← All workflows

Case Viability Report

Screen PI Cases for Viability 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

  • Intake Summary
  • Supporting Documents
  • Conflict Database Export

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

Workflow

Overview

CaseMark's Case Viability Report automates the critical intake evaluation process for personal injury litigation. It screens conflicts against all parties and entities, assesses liability and damages, verifies statute of limitations compliance, and delivers a clear accept/decline recommendation—all in a single privileged memo.

Evaluating new personal injury cases for acceptance requires attorneys to manually screen conflicts across multiple databases, research statutes of limitations, assess liability across multiple theories, and project damages—a process that can take hours per case and is prone to oversight, especially during high-volume intake periods.

CaseMark automates the entire PI intake evaluation workflow into a single, comprehensive privileged memo. By analyzing your intake documents, supporting evidence, and conflict data simultaneously, CaseMark delivers a structured viability report with a clear recommendation, ensuring no conflict is missed and no deadline is overlooked.

How it works

  1. 1. Upload your intake summary, supporting documents, and conflict database

  2. 2. AI screens conflicts, analyzes liability, and checks statute of limitations

  3. 3. Review the comprehensive viability memo with accept/decline recommendation

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

What you get

  • Factual Summary with Chronological Narrative

  • Conflict of Interest Analysis

  • Legal Viability Assessment

  • Damages Projection & Cost-Benefit Analysis

  • Accept/Decline/Defer Recommendation

  • Executive Summary with Privilege Designation

What it handles

  • Automated conflict of interest screening against all parties and entities

  • Liability and causation analysis with element-by-element assessment

  • Statute of limitations and procedural bar verification

  • Damages projection with cost-benefit analysis

  • Accept/Decline/Defer recommendation with supporting rationale

  • Gap analysis identifying missing information and resolution paths

Required documents

  • Intake Summary

    Client intake form including client name, adverse parties, incident date, injuries sustained, and client objectives

    .pdf, .docx, .txt

  • Supporting Documents

    Police reports, medical records, photographs, insurance correspondence, and other evidence related to the incident

    .pdf, .docx, .jpg, .png

  • Conflict Database Export

    Firm conflict database or party list including current and former clients, pending matters, and related entities

    .pdf, .docx, .csv, .xlsx

Supporting documents

  • Fee Parameters

    Firm contingency rate schedules, cost-advance policies, and minimum case value thresholds for acceptance criteria

    .pdf, .docx, .txt

  • Insurance Policy Information

    Available insurance policy declarations pages showing coverage limits and policy terms

    .pdf, .docx

  • Prior Correspondence

    Any prior communications with the prospective client, insurance adjusters, or opposing parties

    .pdf, .docx, .eml

Why teams use it

Reduce intake evaluation time from hours to minutes with automated conflict screening and viability analysis

Catch potential conflicts of interest early with comprehensive party-by-party screening against firm databases

Never miss a statute of limitations deadline with automated SOL tracking and tolling analysis

Make data-driven case acceptance decisions with structured damages projections and cost-benefit calculations

Questions

What types of documents should I upload for the best results?

For optimal analysis, upload the client intake summary with party names and incident details, any supporting documents like police reports and medical records, and your firm's conflict database or party list. CaseMark will cross-reference all parties and entities to produce a thorough viability assessment.

How does CaseMark handle conflict of interest screening?

CaseMark screens every person and entity mentioned in your intake materials against the conflict data you provide. It identifies direct conflicts (Rule 1.7), former client conflicts (Rule 1.9), imputed conflicts (Rule 1.10), and prospective client conflicts (Rule 1.18), and assesses whether each is waivable with a proposed cure.

Does the report check statute of limitations issues?

Yes. CaseMark automatically identifies applicable statutes of limitations based on the incident date, jurisdiction, and claim types. It flags any approaching deadlines and notes tolling arguments or procedural bars that could affect case timing.

What recommendation formats does the report provide?

CaseMark issues one of four recommendations: ACCEPT, ACCEPT WITH CONDITIONS, DECLINE, or DEFER. Each recommendation includes detailed supporting rationale, risk factors, and any conditions or next steps required before proceeding.

Is the generated memo protected by attorney-client privilege?

CaseMark designates the output as an internal privileged memo by default. However, privilege protection depends on how your firm handles and distributes the document. We recommend reviewing your firm's privilege protocols before sharing.

Can I customize the analysis for my firm's fee parameters and case value thresholds?

Absolutely. You can include your firm's contingency rates, cost-advance policies, and minimum case value thresholds in the intake materials. CaseMark will incorporate these parameters into the damages projection and cost-benefit analysis to align recommendations with your firm's criteria.

Related

30b6 Corporate Rep

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

30b6 Deposition

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

Abstract of Judgment

Draft Judgment Abstracts in Minutes, Not Hours