Product & Planning
Product & planning agent skills structure the thinking side of building: specs, PRDs, user stories, roadmaps, and prioritization frameworks. Install one and your AI agent produces planning documents with the same rigor and format every time.
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casemark Skill Ime Report AnalysisAnalyzes defense Independent Medical Examination (IME) reports for personal injury litigation, producing a plaintiff-side strategic memorandum with findings summary, treating-physician comparison, bias indicators, and cross-examination roadmap. Use when reviewing defense IME reports during discovery or pre-trial, preparing to depose or cross-examine a defense medical expert, or evaluating IME impact on case valuation. Trigger keywords: IME, independent medical examination, defense expert, medical examination report, cross-examination, bias indicators, impairment rating.
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casemark Skill Pre Trial StatementDrafts U.S. civil/commercial pre-trial statements that narrow issues, fix trial assumptions, and prevent evidentiary surprises. Converts pleadings, discovery, and deposition materials into a court-compliant filing with undisputed facts, contested issues, witness and exhibit summaries, trial logistics, and settlement posture. Use when preparing for pretrial conferences, final pretrial orders, or trial. Trigger keywords: pre-trial statement, pretrial statement, trial roadmap, witness list, exhibit list, disputed issues of fact, disputed issues of law.
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casemark Skill Tax Return AnalysisProduces litigation-ready financial memoranda from multi-year tax returns, covering income trends, filing status changes, deduction patterns, red flags, and trustee considerations. Use when reviewing Form 1040s for bankruptcy means testing, family law support calculations, personal injury damages, or financial discovery analysis.
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casemark Skill Economic Loss ReportGenerates a Lost Wage & Economic Loss Report for personal injury litigation. Calculates past/future lost wages, diminished earning capacity, medical expenses, and out-of-pocket costs with source-cited, present-value projections. Use when quantifying economic damages for plaintiff-side personal injury matters during discovery, pre-trial, or settlement. Trigger: lost wages, economic damages, earning capacity, wage loss, damages calculation, personal injury damages.
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casemark Skill Subpoena Duces TecumDrafts a Subpoena Duces Tecum compelling document production without testimony under Federal Rule 45 or state equivalents. Covers recipient designation, records scoping, production format, privilege notices, and service certification. Trigger when drafting records-only subpoenas, third-party document discovery, or duces tecum commands in litigation.
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casemark Skill Legal Strategy SummaryGenerates structured litigation strategy summaries synthesizing case facts, legal arguments, procedural tactics, and risk assessments into a unified roadmap. Use when aligning legal teams on case direction, preparing for strategy meetings, or onboarding stakeholders to litigation matters.
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casemark Skill Request For AdmissionsDrafts Requests for Admissions under FRCP 36 or state equivalents for personal injury litigation. Extracts facts from case documents to produce numbered admission requests covering factual matters, document authentication, and law-to-fact application. Use when drafting RFAs, narrowing trial issues, authenticating exhibits, or preparing discovery requests.
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casemark Skill Summary Judgment BriefDrafts FRCP 56 summary judgment motion briefs for U.S. commercial litigation. Synthesizes discovery evidence with controlling authority to show no genuine dispute of material fact. Use when drafting MSJ briefs, dispositive motions, or partial summary judgment papers post-discovery.
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casemark Skill Contract Dispute ReportGenerates a structured litigation analysis report for US commercial contract disputes, covering breach theories, defenses, remedies, and settlement posture. Use when counsel needs a pre-filing, pre-trial, or settlement-stage assessment of merits, evidence strength, and exposure. Trigger on: contract dispute, breach analysis, settlement strategy, demand letter prep, discovery planning, arbitration election, pre-filing evaluation.
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casemark Skill Depo Outline Hr ManagerGenerates a strategically sequenced deposition outline for examining a defendant's HR Manager in employment litigation, covering witness background, policy compliance, employment history, termination pretext testing, document authentication, and comparator analysis. Use when preparing HR manager deposition, employment discrimination discovery, wrongful termination deposition prep, or structuring employment case examination.
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casemark Skill Discovery SummarizationSummarizes discovery documents (interrogatories, RFPs, RFAs, depositions, privilege logs) into structured attorney-ready memoranda. Triggers when the user needs to summarize discovery materials, identify key admissions, spot response gaps, cross-reference answers, or prepare a discovery status report.
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casemark Skill Incident Report SummaryGenerates structured, litigation-ready summaries from police reports, crash reports, workplace incident reports, or investigative documents. Extracts parties, narratives, citations, witnesses, contributing factors, and visual documentation into a standardized format. Use when summarizing an incident report for case assessment, discovery planning, or liability evaluation; trigger keywords: police report, accident report, crash report, incident summary, report summary, investigative report.
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casemark Skill Mining Land Use SummaryGenerates structured legal and regulatory summaries for mining and land use projects covering permits, environmental compliance, mineral rights, stakeholder obligations, and risk assessment. Use when summarizing mining regulations, land use permits, environmental compliance, mineral rights, natural resource extraction, reclamation obligations, or split estate disputes.
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casemark Skill Summary Judgment MotionDrafts a Motion for Summary Judgment package for personal injury litigation under FRCP 56 or state equivalent. Trigger when the user needs an MSJ, summary judgment brief, dispositive motion, no-genuine-dispute motion, or judgment-as-a-matter-of-law motion during pre-trial or discovery phases.
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casemark Skill Deposition Summary IndexCreates topic-based deposition summaries with exhibit-to-transcript citation mapping for U.S. commercial litigation. Use when a user provides a deposition transcript and requests a witness summary, deposition digest, exhibit index, cross-examination prep, or discovery-analysis packet.
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casemark Skill Discovery Dispute LetterDrafts discovery dispute resolution letters documenting meet-and-confer efforts and unresolved issues in U.S. litigation. Use when drafting meet-and-confer letters, discovery conference follow-ups, or pre-motion to compel correspondence during the discovery phase.
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casemark Skill Ediscovery Status ReportGenerates a structured internal e-discovery status report tracking ESI from collection through attorney review. Covers custodian volumes, search term hit rates, review coding statistics, reviewer productivity, and projected timelines. Use when counsel, case managers, or clients need a progress report during the discovery phase of U.S. commercial litigation.
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casemark Skill Expert Report On DamagesGenerates a structured expert report on economic damages for U.S. commercial litigation. Produces Daubert-ready, FRE 702-compliant analyses covering lost profits, disgorgement, diminution in value, or reasonable royalty with full FRCP 26(a)(2)(B) disclosure. Use when the user needs a damages expert report, economic loss calculation, damages rebuttal, forensic accounting analysis, or expert disclosure for commercial disputes during discovery, pre-trial, or trial.
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casemark Skill Expert Witness OmissionsIdentifies medical records an expert witness failed to review, cite, or address by cross-referencing the expert's materials-reviewed list against the full case record set. Produces a tiered omissions register, methodology critique, bias analysis, and strategic recommendations for cross-examination and exclusion motions. Use in personal injury or medical malpractice litigation when challenging or defending expert credibility during discovery, pre-trial, or trial preparation.
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casemark Skill Litigation Case StrategyDevelops comprehensive litigation strategy across the full case lifecycle, from initial assessment through discovery, motion practice, trial preparation, and appeal. Produces case theory analysis, chronologies from document sets, discovery plans, deposition outlines, brief drafts, cross-examination questions, and appellate record summaries. Use when evaluating a new litigation matter, preparing case strategy memos, building case chronologies from emails or documents, preparing for depositions, drafting motions or briefs, developing trial strategy, or preparing appellate filings. Trigger keywords: litigation strategy, case assessment, case theory, case chronology, discovery plan, deposition prep, motion to dismiss, summary judgment, trial preparation, cross-examination, appellate brief, argument evaluation, case timeline.
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casemark Skill Analyzing Social ImpactStructures social impact measurement with theory of change, outcome metrics, and stakeholder analysis. Use when measuring social impact, designing impact metrics, or evaluating social outcomes.
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casemark Skill Ca Discovery VerificationDrafts California Superior Court discovery verification pages under CCP §§ 2030.250 and 2031.250 with proper CCP § 2015.5 perjury declarations. Trigger when the user needs a verification page for interrogatory or inspection/RPD responses, mentions California discovery verification, party vs. attorney signing, information-and-belief clauses, or fixing unverified responses. CA Superior Court only — not federal.
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casemark Skill Ediscovery Review SummaryProduces an internal U.S. litigation e-discovery status summary covering ESI collection, processing, search-term hits, review throughput, relevance and privilege rates, and completion forecasts. Triggers when the user requests an e-discovery status report, collection log summary, processing report, review statistics, coding report, search-term results, or privilege review summary.
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casemark Skill Insurance Claim SummariesGenerates structured summaries of U.S. insurance claim files covering identification, incident narrative, party positions, coverage analysis, and resolution status. Use when synthesizing claim files for adjusters, legal counsel, or claims managers during pre-filing review, discovery, or settlement preparation. Trigger keywords: claim summary, insurance claim, coverage summary, adjuster summary, coverage denial, reservation of rights.
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casemark Skill Access Indemnity AgreementDrafts U.S. commercial real estate access and indemnity (right-of-entry) agreements for pre-closing due diligence. Covers license grants, non-invasive vs invasive testing gates, insurance/endorsement requirements, indemnity with discovery carve-outs, restoration and lien remedies, confidentiality, and anti-indemnity guardrails. Trigger: access agreement, right of entry, due diligence access, Phase I/II, invasive testing, pre-PSA site inspection.
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casemark Skill Class Certification MotionDrafts a Motion for Class Certification under FRCP 23 or state equivalents, arguing numerosity, commonality, typicality, adequacy, predominance, and superiority from case materials. Use when drafting class certification motions, seeking class treatment, or preparing Rule 23 briefing in discovery or pre-trial phases.
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casemark Skill Discovery Response SummarySynthesizes interrogatories, RFPs, RFAs, deposition transcripts, and privilege logs into a thematic, issue-based analytical memorandum with gap analysis and deficiency tracking. Trigger when the user asks to summarize discovery responses, review discovery, analyze privilege logs, plan follow-up discovery, prepare for summary judgment or trial from discovery materials, or cross-reference voluminous discovery across multiple methods.
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casemark Skill Evidence Liability SummaryGenerates a structured evidence and liability summary for plaintiff-side personal injury negligence claims. Triggers when the user needs liability analysis, negligence element breakdowns, evidence cataloging with gap identification, discovery assessment, or pre-trial case evaluation.
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casemark Skill Expert Witness DesignationDrafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
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casemark Skill Expert Witness ImpeachmentAnalyzes expert witness materials (reports, depositions, CVs, publications) to identify inconsistencies, opinion drift, and methodological failures for impeachment. Produces a prioritized inconsistency register, cross-examination questions, and Daubert/Frye challenge assessment. Use when challenging expert reliability or credibility during discovery, pre-trial, or trial in commercial litigation.
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casemark Skill Litigation Support SummaryGenerates structured management summaries of active commercial litigation matters. Covers case overview, procedural posture, strategy, deadlines, discovery status, budget, and risk analysis. Use when preparing case status reports, onboarding stakeholders to active litigation, or conducting periodic case reviews.
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casemark Skill Project Management SummaryProduces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.
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casemark Skill Bates Citation VerificationCitation format and verification protocol for legal documents that draw on Bates-stamped source records. Defines the bracket citation format, multi-source citation rules, quotation handling, the verification pass that runs before output, and the [UNVERIFIED] flag protocol. Use this skill any time another skill produces a legal work product that cites Bates-stamped pages, including medical chronologies, deposition summaries, demand letters, case briefs, and discovery responses. Also use any time the user asks how to format a citation or verify that a claim is supported by the source.
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casemark Skill Communication SummarizationGenerates structured memorandum-style summaries of legal communications (email threads, meeting notes, correspondence, negotiation records). Captures decisions, commitments, deadlines, party positions, and legally significant language. Triggers when the user asks to summarize communication chains for corporate matters, discovery review, settlement negotiations, or matter file management.
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casemark Skill Cross Examination SummariesGenerates thematic cross-examination summaries from deposition transcripts, sworn statements, and discovery materials with precise page-and-line citations. Highlights inconsistencies, impeachable admissions, and favorable concessions in a trial-ready format. Use when preparing witness cross-examination, building impeachment strategy, or synthesizing testimony across multiple witnesses.
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casemark Skill Deposition Subpoena DrafterDrafts U.S. federal deposition notices and subpoenas under FRCP 30(b)(1), 30(b)(6), and 45. Trigger when the user needs a deposition notice, 30(b)(6) topic list, Rule 45 subpoena, subpoena duces tecum, or discovery enforcement package. Also trigger on mentions of AO 88A/88B, witness fees, motion to compel, or deposition scheduling.
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Frequently asked questions
What are Product & Planning agent skills?
Product & planning agent skills structure the thinking side of building: specs, PRDs, user stories, roadmaps, and prioritization frameworks. Install one and your AI agent produces planning documents with the same rigor and format every time.
Which Product & Planning skills are most installed?
Popular Product & Planning skills on SkillMD right now include ime-report-analysis, tax-return-analysis, subpoena-duces-tecum. Rankings shift as installs change; sort this page by "Most installs" for the live list.
Do Product & Planning skills work with Claude Code and Cursor?
Yes. Every skill here ships as a SKILL.md file, an open format that works in Claude Code, Claude.ai, Cursor, Codex, Windsurf, and 60+ other agents. Install one with npx skillmds@latest add <owner>/<name>, or copy the file into your agent's skills directory.