Casemark Skills

Drafts enforceable End-User License Agreements for software licensors across desktop, mobile, SaaS, and cloud models. Covers click-wrap formation, IP ownership, liability limitations, data privacy compliance (GDPR/CCPA/COPPA), and export controls. Use when drafting software license agreements, app store terms, SaaS subscription agreements, or trial/freemium license terms.

Drafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life insurance from the grantor's taxable estate. Covers Crummey withdrawal rights, trustee powers, distributions, and execution formalities. Use when drafting ILITs, life insurance trusts, estate tax exclusion trusts, or Crummey trusts.

Drafts a Proprietary Information and Inventions Agreement (PIIA) for employment or consulting relationships. Covers confidentiality, invention assignment with state-law carve-outs, DTSA immunity notice, and prior inventions disclosure. Trigger when onboarding employees/consultants, drafting IP assignment agreements, or creating confidentiality and invention assignment contracts.

Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2702-5(c). Generates trust instrument, signature/notarization blocks, property exhibit, beneficiary schedule, and post-execution checklist. Use when drafting a QPRT for estate planning clients transferring a personal or secondary residence with a retained occupancy term to reduce gift tax valuation.

Drafts a Subordination, Non-Disturbance, and Attornment Agreement (SNDA) for commercial real estate. Extracts key terms from lease and loan documents, structures tri-party protections balancing landlord, tenant, and lender interests. Trigger when new financing or refinancing requires subordinating tenant leases to lender liens, drafting non-disturbance protections, or preparing tri-party SNDA agreements.

Drafts a Written Information Security Program compliant with Massachusetts 201 CMR 17.00 and supplementary frameworks (GDPR, CCPA, HIPAA, GLBA, PCI-DSS). Produces a board-ready regulatory document covering coordinator designation, risk assessment, safeguards, training, incident response with breach notification, and vendor oversight. Use when an organization handles personal information of MA residents and needs a standalone WISP for regulatory examination or executive approval.

Processes documents through case.dev OCR for text and table extraction. Supports PDF and image files up to 500MB with page-level and word-level output. Use when the user mentions "OCR", "text extraction", "scan document", "digitize", "extract text from PDF", or needs word-level positional data from documents.

Drafts a Stormwater Pollution Prevention Plan (SWPPP) compliant with 40 CFR Part 122, EPA Construction General Permit (CGP), and applicable state NPDES requirements for construction projects disturbing one or more acres. Use when drafting SWPPPs, construction stormwater permits, erosion control plans, NPDES compliance documents, or BMP selection memoranda.

Drafts SEC Form D Notice of Exempt Offering for EDGAR filing under Regulation D. Captures issuer details, related persons, offering structure, exemption basis (Rule 504, 506(b), 506(c)), sales compensation, and use of proceeds. Use when filing Form D, preparing an exempt offering notice, or handling Regulation D compliance for unregistered securities.

Installs and configures the case.dev CLI for legal AI workflows including document vaults, OCR, transcription, and search. Use when the user mentions "case.dev", "casedev", needs to authenticate with case.dev, run diagnostics, set focus targets, list API routes, track jobs, or make raw API calls. Gateway skill for all case.dev skills.

Drafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must disclose a reportable event (material agreement, acquisition, personnel change, Reg FD disclosure) or file a current report within four business days. Trigger on "Form 8-K", "current report", "8-K filing", "EDGAR", "Item 1.01", "Item 2.01", "Item 5.02", "Reg FD".

Drafts inspection-ready GMP standard operating procedures for regulated manufacturing. Covers document control, role accountability, process controls, deviation/CAPA handling, and records management aligned to FDA CGMP (21 CFR 210/211), Part 11, ICH Q7/Q9/Q10, WHO GMP, PIC/S, and EU GMP. Use when creating or overhauling a GMP SOP, preparing for audits or inspections, or building compliance-ready procedures. Trigger: GMP, SOP, CGMP, 21 CFR 210, 21 CFR 211, Part 11, ICH Q7, ICH Q9, ICH Q10, WHO GMP, PIC/S, EU GMP.

Searches the web, legal databases, case law, patents, and case.dev knowledge base via the casedev CLI. Use when the user mentions "search", "legal research", "find cases", "case law", "patent search", "web search", "fetch URL", "webfetch", "legal skills", or needs to research legal topics, find similar cases, or retrieve web content.

Manages case.dev encrypted document vaults for legal workflows. Creates vaults, uploads files and directories, lists and downloads objects, and runs semantic search across vault contents. Use when the user mentions "vault", "upload documents", "document storage", "download files", "vault search", or needs to manage case files and discovery documents.

Drafts SEC Form 10-K Annual Reports under the Securities Exchange Act of 1934. Structures all four Parts with Regulation S-K compliance and GAAP financial integration. Use when drafting 10-K filings, annual reports, or public company annual SEC disclosures.

Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".

Drafts GDPR Article 28-compliant Data Processing Addenda with schedules ready for execution. Use when drafting or updating a DPA, vendor GDPR addendum, controller-processor agreement, or data protection addendum involving sub-processors, breach notification, audits, international transfers, or SCCs.

Drafts ITAR Technology Control Plans (TCPs) for managing USML defense articles and technical data under 22 CFR Parts 120-130. Covers DDTC registration, classification, access controls, deemed export prevention, secure handling, training, audits, and incident response. Use when creating or updating export control compliance plans, technology control plans, or DDTC submission documents.

Compares two document versions and produces AI-powered redline analysis with structured change summaries, risk flags, and clause-by-clause breakdowns. Use when the user mentions "redline", "compare documents", "what changed", "version comparison", "contract diff", "track changes", or needs to understand differences between document versions.

Advises on corporate law matters including entity formation, governance, finance, M&A, securities, venture capital, non-profits, and dissolution. Use when drafting governance documents, structuring transactions, selecting entity types, or navigating fiduciary duties and corporate formalities.

Drafts a GDPR- and CCPA-compliant Data Subject Access Request (DSAR) intake form for collecting requester information and processing privacy rights. Use when drafting DSAR forms, privacy rights request templates, or data subject rights workflows for EU/US-regulated organizations.

Drafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certifications. Use when preparing quarterly SEC filings, EDGAR-ready 10-Qs, or interim disclosure packages. Trigger keywords: Form 10-Q, quarterly report, MD&A, Regulation S-K, Regulation S-X, SOX 302, SOX 906, XBRL, EDGAR, interim financial statements.

Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.

Drafts HIPAA/HITECH-compliant Business Associate Agreements governing PHI/ePHI handling between covered entities and business associates. Covers Privacy Rule and Security Rule obligations, breach notification, subcontractor flow-downs, individual-rights support, and state-law overlays. Use when drafting or updating a BAA, negotiating vendor PHI access, or attaching HIPAA terms to a services agreement. Trigger keywords: BAA, business associate agreement, HIPAA contract, PHI vendor agreement, HITECH breach notice.

Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, guardian nominations, fiduciary appointments, and execution formalities. Conducts structured intake on family structure, asset inventory, fiduciary nominees, and existing estate plan documents. Coordinates with trusts, beneficiary designations, and non-probate transfers. Use when drafting wills, testamentary documents, pour-over wills, codicils, or estate planning instruments involving testamentary dispositions.

Drafts a Spill Prevention, Control, and Countermeasure (SPCC) Plan compliant with 40 CFR Part 112 under the Clean Water Act. Covers facility characterization, oil storage inventory, secondary containment, prevention measures, response procedures, training, and PE certification language. Use when drafting SPCC plans, oil spill prevention documents, or EPA compliance submissions.

Drafts a U.S. Customer Identification Program (CIP) policy compliant with USA PATRIOT Act Section 326 and 31 CFR 1020.220. Covers identity collection, verification, OFAC screening, CDD/beneficial ownership, recordkeeping, and governance. Trigger when the user needs to create or update a CIP policy, AML onboarding procedures, or exam-ready Section 326 documentation.

Drafts an audit-ready Export Compliance Program manual covering EAR, ITAR, and OFAC requirements. Use when creating or updating an export compliance policy, international trade compliance program, or preparing enforcement defense documentation for regulatory review.

Drafts U.S. HACCP plans for food production under FDA or USDA regimes. Triggers on requests involving HACCP plans, food safety plans, hazard analysis, critical control points, FSMA compliance, seafood HACCP (21 CFR 123), or meat/poultry HACCP (9 CFR 417).

Prepares Hart-Scott-Rodino Act premerger notification filings for FTC/DOJ submission under 15 U.S.C. § 18a and 16 C.F.R. Parts 801-803. Covers threshold verification, NAICS revenue breakdowns, Item 4(c)/(d) document collection, competitive overlap analysis, prior acquisitions disclosure, and filing assembly. Use when an M&A deal may meet HSR size thresholds and requires antitrust clearance, premerger notification, or FTC/DOJ merger review.

Drafts U.S. internal legal memoranda using IRAC structure to analyze issues, synthesize authority, assess risks, and recommend strategy. Use when asked to draft a research memo, internal memo, issue analysis, case strategy memo, or any IRAC-based legal analysis.

Root reference for litigation practice spanning civil, criminal, and administrative proceedings. Provides sub-area taxonomy, core principles, and routing guidance. Use when classifying litigation work, routing to a sub-practice skill, or applying general litigation standards.

Drafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of proceeds, business description, MD&A, financials, and offering terms against uploaded company documents and EDGAR comparables. Use when preparing a Form S-1, S-11, offering circular, or any primary disclosure document for a public or private issuance.

Drafts Qualified Domestic Relations Orders (QDROs) compliant with ERISA §206(d)(3) and IRC §414(p) to divide retirement benefits in divorce. Covers defined benefit pensions, 401(k)s, and defined contribution plans with plan-specific division formulas and alternate payee protections. Use when drafting QDROs, dividing retirement assets post-judgment, or preparing domestic relations orders for plan administrator review.

Navigates regulatory compliance, government relations, and administrative law across financial services, healthcare, environmental, FDA, privacy, energy, government contracts, trade, and securities domains. Use when handling agency interactions, compliance programs, enforcement defense, rulemaking comments, or administrative proceedings.

Drafts FinCEN Suspicious Activity Reports (Form 111) for BSA/AML regulatory filing. Compiles subject identification, transaction timelines, red-flag analysis, and activity classifications. Use when a financial institution detects suspicious transactions requiring mandatory SAR filing, continuing activity reports, or BSA compliance documentation.

Drafts EPA Toxic Release Inventory (Form R) reports under EPCRA Section 313 and 40 CFR Part 372. Covers facility identification, chemical threshold determinations, release quantification, off-site transfers, source reduction, and certification. Use when preparing TRI filings, Form R reports, toxic chemical release disclosures, or annual EPCRA Section 313 submissions.

Drafts a Bring Your Own Device (BYOD) policy for U.S. employers governing personal device access to company systems. Covers MDM enrollment, encryption, remote wipe authority, privacy expectations, data classification, and regulatory overlays (HIPAA, GLBA, SOX, GDPR). Use when creating or updating BYOD policies, mobile device security policies, or personal device programs.

Generates structured case briefs from judicial opinions. Use when the user provides a court opinion and needs a case brief, case summary, or distillation of a judicial decision for legal research.

Drafts a CCPA/CPRA-compliant privacy policy covering all required statutory disclosures under Cal. Civil Code §§ 1798.100–1798.199. Use when drafting or updating a California privacy policy, CCPA compliance notice, or consumer privacy disclosure for a business meeting CCPA applicability thresholds.

Drafts structured client memoranda translating legal analysis and strategic recommendations into plain language for non-lawyer audiences. Covers corporate governance, fiduciary duties, compliance, and transactional advice. Enforces standard memo architecture: heading block, executive summary, background, analysis, options, and recommendations. Use when preparing client-facing memos, opinion letters, or governance briefings.

Drafts DD Form 254 Contract Security Classification Specifications for classified government contracts. Use when preparing security classification specs for prime contractors, subcontractors, SAP/SCI access, or facility clearance documentation per NISPOM (32 CFR Part 117) and DCSA regulations.

Produces legally focused summaries of California Environmental Impact Reports (EIRs) under CEQA and federal Environmental Impact Statements (EISs) under NEPA. Extracts impacts, mitigation, alternatives, and compliance vulnerabilities. Reflects the 2025 CEQA reforms (AB 130 + SB 131) and the April 2025 rescission of CEQ NEPA implementing regulations. Triggers on requests for EIR/EIS summary, CEQA/NEPA review, mitigation analysis, alternatives analysis, cumulative impacts review, permit challenge prep, or administrative record review.

Drafts a Receipt of Franchise Disclosure Document proving FTC Franchise Rule compliance under 16 C.F.R. § 436. Produces an execution-ready acknowledgment with franchisee identification, delivery date, FDD version, exhibit inventory, and dual signature blocks. Use when creating FDD receipts, franchise disclosure acknowledgments, or Item 19 FPR attestations.

Drafts a Motion for Judgment Notwithstanding the Verdict (JNOV) under FRCP 50(b) or state equivalents, with alternative new-trial request. Builds element-by-element evidentiary insufficiency arguments using transcript citations and preserves the appellate record. Use when drafting JNOV motions, post-trial motions, renewed judgment as a matter of law, or challenging jury verdicts for insufficient evidence.

Drafts a U.S. Lis Pendens (Notice of Pending Action) for recording against real property. Covers intake, statutory authority mapping, legal description, verification, and proof of service. Use when preparing a lis pendens, notice of pending action, or recording notice tied to title or possession claims. Trigger: lis pendens, notice of pending action, quiet title, specific performance, foreclosure, partition, lien enforcement, expungement.

Generates structured summaries of Non-Disclosure Agreements, extracting parties, confidential information scope, permitted disclosures, term/survival, breach remedies, and risk flags. Use when summarizing NDAs, reviewing confidentiality agreements, distilling NDA obligations, or onboarding stakeholders to NDA terms.

Drafts ASTM E1527-21 environmental site assessment reports under 40 CFR Part 312. Classifies RECs, CRECs, and HRECs to establish all appropriate inquiries for CERCLA liability protection. Trigger when the user requests a Phase I ESA, environmental site assessment, recognized environmental conditions analysis, ASTM E1527 compliance, or environmental due diligence for property transactions or lending.

Drafts Software and POS System License Agreements for proprietary software use between licensor and licensee. Covers license grants, financial terms, IP, PCI-DSS data security, SLAs, and termination. Use when drafting POS software licenses, SaaS subscriptions, franchise technology licenses, or software distribution agreements.

Drafts a Request for Equitable Adjustment (REA) for U.S. federal government contracts under FAR provisions. Enforces element-driven cost/schedule narratives, FAR Part 31 cost structures, FAR 52.233-1 certification, and contemporaneous evidence marshaling. Use when a contractor seeks contract modification relief due to government-directed changes, differing site conditions, defective specifications, or government-caused delays.

Drafts FDA product recall plans compliant with 21 CFR Part 7, covering Recall Committee governance, health hazard evaluation, recall classification, notification protocols, effectiveness checks, product disposition, and termination procedures. Use when developing recall SOPs, updating recall procedures, drafting recall readiness plans, or preparing FDA-regulated product recall documentation.

Drafts U.S. venture capital and private equity side letter agreements that supplement a primary agreement without formal amendment. Use when drafting a side letter, supplemental letter, investor side letter, MFN carve-out, or special-rights letter tied to an existing agreement.

Drafts persuasive trial briefs for commercial litigation. Triggers when the user needs a pre-trial brief to frame the case theory, secure favorable rulings, or establish evidentiary groundwork. Use during the pre-trial phase after dispositive motions are resolved.

Guides COPD management using GOLD classification with inhaler selection and exacerbation prevention. Use when managing COPD, selecting inhalers, or preventing exacerbations.

Drafts a Notice of Alibi Defense under Fed. R. Crim. P. 12.1 or state equivalents. Triggers on alibi notice drafting, alibi defense filing, Rule 12.1 disclosure, or pre-trial criminal defense notice tasks.

Drafts and analyzes U.S. appellate amicus curiae briefs for non-parties with Rule 29/Rule 37 compliance, unique perspective development, and Bluebook-ready citations. Use when asked to draft or review an amicus brief, friend-of-the-court brief, non-party brief, or anything involving FRAP 29, Supreme Court Rule 37, or appellate amicus practice.

Drafts a U.S. Bill of Sale for transferring personal property ownership from seller to buyer. Covers vehicles, equipment, watercraft, firearms, business assets, and general personal property. Enforces party identification, property description, consideration, condition representations, title warranty, lien disclosure, and jurisdiction-specific execution requirements. Use when drafting a bill of sale, asset transfer document, or ownership transfer instrument.

Produces neutral, section-pinned U.S. legislative bill summaries translating statutory language into plain terms with identifying data, provisions, fiscal impacts, and controversy. Use when summarizing bills, analyzing proposed legislation, preparing bill briefs, digesting committee reports or fiscal notes, or writing legislative updates.

Produces an attorney-ready memo from a corpus of legal documents supplied by the user. Use when a user shows up with a folder, zip, or vault of case documents and asks for a case summary, case evaluation, litigation package, intake memo, matter overview, or "can you summarize this case for me." The skill ingests the corpus into a searchable index, OCRs anything non-searchable, inventories and diagnoses the practice area, loads the appropriate practice-area playbook module(s) (PI/tort, commercial litigation, IP infringement, or user-authored extensions), iteratively searches the corpus across eight core dimensions plus any module-specific dimensions, defers specialized document clusters (depositions, medical records, discovery, liens) to dedicated sibling skills, and synthesizes a cited memo.

Drafts a recordable U.S. Deed of Gift for voluntary, no-consideration transfers of real or personal property. Enforces party identification, unambiguous property descriptions, jurisdiction-specific execution formalities, donative intent recitals, and recordability requirements. Trigger keywords: "deed of gift", "gift deed", "property gift", "donative transfer", "estate planning gift", "charitable gift conveyance".