Private case intelligence
Upload the entire record—even massive case files. Ask questions in plain English and get clear answers linked to the documents and pages they came from.
Case conversation
New analysisThe record shows a 42-day treatment gap between the final physical therapy visit on March 18 and the orthopedic follow-up on April 29.
The defense may argue that the gap indicates symptom resolution. The record also gives two facts that counter that framing:
One secure workspace for the complete record
How Case Notes LM works
Case Notes LM gives your team a shared intelligence layer for the files you already have—without changing how your firm thinks.
Add pleadings, medical records, bills, correspondence, depositions, exhibits, and the long tail of case documents.
Use plain language to compare testimony, trace a medical issue, or surface the details that matter to your theory of the case.
Keep every answer tied to the source, then use the verified facts to prepare chronologies, strategy, and first drafts.
Made for real casework
Turn scattered medical records, treatment notes, bills, and testimony into a clean, source-linked timeline.
↗Compare depositions, expert reports, and prior statements without manually searching every page.
↗Walk into a client call, mediation, or strategy session with the complete record already in view.
↗Move from verified facts to an organized outline for demands, motions, discovery, and case memos.
↗Security for sensitive files
Case Notes LM is built for legal teams working with protected health information and confidential case records. Security is part of the workspace—not an enterprise add-on.
Matters, documents, and conversations stay organized within your firm’s workspace.
Keep case access aligned with the attorneys and staff working the matter.
Sensitive records are handled in a controlled environment built for confidential work.
Verify the record yourself with document and page citations attached to every material answer.
Simple monthly pricing
No demo. No implementation fee. No sales call. Pick the workspace that fits your firm and upgrade when your caseload grows.
For a solo attorney testing a smarter way to work a case.
The complete case workspace for small, focused legal teams.
More room, faster processing, and shared firm knowledge.
High-capacity intelligence for a growing litigation practice.
Need more than 300 active cases? Start with Firm and add capacity inside your workspace—still no sales call required.
Before you upload
Case Notes LM is organized around matters, documents, and citations. It is designed to work across a complete case file and show where each material answer came from.
Yes. The workspace is designed for document-heavy matters. Your plan sets the number of documents per case, and each case can contain records spanning thousands of pages.
No. Choose a plan, create your firm workspace, and upload your first case. The product is designed to be purchased and started online.
Yes. HIPAA-compliant handling is included across every paid plan, from Essential through Firm.
Your next case starts here
Choose a plan, create your firm workspace, and bring your first case into focus.
Start in three steps