← All workflows

Bulk Document Extraction Review

Extract Data from Document Sets in Minutes, Not Hours

12 minutes with CaseMark

Run this workflow

Run it in CaseMark

Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

  • Legal Document Set

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Bulk Document Extraction & Review skill transforms large sets of legal documents into structured, reviewable tables — turning days of manual document review into minutes of AI-powered analysis. Each document becomes a row, each extraction question becomes a column, and every data point is linked back to its source with precise citations.

Reviewing large sets of legal documents — whether for due diligence, compliance audits, or portfolio analysis — requires attorneys to manually read each document, extract key terms, and organize findings into spreadsheets or reports. This process is extraordinarily time-consuming, error-prone, and difficult to scale, often consuming weeks of associate time on a single transaction.

CaseMark automates the entire extraction workflow by processing each document against your defined questions and producing organized tables with source citations. The AI adapts to any document type, proposes intelligent column sets when needed, and delivers cross-document analysis that surfaces patterns and risks across your full collection — all in a fraction of the time manual review would require.

How it works

  1. 1. Upload your document set — contracts, agreements, filings, correspondence, or mixed collections

  2. 2. Define your extraction questions or let AI propose a standard column set based on document type

  3. 3. AI processes each document, extracting structured data into an organized table with source citations

  4. 4. Review the completed extraction table, cross-document analysis, and export in your preferred format (DOCX, PDF, CSV)

What you get

  • Column Design & Extraction Schema

  • Structured Extraction Table

  • Source Citations & References

  • Cross-Document Analysis & Findings

  • Summary Report & Key Observations

What it handles

  • Automated column design based on document type with verbatim, classification, date, numeric, and list extraction

  • Bulk extraction across unlimited documents with each document as a row and custom questions as columns

  • Source citations linking every extracted data point back to the original document language

  • Standard extraction templates for contracts, NDAs, leases, employment agreements, and regulatory filings

  • Cross-document analysis identifying patterns, outliers, risks, and inconsistencies across the full dataset

  • Export-ready tabular output for integration into due diligence reports, compliance summaries, and portfolio analyses

Required documents

  • Legal Document Set

    The collection of legal documents to be reviewed and extracted — contracts, agreements, correspondence, filings, or any other legal documents

    .pdf, .docx, .doc, .txt

Supporting documents

  • Extraction Template or Question List

    A list of specific extraction questions or column definitions to apply to each document

    .pdf, .docx, .xlsx, .csv

  • Review Instructions or Checklist

    Specific review guidelines, compliance checklists, or due diligence protocols to guide the extraction

    .pdf, .docx

Why teams use it

Reduce document review time by up to 90% compared to manual extraction across large document sets

Ensure consistency and completeness with standardized extraction columns applied uniformly to every document

Identify risks, outliers, and patterns across your entire document portfolio with cross-document analysis

Maintain full auditability with source citations linking every extracted data point to the original document language

Questions

What types of documents can I process in bulk?

CaseMark handles virtually any legal document type including contracts, NDAs, leases, employment agreements, regulatory filings, correspondence, and mixed data room collections. The AI adapts its extraction approach based on the document type you specify.

Do I need to define the extraction columns myself?

No. If you don't provide extraction questions, CaseMark automatically proposes a standard column set tailored to your document type. For example, contracts get columns for parties, dates, financial terms, termination provisions, and more. You can always customize the columns to fit your specific needs.

How does CaseMark handle documents with different formats and structures?

CaseMark's AI processes each document individually, adapting to varying formats, clause structures, and terminology. Whether your documents are standardized templates or highly varied, the AI extracts the requested data points and normalizes them into a consistent tabular format.

Can I trace extracted data back to the original document language?

Yes. Every extracted data point includes source citations that reference the specific language and location in the original document. This allows you to verify accuracy and drill into the underlying text during your review.

How many documents can I process at once?

CaseMark is designed for bulk processing and can handle large document sets typical of due diligence data rooms, lease portfolios, and compliance audits. The AI scales to process your full document collection efficiently.

What output formats are available?

CaseMark supports multiple output formats including structured tables, narrative reports, and exportable files in DOCX, PDF, and CSV formats. This makes it easy to integrate results into due diligence reports, board presentations, or compliance documentation.

Related

30b6 Corporate Rep

Master 30(b)(6) Depositions in Minutes, Not Hours

30b6 Deposition

Draft & Defend 30(b)(6) Depositions in Minutes

Abstract of Judgment

Draft Judgment Abstracts in Minutes, Not Hours