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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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Workflow

Legal Research

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Workflow

Legal Research

Overview

CaseMark's Legal Research skill provides a structured, repeatable AI-powered workflow that guides attorneys from initial issue framing through authority collection, synthesis, and pre-filing verification. It transforms ad hoc research into a documented, filing-ready process with a complete research trail. The result is more thorough analysis completed in a fraction of the time.

Legal research is one of the most time-intensive tasks in legal practice. Attorneys often start without a clear framework, chase secondary sources before confirming primary authority, and struggle to maintain organized research trails. Without a systematic approach, critical authorities are missed, counterarguments go unidentified, and last-minute filing updates become chaotic scrambles.

CaseMark's Legal Research skill imposes a proven six-step methodology on every research task, ensuring nothing falls through the cracks. From precise issue framing and jurisdiction scoping to authority synthesis and pre-filing verification, the AI guides attorneys through each phase while automatically documenting a complete research trail ready for filing or peer review.

How it works

  1. 1. Upload your legal issue brief, case documents, or research questions

  2. 2. AI frames the issue, scopes the jurisdiction, and structures the research workflow

  3. 3. Review the synthesized rule statements, authority hierarchy, and identified gaps

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

What you get

  • Issue Framework & Legal Question Definition

  • Jurisdiction & Forum Scope Analysis

  • Primary Authority Collection Summary

  • Persuasive & Secondary Authority Analysis

  • Synthesized Rule Statement with Authority Hierarchy

  • Research Trail & Citation Log

  • 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 authority collection across constitutions, statutes, regulations, and case law

  • Persuasive and secondary authority expansion for doctrinal gaps

  • Rule synthesis with authority hierarchy, splits, and counterarguments

  • Filing-ready research trail with full source documentation

Required documents

  • Legal Issue Brief

    A description of the legal question, relevant facts, and the relief or outcome being sought

    .pdf, .docx, .txt

  • Case Documents

    Relevant pleadings, motions, or other case filings that provide context for the research

    .pdf, .docx

Supporting documents

  • Prior Research Memoranda

    Any existing research memos or notes on the legal issue to build upon

    .pdf, .docx

  • Local Rules or Standing Orders

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

    .pdf, .docx

  • Opposing Party Briefs

    Briefs or memoranda from opposing counsel to identify authorities and arguments to address

    .pdf, .docx

Why teams use it

Eliminate missed authorities with a systematic workflow that prioritizes controlling primary sources before expanding to persuasive and secondary materials

Build comprehensive research trails automatically, documenting every source consulted, its relevance, jurisdiction, and verification date

Surface circuit splits, counterarguments, and doctrinal gaps that strengthen your legal analysis and reduce the risk of surprises

Save hours on pre-filing updates with structured checklists that ensure all authorities and local rules are current

Questions

How does CaseMark structure the legal research process?

CaseMark follows a proven six-step workflow: issue framing, forum scoping, primary authority collection, persuasive authority expansion, rule synthesis, and pre-filing updates. This ensures comprehensive, methodical research every time.

Can CaseMark handle research across multiple jurisdictions?

Yes. CaseMark identifies the governing jurisdiction, controlling court level, and procedural posture for your issue. It structures the authority hierarchy accordingly and can compare competing approaches across jurisdictions.

Does CaseMark replace legal research databases like Westlaw or LexisNexis?

CaseMark complements your existing research tools by organizing and synthesizing your research workflow. It helps you frame issues, prioritize authorities, identify gaps, and document a complete research trail that you can populate with sources from any database.

How does CaseMark help identify risks and counterarguments?

During the synthesis phase, CaseMark surfaces circuit splits, competing authorities, factual distinctions, and open questions. This helps you anticipate opposing arguments and identify areas requiring additional research before filing.

Can I use this for pre-filing citation verification?

CaseMark includes a pre-filing update checklist that prompts you to recheck controlling authorities, confirm current statutory text, verify local rules, and record the date of your final update. For dedicated citation verification, CaseMark also offers a separate authority-verification skill.

What types of legal matters does this research workflow support?

CaseMark's legal research workflow is practice-area agnostic. Whether you're working on litigation, regulatory compliance, transactional matters, or appellate briefs, the structured methodology adapts to any legal question requiring systematic research.

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