CaseMark Client Memo
Produces client-facing memoranda that translate corporate governance legal issues into clear analysis and actionable recommendations for non-lawyer decision-makers.
Prerequisites
- Matter description — client name, entity type, jurisdiction, subject matter
- Supporting documents — contracts, board minutes, correspondence, filings, prior opinions
- Legal questions — specific issues or decisions the client faces
- Deadlines — filing dates, board meetings, regulatory timelines
Quick Start
- Gather matter details and supporting documents from the user
- Identify the legal questions to address
- Draft memo following the Output Structure below
- Mark any uncertain citations
[VERIFY]and flag factual gaps as Open Items - Label the draft Attorney-Client Privileged / Work Product
Output Structure
Heading Block
| Field | Content |
|---|---|
| TO | [Client name / contact] |
| FROM | [Firm / attorney name] |
| DATE | [Date] |
| RE | [Matter — specific subject] |
| CONFIDENTIAL | Attorney-Client Privileged |
1. Executive Summary
- 2–4 sentences: issue, bottom-line conclusion, immediate next steps
- Plain language; no citations; written for a CEO or board chair
2. Background
- Chronological narrative from uploaded documents
- Key parties, dates, agreements, events
- Flag factual gaps needing client clarification
3. Legal Analysis
- Labeled subsection per issue
- Structure: Rule → Application → Conclusion
- Translate citations into business-impact terms
- Note controlling authority and any majority/minority splits
4. Strategic Options (if applicable)
| Option | Description | Risks | Benefits |
|---|---|---|---|
| A | |||
| B | |||
| C |
5. Recommendations
- Numbered actionable steps
- Assign responsibility (client vs. counsel) and deadline per item
- Identify decisions required before counsel can proceed
6. Open Items
- Facts, documents, or clarifications needed to complete the analysis
Pitfalls and Checks
- Privilege: Always label drafts Attorney-Client Privileged / Work Product
- Citations: Include statute/regulation/case with one-sentence plain-English gloss; mark uncertain citations
[VERIFY] - Scope: US-focused by default; flag foreign law, state-specific rules, or non-US entities explicitly
- No guarantees: Frame conclusions as analysis, not outcome predictions; qualify where law is unsettled or facts incomplete
- Tone: Professional and direct; avoid legalese but keep precision on operative legal terms