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.
This workflow is applicable across multiple practice areas and use cases
Employment litigation cases require detailed client intake to document workplace incidents, injuries, discrimination claims, and gather employment records and witness information.
The workflow's structured approach to capturing incident details, injuries, insurance information, and prior legal history directly applies to employment litigation intake, particularly for workplace injury and discrimination cases.
Family law cases involving domestic violence, child custody disputes, or divorce proceedings require comprehensive client intake with personal information, incident documentation, and medical records.
The intake form structure for capturing personal details, incident timelines, injuries/symptoms, and document checklists is highly applicable to family law matters where detailed client histories and supporting documentation are essential.
Criminal defense attorneys need structured intake processes to document incident details, gather police reports, identify witnesses, and compile client background information efficiently.
The workflow's ability to extract data from police reports, organize incident details, track prior legal history, and flag missing information directly supports criminal defense case intake requirements.
Healthcare law matters involving medical malpractice or patient rights require detailed intake of medical history, incident documentation, insurance information, and medical records review.
The workflow's focus on medical records, insurance coverage, injury documentation, and automated data extraction aligns well with healthcare law intake needs for malpractice and regulatory compliance cases.
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.
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.
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.
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.