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.