CaseMark
CaseMark is an AI-driven workflow platform for the legal industry, enhancing efficiency by automating tasks like case summaries and contract reviews while prioritizing data privacy and security.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based service with potential data sharing.
- User-generated content may be used for training.
- No clear data privacy policy.
Recommendations
4- Require SOC 2 Type II report and DPA before any legal use
- Engage outside counsel to review privilege implications of AI processing
- Confirm data is not used for model training and obtain contractual guarantee
- Assess data residency for matters with international jurisdictional requirements
Data handling
- Storage
- Cloud-based; legal documents processed on CaseMark servers
- Retention
- Unknown — critical for legal confidentiality
- Training on inputs
- Must be explicitly prohibited in contract
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