CaseMark
CaseMark is an AI-driven Workflow platform designed specifically for the legal industry. It aims to streamline legal processes by automatin...
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What is CaseMark?
CaseMark is an AI-powered legal operating system designed for the agent era, connecting Workspace, Court Reporting, Structured Summaries, and case.dev for agent-native legal work. The platform delivers concise summaries of complex legal texts in minutes, including depositions, transcripts, contracts, medical histories, and case files, with page-line citations hyperlinked back to source transcripts. It offers matter-based organization, document intelligence, and AI assistance—all in one integrated platform designed for how attorneys actually work.
Key features include an AI assistant that chats with documents and provides grounded answers with citations, custom agents for specialized firm-specific work, matter-based collaboration with secure sharing and access control, deep research capabilities for multi-phase legal research, persistent memory across conversations and matters, and 100+ AI model choices. The platform includes one-click workflows for summarize, research, timeline, and organize tasks, tabular analysis for reviewing hundreds of documents in a single table, and specialized workflows for deposition summaries, case summaries, discovery responses, regulatory submissions, and intake summaries.
CaseMark is designed for private practice attorneys, litigators, law firms, contract paralegals, court reporting firms, litigation support professionals, and legal teams handling immigration law, case discovery, contract review, and medical record analysis. The platform integrates seamlessly with Microsoft Word via an add-on and Google Chrome via an extension, allowing legal professionals to incorporate AI capabilities directly into existing workflows while maintaining high standards of security and privacy.
CaseMark pricing
Pricing model: Free
Workspace has three paid tiers: Standard at $60/user/month with $40 AI credits included and up to 5 team members; Pro at $150/user/month with $120 AI credits included and up to 20 team members (includes SSO and BAA); Max at $500/user/month with $400 AI credits included and 20+ team members (includes dedicated success manager). The Productivity tier is free and includes Word Add-in and Chrome Extension with unlimited queries and basic support. The Workflow tier costs $5 per workflow or $49/month for unlimited with custom workflows and integration. Pay-as-you-go pricing is $25 per summary for depositions and court documents, $5 per summary for other documents, and 20¢ per page for additional medical records beyond base packages starting at 250 pages. Enterprise plans offer custom tailored solutions with volume discounts.
CaseMark pros
- AI-powered legal document summarization in minutes
- Page-line citations hyperlinked to source transcripts
- Matter-based organization for case files
- 100+ AI model choices with transparent cost tradeoffs
- Custom agents for firm-specific workflows
- Secure matter-based collaboration with access control
- Persistent memory across conversations and matters
- One-click workflows for common legal tasks
- Tabular analysis reviewing hundreds of documents in one table
- Deep research synthesizing broad source sets
- Microsoft Word add-on integration
- Google Chrome extension integration
- 700+ workflow templates available
- Export summaries in Word, PDF, or plain text
- Grounded AI Q&A finding contradictions and admissions
CaseMark cons
- No free tier for Workspace (only Word add-in/Chrome extension free)
- $60/user/month minimum for Standard plan
- AI credits required and may run out
- Limited to 5 team members on Standard plan
- SSO and BAA only available on Pro tier ($150/user/month)
- $25 per summary for pay-as-you-go deposition documents
- Maximum self-serve tier costs $500/user/month
- Dedicated success manager only on Max tier
Frequently asked questions about CaseMark
What types of legal documents can CaseMark summarize?
CaseMark can summarize depositions, transcripts from trials and hearings, contracts, medical histories, case files, pleadings, motions, regulatory submissions (FDA NDAs, 510(k)s, BLAs, permits), discovery responses, interrogatories, document productions, and intake forms. The platform supports PDF, DOCX, and text formats.
How does CaseMark ensure citation accuracy?
CaseMark provides grounded answers with citations including page-line references hyperlinked back to the original transcript. It generates court-ready Bates citations and ensures perfect source citations across all summary outputs, allowing users to click from summary topics directly to supporting evidence.
What AI models does CaseMark support?
CaseMark offers 100+ AI model choices with transparent cost and capability tradeoffs. Users can select models based on their specific needs with transparent cost multipliers, choosing from various capability levels for different legal tasks.
Can CaseMark integrate with existing legal software?
Yes, CaseMark integrates seamlessly with Microsoft Word via an add-on and Google Chrome via an extension. It also supports custom-tailored integration solutions for legal teams wanting case summaries embedded into their own platform, website, or automation stack.
How does matter-based collaboration work in CaseMark?
Matter-based collaboration includes secure sharing, access control, and cleaner team handoffs. Users get matter-based access control, shared workspaces with secure sharing, and the ability to collaborate across uploaded documents while maintaining context within specific matters rather than isolated prompts.
What workflow templates are available?
CaseMark offers 700+ workflow templates including deposition summaries, case summaries, discovery response summaries, regulatory submission summaries, intake summaries, deposition summaries with key document index, and workflows for contract review, immigration support letter generation, and medical chronologies.
Is CaseMark secure for sensitive legal data?
Yes, CaseMark is built on an encrypted platform designed to protect sensitive legal material with security and privacy by design. The Pro tier includes SSO (Single Sign-On) and BAA (Business Associate Agreement) availability for enhanced security compliance.
How long does summary generation take?
CaseMark generates accurate outputs from single- or multi-volume transcripts in minutes, whether running one summary or hundreds through an API-backed process. The platform can process complex case details quickly and produce attorney-ready summaries in minutes instead of days.
Can CaseMark handle multi-day deposition transcripts?
Yes, users can upload transcripts spanning multiple days or sessions and generate one usable summary across the entire proceeding. The AI analyzes the entire transcript to identify topic divisions, extract essential testimony, and create interactive navigation tools.
What export formats does CaseMark support?
CaseMark supports exporting summaries, exhibit lists, and insights in Word (editable), PDF (hyperlinked), and plain text formats. CSV and Excel export are available for tabular analysis results.