Automatic matter overview
An event timeline across incident, medical, litigation, and proceedings, the dates ahead, and a plain-language brief, updated as source files are added.
Client matter intelligence
Case intelligence, delivered under your name.
Source builds a matter overview from the files in the matter, suggests the questions worth asking, and answers from the record with citations, all inside the branded portal your clients already use.
Built for court reporting and litigation support firms
Auto overviewTimeline and matter brief that update as files are added
Cited answersQuestions on one file, a selection, or the whole matter
50 transcriptsInterrogate across a matter with page-and-line citations
Your firm controls what each client sees, from the overview to chat access to finished deliverables.
Intelligence your clients get from you, not from a vendor's dashboard
Reporting firms already hold the record. Source turns it into an overview clients can read, questions they can ask, and work products they can order, delivered under your brand and your domain.
From the first file to a client who understands the matter
Suggested questions
Lexi, Source's autonomous agent, reviews the matter files and suggests the questions worth asking.
Cited answers
Ask about one file, a selection, or the whole matter. Answers link back to the pages they came from.
Multi-transcript Interrogate
Compare witnesses and surface contradictions across up to 50 transcripts, with page-and-line citations.
Evidence from anywhere
Upload from your computer, import from Google Drive or Dropbox, or add a ZIP. Works with PDF, Word, PowerPoint, spreadsheets, images, email, audio, and video.
Client-private by default
Client-created matters start private. Your firm gets access through a separate grant, and clients choose what to share back.
Questions with sources
Every answer points back to the record.
Source answers from the matter files and links each point to the pages behind it, so your team and your clients can check the work.
Suggested questions drawn from a review of the matter filesPage citations beside the highlighted transcript pageScope to one file, a selection, or the entire matter
CaseMark Source
Intelligence is one part of the Source client experience
Source connects the matter overview and cited answers with certified production, branded delivery, and a catalog of work products clients can request.
Certified production
Certify once and deliver twelve transcript and litigation-support formats.
Branded delivery
Your logo, colors, and domain on the portal clients log into.
Client-requestable work
Summaries, chronologies, and clips from a catalog you control.
Firm-controlled access
Preview as the client, then share by organization, group, or individual.
Client matter intelligence use cases
Give attorneys and paralegals a faster way into the record without losing your firm's role in the relationship.
Getting a new attorney up to speed
Share the overview so a new team member can read the timeline and the matter brief first.
Preparing for the next deposition
Ask what earlier witnesses said on a topic and follow the citations to the page.
Finding contradictions
Interrogate across transcripts to compare testimony between witnesses and proceedings.
Questions at 4pm on a Friday
Clients get cited answers from the portal without waiting for a phone call.
Mixed evidence
Bring in records, email, spreadsheets, and recordings alongside the transcripts.
Sensitive matters
Keep client-created matters private and share only what the client chooses.
Client matter intelligence questions
Can my clients ask questions about their matter?
Yes. Clients can ask about a single file, a selection, or the whole matter from your branded portal. Answers link back to the underlying material, and your firm decides who has access.
Does the overview update on its own?
Yes. Source rebuilds the timeline and matter brief as source files are added. Your team can edit the brief, preview the client view, and share or make the overview private.
What file types and sources does Source support?
PDF, Word, PowerPoint, spreadsheets, images, email, audio, video, and many other formats, uploaded from your computer, imported from Google Drive or Dropbox, or added as a ZIP.
Do clients see my production work?
No. Clients see the files, overviews, and deliverables you choose to make available, not your drafts or production steps.
Put case intelligence behind your firm's name
See the matter overview, suggested questions, and cited answers inside a branded client portal.