Tips for Success
Get the most out of CaseMark with these best practices
Organize by matter
Create separate matters for each case. This keeps documents organized and makes it easy to find what you need.
Use the AI Assistant
Chat with your documents to find specific information, extract key facts, or generate custom work product.
Save favorite workflows
Star your most-used workflows for quick access. Customize them with your preferred settings.
Invite your team
Collaborate with colleagues by inviting them to specific matters. Control permissions for each team member.
Learn as you go
Check out our help articles and video guides. Our support team is available via chat if you need help.