1. Ingest
Upload PDFs, Word files, and case documents in most formats within seconds.
CaseOptimus helps solo attorneys and small law firms analyze evidence, uncover contradictions, build timelines, and draft litigation documents — all in one place.
One Intelligent Workflow
Upload PDFs, Word files, and case documents in most formats within seconds.
AI organizes cases, documents, and key facts into a clear structure.
Uncover contradictions, insights, and case strategy with AI.
Build timelines, mind maps, and investigation notebooks.
Draft briefs and research reports; export to Word or PDF.
Powerful Tools for Solo Attorneys & Small Firms
Unified view of clients, cases, phases, and tasks.
Upload, extract, and summarize large volumes of legal documents.
AI-driven case summaries, themes, and suggested next steps.
Pin evidence, quotes, and findings into a shared case notebook.
Build and merge litigation timelines in minutes, not hours.
Spot inconsistencies across statements, documents, and facts.
Run simple, advanced, or precedent-focused legal research on your case.
Draft motions and briefs with AI; export to Word or PDF.
Plus AI Case Chat, mind maps, and probability analysis.
AI-assisted outputs require attorney review-verify facts, citations, and conclusions before filing.
Multi-tenant workspace isolation, layered access controls, and encryption in transit and at rest - with application-level case-data encryption on our roadmap.
Enforced at the database, file storage, and API layers for complete firm isolation.
Industry-standard encryption for sensitive legal matter data.
Your firm's cases, clients, and documents are isolated by workspace. Access is authenticated and authorized on every request - not only in the user interface.
Legal AI requires verification, not blind trust. Application-level encryption for sensitive case fields at rest, with managed keys and stronger AI privacy controls - in development.
Built on SOC 2-audited Google Cloud / Firebase infrastructure
Have more questions about security? Contact our team
Large law firms have always had advantages over smaller firms. This advantage used to be the armies of paralegals and support staff that the big firms could afford to deploy.
Today, as many of the largest firms are deploying AI to replace these humans, small firms have a unique opportunity to level the playing field.
CaseOptimus gets you in the AI game, safely and securely while retaining the small firm's greatest advantages-agility, flexibility and focus.
We started as an experiment to see if a small firm attorney and a software ninja could use AI tools to build useful automation tools to take on the 'big guys' in legal tech.
Everything we build is tailored for the real-world needs of small law firms.
Powerful AI tools that augment your expertise-never replace it.
We believe in transparency, security, and earning your trust every day.
We're constantly improving so you can stay ahead of the curve.
A unique blend of legal expertise and technical innovation, united by a mission to empower solo attorneys and small law firms with AI-powered legal intelligence.
Co-Founder
Software architect and entrepreneur who has built several successful companies, with focus on AI, identity theft prevention, fraud prevention, and bio science.
Co-Founder
Co-Founder. Educator, legal consultant, patent holder in biometric/identity theft prevention.
Legal Advisor
Deeply experienced advocate and trial attorney in business litigation, partnership disputes, intellectual property, and other complex matters.
Legal Advisor
Legal technology consultant with extensive experience advising law firms on digital transformation and AI adoption.
We're a team of builders, legal experts, and problem solvers committed to creating technology that truly makes a difference for small law firms.