CaseMark Workspace: Creating (any custom) Medical Chronology Skill

I recorded this video to show how to build a reusable custom skill in Casemark Workspace that replicates a specific work product – in this case a medical chronology. I start by creating a new matter and uploading example PDFs/Word files that illustrate the desired output. Using the @‑symbol I select the exemplar file, run the skill‑generation process, and wait a few minutes for the system to create a skill that mirrors the example’s sections, formatting, and calendar layout. After saving the skill to the firm’s skill library, I demonstrate how to edit the instructions, run the skill on a new set of medical records, and instantly generate a matching PDF. Finally, I explain that the skill can be reused, tweaked, or shared across other matters, providing a fast, consistent way to produce complex reports.