Intelligence under your brand.
Clients get a matter overview, suggested questions, and cited answers from a portal that carries your name, not a vendor's dashboard.
CaseMark Source
Case intelligence, delivered under your name.
CaseMark Source gives court reporting and litigation support firms one platform to prepare the record, understand the matter, and serve clients through their own branded portal. Clients get cited answers and finished work products from your firm. You keep the production, the catalog, and the relationship.
One platform, three ways to serve your clients
Source helps your firm deliver intelligence your clients can use, give reporters their hours back, and turn the client portal into revenue your firm keeps.
Certification to package in one pass.
Certify once and produce all twelve transcript and litigation-support formats as a single organized bundle, with exhibit indexes and clips in the same matter.
A catalog clients order from.
Summaries, chronologies, and captioned clips become work products clients request directly, priced and billed the way you choose.
Trusted by court reporting and litigation support firms including
Pillar one: intelligence
Give every client case intelligence that carries your name
Your clients should not have to leave your portal, or your brand, to understand their matter. Source builds the overview, suggests the questions, and answers from the record with citations. You decide what each client sees.
01
A matter overview that builds itself
Source reviews the files in the matter and prepares an overview: an event timeline across incident, medical, litigation, and proceedings, the dates ahead, and a plain-language brief of the matter. The overview updates as source files are added, and each event points back to the files that mention it. Share it with the client, preview exactly what they will see, or make it private.
Explore client matter intelligence02
Suggested questions. Cited answers.
Lexi, Source's autonomous agent, reviews the matter files and suggests the questions worth asking. Ask about a single file, a selection, or the whole matter, and every answer links back to the pages it came from. Interrogate up to 50 transcripts in one matter to find testimony, compare witnesses, and surface contradictions, with page-and-line citations your team and your clients can verify.
Evidence from wherever it lives.
Upload from your computer, import from Google Drive or Dropbox, or add a ZIP. Source works with PDF, Word, PowerPoint, spreadsheets, images, email, audio, and video.
Private by default.
Client-created matters start private. Your firm gets access through a separate grant, and clients choose which files and reports to share back.
Your firm decides what clients see.
Share the overview, selected deliverables, and chat access by organization, group, or individual. Preview the portal as the client before anything goes live.
Clips, when you want clients to make them.
Production stays with your firm by default. Enable it, and clients can create and edit their own captioned clips.
Pillar two: 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.
Explore transcript bundles03
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.
Explore deposition video synchronizationThe output is the same certified work product your firm already sells. It takes less desk time to produce.
Pillar three: 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
880+ 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. If you choose, enable clip creation and editing for your clients.
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.
Clients ask about a single file, a selection, or the whole matter, with suggested questions and 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
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, starting from questions Lexi suggests after reviewing the matter files. Answers link back to the underlying material, and your firm decides who has access.
Does Source build a matter overview automatically?
Yes. Source reviews the files in a matter and prepares an event timeline and a plain-language brief, and updates the overview as files are added. Your firm can preview the client view, share the overview, or keep it private.
Can we import files from Google Drive or Dropbox?
Yes. You can also upload from your computer or add a ZIP. Source works with PDF, Word, PowerPoint, spreadsheets, images, email, audio, video, and many other formats.
Is Source an alternative to the AI tools reporting vendors give their clients?
Source lets your firm deliver its own client-facing intelligence, including the matter overview, suggested questions, cited answers, and requestable work products, under your brand and your domain, instead of sending clients to a vendor's dashboard. Certification stays reporter controlled.
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.
Can Source analyze multiple transcripts at once?
Yes. Source can interrogate up to 50 transcripts in one matter, compare testimony across witnesses or proceedings, and return answers with page-and-line citations to the underlying record.
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?
Yes, if you enable it. Production is controlled by your firm by default, and a provider can allow clients to create and edit clips. Certified transcripts and bundles are produced by your firm, and clients receive 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 a client's view: the matter overview, cited answers, and your service catalog inside a branded portal.