We’re here to help! If you need help, we’re here for you.

Please check out our product FAQs and video tutorials below. Our chat support (the blue icon at the bottom right of your screen) is available weekdays, 9am-5pm PST. We make every effort to answer email inquiries within 24 hours, and often do so within a matter of minutes.
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Support services

FAQ

Our most frequently asked product questions are listed below. You can view a complete list of FAQs here.
Q

My workflow is taking longer than 30 minutes to process. What should I do?

A

Summaries should process within a few minutes and not longer than 30 minutes.

First, ensure that you’ve uploaded a PDF or TXT file. You can upload up to 6 files at a time. Each file must be less than 128 MB or 1,000 pages.

Retry with just one file. If this does not work, please contact us and we will help troubleshoot the issue.

Q

My summary failed or I was charged for a summary that didn’t complete. What should I do?

A

Please contact us with the name of the file / summary and the error listed on screen. We will credit your account and troubleshoot the issue.

Q

How do I delete a summary, chat session or my account?

A

You can delete a summary and the files associated with it by clicking on "Documents" from the left side navigation. You will see a list of your current documents. On the far-right side is a column labeled "Actions." Select the trash can icon to permanently delete your file.

You can delete your account by clicking on your name on the bottom left side of the app dashboard. Select “manage account” and then “security.” The choice to “Delete account” is listed in red at the bottom of the page.

Q

Is there a size or page limit for uploaded transcripts?

A

Yes. The maximum number of concurrent file uploads is 6. The max file size is 128 MB. This often translates to around ~1000 pages per file.

Q

What summary should I use?

A

Page line summary:
Use this to quickly scan facts.A 5:1 page line summary is 5 pages reduced to 1 page. 10:1 is 10 pages reduced to 1 page. If you have a 200-page document, a 5:1 would be 40 pages (more content, longer), and a 10 to 1 would be 20 pages (much more condensed).

Narrative summary:
Use this to help you remember the story of the case. A narrative summary tells a story in chronological order.

Case summary / matter summary:
Use this for a concise overview of the case or matter for internal use within a law firm. A case summary contains a written summary of the basic components of the decision made about a case. A matter summary has broader use in capturing a client's legal issue or situation. Think of a case summary as a chapter summary in a law textbook, focusing on a specific legal battle. A matter summary is like a project summary for a client's individual legal issue.

Trial and hearing summary:
Use this to understand the final outcome of a trial or hearing OR the outcome from the day.

A trial and hearing summary gives you a quick view of the relevant aspects of a trial or hearing

Q

How do I use Chat?

A

After completing a summary, you might want to ask specific questions of the document(s) you summarized. Our chat allows you to securely query the documents you uploaded to CaseMark.

You can:
-plan next steps such as “what are the next 5 questions I might ask in a directed deposition given this testimony?”
-extract specific information from the documents such as “how many times was CFRA leave requested?”-ask questions about these documents in natural language, such as “what were the circumstances of the plaintiff’s dismissal.”
-translate content,-ask the same question about several documents.
Being specific in your questioning will generate the best results. You can learn more about how to prompt via LegalPromptGuide.

Q

What is a 10:1 or a 5:1 summary?

A

A 10:1 summary is 10 pages of a document reduced to 1 page. This would make a 200 page document just 20 pages long. A 5:1 summary reduces 5 pages to 1 page.

Q

Pronouns are not showing up correctly within a summary.

A

This is a known issue with AI in general. There are five reasons why this error occurs in the major LLM technologies: the algorithms are trained on data with gender imbalances; the algorithms are trained on narrow genres of data; the datasets are not correctly labeled; domain experts were not consulted; and there are underlying linguistic differences between masculine and feminine pronouns in English.

AI needs context to understand gender. When context is lacking, AI falls back on English grammar conventions, which is why the plural “they” is used. This article explains the grammar issues in detail. CaseMark is focusing our development efforts on our core product, rather than this issue found in multiple LLMs.

Support resources

Video tutorials

4 min
This 4 minute tour will give you an overview of how the CaseMark Workflow tools seamlessly integrate to streamline your daily work.
2 min
See how to quickly upload your deposition transcript and then get a summary generated in just a few minutes.

LegalPromptGuide

Learn how to improve how you use prompts within CaseMark’s chat feature.