AI Tool

CaseWax Review

CaseWax is an AI tool designed for lawyers that answers questions about case files and writes client call summaries, operating entirely offline on the user's computer.

shipped Aug 20, 2026paid

Why it matters

1Operates entirely offline on Windows 10 and 11, ensuring no data upload.

2Provides cited answers from specific files and page numbers.

3Offers unlimited questions, transcripts, and documents with a single license.

4Available via a 3-month license for $490 or a 1-year license for $1,490.

About CaseWax

Business Model

Subscription SaaS

Team Size

Funding

Bootstrapped

Platforms

Windows 10, Windows 11

Target Audience

Lawyers and legal practitioners

Pricing Plans

Free Trial

$0 / 30 days

• 30-day free trial
• No credit card required
• Full access to features

3 Months

$490 / 3 months

• 90-day license
• Unlimited questions and transcripts
• Email support from the person who built it

1 Year

$1,490 / 12 months

• 365-day license
• Unlimited questions and transcripts
• Every new build included

Leadership

Roman HavryliukFounder

overview

What is CaseWax?

CaseWax is a legal AI tool developed by Roman Havryliuk that enables lawyers and legal practitioners to analyze case files and summarize client calls using AI. It operates entirely offline on the user's Windows computer, ensuring that no documents or sensitive information are uploaded to external servers, with every response citing the file and page it originated from. This design addresses critical data privacy and security concerns within the legal profession, eliminating the need for data processing addendums or disclosures to clients regarding third-party data handling. The tool is designed for simple installation without requiring extensive IT projects.

features

Key Features of CaseWax

CaseWax provides a suite of features specifically tailored for legal professionals, emphasizing data privacy and operational efficiency. Its core functionality revolves around local document processing and cited information retrieval.

Operates entirely offline on Windows 10 and 11, ensuring no document uploads to external servers.
Provides unlimited questions, transcripts, and document processing without additional metering or per-seat fees.
Cites specific file and page numbers for every answer, enhancing verifiability and trust.
Offers simple installation, designed to be operational without complex IT projects.
Includes direct email support from the tool's developer.
Features no automatic renewals, providing users with explicit control over their license period.
Allows for customization and adjustments based on specific practice needs, particularly with the 1-year license.

use cases

Who Should Use CaseWax?

CaseWax is specifically designed for legal professionals who require AI assistance for document analysis and client communication, with a paramount focus on data privacy and security. Its local operation model makes it suitable for firms handling highly sensitive information.

Lawyers needing offline document management and question answering from case files.
Legal firms desiring strict confidentiality without reliance on cloud-based AI solutions.
Practices looking for a simple AI tool installation without extensive IT infrastructure projects.
Legal professionals requiring cited answers from PDFs and Word documents for verification.
Attorneys seeking to automate the write-up of client calls while maintaining data privacy.

how to use

How to Use CaseWax

CaseWax is installed directly on a Windows computer, allowing users to process legal documents and client call transcripts locally. The process begins with an introductory call to facilitate installation and demonstration.

1Schedule a 20-minute introductory call with CaseWax for installation and demonstration.
2Install the CaseWax application directly onto a Windows 10 or Windows 11 computer.
3Load PDF or Word documents containing case files into the local application.
4Input client call transcripts for summarization and analysis.
5Ask questions about the loaded documents to receive cited answers.
6Utilize the generated summaries and answers for legal research and client communication.

pricing

CaseWax Pricing & Plans

CaseWax offers a straightforward pricing model with fixed-term licenses and no hidden fees or automatic renewals. A free trial is available to prospective users.

Free Trial: $0 for a 30-day license, available after an introductory call.
3-Month License: $490 for 90 days on one Windows computer, including unlimited usage and all new builds.
1-Year License: $1,490 for 365 days on one Windows computer, including unlimited usage, all new builds, and priority email support. Firm-wide pricing is available upon request.

Pros

+Ensures complete data privacy by operating entirely offline on the user's Windows computer.
+Provides verifiable answers by citing specific file and page numbers for all information.
+Offers unlimited usage (questions, transcripts, documents) with a single license, avoiding per-use fees.
+Features a simple installation process, requiring no complex IT projects.
+Transparent pricing with no automatic renewals or hidden charges.
+Includes a free 30-day trial for evaluation with user's own files.

Cons

−Limited to Windows 10 and 11 operating systems; no macOS or web-based access.
−Lacks an API, limiting integration with other legal tech platforms.
−Requires an introductory call for trial access, which may be a barrier for some users.
−As a bootstrapped company, it may have fewer resources for rapid feature development compared to venture-backed competitors.
−No public user reviews are readily available, making independent reception assessment challenging.

Similar Tools

CaseWax vs Competitors

CaseWax differentiates itself in the legal AI market primarily through its commitment to local, offline operation and data privacy, contrasting with many cloud-based alternatives. Its pricing model also positions it as a more accessible option compared to some established platforms.

LocalGPT↗

LocalGPT provides a framework to chat with your documents locally using various open-source LLMs, ensuring no data leaves your environment.

Similar to PrivateGPT, LocalGPT is a powerful open-source solution for offline document interaction but generally requires some technical proficiency to set up and run. It offers the privacy benefits of CaseWax but might not have the same level of integrated features for client call summarization or a dedicated desktop application experience.

AnythingLLM Desktop↗

AnythingLLM offers a desktop application that allows you to chat with your documents using local LLMs, providing a more user-friendly interface for offline AI interactions.

AnythingLLM Desktop provides a more polished user interface than command-line-based open-source projects, making it closer to CaseWax's product shape. While it excels at document Q&A and summarization, its specific features for 'client call write-ups' might not be as tailored or automated as CaseWax's specialized offering.

Obsidian (with local LLM plugins)On Stork

Obsidian is a local-first knowledge base that, with community plugins, can integrate local LLMs to process and interact with your notes and documents.

Obsidian offers unparalleled flexibility for local knowledge management and privacy, and with the right plugins, it can perform document Q&A and summarization offline. However, it requires manual setup of plugins and potentially an external local LLM, making it a more DIY solution compared to CaseWax's out-of-the-box, specialized functionality for legal case files and client calls.

See every CaseWax alternative, compared→

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