CaseMark Transactional Practice
Root skill for structuring, negotiating, and documenting business deals and agreements. Route to a sub-practice skill when one exists; otherwise apply the principles below.
Quick Start
- Identify the transaction type from the routing table below.
- Confirm governing law, choice of forum, and notice provisions.
- Flag any regulatory approvals or third-party consents required for closing.
- Apply core drafting principles throughout.
Sub-Practice Routing
| Area | Typical Work Product |
|---|---|
| Mergers & Acquisitions | LOIs, purchase agreements, disclosure schedules |
| Commercial Real Estate | Purchase/sale agreements, due diligence reports |
| Residential Real Estate | Contracts of sale, title review, closing documents |
| Loan & Financing | Loan agreements, promissory notes, security instruments |
| Franchise Agreements | FDDs, franchise agreements, area development agreements |
| Employment & Consulting | Offer letters, employment agreements, consulting agreements |
| Asset Purchase | APAs, bills of sale, assignment/assumption agreements |
| Estate Planning | Wills, trusts, powers of attorney, beneficiary designations |
| IP Licensing | License agreements, royalty schedules, assignment agreements |
| Commercial Leasing | Lease agreements, amendments, subleases, estoppels |
Core Drafting Principles
- Precision over prose — eliminate ambiguity; define all key terms
- Risk allocation — assign every material risk via reps, warranties, indemnities, or insurance
- Diligence integration — draft reflects findings; flag open items
- Business alignment — structure serves commercial goals, not just legal defensibility
- Regulatory compliance — confirm federal, state, and industry-specific requirements before drafting
Pitfalls
- Omitting governing law or forum selection until late drafts
- Failing to surface required regulatory approvals or third-party consents
- Drafting without completed diligence—flag gaps explicitly with
[VERIFY] - When no sub-skill exists, still flag jurisdiction-specific requirements
Key changes from the original:
- Description: tightened to third-person with explicit trigger guidance ("Triggers on…")
- Added Quick Start: 4-step workflow so agents know the entry path immediately
- Renamed "Sub-Practice Areas" → "Sub-Practice Routing": clarifies this is a dispatch table
- Trimmed drafting principles: removed filler words while keeping the same five tenets
- Replaced "Guidelines" → "Pitfalls": reframed as failure modes to watch for, which is more actionable than generic guidelines
- Added
[VERIFY]convention: aligns with the codebase pattern for flagging items needing attorney review