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Viability Conflict Check Report

Accept-or-Decline Intake Memos in Minutes, Not Hours

12 minutes with CaseMark

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2. Upload the files you want analyzed.

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Viability Conflict Check Report

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Viability Conflict Check Report

Overview

CaseMark's Viability & Conflict Check Report automates the critical pre-filing intake process by combining conflict screening, legal and procedural viability analysis, and economic triage into a single partner-ready memorandum. Instead of spending hours manually cross-referencing conflict databases, researching limitations periods, and estimating case value, attorneys receive a structured accept-or-decline recommendation backed by thorough analysis.

Pre-filing intake is one of the most time-intensive and risk-laden tasks at a litigation firm. Attorneys must manually search conflict databases, research procedural deadlines, evaluate the merits of each potential cause of action, and estimate whether the economics justify engagement—all before a single billable hour is logged. Mistakes at this stage can lead to ethics violations, missed deadlines, or unprofitable matters that drain firm resources.

CaseMark automates the entire pre-filing intake workflow into a single, structured memorandum. By analyzing your intake documents, conflict records, and firm policy thresholds simultaneously, CaseMark delivers a comprehensive accept-or-decline recommendation that covers conflict classification, legal viability, procedural risks, and economic merit—giving partners everything they need to make an informed engagement decision in minutes.

How it works

  1. 1. Upload your intake summary, supporting documents, and conflict records

  2. 2. AI screens for conflicts, analyzes legal viability, and evaluates economic merit

  3. 3. Review the structured memo with conflict classifications and risk assessments

  4. 4. Export the partner-ready intake memo in your preferred format (DOCX, PDF)

What you get

  • Evidence Intake Summary

  • Conflict Analysis & Classification

  • Legal & Procedural Viability Assessment

  • Economic Triage & Case Valuation

  • Accept / Decline Recommendation

What it handles

  • Automated conflict screening against parties, aliases, and related entities

  • Statute of limitations and procedural gatekeeper analysis

  • Cause-of-action viability mapping with strengths, weaknesses, and evidence gaps

  • Economic triage with projected case value and fee-model assessment

  • Partner-ready accept/decline recommendation with risk classification

  • Waivability assessment aligned to Model Rules 1.7, 1.9, 1.10, and 1.18

Required documents

  • Intake Summary

    Summary of alleged facts, dates, parties, claims, and claimed damages for the prospective matter

    .pdf, .docx, .txt

  • Conflict Database Records

    Firm client-matter records and conflict search results for all parties and related entities

    .pdf, .docx, .csv, .xlsx

  • Supporting Documents

    Complaint drafts, police reports, medical records, contracts, or correspondence related to the matter

    .pdf, .docx

Supporting documents

  • Firm Policy Guidelines

    Documented firm thresholds for minimum merit, minimum projected value, and conflict tolerance

    .pdf, .docx

  • Fee Model Proposal

    Details of the contemplated fee arrangement including contingency percentages, hourly rates, or hybrid structures

    .pdf, .docx

  • Jurisdictional Ethics Rules

    Governing jurisdiction's professional conduct rules if they differ from ABA Model Rules

    .pdf, .docx

Why teams use it

Reduce intake processing time from hours to minutes with automated conflict screening and viability analysis

Minimize ethics exposure by systematically classifying every conflict hit against Model Rules standards

Make confident engagement decisions with integrated economic triage and projected case valuations

Standardize your firm's intake process with consistent, thorough memos for every prospective matter

Questions

What types of conflicts does the report identify?

CaseMark identifies direct current-client conflicts, former-client duty conflicts, positional inconsistencies, imputed conflicts, and prospective-client issues. Each hit is classified as a non-waivable barrier, waivable with informed consent, or no impediment.

Does the report account for statute of limitations deadlines?

Yes. CaseMark computes statute of limitations clocks based on accrual dates, tolling provisions, and notice periods. The report flags deadline risks with uncertainty notes so your team never misses a critical filing window.

Can I customize the firm policy thresholds used in the analysis?

Absolutely. You provide your firm's minimum merit standards, minimum projected case value, conflict tolerance levels, and preferred fee model. CaseMark applies these thresholds to generate a recommendation tailored to your firm's criteria.

How does the economic triage work?

CaseMark evaluates disclosed and inferred damages, projected litigation costs, and your contemplated fee structure to estimate net case value. This economic analysis helps partners make data-driven accept-or-decline decisions.

Is the conflict analysis aligned with specific ethics rules?

CaseMark's baseline framework references ABA Model Rules 1.7, 1.9, 1.10, and 1.18, and flags where governing-jurisdiction equivalents may differ. You should always verify against your specific jurisdiction's rules.

Who typically reviews the final memo?

The report is structured as an internal memorandum designed for partner-level approval. It provides the conflict screening, viability assessment, and economic analysis partners need to make a confident engagement decision.

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