Platform tour · AI-powered legal operations

One desk for
the whole legal function

Contracts, cases, compliance, notices and e-signing stop being separate systems. CDGenie sits inside all of them.

02 — Where legal work actually lives
Contracts live in inboxes.
Deadlines live in spreadsheets.
Case files live on a laptop.
Obligations live in memory.
None of it lives where the decision gets made.

CaseDocker changes where the work lives — one workdesk, six modules, one audit trail.

03 — The modules
CLM01

Contract lifecycle, end to end

Draft, negotiate, approve, execute, renew and store — on a clause library and playbook-driven approval workflows. CDGenie generates clauses, flags deviations and surfaces obligations before signature.

Clause 7.3 — Limitation of liabilityDEVIATION
Clause 11.1 — Indemnity scopeREVIEW
Clause 4.2 — Payment termsON PLAYBOOK
Explore Contract Management →
LCM02

Cases, litigation, arbitration

Centralised matters with hearings, court tracking, research, external counsel and analytics. Playbooks route intake by type, priority and SLA, then escalate on breach.

Filed12 MAR
Evidence bundle02 APR
Next hearingIN 6 DAYS
Explore Case Management →
ECM03

Compliance you can see

An obligation register on a business calendar, with automated alerts, audit trails and expert-curated compliance sets. Regulatory change is linked to the matters and contracts it touches.

ObligationOwner · due
GST 3B — MaharashtraFinance · 20th
TDS return Q1Tax · 31st
Factory licence renewalOps · 9 days
Explore Compliance Management →
ENM04

Notices at volume

Generate from templates, dispatch in bulk, track delivery in real time, keep a full audit trail — and analyse replies against the matter the notice belongs to.

Batch 214 · recovery notices1,840 / 2,000
Acknowledged1,133
Explore Notice Management →
e-Execution05

Signed in minutes, held in eVault

The virtual eSigner cuts signing from days to minutes; executed contracts land in a hashed eVault with immutable version history and role-based access.

Signatory 1 · signed 14:02
Signatory 2 · signed 14:09
Counterparty · link sent
SHA-256 · 9f2c…a41e · eVault
Explore Document eSigner →
Playbooks06

No-code rules across systems

Industry playbooks — NPA recovery, insurance settlement, vendor onboarding — trigger tasks across ERP, CRM and HRMS via API, so lifecycle events move work without anyone chasing it.

WHEN default flaggedDRAFT noticeASSIGN counselESCALATE at SLA
Same rule set drives dashboards in Analytics — status, risk exposure, cycle time.
Explore Playbooks →
04 — CDGenie

The AI is not a
sidebar. It is inside
the work.

CDGenie drafts, redlines, researches and summarises against your own clause library and playbooks — and answers questions about any contract, matter or obligation with the source attached.

DraftRedlineRisk scoreSummariseSourced answers
MSA · Vendor onboarding · v4
72
Risk
score
Clause 7.3 — Limitation of liability

The aggregate liability of either party shall not exceed INR 10,00,000 (Ten Lakh Rupees)INR 1,00,00,000 (One Crore Rupees) in any twelve-month period, whether arising in contract, tort or otherwise.

Check this MSA against our liability playbook.
Three deviations. The cap in 7.3 is 10× below policy for this vendor tier — I've proposed the compliant figure and cited the clause library entry.
Source · Clause library / Liability / Tier 2
05 — CDGenie™, module by module

Four jobs it does before you open the file.

Drafting
Smart contract drafting

Generates, redlines and risk-scores agreements from your clause library and CLM playbooks — in seconds, not hours.

Research
Litigation research

Surfaces relevant precedents with relevance scoring, summarises filings and prepares structured briefs automatically.

Mapping
Obligation & compliance mapping

Links notices, regulatory changes and deadlines directly to the matters and contracts they affect — then assigns and escalates them.

Chat
CDGenie chat

Ask anything about a contract, matter or compliance record and get an instant answer with its source attached.

Litigation research — AI precedents
Breach of fiduciary duty — director liability — Indian corporate law
Needle Industries (India) Ltd v. Needle Industries Newey Holding (1981)97%
Dale & Carrington Invt. Ltd v. P.K. Prathapan (2005)94%
Tata Consultancy Services v. Cyrus Investments (2021)89%
Supreme Court of India · Companies Act · sourced & citable
Compliance mapping — obligation tracker
12 obligations mapped from 3 contracts · auto-updated
GST return filing — Q1Overdue
TechCorp MSA — quarterly reviewDue soon
Income tax advance — Q4Upcoming
ISO 27001 annual auditOn track
Vendor NDA — 90-day renewalOn track
CDGenie auto-assigned 3 overdue items · 2 escalations sent
06 — Zero data entry

Upload the document.
The AI does the entry.

Parties, dates, values, jurisdiction, termination and renewal terms are extracted the moment a file lands — OCR included for scanned legacy PDFs, so even old paper becomes searchable and actionable.

01Auto-extraction of parties, signers and key dates
02OCR for scanned PDFs — indexed and searchable
03Summaries and metadata generated, not typed
04Obligations linked to the right workflow automatically
AI extraction preview
Document typeService Agreement
Party ACoingeit Technologies Pvt Ltd
Party BTechCorp Solutions Ltd
Effective — expiry01 Apr 2025 — 31 Mar 2027
Contract value₹48,00,000
JurisdictionNew Delhi, India
Liability cap₹10L — flagged
Auto-renewalEnabled — 90-day notice
Extracted in 2.3s · no human input
Government integrations

Notices from every portal, in one inbox.

Income Tax portal sync

Notices auto-fetched and routed to the right owner the moment they are issued.

GST notice auto-fetch

Captured, categorised, and response timelines tracked automatically.

Escalating reminders

Alerts climb the team hierarchy until someone acknowledges them.

Compliance command centre

Every communication, status and deadline on a single dashboard.

07 — One matter, end to end

Nothing is handed off. It just moves.

Intake
Draft
Negotiate
Approve
e-Sign
Obligations
Renew / dispute
Request arrives by form, email or API.

A playbook routes it to an owner by type, priority and SLA — no triage meeting, no forwarded thread.

CDGenie drafts from your clause library.

Template plus approved clauses, pre-populated from the request — the first draft starts on policy, not from scratch.

Redlines are scored, not just tracked.

Every counterparty edit is compared to the playbook, ranked by exposure, and versioned in the eVault.

Approvals follow the rule, not the reminder.

Thresholds decide who signs off; escalation is automatic when an SLA slips.

Execution takes minutes.

The virtual eSigner collects signatures in order and files the hashed original with its audit trail.

Obligations leave the document.

Deliverables, caps and dates become owned, alerted calendar items in the compliance register.

Renewal and dispute share the same file.

If it turns into a notice or a matter, the contract, correspondence and history are already attached.

Playbook dashboard — contract requests with status and assignees
Playbook dashboard
eSigner dashboard with document signing statuses
eSigner dashboard
Unified calendar with scheduled tasks and deadlines
Unified calendar
08 — Run it your way

Modular, integrated, and built for audit.

Security

ISO/IEC 27001:2022 certified, GDPR and IT Act compliant, with role-based access control, encryption at rest and in transit, and full audit logs.

Deployment

Cloud, private cloud or on-premise — matched to your data residency, security and infrastructure requirements.

Integrations

ERP, CRM, HRMS and e-signature connected by API and playbook triggers, with SSO for access.

Commercials

Subscribe to any combination of modules. CaseDocker Lite brings CDGenie drafting and review to small firms and individual practitioners.

6x
Faster document review
83%
Less manual data entry
100%
Compliance visibility
150k+
Users worldwide
300%
ROI within six months
6
Modules, one audit trail

A multinational vehicle manufacturing and financing group moved contracts, compliance, litigation and notices onto CaseDocker with CDGenie across multiple geographies. Figures reflect typical outcomes reported by CaseDocker customers; actual results vary by team, workflow and deployment.

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See it on your own
templates and matters.

Contracts · Cases · Compliance · Notices · eSign · Playbooks — Powered by Coingeit · ISO/IEC 27001:2022