Transcript Bundles Are Free on CaseMark Source Through August

Court reporting firms spend a lot of hours doing the same thing after every job: building the delivery package. Cover page, certification, signatures, exhibits, word index, condensed version, and then a stack of litigation support formats because every law firm's software wants something different. It's necessary work, but it's not billable work, and it's exactly the kind of thing that should be automated.

That's what transcript bundles do on CaseMark Source. And for the month of August, creating them is free.

Every bundle you create through August 31 also includes a free deposition summary, delivered as a PDF right inside the same exhibit-ready package. Your client gets the transcript and the summary in one download, and you decide whether to pass that along as a value-add or offer it as a premium service going forward.

What's in a transcript bundle

A transcript bundle on CaseMark Source is the complete, client-ready delivery package, built in minutes instead of an afternoon. Here's what you get:

Custom branded cover sheets. Create reusable cover templates from a one-page PDF, apply them during package preparation, and edit cover and certification pages directly in the preview before you generate anything. Set it up once and every bundle carries your firm's brand.

Saved reporter signatures. Maintain a searchable library of reporter signatures, upload them in batches, and let CaseMark Source suggest the right match during package prep. The reporter always stays in control of the final selection, and certified transcript authority always stays with the reporter.

Exhibit lists with hyperlinking. CaseMark Source detects exhibits referenced in the transcript, lets you attach the exhibit files, and builds a linked exhibit list so counsel can jump straight from the reference to the document. You can toggle exhibit stamps as part of preparation.

Every standard output, generated together. One bundle produces the full set of transcript formats: certified PDF, court reporter TXT, simple TXT, DOCX, word index PDF, condensed PDF, and an errata PDF when the source includes errata pages. It also produces the litigation support formats law firms actually ask for: PTX, PTF, LEF, SBF, XMEF, MDB, and AMICUS TXT. No more one-off exports for each client's preferred software.

A manifest you can trust. Every bundle gets a details page showing the matter, transcript, certification info, and a manifest of every file, with previews and per-file downloads. Confirm every format succeeded before anything goes out the door.

Client delivery, your way. Share the finished bundle as a single deliverable through your branded client portal, where clients see one package with individual file access and a one-click ZIP download. For outside counsel or anyone who doesn't need a full workspace, send a verified email link that expires after 30 days. Delivery groups let you reuse client access lists across matters instead of rebuilding them every time.

Already have a certified transcript? Bundles work for those too. Bring in an eligible certified court reporter TXT from your existing production process, add signature images and exhibits, apply your cover, and generate the full format set without recertifying or changing the authority of the original transcript.

How to get started

If your firm is already on CaseMark Source, open any matter with a transcript ready for delivery and build a bundle. It's free through August 31, and the deposition summary is included automatically as part of the promotion. If you're not on the platform yet, reach out for a demo and we'll get you set up in time to take advantage of it.

The bigger picture

Transcript bundles are one piece of a platform that now covers the whole court reporting workflow. CaseMark Source, live today with more than 100 court reporting and litigation support firms, recently added synchronized video review with click-to-seek playback and captioned MP4 clip creation, client self-service transcription and clipping priced on the firm's terms, a marketplace of more than 800 legal workflows from agentskills.legal, document translation, searchable PDF preparation with optional Bates numbering, and multi-transcript interrogation across 50 or more transcripts at once. The through-line is simple: capture the record once, deliver it in every format your clients expect, and monetize the work product that flows from it, all under your firm's brand and your firm's control. CaseMark Source is SOC 2 Type II audited and HIPAA compliant, and customer documents are never used to train AI models.