What you'll receive
Creating accurate asset and liability summaries requires hours of document review, cross-referencing financial statements, categorizing hundreds of line items, and ensuring every valuation is properly sourced. Manual preparation is time-consuming, error-prone, and takes valuable attorney time away from case strategy and client counseling.
Creating accurate asset and liability summaries requires hours of document review, cross-referencing financial statements, categorizing hundreds of line items, and ensuring every valuation is properly sourced. Manual preparation is time-consuming, error-prone, and takes valuable attorney time away from case strategy and client counseling.
CaseMark automatically analyzes all financial documents to extract, categorize, and summarize assets and liabilities with complete source citations. Generate court-ready financial summaries in minutes with proper categorization, net worth calculations, and flagged discrepancies—all formatted to professional legal standards.
This workflow is applicable across multiple practice areas and use cases
Asset and liability summaries are essential for divorce proceedings to ensure equitable distribution of marital property and determine spousal/child support obligations.
Family law attorneys are explicitly listed as target personas and divorce asset valuation is a primary keyword, making this workflow critical for property division and support calculations.
Bankruptcy asset schedules require comprehensive documentation of all assets and liabilities for Chapter 7 and Chapter 13 filings and adversary proceedings.
Bankruptcy attorneys are target personas and bankruptcy asset schedule is explicitly mentioned in keywords, making this workflow essential for petition preparation and litigation.
Personal injury attorneys use asset and liability summaries to assess client financial positions for settlement negotiations and to demonstrate economic impact of injuries.
Personal injury attorneys are listed as target personas, and understanding a client's complete financial picture is crucial for settlement strategy and demonstrating damages.
Business litigation attorneys use asset and liability summaries in financial disputes to establish parties' financial positions and support claims for damages or fraudulent transfers.
Business litigation attorneys are listed as target personas, and financial disclosure analysis is critical for commercial disputes involving financial matters and business valuations.
Lenders and borrowers require comprehensive asset and liability summaries for loan applications, creditworthiness assessments, and collateral documentation.
Financial disclosure analysis with bank statements, investment accounts, and debt statements directly supports underwriting decisions and loan documentation requirements.
CaseMark extracts information directly from your uploaded financial documents with source citations for every value. The system flags discrepancies and missing information for your review. While CaseMark significantly accelerates the analysis process, attorneys should review the output to ensure it meets their specific case requirements and professional standards.
Yes, CaseMark analyzes ownership documentation and acquisition dates to categorize assets as separate property, community property, or jointly held. The system identifies ownership structure based on document language and flags items that may require legal determination. This is particularly valuable in divorce proceedings where property characterization is critical.
This tool is essential for divorce and family law matters, estate planning and probate cases, bankruptcy filings, business valuations and dissolution, financial litigation, and settlement negotiations. Any case requiring a comprehensive financial snapshot benefits from automated document analysis and structured summary generation.
CaseMark identifies and categorizes complex assets including business ownership interests, intellectual property, retirement accounts, and investment portfolios. For items requiring professional appraisal, the system flags them for expert valuation and notes the valuation method used in source documents. Tax implications for retirement accounts and other specialized assets are highlighted in the recommendations section.
The summary is generated in a comprehensive, professionally structured format that meets standard legal documentation requirements. The detailed categorization and source citations can be easily adapted to specific court forms or filing requirements. All financial data is presented in consistent currency format with proper decimal precision for immediate use in legal filings.