You cannot put a client file into ChatGPT
Whatever you paste leaves your office and sits on a company's servers. For most firms that ends the discussion, and in many engagements it breaches the agreement you signed.
CaseWax answers questions about your case files and writes up your client calls, on your own computer. Nothing is uploaded, and every answer cites the 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 $199 for three months or $699 a year.
CaseWax
Reading your folders…
Lawyers have the most to gain from this technology and the least room to take chances with it.
Whatever you paste leaves your office and sits on a company's servers. For most firms that ends the discussion, and in many engagements it breaches the agreement you signed.
Ordinary assistants invent clauses, dates and case names, and state them with complete confidence. If you cannot see the source, you end up verifying everything yourself anyway.
Thousands of scanned contracts across dozens of folders. Ordinary search finds only the words you type, never the clause your contract words differently.
Two of them are already on your desk. Here is where each stops being useful.
Ordinary search is safe because it barely reads. Cloud assistants read well but need your client’s documents to do it. Only one column avoids both trade-offs.
A trial that was never going to work wastes your afternoon and our reputation.
Install it like any other Windows program, choose your folders, and you are working. No accounts to create and nothing to set up with your IT provider.
Point CaseWax at the folders where your case files already sit. Nothing is copied, moved or sent anywhere, and it reads each file only once.
Type a question in plain English, or tell your client you are taking notes and switch on listening. Both sides are written down as they speak.
Every answer says which file and page it came from. Click the source, the document opens, and you read the wording before relying on it.
Say you are taking notes, exactly as you would today, then talk normally. CaseWax writes down both sides of a call on Zoom, Teams or Webex from your own microphone and speakers — no bot joins, and no audio goes to a transcription service.
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.
One Windows program with everything already inside it. Nothing else to buy, and no other service to sign up for.
Cloud legal AI bills per seat, per month, often per question. Inference here runs on your own hardware, so a hundred questions cost what one costs.
Add as many folders as you like, subfolders included. It reads PDFs and Word files where they already sit, without making a second copy.
Ask the way you would ask a colleague. It knows everyday words map onto legal ones, across more than thirty areas of practice.
Nothing to configure. A recent office laptop is generally fine; a very old one will be slow, and we check yours on the call.
A platform cannot build a field for one firm. Here you are talking to the engineer, and reasonable adjustments come with the licence.
Guidance like ABA Formal Opinion 512 turns on what happens when client information is handed to a third party. Nothing here is — so there is nothing for us to promise.
No SOC 2 — those frameworks certify how a supplier protects data it holds, and we hold none. Send your IT provider the written confidentiality statement instead.
Roman Havryliuk
Wrote CaseWax. Answers your email. Runs your setup call.
I have spent my career writing software for engineering measurement systems — where a wrong number has consequences and the data is not allowed to leave the building. So when every AI tool began by asking people to upload their most confidential documents, the answer looked obvious: don’t.
One program written by one person has real disadvantages: no support desk, no SOC 2, no account manager. It also has one advantage no platform can match — when you tell me it should work differently for your practice, I am the person who changes it. I would rather have ten firms using this daily than a hundred trials that quietly expire.
Nothing renews on its own. We publish the number rather than asking you to talk to someone to find it out.
Thirty days to change your mind on any paid licence. Full refund, no form to fill in and no conversation about why.
No card, nothing to cancel.
The whole program on your own files for a month, nothing switched off.
One payment. Nothing renews automatically.
For a single matter, when the month was not quite enough.
One payment. Nothing renews automatically.
A full year on one desk, for less than a billable hour a month.
The first firms carry the most risk, so they get the most back: the price you start on is the price you keep, and what you ask for goes to the top of the build list. In return we would like to quote you — only if you are happy to be quoted.
CoCounsel Core lists at about $225 per seat per month — roughly $2,700 a year — and your documents go to their servers. Harvey and Spellbook sit higher again and publish no price at all.
Listed prices as at August 2026, and they may have changed. Check them yourself.
Straight answers 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.
That guidance turns on what happens when client information goes into a tool that transmits, stores or trains on it — vendor diligence, telling the client, informed consent. CaseWax does none of those, so there is no transfer for the questions to attach to. That describes the software, not legal advice: your own obligations remain yours to assess.
Usually yes, and worth being straight about: the AI runs on your machine rather than in a data centre, so it wants a reasonably modern computer. A recent office laptop is fine; a very old one will be slow. We check yours on the call and say so then, rather than let you find out mid-trial.
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.
Full refund within thirty days of any paid licence, and you do not have to justify it — no form, no retention conversation. We would rather lose one invoice than have a firm resenting a tool it paid for.
Tell us a little about your practice. We reply within one working day to arrange the call and leave you a 30-day licence. No card, and no sales team.
Looking at more than one desk? Say how many of you there are and we will price the whole firm.