Creating comprehensive client intake forms manually is time-consuming and error-prone. Attorneys and paralegals spend hours researching best practices, ensuring compliance with bar requirements, and formatting questions across multiple sections—time that could be spent on billable work or client service.
Creating comprehensive client intake forms manually is time-consuming and error-prone. Attorneys and paralegals spend hours researching best practices, ensuring compliance with bar requirements, and formatting questions across multiple sections—time that could be spent on billable work or client service.
CaseMark automates the entire intake form creation process using AI that searches web resources, verifies legal standards, and generates professionally formatted forms. In minutes, you'll have a complete, compliant intake questionnaire tailored to your practice area with all essential sections included.
This workflow is applicable across multiple practice areas and use cases
Family law attorneys need comprehensive client intake forms to gather sensitive personal information, financial details, custody preferences, and marital history for divorce, custody, and support cases.
Family law practices require detailed client onboarding with similar data collection needs (personal info, financial details, legal history) and face the same time pressures and compliance requirements as personal injury practices.
General litigation practices across all case types benefit from standardized intake forms that can be customized for various disputes while maintaining consistent data collection and conflict checking procedures.
Any litigation practice requires efficient client onboarding with comprehensive information gathering, making this workflow universally applicable across commercial disputes, contract litigation, and other general litigation matters.
Criminal defense attorneys must efficiently collect client information including criminal history, case circumstances, witness details, and financial information for representation and fee agreements.
Criminal defense intake requires rapid client onboarding with comprehensive questionnaires covering legal history, case details, and billing arrangements, making automated intake forms highly valuable for solo practitioners and public defenders.
Employment litigation attorneys need detailed intake forms to capture workplace incident details, employment history, damages information, and prior legal actions for discrimination, harassment, and wrongful termination cases.
Employment litigation shares similar intake requirements with personal injury, including detailed incident documentation, financial impact assessment, and comprehensive client background information.
Estate planning attorneys require comprehensive client intake forms to gather family information, asset details, beneficiary preferences, and financial data for wills, trusts, and estate plans.
Estate planning practices need detailed client onboarding to collect sensitive personal and financial information, and automated intake forms reduce the administrative burden on solo practitioners and small firms.
CaseMark generates intake forms with six essential sections: Client Personal Information, Contact Information, Case or Matter Details, Legal History and Prior Representation, Financial and Billing Information, and Authorization and Consent. Each section is populated with industry-standard questions verified against legal resources.
CaseMark searches and verifies requirements from American Bar Association guidelines and bar association resources during generation. The tool automatically includes necessary conflict check questions, consent language, and data privacy notices required for ethical client onboarding.
Yes, CaseMark tailors intake forms to your specific practice area, including personal injury and litigation. You can also upload existing firm templates or policies to maintain consistency with your firm's branding and procedures while benefiting from automated generation.
CaseMark generates a complete, professionally formatted client intake form in approximately 8 minutes. This replaces the typical 2-3 hour manual process of researching, drafting, and formatting intake questionnaires.
CaseMark requires minimal input to get started—simply specify your practice area and any special requirements. Optionally, you can upload existing intake forms, firm policies, or bar guidelines to ensure the generated form aligns with your specific needs.
Yes, CaseMark automatically includes a comprehensive Financial and Billing Information section with standard fields for fee preferences, insurance information, and financial status. The questions are based on verified templates from practice management platforms like MyCase and Lawmatics.
CaseMark generates Authorization and Consent sections that include signature fields, representation consents, and data privacy notices based on official bar resources. The tool finds, cites, and verifies legal sources to ensure required disclosures are properly included.