Dashboard

Eliminate manual follow-ups

Automate the entire discovery collection process

Replace endless follow-up emails with intelligent automation that manages the entire client back-and-forth, validates completeness, and delivers organized packages ready for opposing counsel.

Upload and automate

Upload any Request for Production directly to CaseDelta's platform and our AI manages all client communications while keeping you in control with full visibility and approval options.

Upload and automate

Upload any Request for Production directly to CaseDelta's platform and our AI manages all client communications while keeping you in control with full visibility and approval options.

Upload and automate

Upload any Request for Production directly to CaseDelta's platform and our AI manages all client communications while keeping you in control with full visibility and approval options.

Upload and automate

Upload any Request for Production directly to CaseDelta's platform and our AI manages all client communications while keeping you in control with full visibility and approval options.

Track at a glance

See instantly which documents are received, validated, and outstanding across all your cases. Spot bottlenecks before they become problems.

Track at a glance

See instantly which documents are received, validated, and outstanding across all your cases. Spot bottlenecks before they become problems.

Track at a glance

See instantly which documents are received, validated, and outstanding across all your cases. Spot bottlenecks before they become problems.

Track at a glance

See instantly which documents are received, validated, and outstanding across all your cases. Spot bottlenecks before they become problems.

Export organized packages

One-click sync to Drive or Dropbox with documents organized to match RFP numbering. Ready to send to opposing counsel or save for your records.

Export organized packages

One-click sync to Drive or Dropbox with documents organized to match RFP numbering. Ready to send to opposing counsel or save for your records.

Export organized packages

One-click sync to Drive or Dropbox with documents organized to match RFP numbering. Ready to send to opposing counsel or save for your records.

Export organized packages

One-click sync to Drive or Dropbox with documents organized to match RFP numbering. Ready to send to opposing counsel or save for your records.

Security First

Your clients' documents, protected at every step

Industry-leading security practices ensure confidentiality - from automatic PII protection to approval-gated AI to configurable document purging.

Industry-Standard Protection

PII automatically redacted or tokenized before any processing, using the same methods trusted by financial institutions.

Industry-Standard Protection

PII automatically redacted or tokenized before any processing, using the same methods trusted by financial institutions.

Industry-Standard Protection

PII automatically redacted or tokenized before any processing, using the same methods trusted by financial institutions.

Industry-Standard Protection

PII automatically redacted or tokenized before any processing, using the same methods trusted by financial institutions.

AI You Can Trust

Configure approval gates for any AI action: review suggested emails before sending, validate categorizations before filing.

AI You Can Trust

Configure approval gates for any AI action: review suggested emails before sending, validate categorizations before filing.

AI You Can Trust

Configure approval gates for any AI action: review suggested emails before sending, validate categorizations before filing.

AI You Can Trust

Configure approval gates for any AI action: review suggested emails before sending, validate categorizations before filing.

Data Minimization

Documents exist only as long as needed, with automatic purging based on your retention policy.

Data Minimization

Documents exist only as long as needed, with automatic purging based on your retention policy.

Data Minimization

Documents exist only as long as needed, with automatic purging based on your retention policy.

Data Minimization

Documents exist only as long as needed, with automatic purging based on your retention policy.

Continuous Security Evolution

Infrastructure designed for complete local processing, constantly improving to exceed legal industry security requirements.

Continuous Security Evolution

Infrastructure designed for complete local processing, constantly improving to exceed legal industry security requirements.

Continuous Security Evolution

Infrastructure designed for complete local processing, constantly improving to exceed legal industry security requirements.

Continuous Security Evolution

Infrastructure designed for complete local processing, constantly improving to exceed legal industry security requirements.

How it works

From document request to delivered package

1. Upload Request for Production

Upload your RFP directly to CaseDelta or forward it via email. Our AI instantly extracts all document requirements and creates your case in seconds.

2. Client Gets Branded Portal

3. AI Validates & Follows Up

4. Export Organized Package

1. Upload Request for Production

Upload your RFP directly to CaseDelta or forward it via email. Our AI instantly extracts all document requirements and creates your case in seconds.

2. Client Gets Branded Portal

3. AI Validates & Follows Up

4. Export Organized Package

1. Upload Request for Production

Upload your RFP directly to CaseDelta or forward it via email. Our AI instantly extracts all document requirements and creates your case in seconds.

2. Client Gets Branded Portal

3. AI Validates & Follows Up

4. Export Organized Package

Book a demo

Watch your firm save hours per client - live.

Upload a real Request for Production during our demo and watch it transform into an automated collection process in minutes.

FAQ

Common questions from firms

Is my client data safe with AI processing?

Can I control what the AI does before it contacts my clients?

What types of documents can CaseDelta process?

What's included in the $1,199/month price?

How do documents get from CaseDelta to my Drive/Dropbox?

Is my client data safe with AI processing?

Can I control what the AI does before it contacts my clients?

What types of documents can CaseDelta process?

What's included in the $1,199/month price?

How do documents get from CaseDelta to my Drive/Dropbox?

Is my client data safe with AI processing?

Can I control what the AI does before it contacts my clients?

What types of documents can CaseDelta process?

What's included in the $1,199/month price?

How do documents get from CaseDelta to my Drive/Dropbox?