A New Way to Work With the Matter Record
CaseBot™ delivers agentic AI case intelligence that helps legal teams explore evidence, investigate complex questions, and perform substantive case work. In high-stakes legal and investigative matters, understanding the record is only the beginning. Teams need to develop facts, test theories, connect evidence, and turn what they find into usable case work.
CaseBot gives legal teams a new way to work with the matter record. With agentic investigation, CaseBot can work through questions in multiple steps identifying relevant evidence, pursuing additional lines of inquiry, evaluating what it finds, and synthesizing the results into an evidence-backed response.
Key Features
Agentic Intelligence Across Every Workflow
CaseBot uses an agentic process to help legal teams explore the matter record, develop facts, and prepare their cases. Whether a user asks a plain-language question or launches a Specialized Skill Agent, CaseBot can identify relevant evidence, pursue additional lines of inquiry, evaluate what it finds, and synthesize an evidence-backed response.
Two Methods to Direct Work
Natural-Language Exploration
Ask questions in plain language and let CaseBot investigate facts, events, people, claims, and relationships across the record. Examine supporting evidence and continue with follow-up questions as your understanding develops.
Eight Specialized Skill Agents
Launch purpose-built workflows that apply CaseBot’s agentic process to recurring legal tasks:
- Fact Narrative
- Chronology
- Entity Map
- Hot Document Finder
- Deposition Kit
- Claim Analysis
- Request Analysis
- Record Check
Every Finding Traced Back to One Source
Both are grounded in the same searchable, persistent matter index and connect findings to supporting source material for validation and follow-up.
Core Capabilities
Natural-Language Q&A
Ask focused questions in plain language and receive contextual responses grounded in matter data. Follow-up questions let users explore themes, clarify findings, and pursue new lines of inquiry as their understanding develops.
Which custodians discussed Project Falcon in March 2024?
Follow-upWhat happened before the contract was terminated?
Follow-upWhat evidence supports or contradicts this witness’s account?
AGENTIC INVESTIGATION
For complex questions, CaseBot can work through multiple steps of analysis identifying relevant evidence, pursuing additional lines of inquiry, evaluating information across documents, and synthesizing its findings into an evidence-backed response.
- Identify relevant evidence
- Pursue new lines of inquiry
- Evaluate across documents
- Evidence-backed response
SPECIALIZED SKILL AGENTS
Eight purpose-built Skill Agents apply defined analytical workflows to recurring legal tasks, helping teams perform substantive work without designing each process from scratch.
Fact Development
- Fact Narrative
- Chronology
- Entity Map
- Hot Document Finder
Case Preparation
- Deposition Kit
- Claim Analysis
- Request Analysis
- Record Check
Workflow-Ready Use Cases
1. Early Matter Assessment and Triage
Identify key custodians, topics, and time periods to focus discovery, prioritize review, and guide investigation strategy.
2. Fact and Context Verification
Cross-check dates, participants, communications, and assertions across the record to support factual development and identify evidence requiring further examination.
3. Case Preparation and Work Product
Develop source-supported narratives, chronologies, and analyses to support internal memoranda, deposition preparation, discovery planning, and case strategy.
“The Skill Agents are built around work attorneys already do in nearly every matter. A deposition kit or a record check has always started with long hours in the documents before the analysis could begin. Now a team can launch that workflow, see what the record supports, what it contradicts and what is missing, and spend its time on judgment rather than assembly.”
Esther Birnbaum
EVP of Data Intelligence, HaystackID
View Esther's profile on LinkedInHow CaseBot Works
From the Matter Record to Evidence-Backed Analysis
CaseBot combines evidence retrieval with AI analysis to support natural-language exploration, agentic investigation, and Specialized Skill Agents. Its responses draw on the indexed matter record, giving legal teams a path from a question or task to supporting evidence.
- 1
INDEX FOUNDATION
A Searchable Matter Index
CaseBot creates a searchable index of the document population selected for the project, which can include all documents, relevant documents, or another targeted subset.
- 2
EVIDENCE DISCOVERY
Retrieve Relevant Evidence
When a user asks a question or launches a workflow, CaseBot searches the indexed record for relevant information from documents, communications, and other included material.
- 3
INVESTIGATIVE REASONING
Analyze and Investigate
CaseBot may answer directly or work through additional investigative steps, including comparing evidence, evaluating supporting and contrary information, and synthesizing findings.
- 4
EVIDENTIARY TRACE
Connect Findings to Sources
CaseBot connects output to supporting documents and passages so users can examine the evidence, review context, and validate findings.
- 5
LIFECYCLE GOVERNANCE
Persistent by Design
The CaseBot index persists for the life of the project and is deleted when the project closes, when the matter closes in Relativity, or upon request, whichever occurs first.
“Legal teams do not need another tool that answers a question and stops. They need help with the work that follows: building the narrative, preparing the witness and checking the record. CaseBot moves that work closer to the evidence and keeps every finding tied to a source an attorney can examine.”
Chad Pinson
CEO, HaystackID
View Chad's profile on LinkedInSpecialized Skill Agents
The Skill Agents fall into two categories: Fact Development, which helps attorneys understand the record, and Case Preparation, which turns that understanding into usable litigation work product.
FACT DEVELOPMENT: UNDERSTAND THE RECORD
Fact Narrative
Builds a detailed, evidence-backed account of what happened across targeted matter documents.
Chronology
Reconstructs key events and organizes them into a source-supported timeline.
Entity Map
Identifies important people, organizations, relationships, and interactions across the record.
Hot Document Finder
Surfaces documents with potentially significant factual, strategic, or evidentiary value.
CASE PREPARATION: ACT ON THE RECORD
Deposition Kit
Develops witness-focused preparation materials grounded in the documentary record.
Claim Analysis
Evaluates claims, allegations, or case theories against supporting and contrary evidence.
Request Analysis
Breaks discovery requests into component issues and analyzes the record against each request.
Record Check
Tests testimony, statements, or assertions against the documentary record and identifies supporting, contradictory, or missing evidence.
“Clients are building AI requirements into their 2027 provider evaluations, and the questions have moved from speed to defensibility. They want to know whether findings trace back to the source, whether contrary evidence surfaces and whether their data stays protected. CaseBot gives clients a clear answer on all three, within a single relationship that already spans advisory, cybersecurity, managed review and AI-enabled analysis.”
Nate Latessa
CRO, HaystackID
View Nate's profile on LinkedInData Privacy and Security
CaseBot is built with privacy, security, and control at the core. Your data remains yours, protected by enterprise-grade safeguards and governed by policies designed for legal, regulatory, and corporate requirements.
No Training on Client Data
Documents, prompts, and responses are never used to train, fine-tune, or otherwise modify any language model. HaystackID does not modify or manage the models it uses.
No Third-Party Sharing
Client data is not sent to third parties. CaseBot operates within a secure Azure environment, with client processing and storage segregated by container.
No Content Moderation
The environment is exempt from automated content filtering and moderation, allowing privileged, confidential, and sensitive legal material to be analyzed without interference.
Encryption and Isolation
CaseBot data is encrypted and maintained within a segregated environment designed to prevent cross-client data exposure.
CaseBot Index Retention
The index is retained for the life of the CaseBot project and is deleted when the project closes, when the matter closes in Relativity, or upon request, whichever occurs first.
Evidence and Human Oversight
CaseBot connects findings to supporting source material so legal teams can examine the evidence and validate the analysis. Legal professionals remain responsible for verifying findings, conducting appropriate follow-up review, and applying professional judgment. CaseBot should not be relied upon to confirm the absence of information or to provide final legal advice.
About HaystackID
HaystackID solves complex data challenges related to legal, compliance, regulatory, and cyber requirements. Core offerings include Global Advisory, Cybersecurity, Core Intelligence AI™, and ReviewRight® Global Managed Review, supported by its unified CoreFlex™ service interface and eDiscovery AI® technology. Recognized globally by industry leaders, including Chambers, Gartner, IDC, and Legaltech News, HaystackID helps corporations and legal practices manage data gravity, where information demands action, and workflow gravity, where critical requirements demand coordinated expertise, delivering innovative solutions with a continual focus on security, privacy, and integrity. Learn more at HaystackID.com.