Certification to package in one pass.
Certify once and produce all twelve transcript and litigation-support formats as a single organized bundle.
CaseMark Source
Capture. Certify. Deliver. Monetize.
CaseMark Source automates the production work between the proceeding and the client: certification packaging, exhibit indexes, format exports, and video clips. Then it turns the portal your clients already use into a catalog of work products they can order from you directly.
Production admin costs your firm twice: time and money
Source is built around those two pillars. Give reporters back the hours lost to nonbillable production work, then turn your client portal into a channel for revenue your firm can keep.
Exhibit indexes start at draft, not blank.
Source reads the record and prepares a reviewable exhibit index; your reporter edits and approves instead of building from scratch.
Clip requests without timecode archaeology.
Find testimony by searching the words, review the moment, and create a named captioned clip.
Trusted by court reporting and litigation support firms including
Pillar one: time
Give your reporters their hours back
Everything between "the transcript is accurate" and "the client has what they need" is production overhead. Source compresses it into one reviewed, repeatable workflow inside the matter.
01
Certify once, in a workspace built for the record
Preview the final pages before anything is created. Edit the cover, caption, reporter details, and certificate language, add custom pages such as errata or read-and-sign, and see the document take shape before export. The reporter keeps full authority over the certified transcript; Source prepares everything around it.
02
Every format the client needs, from one certification
Certified PDF, court reporter TXT, condensed PDF, DOCX, word index, and litigation-support formats including LEF, SBF, XMEF, AMICUS TXT, PTF, PTX, and MDB. Select what each client needs and receive one organized ZIP with a manifest. If a single format fails, the package keeps every successful file and production can retry without recertifying.
No more one-off conversion requests. No more folder-of-attachments delivery.
03
Exhibit indexes that start at draft instead of page one
Source reviews the transcript for formally introduced, marked, or admitted exhibits and prepares a draft index with descriptions and page references. Your reporter reviews, edits, and places the index; matches each entry to a matter file or uploads the missing exhibit; applies consistent stamps with your caption and prefix; and chooses whether exhibits are appended to the certified PDF. Automation accelerates the work. The reporter controls the record.
04
Find the testimony. Review the moment. Create the clip.
For video-linked transcripts, play the source video beside the transcript, follow the active words, click testimony to seek the video, and search what was said instead of scrubbing a timeline. Select a clip range from the transcript words or describe the testimony in plain language; Source proposes the range with matched testimony, confidence, and warnings for your review. Each approved clip becomes a separately named MP4 with visible captions, speaker labels, and a timestamp.
The output is the same certified work product your firm already sells. It takes less desk time to produce.
Pillar two: revenue
The portal your clients already log into becomes a product catalog
Your clients open your portal to download transcripts. Source puts your service menu in the same place. Summaries, chronologies, captioned clips, and hundreds of other work products become items a client can request directly, billed the way you choose: your invoice or their card. You set the client-facing price. Your brand is on every screen.
01
Clients order the work. You control the catalog.
Choose which workflows appear in each client's portal, who at the firm can start them, and how each is billed: firm-managed invoicing or client pay-by-card where configured. A paralegal can request a medical chronology from uploaded records at 4pm on a Friday without a phone call, and your team sees the request as a tracked work item inside the matter.
02
800+ workflows, ready to brand as yours
Bring the agentskills.legal library into your Source solution, then install, adapt, or create workflows for deposition summaries, proceeding recaps, medical chronologies, and the litigation support deliverables your clients already ask for. Keep firm-wide standards global and client preferences reusable per client.
An optional Insight Pass step can capture the assignment's aim (audience, side, purpose) before a workflow drafts, so premium work products land closer to what the client actually needs.
03
Video clips become a service, not a favor
Captioned testimony clips can be produced in-house instead of being outsourced or turned down. Your firm decides which clips a client receives and what a clip costs on your rate sheet. Impeachment excerpts, witness issue reels, and trial-prep highlights all stay under your brand.
04
Your name on the door, your domain on the URL
Configure company name, logo, colors, support details, portal URL, custom domain, and report presentation. Delivery emails notify clients that materials are ready while the files stay inside your secure portal. Clients experience your firm, not a third-party tool.
Capture. Certify. Deliver. Monetize.
- 01
Capture.
Create the matter, attach recordings or upload media, and keep source files connected to the record from the start. Already certified transcripts can be imported when needed.
- 02
Certify.
Review the transcript beside the source media, verify terms, and certify in a visual workspace. Reporter authority, preserved.
- 03
Deliver.
Package formats, exhibits, and clips into organized bundles and make selected items available in your branded portal. You choose what clients see; production stays behind the curtain.
- 04
Monetize.
Publish your workflow catalog in the portal so clients can request summaries, chronologies, and clips directly, billed your way.
Clients get a portal, not another pile of links
Attorneys and paralegals find their matters, preview and download available files, ask questions of the materials, and request new work. They never see your production pipeline, drafts, or retries.
Matter search and filters.
Find matters by name, case number, caption, firm, or recent activity.
Preview and download.
Preview supported files, download individual items, or grab the full packet.
Matter-scoped chat.
Questions stay connected to the matter and can focus on a single file, with answers that point back to the underlying material.
New matter requests.
Clients can request future work with case details, dates, and deadlines.
Uploads from clients.
Where permitted, clients add their own files and share selected ones back to your team.
Engagement activity.
See whether available materials have been viewed, downloaded, or discussed.
Priced on work product, not seats
Platform costs attach to outputs your firm produces: certified transcript packages, workflow runs, captioned clips. You set the client-facing price for everything you sell through the portal, so the margin on every deliverable is yours to design. In a demo we will map the model to your transcript volume, client mix, and workflow catalog.
Built for sensitive legal work
Court reporting teams handle confidential records, testimony, and shifting client access every day. Source keeps delivery controlled, auditable, and tied to the right matter.
- Recipient targeting by organization, group, or individual
- Files stay in the portal, not email attachments
- Firm preview of the client portal
- Activity tracking for views, downloads, and chat
- User and group management for clients
- Matter lifecycle visibility
Frequently asked questions
How does the revenue side actually work?
You choose which workflows appear in each client's portal and how each is billed: firm-managed invoicing or client pay-by-card where configured. Platform costs attach to completed outputs; the client-facing price is always yours to set.
Does this replace court reporters?
No. Source organizes and accelerates production, and certification remains a reporter-controlled workflow. The reporter reviews the pages, controls the certificate, and approves the record.
Is this just a file portal?
The portal is what clients see. Behind it, your team manages matters, source files, recordings, transcript review, certification, work product, bundles, and delivery controls in one workspace.
What formats are in a certified transcript package?
Your team chooses from twelve transcript and litigation-support formats, including certified PDF, court reporter TXT, condensed PDF, DOCX, word index, LEF, SBF, XMEF, AMICUS TXT, PTF, PTX, and MDB. The package arrives as one organized ZIP with a manifest.
How does the exhibit index work?
Source reviews the transcript for formally introduced, marked, or admitted exhibits and prepares a draft index. Your team reviews and edits labels, descriptions, and page references, matches or uploads exhibit files, applies stamps, and decides whether exhibits are appended to the certified PDF.
How are video clips created?
Set a start and end from transcript words, or describe the testimony in plain language. Source presents the proposed timing, matched testimony, confidence, and warnings for review before any clip is created. Clips require video-linked, timed transcripts.
Can clients create or edit clips or bundles?
No. Production is controlled by your firm. Clients receive only the finished items you make available.
What happens if part of a package fails to generate?
The package keeps every successful file, lists the failure in the manifest, and shows a format-level warning. A failed bundle can be retried without recertifying the transcript.
Can we use our own branding?
Yes: company name, logo, favicon, colors, support details, portal URL, custom domain, report presentation, and sender identity.
Can Source handle already certified transcripts and live proceedings?
Yes. Attach recordings to matters, review prepared drafts, verify terms, and certify, or import an already certified transcript file into the matter.
See the whole loop in twenty minutes
We will walk your team from a recording to a certified multi-format package, then show your service catalog live inside a branded client portal.