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Client Intake Summary

Streamline Corporate Client Intake in Minutes, Not Hours

10 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

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.

Use in Workspace

Best for ongoing matters

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

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

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Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Client Intake Summary

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Workflow

Client Intake Summary

Overview

CaseMark's Client Intake Summary skill transforms raw intake packets, consultation notes, and initial communications into a structured, evidence-tagged brief ready for attorney review and matter activation. The AI extracts client profiles, matter details, legal considerations, financial terms, and risk factors into a standardized format with clear urgency classification. Every unknown is flagged and every unverified legal point is marked for follow-up, ensuring nothing is overlooked during onboarding.

Corporate client onboarding involves synthesizing scattered intake forms, consultation notes, emails, and entity documents into a coherent brief—a tedious, error-prone process that can take hours. Critical details like deadlines, conflicts, and risk factors are easily overlooked when attorneys manually sift through disorganized intake packets under time pressure.

CaseMark's AI reads your entire intake packet and produces a structured, team-ready brief in minutes. Every section—from client profile to conflict status to risk assessment—is organized in a fixed, reviewable format with unknowns and verification points clearly flagged, so assigning attorneys can activate matters with confidence.

How it works

  1. 1. Upload your intake forms, consultation notes, and communications

  2. 2. AI analyzes and extracts client details, matter facts, risks, and deadlines

  3. 3. Review the structured intake brief with flagged unknowns and verification points

  4. 4. Export the team-ready brief in your preferred format (DOCX, PDF)

What you get

  • Executive Overview

  • Client Profile

  • Matter Snapshot

  • Preliminary Legal Considerations

  • Financial Notes

  • Risks and Red Flags

  • Conflicts and Ethics

  • Action Items and Deadlines

What it handles

  • Structured executive overview with urgency classification

  • Comprehensive client profile with contact and confidentiality details

  • Chronological matter snapshot with key parties and governing entities

  • Automated risk and red flag identification with severity ratings

  • Conflict and ethics check status tracking

  • Financial notes with standardized fee and billing analysis

Required documents

  • Intake Forms and Engagement Letters

    Client intake questionnaires, engagement letters, identity and contact information, and entity structure documents

    .pdf, .docx

  • Consultation Notes and Communications

    Emails, call notes, meeting summaries, and any preliminary documents from initial client communications

    .pdf, .docx, .txt

  • Conflict Check Data

    Firm CRM exports, conflict database results, or prior representation lists for conflict and ethics screening

    .pdf, .docx, .csv, .xlsx

Supporting documents

  • Corporate Governing Documents

    Articles of incorporation, bylaws, operating agreements, or other entity formation documents

    .pdf, .docx

  • Fee and Billing Framework

    Rate schedules, retainer agreements, budget proposals, or billing guidelines from the client

    .pdf, .docx

Why teams use it

Reduce intake processing time from hours to minutes while maintaining thoroughness

Ensure consistent, standardized intake briefs across all attorneys and practice groups

Automatically surface risks, red flags, and deadline-sensitive items that might be missed manually

Streamline conflict checking and ethics review with structured extraction of relevant data

Questions

What documents do I need to generate a client intake summary?

You'll need your intake forms, engagement letters, consultation notes, emails or call notes, and any conflict check data. CaseMark can work with partial packets and will clearly mark any missing information as 'Unknown' so nothing falls through the cracks.

How does CaseMark handle conflict and ethics checks?

CaseMark extracts conflict-relevant data from your intake materials and flags potential issues. If you upload your conflict database or prior representation list, it will cross-reference those inputs. Any gaps in conflict data are explicitly noted so your team can follow up.

Will the summary flag time-sensitive deadlines?

Yes. CaseMark automatically identifies and prioritizes deadlines, board dates, contract expirations, and statute of limitations flags from your intake materials, then classifies the matter's overall urgency level.

How does CaseMark handle incomplete or inconsistent intake information?

CaseMark marks every unknown field as 'Unknown' and flags unverified legal points with a [VERIFY] tag. Inconsistencies between documents are surfaced in the Risks and Red Flags section with severity ratings so attorneys can address them during review.

Can I customize the intake brief format for my firm's workflow?

CaseMark produces a standardized brief in a fixed section order designed for attorney review and matter activation. You can export to DOCX or PDF and adapt the output to match your firm's internal templates and routing procedures.

Is the intake summary suitable for all corporate matter types?

Yes. CaseMark's intake summary handles a wide range of corporate matters including governance, transactional, regulatory, and compliance matters. The AI adapts its analysis based on the specific facts and legal issues present in your intake materials.

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