CasePeer vs Filevine: how they compare in 2026

8am IQ comes down to two features on CasePeer's pricing matrix: a Writing Assistant and a Translation Assistant. They work inside notes, tasks and text messages, fixing grammar, simplifying language, shifting tone between professional, empathetic and assertive, and translating between English, Spanish and Arabic. That is a communication aid on a case management platform that stands without it, and the Basic tier has no AI at all. CasePeer's own page for machine readers leads with case grading, treatment tracking, lien resolution, settlement distribution and reporting, with 8am IQ as one line of fourteen. Heavier AI work reaches CasePeer customers through partners, such as EvenUp, Novo and Practice AI for demand letters and Arctrieval for records retrieval. Those are other vendors' models.

Filevine names more than a dozen AI products and sells them on top of a complete practice management system. They include MedChron for medical chronologies, DemandsAI for demand letters, Depo CoPilot, Depo Summaries, AIFields, AI Doc Review, AI Data Mapping, ValidationAI, ImmigrationAI, Leads AI, Ask LOIS, LOIS for Word and the LOIS Console. The medical chronology and the demand letter are core work in a personal injury practice, and the AI drives both. Underneath sits the platform Filevine sold before the AI: matters, documents, intake, billing, electronic signature, analytics and deadlines. Without the models, a firm keeps running on that platform. The AI is sold as packages and extensions on top of it, with its own free tier.

The product produces no legal authority: 8am IQ rewrites and translates the user's own text, so checks on citations and good law do not apply. CasePeer's AI page says every response points back to its source so the user can check it before anything goes out. Nothing explains what a source means for a tone rewrite, how it is shown, or how a user would follow it. Terms of Service Part III says 8am IQ may produce errors, omissions or inaccuracies, that 8am does not guarantee the accuracy, completeness or reliability of any Output, and that the customer alone must check accuracy before relying on it. Where the page and the agreement differ, the agreement governs. No accuracy figure, test set, error rate or evaluation is published.

Grounding is claimed across products and accuracy is not measured. Ask LOIS returns grounded, traceable answers, LOIS for Word gives source linked recommendations, Depo Summaries carry page and line references, and the free LOIS Explore tier cites every result to source. A legal research opinion reader lets a user open the authority. The agreement names the failure modes: output may be incomplete, contain factual or legal errors, reflect bias, or differ for similar inputs. What is missing is any number. No accuracy figure, test set, evaluation or error rate is published, though AIFields marketing invites buyers to stop struggling with hallucinations. MedChron's output points to sources only when applicable.

Terms of Service Part III says 8am IQ does not give legal advice, the customer may not rely on Output in place of professional judgment or human review, and the customer alone must evaluate Output before relying on it. The IQ Usage Policy adds that all outputs should be reviewed and sources checked. The assistant proposes text in a note, task or message that the user edits and sends, so nothing reaches a client until a person sends it. The firm's Account Owner controls whether 8am IQ is available, and the agreement tells the firm to set this in line with its own policies and professional duties. The control is on or off for the whole firm, so a firm cannot give the assistant to lawyers and withhold it from intake staff or case managers, who also draft client messages here. No threshold, confidence signal or limit by type of work is published, and what happens when the system is wrong is covered only by a disclaimer.

The review duty is in the contract, and it names the act required. Section 3.2 of the subscription agreement makes the customer responsible for reviewing and verifying output, and for confirming citations and legal conclusions before relying on it or sharing it with a client or a court. An AI Acceptable Use Policy is part of the agreement, AI drafting is described as human verified, and outputs link back to the underlying material. The agreement also warns that similar inputs may produce different output. What is missing: no abstention behavior, no confidence indicator, no threshold at which a feature declines, and no route to report a wrong output.

Three testimonials on CasePeer's pricing page name a person, role and firm: the founder of Josh Jones Law, P.A., a cofounder of Sam and Ash, LLP, and the founder of Oscar A. Garza Law. No figure is tied to a named firm, no deployment is dated, and no result is given with a basis. Review site scores are published, including G2 at 4.7 from 188 reviews and Capterra at 4.8 from 216. The AI page cites survey findings that 69 percent of legal professionals use AI and 38 percent save one to five hours a week; those describe the profession, not this product, and the page does not claim otherwise. CasePeer also publishes a case studies library.

Volume claims, not customer outcomes, are what Filevine puts forward. It says customers draft about 100,000 demand letters a month, and claims the largest and most accurate personal injury case management data repository in the world. One case study headline names a shareholder who brought 125 active cases under control, without naming the firm. The agreement lets Filevine use a customer's name and logo, with a right to withdraw. No measured outcome for a named organization is published. Filevine has a customers and case studies library.

The 8am agreement, which CasePeer's footer adopts, bars training on customer content, covering models built by 8am and by third parties. It says the models behind 8am IQ may keep IQ Content for up to thirty days and may not train on it. Access is documented at the level a firm sets up: permission groups, detailed user permissions, two factor authentication and role based access. Privilege and work product are not addressed in the agreement, the AI page, the security material or the page for machine readers, though the platform holds a contingency practice's whole case file, including medical records, treatment histories and settlement talks. Nothing describes separation between matters or users within a firm beyond the permission model, and no retention period is stated for case content, since the agreement points to an unpublished Data Retention policy.

Confidentiality and training are both covered by commitments in Filevine's agreement. Third party AI providers are barred in writing from training on customer data and from keeping it beyond the request, except briefly for abuse monitoring. The customer owns its data, including output, and customer data is confidential information for seven years, with trade secrets protected indefinitely. Filevine cannot reduce its confidentiality or security commitments mid term without consent. Another customer's queries and output are not the customer's data, which separates tenants. What is missing is separation inside a firm: nothing describes a wall between two matters, which is live for a plaintiff firm with adverse cases.

In documents CasePeer adopts, the platform is for legal, accounting and other client based professionals in the United States and Canada, which sets who may subscribe and where. 8am says it does not give legal advice or practice law, and customers must use the platform in line with the professional conduct rules of their profession. Unauthorized practice is banned twice, in the Terms of Service and in the IQ Usage Policy. The policy bars practicing law without authorization or giving tailored legal advice without a qualified person reviewing it, and says the models are not tuned to give legal advice and should not be the only source of it. 8am IQ is one on or off switch for the whole firm, held by the Account Owner, with no control by role or user; intake specialists and case managers use the platform and the assistant drafts messages to clients, so a firm cannot limit it to lawyers. CasePeer's own marketing pages say nothing about professional responsibility.

The advice line is drawn clearly in the agreement. Filevine is not a law firm and does not give legal advice, and using output creates no attorney client relationship. The customer must confirm citations and legal conclusions before relying on output or sharing it with a client or a court, which names the duty and the audience. An AI Acceptable Use Policy governs permitted uses. What is missing: no bar or ethics authority is named, including ABA Formal Opinion 512, and no jurisdiction limit is stated for a platform used in immigration, criminal defense and prosecution work across every state.

The 8am IQ Usage Policy, updated 19 August 2025, names CasePeer IQ, is part of the agreement through the Terms of Service, and sets enforcement steps from a request to change up to suspension or termination. It bars use of 8am IQ for illegal activity, hateful, harassing or violent content, malware, and high risk physical or economic harm, including automated decisions on credit, jobs or public benefits. It also bars fraud, and high risk government decisions in policing, criminal justice, migration and asylum. Three bans address bias and rights directly: no facial recognition of private individuals, no classifying people by protected characteristics, and no biometric identification. The tool terms add a no training covenant, a thirty day model retention limit, a human review requirement and a firm wide on or off control. No one is named as accountable for AI, nothing describes testing before an IQ feature ships, and no results are published. The policy governs what the customer may do, not how 8am builds the tool. Nothing addresses whether output is even across the people a personal injury practice serves, including the clients who do not read English that the translation feature is aimed at.

Fairness, reliability and safety, privacy and security, inclusiveness, transparency and accountability make up Filevine's six AI principles. The fairness principle commits to fighting bias in its legal AI tools. The agreement repeats the point where it binds, stating that output may reflect biases in training data. Governance has some structure: an AI Acceptable Use Policy is part of the agreement, Filevine keeps a list of permitted models, and it cannot reduce its confidentiality or security commitments mid term without consent. A Head Legal Futurist and a Legal Futurist are named roles. What is missing is testing: no evaluation before release, no published result, and no bias audit or fairness measure.

On AI, the agreement says the language models behind 8am IQ may keep IQ Content for up to thirty days and will not train on it. Inputs and outputs may be reviewed by aggregated human and automated means for accuracy, safety and performance. Access control is documented item by item: encrypted connections with multifactor authentication for production access, network segmentation, unique authentication for production data, role based access, and two factor authentication for all users. There is also a password policy, central log management with alerts, annual third party penetration testing with deadlines for fixes, and background checks on all staff. Customer data is deleted or deidentified after the retention period when a customer leaves, with export and deletion rights kept. No subprocessor list exists: the only third parties named are payment processors, and the AI providers are never identified. 8am does not commit to tell customers of a breach of its own systems; the incident clause runs the other way, requiring the customer to notify within 24 hours and leaving 8am alone to decide whether any notice is given. No retention period is stated for case content.

The Data Protection Agreement (updated 14 Jan 2026) covers retention, return, access, subprocessors and breaches. Personal information is kept for the life of the service, then destroyed or returned on the customer's written direction. If law forces Filevine to keep something, it must tell the customer what, why and when it will be destroyed, and certify destruction within thirty days. Access is limited to staff who need it, with training and background checks where lawful. Subprocessors sign terms at least as protective, the list sits in Annex C, customers can subscribe to change notices and object within ten business days, and Filevine is liable for its subprocessors. Breaches are notified promptly, with the data affected, the number of people, the steps taken and a named contact, and Filevine bears reasonable costs. What is missing is a fixed notice deadline in hours.

Total liability under the 8am agreement is capped at the net fees earned in the three months before the event. Indirect, incidental, special, consequential, exemplary and punitive damages, and loss of profits, revenue, goodwill, use and data, are excluded. Claims must be brought within one year. The platform is provided as is, with all warranties disclaimed, including that information will be accurate, complete or lawful. The AI clause says 8am is not liable for any damages from errors in Output, reliance on Output, or any failure of 8am IQ. No indemnity runs to the customer. The only indemnity runs from the customer to 8am, and covers 8am's staff time if it must answer a subpoena about the customer's account. A certificate of insurance is listed on the trust center, available on request, with no stated scope. No service level, output warranty, data breach indemnity or insurance terms are published.

Filevine publishes a full liability position on four fronts. It defends and indemnifies against third party claims that the service infringes a US patent or copyright or misappropriates a trade secret, with remedies of a license, a fix, or termination and refund. Total liability is capped at the greater of twelve months of fees or two hundred thousand dollars, so smaller customers get a floor. The cap reaches claims from a security breach of customer data, gross negligence and intentional misconduct sit outside it where law requires, and the infringement indemnity is uncapped. Filevine commits to insurance from carriers rated A minus, VI or better by A.M. Best. It also warrants that the service conforms to its documentation and complies with law, with 99.0 percent uptime and service credits. What is not covered: output carries no warranty and is excluded from the indemnity.

CasePeer's pricing matrix names twenty one connectors. The page for machine readers groups them: LawPay for payments; QuickBooks Online, Milestones and Lead Docket for operations; EvenUp, Novo and Practice AI for AI demand letters and case summaries; and Arctrieval for medical and billing record requests. Case Status, Hona, Kenect and RingCentral handle client messaging, calls and fax; Dropbox, Google Drive, Microsoft Word and OneDrive handle documents; and Google and Outlook calendars and Zapier complete the list. Direction is stated for a few: Novo syncs finished documents back to case files, and Arctrieval syncs records and provider details to cases. LawPay, a sister brand, is built in for trust compliant payments. API access is a new Advanced tier feature, but no public API reference for CasePeer is published; the parent's developer portal covers its payments and referral APIs, not this product. For most connectors nothing says what moves, in which direction, or what a firm must set up, and CasePeer describes its API library as growing rather than defined.

Named integrations connect the platform to other tools. LOIS for Word puts drafting and redlining inside Microsoft Word with source linked recommendations. Microsoft 365 integration is reported, DataBridge gives real time access to Filevine data, Vinesign has a public API, and native and partner integrations are sold as an extension. The agreement grants API access. Deposition scheduling books court reporters and creates Zoom links. What is missing is depth: nothing says what moves, in which direction or with what setup, and nothing is published for iManage, NetDocuments or ebilling. Filevine has an integrations and API page.

Hosting with AWS and automated rolling backups appear in the pricing matrix, and CasePeer's FAQ says data is hosted and backed up with Amazon Web Services in a certified environment. No region is named and no residency option is offered or refused, though the platform is sold in the US and Canada under an agreement that names both. No tenancy model, shared or isolated, is described, and nothing separates where data is stored from where it is processed. The agreement says the models behind 8am IQ may keep prompts and outputs for up to thirty days and never says where those models run. The parent's trust center at trust.8am.com is hosted by Vanta.

Amazon Web Services hosts the platform in the cloud, named on Filevine's case management page and pricing FAQ, with separate US and Canadian login domains. The Data Protection Agreement names Filevine, Inc. in Salt Lake City, Utah as the data importer and names a Data Protection Officer. Transfers from Europe, the UK and Switzerland run on Standard Contractual Clauses and the UK addendum, with supervisory authorities listed. Government access requests are notified to the customer only. What is missing is a residency choice: no region list, no selectable location, no tenancy model, and no statement of where AI inference runs, which matters because third party AI providers process customer data.

Two certifications are claimed specifically: SOC 2 Type 2, stated as current with the report available through the trust center, and PCI DSS v4.0.1 compliance through the built in LawPay payments, along with IOLTA trust accounting compliance. A detailed control list covers infrastructure and application access. It also covers operations, including annual third party penetration testing with deadlines for fixes and annual control self assessments, and personnel and governance, including background checks, confidentiality agreements, an annual board briefing on cyber and privacy risk, and a whistleblower channel. The parent's agreement names 8am CasePeer expressly, and CasePeer's footer links the parent's trust center as its security page. No auditor, report period or certificate number is given. 8am says the SOC 2 report, PCI attestations, a security questionnaire and a certificate of insurance are available on request through its trust center, which is hosted by Vanta.

Filevine claims SOC 2 Type II, SOC 3, HIPAA, CJIS, HITECH and GDPR on a structured security page. Its Data Protection Agreement adds the route behind the claims. An independent third party audits data processing and security controls at least once a year. Audit reports are available on the customer's written request, under confidentiality, and issues are handled through a corrective action plan. If no audit happened in the past year, or Filevine declines to share reports, the customer gets a direct audit right on 21 days' notice. Filevine also answers a security questionnaire once a year within six weeks. What is missing: no auditor, report date or coverage period is published, and the certifications carry no scope.

The tool terms say 8am IQ runs on large language models, and that those models may keep IQ Content for up to thirty days. No model, version or provider is named, nothing says where inference runs, and no commitment to notify customers of changes is published. There is no subprocessor list, and the only third parties named in the agreement are payment processors. CasePeer's AI page says there is no third party AI, while the agreement says the models 8am uses may keep content for thirty days and bars the customer from using IQ Content to improve any AI system built by 8am or a third party, which contemplates outside models. The tool terms also name Claude as an example of a third party service that is not an 8am feature and is governed by the customer's own agreement with that provider.

The agreement confirms third party models are used and does not say whose. Section 3.1 says AI features use models from third party AI providers, and section 4.3 commits Filevine to keep a list of permitted models. No model, provider or version is published. The AI principles page calls Filevine's AI proprietary, and nothing reconciles that with the agreement. The providers are bound not to train on customer data or keep it beyond a request, except briefly for abuse monitoring. Material changes need thirty days' notice, though nothing is specific to models. Filevine links a Subprocessors page.

CasePeer's Basic tier is $79, Pro $119 and Advanced $149, each per user per month, stated on the pricing page and in the FAQ. There is no limit on how many attorneys and staff may use it, and the price depends on active users. A comparison matrix of about seventy rows across nine groups marks each item as included, optional or add on by tier. There is no long term contract or setup fee. Tier changes either way can be made at any time and are prorated, cancellation is possible at any time, and guided implementation and live training are included. Electronic signature and data migration are optional extras. 8am IQ is included with Pro and Advanced at no extra cost and absent from Basic, as stated on the pricing page, in the FAQ and on the AI page. Prices for electronic signature and data migration are not published, and the agreement reserves extra fees for usage above thresholds in the pricing pages or an order form, without publishing the thresholds.

The full shape of the pricing is public, with no figure attached. Filevine publishes the LOIS AI tier with seven components, four platform packages (Matters, Intake, Depositions and Signatures) with their features, and five Matters extensions. A free tier, LOIS Explore, needs no credit card and covers document questions, AI drafting, legal research and the opinion reader, but does not connect to case management. The agreement adds billing terms: interest at up to 1.5 percent a month after ten days overdue, suspension at ten days, a ten day window to dispute a charge, retroactive overage billing from usage telemetry, and no refunds outside warranty or breach. Implementation, configuration and data migration are done by separate certified partners for their own fees. What is missing is any number, at any tier. Prices are quoted after a demo.

CasePeer's segment is named and exclusive: plaintiff personal injury and mass tort law firms, from solo practices to multi office operations, repeated as the product's organizing claim. Roles are listed and the tiers are built around them: managing attorneys and owners, case managers and paralegals, intake specialists, and operations and firm administrators. Practice coverage shows in the data model: medical treatment and provider tracking, injury tracking, liens and letters of protection, a settlement calculator with distribution and expense tracking, case grading, mass tort tracking and statute of limitations alerts. CasePeer defines itself against general platforms that try to serve every practice area, saying it is built only for plaintiff personal injury and that general tools force firms to retrofit workflows. The agreement adds a geographic limit: the platform is for professionals in the United States and Canada. In house and government use do not apply to a plaintiff contingency product and are not claimed.

Coverage runs across seventeen segment pages. By practice: personal injury, family law, mass torts, immigration, insurance defense, criminal defense and estate planning. By government tier: prosecutors, public defenders, states and municipalities, attorneys general and federal agencies, backed by agreement clauses on sovereign immunity and FAR and DFARS designations. By corporate use: in house counsel. By size: solo, small, mid size and big law. ImmigrationAI handles documents in 170 languages, and Timely generates court deadlines for any jurisdiction in the country. What is missing is any limit: no unsupported practice, matter type, jurisdiction or scale is named, and the deadline claim has no coverage table.