Casemark Skills

Drafts U.S. employee non-disclosure/confidentiality agreements that protect employer trade secrets and proprietary information while preserving employee mobility. Triggers on: employee NDA, confidentiality agreement, non-disclosure agreement, trade secret protection, proprietary information, onboarding confidentiality clause, pre-employment NDA.

Drafts turnkey Engineering, Procurement, and Construction (EPC) contracts for industrial facility projects. Covers scope of work, commercial terms, performance guarantees, risk allocation, warranties, and dispute resolution. Use when drafting EPC agreements, turnkey construction contracts, or energy infrastructure project contracts (power plants, petrochemical facilities, water treatment plants).

Drafts stipulated ESI protocols for federal e-discovery. Produces court-ready agreements governing preservation, collection, processing, review, and production of electronically stored information under FRCP Rules 26, 34, 37 and Sedona Principles. Trigger when formalizing ESI procedures between parties during the discovery phase.

Drafts U.S. ground lease agreements for long-term land leases (49–99 years) where tenants construct improvements on landlord-retained fee property. Covers term structures, leasehold mortgage protections, rent escalation, improvement ownership/reversion, subordination, condemnation, and environmental allocation. Use when drafting, negotiating, or reviewing ground leases for commercial real estate (retail, office, hospitality, mixed-use, public-private partnerships).

Generates structured hearing preparation briefings from case documents, evidence, authorities, and procedural details. Use when preparing for court hearings, administrative hearings, arbitrations, trials, motion hearings, evidentiary hearings, or status conferences.

Drafts an HOA Addendum to a residential purchase agreement covering mandatory membership, financial obligations, governing documents, use restrictions, and buyer acknowledgments. Use when drafting HOA addenda, HOA disclosure forms, purchase addenda for HOA-governed properties, or CC&R disclosure documents.

Drafts professional legal letters for personal injury litigation including settlement demands, cease-and-desist, notice letters, and response correspondence. Tailors tone by recipient type. Use when drafting demand letters, pre-suit correspondence, insurance claim letters, cease-and-desist notices, or litigation response letters.

Analyzes state merit review for non-covered securities offerings, applying NASAA Statements of Policy to cheap stock, promoter equity investment, voting rights, and promoter compensation. Produces examiner-ready comment responses with cap table analysis and negotiation strategy. Use when filing Reg A, Rule 504, intrastate, or direct public offerings in merit review states, responding to Blue Sky examiner comments, structuring offerings to avoid conditioning, or analyzing NASAA SOPs. Also trigger on cheap stock analysis, promoter equity tests, unequal voting rights review, state examiner correspondence, or phrases like "merit review issues" or "the state examiner sent comments."

Drafts formal responses to governmental Notices of Violation, covering acknowledgment, factual timeline, legal defenses, mitigation, and proposed corrective action. Use when responding to environmental enforcement actions, regulatory citations, compliance violations, or governmental NOVs from agencies including EPA, OSHA, state environmental departments, or local code enforcement.

Drafts commercial office lease agreements with rent schedules, expense allocations, maintenance splits, and protective provisions for landlord and tenant. Covers NNN, gross, and modified gross structures. Use when drafting office leases, commercial lease agreements, landlord-tenant contracts, or space rental agreements for commercial office premises.

Drafts a Master Service Agreement for upstream oilfield services (Operator-Contractor). Covers knock-for-knock indemnification, anti-indemnity statute compliance (TX, LA, WY, NM), work order framework, HSE, insurance minimums, and IP/data ownership. Use when drafting oilfield MSAs, drilling service agreements, well service contracts, or upstream operator-contractor master agreements.

Drafts Operations and Maintenance agreements for energy facilities covering scope, performance standards, compensation, risk allocation, and regulatory compliance. Use when drafting O&M contracts, maintenance agreements for power plants, solar farms, wind projects, or energy infrastructure.

Drafts opt-out forms and notices of exclusion for class actions, settlements, arbitration clauses, and privacy programs. Covers party identification, election language, consequence statements, signature blocks, and submission instructions per governing orders or contracts (FRCP 23, arbitration windows, CCPA/GDPR). Use when preparing opt-out paperwork, notices of exclusion, settlement opt-outs, or arbitration opt-out letters.

Extracts and reconciles medical provider, wage-loss, and insurance/lien data from personal injury plaintiff fact sheets and initial disclosures against builder draft responses. Use when the user mentions PFS analysis, medical provider reconciliation, wage loss audit, insurance lien tracking, PI discovery reconciliation, builder response validation, MDL plaintiff data extraction, FRCP 26(a)(1) disclosures, treatment chronologies, or specials spreadsheets.

Generates structured public policy briefs analyzing legislation across economic, social, legal, and implementation dimensions. Use when drafting legislative impact analyses, policy summaries, regulatory briefs, or government affairs memoranda for lawmakers, lobbyists, or civic organizations.

Drafts evaluation-ready U.S. federal RFP responses across all standard proposal volumes (cover letter, technical, cost/price, reps and certs). Enforces FAR compliance, CPARS references, and Section L/M alignment. Use when preparing federal solicitation submissions, responding to government RFPs, or drafting procurement bids.

Drafts Right of First Refusal and Co-Sale Agreements for venture-backed and closely-held companies. Establishes ROFR mechanics, tag-along/co-sale rights, transfer restrictions, and permitted transfer carve-outs aligned with NVCA standards. Use when drafting ROFR agreements, co-sale agreements, tag-along rights, share transfer restrictions, or investor protective provisions in venture capital, private equity, or startup financing transactions.

Drafts U.S. oil and gas royalty deeds conveying NPRI or participating royalty interests with fractional interest, land description, lease burden, cost allocation, and warranty language suitable for recording. Trigger when drafting royalty deeds, NPRI conveyances, mineral royalty transfers, or oil and gas royalty assignments.

Drafts market-standard Series A Stock Purchase Agreements for venture capital financings. Covers preferred stock issuance, rep/warranty packages, indemnification, closing conditions, and securities law compliance. Coordinates with ancillary documents (IRA, Voting Agreement, ROFR/Co-Sale). Use when drafting SPA, stock purchase agreement, Series A financing, preferred stock purchase, venture capital closing documents, or equity financing agreements.

Drafts civil trial verdict forms with sequentially numbered jury questions covering liability, affirmative defenses, damages, comparative fault, and special interrogatories. Enforces plain-language phrasing, logical conditional flow, and jurisdiction-appropriate formatting. Use when preparing verdict forms, special verdict forms, jury interrogatories, or general verdict forms with interrogatories.

Guides attorneys through deposition witness preparation using a two-session model with document review, practice examination, and day-of logistics. Covers party witnesses, fact witnesses, 30(b)(6) corporate representatives, and experts. Produces preparation memos, document review lists, topic summaries, and day-of checklists. Enforces ABA Opinion 508 ethical boundaries. Use when preparing any witness for deposition, scheduling prep sessions, or building witness preparation materials.

Produces structured U.S. legal audit summaries that distill compliance findings into executive-ready risk prioritization and remediation plans, covering likelihood/impact scoring, consequence analysis, and corrective actions with timelines and owners. Use for legal audits, compliance audits, regulatory audits, compliance gap analyses, risk assessments, audit report summaries, or remediation roadmaps. Trigger keywords: audit summary, compliance findings, audit report, risk prioritization, remediation plan, regulatory exposure, corrective action plan.

Drafts corporate board of directors meeting minutes. Triggers on "board minutes", "minutes of board meeting", "board of directors meeting minutes", "corporate minutes", "board resolutions", or "bylaws compliance".

Drafts a Petition for Writ of Certiorari to the U.S. Supreme Court under Rules 10, 13, 14, and 33. Enforces Rule 10 criteria (circuit splits, precedent conflicts, important federal questions), jurisdictional verification under 28 U.S.C. §§ 1254/1257, timeliness, document structure, and booklet formatting. Use when seeking discretionary Supreme Court review, filing a cert petition, or drafting a writ of certiorari.

Drafts cognovit promissory notes with confession of judgment provisions, gated by mandatory jurisdictional enforceability research, usury compliance, and statutory disclosure requirements. Advises on alternatives where cognovit clauses are prohibited. Use when drafting cognovit notes, confession of judgment instruments, or loan documents requiring waiver-of-defense provisions.

Drafts combined Deed of Trust and Security Agreement instruments creating real property and UCC Article 9 personal property security interests for commercial financing. Use when drafting trust deeds, security agreements, commercial real estate financing documents, or combined real/personal property security instruments.

Drafts litigation-ready U.S. pre-suit demand letters that function as settlement instruments and defensible future exhibits. Enforces element-driven narratives, verified authority, damages methodology, and ethics guardrails. Use this skill when the user mentions demand letter, pre-suit demand, breach and cure notice, settlement demand, insurance policy-limits demand, Stowers demand, FDCPA collection letter, notice of intent to file, cease and desist demand for payment, or pre-litigation correspondence. Also trigger when the user asks about FRE 408 framing, contractual notice compliance, statutory pre-suit prerequisites, evidence preservation notices, or quantifying damages for a demand package. Skill includes 14 verified real-letter exemplars referenced from `references/ARCHETYPE-INDEX.md`.

Supplements general deposition preparation with IP-specific examination frameworks for patent, trademark, copyright, and trade secret cases. Covers witness strategies for inventors, accused infringers, licensing witnesses, and experts. Use alongside @deposition-preparation and @deposition-expert-witness when planning IP depositions, drafting outlines, or analyzing witness strategy.

Drafts court-ready Domestic Violence Restraining Order petitions compiling chronological abuse incidents into element-driven pleadings supporting ex parte TRO and permanent protective order relief. Covers personal conduct orders, stay-away orders, custody/visitation, move-out orders, property control, and firearms relinquishment. Use when drafting DVRO petitions, protective order requests, ex parte TRO applications, or domestic violence pleadings.

Drafts a U.S.-compliant Exporter of Record (EOR) Agreement appointing a third party as USPPI for international export transactions. Allocates compliance obligations under EAR, ITAR, OFAC, and CBP with denied-party screening, AES/EEI filing, indemnification, and record retention. Use when drafting EOR appointments, export compliance service agreements, or logistics outsourcing for cross-border shipments.

Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 with legitimate business purpose, valuation discounts, and senior-generation control. Use when drafting FLP agreements, family partnership documents, or estate planning partnership structures.

Drafts U.S. SEC Form D notice data sets for Regulation D exempt offerings (Rule 504, 506(b), 506(c)), ready for EDGAR submission. Use when preparing a Form D filing, notice of exempt offering, Reg D compliance, or unregistered securities offering notice.

Drafts a U.S. franchise-focused confidentiality and non-disclosure agreement protecting franchisor trade secrets, operational manuals, financial data, marketing strategies, and supplier terms during pre-franchise evaluation. Use when preparing an NDA for prospective franchisees, pre-FDD disclosures, franchise due diligence, or confidentiality agreements covering franchise system information.

Drafts a HIPAA Release Authorization form compliant with 45 CFR § 164.508 for authorizing disclosure of protected health information. Use when drafting HIPAA authorizations, PHI release forms, medical records releases, or healthcare privacy waivers alongside healthcare powers of attorney or advance directives.

Drafts intellectual property assignment agreements transferring patents, trademarks, copyrights, and trade secrets. Covers conveyancing language, registration recordation, consideration, representations and warranties, and post-closing obligations. Use when drafting IP assignments, asset purchase IP transfers, or technology transfer documents.

Summarizes U.S. commercial lease agreements into structured transactional abstracts. Use when asked for a commercial lease summary, lease abstract, key lease terms, rent schedule review, default/termination analysis, or lease handoff. Produces party-to-obligation mappings, financial mechanics, risk flags, and critical date calendars.

Drafts institutional-quality Limited Partnership Agreements for PE/VC fund formation. Covers GP/LP terms, capital commitments, distribution waterfall, carried interest, LPAC governance, clawback, and tax provisions. Use when drafting LPA, fund formation agreement, limited partnership terms, or PE/VC fund documents.

Drafts enforceable U.S. Oil and Gas Leases conveying subsurface mineral rights from lessor to lessee while reserving surface rights, royalty interests, and environmental obligations. Handles grant clauses, royalty structures, pooling/unitization, habendum terms, and state-specific regulatory compliance. Use when preparing leases for exploration, extraction, production, mineral rights conveyance, delay rentals, shut-in royalties, or energy law transactional matters.