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Case Viability & Conflict Check Report

Instant Case Viability and Conflict Analysis Reports

8 minutes with CaseMark

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Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

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Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

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Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

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Workflow

Case Viability & Conflict Check Report

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Workflow

Case Viability & Conflict Check Report

Overview

Manually evaluating case viability requires hours of research across statutes, precedents, firm databases, and ethical rules. Intake coordinators struggle to consistently apply acceptance criteria while juggling conflict checks, liability assessments, and damage calculations—often delaying critical accept/reject decisions.

Evaluating new personal injury cases requires hours of conflict checking, legal research, and financial analysis before you can make an informed decision. Incomplete assessments risk ethical violations, unprofitable engagements, or missed opportunities. Manual case viability reports drain senior attorney time that could be spent on billable work.

CaseMark generates comprehensive case viability and conflict check reports in minutes, not hours. Upload your intake materials and receive a thorough analysis covering conflicts, legal merit, statute of limitations, damages potential, and financial viability—culminating in a clear, well-supported recommendation to accept or decline.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Case Overview

  • Conflict Check

  • Viability Assessment

  • Financial and Resource Analysis

  • Recommendations

  • Conclusion and Signatures

What it handles

  • Case Overview

  • Conflict Check

  • Viability Assessment

  • Financial and Resource Analysis

  • Recommendations

  • Conclusion and Signatures

Required documents

  • Intake Summary or Client Questionnaire

    Initial client intake form, questionnaire responses, or summary documenting the prospective client's matter, including parties involved, key dates, and factual background

    PDF, DOCX, TXT

Supporting documents

  • Supporting Documentation

    Medical records, police reports, contracts, correspondence, photographs, or other evidence provided by the prospective client

    PDF, DOCX, JPG, PNG

  • Client Communications

    Email exchanges, text messages, or notes from phone conversations with the prospective client

    PDF, EML, MSG, TXT

  • Firm Case Acceptance Criteria

    Internal firm guidelines or policies outlining case acceptance standards, minimum damages thresholds, or practice area priorities

    PDF, DOCX

Why teams use it

Reduce case evaluation time from 2.5 hours to 8 minutes with AI-powered analysis

Ensure consistent application of firm acceptance criteria across all intake decisions

Automated conflict checking against firm databases and ABA Model Rules

Comprehensive viability assessment including liability, damages, and statute of limitations

Data-driven recommendations with citations to relevant legal authorities and precedents

Questions

What information do I need to provide for a case viability report?

At minimum, you need an intake summary or questionnaire documenting the prospective client's matter, including the parties involved, key dates, and factual background. Optional supporting documents like medical records, police reports, or client communications will enhance the analysis. CaseMark extracts relevant details from your uploaded materials to conduct the comprehensive evaluation.

How does CaseMark identify conflicts of interest?

CaseMark systematically extracts all individuals, entities, and subject matters from your intake materials that could trigger conflicts under the Model Rules of Professional Conduct. The analysis identifies direct conflicts, positional conflicts, and imputed conflicts, then evaluates whether each is waivable through client consent or constitutes a non-waivable conflict. You'll receive specific guidance on which clients or matters are affected and what remedial measures may be available.

Can CaseMark calculate statute of limitations deadlines?

Yes. CaseMark identifies the applicable statute of limitations based on the jurisdiction and cause of action, determines when the limitations period began to run, analyzes any tolling provisions that may apply, and calculates the exact filing deadline. If the statute has expired or will expire soon, the report evaluates whether equitable exceptions or procedural mechanisms could preserve the claim.

How does the financial viability analysis work?

CaseMark projects the attorney hours and hard costs required through each phase of litigation, calculates fee projections based on your proposed fee arrangement, and compares the total investment against potential recovery. The analysis considers likelihood of success, collectability of any judgment, and opportunity costs. You'll see whether the matter aligns with your firm's profitability requirements and resource capacity.

What if the case presents a close call on acceptance?

CaseMark transparently presents competing considerations for borderline cases and identifies what additional information would clarify the decision. The report specifies whether a follow-up conversation with the prospective client could resolve uncertainties, whether monitoring legal developments might help, or whether conditional acceptance subject to preliminary investigation is appropriate. You'll have the analysis needed to make an informed judgment call.

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