Preparing comprehensive case intake memos requires manually reviewing intake forms, organizing scattered facts chronologically, researching preliminary legal issues, and formatting everything into a professional memorandum. This administrative burden takes attorneys away from strategic case analysis and client counseling, often consuming 2-3 hours per new matter.
Preparing comprehensive case intake memos requires manually reviewing intake forms, organizing scattered facts chronologically, researching preliminary legal issues, and formatting everything into a professional memorandum. This administrative burden takes attorneys away from strategic case analysis and client counseling, often consuming 2-3 hours per new matter.
CaseMark automatically extracts client information from intake documents, organizes facts into chronological order, identifies preliminary legal issues, and generates a polished case intake memo in minutes. The AI cross-references your uploaded documents to ensure accuracy while maintaining proper legal memo formatting and structure.
This workflow is applicable across multiple practice areas and use cases
Employment litigation cases require detailed intake memos documenting discrimination, harassment, or wrongful termination claims with chronological fact patterns and initial legal issue identification.
Employment cases heavily rely on chronological timelines of workplace events and require the same structured intake process with client forms, consultation notes, and supporting evidence like employment contracts and correspondence.
Personal injury intake requires organizing accident details, medical chronologies, and liability assessments into structured memos for case evaluation and potential settlement negotiations.
PI cases demand efficient intake processing with fact timelines, client information extraction, and preliminary legal issue identification to quickly assess case viability and damages.
Family law matters like divorce, custody, or support cases require comprehensive intake memos documenting relationship history, financial details, and custody timelines for case strategy development.
Family law practitioners handle high-volume intakes requiring consistent documentation of client information, chronological relationship events, and initial legal issues across divorce, custody, and support matters.
Real estate disputes involving contract breaches, landlord-tenant issues, or property damage require structured intake memos with transaction timelines and contract analysis.
Real estate litigation cases benefit from automated extraction of property details, contract terms, and chronological dispute timelines from intake forms and supporting documents like leases and correspondence.
IP litigation intake for trademark, patent, or copyright disputes requires organizing infringement timelines, ownership documentation, and preliminary validity assessments into professional memos.
IP litigation cases require detailed fact chronologies of alleged infringement, analysis of agreements and correspondence, and initial legal issue identification that align perfectly with this workflow's capabilities.
CaseMark uses advanced AI to read and analyze your uploaded intake documents, automatically identifying client details, case facts, and relevant information. The system intelligently organizes this data into the appropriate memo sections, eliminating manual data entry and reducing errors.
Yes, CaseMark generates memos following standard legal formatting conventions, and the output can be edited and customized to match your firm's specific style guidelines. The AI provides a comprehensive first draft that you can refine as needed.
CaseMark accepts multiple file formats including PDFs, Word documents, emails, and images. The AI can extract relevant information from all uploaded documents simultaneously, creating a unified chronology and comprehensive case summary regardless of source format.
CaseMark cross-references dates and events across all uploaded documents to create an accurate timeline. The AI identifies temporal markers and sequences events logically, though attorneys should always review the output to ensure completeness and verify critical dates.
Yes, CaseMark analyzes the facts and identifies preliminary legal issues, potential claims, and defenses based on the case type and jurisdiction. The system can reference legal standards and provide initial research direction, giving you a head start on case strategy.
Most case intake memos are generated in 8-10 minutes, compared to 2-3 hours manually. Simply upload your intake forms and consultation notes, and CaseMark produces a comprehensive, formatted memorandum ready for review and filing.
Absolutely. CaseMark employs bank-level encryption and complies with legal industry security standards to protect confidential client information. All data is processed securely and remains under your firm's control at all times.