Workflow
Auth Packet Summary
Overview
CaseMark's Authorization Packet Summary skill automates the validation of the four essential client authorization forms in personal injury matters. It extracts key data from each form, validates completeness against a rigorous checklist, cross-references consistency across documents, and produces a formal memorandum confirming readiness for the investigation phase.
Reviewing client authorization packets is a tedious but critical step in personal injury onboarding. Paralegals and attorneys must manually check each of four forms for signatures, dates, scope, and mandatory fields — then cross-reference details across all documents. Missing or deficient authorizations can delay record requests by weeks and expose the firm to compliance risk.
CaseMark automates the entire authorization packet review process. The AI extracts and validates every required element from each form, cross-references data across all four documents for consistency, and flags deficiencies with specific remediation notes. The result is a consolidated checklist and formal memorandum delivered in minutes, giving your team confidence to move forward with discovery.