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Legal Research

Complete Legal Research Workflows in Minutes, Not Hours

12 minutes with CaseMark

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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.

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

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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.

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Workflow

Legal Research

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Workflow

Legal Research

Overview

CaseMark's Legal Research skill provides a repeatable, structured workflow that guides attorneys from initial issue framing through authority collection, synthesis, and pre-filing verification. It transforms scattered research efforts into organized, filing-ready work product with a fully documented research trail.

Legal research is one of the most time-intensive tasks in legal practice. Attorneys often struggle with unstructured approaches—starting with secondary sources, losing track of what they've checked, missing controlling authority, or filing briefs based on outdated citations. Without a repeatable process, critical gaps go unnoticed until it's too late.

CaseMark's Legal Research skill imposes a proven, repeatable workflow on every research project. It guides you from precise issue framing through jurisdiction scoping, hierarchical authority collection, rule synthesis, and pre-filing updates—producing a documented research trail that ensures nothing is missed and every citation is current.

How it works

  1. 1. Upload your case documents and describe the legal issue or question

  2. 2. AI frames the issue, scopes the jurisdiction, and identifies relevant authority categories

  3. 3. Review the synthesized rule statements, authority hierarchy, and risk analysis

  4. 4. Export your filing-ready research trail and work product (DOCX, PDF)

What you get

  • Issue Framework & Factual Assumptions

  • Jurisdiction & Forum Scope

  • Primary Authority Collection

  • Persuasive & Secondary Authority Analysis

  • Synthesized Rule Statement & Authority Hierarchy

  • Risk Assessment, Splits & Counterarguments

  • Research Trail Documentation

  • Pre-Filing Update Checklist

What it handles

  • Structured issue framing with elements, standards, and factual assumptions

  • Jurisdiction and forum scoping with court-level identification

  • Primary and persuasive authority collection and prioritization

  • Rule synthesis with authority hierarchy and competing approaches

  • Pre-filing authority verification and update tracking

  • Documented research trail with source provenance and dates

Required documents

  • Case Documents

    Pleadings, briefs, complaints, or other case filings that define the legal issues and factual context

    .pdf, .docx, .txt

  • Issue Description

    A written description of the legal question, relevant facts, and requested relief

    .pdf, .docx, .txt

Supporting documents

  • Existing Research Memos

    Prior research memoranda or notes to build upon or audit

    .pdf, .docx

  • Collected Authorities

    Cases, statutes, or regulations already identified for inclusion in the analysis

    .pdf, .docx

  • Local Rules or Standing Orders

    Applicable local court rules or standing orders that may affect the analysis

    .pdf, .docx

Why teams use it

Eliminate missed authorities with systematic primary-to-persuasive collection hierarchy

Build defensible research trails with automatic source provenance and date tracking

Identify doctrinal splits, counterarguments, and open questions before opposing counsel does

Reduce malpractice risk with structured pre-filing authority verification checklists

Questions

What types of legal issues can this skill handle?

CaseMark's legal research skill works across all practice areas and jurisdictions. Whether you're researching statutory interpretation, constitutional questions, regulatory compliance, or case law analysis, the structured workflow adapts to your specific legal question.

Does CaseMark replace legal research databases like Westlaw or Lexis?

CaseMark complements your existing research tools rather than replacing them. It provides a structured workflow to organize, prioritize, and synthesize the authorities you've gathered, ensuring nothing falls through the cracks and your research trail is fully documented.

How does the authority prioritization work?

CaseMark follows a hierarchical approach, starting with controlling primary authority—constitutions, statutes, regulations, and binding case law—before expanding to persuasive and secondary sources. This ensures your analysis is grounded in the strongest available authority for your jurisdiction and court level.

Can I use this for research across multiple jurisdictions?

Yes. CaseMark's forum scoping step identifies the governing jurisdiction, controlling court level, and procedural posture. You can run separate analyses for different jurisdictions and compare competing approaches across circuits or state courts.

How does the pre-filing update feature work?

Before you rely on the research work product, CaseMark generates a checklist to recheck controlling authorities, confirm current statutory and regulatory text, verify local rules, and record the date of the final update—helping you avoid citing overruled or amended authority.

Is the research trail exportable for work product documentation?

Absolutely. CaseMark preserves every search query, source consulted, relevance rationale, jurisdiction, court level, and date checked. The complete research trail exports as a structured document you can include in your file or share with colleagues.

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