CaseMark vs Steno: how they compare in 2026

Deposition summaries come in analysis, index, page and line, and narrative formats, and CaseMark says a 200 page transcript comes back in under two minutes. Medical chronologies list each provider by date with diagnoses, ICD codes, medications and vitals. A firm can send examples of its own chronology format and get it back as a one click template. Workspace adds chat across a matter's files, Deep Research, custom agents, persistent memory across conversations and matters, and Overtime Mode, which keeps researching and drafting after the first prompt. Tabular Analysis turns hundreds of documents into one table with a CSV or Excel export. In Source, models draft exhibit indexes, propose clip ranges from a plain language description of the testimony and answer questions across up to 50 transcripts. Insight Pass sits in front of every summary. It reads the selected sources, asks three or four questions about audience, side, purpose and detail, and hands a plan to the drafting models. Quick Actions run one click summarize, research, timeline, organize and find tasks, and Organize proposes a file structure and naming for a matter. Workspace usage is metered in money against a monthly allowance, and larger tasks consume more of it.

Transcript Genius is included with no extra charge and no usage limit, and the home page markets it as free with all Steno depositions. Customers pay for the services underneath: court reporting, videography, interpreters, remote and hybrid depositions, equipment rental, conference rooms and DelayPay. Without the AI, all of those remain, along with Steno Connect for Zoom and the Firm Dashboard. The terms reserve the right to change Transcript Genius's price or limit a person's use of it at Steno's sole discretion. The deposition business runs without the AI.

Deposition summaries cite page and line and come as Word files or hyperlinked PDFs that open at the testimony. Every medical chronology entry cites its source page. Answers in Workspace's Explore view carry Bates citations, and Deep Research returns a synthesis with linked citations and a source list the user can review. After any summary, Interrogate lets a user ask follow up questions across the whole deposition or record set, with each answer linked to the supporting page. For research beyond the customer's files, case.dev's citation service matches each cited case against CourtListener's database of about 10 million opinions. It returns verified, not found or multiple matches, with the case name, court and decision date. No accuracy figure is published for any output. The terms warn that output may not reflect people, places or facts accurately and must be reviewed before anyone relies on it.

Every Transcript Genius answer carries a clickable page and line citation into the transcript, shown side by side with the source, and Steno's FAQ says human verification is a simple click away. Summaries carry the same linked citations. Where a firm has ordered Text to Video Sync, a citation opens the deposition video at that moment, so a user can hear the tone of the testimony as well as read it. Lookups combine exact wording and meaning across the firm's transcripts. No accuracy figure, test set, evaluation, error rate or comparison is published, despite a marketing claim of unparalleled accuracy. The agreement says AI is not perfect and may make mistakes, and disclaims any warranty of accuracy, completeness, truthfulness, timeliness or suitability for outputs. Checks against legal authority do not apply, since the tool reads deposition transcripts, not law.

In Source, the exhibit index starts as a draft that the court reporter edits, matches to matter files and approves. Clip ranges proposed from a plain language request come back with the matched testimony, a confidence value and warnings, and a clip is cut only once approved. The reporter keeps sole authority over the certified transcript, and Source prepares what surrounds it. Summaries can be aimed before drafting through Insight Pass, and every output links back to its sources. CaseMark describes a chronology as an organized starting point whose dates, statements and conclusions still need confirming against the underlying records. At the platform layer, case.dev tracks each unit of agent work as a work item that a person approves or blocks with a stated reason. Its privilege detection service returns a review recommendation, calling for attorney review, on ambiguous documents. Two modes run with no person in the loop. Overtime Mode keeps researching, drafting and revising after the first prompt, and the Operator handles recurring tasks it has learned through email, Microsoft Teams and text messages. Neither has a stated limit on what it may do unattended.

The terms say Transcript Genius uses AI with no human oversight to question transcripts and other case documents. Its outputs are research aids, not legal advice, attorney work product, or a substitute for reviewing the record. No one at Steno checks an answer before it appears, and the user must check it against the record. The product supports that check with page and line citations on every answer, a side by side transcript view, and video sync to the cited moment. Customers must switch AI features on in the Dashboard. Only final ordered transcripts can be questioned, not drafts. The tool shows no sign of uncertainty and offers no way to report a wrong answer.

Ogletree Deakins, Nelson Mullins and Pathway are named as users of CaseMark's platform, and CaseMark counts more than 7,000 attorneys among its users. Fortz Legal Support, a Michigan court reporting and litigation support firm, ran one deposition through several summary vendors alongside peer agencies before choosing CaseMark. After one summary for a client, that client's partner asked for summaries of every remaining deposition in the case, and Fortz now sells summaries as a service. A September 2026 post reproduces one month's usage report from an unnamed mid sized insurance defense firm, for 12 August to 11 September. It shows 38 practitioners working 98 litigation matters, 155 deliverables, 1.25 million pages loaded and 841 attorney hours saved, for a flat $3,500 a month. CaseMark values those hours at about $106,000 on the firm's blended rates and calls that an assumed value. A medical malpractice insurer is described as saving $5 for each $1 spent across 300 panel firms in 36 states. The solutions pages quote results such as 90 percent less document review time for small firms and $11,500 in average savings per case for insurers, without a basis. In the Chock Barhoum LLP story, two weeks of document review shrank to minutes. The partner it features, Sarah Tuthill-Kveton, is also CaseMark's Chief Legal Officer.

Five quotes carry a name, title and firm. They come from a partner at Panish Shea Ravipudi, a director at Ivie Mcneill Wyatt Purcell & Diggs, a paralegal at Citron & Citron, an attorney at Gamliel Law and an attorney at Burneikis Law. The Burneikis Law attorney is also the subject of a Transcript Genius customer story, which describes time saved without saying how much. No quote has a number or date. Trade coverage of the beta reported an average saving of two to four hours per case, a figure Steno does not state itself.

Training on customer data is ruled out in the terms, and the security page says documents, transcripts and work product remain the customer's. Under the terms, the customer keeps ownership of uploaded data and any interest in the output. Inside a firm, each matter is shared with read or write permission, and a Document Manager seat covers file work without chat or billing access. Custom agents are scoped to the organization, a matter or one person. CaseMark describes the platform as tenant isolated with no commingling of customer data, and Enterprise adds dedicated compute and isolated inference pools. Model providers sign BAAs with CaseMark, and the case.dev gateway serves Anthropic's models from a zero data retention workspace. CaseMark says the architecture itself protects privilege, through tenant isolation, encryption and audit trails. No published policy covers privilege or work product in what the models see or produce.

Content is not accessed or viewed except as the customer authorizes, as needed to perform, as the agreement and privacy policy provide, or as law requires. Steno commits to physical and technical safeguards consistent with SOC 2. The customer keeps copyright in its Content and grants only a revocable license to provide the Services, plus a carve out for aggregated, deidentified use to improve them. Data shared with Steno's model providers is not used as broader training data, and the product page adds that transcripts and conversations never train the AI and that AI partners keep nothing after a session. Backups may cover entire proceedings, including parts considered off the record, which in a deposition can include exchanges counsel treat as privileged. A backup will not be shared without a valid subpoena that is not objected to, or a court order. Nothing describes a wall between matters, and the Dashboard is built to query all of a firm's depositions at once.

A No Legal Advice clause in the terms says CaseMark does not practice law, that text from its AI tools is for information only, and that no attorney client relationship forms. Users must be 18 or older and may not present output as written by a person. The service is offered only to people in the United States, and personal data covered by the GDPR may not be uploaded without CaseMark's consent. The products are sold to lawyers, paralegals and litigation support staff rather than to the public. Medical chronologies are described as built for legal team review and not as a substitute for medical or legal judgment. No published material sets out how the product supports a lawyer's supervision of the work it produces.

The AI section of Steno's terms says AI tools are research aids and are not legal advice, attorney work product, or a substitute for reviewing the underlying record. The general disclaimer adds that content is informational only and is not advice of any kind; it does not replace professional advice, including legal advice, and users must get independent advice before acting. Users must be eighteen or older and represent they are competent. No bar or ethics authority, including ABA Formal Opinion 512, is named on any product or policy page, and no jurisdiction limit is stated. Steno's blog has an item titled as covering ABA and state ethics guidance on AI.

A September 2026 post by CEO Scott Kveton sets out what CaseMark weighs when it chooses a model provider. The factors are retention, the reach of a BAA, training terms a provider can change, and dependence on one vendor. In July 2026 CaseMark signed the Open Weights and American AI Leadership letter. Its CEO argued that a model a vendor hosts itself cannot be withdrawn, repriced or quietly retuned under a customer. The agent layer is open to inspection. Linc, CaseMark's terminal agent, is MIT licensed and built on the open source pi agent framework. Its legal skills follow an open standard published through agentskills.legal, and custom skills a firm commissions are portable to other platforms. No results from testing its summaries or models are published.

The terms say Transcript Genius runs without human oversight and that its model providers do not train on the data. They also disclose internal AI use for drafting messages, support triage, software development and routine work, under agreements that bar those providers from training on the data. The trust center publishes bias disclosures for BrightHire and Criteria, two tools used in hiring, and notes AI features in Rippling recruiting; none of them covers Transcript Genius. No responsible AI principles, accountable owner, testing regime or model documentation exists for the product, and the terms let Steno change the AI platform behind Transcript Genius at any time at its sole discretion. How the tool handles accents, dialects and interpreted testimony is not described, though it analyzes spoken testimony and Steno also books interpreters.

Customer data is kept for 30 days or for the length of the agreement, then destroyed through a process CaseMark says follows ISO standards. Users can delete a file and its chat themselves, and deletion on request is also offered. Access follows least privilege, with user roles, SAML single sign on and multifactor authentication required on every account. Every user action and system event is logged. Data is encrypted with 256 bit AES at rest and TLS 1.2 in transit. External penetration tests run every year, vulnerability assessments every quarter and dependency updates daily. Staff pass background checks and annual security training. CaseMark publishes more than 130 security controls with their status, among them disaster recovery plans tested each year and cybersecurity insurance. A public status page reports uptime and outages, and payments run through Stripe. No commitment on breach notice to customers is published.

Retention is in the customer's hands: uploaded documents, recordings and other materials are kept until the customer tells Steno to delete them. On the model side, AI partners do not keep data after a Transcript Genius session. The conversation thread is kept only to give follow up questions context, is not shared, and can be deleted by the user. Steno commits not to access or view Content outside four named cases. It holds a SOC 2 Type II report and a HIPAA addendum, and publishes a data processing addendum (DPA) that applies where law requires. The DPA commits Steno to notify the customer promptly once a security breach is confirmed, to keep a current subprocessor list available on request, and to give notice of new subprocessors where privacy law requires. The terms name Stripe and Bill.com for payments but not the model providers. Steno publishes its controls for encryption, access, background checks, penetration testing and disaster recovery testing.

The terms of service, last updated 1 October 2026, cap CaseMark's total liability at $100, and more than one claim does not raise the cap. Lost profits, lost data and indirect damages are excluded. The service is provided as is, with warranties of accuracy and noninfringement disclaimed, and any warranty the law requires lasts 90 days. CaseMark's suppliers carry no liability under the same clause. The indemnity runs from the customer to CaseMark, covering use of the service, uploaded data and breaches of law or of the terms. No indemnity runs the other way, and wrong output carries no remedy. Enterprise customers sign a separate agreement on top of these terms, and that agreement is not published.

The terms cap Steno's liability for any damages related to the agreement, for any cause, at $100, and more than one claim does not raise the limit. No exception to the cap is named. Indirect, consequential, exemplary, incidental, special and punitive damages are excluded, suppliers carry no liability, and the customer gives Steno a broad release with a California Civil Code 1542 waiver. Disputes go to mandatory individual arbitration before the AAA in Los Angeles, with a class action waiver and a thirty day opt out. An AI disclaimer provides outputs as is and with all faults, with no warranty of accuracy, completeness, truthfulness, timeliness or suitability, and the customer bears all risk of using them. The only indemnity runs from the customer to Steno, and no insurance is mentioned.

Inside Workspace, files arrive by upload and leave by download or by saving back to the matter. CaseMark's own comparison with Harvey lists practice management connectors as coming soon in the product. The case.dev platform underneath publishes connectors in depth. Clio Manage is generally available. It imports matter documents, communications and tasks into a vault and exports work product to a CaseMark Output folder in Clio. Two way sync keeps documents from each side separate and halts on conflicting edits instead of overwriting either. Google Drive needs enablement and Box is in preview, and change detection, rate budgets and reconnection are set out for each provider. Developers reach the platform through an API with SDKs for TypeScript, Python and Go, a command line tool, signed webhooks and an MCP server for Claude, ChatGPT and Microsoft 365 Copilot. Source exports the litigation support formats that trial software reads, including MDB, PTX, LEF and SBF.

Clio and Litify integrations have their own pages, listed in the main navigation under Technology and Integrations. Steno Connect for Zoom runs the deposition inside Zoom, with exhibits uploaded, shared, numbered and annotated in the meeting. The terms add linking of Google and Microsoft accounts and a general provision on exporting information to connected third party services. What the Clio and Litify integrations move, and what a firm must set up, is not described. No API or developer documentation is offered, and no document management, electronic billing or court filing system is named.

Customer data sits in AWS and Azure in the United States. The trust center adds that it can be stored in other countries when a customer needs that. CaseMark hosts its open weight models in the United States. Isolation rises by tier. The standard service isolates each tenant, and Enterprise adds dedicated compute and isolated inference pools. Sovereign Legal AI on case.dev offers CaseMark Core on a dedicated GPU cluster, dedicated instances of frontier models, or a managed deployment inside the customer's own AWS, Azure or Google Cloud account. The processing location for closed models from OpenAI, Anthropic and Google is not stated. When OpenAI is down, the gateway routes requests to Azure or Bedrock.

Where data is held is not stated. The product is a browser dashboard with a Zoom app, and the terms say materials are stored on Steno's systems under its security protocols. No cloud provider, region or tenancy model is named. Content does pass to outside model providers for Transcript Genius, and those providers do not keep it after a session. The privacy policy, updated 9 October 2026, says Steno is headquartered in the United States, uses service providers in other countries, and may move personal information across borders. The DPA allows cross border processing of personal information only where privacy law is met and a lawful transfer mechanism is in place.

A SOC 2 Type II report and HIPAA compliance are stated. The trust center, built on Vanta, lists the 2026 SOC 2 Type 2 report and a statement of HIPAA compliance as documents released through a request form. The same center shows more than 130 controls across infrastructure, organizational, product and internal security, each with its status. The report itself, with its auditor and period, sits behind that request form.

The trust center offers a SOC 2 Type II report for the control period 1 February 2025 to 31 January 2026 and a HIPAA addendum dated 31 January 2026, both through a request access form. According to the Transcript Genius page, SOC 2 Type II and HIPAA standards cover all data in the platform, and Steno's AI partners meet them too. The terms commit to safeguards in line with SOC 2 policies. Controls across infrastructure, organizational and product security are shown, including encryption, background checks and penetration testing, along with a responsible disclosure policy. No auditor is named on the public pages.

The case.dev gateway offers CaseMark's own Core Large, Core Titanium, Core Mini and Embed V1 models. It also offers OpenAI's GPT-6.1 Sol, GPT-6 Sol and GPT-6 Luna, Anthropic's Claude Opus 5.5, Sonnet 5.5 and Haiku 5.5, and Google's Gemini 3.1 Pro and Gemini 3.8 Flash. Workspace lets a user pick from more than 100 models, with a cost multiplier shown for each. By its CEO's account, about two thirds of CaseMark's inference runs on open weight models, and its embedding service runs a self hosted open weight model. Anthropic's models are off by default in Workspace and are switched on for firms that ask. Insight Pass uses a reasoning model to plan each report and lighter models to draft it. No commitment covers telling customers when a model or provider changes.

The terms of use, effective 10 September 2026, say Transcript Genius is built mainly on large language models from outside providers that Steno has vetted and holds under contract. Data shared with those providers is not used as broader training data. The trust center adds that customer data is not stored with the AI provider, and the beta terms describe zero data retention agreements with Steno's model vendors. No provider or model is named, and the trust center's subprocessor page lists none. Steno may change the AI platform behind Transcript Genius at any time at its sole discretion, with no promise to notify. A separate paragraph says Steno's internal AI use runs under agreements that bar providers from training on data.

Summaries are sold one at a time with no subscription, at $25 for a legal summary. A medical chronology costs $25 plus $0.01 a page, capped at $100 for one record set of up to 25,000 pages. Transcription costs $5 an hour with a $5 minimum. Workspace starts with a free trial for one user with $5 of usage and no card. Pro is $100 per user a month with $100 of included usage, billed monthly with no annual term. Work beyond the allowance draws on prepaid on demand usage at a 30 percent premium, capped by a team spend limit. Document Manager seats are $20 a month, and a BAA plan starts at $200 per user a month with two custom workflows per firm. Teams, for two to ten users, and Enterprise are quoted. So is Source, which is priced on the certified packages, workflow runs and clips a firm produces. The case.dev developer platform passes model costs through at provider rates and opens with $10 of free usage.

Transcript Genius has no extra charge and no usage limit, though Steno may change that at its sole discretion. Canceling a court reporter or videographer after 4pm on the business day before a job can cost up to $400. Interpreter cancellation runs from 48 hours to 30 days ahead depending on dialect, and the fee may be the interpreter's full charge. Invoices more than 30 days late accrue interest at the lesser of 1.5 percent a month or the legal maximum. DelayPay defers case costs until settlement. Reporting and video rates come from a rate card sent on request, and a firm can negotiate them. Any quote is a nonbinding estimate, and the firm is liable if the invoice is higher. Rates for reporting work are not listed.

Workspace is sold to solo and small firms, mid sized firms and Am Law scale teams, with in house teams named among its intended buyers. Source serves court reporting and litigation support firms. The solutions pages cover litigation, personal injury, corporate, regulatory and compliance, real estate and family law, plus insurance carriers on the defense side. The workflow library follows that spread, with 663 litigation, 279 transactional, 182 regulatory, 139 corporate and one family law workflow. Record types include depositions, medical records, pleadings, contracts, recordings, and trial, hearing, arbitration and mediation transcripts. Service is limited to the United States, and the Clio connector supports only Clio's United States region. CaseMark's own comparison names bulk review at Vault scale and the breadth of research sources as areas where Harvey is stronger. CaseMark runs monthly Workspace training, with a recorded session aimed at insurance defense. Government buyers are not addressed.

The buyer is litigation teams at law firms, with deferred payment aimed at contingency and plaintiff practices, and the terms expect firm administrators to manage users such as legal assistants and paralegals. Transcript Genius accepts third party transcripts in text and PDF as well as Steno's own, so a firm can analyze depositions taken by opposing counsel. Steno claims to handle anything from single depositions to complex matters with many parties. No list of states or jurisdictions where Steno can staff a proceeding is published on the product pages or in the terms. The only geographic signs are a navigation entry for California litigation support and a Nevada firm registration in the footer. No practice area is named as served or excluded.