AI analyzes every intake form and document, then delivers a structured case brief with fit scoring — so you only talk to prospects worth your time.
See how CaseGate can save you hours on every case evaluation. Book a personalized demo with our team.
Book a DemoAutomate intake analysis. Only consult with prospects who are actually a fit.
Stop booking calls with prospects who aren't a fit. See key facts, red flags, and a fit score instantly — then accept or reject with one click.
AI extracts what matters: parties involved, timeline of events, case details, and red flags — structured and ready to review.
Define what makes a case a good fit for your practice. Every intake gets scored automatically so you know which prospects to prioritize.
Watch how CaseGate transforms your intake process
Client submits intake
AI generates brief
Attorney decides in 2 min
Three simple steps from client submission to your decision
Potential clients upload their documents and complete your intake questionnaire on your branded intake page.
Our AI extracts key facts, identifies parties, builds a timeline, and generates a structured case brief automatically.
Accept and auto-send your calendar link, or reject with a professional email — all in one click. No manual follow-up needed.
Everything you need to know about CaseGate
Our AI parses uploaded documents and intake responses to extract key facts, identify parties involved, build event timelines, and generate a structured case brief. The analysis highlights potential strengths, weaknesses, and red flags so you can make informed decisions quickly.
Absolutely. We use bank-level encryption for all data in transit and at rest. Our infrastructure is SOC2 compliant, and we never share or sell your data. Client information is only accessible to authorized users within your firm.
Yes. CaseGate is fully SOC 2 compliant. We maintain rigorous security controls, undergo regular third-party audits, and follow industry best practices for data protection, access management, and operational security.
Most case analyses complete within 1-2 minutes of submission. Complex cases with multiple documents may take slightly longer, but you'll receive an email notification as soon as your brief is ready.
The current version uses a standardized intake questionnaire optimized for legal case evaluation. Custom questions and branded intake forms are coming soon in a future update.
We support PDF documents, Word files (DOCX), and common image formats (JPG, PNG). Clients can upload multiple files per submission, and our AI will analyze all documents together.
You can cancel anytime from your dashboard settings. There are no long-term contracts or cancellation fees. Your access continues until the end of your current billing period.
Join law firms that are making faster, smarter decisions with AI-powered case triage. See it in action.