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vaults

Manages case.dev encrypted document vaults for legal workflows. Creates vaults, uploads files and directories, lists and downloads objects, and runs semantic search across vault contents. Use when the user mentions "vault", "upload documents", "document storage", "download files", "vault search",...

CaseMark/skills0installs43starsProductivity & Planning

SKILL.md

Full skill instructions

case.dev Vaults

Encrypted document storage with automatic OCR, chunking, and semantic search. Each vault is an isolated container for a case, project, or document collection.

Requires the casedev CLI. See setup skill for installation and auth.

Create a Vault

casedev vault create --name "Smith v Jones Discovery" --description "Phase 1 documents" --json

Flags: --name (required), --description, --disable-graph, --disable-indexing.

List Vaults

casedev vault list --json
casedev vault list --wide --json   # includes description column

Upload Files

Single file

casedev vault object upload ./​contract.pdf --vault VAULT_ID --json

Flags: --name (override filename), --content-type, --no-ingest (skip indexing).

Directory (recursive)

casedev vault upload ./​discovery-docs/ --vault VAULT_ID --json

List Objects

casedev vault object list --vault VAULT_ID --json

Download Files

casedev vault download --vault VAULT_ID --object OBJECT_ID --out ./​output/ --json
casedev vault download --vault VAULT_ID --out ./​all-docs/ --json
casedev vault download --vault VAULT_ID --path "exhibits/" --out ./​exhibits/ --json

Semantic Search

casedev search vault "force majeure clause" --vault VAULT_ID --json

Search methods:

  • --method hybrid (default) — combines vector + keyword search
  • --method fast — keyword-only, faster
  • --limit / -l — max results (default 10)
  • --object OBJECT_ID — restrict to specific object(s), repeatable

If hybrid mode returns a server error, retry with --method fast.

Common Workflow

# 1. Create vault
casedev vault create --name "Acme v Beta" --json

# 2. Upload documents
casedev vault upload ./​case-files/ --vault VAULT_ID --json

# 3. Wait for ingestion
casedev vault object list --vault VAULT_ID --json

# 4. Search
casedev search vault "indemnification obligations" --vault VAULT_ID --json

Focus Workflow

casedev focus set --vault VAULT_ID
casedev vault object list --json          # no --vault needed
casedev search vault "damages" --json

Troubleshooting

"Missing vault ID": Provide --vault VAULT_ID or set focus with casedev focus set --vault.

Upload fails with HTTP 4xx: Check file size (max 500MB per object), verify vault ID, confirm auth.

Search returns no results: Ensure objects have completed ingestion. Try --method fast if hybrid fails.