Releases: Spring 2026

We are introducing Review for agentic document extraction and analysis, Workflows for organizational knowledge capture, and Mass Document Management for enterprise-scale organization. These releases represent a substantial expansion in how legal professionals and enterprise teams can deploy casepal across high-volume document processing, institutional knowledge sharing, and matter-specific document organization.

Review enables you to analyze hundreds of documents simultaneously through workflow-specific agents running in parallel. Workflows transform individual expertise into reusable templates that scale across your organization. Mass Document Management provides bulk upload capabilities and enhanced workspace organization, enabling teams to deploy institutional knowledge at enterprise scale.

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Review: Agentic Document Extraction and Analysis at Scale

You can now extract data and analyze hundreds of documents simultaneously by leveraging workflow-specific agents that run in parallel. You can read in detail about Review in our release “Introducing Review”.

High-Volume Document Processing

Review is designed for document-intensive workflows where sequential processing creates bottlenecks. Rather than analyzing documents one at a time, Review deploys specialized agents that work concurrently across your entire document set, drastically reducing turnaround time for tasks that traditionally required days or weeks of manual review. 

The system operates through a straightforward three-step process:

1. Upload Documents: Select files from your device, SharePoint, or Workspace repository
2. Apply Workflow: Choose a pre-built workflow or deploy your custom template
3. Extract and Analyze: Review processes all documents in parallel and delivers a structured output

Built for Legal and Enterprise Workflows

Review addresses the most common high-volume document processing tasks across law firms and in-house teams:

KYC Verification: Extract beneficial ownership structures, verify identity documents, flag regulatory red flags, and compile compliance reports across hundreds of counterparties simultaneously. 

Contract Review: Identify non-standard clauses, extract key commercial terms, assess liability provisions, and generate negotiation summaries across entire contract portfolios. 

Due Diligence: Analyze corporate documents, extract material contracts, identify regulatory violations, and produce due diligence reports for M&A transactions, financing rounds, or asset acquisitions. 

Regulatory Compliance Assessments: Map regulatory requirements to internal policies, identify compliance gaps, extract audit trail documentation, and generate remediation roadmaps. 

Risk Analysis: Flag litigation exposure, identify contractual conflicts, assess financial covenants, and produce risk matrices for board reporting or transaction approval.

Litigation Data Gathering: Extract relevant facts from discovery materials, identify key document witnesses, organize chronologies, and prepare exhibit lists for depositions or hearings. 

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Native Integration with Your Knowledge

When you initiate a Review workflow, you can select documents directly from your synced SharePoint repositories or existing Workspace files. This integration ensures that Review operates on your most current versions and maintains the connection to your institutional knowledge base throughout the analysis process.

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Structured Output and Export

Review delivers results in structured formats designed for immediate use. Extracted data is presented in tables, spreadsheets, or custom formats that align with your internal reporting requirements. You can export results directly to Excel or CSV, for integration with matter management systems, client deliverables, or audit documentation. 

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Workflows: Capture and Scale Your Institutional Expertise

Workflows enable you to create, store, and share your most effective prompts and analytical frameworks across your team and organization. You can read in detail about Workflows in our release “Introducing Workflows”.

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Transform Individual Expertise into Institutional Knowledge

The most valuable asset in any law firm or enterprise legal department is the accumulated expertise of your practitioners: their analytical frameworks, drafting protocols, research methodologies, and judgment developed through years of practice. Workflows capture this expertise in reusable templates that colleagues can deploy and easily tailor. 

A senior M&A partner who has refined their due diligence checklist over hundreds of transactions can now codify that framework as a Workflow. A compliance officer who has developed a systematic approach to GDPR assessments can transform that methodology into a template. A litigation partner who has optimized their document review protocols can share that structure across the entire practice group.

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Pre-Built and Custom Workflows

Dozens of pre-built Workflows are already available within casepal, covering the most common legal and enterprise tasks:

Legal Research & Analysis: Statutory interpretation framework, case law synthesis protocol, comparative jurisdiction analysis, legislative history research, regulatory guidance compilation, cross-border legal analysis.

Drafting & Document Generation: Memorandum of advice structure, legal opinion framework, board resolution template, shareholder agreement drafting protocol, privacy policy generator, terms of service builder.

Client Advisory Memos: Risk assessment memo format, transaction feasibility analysis, regulatory impact assessment, litigation risk evaluation, strategic options analysis, commercial negotiation strategy.

Transaction Management: SPA negotiation checklist, financing round protocol, asset acquisition framework, joint venture structuring, licensing agreement review, restructuring analysis.

Litigation Strategy: Case theory development, motion drafting framework, discovery strategy protocol, settlement analysis structure, appeal merit assessment, expert witness evaluation.

Regulatory Advisory: AI Act compliance framework, ESG disclosure protocol, cybersecurity incident response, merger control filing assessment, foreign investment screening, export control analysis.

Internal Operations: Matter intake questionnaire, conflicts check protocol, engagement letter generator, budget estimation framework, legal hold notice template, privilege log preparation. 

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While pre-built Workflows provide immediate value, you retain full flexibility to create custom Workflows tailored to your firm's specific needs, client requirements, or jurisdictional particularities.

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Seamless Sharing Across Your Organization

Both Review Workflows and Workflow templates are designed for seamless sharing across departments, practice groups, and your entire casepal ecosystem. 

When a senior practitioner creates a Workflow, they can share it with specific colleagues, practice groups, or the entire organization. Team members gain immediate access to the template, enabling consistent analytical approaches and quality standards across all matters. 

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Mass Document Management: Enterprise-Scale Organization

casepal now supports bulk document operations across Library and Workspaces, enabling you to organize and deploy institutional knowledge at enterprise scale.

Bulk Library Uploads

Upload entire folder structures to your Library in a single operation, preserving hierarchical organization and maintaining document relationships throughout the upload process.

Folder-Based Organization: Select complete folders from your local system or network drives and upload them to Library while maintaining the original folder structure, eliminating the need to upload files individually or manually recreate organizational hierarchies.

Batch File Handling: Upload up to 500 files simultaneously. The system processes all files in parallel, extracting metadata, generating embeddings for semantic search, and making documents immediately available across your organization's Library search and Workspace deployment workflows.

Professional Applications

Cross-Border M&A Due Diligence

Your client is acquiring a European software company with subsidiaries in Germany, France, and the Netherlands. You need to assess regulatory compliance, analyze material contracts, and identify litigation risks across three jurisdictions.

Mass Document Management: Upload the complete data room (500+ files across multiple jurisdictions) to Library using bulk folder upload, then import the entire structure into a dedicated Workspace with organized folders for each subsidiary and document type.

Review Workflow: Deploy a custom due diligence Workflow across hundreds of corporate documents, extracting material contracts, corporate governance structures, and regulatory filings. Review processes all documents in parallel, flagging non-standard provisions and compliance gaps.

Workflows: Apply your firm's proven cross-border due diligence template, developed over decades of international transactions, ensuring consistent analysis methodology across all three jurisdictions.

Result: Comprehensive due diligence report delivered in hours rather than weeks, combining enterprise-scale document organization with agentic document analysis and your firm's institutional expertise.

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Regulatory Compliance Assessment for Financial Institutions

Your in-house legal team must assess compliance with new anti-money laundering regulations across your organization's global operations, reviewing thousands of customer files and internal policies.

Mass Document Management: Create dedicated Workspace folders for each regional office, bulk import customer files from Library, and organize documentation by jurisdiction and document type for systematic review.

Review Workflow: Apply a pre-built KYC verification Workflow across your customer database, extracting beneficial ownership structures, verifying identity documentation, and flagging high-risk jurisdictions or sanctioned entities.

Workflows: Deploy your compliance team's custom regulatory gap analysis template, ensuring consistent assessment methodology across all regional offices.

Result: Systematic compliance assessment with full audit trail, combining automated document review with standardized analytical frameworks and organized matter documentation.

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Litigation Document Review

Your litigation team is preparing for a complex commercial dispute with over 50,000 documents in the discovery set. You need to identify key documents, extract relevant facts, and organize materials for depositions.

Mass Document Management: Organize the discovery set into Workspace folders by document type, custodian, or time period. Use folder-level selection to route specific document sets to different Review workflows based on analytical requirements.

Review Workflow: Deploy a custom litigation data gathering Workflow that extracts facts relevant to your claims, identifies document witnesses, flags privileged materials, and organizes chronologies. 

Workflows: Apply your firm's proven document review protocol, developed by senior litigation partners over decades of trial experience, ensuring junior associates apply the same analytical framework.

Result: Organized discovery materials with key document identification, full chronology, and witness preparation materials - delivered at unprecedented scale and speed through integrated document organization, agentic analysis, and institutional expertise.

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