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Case Intake & Initial Fact Memo

Generate Case Intake Memos in Minutes, Not Hours

8 minutes with CaseMark

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

8 minutes with CaseMark

What you'll need

  • Client Intake Form
  • Initial Consultation Notes

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

Workflow

Overview

Preparing comprehensive case intake memos requires manually reviewing intake forms, organizing scattered facts chronologically, researching preliminary legal issues, and formatting everything into a professional memorandum. This administrative burden takes attorneys away from strategic case analysis and client counseling, often consuming 2-3 hours per new matter.

Preparing comprehensive case intake memos requires manually reviewing intake forms, organizing scattered facts chronologically, researching preliminary legal issues, and formatting everything into a professional memorandum. This administrative burden takes attorneys away from strategic case analysis and client counseling, often consuming 2-3 hours per new matter.

CaseMark automatically extracts client information from intake documents, organizes facts into chronological order, identifies preliminary legal issues, and generates a polished case intake memo in minutes. The AI cross-references your uploaded documents to ensure accuracy while maintaining proper legal memo formatting and structure.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Case Header

  • Client Information

  • Case Overview

  • Chronology of Facts

  • Initial Legal Issues

  • Attachments and Notes

What it handles

  • Case Header

  • Client Information

  • Case Overview

  • Chronology of Facts

  • Initial Legal Issues

  • Attachments and Notes

Required documents

  • Client Intake Form

    Completed intake questionnaire with client information, contact details, and initial case description

    .pdf, .docx, .doc

  • Initial Consultation Notes

    Attorney notes from the first client meeting outlining the dispute and client objectives

    .pdf, .docx, .txt

Supporting documents

  • Contracts or Agreements

    Relevant business contracts, agreements, or documents central to the dispute

    .pdf, .docx

  • Correspondence

    Email chains, letters, or communications between parties related to the matter

    .pdf, .eml, .msg

  • Supporting Evidence

    Invoices, receipts, photographs, or other documentary evidence provided by client

    .pdf, .jpg, .png

Why teams use it

Extract and organize client data from intake forms automatically with AI-powered document analysis

Generate chronological fact timelines from consultation notes and supporting documents in seconds

Identify preliminary legal issues with jurisdiction-specific research and citation verification

Reduce case intake documentation time from 2-3 hours to under 10 minutes per matter

Ensure consistent, professional memo formatting across all new client matters

Questions

How does CaseMark extract information from my intake forms?

CaseMark uses advanced AI to read and analyze your uploaded intake documents, automatically identifying client details, case facts, and relevant information. The system intelligently organizes this data into the appropriate memo sections, eliminating manual data entry and reducing errors.

Can I customize the case intake memo format for my firm?

Yes, CaseMark generates memos following standard legal formatting conventions, and the output can be edited and customized to match your firm's specific style guidelines. The AI provides a comprehensive first draft that you can refine as needed.

What if my client provided documents in different formats?

CaseMark accepts multiple file formats including PDFs, Word documents, emails, and images. The AI can extract relevant information from all uploaded documents simultaneously, creating a unified chronology and comprehensive case summary regardless of source format.

How accurate is the chronological fact timeline?

CaseMark cross-references dates and events across all uploaded documents to create an accurate timeline. The AI identifies temporal markers and sequences events logically, though attorneys should always review the output to ensure completeness and verify critical dates.

Does CaseMark identify applicable legal claims and defenses?

Yes, CaseMark analyzes the facts and identifies preliminary legal issues, potential claims, and defenses based on the case type and jurisdiction. The system can reference legal standards and provide initial research direction, giving you a head start on case strategy.

How long does it take to generate a case intake memo?

Most case intake memos are generated in 8-10 minutes, compared to 2-3 hours manually. Simply upload your intake forms and consultation notes, and CaseMark produces a comprehensive, formatted memorandum ready for review and filing.

Is my client information secure when using CaseMark?

Absolutely. CaseMark employs bank-level encryption and complies with legal industry security standards to protect confidential client information. All data is processed securely and remains under your firm's control at all times.

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