CaseWax writes up your client calls and answers questions about your case files. It runs on your own computer, so no document is ever uploaded and no third party is ever involved. And every answer tells you which file and page it came from.
Twenty minutes, and not a sales pitch: we install it, point it at one of your own folders, and you ask it something you already know the answer to.
You keep a free 30-day licence afterwards, no card. Then $490 for three months or $1,490 a year.
No file leaves your office, so the vendor-diligence and client-consent questions that professional-conduct rules raise about cloud AI — ABA Formal Opinion 512 in the United States, and its equivalents elsewhere — simply have nothing to attach to here.
CaseWax
Analyzing transcript…
14:09:59Ready — ask a question about your documents, or open Transcriber to capture a conversation.
14:10:02
In the ABC Electronics case, how late was delivery, and how much did the court award XYZ Retail?
14:10:04
The delivery was more than a month late, specifically on April 10, 2026 [Contract breach.docx, p. 1]. The court awarded XYZ Retail $250,000 in damages [Contract breach.docx, p. 2].
14:10:51
Tell me more about it
Lawyers have the most to gain from this technology and the least room to take chances with it. CaseWax was built around that problem rather than asking you to look past it.
Whatever you paste into an online assistant leaves your office and is stored on a company's computers somewhere else. For most firms that alone ends the discussion — and in many engagements it would breach the confidentiality agreement you signed.
Ordinary AI assistants invent clauses, dates and case names, and state them with complete confidence. If you cannot see exactly which document an answer came from, you have to verify everything yourself anyway.
Thousands of scanned contracts across dozens of folders. Ordinary search only finds the words you type, so it will never answer “who pays if delivery is late” when the contract calls it something else entirely.
Two of them are already on your desk. Here is exactly where each one stops being useful to a lawyer, and what changes when the whole thing runs on your own machine.
Ordinary search keeps your files safe because it barely reads them. Cloud assistants understand the question but need your client’s documents to do it. CaseWax is the only column where neither of those is a trade-off.
A trial that was never going to work wastes your afternoon and our reputation. Here is who gets the most out of this, and who should close the tab.
Install it like any other Windows program, choose your folders, and you are working. Nothing to set up with your IT provider, no accounts to create, no contracts to sign with anyone else.
Point CaseWax at the folders where your case files already sit. It reads PDFs and Word documents where they are — nothing is copied, moved or sent anywhere. It only has to read each file once.
Type a question in plain English, or tell your client you are taking notes and switch on listening. CaseWax writes down what is said by both sides as it happens, then checks it against your files the moment the call ends.
Every answer says which file and page it came from. Click a source and the document opens, so you can read the wording with your own eyes before you rely on it.
Say you are taking notes, exactly as you would today, and then talk normally. CaseWax writes down both sides of a call on Zoom, Teams or Webex by listening to your own microphone and speakers. No bot joins the meeting and no audio is handed to a transcription service, because the whole thing happens on your machine.
Recording rules differ by jurisdiction, and several US states and many other countries require every party to consent. CaseWax only ever records when you start it, and obtaining that consent stays your decision, exactly as with any other recording you make.
Ask in whatever words come naturally. CaseWax understands that “fired” might mean wrongful dismissal in your files, and that “sue” could point to an arbitration clause, so you find the right passage without guessing the exact legal wording.
Every answer is a starting point, not an opinion. Open the cited page and read the wording yourself before you rely on it — the software is built to make that one click, precisely because you should always take it.
CaseWax is a single Windows program with everything already inside it. Nothing else to buy, nothing to subscribe to, and no other service to sign up for.
Cloud legal AI bills you per seat, per month and often per question, so the tool you bought to think with is the one you hesitate to open. Inference here runs on your own hardware: a hundred questions cost exactly what one costs, and nobody is counting.
Add as many folders as you like, including everything inside them. It reads PDFs and Word documents straight from where they already are, without making a second copy.
You do not have to remember the exact phrase used in the contract. Ask the question the way you would ask a colleague and it still finds the right clause.
It knows that everyday words map onto legal ones, across more than thirty areas of practice, so plain questions still reach formal contract wording.
Switch between a fast reply for a simple lookup and a slower, more thorough one when a question needs several documents weighed against each other.
Tell it how much detail you want. A one-line confirmation and a written summary for the file are different jobs, and you choose which one you are asking for.
It sees what your computer can handle when it starts and sets itself accordingly — nothing to configure and no settings to weigh up. A recent office laptop is generally fine; a very old one will be slow, and we check yours on the call rather than let you discover it mid-trial.
Large vendors cannot build a field for one firm. Here you are talking to the engineer, so a setting that suits how your practice actually works, or a feature nobody else needs, is a conversation rather than a roadmap request. Reasonable adjustments come with the licence; anything larger gets quoted first.
Anything CaseWax saves while working is scrambled and tied to your Windows account. Copy those files to another machine and they are unreadable.
Most software companies answer confidentiality questions with policies, certificates and promises. CaseWax answers them differently: your documents never leave the computer in front of you, so there is nothing to promise.
Your IT provider will want this in writing before you install anything. Send them the written confidentiality statement — one page, no marketing, everything a vendor questionnaire normally asks for.
Roman Havryliuk
Wrote CaseWax. Answers your email. Runs your setup call.
I have spent my career writing software for engineering measurement systems — the kind where a wrong number has consequences and where the data, as a rule, is not allowed to leave the building. So when every new AI tool started by asking people to upload their most confidential documents, the answer looked obvious to me: don’t.
CaseWax is one program written by one person, and that has real disadvantages. There is no support desk, no SOC 2 certificate and no account manager. It also has one advantage no platform can match: when you tell me the software should behave differently for the way your practice actually works, I am the person who changes it, and it arrives in days rather than on a roadmap.
If you try it on your own files and it does not earn its place, tell me — and I will tell you the same if I think your matters are not a good fit for it. I would rather have ten firms who use this every day than a hundred trials that quietly expire.
A licence for one Windows computer, for the period you choose. Nothing is metered and nothing renews on its own. We publish the number here rather than asking you to talk to someone to find it out.
Thirty days to change your mind on any paid licence. Tell us it is not earning its place and we refund it in full — no form to fill in, no questions, and no conversation about why.
No card, nothing to cancel.
The whole program on your own case files for a month, with nothing switched off.
One payment. Nothing renews automatically.
A short licence for a single matter or a quarter, when the month was not quite enough.
One payment. Nothing renews automatically.
A full year on one desk, for less than a single billable hour a month.
This is new, and the first firms on it carry the most risk — so they get the most back. Whatever you start paying is the price you keep for as long as you hold a licence, and what you ask for goes to the top of the list of what gets built next.
All we would like in return is to quote you once you are actually using it, and only if you are happy to be quoted.
At list price, CoCounsel Core runs about $225 per seat per month — roughly $2,700 a year — and your documents go to their servers to get an answer. Harvey and Spellbook sit several times higher again, and neither publishes a price at all. A year of CaseWax is $1,490, on one desk, with nothing leaving the building.
Competitor figures are publicly listed prices as at August 2026 and may have changed. Check them yourself — we would rather you did.
Every plan uses the same form below. For a trial we reply within one working day to arrange a short call and set it up on one of your own folders. For a licence we send an invoice and payment details. No card is entered on this website, and nothing is ever charged automatically.
Looking at more than one desk? Say how many of you there are in the form and we will price the whole firm.
If your question is not here, write to us. You will get a straight answer from the person who built it, not a sales pitch.
No. Your documents, your questions and the recordings of your calls all stay on your computer. You can unplug the network cable, or install it on a machine that has never been online, and everything still works exactly the same.
It should not, and that is the whole point of building it this way. Nothing is disclosed to anyone, because no third party ever receives the file. There is no supplier to name in an NDA and no processor to declare to a client. As always, check your own engagement terms, but there is no data transfer here to disclose.
Guidance of that kind — Opinion 512 in the United States, and comparable guidance elsewhere — is largely about what happens when client confidential information is put into a tool that transmits it, stores it or trains on it: what diligence you did on the vendor, whether you must tell the client, and whether you need their informed consent. CaseWax does not transmit, store elsewhere or train on your files, so there is no transfer for those questions to attach to and no vendor sitting between you and your client's file. That is a description of how the software behaves rather than legal advice, and your obligations under your own rules of professional conduct remain yours to assess.
Yes, and it works with any of them because it hears the sound your computer is playing along with your own microphone, so nothing has to join the meeting and no audio goes to a transcription service. Consent, though, stays with you: recording law varies, a number of US states and many other jurisdictions require every party to agree, and professional guidance generally advises telling a client before recording them whatever the statute allows. Tell your client you are taking notes, exactly as you would today, and CaseWax writes them down. It records only while you have it running.
We do not hold SOC 2 or ISO 27001, and we would rather say so than imply otherwise. Those frameworks certify how a supplier protects data entrusted to it, and no data is entrusted to us: there is no server, no account and no transfer. We publish a one-page Confidentiality and Security Statement written for exactly this purpose, and we are happy to complete a questionnaire in writing and mark the inapplicable items as such.
No. There is no charge per question, no monthly allowance and no meter running. Inference happens on your own computer, so asking it a hundred questions in an afternoon costs you nothing extra — which is the practical difference from a cloud tool billed by the seat or the token.
Yes, anywhere your documents are in English. The software reads and answers in English, so it suits practices in the United States, the United Kingdom, Ireland, Canada, Australia, New Zealand and other common-law jurisdictions working in English. It has no idea which country you are in and does not need to: it reads your files and cites them, rather than relying on a database of any one jurisdiction's law.
PDFs, Word documents and plain text files, from as many folders as you want to give it, including everything in the subfolders. It reads them where they are and does not make copies.
Because it shows you. Every statement is labelled with the file and page it came from, and one click opens that document so you can read the wording yourself. If your files do not answer the question, it tells you that instead of inventing something. Ask the same question tomorrow and you get the same answer. You should still read the cited page before you rely on it — every answer is a starting point, not an opinion.
Usually yes, but this is worth being straight about: the AI runs on your own machine rather than in a data centre, so it wants a reasonably modern computer. It checks what your machine can handle when it starts and adjusts itself accordingly, and a recent office laptop is generally fine. On a very old machine it will be slow. We look at your actual hardware together on the setup call, before you spend any time on it — if it is not going to work well, we will say so then rather than let you find out during the trial.
You get a full refund within thirty days of any paid licence, and you do not have to justify it. Tell us it is not earning its place and we return the money — no form, no retention conversation. We would rather lose one invoice than have a firm quietly resenting a tool it paid for.
Usually, yes — and that is the practical advantage of buying from one engineer rather than a platform. A large vendor cannot justify building a field or a report for a single firm; here it is a conversation. Reasonable adjustments to how the software behaves come with your licence, and anything larger is quoted before any work starts. Tell us on the setup call what your matters actually look like.
There is no update mechanism inside the application and it never checks a server for a new version. When a new build exists — including one adjusted for your practice — we send you an installer and you decide whether and when to run it. Your IT provider stays in control of every version change, and nothing is ever pushed onto a machine.
One engineer, working directly with the firms that use it. There is no sales team and no support queue: the person who wrote the software is the person who answers your email and runs your setup call. Supplier details are on the imprint page.
We install it on one machine, point it at a folder of your own real case files, and you ask it something you already know the answer to. That is the fastest honest test of whether it is any use to you. You leave the call with a 30-day licence and no obligation.
A licence for one computer is $490 for three months, or $1,490 for a full year — less than a single billable hour a month. That is the whole cost: no charge per question, no per-seat cloud fee and no automatic renewal. Choose the period in the form at the bottom of the page and we will send an invoice with your licence key.
Through the same form as the free trial. Pick three months or a year, send us your details, and we reply within one working day with an invoice and payment details. We never ask for card numbers on this page, and nothing is charged until you decide to pay.
Yes. We can license several computers, install it quietly across your machines, and set up shared folders so everyone works from the same case files. Mention how many of you there are in the form and we will include a plan with your trial.
Tell us a little about your practice. We reply within one working day to arrange a short call, set it up on one of your own folders, and leave you with a 30-day licence. No card, and no sales team — you are talking to the person who built it.
Straight answers from the person who built it, not from a sales team. If you are looking at more than one desk, we will put together a plan for the whole firm.