How to Use Casetext: AI-Powered Legal Research Guide

What is Casetext?

Casetext is an innovative legal technology company that specializes in artificial intelligence (AI) solutions designed specifically for the legal industry. Founded in 2013 by a team of attorneys and technologists, Casetext aims to enhance the practice of law by improving efficiency and access to justice. Its flagship product, CoCounsel, is the first professional-grade AI legal assistant, capable of reading, analyzing, and summarizing legal documents at a postgraduate level. CoCounsel streamlines various legal tasks, such as document review, deposition preparation, and contract analysis, significantly reducing the workload for attorneys and paralegals.

Casetext utilizes advanced AI technology, powered by OpenAI's GPT-4, to ensure accurate and reliable outputs while safeguarding against potential misinformation. With its user-friendly interface and robust features, Casetext serves solo practitioners, small firms, and large law firms alike, making it a valuable tool for legal professionals looking to optimize their workflow and improve client service.

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Casetext is an AI-powered legal research and technology platform that helps attorneys find relevant cases faster and automate legal tasks.

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Use Cases of Casetext

Here are some key use cases of Casetext, the AI-powered legal research platform:

1. Legal Research: Casetext's CARA AI search allows lawyers to upload legal documents and find highly relevant cases, statutes and regulations. The AI analyzes the uploaded document to understand the legal issues and retrieves on-point results, saving hours of manual research time.
2. Deposition Preparation: Lawyers can use Casetext to quickly generate comprehensive deposition outlines. By describing the deponent and key issues, the AI identifies relevant topics and drafts pointed questions, streamlining prep work.
3. Contract Review: Casetext's AI can analyze contracts against compliance policies, flagging problematic clauses and suggesting revisions. It can also extract key data points from multiple contracts simultaneously.
4. Document Summarization: The platform can provide concise summaries of lengthy legal documents like judicial opinions or contracts in plain language, allowing for quick review.
5. Automated Legal Writing: Casetext assists in drafting common legal correspondence and memos by generating initial drafts based on user prompts, which can then be refined through an interactive chat interface.

These AI-powered capabilities enable lawyers to work more efficiently across various legal tasks, from research to writing to analysis.

How to Access Casetext

Accessing Casetext is a straightforward process that allows legal professionals to utilize its powerful AI-driven tools. Follow these steps:

1. Visit the Casetext Website: Go to casetext.com using your web browser. This is the official site where you can find all the resources and features offered by Casetext.
2. Create an Account: Click on the "Sign Up" or "Free Trial" button located on the homepage. You will be prompted to enter your email address and create a password. This account will enable you to access all features of Casetext.
3. Choose Your Subscription Plan: After creating your account, you will need to select a subscription plan that suits your needs. Casetext offers various plans tailored for solo practitioners, small firms, and large law firms.
4. Log In: Once you have chosen your plan and completed any necessary payment information, return to the homepage and click "Log In." Enter your email and password to access your account.
5. Explore Features: Once logged in, navigate through the platform to explore features like CoCounsel, legal research tools, and document drafting capabilities. Take advantage of the resources provided, including tutorials and support options if needed.

By following these steps, you can easily access Casetext and enhance your legal practice with cutting-edge AI technology.

How to Use Casetext

1. Sign Up for an Account: Visit Casetext and click on the "Free trial" button. Fill in your details to create an account, granting you access to the platform's features.
2. Explore CoCounsel: Once logged in, navigate to CoCounsel, the AI legal assistant. This tool can help with various tasks such as drafting legal letters, preparing for depositions, and document review.
3. Draft Correspondence: To draft letters or emails, specify the recipient, topic, and tone. CoCounsel will generate a draft, and you can interact with it to edit further until it meets your needs.
4. Conduct Legal Research: Enter your legal question or issue, along with relevant facts like jurisdiction. CoCounsel will retrieve pertinent legal resources and provide answers, complete with explanations and supportive sources.
5. Prepare for Depositions: Describe the deponent and the case issues. CoCounsel will outline relevant topics and draft questions to ensure thorough preparation.
6. Review Documents: Upload documents you wish to analyze. CoCounsel will help identify key information and critical documents, simplifying your review process.

By following these steps, you can leverage Casetext's powerful AI tools to enhance your legal practice efficiently.

How to Create an Account on Casetext

Creating an account on Casetext is a straightforward process. Follow these steps to get started:

1. Visit the Casetext Website: Go to Casetext's homepage. This is where you can find all the information about their services and products.
2. Click on "Start Free Trial": On the homepage, look for the "Start Free Trial" button. This option allows you to explore Casetext's features without any initial cost.
3. Fill Out the Registration Form: You will be directed to a registration form. Enter your work email address, create a password, and provide any other requested information. Make sure your password is strong to protect your account.
4. Agree to Terms and Conditions: Read through the terms and conditions. If you agree, check the box indicating your acceptance. This step is crucial as it binds you to the service agreement.
5. Submit Your Information: Click the "Create Account" or similar button to submit your information. You may receive a confirmation email; follow the instructions in the email to verify your account.
6. Log In: Once your account is confirmed, return to the Casetext homepage, click "Log In," and enter your credentials to access your new account.

By following these steps, you will successfully create an account on Casetext and begin utilizing its AI-powered legal research tools.

Tips for Using Casetext

Casetext is a powerful tool for legal research and document preparation, but maximizing its potential requires some strategic approaches. Here are a few tips to help you navigate the platform efficiently:

1. Utilize the AI Features: Take advantage of CoCounsel, the AI legal assistant, to streamline your research and drafting processes. It can help generate questions for depositions or summarize complex documents, saving you time and enhancing your efficiency.
2. Leverage Natural Language Search: Instead of relying solely on keywords, use natural language queries when searching for cases or statutes. This can yield more relevant results and help you find information faster.
3. Organize Your Research: Make use of research folders to categorize your findings. This will simplify your workflow and allow for easier access to important documents and notes.
4. Stay Updated: Regularly check for updates on Casetext's features and integrations. This ensures you are aware of new tools that can enhance your practice, such as improved citation checks with SmartCite.

By incorporating these tips into your routine, you can enhance your productivity and make the most of Casetext's capabilities.