CaseMark Workspace - Maximizing your use of AI for insurance defense

Welcome and what's new (5 min)

• Quick intro and session overview
• What changed in Workspace since last month

Setting up a matter (7 min)

• Creating a new matter
• Uploading depositions, medical records, and discovery
• Organizing files within a matter
• Inviting teammates and setting permissions

Prompting that gets good results (8 min)

• How Workspace interprets a request
• Real examples: deposition summary, chronology, key facts from records
• Common mistakes and how to fix them

Skills: defaults and custom (10 min)

• Tour of built-in skills (page/line summaries, medical chronologies, discovery responses)
• When to use a skill vs. a one-off prompt
• Building a custom skill for your firm's recurring work product
• Sharing skills across your team

Integrations (7 min)

• Connecting email, calendar, and document management
• Court reporting delivery
• What flows in and what flows out

Live Q&A (8 min)

• Bring your questions and use cases
• We'll work through them on screen

Recording and bite-sized clips shared with all registrants afterward.