Anchored to the claim file
Every answer traces back to a record page, a deposition page-line, or a cited authority, not a model's guess. The file is the source of truth.
Enterprise AI your panel can defend.
Defense panels face more work than people to do it: sustained demand, a tightening talent pipeline, and clients asking for faster turnaround at lower cost, while the AI tools that promise relief carry real privilege risk. CaseMark is a closed, approved-tool platform built for attorney-directed work, so juniors spend their hours on defense strategy instead of drafting chronologies.
Join monthly Workspace trainingCuri panel firms: 20% off your first year30-day trial, no obligation · From $200 / user / month
From a Curi panel firm
“Attorneys joining us from big firms had used CoCounsel and Harvey. They said CaseMark knocks it out of the park compared to what they were using.”
Jenna Wright-Greenman
Partner, Kitch Drutchas · Curi panel counsel
Webinar · AI in medical malpractice defense
What you missed: the AI-enabled defense.
Curi hosted CaseMark for a one-hour session: the ethics rules that make technology part of competence, the confidentiality ruling every firm should know, and a live platform walkthrough.
Watch the recordingAbout 60 minutes · Free, no registration
Kristi Wright
SVP, Claims, Curi
Scott Kveton
Co-founder & CEO, CaseMark
Sarah Tuthill-Kveton
Co-founder & CLO, CaseMark
Jenna Wright-Greenman
Partner, Kitch Drutchas
Monthly CaseMark Workspace training
Join the CaseMark team each month for a practical walkthrough of Workspace. Learn how to use AI for insurance defense, explore new features, and bring your questions.
Built to firm AI policySOC 2 Type IIHIPAA BAANo model trainingAttorney-directedOrg isolation
Why CaseMark
The claim file is the foundation, not a model's guess.
Built for trust but verify
Hover citations, quote verification signals, and one-click source previews. Attorney review is the workflow, not an afterthought.
Tuned to MPL defense
Treatment chronologies, deposition indexes, discovery audits, and status reporting: repeatable, structured output for med-mal practice.
Firm-level governance
Roles, per-user AI spend caps, approved-model preferences, and org isolation. Customer data is never used to train models.
The work, and the guardrails
Where the hours go, and how the file stays protected.
Medical records
Gap-free treatment chronologies across voluminous clinical records: first complaints, treatment gaps, and imaging findings, each cited to its source page.
Depositions
Structured summaries and indexes with hyperlinked page-line citations, so key admissions are locatable at trial.
Discovery, motions & mediation
Discovery summaries, missing-response identification, and support for motions to compel. Pre-mediation document dumps worked against short demand deadlines: first drafts inside word maximums, plus oral-argument prep grounded in the record.
Administrative load
Case chronologies, billing summaries, carrier status reports, and file-transfer inventories. The unbillable work, compressed.
Research & extraction
Multi-phase research across opinions, statutes, and regulations. Define extraction columns in plain English and run them across selected records, every value auditable.
Governance & privilege
A closed system that fits firm AI policy: approved-platform designation, no confidences in public tools, citation verification, required attorney review.
Custom Curi skills
Curi-specific skills, ready to enable.
For the reporting and analysis panel firms run every week, CaseMark ships vetted skills tuned to Curi. Custom MPL claims-triage skills auto-populate Curi's standard reporting templates, with sensitive data staying inside a compliant ecosystem. Opting in is the firm's choice: a vetted option, not an obligation.
Enable Curi skillsDefense counsel reports
Initial, interim, and pre-trial reports drafted into Curi's templates for counsel to finalize.
Medical chronologies
Cited chronologies formatted for submission, reimbursed by Curi at the discounted rate.
Reporting & expert requests
Status reporting and expert-request skills for the recurring work, structured for review.
Ethics, confidentiality & privilege
Built for the way the rules are moving.
Technology is now competence
ABA Model Rule 1.1 requires lawyers to stay abreast of relevant technology. A firm AI policy should require approved closed systems, no confidences in public tools, and attorney review of every output.
Public tools cannot create privilege
In United States v. Heppner (S.D.N.Y. 2026), drafts made with a consumer chatbot were held neither privileged nor work product. Protection turned on attorney direction, the use CaseMark is built for. No court has declared enterprise AI privilege-safe; Heppner left that open.
SOC 2 Type IIAES-256TLS 1.3HIPAA BAAOrg isolationNo training on your data
Aligned with Curi's AI billing standards
AI assists. Counsel verifies. Billing reflects the efficiency.
Curi's standards (effective January 1, 2027) hold that AI may assist the work while judgment, verification, and accountability stay with defense counsel, and that AI should reduce, not increase, overall billing. CaseMark is built to produce exactly the reviewable, cited output those standards call for.
Review and validate AI-generated medical chronology; verify against records; correct dates and add treatment analysis (500 pages) (1.0 hrs).
CaseMark cites every entry to its source page, so the review is fast and the time is billable.
Generate medical chronology using AI software (4.0 hrs).
Generating a draft is clerical. CaseMark does that step so counsel's billed time is analysis, not production.
From a Curi panel firm
“We can actually now spend, by using something like this, more substantive time on analysis, thinking about our case instead of running from pillar to post like a gerbil doing reports.”
Jenna Wright-Greenman
Partner, Kitch Drutchas · Curi panel counsel
Curi panel program
20% off your first year.
From $200 / user / month, with an annual commitment. Start with a 30-day trial, no obligation. 100+ legal skills, custom workflow development, and Clio and Smokeball integrations.
For onboarding, HIPAA BAA, or invoiced billing, email hello@casemark.com or call (888) 884-4868.