Intake with context
Create matters with Client, case caption, proceeding details, deadlines, and source files from the start.
CaseMark Source
Capture. Certify. Deliver.Under your brand.
The branded delivery and intelligence operating system for court reporting, litigation support, and medical records retrieval firms. Manage source files, transcripts, records, generated work, delivery links, and client access without giving up your brand or your relationships.
800+
AgentSkills workflows available to providers and clients
50
Interrogate transcripts at scale, yielding matter-level insights
8 GB
Maximum audio or video file size
The matter is the operating layer.
File delivery gets messy when intake, source files, recordings, transcript drafts, medical records, summaries, delivery links, and Client requests live in separate systems. CaseMark Source centers every action on the matter so production teams can see what is ready, what is moving, and what has already reached the Client.
Production visibility
Track sources, transcripts, generated work, delivery readiness, activity, and schedule signals from one workspace.
Client-ready packaging
Move approved transcripts, summaries, bundles, and supporting files into a controlled delivery flow.
Transcript production stays in the Provider workflow.
CaseMark helps firms move from audio or video to reviewable transcript work while preserving the review and certification controls court reporters expect.
Live capture and upload
Attach recordings to the correct matter, upload audio or video, and keep source media connected to the transcript record.
Review and verify
Review transcript drafts with the source media nearby, clean speaker turns, and verify terminology before export.
Certify or import
Support reporter-controlled certification workflows and bring already certified transcript files into the matter when needed.
800+ workflows for repeatable legal delivery work.
Bring the agentskills.legal library into your Source solution, then install, adapt, or create workflows for common court reporting, litigation support, and medical records deliverables. Run them on one file or across the whole matter; keep firm-wide standards global and Client preferences reusable.
Deposition Summaries
Outputs production teams already sell and attorneys already expect.
Deposition analysis
Key testimony, admissions, inconsistencies, and case themes for litigation teams.
Deposition index
An unbiased, court-reporter-neutral index of topics, witnesses, exhibits, and testimony references that supports court reporting ethics.
Narrative summary
A readable prose summary that turns raw testimony into a shareable litigation narrative.
Page-line summary
A cited summary format for quickly reviewing testimony by page and line.
Proceeding Packaging
Matter-level work for trials, hearings, arbitrations, and complex proceedings.
Daily proceeding recap
A concise daily summary for teams working while the matter is active.
Transcript bundle generation
Package eligible transcripts certified by the court reporter, summaries, source files, and work product for delivery.
Delivery summary
A Client-facing overview of the materials included in a delivered matter.
AgentSkills Legal Library
A broad workflow library that can be tailored to the litigation support work your Clients request.
800+ workflow foundation
Start from the agentskills.legal work and bring relevant legal workflows into your branded solution.
Client-specific adaptations
Adapt instructions, formatting, and delivery expectations for each law firm Client.
Provider-owned templates
Save repeatable outputs as global firm workflows or per-Client templates.
Transcript & Matter Interrogation
Question-answering that stays tied to transcript testimony, delivered matter materials, and source files.
Whole-matter questions
Ask across the delivered matter without losing source context.
Transcript-specific questions
Focus questions on a single transcript or up to 50 transcripts, surfacing insights across deponents.
Cited answers
Give attorneys answers that point back to the underlying material.
Insight Pass
Aim the work before it drafts.
Insight Pass is an optional guidance step that runs before a workflow drafts. It reviews the selected matter sources and the workflow you chose, asks a few focused questions about audience, side, and purpose, then uses those answers to guide the deliverable toward what the Client actually needs.
Quick framing questions
Capture the judgment that rarely lives in the record: who the work is for, which side it supports, the goal, and the level of detail needed.
Advanced reasoning pass
Use stronger reasoning where judgment matters most, then guide cost-efficient drafting models against a concrete plan for the work product.
Batch-ready rollout
Run Insight Pass on single work items or batch runs, with organization-level controls for beta groups, premium tiers, or firm-wide access.
Deposition summaries
A transcript can become a neutral recap, trial-prep summary, or impeachment-focused report depending on the assignment. Insight Pass captures that aim first, so the summary leads with the testimony, contradictions, and themes the team will actually use.
Medical chronologies
The same medical records can support different theories. Insight Pass can steer chronologies toward causation challenges, damages, treatment gaps, continuity of care, or the date range that matters most.
Client Collaboration
Clients receive a portal, not another pile of links.
The Client portal is built for attorneys, paralegals, and litigation support teams who need to find delivered matter materials, understand what is inside, and ask follow-up questions without waiting for another email thread.
See the Client Portal
Matter search and filters
Clients can find delivered matters by name, case number, caption, reporting firm, or recent activity.
Preview and download
Recipients can preview supported files, download individual files, or download the delivered packet.
Matter-scoped chat
Questions stay connected to the matter and can focus on a specific file when precision matters.
New matter requests
Clients can request future work with matter name, case number, proceeding type, date, deadline, and notes.
Your brand stays at the center.
CaseMark lets Providers deliver a polished Client experience without sending sensitive materials as email attachments or exposing production-side operations.
Provider-branded portal
Configure company name, logo, colors, support details, portal URL, custom domain, and report presentation.
Recipient targeting
Deliver to a Client organization, a managed delivery group, or an individual recipient.
Secure delivery flow
Notify recipients that materials are ready while the files remain inside the secure portal.
Engagement activity
Track whether delivered materials have been viewed, downloaded, or discussed in matter chat.
Client access groups
Client admins can invite users, create groups, and keep access current as litigation teams change.
Provider preview
Preview the Client experience before or after delivery so support teams can answer questions confidently.
Provider and Client views
Separate Provider production from Client delivery.
Your team manages sources, transcripts, workflows, bundles, and delivery controls. Clients see a clean delivered matter with only the materials and actions they need.
Designed for sensitive legal work.
Court reporting teams handle confidential records, testimony, and Client access changes every day. CaseMark keeps delivery controlled, auditable, and tied to the right matter.
Recipient targeting by organization, group, or individual
Files stay in the portal instead of email attachments
Provider preview of the Client portal
Delivery activity for views, downloads, and matter chat
Client-side user and group management
Matter lifecycle and delivery readiness visibility
Source pricing that follows file delivery operations.
Matter organization, transcript production, medical record delivery, generated work product, branded delivery, and Client access needs vary by firm. Use the pricing page for the current packaging direction, then talk with us about the right setup for your operation.
Review Source pricing
See the current pricing surface for CaseMark Source and structured legal deliverables.
Map it to your workflow
In a demo, we can map pricing to your transcript volume, record volume, delivery model, Client portal needs, and workflow mix.
This page avoids one-size-fits-all packaging claims because court reporting operations vary by volume, Client mix, and delivery model.
How Firms Are Using CaseMark Today
Provider Intake To Delivery
Scenario: A production manager needs one place to track a deposition matter from uploaded sources through finished delivery.
With CaseMark: Create the matter, upload files and recordings, run work product, set recipients, deliver selected materials, and monitor activity.
Workflow: matter-first
Transcript Review And Certification
Scenario: A court reporter or reviewer needs to move from recording or uploaded media to a finished transcript.
With CaseMark: Review transcript text with source media nearby, clean speaker turns, verify terms, then certify or import the final transcript.
Control: reporter-led
Client Receives A Delivered Matter
Scenario: A paralegal needs to find a delivered deposition packet, preview the summary, and ask follow-up questions.
With CaseMark: Open the branded portal, search the matter, download delivered files, and ask matter-scoped questions without another file request.
Experience: self-service
Client-Specific Workflows
Scenario: A litigation support team serves law firms with different output preferences and delivery expectations.
With CaseMark: Use global workflows for firm standards and per-Client workflows for preferred summary, index, proceeding recap, exhibit, or bundle formats.
Preference: reusable
Built For
Court Reporting Firms
Keep the Client relationship under your brand while expanding from transcript delivery into a full matter experience.
Litigation Support Teams
See matter status, source readiness, active work, delivery controls, and Client engagement in one operational view.
Medical Records Retrieval Firms
Deliver medical records, chronologies, summaries, and client-ready files through a branded portal built for sensitive matter materials.
Client Admins And Litigation Teams
Receive matter materials in a branded portal with access groups, previews, downloads, chat, and new matter requests.
Frequently Asked Questions
Is this just a file portal?
No. The portal is the Client-facing delivery surface, but the Provider workspace also manages matters, source files, recordings, transcript review, generated work product, bundles, delivery controls, Client organizations, and activity.
What is the difference between the Provider workspace and the Client portal?
The Provider workspace is where your team produces and delivers matter work. The Client portal is where recipients view delivered materials, download files, ask questions, manage access, and request future matters.
Can Clients ask questions about delivered materials?
Yes. Clients can ask questions within a shared matter and can focus a question on a specific file from the file list or preview.
Are files sent as email attachments?
No. Delivery emails notify recipients that materials are ready, while the delivered files remain in the portal.
Can we use our own branding?
Yes. Providers can configure company name, logo, favicon, colors, support details, portal URL, custom portal domain, generated report presentation, and sender identity.
Can CaseMark support live proceedings and transcript review?
Yes. Providers can attach recordings to matters, review prepared transcript drafts, verify terms, certify transcripts, export finished work, or import already certified transcript files.
Can different Clients have different workflow preferences?
Yes. Providers can maintain global workflows for firm-wide standards and per-Client workflows for specific delivery preferences.
How does pricing work?
Court reporting packaging depends on transcript volume, delivery model, Client portal needs, and workflow mix. Use the pricing page for current pricing information, or request a demo so we can map the setup to your operation.
Give every matter a better path to delivery.
We will show you how CaseMark Source brings intake, file delivery, matter intelligence, repeatable work product, branded delivery, and Client collaboration into one workspace.