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Workspace · Full training recording · 59:55
CaseMark Workspace — Maximizing your use of AI for insurance defense
Watch the full Workspace training on setting up matters, writing effective prompts, using built-in and custom skills, and connecting integrations, followed by live Q&A.
What you’ll learn
Welcome and what’s new in Workspace
Setting up a matter: create a matter, upload depositions, medical records and discovery, organize files, and invite teammates with the right permissions.
Prompting that gets good results: how Workspace interprets requests, examples for deposition summaries, chronologies and key facts, and common mistakes to avoid.
Skills: explore built-in skills, decide when to use a skill or a one-off prompt, build custom skills for recurring work, and share them across your team.
Integrations: connecting email, calendar and document management, plus court reporting delivery.
Live Q&A with questions and use cases worked through on screen.