Manually documenting initial client contacts is time-consuming and prone to inconsistency. Attorneys and paralegals spend valuable billable hours transcribing notes, organizing client details, performing conflict checks, and formatting intake memos—often delaying case evaluation and client follow-up.
Creating comprehensive initial contact summaries is time-consuming but critical for conflict checks, case routing, and malpractice protection. Intake staff struggle to capture complete client narratives while maintaining the detail and organization attorneys need for immediate case assessment. Incomplete or poorly documented intake creates downstream problems with conflicts, missed deadlines, and lost information.
CaseMark automatically generates thorough, professionally formatted initial contact summaries from your intake notes or recordings. Our AI captures the client's narrative, organizes facts systematically, flags conflicts and urgent issues, and documents everything attorneys need for case evaluation—all in minutes instead of hours.
This workflow is applicable across multiple practice areas and use cases
Family law attorneys handle extensive initial consultations for divorce, custody, and support matters requiring detailed intake documentation and conflict checks before engagement.
Family law practices have high-volume intake processes with emotionally complex initial contacts that require comprehensive documentation of facts, parties involved, and potential conflicts of interest.
Criminal defense attorneys need rapid, accurate intake summaries to capture time-sensitive details from initial client contacts, often under urgent circumstances requiring immediate conflict checks.
Criminal defense intake involves capturing critical facts quickly, identifying potential conflicts with co-defendants or witnesses, and documenting initial assessments for case evaluation.
Employment attorneys handling discrimination, wrongful termination, and harassment claims need structured intake to capture workplace incidents, parties, and employer information for conflict screening.
Employment litigation requires detailed initial contact documentation to identify all parties, corporate entities, and potential conflicts while capturing time-sensitive employment facts and deadlines.
Commercial litigators need comprehensive intake summaries to document business disputes, identify corporate parties and relationships, and conduct thorough conflict checks across multiple entities.
Commercial litigation intake involves complex party structures and business relationships requiring systematic documentation and conflict screening before engagement.
Estate planning attorneys use initial consultations to gather sensitive family and asset information, requiring structured documentation and conflict checks across family members and beneficiaries.
Estate planning intake involves capturing detailed family structures, asset information, and potential conflicts among family members that benefit from standardized documentation processes.
You need your intake notes or a recording of the initial client conversation. This can be handwritten notes you've typed up, a web form submission, an email inquiry, or an audio recording of the phone call. CaseMark will extract all relevant information including client details, their narrative, facts, timelines, and potential legal issues. Any documents the client provided can be included as optional attachments for reference.
CaseMark automatically identifies and organizes all names and entities mentioned during intake that need to be checked for conflicts—including the potential client, adverse parties, witnesses, and related organizations. The summary presents this information in a dedicated conflict screening section with clear documentation of what was submitted and when. This ensures your conflicts team has everything needed for thorough checking and creates a record of your diligence.
Yes, CaseMark maintains a dedicated section presenting the client's story in their own voice, using their language and emphasis. This preserves the unfiltered initial account before legal strategy influences recollection. The summary then separately organizes the facts systematically for analysis, giving you both the raw narrative and structured information attorneys need for case evaluation.
Absolutely. While optimized for personal injury intake, this tool works for any litigation matter including family law, employment disputes, contract cases, civil rights claims, and more. The summary structure adapts to capture the relevant facts, parties, timelines, and legal issues for whatever type of case the potential client presents. It's designed for comprehensive legal intake across all practice areas.
The summary creates contemporaneous documentation of what the client disclosed, what they were told, and what follow-up actions were promised—critical evidence if disputes later arise. It flags statute of limitations concerns, documents conflict checking procedures, and records all next steps with assigned responsibilities. This thorough documentation demonstrates your firm's diligence and protects against claims of missed deadlines, conflicts, or failures to communicate.