What you'll receive
Creating thorough client intake summaries requires hours of reviewing scattered documents, notes, and correspondence, then organizing information into actionable formats. Legal teams waste valuable billable time consolidating intake forms, consultation notes, and communications while risking missed details or inconsistencies that could impact the client relationship.
Creating thorough client intake summaries requires hours of reviewing scattered documents, notes, and correspondence, then organizing information into actionable formats. Legal teams waste valuable billable time consolidating intake forms, consultation notes, and communications while risking missed details or inconsistencies that could impact the client relationship.
CaseMark automatically analyzes all intake materials and generates comprehensive, well-structured client summaries in minutes. Our AI extracts key information, identifies legal issues, flags conflicts, and organizes everything into professional summaries that enable your team to hit the ground running on new matters.
This workflow is applicable across multiple practice areas and use cases
M&A attorneys need structured intake processes to capture deal parameters, parties, transaction structure, and preliminary due diligence requirements when onboarding new clients.
M&A matters involve complex client relationships and deal structures that require comprehensive intake documentation to properly scope engagements and manage matter lifecycles.
Litigation practices require systematic client intake to capture case details, conflict checks, and matter setup for new disputes and lawsuits.
All litigation matters begin with client intake processes that need documentation of claims, parties, and preliminary case assessment, making this workflow universally applicable across litigation types.
Estate planning attorneys use client intake to gather family information, asset details, beneficiary designations, and client objectives for comprehensive estate plan development.
Estate planning requires detailed client information gathering about personal circumstances, assets, and wishes, making structured intake summaries essential for matter management.
Employment litigation requires detailed intake to capture employee information, workplace incidents, claims basis, and relevant employment documentation for case assessment.
Employment disputes involve specific factual details about workplace relationships and incidents that must be systematically captured during client intake for effective case management.
Regulatory practices need intake processes to document compliance issues, regulatory bodies involved, and client's regulatory history when onboarding new matters.
Regulatory matters require careful documentation of client circumstances, applicable regulations, and compliance objectives during intake to properly scope legal services.
CaseMark analyzes all your intake documents—forms, consultation notes, emails, and preliminary materials—to extract key information like client details, legal issues, objectives, and timelines. The AI then organizes this information into a comprehensive, professionally structured summary that includes matter descriptions, legal considerations, risk assessments, and recommended next steps. You receive a complete intake summary ready for attorney review in minutes.
The summary includes an executive overview, complete client profile with contact information, detailed matter description with factual background, key parties and timeline, client objectives, preliminary legal considerations and jurisdictional issues, information gaps requiring follow-up, fee discussions, risk assessment, and recommended next steps. All information is organized into clearly labeled sections that provide immediate value to the legal team taking on the matter.
Yes, CaseMark generates comprehensive summaries following legal best practices, and the structured output can be adapted to your firm's specific formatting preferences. The AI ensures all critical elements are captured consistently across matters while maintaining the flexibility to emphasize aspects most important to your practice area or client management approach.
CaseMark automatically identifies parties involved, potential conflicts of interest, and red flags from intake materials, creating a clear section highlighting these concerns. The AI flags inconsistencies, unrealistic expectations, jurisdictional issues, and statute of limitations concerns, enabling you to address potential problems before engagement. This proactive risk identification protects your firm and improves client screening.
Absolutely. CaseMark handles all client intake information with strict confidentiality and security protocols appropriate for sensitive legal materials. Your intake documents and generated summaries are protected with enterprise-grade encryption, and we never use your client data for any purpose other than generating your requested summaries. All processing complies with legal industry security standards.