Manually cataloging discovery productions is tedious and time-consuming. Attorneys and paralegals spend hours reviewing documents, creating Bates range inventories, categorizing by type and relevance, and identifying critical evidence—all while risking human error in tracking hundreds or thousands of documents.
Legal teams waste dozens of hours manually cataloging discovery productions, often missing critical hot documents buried in thousands of pages. Without systematic organization, attorneys struggle to assess production completeness, identify evidentiary gaps, and maintain privilege log compliance under tight deadlines.
CaseMark automatically analyzes your discovery production to create comprehensive, strategically organized logs in minutes. Our AI identifies hot documents, maps materials to key issues, flags privilege concerns, and surfaces production gaps—transforming raw discovery into actionable litigation intelligence.
This workflow is applicable across multiple practice areas and use cases
Employment litigation cases require extensive document production including emails, personnel files, and policies with privilege assertions for HR communications and attorney consultations.
Employment disputes involve heavy discovery with FRCP Rule 34 compliance requirements, privilege logs for sensitive HR matters, and need to track hot documents like discriminatory emails or policy violations.
IP litigation requires meticulous tracking of technical documents, patent files, trade secret materials, and licensing agreements with careful privilege and confidentiality designations.
IP cases involve complex document productions with technical specifications, prior art, and confidential business information requiring detailed cataloging, hot document identification for infringement evidence, and robust privilege tracking.
Class action litigation involves massive document productions across multiple plaintiffs and time periods, requiring automated cataloging and hot document identification for class certification and merits issues.
Class actions generate enormous discovery volumes that are impossible to manage manually, making automated production logs and AI-powered hot document identification essential for efficiency and compliance.
Securities litigation and regulatory investigations require comprehensive document production logs for financial records, communications, and trading data with strict compliance requirements and privilege assertions.
SEC investigations and securities litigation demand meticulous document tracking with proper Bates numbering, privilege logs for attorney-client communications, and identification of key documents showing intent or knowledge.
Bankruptcy adversary proceedings and contested matters require organized production of financial documents, transaction records, and communications with proper privilege designations for restructuring advice.
Bankruptcy litigation involves discovery of complex financial records and fraudulent transfer claims requiring systematic document tracking, hot document identification for preferential payments, and privilege logs for restructuring counsel communications.
CaseMark analyzes each document's content against your case's key issues, claims, and defenses to identify materials that contradict opposing positions, corroborate your theories, establish critical timeline elements, or demonstrate knowledge and intent. The AI flags these hot documents with priority ratings and provides analytical commentary explaining their strategic significance, ensuring your team focuses on the most consequential evidence first.
Yes. CaseMark performs comprehensive gap analysis by comparing produced materials against your discovery requests, identifying missing custodians, incomplete email threads, underrepresented time periods, and absent document categories. The system generates a detailed compliance assessment that highlights deficiencies and provides strategic recommendations for supplemental discovery demands or motions to compel.
Absolutely. CaseMark creates logs that satisfy FRCP Rule 34 requirements for document production tracking and Rule 26(b)(5) standards for privilege logging. The system documents all necessary metadata, privilege assertions with legal foundations, and procedural context to withstand scrutiny in motion practice and ensure your discovery management meets professional standards.
CaseMark creates multi-layered organization systems that enable sorting and filtering by document type, custodian, date range, relevance category, and priority level. The output includes both searchable spreadsheets for data manipulation and formatted narrative reports with analytical context. Bates numbers link directly to source files, creating seamless navigation between the log and actual documents for rapid retrieval during depositions, motions, and trial.
CaseMark can process supplemental productions and integrate them into your existing log while maintaining version control and tracking production dates. The system identifies new materials, updates gap analyses, and flags any newly produced hot documents, ensuring your discovery management remains current throughout the litigation lifecycle without requiring complete re-cataloging.