Casemark builds "easy buttons" that let legal teams generate AI summaries across the litigation lifecycle. Before this project, users could only create one type of deposition summary with a fixed set of sections. Every summary looked the same, even though cases vary. Customers kept asking for more control over what sections appeared in their outputs. I had recently redesigned the creation flow for our AI summaries to make it faster and more intuitive. That work introduced progressive disclosure, saved preferences, and reduced friction for users who create many summaries each week. With that foundation in place, I kicked off this project to solve the customization gap.
Problem
- →Users could only generate a single, predefined summary format.
- →Every deposition summary always included the same sections.
- →Not all sections applied to every case, and legal teams wanted customization.
- →Changing or re-running summaries added cost because each generation triggers an AI run.
- →The system also lacked tools for organizations to manage and standardize their preferred section sets.
Goals
- →Let users choose which sections appear in each summary.
- →Give organizations a way to define and manage their own reusable summary section templates.
- →Avoid repeated generation costs when users add or remove sections after the initial summary is ready.
- →Keep the creation flow simple for high-volume users.
Solution
Section Selection During Creation
After the user uploads or selects files, they see a new option to configure summary sections. They can toggle sections on or off before kicking off the summary. This gives clear control without complicating the main flow.
Organization-Level Template Management
I designed an interface for admins to manage predefined section sets. This lets firms standardize the summaries their teams produce.
Behind-the-Scenes Processing
To avoid repeated AI costs, I proposed running all summary sections in a single job—regardless of what the user selects. The application then shows or hides sections based on user choices. If a user changes their mind later, the system updates instantly without triggering a new summarization run or storing multiple versions.
Summary Delivery
Once the summary is generated (which can take minutes to hours depending on file size), users get a table of contents with links to each section. They can revise which sections appear without incurring extra processing.
Impact
After launch, adoption shifted fast. Custom deposition summaries became more popular than the long-dominant page-line summary format. The feature reduced support issues around irrelevant sections, increased output flexibility, and removed repeated AI-generation costs for both Casemark and customers.