Workflow Platform

Workflow by CaseMark is a cutting-edge platform designed to empower attorneys by automating repetitive tasks. At its core, it uses customizable prompt templates, seamlessly integrates with popular data platforms, and employs advanced AI models for enhanced operations. Prioritizing privacy and security, it delivers efficiency without compromising data integrity.
Workflow helps legal teams focus on what matters most. From initial case evaluation to verdict, we offer summarizes, narratives, and chronologies to help litigators effectively focus their story and surface that facts that best support their case.
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The most AI-powered legal summary options.

The only legal summary provider customized to your needs.

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Legal summaries across the litigation lifecycle

Transform lengthy legal documents into brief summaries, narratives, and chronologies, emphasizing major facts, arguments, and verdicts. CaseMark’s platform is designed to streamline legal document preparation and review, from case evaluation, to the initial filing, through the delivery of a verdict. Here’s how we help.

Initial case evaluation

Collect & summarize

  • Discovery document summaries: In the pre-trial phase, discovery documents can be voluminous. Summaries of these documents help legal teams focus on the most relevant information, such as key evidence or witness statements, to streamline case preparation.
  • Page-line deposition & Narrative deposition summaries: Automate the creation of page-line and narrative deposition summaries, extracting crucial statements, key witness testimonies, and relevant evidence.

Investigation and evidence gathering

Request & summarize

  • Personal injury claim analysis: Generate structured reports from personal injury claim documents, pinpointing injury details, involved parties, and estimated claims. This includes:
  • Insurance policy summary: Offering an overview of the terms, coverage, exclusions, and conditions of insurance policies, these summaries are essential for policyholders and insurers to understand policy implications quickly. Comparison of policies for changes.
  • Insurance claim summary: These documents provide an overview of claims made under insurance policies, Summarizes the claimant's case, the response from the insurer, and the final decision or ongoing status. They are useful for both insurers and policyholders.
  • Medical narrative and medical chronology: Generate medical chronologies or medical narratives from digital medical records giving the ability to summarize any gaps in coverage and organizing patient care quickly and securely.

Demand letter and negotiation

Prepare or respond to demand

  • Demand letter and negotiation preparation: Prepare a demand letter, demand package, exhibit lists and proposed settlement based on other legal documents.

Pre-trial discovery

Exchange data with opposing counsel

  • Expert witness report summaries: Summaries of expert witness reports condense the detailed findings and opinions of experts into key points that are relevant to the case at hand, making them easier to reference during legal proceedings.

Mediation, Arbitration or ADR

Participate in dispute resolution

  • Alternative Dispute Resolution (ADR) Outcomes, Mediation or Arbitration Summary: These documents outline the discussions and outcomes of arbitration or mediation sessions, providing a brief overview of the resolution process and its results.

Hearing and Trial

Trial preparation

  • Generate a trial summary from court transcripts. Our trial summaries include cover key points, motions in line, challenges, motions, opening statements, rebuttals, jury instructions, closings, and verdicts. Choose from daily summaries or a summary including the final verdict.
  • Hearing summaries capture a condensed overview of arguments, key points and opinions, evidence, testimony, submissions, direct and cross examination and the decision.

Settlement and verdict

Final verdict or settlement

  • Settlement Agreements: While not summaries of other documents, settlement agreements can be considered summary documents of negotiations and terms agreed upon between parties to resolve a dispute outside of court.
  • Court Order Summaries: Following a court decision, the relevant orders can be extensive and complex. Summaries of these orders provide a digestible overview of the obligations, rights, and deadlines imposed by the court.
  • Judgment Summaries: These documents summarize the final decision of a court, outlining the rationale, key findings, and implications. They are used by lawyers and legal scholars to quickly grasp the outcome and significance of a case.

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Automated custom summaries that make sense

CaseMark helps you do what you already do, only faster.
We don't make you change how you work or the way you create your summaries. With custom summaries, we can use your existing output templates to make legal content review more efficient and affordable.
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Beyond litigation

Do you wish there was a faster way to find critical information within legal documents? There probably is- with CaseMark’s custom summaries. Here are a few ways we can help.

Immigration support letters

Generate compelling immigration supporting letters leveraging websites and provided documents that facilitate the process of immigration.

Intellectual property portfolio reports

Generates reports summarizing the status, renewal dates, and potential infringement risks within clients' intellectual property portfolios.

Divorce Settlement Summaries

Summarizes the terms agreed upon in divorce settlements, including asset division, child custody, and alimony.

Employee agreement summaries

Break down employee contracts to highlight non-compete clauses, benefits, and termination procedures, making the onboarding process smoother and more informed.

Legal research summaries

Summarize legal research findings, highlighting key arguments, supporting case law, and relevant statutes.

Maritime law case summaries

These provide concise overviews of cases in maritime law, including issues related to shipping, maritime accidents, and jurisdictional disputes, relevant for parties involved in maritime operations.