The New CaseMark for Court Reporters: Same Workflow, Better Everything

This one is for the firms already running on CaseMark.

You produce summaries on our platform today, and your clients rely on what you deliver. We rebuilt the platform underneath you, and the new version is better in every way that touches your daily work. Here is the part you need to know first: the current platform is being retired in two weeks. The time to move is now. The good news is that moving over takes nothing. Same workflow, same contract, same pricing. Twelve firms have already made the switch and are live right now.

This post is short on purpose, because there is not much to think about.

Your exact workflow, just better

Start with what you already do. Nothing about how you work has to change.

The easy button to a summary is still the easy button. You upload a transcript, you pick the summary you want, you get it back in minutes. Same flow you ran yesterday. What changed is everything around it.

The appended transcript that ships with your summaries is much better. Cleaner, more consistent, and more useful to the attorney who opens it.

And the chat is in a different league. Ask questions of your transcripts in plain language and get answers with exact page and line citations, so every response points straight back to the testimony that supports it. Finding admissions, contradictions, and timelines stops being a manual slog.

No new habits. No retraining. Log in, do exactly what you did yesterday, and get better output for it.

Switching is the easy part

There is no migration project here, but there is a deadline. The current platform is being retired in two weeks, so this needs to happen now.

The move itself asks almost nothing of you. Your contract does not change. Your pricing does not change. Your account, your workflows, and your branding carry over. Your security and compliance posture is exactly what it was, still SOC 2 Type II audited, still HIPAA compliant for medical records, and your documents are still never used to train AI models.

So there is nothing to renegotiate and nothing to relearn. There is just a better platform waiting for you, and a clock on the old one.

Once you've moved, there's more

Making the switch is the urgent part. Everything below is not.

Move now for the better core and you are done. You never have to touch another setting. But once you are on the new platform, you can turn on any of the following whenever it suits your firm. None of it is required, none of it is urgent, and you add it at your own pace.

Optional: deliver to your clients under your brand

Give your clients a branded portal that carries your name, your logo, and your colors, not ours. They open and download the work you make available, all in one clean place.

You stay in control of exactly what each client sees. Make items available, send updates as more work is ready, and pull items back when you need to. Your production work stays yours until you decide a client should have it. Flip it on when you want it.

Optional: turn on transcription

Generate draft transcripts directly from audio and video inside the platform, then run them through the same review and quality control you already trust. The transcript starts in a much better place, and the reporter stays in control of every decision through certification.

Synchronization between the transcript and the video record is coming soon, which opens the door to designation clips and trial ready video exhibits without leaving the platform. Enable transcription when you are ready for it.

Optional: put your branded apps in your clients' hands

Push branded tools and workflows directly to your clients, under your brand, drawing on the more than 880 workflows available through agentskills.legal. Different clients can get different tools, so each one gets exactly what fits their work. It is one more way your firm becomes the platform your clients work in, rather than a vendor they hear from once a case.

Start with the basics. Add the rest on your schedule.

You do not have to evaluate the whole platform to benefit today. Move now for the better core workflow, and switch on delivery, transcription, and client apps later, whenever it makes sense for your firm.

The move is the only thing on a clock. The current platform retires in two weeks, so there is no reason to wait and nothing to lose by going now.

Make the switch

The current platform retires in two weeks, and moving over is a switch you flip, not a project you start. Do it now. Talk to us about migrating your account or see the new platform.