Prepare for your assessment
What to gather, what to leave out, and how to get more from the first conversation.
Read the guidePractical starting points for organizing your information, understanding the process, and deciding whether CaseInView fits your needs.
What to gather, what to leave out, and how to get more from the first conversation.
Read the guideExplore an illustrative timeline, evidence index, and information-gap analysis.
View sample deliverablesWhere factual analysis helps and where professional legal advice is needed.
Read the service scopeA 60-minute session focused on your information, followed by a written analysis report. The report covers the initial factual picture, available records, information gaps, organization recommendations, and proposed scope. It is useful on its own; you do not have to purchase a package.
If you retain either package within 14 days of the assessment, the full $200 is credited toward the package fee. Your remaining balance is $2,300 for Case Analysis & Organization or $4,300 for Comprehensive Case Intelligence. Terms are confirmed in writing.
Client-provided messages, emails, statements, agreements, invoices, photographs, spreadsheets, business records, and other factual materials within the agreed scope. Personal, business, employment, property, and insurance matters can all involve this kind of information problem.
Timing depends on the volume, complexity, condition, and scope of the records. We agree on the delivery schedule before engagement. Do not rely on this service to extend a legal or other deadline.
The scope is defined before work begins. Large or unusually complex collections, additional work, or more extensive media review require a separate agreement. Package pricing does not include unlimited work.
No. CaseInView provides analytics, reporting, and information synthesis. We are not a law firm, legal professional, legal assistant, or a substitute for legal counsel. Legal advice, strategy, and interpretation belong with qualified counsel.
Extensive audio/video review and transcription are not included. Limited review may use your transcript or specific timestamped excerpts, with the amount agreed in advance.
No. Standard packages work from your intake conversation and the records you provide. Witness interviews, contacting third parties, and independent investigations are not included.
We can categorize and index client-provided records by factual subject, including materials you are organizing for discovery. We do not draft discovery requests or responses, select legally responsive material, advise on disclosure obligations, or prepare or submit court filings.
No specific fee reduction, time saving, or outcome is guaranteed. Organized information may support a clearer professional review, but professionals may independently review everything and bill for that work. The cost calculator is illustrative only.
Do not send sensitive records through the public contact form. A transfer method and handling terms must be agreed for your engagement before you share case material. Ask about access, retention, and deletion during intake.
Yes, the organized materials are designed to be understandable and navigable for you and the professionals you choose to involve. They remain responsible for their own independent assessment and professional advice.
Bring a short overview, a few key dates and the questions you want to understand.