CaseTray Review

A fully local document review platform and integrated case database.

CaseTray Review application interface

CaseTray Review combines the ease and convenience of scrolling PDFs with the integrity and functionality of document review platforms. Designed for moderate case volumes, the ability to organize documents, create custom coding options, keyword search, redact, and export has never been easier. Create a database with unstructured records, import structured productions via load file, or open a CaseTray Convert Package to generate a comprehensive matter database, complete with document families and extracted metadata.

Flexible Searching

CaseTray Review flexible search controls

Use keywords, boolean operators, and regular expressions to locate crucial information and save it for reviewing, redacting and producing.

Rapid Redactions

CaseTray Review redaction controls

Use keyword searching, boolean and regular expression to find and redact sensitive or confidential information in both PDFs and Excel spreadsheets. Store your redaction history to access it at a later date and bake your redactions upon export.

AI Assistant

CaseTray Review local AI Assistant controls

Utilize a fully offline AI assistant by connecting the LLM of your choice via Ollama. Summarize documents or deposition transcripts, generate event timelines, expedite review, and even ask questions about the functionality of the software itself. Save the AI results as a report for future reference.

Your entire case at your total convenience.

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