Question 1

What is Case Insight360?

Accepted Answer

Case Insight360 is a case file analysis tool for litigation teams. It reads every document in a matter, answers questions with the source passage beside the answer, and prepares chronologies, case intelligence, records requests, mediation packs and deposition and trial outlines from the record.

Question 2

What types of documents can I upload?

Accepted Answer

PDFs, Word documents (.docx), Excel spreadsheets (.xlsx, .xls), text files and images (PNG, JPG, TIFF). Scanned documents and images need OCR, which is included on Pro and Pro Unlimited.

Question 3

Does it really read every page?

Accepted Answer

Yes. Every page of every document is read, and the case header shows the count, for example “Read 412 of 412 pages · 38 of 38 documents.” If any pages couldn’t be read, the meter turns amber and lists them.

Question 4

What is the difference between Record and Analysis answers?

Accepted Answer

Record mode gives a literal, cited answer from the documents, for facts, dates and who said what. Analysis mode reasons about the file, for example the weaknesses in a liability case. Every premise is cited and the conclusion is labeled as analysis.

Question 5

What is in the mediation prep pack?

Accepted Answer

Strengths and weaknesses for each side, the opponent’s best arguments with the record facts that answer them, open issues that could move the case, and a mediation statement outline. It also includes a damages ledger: billed amounts by provider and date of service, with treatment that has no bill and bills that have no matching record flagged. Every point is cited. You can download the pack as PDF or Word.

Question 6

How do records requests work?

Accepted Answer

When a document refers to a record that isn’t in the file, or the treatment notes show a gap, it appears as an issue on the case. “Request it” drafts a records request letter (with a HIPAA authorization cover note for medical records) or request-for-production language for an opposing party, as an editable Word file. Facts come only from the file; firm details come from your firm profile. Anything the file doesn’t confirm is left as a [placeholder]. The request becomes a task with a follow-up date, and when the record is uploaded, the issue is proposed for closing. You confirm it.

Question 7

What does trial prep include?

Accepted Answer

A witness list built from everyone who speaks in the file, each witness’s statements across every document, and their prior statements that can’t both be true. It also drafts cross or direct examination outlines, an element-of-proof matrix for each claim, and a draft exhibit list with dates, page counts and optional Bates ranges. Outlines, the matrix and the exhibit list download as Word files.

Question 8

Will it value my case or predict a verdict?

Accepted Answer

No. Mediation and trial work products set out what the record shows. They don’t give settlement values, verdict ranges or odds of success. Those judgments stay with you.

Question 9

Which practice areas does it support?

Accepted Answer

It is built and tested on personal injury, medical malpractice and employment case files. The element-of-proof matrix covers negligence, medical negligence, premises liability, employment discrimination and retaliation. You can edit the claims and elements for each case.

Question 10

Does Case Insight360 track deadlines and send reminders?

Accepted Answer

Yes, on every plan including Free. Key dates such as statutes of limitations, filing deadlines and hearing dates are pulled from the documents and shown on your dashboard. Email reminders go out 7 days, 3 days and 1 day before each deadline, and on the day it is due.

Question 11

How do I export my work?

Accepted Answer

On Pro and Pro Unlimited, Case Intelligence, Chronology, Deposition Prep and the mediation pack export as PDF. The mediation pack, witness outlines, element-of-proof matrix and exhibit list download as editable Word files. Records request letters download as Word on every plan.

Question 12

How accurate is the AI?

Accepted Answer

No AI is perfect, so Case Insight360 is built to be checked. Citations are checked against your case file: anything the AI cites that it wasn’t given is dropped, and quotes in reports are matched word for word against your documents. It is built to say so when your file doesn’t answer a question. Always review the cited source before relying on an answer.

Question 13

Does it cite sources?

Accepted Answer

Yes. Answers include numbered references to the passages they rely on. Each reference opens the passage beside the answer, with the document and page.

Question 14

Does it use information from outside my case?

Accepted Answer

No. Answers and analyses use only the documents in that case. Nothing comes from other cases, other customers or the internet.

Question 15

Is my data secure?

Accepted Answer

Documents are encrypted in transit and at rest, and case text, extracted facts and AI output are also encrypted in the database. Each case is isolated, access is limited to your firm, and two-factor authentication is available on every account.

Question 16

Do you use my data to train AI models?

Accepted Answer

No. Your documents, questions and results are never used to train or improve AI models, ours or anyone else’s.

Question 17

Does using AI on a case file put privilege at risk?

Accepted Answer

Courts have started asking. In United States v. Heppner (S.D.N.Y. 2026), a defendant’s own chats with a consumer AI app weren’t protected: he used the tool without a lawyer’s direction, and its terms let the provider train on and disclose what he typed. Case Insight360 is set up differently. Attorneys and their teams use it on their own matters, AI processing runs on Microsoft Azure OpenAI under enterprise terms rather than consumer AI services, nothing is used for training, and case data is encrypted and isolated per case. Section 6 of our Terms of Use sets this out. Whether privilege applies is always for you and the court to decide, and this isn’t legal advice.

Question 18

Which AI provider processes my documents?

Accepted Answer

AI processing runs on Microsoft Azure OpenAI under Microsoft’s enterprise data terms. Case files are never sent to consumer AI services. Social Security numbers and payment card numbers are redacted from AI prompts before they are sent.

Question 19

Where is my data stored and processed?

Accepted Answer

Documents and case data are stored on U.S.-based infrastructure. Some AI models currently run on Azure global deployments, which may process a request outside the U.S. We are moving every model to Azure’s U.S. data zone. If your matter requires U.S.-only processing today, contact us before uploading.

Question 20

How does case isolation work?

Accepted Answer

Every question and analysis is limited to one case. Questions asked in one case never draw on documents from another, which keeps answers tied to the right matter.

Question 21

Can I use it for cases with medical records?

Accepted Answer

Yes, you can work on matters that include medical records. Documents and AI output are encrypted at rest, access is controlled per firm and per case, and each case is isolated. We do not yet sign a Business Associate Agreement (BAA). If your matter requires one, contact us before uploading.

Question 22

Do you sign a Business Associate Agreement (BAA)?

Accepted Answer

Not yet. BAA support is in progress. Contact us to discuss your requirements.

Question 23

How long is data retained?

Accepted Answer

Data remains in your account until you delete it. Deleted documents are permanently removed.

Question 24

Can my colleagues use the same account?

Accepted Answer

Each person needs their own login, but your colleagues can work in the same firm workspace. A firm admin invites them by email, and members share the firm’s plan and its limits. Free includes 1 user, Pro 3 and Pro Unlimited 5, with no per-seat charge for those. Pro Unlimited firms can add more users at $79 per user per month.

Question 25

What counts as an analysis?

Accepted Answer

Building a Chronology, Case Intelligence, Deposition Prep, a mediation pack, an element-of-proof matrix, a witness inconsistency check or outline, or a records request draft each counts as one analysis. Drafting a witness outline also runs the inconsistency check first if that witness hasn’t been checked yet, which counts as a second analysis. Free includes 3 a month, Pro 30, and Pro Unlimited has no limit. Questions in Ask count separately against your monthly Q&A limit.

Question 26

What counts as a page, a document or a question?

Accepted Answer

A page is one page of a PDF or Word document; OCR pages count the same as text pages. Any uploaded file is one document, regardless of length. Each question you submit, including follow-ups, is one Q&A.

Question 27

What happens if I hit my limits?

Accepted Answer

You can upgrade at any time. Otherwise your monthly Q&A and analysis limits reset at the start of your next billing cycle. Unused amounts don’t roll over.

Question 28

Can I archive cases to stay under limits?

Accepted Answer

Yes. Case, document and page limits apply to active cases only. Archiving a case removes it from those counts and keeps it available for later.

Question 29

Can I upgrade or downgrade at any time?

Accepted Answer

Yes. Changing between Pro and Pro Unlimited takes effect immediately. When you move up, the difference for the rest of the billing period is charged right away. When you move down, the unused time is credited to your next invoice, and any additional users bought on Pro Unlimited are removed. If you cancel, you keep your plan until the end of the billing period, then move to Free.

Question 30

Do you offer annual billing?

Accepted Answer

Plans are billed monthly. If your firm needs annual invoicing, contact sales@caseinsight360.com.

Question 31

Do you offer refunds?

Accepted Answer

We do not offer refunds for partial billing periods, but you can cancel at any time.

Question 32

What happens if my payment fails?

Accepted Answer

You’ll receive email notifications and a grace period to update your payment method before service is interrupted.

Question 33

How do I create my first case?

Accepted Answer

Click New Case, give it a name, and add your documents by dragging them in or choosing them from your device. Processing starts right away, and the upload tray shows each file’s progress.

Question 34

How long does processing take?

Accepted Answer

It depends on the length of the documents and whether they need OCR. Short documents are usually ready within minutes, while long or scanned records take longer. You can keep working while they process.

Question 35

Do you offer onboarding or demos?

Accepted Answer

Yes. You can open the read-only sample case from the home page at any time, or contact us to schedule a walkthrough for your team.

Question 36

How do I contact support?

Accepted Answer

Email support@caseinsight360.com. Most inquiries receive a response within one business day, and Pro and Pro Unlimited requests are answered first.

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