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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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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

Intake Summary

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Workflow

Intake Summary

Overview

CaseMark's Intake Summary skill transforms raw client intake materials—forms, consultation notes, emails, and attachments—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 organized in a consistent format with full source traceability.

Corporate client intake is a time-intensive process that requires attorneys and staff to manually sift through forms, notes, and communications to piece together a coherent matter overview. Critical details are often scattered across multiple documents, leading to missed information, inconsistent onboarding quality, and delayed matter initiation.

CaseMark's AI-powered Intake Summary skill automatically consolidates all intake materials into a comprehensive, source-cited summary structured for immediate attorney review. By extracting client profiles, matter details, timelines, risks, and financial discussions into a standardized format, it ensures nothing is overlooked and every new matter starts on solid footing.

How it works

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

  2. 2. AI extracts and organizes key facts with source citations across all documents

  3. 3. Review the structured intake summary with client profile, matter details, risks, and next steps

  4. 4. Export the finalized 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

  • Immediate 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 with source references

  • Risk and red flag identification with follow-up question generation

  • Financial discussion summary including fee structure and billing preferences

Required documents

  • Intake Forms

    Completed client intake questionnaires or forms with entity and matter details

    .pdf, .docx

  • Consultation Notes

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

    .pdf, .docx, .txt

Supporting documents

  • Client Communications

    Initial emails, letters, or other correspondence with the client regarding the matter

    .pdf, .docx, .eml

  • Supporting Attachments

    Governance documents, organizational charts, or other materials provided by the client during intake

    .pdf, .docx

Why teams use it

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

Ensure consistent, structured onboarding across every new corporate matter with standardized output

Identify risks, red flags, and information gaps early with automated follow-up question generation

Maintain full source traceability with every factual statement linked back to the original document

Questions

What types of intake documents can I upload?

CaseMark accepts intake forms, consultation notes, emails, letters, and any supporting attachments in PDF, DOCX, and common document formats. The AI processes all uploaded materials together to build a comprehensive 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 communication date where the information was found. This ensures full traceability and makes attorney review efficient and reliable.

Can this handle intake for different types of corporate matters?

Yes. CaseMark's intake summary skill is designed for corporate governance, entity formation, shareholder disputes, and related corporate matters. It adapts its analysis based on the specific issues and jurisdiction signals found in your intake materials.

What happens when information is missing from the intake documents?

CaseMark flags missing fields as 'Unknown' and automatically generates targeted follow-up questions to help you gather the information needed before proceeding. This ensures nothing falls through the cracks during onboarding.

How accurate is the AI-generated intake summary?

CaseMark's AI extracts facts directly from your source documents and cites every claim, making it easy to verify accuracy. The summary is designed for initial attorney review—not to replace professional judgment—so you maintain full control over the final work product.

Is my client data secure when using CaseMark?

CaseMark employs enterprise-grade encryption and security protocols to protect all uploaded documents and generated summaries. Your client data is never used to train AI models, ensuring full confidentiality and compliance with professional obligations.

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