← All workflows

Viability Conflict Check Report

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

12 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

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.

Use in Workspace

Best for ongoing matters

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

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Viability Conflict Check Report

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Viability Conflict Check Report

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, conflict records, and supporting documents into a structured accept-or-decline recommendation aligned with your firm's policies and ethics obligations.

Pre-filing intake decisions require partners to manually cross-reference conflict databases, research statutes of limitations, evaluate multiple causes of action, and run economic projections—often across dozens of pages of raw documents. This labor-intensive process creates bottlenecks, increases the risk of missed conflicts or blown deadlines, and delays revenue-generating engagement decisions.

CaseMark automates the entire pre-filing intake workflow by ingesting your intake summary, conflict records, and supporting documents, then producing a structured memo that covers conflict classification, legal viability, procedural risks, and economic triage. The result is a partner-ready accept-or-decline recommendation delivered in minutes, ensuring consistent and defensible intake decisions across your firm.

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 & Fee-Model Evaluation

  • 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 recovery and fee-model evaluation

  • 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

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

    .pdf, .docx, .txt

  • Conflict Database Records

    Firm client-matter records or conflict search results covering current clients, former clients, and pending matters

    .pdf, .docx, .csv, .xlsx

  • Supporting Documents

    Complaint drafts, police reports, medical records, contracts, correspondence, or other evidence relevant to the matter

    .pdf, .docx

Supporting documents

  • Firm Policy Guidelines

    Written firm policies on minimum merit thresholds, minimum projected case value, conflict tolerance, and approved fee models

    .pdf, .docx

  • Jurisdiction-Specific Ethics Rules

    Local rules of professional conduct or ethics opinions that supplement or differ from the ABA Model Rules

    .pdf, .docx

Why teams use it

Reduce intake-to-decision turnaround from days to minutes with automated conflict screening and viability analysis

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

Ensure no case slips through the cracks with built-in statute of limitations tracking and procedural gatekeeper checks

Standardize your firm's intake process with consistent, policy-driven accept-or-decline recommendations

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 arguments, and notice periods, flagging 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 incorporates these thresholds directly into the accept-or-decline recommendation.

How does CaseMark handle the economic triage portion?

CaseMark analyzes disclosed and inferred damages, projects potential recovery ranges, and evaluates the matter against your contemplated fee model—whether contingency, hourly, flat, or hybrid—to determine whether the case meets your firm's economic criteria.

Is the conflict analysis based on current ethics rules?

CaseMark's analysis uses the ABA Model Rules 1.7, 1.9, 1.10, and 1.18 as a baseline framework and flags where governing-jurisdiction equivalents may differ. All outputs should be verified against your jurisdiction's specific rules.

Who should review the final memo before acting on it?

CaseMark generates a partner-ready draft, but the memo is designed for human review. A supervising partner or ethics counsel should verify conflict classifications, legal conclusions, and the accept-or-decline recommendation before any engagement decision is made.

Related

30b6 Corporate Rep

Master 30(b)(6) Depositions in Minutes, Not Hours

30b6 Deposition

Draft & Defend 30(b)(6) Depositions in Minutes

Abstract of Judgment

Draft Judgment Abstracts in Minutes, Not Hours