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Intake Summary

Structured Client Intake Summaries in Minutes, Not Hours

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

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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Workflow

Intake Summary

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Workflow

Intake Summary

Overview

CaseMark's Client Intake Summary skill transforms raw intake forms, consultation notes, and initial client communications into a structured, source-cited corporate matter overview ready for attorney review. It extracts client profiles, matter details, timelines, legal considerations, financial discussions, and risk indicators—all mapped back to their original sources. This eliminates hours of manual organization and ensures nothing critical is missed during new matter onboarding.

Corporate client intake involves synthesizing information scattered across intake forms, handwritten consultation notes, email chains, and attachments. Attorneys and paralegals spend hours manually organizing this information, cross-referencing sources, and identifying gaps—time that delays matter onboarding and increases the risk of overlooking critical details or red flags.

CaseMark's AI reads all intake materials simultaneously, extracts and organizes every relevant fact into a structured summary with full source citations, and flags risks, inconsistencies, and missing information. The result is a comprehensive, attorney-ready intake summary produced in minutes that standardizes onboarding and ensures nothing falls through the cracks.

How it works

  1. 1. Upload intake forms, consultation notes, emails, and any initial client communications

  2. 2. AI extracts and organizes key facts, parties, timelines, and legal considerations with source citations

  3. 3. Review the structured intake summary, verify flagged risks, and refine follow-up questions

  4. 4. Export the completed intake summary in your preferred format (DOCX, PDF)

What you get

  • Executive Overview

  • Client Profile

  • Matter Description

  • Timeline of Key Events

  • Preliminary Legal Considerations

  • Financial Discussions

  • Risks & Red Flags

  • Follow-Up Questions & Next Steps

  • Source Map

What it handles

  • Executive overview with urgency assessment and source citations

  • Structured client profile with entity details and stakeholder mapping

  • Comprehensive matter description with business context and prior actions

  • Chronological timeline of key events extracted from all intake materials

  • Risk and red flag identification including inconsistencies and complexity indicators

  • Auto-generated follow-up questions and immediate next steps

Required documents

  • Intake Forms

    Completed client intake questionnaires or forms with entity details, contact information, and matter description

    .pdf, .docx

  • Consultation Notes

    Notes from initial client consultations, meetings, or phone calls documenting the matter scope and client objectives

    .pdf, .docx, .txt

Supporting documents

  • Client Emails & Correspondence

    Initial email exchanges or letters between the client and the firm providing additional context or documents

    .pdf, .docx, .eml

  • Supporting Attachments

    Any documents referenced or provided by the client during intake, such as bylaws, operating agreements, or prior counsel correspondence

    .pdf, .docx

Why teams use it

Reduce intake processing time from hours to minutes while maintaining thoroughness and accuracy

Ensure every fact in the summary is traceable to its source document for easy verification

Automatically surface risks, red flags, and inconsistencies that might be overlooked in manual review

Standardize your firm's intake process with consistent, comprehensive summaries across all new corporate matters

Questions

What types of intake documents can I upload?

CaseMark accepts intake forms, consultation notes, emails, letters, and attachments in PDF, DOCX, and common text formats. The AI processes all uploaded materials together to build a comprehensive, unified intake summary.

How does source mapping work in the intake summary?

Every factual statement in the CaseMark-generated summary includes a source tag referencing the specific document, page, or email date where the information was found. This ensures full traceability and makes attorney verification fast and reliable.

Can this handle multiple entity types and jurisdictions?

Yes. CaseMark's intake summary skill automatically identifies entity types, formation states, and operational jurisdictions from your uploaded materials. It flags jurisdiction questions and governance instruments relevant to the matter.

How does CaseMark identify risks and red flags?

CaseMark analyzes intake materials for inconsistencies, credibility concerns, unclear authority or standing, complexity indicators, and unrealistic client expectations. These are surfaced in a dedicated Risks & Red Flags section for immediate attorney attention.

Will the summary include financial and billing information?

Yes. If fee structures, retainer amounts, budget constraints, or billing preferences are discussed in the intake materials, CaseMark extracts and organizes them into a dedicated Financial Discussions section with source citations.

Can I customize the output sections for my firm's workflow?

CaseMark's output follows a comprehensive template covering all critical intake areas. You can review, edit, and tailor the generated summary before exporting to match your firm's specific onboarding requirements.

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