Viability Conflict Check Report

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

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

Intake Summary
Conflict Database Results
Supporting Documents

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

This skill produces a comprehensive pre-filing litigation intake memo that combines conflict screening, legal and procedural viability analysis, and economic triage into a single partner-ready document. It transforms raw intake data into a structured accept-or-decline recommendation backed by conflict classification, cause-of-action mapping, and projected case economics.

Pre-filing intake decisions require partners to synthesize conflict database results, legal research on multiple causes of action, procedural deadline calculations, and economic projections—often across fragmented documents and emails. This manual process is time-intensive, inconsistent across attorneys, and prone to overlooking critical risks that surface only after engagement.

CaseMark automates the heavy lifting of litigation intake triage by extracting party data, classifying conflicts under applicable ethical rules, mapping each cause of action's viability, and running economic projections against your firm's thresholds. The result is a structured, partner-ready memo with a clear accept, decline, or conditional recommendation—delivered in minutes instead of days.

How it works

1. Upload your intake summary, supporting documents, and conflict database records
2. AI extracts parties, claims, timelines, and runs conflict classification analysis
3. Review the generated viability assessment, conflict findings, and economic triage
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 / Conditional Recommendation

What it handles

Automated conflict screening against party names, 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
Accept, decline, or conditional-accept recommendation with risk scoring
Waiver analysis under Model Rules 1.7, 1.9, 1.10, and 1.18

Required documents

Intake Summary
Narrative summary of alleged facts, dates, parties, claims, and claimed damages
.pdf, .docx, .txt
Conflict Database Results
Output from your firm's conflict search including current clients, former clients, and pending matters
.pdf, .docx, .csv, .xlsx
Supporting Documents
Complaint drafts, police reports, medical records, contracts, or correspondence related to the prospective matter
.pdf, .docx

Supporting documents

Firm Policy Guidelines
Written firm thresholds for minimum merit, minimum projected value, conflict tolerance, and approved fee models
.pdf, .docx
Prior Engagement Letters
Existing engagement or retainer agreements with parties that may create conflict issues
.pdf, .docx
Jurisdictional Research
Any preliminary legal research on applicable statutes of limitations, venue rules, or local ethical rules
.pdf, .docx

Why teams use it

Consolidate conflict checks, legal viability, and economic analysis into one structured memo instead of three separate workflows

Reduce intake-to-decision turnaround from days to minutes with AI-powered extraction and classification

Ensure consistent application of firm policy thresholds and ethical rules across every new matter evaluation

Surface hidden risks—timeline expirations, imputed conflicts, evidence gaps—before the firm commits resources

Questions

What types of conflicts does the report identify?

CaseMark classifies every conflict hit into five categories: direct current-client conflicts, former-client duty conflicts, positional inconsistencies, imputed conflicts, and prospective-client issues. Each is assessed as non-waivable, waivable with informed consent, or no impediment.

Does the report analyze statutes of limitations?

Yes. CaseMark computes SOL deadlines based on accrual dates, tolling arguments, and jurisdiction-specific rules, flagging any claims at risk of expiration so your team can act quickly.

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 so the memo reflects your specific acceptance criteria.

Is this a substitute for running our actual conflict database?

No. CaseMark structures and analyzes the conflict data you provide, but you should still run your firm's official conflict database search and upload the results. The AI organizes, classifies, and applies ethical-rule analysis to those results.

What ethical rules does the conflict analysis reference?

The report uses ABA Model Rules 1.7, 1.9, 1.10, and 1.18 as the baseline framework and flags where governing-jurisdiction equivalents may differ, so attorneys can verify against local rules.

Who should review the final memo before acting on it?

CaseMark generates a draft for partner-level review. A supervising attorney should verify all conflict findings, legal conclusions, and the accept-or-decline recommendation before any engagement decision is made.