Trusted by legal teams who demand excellence

From fast-growing startups to Fortune 500 enterprises, see how leading companies use Casebook to transform their contract operations.

Techcorp

Industry

Software & Technology

Company Size

2,500 employees

Legal Team Size

8

The Challenge

TechCorp's legal team was drowning in vendor contracts. With 200+ new agreements per quarter and only 5 attorneys, review cycles stretched to 3-4 weeks. Manual tracking in spreadsheets led to missed renewals and compliance gaps.

The Solution

Implemented Casebook for AI-powered contract review to triage incoming contracts, automated approval workflows for standard vendor agreements, obligation tracking for all renewal dates and deliverables, and a custom clause library with pre-approved TechCorp language.

The Results

Achieved 67% faster reviews, reducing average cycle time from 21 days to 7 days; ensured zero missed renewals with automated reminders catching every upcoming deadline; saved 3.5 hours per contract by eliminating first-pass manual analysis with AI review; and realized $850k in annual savings by identifying and renegotiating unfavorable terms through AI analysis.

Wilson & Associates

Industry

Legal Services

Company Size

45 attorneys across 3 offices

Practice Areas

Corporate, M&A, IP

The Challenge

Wilson & Associates struggled with client collaboration on complex M&A deals. Email chains with "final_v12" documents caused version confusion. Partners spent hours reconciling changes from multiple parties. Clients complained about slow turnaround times.

The Solution

We rolled out Casebook firm-wide to streamline deal work, enabling real-time collaboration during client negotiations, built-in version control to eliminate confusion, matter-based organization for all deal documents, and a secure client portal for sharing files.

The Results

The rollout delivered measurable results: M&A transactions closed 50% faster, version control reached 100% accuracy with zero instances of outdated drafts, client satisfaction increased by 40% based on post-engagement surveys, and the firm gained a competitive edge by winning three new clients who cited technology as a key differentiator.

Healthtech Solutions

Industry

Healthcare Technology

Company Size

800 employees

Legal Team Size

4 + 2 compliance specialists

The Challenge

As a healthcare SaaS provider, HealthTech faced strict compliance requirements (HIPAA, GDPR, SOC 2). Manual compliance checks were time-consuming and error-prone. Their SOC 2 audit revealed gaps in contract compliance documentation.

The Solution

We implemented Casebook’s compliance automation by uploading custom compliance policies to the platform, automatically checking all contracts against HIPAA and GDPR requirements, enforcing mandatory BAA clauses for healthcare clients, and generating audit-ready compliance reports.

The Results

This led to a 100% compliance rate with zero policy violations over the past 12 months, a successful SOC 2 audit with auditors praising the documentation and audit trail, an 80% reduction in compliance check time from two hours per contract to 15 minutes, and meaningful risk reduction by proactively catching 23 non-compliant clauses before signing.

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