Tool profile
Casepoint: cost, fit and limits
Casepoint is an ediscovery and investigations platform made by Casepoint LLC that covers review, legal hold, FOIA and public records, with an AI layer called Casepoint IQ. It can be deployed as SaaS, on premise or hybrid, and it advertises government-grade authorizations, which makes it a common choice for agencies and regulated firms.
What to know first
Casepoint is the vendor on this list that leads with authorizations and deployment choice rather than self-serve pricing. The home page names FedRAMP Moderate and High, ISO 27001 and DoD Impact Levels 5 and 6, and offers SaaS, on-premise and hybrid hosting. Prices are not shown. Its IQ AI layer includes agents, an MCP server and CaseAssist active learning, and its customer logos include the SEC, DoD and VA.
Casepoint at a glance
| Maker | Casepoint LLC, United States |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | Yes |
| Category | Best AI Ediscovery Software in 2026, rank 5 of 10 |
| Website | casepoint.com |
Who Casepoint is best for
Federal and defense counsel
The home page lists FedRAMP Moderate and High plus DoD IL5 and IL6 authorizations, which are prerequisites for some government matters.
Agencies running FOIA
Casepoint FOIA and Public Records are separate products, and the government line includes FOIAXpress and ATIPXpress for handling request workloads.
Internal investigations teams
An AI Investigator agent is described as helping find evidence for or against allegations, which targets workplace and compliance inquiries.
Firms with their own AI models
Casepoint's MCP server connects a firm's own models and AI tools to the platform through the Model Context Protocol, instead of exporting data.
Casepoint plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| SaaS deployment | Quote | Casepoint-hosted ediscovery with review, analytics and the IQ AI layer, per the privacy policy's deployment description. |
| On-premise deployment | Quote | The same ediscovery software installed in the customer's environment, for matters that cannot use shared cloud. |
| Hybrid deployment | Quote | A mix of hosted and local components, described in the privacy policy as an option. |
| Related products | Quote | Casepoint Investigator, Legal Hold, FOIA, Public Records and Filestore are listed as separate products on the home page. |
Checked November 2026.
What Casepoint does
- IQ Assist
- Handles everyday tasks such as AI search, FOIA request writing assistance and document summarization, so reviewers get quick context without building a long search string first.
- IQ Agents
- Agents that take on multistep work, like finding evidence that supports or refutes allegations. The newest, AI Investigator, is aimed at internal inquiries that begin with a complaint.
- CaseAssist
- An active learning tool that prioritizes review and reduces document volume, so documents likely to matter reach a reviewer earlier and lower-value material waits. The home page says customers have trusted it for years.
- Casepoint MCP Server
- Described as bring your own agents: customers connect their models and AI tools to Casepoint through the Model Context Protocol, giving firms a route for their own assistants instead of exporting data.
- Cloud connectors
- The home page lists Connectors and APIs under Platform Foundation, which suggests collectors for pulling data from cloud sources and less manual export work before review, though the page gives no further detail.
How Casepoint handles your data
The home page lists FedRAMP Moderate and High, ISO 27001, and DoD Impact Level 5 and 6 authorizations. The privacy policy names Casepoint LLC in Vienna, Virginia, says it uses encryption at rest and in transit, and says it does not allow third-party vendors to use customer personal data. It does not name hosting locations or cloud providers, and it does not say whether customer data trains AI models.
Where Casepoint falls short in practice
- No public price. The page shows a Pricing heading without any amounts, so a first estimate needs a sales call and a scoping conversation, and cost can differ between SaaS, on-premise and hybrid options.
- Unstated hosting. The privacy policy lists SaaS, on-premise and hybrid options but names no data centers, cloud provider or regions for case data. It mentions third-party providers for hosting without naming them.
- Sales-led onboarding. The product range, including government lines, suggests an implementation project more than a self-serve start, with scoping before first use. The privacy policy lists third-party providers for hosting and identity verification.
Works with
Alternatives to Casepoint
Casepoint: common questions
Which authorizations does Casepoint list?
The home page lists FedRAMP Moderate and High authorizations, ISO 27001 certification and DoD Impact Level 5 and 6 authorizations. It also says Casepoint is one of only six SaaS companies globally that are DoD IL6 authorized. The page shows 16 customer logos, including Duke, the SEC and the VA.
Can Casepoint be installed on premise?
Yes. The privacy policy says Casepoint eDiscovery can be deployed as SaaS, on premise or hybrid, covering cloud collections, processing, analytics, AI, review and production. No price or implementation effort is published for any of the three options, and the page lists Pricing only as a heading.
What is Casepoint IQ?
Casepoint IQ is the umbrella name for its AI features, covering IQ Agents, IQ Assist for search and summaries, and CaseAssist active learning. The page also lists an AI Investigator agent for allegation work, which finds evidence that supports or refutes allegations.
Does Casepoint support the Model Context Protocol?
Yes. The home page describes a Casepoint MCP Server under the line bring your own agents. It lets a customer connect its own models and AI tools to Casepoint through the protocol, so outside assistants can work with case data.
Does Casepoint use customer data to train AI?
The privacy policy states it does not allow third-party vendors to use customer personal data, but it does not say whether customer data trains Casepoint's own models. It says encryption protects data at rest and in transit, and was last updated October 22, 2026.