Helping legal professionals do their best work

At CaseMark, we’re on a mission to simplify the complexity of legal document preparation. Our document automation software is focused on efficiency, accuracy and security so legal professionals can do the legal service work that matters most to them.

Our story

CaseMark was founded in June 2023 in Portland, Oregon by serial entrepreneurs Scott Kveton and Steven Osborn. Scott’s wife is a trial attorney, and he saw first hand the challenges and inefficiencies in the legal practice when it comes to large volumes of legal documents and data.

He knew that AI could be a game-changer in addressing the legal support burden that impacts most attorneys, especially at small law firms to midsize law firms. Many legal professionals struggle with document management, document creation, and document assembly, taking valuable time away from serving clients and focusing on legal strategy. He envisioned a future where legal document automation could streamline these processes, reduce errors, and empower lawyers to achieve more.

Operating Principles

At CaseMark, we don’t believe in vague vision statements or “Hang in there!” values posters. We focus on clear, actionable principles that guide how we work, make decisions, and deliver real outcomes.

Our operating principles are grounded in hard-won experience, reflecting how we turn values into action—especially when the path forward is unclear. They guide how we operate—focused, fast-moving, and customer-first—helping us collaborate, make decisions, set priorities, and avoid distractions. We show up for each other like a great team—not a family, not a bureaucracy. These principles aren't just what we believe; they're how we work, celebrating behaviors that drive progress toward our mission and building a company we're proud of.

Move fast.
Own the outcome.

We operate as a team with urgency and a bias toward action. Everyone is empowered to take initiative and is accountable for results. Progress beats perfection—momentum matters. When we stumble, we don’t stall—we learn fast and adapt faster. Every step, forward or back, is an opportunity to accelerate.

Build what matters—just enough to matter.

We aim for impact, not over-engineering. We solve real problems without adding complexity. Whether it’s product or process, we take a crawl-walk-run approach—delivering what’s needed now and adapting as we learn.

Obsess over the customer. Adapt with the market.

We stay close to our customers and their needs—their success drives ours. We prioritize security and privacy as non-negotiables, because trust is earned, not assumed. We experiment, listen, delight, and improve constantly—especially as AI reshapes what’s possible.

We're a small global team of technology veterans building a generative-AI platform that empowers members of the legal community to get more out of themselves. We are constantly looking for new talent to complement our growing team and help us to meet the ever-changing demands of customers.

Why CaseMark?

Tired of tedious and repetitive legal tasks? CaseMark offers a powerful legal document automation solution that streamlines your workflow, improves accuracy, and boosts productivity.
Here's how:

Advanced document automation

Generate complex legal documents in minutes using our intuitive templates and automation tools.

Seamless document management

Organize, store, and access all your legal documents securely in one centralized location.

Enhanced collaboration

Improve teamwork and efficiency with real-time document sharing and editing capabilities.

Reduced risk and improved compliance

Minimize errors and ensure consistency across all your legal documents.

Increased client satisfaction

Deliver faster turnaround times and a more professional client experience.

CaseMark’s Workflow products help legal teams focus on what matters most when preparing for arbitration or trial. From initial case evaluation to verdict, we offer summaries, narratives, and chronologies to help litigators effectively focus their story and surface facts that support their case management.

Partner with us

In addition to our self-serve options, we also offer a variety of integration solutions perfect for law firms and legal departments of all sizes. This ranges from white-labeled use of our platform for branded summaries, and integrations with our API to your firm’s platform, website or automations, to highly bespoke workflows tailored to your firm’s needs. Whether you specialize in real estate law or need a robust solution for your legal practice, our team can create a customized solution to enhance your document automation efforts.

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