Answers about CaseDelta.
What it is, what it works with, what it costs, and how it protects client data.
What CaseDelta is
What is CaseDelta?
CaseDelta is an AI paralegal for law firms. Its assistant, Delta, works inside the systems your firm already uses, such as case management, intake, email and documents, and does the case work across all of them.
Who is CaseDelta built for?
Plaintiff law firms: personal injury, medical malpractice, mass torts, employment and commercial litigation.
Is Delta the same as CaseDelta?
CaseDelta is the platform. Delta is the AI paralegal that works inside it.
What case work can Delta do?
Delta pulls reports across the whole firm, updates cases, builds spreadsheets and drafts documents. It reads case documents and medical records and cites the page each answer came from.
Does Delta replace paralegals?
It can, or it can make the team you have carry more. Some firms run the same caseload with fewer people; others take on more cases without hiring. You decide.
What Delta does for your firmIs Delta a virtual assistant or staffing service?
No. There is no person on the other end and no hourly billing. Delta is software that works inside your firm's own systems, for a flat firm fee from $999 a month.
What Delta does for your firmWho at the firm uses Delta?
Partners and executives get reports Delta runs on its own, emailed or texted on their schedule. Staff ask Delta for case work in plain English and teach it the tasks they repeat.
What Delta does for your firmHow do reports reach partners?
By email or text, on the schedule you set. Nobody has to log in to read them.
What Delta does for your firmWhat if our systems are not the usual ones?
Delta works inside whatever systems your firm signs into, including ones with no integration.
What Delta does for your firmCan Delta draft demand letters and medical chronologies?
Yes, in your firm's own format. Drop in a chronology or demand your firm already uses, and tell Delta to match it. It builds from the facts in your own systems, and every fact cites the page it came from.
Integrations
Does CaseDelta work with Filevine?
Yes. You sign in once on Filevine's own sign-in page. Delta reads and updates your Filevine projects, phases, custom fields and notes.
Delta in FilevineDoes CaseDelta work with Litify?
Yes. You sign in once with your Salesforce sign-in. Delta reads and updates your Litify matters, intakes, injuries and negotiations through your Salesforce sign-in.
Delta in LitifyDoes CaseDelta work with Neos?
Yes. You sign in once on Neos's own sign-in page. Delta reads and updates your Neos cases, parties, insurance, value items and checklists.
Delta in NeosDoes CaseDelta work with SmartAdvocate?
Yes. You sign in once on SmartAdvocate's own sign-in page. Delta reads and updates your SmartAdvocate cases, plaintiffs, insurance, medical providers and negotiations.
Delta in SmartAdvocateDoes CaseDelta work with CASEpeer?
Yes. You sign in once on CASEpeer's own sign-in page. Delta reads and updates your CASEpeer cases, treatment, medical bills and settlement details.
Delta in CASEpeerDoes CaseDelta work with MyCase?
Yes. You sign in once on MyCase's own sign-in page. Delta reads and updates your MyCase cases, contacts, tasks and events.
Delta in MyCaseDoes CaseDelta work with Clio?
Yes. You sign in once on Clio's own sign-in page. Delta reads and updates your Clio matters, contacts, activities and tasks, and files email to the right matter.
Delta in ClioDoes CaseDelta work with CloudLex?
Yes. You sign in once on CloudLex's own sign-in page. Delta reads and updates your CloudLex matters, medical bills, insurance, liens and negotiations.
Delta in CloudLexDoes CaseDelta work with Smokeball?
Yes. You sign in once on Smokeball's own sign-in page. Delta reads and updates your Smokeball matters, contacts, tasks and calendar through the Smokeball web app.
Delta in SmokeballDoes CaseDelta work with PracticePanther?
Yes. You sign in once on PracticePanther's own sign-in page. Delta reads and updates your PracticePanther matters, contacts, custom fields, tasks and notes.
Delta in PracticePantherDoes CaseDelta work with Lead Docket?
Yes. You sign in once on Lead Docket's own sign-in page. Delta reads and updates your Lead Docket leads, intake status and notes.
Delta in Lead DocketDoes CaseDelta work with Law Ruler?
Yes. You sign in once on Law Ruler's own sign-in page. Delta reads and updates your Law Ruler leads, intake forms and statuses.
Delta in Law RulerDoes CaseDelta work with Salesforce?
Yes. You sign in once with your Salesforce sign-in. Delta queries and updates any Salesforce object your firm uses, standard or custom.
Delta in SalesforceDoes CaseDelta work with Outlook?
Yes. You sign in once with your Microsoft sign-in. Delta reads your Outlook mail and attachments, drafts replies, and files threads to the right case.
Delta in OutlookDoes CaseDelta work with Gmail?
Yes. You sign in once with your Google sign-in. Delta reads your Gmail threads and attachments, drafts replies, and files email to the right matter.
Delta in GmailDoes CaseDelta work with Google Drive?
Yes. You sign in once with your Google sign-in. Delta reads and saves case files and folders.
Does CaseDelta work with Dropbox?
Yes. You sign in once on Dropbox's own sign-in page. Delta reads and saves case files and folders.
Does CaseDelta work with Needles or TrialWorks?
Not by signing in. Needles and TrialWorks are desktop software, installed on your server or reached through remote desktop, so there is no web sign-in for Delta to use. Delta reads the reports you export from them. Neos, their cloud successor from the same company, connects like any other system.
Delta in NeosWhat if my system is not listed?
Delta can connect to any system your team signs into. You sign in once, and Delta checks it can see your cases before the connection is done.
Every system Delta works inPricing
How much does CaseDelta cost?
CaseDelta is priced per firm by account count, not per seat: $999 a month for up to 5 accounts, $1,999 for up to 10, $3,999 for up to 20, and $7,999 for up to 40, with a custom plan above 40. There are no add-ons, no per-case or per-demand metering, and no setup fees. Plans are month to month with no lock-in period. The price is published, so a firm knows its cost before the demo.
See full pricingIs CaseDelta priced per seat?
No. CaseDelta is priced per firm by account band. There is no per-seat multiplier, and the price does not move as a firm adds people inside its band.
See full pricingWhat counts as an account?
Every login is one account, whether it belongs to an attorney, a paralegal or other staff.
See full pricingIs there a setup fee?
No. There are no setup fees and no add-ons.
See full pricingDoes CaseDelta charge per case or per document?
No. The price is flat for the firm. There is no per-case, per-demand or per-document charge.
See full pricingSecurity
Do we have to move our files into CaseDelta?
No. Delta works where your files already live: your case system, your email and your drive. Your case system stays the system of record.
How we protect client dataWhat does CaseDelta keep?
Only what a task needs. When Delta reads a document, it keeps a copy so it can cite the page later. It never syncs or copies a whole system.
How we protect client dataDoes Delta send our records to an AI model?
Yes. Delta is AI. To do a task, the AI models that run it read the text that task needs, and nothing else. Those models never train on your data.
How we protect client dataCan we use Delta with medical records?
Yes. Delta is built for medical records, financial information and PII. Every control on this page is in place for every firm.
How we protect client dataDoes CaseDelta train AI on my client data?
No. Your data is never used to train, fine-tune, or improve any AI models, ensuring complete user privacy.
How we protect client dataCan Delta see more than our staff can?
No. Delta acts with the permissions of the person who connected it, so it can only reach what that person can already reach.
How we protect client dataCan another firm see our data?
No. Each firm's data is isolated, and every request Delta makes is scoped to one firm.
How we protect client dataCan we delete everything?
Yes. Export your data at any time. When you ask for deletion, we delete your files, every copy, your connections and your saved sign-ins.
How we protect client dataDoes CaseDelta meet ABA Rule 1.6?
CaseDelta is built to support ABA Model Rule 1.6, which asks for reasonable efforts to protect client confidentiality.
How we protect client dataGetting started
How long does it take to connect a system?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.
Do we have to move our files into CaseDelta?
No. Delta works where your files already live: your case system, your email and your drive. Your case system stays the system of record.
What does our team do?
Ask Delta in plain English, review what it drafts, and approve anything before it goes out.
Can Delta run on a schedule?
Yes. You can set Delta to run a task on a schedule, such as a briefing on your cases every morning.