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Client Intake Summary / Questionnaire

Automate Client Intake Summaries in Minutes, Not Hours

8 minutes with CaseMark

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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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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

Client Intake Summary / Questionnaire

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Workflow

Client Intake Summary / Questionnaire

Overview

Manually processing client intake forms is tedious and error-prone. Attorneys and paralegals spend hours extracting data from questionnaires, cross-referencing insurance documents, validating policy numbers, and reformatting information into structured summaries. Missing fields and data entry errors can delay case initiation and create compliance risks.

Creating thorough client intake summaries requires hours of manual data extraction, verification across multiple documents, and careful organization of personal, medical, accident, and insurance information. Missing details or inconsistencies discovered later can derail case strategy, while disorganized intake data slows down every subsequent phase of litigation.

CaseMark automatically extracts and structures all critical information from intake forms and supporting documents into a comprehensive, professionally formatted summary. The system cross-references data across sources, flags inconsistencies, identifies missing information, and generates a complete case foundation document ready for attorney review in minutes.

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

  • Personal Information

  • Accident Details

  • Injuries and Symptoms

  • Medical History

  • Insurance Coverage

  • Prior Legal History

  • Document Checklist

  • Missing Information Flags

What it handles

  • Personal Information

  • Accident Details

  • Injuries and Symptoms

  • Medical History

  • Insurance Coverage

  • Prior Legal History

  • Document Checklist

  • Missing Information Flags

Required documents

  • Completed Client Intake Form

    Primary intake questionnaire completed by client with personal information, accident details, and injury descriptions

    PDF, DOCX, Scanned Image

  • Government-Issued Identification

    Driver's license, passport, or state ID for identity verification and accurate personal details

    PDF, JPG, PNG

Supporting documents

  • Insurance Declaration Pages

    Current insurance policies showing coverage, policy numbers, carriers, and limits

    PDF, DOCX

  • Police or Accident Reports

    Official incident reports from law enforcement or other authorities

    PDF, Scanned Image

  • Preliminary Medical Records

    Emergency room records, initial treatment notes, or diagnostic imaging reports

    PDF, DOCX

  • Incident Scene Photographs

    Photos of accident scene, vehicle damage, or visible injuries

    JPG, PNG, PDF

  • Prior Legal Correspondence

    Previous claim documents, insurance communications, or legal notices

    PDF, DOCX, Email

Why teams use it

Reduce intake processing time from 2.5 hours to under 10 minutes per client

Automatically extract and validate data across multiple document types with AI-powered OCR and NLP

Cross-verify policy numbers, dates, and client details against source documents to eliminate errors

Generate attorney-ready summaries in Word and PDF formats with consistent formatting and bookmarks

Integrate directly with your case management system via API for seamless data flow

Questions

What documents do I need to generate a client intake summary?

At minimum, you need a completed client intake form and government-issued identification. For a comprehensive summary, CaseMark can also process insurance declaration pages, police reports, preliminary medical records, incident photographs, and any prior legal correspondence. The system extracts relevant information from all uploaded documents and cross-references data to create a complete picture.

How does CaseMark handle pre-existing conditions and prior injury history?

CaseMark creates a dedicated Medical History section that documents all pre-existing conditions, prior injuries to similar body parts, previous accidents, and baseline health status before the current incident. This proactive documentation helps your team distinguish new injuries from chronic conditions and develop strategies for demonstrating aggravation of pre-existing conditions, addressing issues that defense counsel will inevitably raise.

Can the intake summary identify missing information that I need to collect?

Yes, CaseMark automatically flags incomplete sections and missing critical data during quality assurance checks. The system generates action item lists highlighting gaps such as missing insurance declarations, incomplete medical records, or factual inconsistencies that require client follow-up. This ensures you identify information gaps immediately rather than discovering them weeks later when they can delay case progress.

How does this integrate with my case management system?

CaseMark generates structured data containing key fields ready for integration with your case management system, including critical dates like accident dates and statute of limitations deadlines for calendaring. The system can populate database fields for reporting, case tracking, and conflict checking while maintaining the complete narrative summary as a foundational document for the entire case team.

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