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Organize

Messy Files? Clean Case Structure in Minutes.

Upload documents and CaseMark's AI analyzes, proposes strategies, and creates clean file structure with consistent naming automatically.

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CaseMark Organize Platform

The File Organization Problem

Every attorney has received discovery or case files with cryptic names like “IMG_4738.pdf” or “depo_transcript_FINAL_v3_REVISED.docx”. Hours wasted hunting for documents, duplicates everywhere, no logical structure. Traditional solution: manually renaming everything yourself at 3-5 hours per case.

AI
Analysis

Examines document content, not just filenames. Extracts parties, dates, subjects and understands relationships.

Smart
Proposals

Proposes 3-4 organization strategies tailored to your case. Organize by type, party, phase, or hybrid.

Automatic
Execution

Renames files, creates folders, adds standard date formats, and eliminates duplicates automatically.

How CaseMark Organize Works

Three phases to transform chaos into clarity
Phase 1

Discovery

CaseMark examines every document by searching with targeted queries, extracting key information about parties and dates, and building a complete understanding of your case.

  • Content analysis, not just filenames
  • Understands document relationships
  • Extracts parties, dates, subjects
Phase 2

Planning

CaseMark proposes 3-4 organization strategies tailored to your specific case. Organize by document type, by party, by case phase, or hybrid approaches.

  • Multiple strategy options
  • Tailored to your specific case
  • Choose what fits your workflow
Phase 3

Execution

CaseMark reorganizes everything automatically: removes timestamps and gibberish, creates consistent naming, and moves files into appropriate folders.

  • Automatic file renaming
  • Consistent naming conventions
  • Duplicate elimination

Key Benefits

Why legal teams love CaseMark Organize

Save 3-5 Hours Per Case

Stop manually renaming and organizing files. CaseMark does it in minutes, not hours.

Consistent Naming

Every case organized the same way. New associates know exactly where to look.

Eliminate Duplicates

CaseMark identifies and removes duplicate files automatically. No more “document (4).pdf” confusion.

Team Efficiency

No more messages asking “Where's the Smith deposition?” Everyone finds what they need.

Use Cases

How legal professionals use Organize to transform chaos into clarity
Discovery Organization

Received 200 documents with names like “Exhibit_47_final_v2.pdf”? Upload, let CaseMark analyze and propose organization. Time saved: 4 hours down to 15 minutes.

Medical Records

Medical records from 8 providers over 3 years with different naming? CaseMark organizes by provider and chronology, making demand letter prep simple.

M&A Due Diligence

Target company provides 500 poorly organized documents? Upload entire data room and get clean folders matching your due diligence checklist.

New Client Intake

Client brings shoebox of documents, USB scans, and email attachments? Upload everything and get an organized case file from day one.

Available on All Plans

Organize is included in Standard, Pro, and Max plans. Transform messy case files in minutes.

View Pricing

Stop Wasting Hours Organizing Files Manually

Start with $15 in free trial credits. No credit card required.

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