CaseMark
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- 3 weeks ago last updated
- ▌ Edit · casemark bundleReplace an exact, unique string in an existing file. Use for targeted single-occurrence edits to files from the IPython kernel instead of rewriting the whole file.
- ▌ Setup 2 · casemark bundleInstalls 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.
- ▌ Linc Matter Init · casemarkGuide legal matter intake or auto-initialization and turn durable answers into MATTER.md using Linc's native matter tools.
- ▌ Discovery Desktop · casemark bundleDevelopment skill for CaseMark's discovery-desktop application - a legal e-discovery platform for document upload, OCR processing, and semantic search. Built with Next.js 16, React 19, Drizzle ORM, and Case.dev APIs. Use this skill when: (1) Working on or extending the discovery-desktop codebase, (2) Integrating with Case.dev APIs for OCR, semantic search, or vault management, (3) Modifying the database schema or queries, (4) Building e-discovery workflow features, or (5) Deploying/configuring the application.
- ▌ Iolta Manager · casemark bundleDevelopment skill for CaseMark's IOLTA Manager application - a trust account management system for law firms to maintain IOLTA compliance. Features client/matter management, transaction tracking, trust holds, compliance reports, and audit trails. Built with Next.js 15, PostgreSQL, Drizzle ORM, and Tailwind CSS. Use this skill when: (1) Working on or extending the iolta-manager codebase, (2) Adding transaction or accounting features, (3) Modifying the database schema, (4) Building compliance reports, (5) Working with state-specific IOLTA rules, or (6) Implementing audit/security features.
- ▌ Goal · casemark bundleManage the persistent thread goal from IPython. Use to read goal status and budget usage, to start a goal when the user explicitly asks for one, or to mark the active goal complete once its objective is fully achieved.
- ▌ Prime Agent Release · casemarkUpdate or publish a Prime Agent release version. Use when Codex is asked to bump Prime Agent versions, prepare a release branch, update release changelogs, tag or publish a Prime Agent release, verify the R2 tarball release workflow, or explain the Prime Agent release process.
- ▌ Linear · casemark bundleRead and write Linear issues, projects, cycles, comments, and more via Linear's official MCP server. Tools are auto-discovered from the server at runtime.
- ▌ Notion · casemark bundleSearch Notion and read/create/update pages and databases via Notion's official hosted MCP server. Tools are auto-discovered from the server at runtime.
- ▌ Refine · casemark bundleTrigger continual harness refinement from IPython. Use when you notice a repeated failure, reusable tactic, delegation role, or behavior policy that should be persisted as a harness entry. Returns immediately; refinement runs when the current turn ends.
- ▌ Compact · casemark bundleCheck context usage and compact the conversation from IPython. Use when context is filling up and substantial work remains, so the session is summarized and you keep working instead of stopping early.
- ▌ Websearch · casemark bundleSearch Google via the Serper API. Takes a single query. Returns titles, URLs, snippets, and knowledge-graph data.
- ▌ Attach Image · casemark bundleLoad an on-disk image (PNG, JPEG, GIF, WebP) into the model's context as a viewable attachment so the model can directly SEE it — for screenshots, diagrams, charts, photos, or scanned pages. Use this when you need to perceive an image's visual contents. Requires a vision-capable model; errors clearly otherwise.
- ▌ Agent Message · casemark bundleMessage an agent's parent, siblings, or direct children through the daemon. Use the family roster to discover reachable agents and send direct text without spoofing sender identity.
- ▌ Agent Observe · casemark bundleRead-only observation of an agent's parent, siblings, and direct children. Use to inspect family status and bounded recent-message previews without mutating sessions.
- ▌ Rlm Heartbeat · casemark bundleManage agent-owned RLM heartbeats from IPython. Use when the user asks the agent to start, create, schedule, or manage a heartbeat, unless they explicitly request the user's /heartbeat.
- ▌ Skill Creator · casemark bundleCreate, validate, and install prime-linc skills - both markdown skills and Python-backed skills callable from the IPython kernel. Use when the user asks to create a skill, turn a workflow, script, or prompt into a reusable skill, add a Python skill the agent can call, or asks how to write a SKILL.md and where skills live.
- ▌ Prime Intellect · casemark bundleWork with Prime Intellect products via the prime CLI and Python SDKs - verifiers environments and the Environments Hub, evaluations (local and hosted), Hosted Training and prime-rl, code sandboxes, Prime Inference, GPU compute (pods and clusters), storage, and tunnels. Use when a task involves Prime Intellect, the prime CLI, verifiers, RL environments, evals, training, sandboxes, renting GPUs, Prime Inference models, or when the user asks what Prime Intellect is or what it offers.
- ▌ Analyzing Fairness Opinion Valuations · casemarkEvaluates fairness opinion methodologies across DCF, trading comps, and precedent transactions for board-level decisions. Use when reviewing fairness opinions, preparing board materials, or analyzing transaction fairness.
- ▌ Analyzing Frontier Market Investments · casemarkEvaluates frontier market opportunities with liquidity constraints, custody risk, settlement infrastructure, and governance assessment. Use when analyzing frontier markets, assessing operational risk, or evaluating frontier market access.
- ▌ Analyzing Investor Concentration Risk · casemarkMonitors LP base composition with concentration analysis, redemption risk, and re-up probability assessment. Use when analyzing investor concentration, assessing re-up risk, or managing LP base diversification.
- ▌ Analyzing Key Person Event Provisions · casemarkEvaluates key person clause triggers, consequences, and cure mechanics in partnership documentation. Use when analyzing key person provisions, assessing management stability risk, or structuring departure protections.
- ▌ Analyzing Local Currency Debt Markets · casemarkEvaluates local currency government and corporate bond markets with yield analysis, inflation dynamics, and FX carry assessment. Use when analyzing local currency debt, evaluating EM bond opportunities, or assessing carry strategies.
- ▌ Analyzing Oilfield Services Economics · casemarkEvaluates OFS sector investments with rig count sensitivity, day rate analysis, and technology adoption curves. Use when analyzing oilfield services, evaluating service company economics, or assessing technology uptake.
- ▌ Analyzing Secondary Credit Facilities · casemarkEvaluates secondary-focused credit facilities with leverage terms, borrowing base mechanics, and portfolio pledging requirements. Use when analyzing secondary lending, structuring portfolio leverage, or evaluating fund finance options.
- ▌ Analyzing Spac Transaction Structures · casemarkEvaluates SPAC de-SPAC transaction economics with sponsor dilution, redemption risk, PIPE analysis, and warrant impact. Use when analyzing SPAC deals, evaluating sponsor economics, or modeling de-SPAC outcomes.
- ▌ Analyzing Sustainable Debt Structures · casemarkEvaluates green bonds, sustainability-linked bonds, and social bonds with KPI selection, step-up mechanics, and framework assessment. Use when structuring ESG-linked debt, analyzing sustainability frameworks, or evaluating green bond eligibility.
- ▌ Analyzing Volatility Surface Dynamics · casemarkEvaluates implied volatility surfaces with skew analysis, term structure dynamics, and surface fitting methodologies. Use when analyzing vol surfaces, assessing skew dynamics, or calibrating volatility models.
- ▌ Analyzing Water Rights And Allocation · casemarkEvaluates water rights valuation with seniority analysis, regulatory framework assessment, and allocation risk for resource investments. Use when analyzing water rights, evaluating water allocation, or assessing water risk.
- ▌ Building Statistical Arbitrage Models · casemarkConstructs stat arb strategies with pair selection, signal generation, and portfolio optimization under market neutrality constraints. Use when building stat arb models, designing market-neutral strategies, or optimizing pair portfolios.
- ▌ Conducting Cross Border Due Diligence · casemarkStructures international DD with multi-jurisdictional legal review, regulatory assessment, and cultural integration analysis. Use when conducting international DD, managing multi-country processes, or evaluating cross-border operational risk.
- ▌ Conducting Peer Benchmarking Analysis · casemarkEvaluates fund performance against peer universes with vintage year comparison, quartile ranking, and strategy-specific benchmarking. Use when benchmarking fund performance, analyzing vintage comparisons, or assessing relative positioning.
- ▌ Conducting Traffic And Demand Studies · casemarkEvaluates demand forecasts for toll roads, airports, and ports with independent engineer review and scenario sensitivity analysis. Use when analyzing traffic studies, validating demand forecasts, or stress testing revenue projections.
- ▌ Drafting Equity Offering Prospectuses · casemarkStructures S-1/F-1 prospectus content with business description, risk factors, MD&A, and financial presentation requirements. Use when preparing IPO prospectuses, drafting SEC filings, or structuring offering documents.
- ▌ Evaluating Post Reorganization Equity · casemarkAssesses post-emergence equity with clean balance sheet analysis, improved capital structure, and re-rating potential. Use when evaluating post-reorg equity, analyzing emergence opportunities, or assessing restructured company value.
- ▌ Managing Central Clearing Obligations · casemarkCoordinates central clearing requirements with CCP selection, margin optimization, and clearing threshold monitoring. Use when managing clearing obligations, optimizing CCP selection, or analyzing clearing economics.
- ▌ Managing Cross Border Settlement Risk · casemarkEvaluates settlement risk in cross-border transactions with time zone analysis, CLS participation, and Herstatt risk mitigation. Use when managing settlement risk, analyzing CLS eligibility, or evaluating cross-currency settlement.
- ▌ Managing Investor Compliance Requests · casemarkCoordinates regulatory and compliance information requests from institutional LPs including FOIA, regulatory filings, and audit support. Use when responding to compliance requests, managing FOIA inquiries, or supporting LP audit processes.
- ▌ Managing Operating Partner Engagement · casemarkStructures operating partner involvement with portfolio company assignment, initiative tracking, and impact measurement. Use when coordinating operating partners, tracking operational initiatives, or measuring portfolio support impact.
- ▌ Modeling Counterparty Credit Exposure · casemarkCalculates potential future exposure and CVA with simulation-based approaches and netting agreement analysis. Use when modeling counterparty exposure, calculating CVA/DVA, or assessing counterparty risk.
- ▌ Modeling Interest Rate And Basis Risk · casemarkAnalyzes structural interest rate exposure with fixed/floating mismatch, basis risk, and cap/floor adequacy assessment. Use when modeling structural rate risk, analyzing basis risk, or evaluating interest rate hedging needs.
- ▌ Modeling Intraday Volatility Patterns · casemarkAnalyzes intraday volatility dynamics with open/close effects, lunch-time patterns, and event-driven volatility estimation. Use when modeling intraday volatility, timing order execution, or analyzing time-of-day effects.
- ▌ Modeling Portfolio Risk Decomposition · casemarkDecomposes portfolio risk with factor attribution, idiosyncratic risk, and marginal contribution to risk analysis. Use when decomposing portfolio risk, attributing risk sources, or analyzing factor risk contribution.
- ▌ Modeling Resource Depletion Economics · casemarkBuilds depletion models with production decline, reserve replacement economics, and terminal value analysis for finite-life assets. Use when modeling depletion, analyzing resource longevity, or evaluating reserve life economics.
- ▌ Modeling Scenario Planning Frameworks · casemarkBuilds corporate scenario planning models with macro assumption sets, strategic response options, and contingency plan development. Use when building scenario frameworks, planning strategic responses, or developing contingency strategies.
- ▌ Preparing Credit Investment Memoranda · casemarkCreates credit investment memos with borrower analysis, structural assessment, risk evaluation, and relative value positioning. Use when writing credit memos, documenting loan decisions, or presenting credit opportunities.
- ▌ Preparing Private Placement Memoranda · casemarkCreates fund PPM documentation with investment strategy, risk factors, fee disclosure, and regulatory compliance for fund marketing. Use when preparing PPMs, drafting fund marketing materials, or structuring offering documentation.
- ▌ Preparing Real Asset Investment Cases · casemarkStructures real asset investment recommendations with commodity thesis, asset-level analysis, and risk assessment for IC presentation. Use when preparing resource investment cases, building IC materials, or documenting real asset opportunities.
- ▌ Structuring Co Investment Allocations · casemarkDesigns co-invest offerings with allocation methodology, LP terms, and fee/carry structure for direct investment opportunities. Use when structuring co-investments, allocating deal capacity, or managing LP co-invest programs.
- ▌ Structuring Direct Lending Facilities · casemarkDesigns direct lending structures with pricing, covenant packages, and documentation tailored for middle-market borrowers. Use when structuring direct loans, designing covenant packages, or analyzing direct lending terms.
- ▌ Structuring Energy Offtake Agreements · casemarkDesigns power purchase agreements and energy offtake structures with price mechanics, volume commitments, and curtailment provisions. Use when structuring PPAs, analyzing offtake terms, or evaluating energy contract risk.
- ▌ Structuring Fund Vehicle Architecture · casemarkDesigns fund legal structures with master-feeder, parallel fund, and blocker entity configurations for tax-efficient investor access. Use when designing fund structures, selecting vehicle types, or optimizing multi-jurisdictional access.
- ▌ Structuring Infrastructure Fund Terms · casemarkDesigns infrastructure fund structures with longer fund lives, NAV-based distributions, and co-investment programs for illiquid assets. Use when structuring infra funds, designing open-ended vehicles, or analyzing infrastructure fund terms.
- ▌ Structuring Joint Venture Investments · casemarkDesigns cross-border JV structures with governance frameworks, exit mechanisms, and dispute resolution for international partnerships. Use when structuring international JVs, designing governance frameworks, or planning exit mechanics.
- ▌ Structuring Risk Retention Compliance · casemarkDesigns risk retention structures meeting US and EU requirements with vertical, horizontal, and L-shaped retention options. Use when structuring risk retention, analyzing sponsor retention alternatives, or ensuring regulatory compliance.
- ▌ Structuring Smart Beta Product Design · casemarkDesigns systematic investment products with transparent methodology, rebalancing rules, and index construction specifications. Use when designing smart beta products, creating index methodologies, or structuring systematic funds.
- ▌ Analyzing Central Bank Balance Sheets · casemarkStructures central bank balance sheet analysis with QE/QT impact assessment and reserve management. Use when analyzing central bank operations, evaluating QE effects, or tracking reserve management.
- ▌ Analyzing Deal Financing Alternatives · casemarkCompares financing alternatives including debt, equity, convertibles, and hybrid instruments for transactions. Use when evaluating financing options, comparing capital structure alternatives, or optimizing deal funding.
- ▌ Managing Business Succession Planning · casemarkStructures business exit and succession planning with valuation, buyer identification, and tax strategy. Use when planning business succession, valuing private businesses, or structuring ownership transitions.
- ▌ Managing Capital Expenditure Planning · casemarkStructures capex evaluation with ROI analysis, approval workflows, and project tracking. Use when evaluating capital projects, analyzing investment returns, or managing capex budgets.
- ▌ Managing Charitable Giving Strategies · casemarkStructures charitable planning with vehicle selection, tax benefit optimization, and legacy impact analysis. Use when planning charitable giving, evaluating donor-advised funds, or structuring foundation contributions.
- ▌ Managing Commercial Loan Underwriting · casemarkStructures commercial loan underwriting with financial spreading, cash flow analysis, and risk rating. Use when underwriting commercial loans, analyzing borrower financials, or assigning risk ratings.
- ▌ Managing Concentrated Stock Positions · casemarkEvaluates strategies for concentrated equity positions with tax-efficient diversification and hedging analysis. Use when managing concentrated positions, planning diversification, or evaluating hedging strategies.
- ▌ Managing Emerging Risk Identification · casemarkStructures emerging risk scanning with horizon analysis and early warning indicator development. Use when identifying emerging risks, scanning for new threats, or developing early warning systems.
- ▌ Managing Insurance Regulatory Filings · casemarkStructures statutory filing preparation with SAP differences, risk-based capital, and annual statement schedules. Use when preparing statutory filings, calculating RBC, or managing regulatory submissions.
- ▌ Managing Investment Policy Statements · casemarkCreates and maintains IPS documents with objectives, constraints, and governance requirements. Use when writing investment policy statements, documenting investment guidelines, or updating policy parameters.
- ▌ Managing Portfolio Company Governance · casemarkStructures board governance for portfolio companies with reporting cadence and strategic oversight documentation. Use when managing portfolio boards, structuring governance frameworks, or documenting board practices.
- ▌ Managing Privacy Compliance Financial · casemarkEvaluates data privacy practices against GLBA, CCPA, and state privacy requirements. Use when assessing financial privacy compliance, managing opt-out requirements, or documenting data practices.
- ▌ Managing Treasury Management Services · casemarkStructures treasury management product analysis with cash management, payment solutions, and fee optimization. Use when evaluating treasury services, analyzing cash management needs, or optimizing banking relationships.
- ▌ Managing Adverse Event Reporting Research · casemarkDocuments research adverse events with causality assessment and regulatory reporting timelines. Use when reporting research AEs, assessing causality, or managing safety reporting.
- ▌ Managing Dental Radiograph Interpretation · casemarkStructures dental radiograph interpretation with caries detection, bone level assessment, and pathology identification. Use when reading dental X-rays, identifying radiographic pathology, or documenting dental imaging findings.
- ▌ Managing Environmental Health Assessments · casemarkStructures environmental health evaluations with exposure assessment and risk communication. Use when assessing environmental health risks, evaluating contamination, or communicating environmental findings.
- ▌ Managing Occupational Health Surveillance · casemarkStructures workplace health surveillance with exposure monitoring, screening programs, and OSHA reporting. Use when managing occupational health, monitoring workplace exposures, or tracking occupational injuries.
- ▌ Managing Occupational Therapy Assessments · casemarkStructures OT evaluation with ADL assessment, adaptive equipment needs, and work readiness evaluation. Use when conducting OT assessments, evaluating ADL independence, or recommending adaptive equipment.
- ▌ Managing Psychiatric Consultation Liaison · casemarkStructures C-L psychiatry assessments for medical-surgical inpatients with delirium, capacity, and behavioral concerns. Use when performing psych consults on medical floors, assessing delirium, or managing behavioral issues in medical patients.
- ▌ Managing Psychological Trauma Assessments · casemarkGuides trauma-informed assessment with PTSD screening and trauma history documentation. Use when assessing trauma exposure, screening for PTSD, or documenting trauma history.
- ▌ Analyzing Activist Campaign Strategies · casemarkEvaluates activist investor campaigns with thesis assessment, proposed changes, and likely outcome analysis. Use when analyzing activist situations, evaluating campaign theses, or assessing activist track records.
- ▌ Analyzing Capital Control Environments · casemarkEvaluates capital control regimes with repatriation restrictions, investment caps, and regulatory approval requirements. Use when assessing capital controls, evaluating repatriation risk, or analyzing investment restrictions.
- ▌ Analyzing Continuation Fund Structures · casemarkEvaluates GP-led continuation vehicle structures with existing LP options, pricing methodology, and new investor terms. Use when analyzing continuation vehicles, structuring GP-led transactions, or evaluating tender offers.
- ▌ Analyzing Convertible Instrument Terms · casemarkEvaluates SAFE, convertible note, and KISS structures with conversion mechanics, caps, discounts, and MFN provisions. Use when analyzing convertible instruments, comparing SAFE vs note terms, or modeling conversion scenarios.
- ▌ Analyzing Credit Derivative Structures · casemarkEvaluates CDS, CDX, and bespoke credit derivative structures with spread analysis and credit event mechanics. Use when analyzing credit derivatives, pricing CDS, or evaluating index tranche products.
- ▌ Analyzing Cross Border Deal Structures · casemarkEvaluates cross-border transaction complexities including tax treaties, currency, regulatory approvals, and cultural factors. Use when structuring international deals, assessing cross-border risk, or navigating multi-jurisdiction closings.
- ▌ Analyzing Cross Border Tax Structuring · casemarkEvaluates international tax structures with treaty networks, withholding rates, and permanent establishment risk analysis. Use when structuring cross-border tax, analyzing treaty benefits, or evaluating tax-efficient structuring.
- ▌ Analyzing Distressed Credit Situations · casemarkEvaluates distressed debt opportunities with recovery analysis, liquidity assessment, and potential restructuring outcomes. Use when screening distressed situations, analyzing stressed credits, or evaluating workout scenarios.
- ▌ Analyzing Dividend Policy Optimization · casemarkEvaluates dividend policy with payout sustainability, peer comparison, and investor preference analysis across growth and value contexts. Use when analyzing dividend policy, evaluating payout ratios, or designing dividend programs.
- ▌ Analyzing Executory Contract Decisions · casemarkEvaluates assumption, rejection, and assignment decisions for executory contracts and unexpired leases in bankruptcy. Use when analyzing contract decisions, evaluating lease rejections, or modeling cure cost exposure.
- ▌ Analyzing Fraudulent Transfer Exposure · casemarkEvaluates fraudulent conveyance risk for leveraged transactions with solvency analysis and reasonably equivalent value assessment. Use when analyzing fraudulent transfer risk, conducting solvency tests, or evaluating historical transactions.
- ▌ Analyzing Investor Advisory Committees · casemarkStructures IAC/LPAC design with composition, authority scope, conflict review protocols, and valuation oversight. Use when designing advisory committees, defining LPAC authority, or structuring conflict resolution processes.
- ▌ Analyzing Unfunded Commitment Exposure · casemarkEvaluates unfunded commitment obligations with call probability, pacing models, and portfolio-level exposure management. Use when analyzing unfunded exposure, managing commitment pacing, or stress testing capital calls.
- ▌ Conducting Buyout Commercial Diligence · casemarkStructures CDD with market sizing, customer concentration, competitive dynamics, and growth sustainability analysis. Use when conducting commercial DD, validating market assumptions, or assessing revenue durability.
- ▌ Conducting Pre Trade Compliance Checks · casemarkStructures pre-trade compliance with restricted list screening, position limits, and regulatory constraint verification. Use when running pre-trade compliance, screening restricted securities, or verifying trading limits.
- ▌ Evaluating Litigation Driven Catalysts · casemarkAssesses litigation outcome impact with settlement probability, damage range estimation, and stock price sensitivity analysis. Use when evaluating litigation catalysts, modeling legal outcomes, or analyzing litigation-driven opportunities.
- ▌ Evaluating Management Team Scalability · casemarkAssesses leadership team capacity to scale with organizational design review, key person risk, and executive bench analysis. Use when evaluating management scalability, identifying talent gaps, or assessing organizational readiness.
- ▌ Evaluating Marketplace Business Models · casemarkAssesses marketplace dynamics with take rate analysis, liquidity metrics, supply/demand balance, and network effect strength. Use when evaluating marketplaces, analyzing take rates, or assessing network effect moats.
- ▌ Managing Credit Portfolio Surveillance · casemarkMonitors credit portfolio health with rating migration tracking, watchlist management, and early warning indicator analysis. Use when conducting portfolio surveillance, managing credit watchlists, or tracking credit migration.
- ▌ Managing Creditor Committee Activities · casemarkStructures official committee operations with financial advisor engagement, investigation scope, and plan negotiation strategy. Use when supporting creditor committees, coordinating committee advisors, or analyzing committee positions.
- ▌ Managing Syndication And Co Investment · casemarkCoordinates multi-investor rounds with allocation, lead/follow dynamics, and information rights structuring. Use when syndicating rounds, managing co-investor relationships, or structuring investor groups.
- ▌ Modeling Default And Recovery Analysis · casemarkBuilds default probability and recovery rate models with industry data, structural analysis, and loss-given-default estimation. Use when modeling credit losses, estimating recovery values, or analyzing default scenarios.
- ▌ Modeling Event Driven Trading Analysis · casemarkAnalyzes event-driven opportunities with catalyst identification, pricing efficiency assessment, and risk/reward evaluation. Use when analyzing event-driven situations, evaluating catalysts, or assessing event timing.
- ▌ Modeling Share Repurchase Optimization · casemarkAnalyzes buyback program design with timing optimization, price sensitivity, and EPS accretion impact modeling. Use when optimizing buybacks, modeling repurchase economics, or comparing return-of-capital alternatives.