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Case Viability Report

Screen PI Cases for Viability in Minutes, Not Hours

12 minutes with CaseMark

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Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

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Workflow

Case Viability Report

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Workflow

Case Viability Report

Overview

CaseMark's Case Viability Report automates the complex, time-intensive process of evaluating new personal injury matters for case acceptance. It produces a comprehensive internal memo covering conflict screening, legal viability, damages projection, and a clear accept/decline recommendation — all from your uploaded intake materials. What traditionally takes hours of attorney review is distilled into a structured, privilege-designated memo ready for partner review.

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, project damages, and weigh cost-benefit — all under time pressure. Missed conflicts or overlooked procedural bars can expose firms to malpractice risk, while slow intake processes mean lost clients.

CaseMark automates the entire PI intake evaluation workflow into a single, structured memo. Upload your intake summary, supporting documents, and conflict data, and CaseMark produces a comprehensive viability report with conflict analysis, legal merit assessment, damages projection, and a clear accept/decline recommendation — ensuring thorough, consistent evaluation of every prospective matter.

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 & Gap Analysis

  • Conflict of Interest Analysis

  • Legal Viability Assessment

  • Damages Projection & Cost-Benefit Analysis

  • Accept/Decline Recommendation & Executive Summary

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 and case value analysis

  • Accept/Decline/Defer recommendation with supporting rationale

  • Gap analysis identifying missing information and resolution paths

Required documents

  • Intake Summary

    Client information including name, adverse parties, incident date, injuries, and stated objectives

    .pdf, .docx, .txt

  • Supporting Documents

    Police reports, medical records, photographs, insurance correspondence, and other case-related documents

    .pdf, .docx, .jpg, .png

  • Conflict Database Export

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

    .pdf, .docx, .csv, .xlsx

Supporting documents

  • Fee Parameters

    Firm contingency rates, cost-advance policies, and minimum case value thresholds

    .pdf, .docx, .txt

  • Insurance Policy Information

    Available insurance coverage details for adverse parties

    .pdf, .docx

  • Prior Correspondence

    Any prior communications with the prospective client or adverse parties

    .pdf, .docx, .eml

Why teams use it

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

Catch potential conflicts of interest early with systematic screening against all parties, insurers, and witnesses

Never miss a statute of limitations deadline with automated SOL tracking and procedural bar identification

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

Questions

What types of cases does this skill evaluate?

CaseMark's Case Viability Report is designed specifically for personal injury litigation intake. It screens new PI matters for conflicts, legal merit, damages potential, and procedural bars to provide a comprehensive accept/decline recommendation.

How does the conflict check work?

CaseMark screens every person and entity mentioned in your intake materials — including prospective clients, adverse parties, insurers, adjusters, and witnesses — against your uploaded firm conflict data. It identifies conflict types under Rules 1.7, 1.9, 1.10, and 1.18, and flags whether conflicts are waivable.

Does the report check statute of limitations?

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 viability.

Is the generated memo privileged?

CaseMark designates the output as an internal privileged memo. However, you should review the privilege designation and ensure it aligns with your firm's policies and applicable jurisdiction rules regarding attorney work product and attorney-client privilege.

Can I customize the acceptance thresholds and fee parameters?

Yes. 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 cost-benefit analysis and recommendation.

How accurate is the accept/decline recommendation?

CaseMark provides a data-driven recommendation based on the documents you supply, but it is designed as a decision-support tool — not a replacement for attorney judgment. Every recommendation should be reviewed by a qualified attorney before final case acceptance or declination.

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