Overview
A secure, lightweight interface where non-CaseMark users can click an "Interrogate Summary" button to upload documents and ask natural-language questions without signing in. Built to be SOC 2 and HIPAA compliant.
Who it's for
External recipients like clients, co-counsel, experts, and prospects who need to review and question legal documents without creating an account.
Problems it solves
- →Static PDFs don't support interactive follow-up questions
- →Requiring sign-up creates friction for external collaborators and prospects
- →Compliance and security requirements (SOC 2, HIPAA) limit ad-hoc sharing options
Key use cases
- →Lawyers send a summary link where recipients can click "Interrogate Summary" to start asking questions immediately—no login required
- →Clients upload a document and ask natural-language questions in a secure, compliant environment
- →Expert witnesses interrogate key sections of depositions or reports without reading full transcripts
- →Prospects experience CaseMark's AI capabilities firsthand, converting interest into sales conversations
My contributions
- →Designed no-login, secure sharing interface for external recipients
- →Created document upload and Q&A interaction patterns
- →Ensured SOC 2 and HIPAA compliance in design decisions
- →Designed experience to convert prospects through product demo