oversight control that applies uniformly, not a behavior that varies with the model's own uncertainty, and it is graded on autonomy where it belongs.

Surfaces read on 7 September 2026: the Terms of Service in full, the homepage AI descriptions, the pricing page and the security page.

Everchron
Not addressed

Uncertainty is acknowledged in the agreement and no behavior is described. Section 7.3 is candid about the condition, stating that output may not be unique across users, that use may result in incorrect output that does not accurately reflect reality, and that output may contain hallucinations and may be inaccurate, objectionable or otherwise unsuited to purpose. That tells a user to expect error; it does not say what the system does when it encounters one.

No confidence score, likelihood indicator or reliability signal is described as surfaced anywhere in EC:AI, nothing states when the assistant declines to answer or flags a weak result, and nothing addresses a document it cannot parse or a question the matter record does not support. Two adjacent features are named and set aside because they answer different questions. The visible plan, sources reviewed and steps taken make the process auditable rather than describing behavior under uncertainty, and are graded on autonomy.

The accept and reject gate on drafted facts applies uniformly rather than varying with the model's own confidence. Surfaces read on 7 September 2026: the EC:AI page in full, the Terms of Use in full and the homepage.

Fabricated Citation Record

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

Casefleet
None located

No matter naming Casefleet or LAWPRCT, Inc. was located in the hallucination case tracking maintained by Damien Charlotin or in the sanctions reporting drawn from it, searched on 7 September 2026 on both the product name and the registered corporate name. The tracked corpus is now substantial and reporting on it names the tools involved where they are known, with the database logging well over a thousand matters worldwide and United States sanctions ranging from four-figure fines to license suspension.

Casefleet appears in none of it. The product class is relevant to why: Casey cites to the customer's own uploaded documents rather than generating citations to legal authority, and every drafted fact is staged for human approval before entering a chronology, so the specific failure mode this signal tracks is structurally unlikely rather than merely unrealised. Recorded as none located rather than as a positive finding about the vendor.

Everchron
None located

No matter naming Everchron or Icebox Inc. was located in the hallucination case tracking maintained by Damien Charlotin or in the sanctions reporting drawn from it, searched on 7 September 2026 on both the trading name and the registered corporate name. The tracked corpus is large and the reporting reviewed names the products involved where they are known, including the rare instances tied to purpose-built legal AI tools rather than to general chatbots.

Everchron appears in none of it. The product class explains why the exposure is structurally low: EC:AI cites to the customer's own uploaded documents and transcript passages rather than generating citations to legal authority, drafted facts pass through an accept or reject gate before entering a chronology, and AI-generated content is labeled as such throughout the matter. Recorded as none located rather than as a positive finding about the vendor.

Bar Guidance Alignment

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

Casefleet
Generic reference

Professional obligations are referenced in general terms without any authority being named. The agreement requires the user to ensure that their use of AI Features complies with all applicable laws, regulations and professional ethical obligations, and it names the categories those obligations fall into, being attorney-client privilege, the work product doctrine, confidentiality requirements and data protection laws.

A separate section states that Casefleet is not a law firm, that no attorney-client relationship arises, and that a user who is not a licensed attorney should consult one. That is a real engagement with the ethical frame and it is why this sits above the floor. What is absent is any named source of guidance. No bar association, state bar opinion, ABA model rule, court standing order or regulator publication on the use of artificial intelligence is cited, referenced or mapped anywhere, and nothing is broken down by jurisdiction despite the product being sold across United States practice with a state-by-state limitation tool on the same site.

A firm looking for help aligning its own AI use to its regulator's expectations finds an instruction to comply rather than a route to the guidance.

Everchron
Not addressed

No bar or regulator guidance is named, referenced or mapped anywhere, and the agreement's one compliance obligation points somewhere else. Section 8.1 requires the customer to use the Services in accordance with all applicable Regulations, but Regulations is a defined term and the definition is confined to health information and data protection law, naming HIPAA, HITECH and the rules promulgated by the Department of Health and Human Services in the United States, and the GDPR where it applies.

Professional conduct is not within it. The agreement engages the lawyer's position in other ways, disclaiming any attorney-client relationship, stating that Everchron never works under or at the direction of counsel, and describing itself as a neutral vendor that is at no time an expert witness or consultant, but none of that is alignment with guidance on the use of artificial intelligence in practice. Nothing addresses what a firm's own obligations are when an agent plans and executes multi-step work across a matter record, and no jurisdiction-specific treatment exists.

Surfaces read on 7 September 2026: the Terms of Use in full, the EC:AI page in full, the privacy notice and the site navigation.

Billing and Fee Posture

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

Casefleet
Savings claims only

Savings are claimed and the fee consequence is nowhere addressed, with an unusual twist worth recording. The savings claims are the vendor's own rather than a customer's, framed as cutting hours of manual reading, reducing repetitive manual tasks and reviewing faster, with no figure attached to any of them. Nothing addresses what happens to a client bill when document review that took a day takes an hour, no guidance on fee or disclosure treatment is offered, and no per matter record of AI-assisted work is described.

The twist is that Casefleet meters AI work more precisely than almost any vendor in this index, allocating credits monthly, consuming them at different rates by feature, publishing an overage rate per credit, and making usage reports and billing detail available to account administrators. The metering exists for the vendor's own billing, and it is pitched at the account, not the matter: nothing ties credit consumption to a case, so a firm holding a precise record of how much AI it bought cannot derive from it how much AI went into any particular client's file.

The raw material for a per matter record is closer to hand here than in most records, and it has not been assembled into one.

Everchron
Savings claims only

Efficiency claims are published and the fee consequence is not addressed. The claims are qualitative rather than quantified: the vendor states its goal is to enable lawyers, paralegals and practice support to spend less time on manual tasks and focus more on high-level substantive work, describes making the path from input to results as quick and simple as possible, and frames EC:AI as solving the blank page problem so teams spend less time assembling a first draft and more time evaluating the record.

No figure accompanies any of them. Nothing addresses what happens to a client bill when transcript review that took a day takes an hour, no per matter record of AI-assisted work is described, and no guidance on fee or disclosure treatment is offered. Two features come closer to the underlying question than most records manage and still do not answer it. EC:AI can be enabled or disabled matter by matter, so a firm could in principle know which matters used AI at all, and AI-generated content is labeled throughout the matter, so the artifacts are distinguishable. Neither is presented as a billing or fee artifact, and no surface connects either to what the client is charged.

Outside Counsel Guideline Readiness

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

Casefleet
Not addressed

A firm cannot answer a client's AI clause from anything Casefleet publishes. No subprocessor list exists on any surface read, and there is no data processing agreement, trust center or document portal where one might be requested. No model provider is named. The agreement discloses the opposite of what a client wants to hear, stating that AI Features utilize multiple models and technologies from various providers, that specific features may be powered by different underlying systems, and that data may be processed through third-party AI services, all without naming a single one.

A firm asked whose model reads its client's medical records or deposition transcripts could report only that several unnamed third parties are involved. Amazon Web Services is named as the host of all infrastructure and data, but infrastructure identifies where software runs rather than whose model sees client content and does not satisfy this signal. No forwardable client-facing material was located: no consent or notification pack, no client disclosure template and no published processing terms.

Two adjacent artifacts are named and set aside because they answer different questions: a business associate agreement is offered for HIPAA on annual accounts for an additional fee, and single sign-on is available on Enterprise. Surfaces read on 7 September 2026: the Terms of Service in full, the security page, the pricing page and FAQ, and the complete site navigation.

Everchron
Not addressed

A firm cannot answer a client's AI clause from anything Everchron publishes. No subprocessor list exists anywhere on the site, and there is no data processing agreement, trust center or document portal where one might be obtained. No model provider is named, and no statement identifies whether any third party processes matter content through the AI at all. Section 12.1 of the agreement acknowledges only that Everchron may use contractors, third-party vendors and hosting partners to provide the Services and the necessary hardware, software, networking and storage, naming none of them and not distinguishing the AI layer from the rest.

The privacy notice states that Everchron and its subprocessors may process personal information globally and may transfer it outside the European Economic Area, which tells a firm that subprocessors exist and global transfer is contemplated without identifying either. Amazon Web Services is named as the host, but infrastructure identifies where software runs rather than whose model reads a client's privileged file and does not satisfy this signal.

No forwardable client-facing material was located. One adjacent artifact is named and set aside because it answers a different question: a business associate agreement is published in full for protected health information, which is a genuine published instrument but addresses HIPAA rather than AI disclosure.

Court Disclosure Support

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

Casefleet
Partial record

The record this product creates is exportable and litigation-facing by design, and it is not framed as a record of AI involvement. What exists is substantial: a chronology in which every fact carries a link to its source, evidence citations on every plan, litigation-ready reports generated in a click, case outlines tying issues and arguments to evidence, and an activity feed described as showing every change across a case, supported by application-level audit logging.

A firm asked to show how a fact was established has the source link to produce, which is the underlying discipline this signal cares about. What is not established is whether that record identifies the AI's part. The Proposed Facts workflow means every AI-drafted fact passes through a human approval step before entering the chronology, so a distinction between proposed and approved plainly exists inside the product, but nothing published states whether the activity feed or any export preserves it, whether a report can show which facts originated with Casey, or whether an agentic workflow's actions are logged in a form a court could read.

Nothing anywhere addresses disclosing AI use to a court or tribunal, and no certification, template or guidance is offered. The record is real and usable and partial for this purpose.

Everchron
Exportable disclosure record

This is the strongest position on this signal located in the corpus so far, because the vendor treats provenance as a product feature rather than as a by-product of logging. Under a named heading, Clear AI Provenance, Everchron states that a user will always know which content was generated by EC:AI and which was created by their team, that AI-generated summaries, facts, analysis and other work product are clearly identified throughout the matter, and, decisively for this signal, that the distinction carries through when content is exported.

An exportable record that preserves the mark is what this signal asks for: a firm producing a chronology or an analysis can show which entries a person authored and which the model drafted. Two further features support it. Every AI output links back to the document or transcript passage behind it, so the provenance mark travels with a verifiable source rather than alone. And the agentic workflow exposes the plan, the sources reviewed and the steps taken, so the route to an answer is inspectable rather than opaque.

The agreement adds an obligation pointing the same way: section 7.2 provides that the customer shall not represent that output was human-generated. What is not published is guidance on disclosing AI use to a court, a certification template, or any statement about what an export contains in a form a tribunal would expect, so the vendor supplies the record without telling a firm how to use it.

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.

Axes where neither earns credit
  • AI Governance and Bias Disclosure
Signals neither addresses in public material
  • Primary Law Corpus Provenance
  • Good Law Verification
  • Refusal and Uncertainty Behavior
  • Outside Counsel Guideline Readiness

Which one fits

Choose Casefleet if

  • You want to know the full cost, including AI usage, before a demo. Casefleet publishes Starter at $30 and Advanced AI at $140 per user per month, a 22 percent annual discount, and unit rates for every metered extra, with AI credits at $0.001 each after 100,000 free per user per month and a cap on credit use you can set yourself.
  • You need a written position on training before you load a case. Casefleet's agreement states that customer data will not train its AI systems without explicit consent and that it runs a closed loop system, and it commits to safeguards against commingling data between users and organizations when AI processes it.
  • You want a chronology tool with the AI kept separate. Casefleet's Starter plan carries the chronology, document reviewer, timelines and transcripts with no AI at all, and its practice pages cover employment, criminal, personal injury, workers' compensation, family law and complex litigation.

Choose Everchron if

  • You need to see how the AI reached an answer, and to switch it off where a matter demands. Everchron's EC:AI is opt in at organization level, enabled or disabled matter by matter and gated by user permissions, and each request shows its plan, the sources reviewed and the steps taken, with clickable citations.
  • You may have to show a court which parts of the record a machine wrote. Everchron labels AI generated summaries, facts and analysis throughout a matter and states that the distinction carries through when content is exported, and its terms bar customers from presenting output as human generated.
  • Your review runs in Relativity. Everchron integrates with both RelativityOne and Relativity Server so documents, metadata, coding and work product move between review and case management, and its master file is built for multidistrict litigation with numerous parties.

In summary

Casefleet

Casefleet is case chronology and fact management software for litigators, operated by LAWPRCT, Inc. of Atlanta and sold to plaintiff and defense firms since 2016, built around a chronology in which every fact links to its source document. Its AI assistant, Casey, answers questions with citations, drafts facts for the user to approve, summarizes documents and runs agentic workflows. The AI Legal Index grades it in the top two bands on eight of fifteen capability axes. It publishes its full price list, from $30 per user per month without AI to $140 with it, and its agreement bars training on customer data without explicit consent. As of 7 September 2026 the index located no security certification, no named model provider and no integration with other practice systems.

Source: AI Legal Index, 2026

Everchron

Everchron is collaborative litigation management software from Icebox Inc. of Los Angeles, built by former litigators and offered since 2016, with a shared case chronology linking facts, documents, issues and people, a master file for large matters including multidistrict litigation, witness profiles and transcript management, integrated with RelativityOne and Relativity Server. Its opt in AI, EC:AI, plans multi step work with cited answers, drafts facts for acceptance and summarizes transcripts. The AI Legal Index grades it in the top two bands on nine of fifteen capability axes, with an A on autonomy and oversight. It labels AI generated content through export. As of 7 September 2026 the index located no pricing, no named model provider and no statement on whether customer content trains its models.

Source: AI Legal Index, 2026

Questions buyers ask

Casefleet vs Everchron: which is better for case chronologies?

The grid barely separates them: Everchron sits in the top two bands on nine of fifteen AI Legal Index capability axes and Casefleet on eight of fifteen, with identical grades on nine. Everchron publishes more about controlling and tracing its AI and integrates with Relativity. Casefleet publishes its prices, a consent requirement before any training on customer data, and an intellectual property indemnity. Large firms on Relativity have more to read from Everchron; smaller firms pricing seats have more from Casefleet.

Does Everchron mark AI generated work?

Yes. Everchron states that AI generated summaries, facts, analysis and other work product are identified as such throughout a matter, that a user can always tell which content EC:AI produced and which the team created, and that the distinction carries through when content is exported. Every output links to the document or transcript passage behind it. Its terms also bar customers from representing AI output as human generated. 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 25, 2026. No vendor pays for placement.

How much does Casefleet cost?

Casefleet publishes Starter at $30 per user per month with no AI and a 20 document limit per case, Advanced AI at $140 per user per month, and custom Enterprise pricing for twenty or more users, with 22 percent off for annual payment. Metered extras are priced per unit, including OCR at $1 per 100 pages and AI credits at $0.001 each beyond the free allowance. Everchron publishes no price or unit. 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 25, 2026. No vendor pays for placement.

Does Casefleet or Everchron train AI on case files?

Casefleet's agreement says it will not use customer data to train its AI systems without explicit consent and describes a closed loop system, while reserving use of anonymized, aggregated interaction data to improve the platform. Everchron's agreement does not address its own training either way; it licenses content to provide and improve the service, and bars customers from using output to train their own models. 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 25, 2026. No vendor pays for placement.

What do Casefleet and Everchron both leave unpublished?

Which AI models read the case file. Casefleet says several third party providers are involved and names none; Everchron calls its AI proprietary and says nothing more. Neither holds a security certification, names a data region, publishes an AI governance position, or says what its AI does when the record does not support an answer. Neither names bar guidance on AI, and neither says how AI assisted work should appear on a client's bill. 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 25, 2026. No vendor pays for placement.

Disclosure

Three readings to weigh. Everchron's agreement says it acts as a neutral vendor with no duty to check for conflicts and that it may have access to the confidential information of the customer and of other parties using the service, which matters where opposing sides may both be customers; that is a published term. Its indemnity refers to warranties in a section that disclaims all warranties. Casefleet's agreement discloses that its AI runs on several third party providers without naming any, and states that transmissions to third party vendors are not guaranteed to be encrypted. Both records were verified 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 24, 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.
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