From quarter-end Excel deck
to a board-ready live portfolio.
Case Trail is the in-house operating system for India corporate legal teams — contracts, disputes, IPR, employment, and regulatory matters in one workspace, with AI-grounded research and CFO-ready spend visibility.
What in-house legal carries that no specialised tool handles.
Corporate legal owns the most diverse matter mix in the company — contracts to GST notices to employment disputes — and almost always with the lightest tooling.
A different matter type every week
Vendor contracts on Monday. A GST show-cause on Tuesday. An IPR cease-and-desist on Wednesday. An employment grievance on Thursday. Specialised per-domain tools don't help — the team needs one workspace that handles all of it.
Outside counsel scattered across the country
IPR firm in Delhi, GST counsel in Bangalore, labour lawyer in Pune, contract review with two London firms. Each updates differently, in different formats, on different cadences. There is no single picture.
The CFO can't see legal spend
Fee notes pile up in finance. There is no per-matter budget, no roll-up by domain or business unit, no early signal on a runaway matter. Year-end is a reconciliation exercise, not a managed budget.
Research that doesn't stay in the company
Every junior counsel rebuilds the same research from scratch. When someone leaves, their precedent memory leaves with them. The company never accumulates legal knowledge as an asset.
What an in-house team runs day to day on Case Trail.
Designed for legal teams of 3 to 30 inside Indian corporates — diverse matter mix, scattered counsel, CFO scrutiny on spend.
Matter pipeline across domains
Contracts, disputes, IPR, employment, GST, regulatory, M&A — one matter ledger, with domain-specific fields where they matter and a common shape where they don't.
Knowledge base
Firm-wide search across past matters, opinions, and notes. Promote the best research to a permanent company asset that survives turnover.
AI Court Notebook for cross-domain research
Drop the contract, the show-cause notice, the prior orders — ask. Grounded answers, every line cited. Refuses when ungrounded. Works the same on a GST matter as on an IPR dispute.
Spend management
Per-matter budgets, fee-note approval flow, roll-up by domain / business unit / counsel firm. The CFO gets a live legal-spend dashboard, not a year-end reconciliation.
Watchlist for regulator and news exposure
Regulator-feed ingestion, adverse-event monitoring, news exposure on the company and its key counterparties. The general counsel sees what's coming, not what already broke.
Counsel panel ledger
External counsel directory, fee notes, performance and turnaround metrics. Allocate the next matter to the firm that earned the trust, not the firm that emailed last.
Hearings & deadline tracker
Tomorrow's hearings across the panel; statutory deadlines on regulatory and tax matters; outcome capture against the matter record.
Audit-ready exports
Every action logged. Internal audit, statutory audit, and regulator inquiries pull pre-prepared exports — not a fire-drill rebuild from email.
“Ninety days from a quarter-end Excel deck to a board-ready live portfolio. The CFO sees legal spend by domain in real time. The Court Notebook lets a junior counsel produce a senior counsel’s first draft on a GST matter — grounded back to the actual show-cause and orders.”
What it costs.
- Per-tenant pricing scaled to portfolio size, not per-seat penalty for a small in-house team.
- 30-day structured pilot with documented success criteria across at least two matter domains.
- Indian invoicing with GST. NEFT or standing instruction.
- Dedicated success engineer through onboarding and quarterly review against legal-spend KPIs.