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Client Memo

A document for client communication matters

8 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.

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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.

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

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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 Memo

Step 1 · Deliver to

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Workflow

Client Memo

Overview

Attorneys spend hours drafting client memoranda that balance technical legal accuracy with accessibility for non-lawyer audiences. The challenge intensifies when managing multiple matters, tight deadlines, and the need to search through extensive case files while ensuring all relevant facts and legal authorities are properly incorporated and cited.

Attorneys spend hours drafting client memoranda that balance technical legal accuracy with accessibility for non-lawyer audiences. The challenge intensifies when managing multiple matters, tight deadlines, and the need to search through extensive case files while ensuring all relevant facts and legal authorities are properly incorporated and cited.

CaseMark automates client memorandum creation by analyzing your matter files, extracting key facts, and structuring comprehensive legal analysis in clear, business-friendly language. Generate professional memoranda that communicate complex legal issues, strategic recommendations, and actionable next steps while maintaining technical precision and proper citation formatting.

How it works

  1. 1. Upload Documents

    Upload your matter files

  2. 2. AI Analysis

    CaseMark analyzes your documents using advanced AI

  3. 3. Review Results

    Review and download your completed client memo

What you get

  • Header (Client, Matter, Date, Subject)

    Generated header (client, matter, date, subject)

  • Executive Summary

    Generated executive summary

  • Background

    Generated background

  • Legal Analysis

    Generated legal analysis

  • Strategic Options & Recommendations

    Generated strategic options & recommendations

  • Next Steps & Action Items

    Generated next steps & action items

  • Information Gaps & Requests

    Generated information gaps & requests

What it handles

  • Feature 1

    Reduce memo drafting time from hours to minutes with AI-powered document analysis

  • Feature 2

    Maintain technical accuracy while translating legal jargon into client-friendly language

  • Feature 3

    Ensure consistent structure and quality across all client communications

  • Feature 4

    Automatically extract key facts, dates, and parties from uploaded case files

  • Feature 5

    Generate properly cited legal analysis with current statutory and case law

Required documents

  • Matter Files

    Core case files, contracts, or documents related to the legal matter requiring client communication

    .pdf, .docx, .txt

Supporting documents

  • Previous Correspondence

    Prior emails, letters, or communications with the client regarding this matter

    .pdf, .docx, .msg, .eml

  • Supporting Legal Research

    Existing case law, statutory analysis, or legal research relevant to the matter

    .pdf, .docx

  • Corporate Documents

    Bylaws, articles of incorporation, board resolutions, or governance documents

    .pdf, .docx

Questions

How does CaseMark ensure the client memo is accurate and complete?

CaseMark thoroughly searches all uploaded matter files, contracts, and correspondence to extract relevant facts, dates, and details. The system integrates current legal authority through targeted research and structures the analysis to address all key issues systematically. You maintain full review and editing control to verify accuracy before delivery to clients.

Can I customize the tone and format of the client memorandum?

Yes, CaseMark generates memoranda following standard professional formats with clear sections including executive summary, background, analysis, and recommendations. The tone balances technical precision with accessibility for non-lawyer audiences. You can further customize the output to match your firm's style preferences and specific client needs.

What types of corporate matters work best with this tool?

The Client Memo tool excels at corporate governance matters, compliance issues, transactional analysis, contract reviews, regulatory updates, and strategic advisory communications. It's particularly valuable for matters requiring synthesis of multiple documents and translation of complex legal concepts into actionable business recommendations.

How does this differ from a traditional legal memo?

Client memoranda focus on accessibility and actionability for non-lawyer audiences, using plain language while maintaining legal accuracy. Unlike internal legal memos written for attorneys, client memos emphasize business implications, strategic options, and clear recommendations. CaseMark structures the document to build client confidence and facilitate informed decision-making rather than purely legal analysis.

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