CaseMark Source: Generating Certified Transcript Bundles with CaseMark Source
Peter Roberts
a month ago
Summary
I show how to turn a raw transcript into a complete, certified bundle using Casemark Source. After uploading the transcript and marking it certified, I add the cover template, apply the reporter certificate, and let the AI read and auto‑match reporter signatures. I demonstrate toggling exhibit labels, attaching exhibit PDFs, and ensuring filenames align with transcript mentions. Before generating, I select optional outputs such as a word index, errata file, and an AI‑generated summary. The bundle is created in about a minute, then I download the zip, share it securely via the portal, and explain that recipients can not only download the files but also chat with the content to surface citations and answer case‑theory questions.