Drafting attorney representation agreements manually is time-consuming and error-prone. Attorneys spend hours researching ABA compliance requirements, customizing standard clauses, and ensuring all necessary provisions are included—time that could be spent on billable client work or case strategy.
Creating comprehensive attorney representation agreements is time-consuming and requires careful attention to state bar requirements, fee arrangement details, and scope limitations. Attorneys spend hours drafting engagement letters from scratch or adapting templates that may not address case-specific circumstances, risking omissions that could lead to fee disputes or ethical violations.
CaseMark automatically generates fully customized, state bar-compliant attorney representation agreements tailored to your specific litigation matter. Simply upload your client information and case details, and receive a comprehensive engagement letter that addresses all ethical requirements, clearly defines scope and fees, and establishes proper expectations for the attorney-client relationship.
This workflow is applicable across multiple practice areas and use cases
General litigation practitioners across all dispute types need standardized, ABA-compliant engagement letters for establishing attorney-client relationships regardless of specific case type.
This workflow is fundamentally designed for litigation engagement letters and applies universally to any litigation practice area, making it highly relevant for general litigation practitioners handling diverse case types.
Commercial litigation attorneys need standardized engagement agreements for business disputes, breach of contract cases, and partnership disputes requiring formal representation.
The workflow explicitly targets commercial litigation in its personas and keywords, and engagement letters are essential for all commercial litigation client relationships with similar fee structures and scope provisions.
Employment litigation attorneys representing employees or employers in discrimination, wrongful termination, or wage disputes need compliant engagement letters with clear fee and scope provisions.
Employment litigation shares similar engagement letter requirements as personal injury, including contingency fee arrangements, scope of representation, and client responsibility provisions.
Real estate litigation attorneys representing clients in property disputes, landlord-tenant conflicts, and construction defect cases need standardized engagement agreements with clear fee structures.
Real estate litigation requires formal representation agreements with similar components including scope definition, fee arrangements, and termination provisions applicable across litigation contexts.
Family law attorneys handling divorce, custody, and support litigation require detailed engagement agreements outlining scope, fees, and client responsibilities for emotionally complex cases.
Family law practitioners need robust engagement letters to manage client expectations and define representation scope, with similar ABA compliance requirements and termination provisions as other litigation areas.
You'll need basic client information including full legal name and contact details, a description of the litigation matter including case type and parties involved, your fee structure and billing rates, and the retainer amount. If a lawsuit has already been filed, include the case caption and number. CaseMark will extract this information from uploaded documents or intake forms and generate a customized agreement addressing all necessary terms.
Yes, CaseMark incorporates state-specific requirements for attorney fee agreements including mandatory disclosures, fee arbitration rights, and ethical rule compliance. The agreement includes all elements required for enforceability such as scope of representation, fee structure details, cost provisions, and client acknowledgments. However, you should review the final document to ensure it reflects any recent rule changes and your specific practice requirements.
The tool supports all common fee structures including hourly billing, contingency fees, flat fees, and hybrid arrangements. For contingency cases, the agreement will include detailed fee calculation provisions, examples showing how fees are computed, and disclosures about cost deductions. You simply specify your fee structure and rates, and CaseMark generates the appropriate provisions with all required contingency fee disclosures.
The generated agreement includes comprehensive scope provisions that clearly define the specific matter covered, the services included, and explicit exclusions for related claims, appeals, and other matters not part of the engagement. It establishes that representation is limited to the identified litigation matter and requires written amendments for any expansion of scope, protecting you from uncompensated work while setting clear client expectations.
CaseMark generates a fully editable document that you can customize further in your word processor. The agreement is structured with clear sections and formatting that make it easy to add firm-specific provisions, adjust language to match your preferences, or incorporate special terms negotiated with the client. You maintain complete control over the final document while benefiting from a comprehensive, compliant foundation.