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.
This workflow is applicable across multiple practice areas and use cases
General litigation practices can apply this workflow across diverse case types to standardize intake procedures, ensure consistent conflict checking, and make data-driven case acceptance decisions.
The workflow's core functions—conflict analysis, viability assessment, and resource evaluation—are fundamental to intake processes across all litigation practice areas, making it broadly applicable to general litigation firms.
Commercial litigation firms need rapid case viability assessment and conflict checking for business disputes, contract claims, and partnership disagreements to determine case acceptance and resource allocation.
The workflow's conflict checking, viability assessment, and financial analysis components are directly applicable to evaluating commercial disputes, which require similar intake processes and profitability analysis as personal injury cases.
Employment litigation attorneys can use this workflow to quickly evaluate discrimination, wrongful termination, and wage-hour claims while checking conflicts against employer databases and assessing damages potential.
Employment cases require similar intake assessments including statute of limitations analysis, damages evaluation, and conflict checks, making this workflow highly transferable to employment litigation practice.
Family law practitioners can streamline intake for divorce, custody, and support cases by automating conflict checks and assessing case viability based on jurisdiction-specific criteria and client financial capacity.
Family law firms handle high-volume intake requiring consistent conflict checking and case evaluation against acceptance criteria, though the financial analysis may differ from contingency-based personal injury work.
Criminal defense attorneys can use this workflow to evaluate new client matters for conflicts, assess case strength based on evidence and charges, and determine resource requirements for effective representation.
While criminal defense has unique considerations, the conflict checking and case viability assessment components remain valuable for intake decisions, though financial analysis focuses on fee arrangements rather than damages potential.
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.
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.
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.
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.
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.