CaseMark
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- ▌ Managing Immunization Protocols · casemarkGuides immunization administration with screening, scheduling, and documentation requirements. Use when administering vaccines, screening for contraindications, or documenting immunizations.
- ▌ Managing Immunization Schedules · casemarkApplies CDC pediatric immunization schedule with catch-up protocols and contraindication screening. Use when managing pediatric vaccines, scheduling catch-up immunizations, or screening for contraindications.
- ▌ Managing Patient Portal Content · casemarkCreates patient-facing health information content with health literacy and accessibility standards. Use when developing portal content, writing patient communications, or managing digital health tools.
- ▌ Managing Pelvic Floor Disorders · casemarkGuides pelvic floor assessment with POP-Q staging and treatment algorithm documentation. Use when evaluating pelvic organ prolapse, staging PFDs, or managing incontinence.
- ▌ Managing Pharmacokinetic Dosing · casemarkCalculates individualized drug doses using pharmacokinetic parameters (vancomycin, aminoglycosides, phenytoin). Use when performing PK calculations, adjusting drug levels, or calculating loading/maintenance doses.
- ▌ Managing Pulmonary Hypertension · casemarkStructures PH evaluation with right heart catheterization interpretation and treatment classification. Use when evaluating pulmonary hypertension, interpreting RHC data, or classifying PH by WHO group.
- ▌ Managing Rapid Response Nursing · casemarkStructures rapid response team activation criteria and nursing documentation during rapid response events. Use when activating rapid response, documenting RRT events, or recognizing deterioration.
- ▌ Managing Regulatory Submissions · casemarkStructures FDA/EMA regulatory submission packages with CTD format compliance. Use when preparing regulatory submissions, organizing CTD modules, or compiling FDA packages.
- ▌ Managing Renal Dose Adjustments · casemarkAdjusts medication doses based on renal function using CrCl/eGFR calculations. Use when adjusting for renal impairment, calculating CrCl-based doses, or managing medications in kidney disease.
- ▌ Managing Risk Adjustment Coding · casemarkCaptures HCC codes for risk adjustment with annual assessment and documentation requirements. Use when coding for risk adjustment, capturing HCC conditions, or managing RAF scores.
- ▌ Managing Surgical Complications · casemarkClassifies and documents surgical complications using Clavien-Dindo grading with management protocols. Use when managing post-surgical complications, grading adverse events, or documenting complication management.
- ▌ Managing Toxicology Emergencies · casemarkIdentifies toxidromes and guides decontamination and antidote protocols. Use when managing overdoses, identifying toxidromes, or consulting poison control protocols.
- ▌ Managing Transplant Evaluations · casemarkGuides transplant candidacy evaluation with organ-specific criteria and listing documentation. Use when evaluating transplant candidates, documenting listing criteria, or coordinating transplant workups.
- ▌ Managing Valvular Heart Disease · casemarkGuides valve disease severity assessment with intervention criteria and surveillance schedules. Use when evaluating valve disease, assessing surgical/interventional timing, or monitoring valve function.
- ▌ Performing Emergency Procedures · casemarkDocuments procedural indications, consent, technique, and complications for ED procedures. Use when performing emergency procedures, documenting procedural notes, or recording bedside procedures.
- ▌ Tracking Clinical Deterioration · casemarkImplements early warning score monitoring (NEWS, MEWS) with escalation criteria. Use when monitoring clinical deterioration, calculating early warning scores, or triggering rapid response criteria.
- ▌ Validating New Laboratory Tests · casemarkStructures test validation with precision, accuracy, linearity, and reference range establishment. Use when validating new assays, documenting method comparisons, or establishing reference ranges.
- ▌ Analyzing Alpha Signal Decay · casemarkEvaluates signal half-life, turnover implications, and capacity constraints for systematic alpha factors. Use when analyzing signal persistence, evaluating factor decay, or estimating strategy capacity.
- ▌ Conducting Reg Ab Compliance · casemarkStructures Regulation AB II compliance with asset-level data requirements, servicer reporting, and shelf registration eligibility. Use when ensuring Reg AB compliance, preparing ABS reporting, or structuring shelf eligibility.
- ▌ Modeling Stub Value Analysis · casemarkCalculates stub equity value with subsidiary attribution, holding company discount, and sum-of-parts residual analysis. Use when analyzing stub values, evaluating holding company discounts, or identifying negative stub situations.
- ▌ Screening Deal Flow Pipeline · casemarkFilters inbound deal flow against fund thesis, stage, sector, and return requirements with structured pass/advance decisions. Use when triaging deal flow, evaluating inbound pitches, or managing sourcing pipelines.
- ▌ Structuring Abs Transactions · casemarkDesigns asset-backed securitization structures with tranche hierarchy, credit enhancement, and cash flow allocation mechanics. Use when structuring ABS deals, designing tranche waterfall, or analyzing credit enhancement levels.
- ▌ Structuring Rights Offerings · casemarkDesigns rights issue structures with subscription ratios, pricing discounts, and standby underwriting arrangements. Use when structuring rights offerings, analyzing dilution protection, or evaluating capital raise alternatives.
- ▌ Analyzing Capital Allocation · casemarkEvaluates management capital allocation decisions across M&A, buybacks, dividends, and reinvestment. Use when assessing capital allocation, analyzing ROIC, or evaluating shareholder return strategies.
- ▌ Analyzing Cryptocurrency Tax · casemarkStructures cryptocurrency tax analysis with cost basis tracking, gain classification, and reporting requirements. Use when analyzing crypto tax, tracking digital asset basis, or classifying crypto transactions.
- ▌ Analyzing Demographic Trends · casemarkStructures demographic analysis with population projections, dependency ratios, and economic impact assessment. Use when analyzing demographics, projecting population trends, or assessing demographic economic impact.
- ▌ Analyzing Inflation Dynamics · casemarkStructures inflation analysis with component decomposition, expectations tracking, and Phillips curve assessment. Use when analyzing inflation, decomposing CPI/PCE, or tracking inflation expectations.
- ▌ Analyzing Operating Leverage · casemarkStructures operating leverage analysis with fixed/variable cost decomposition and breakeven modeling. Use when analyzing operating leverage, modeling breakeven, or assessing cost structure.
- ▌ Analyzing Tax Reform Impacts · casemarkEvaluates legislative tax changes with modeling, transition planning, and compliance requirement analysis. Use when assessing tax reform, modeling legislative changes, or planning compliance transitions.
- ▌ Analyzing Total Return Swaps · casemarkStructures TRS analysis with funding benefit, counterparty exposure, and economic equivalence assessment. Use when analyzing TRS, evaluating synthetic exposure, or comparing TRS to cash positions.
- ▌ Analyzing Trade And Currency · casemarkStructures trade balance analysis with currency dynamics, competitiveness assessment, and tariff impact modeling. Use when analyzing trade data, evaluating currency trends, or assessing trade policy impact.
- ▌ Analyzing Venture Deal Terms · casemarkEvaluates VC term sheet provisions with economic and control analysis and cap table impact. Use when analyzing term sheets, negotiating deal terms, or modeling cap table outcomes.
- ▌ Building Driver Based Models · casemarkConstructs driver-based financial models with operational metric linkage and sensitivity analysis. Use when building driver-based forecasts, linking operational and financial metrics, or modeling business drivers.
- ▌ Conducting Scenario Planning · casemarkStructures financial scenario analysis with assumption modeling, sensitivity testing, and decision frameworks. Use when modeling scenarios, testing assumptions, or evaluating strategic options.
- ▌ Conducting Variance Analysis · casemarkStructures budget vs. actual variance analysis with driver decomposition and management narrative. Use when analyzing variances, explaining budget deviations, or preparing variance reports.
- ▌ Managing Corporate Budgeting · casemarkStructures annual budget processes with bottom-up development, consolidation, and variance tracking. Use when managing budgeting processes, consolidating budget submissions, or tracking budget variances.
- ▌ Managing Equipment Financing · casemarkStructures equipment finance analysis with asset valuation, residual estimation, and lease vs. buy comparison. Use when analyzing equipment financing, estimating residuals, or comparing financing alternatives.
- ▌ Managing Estate And Gift Tax · casemarkStructures estate and gift tax planning with valuation, exemption utilization, and generation-skipping analysis. Use when planning estate tax, analyzing gift tax, or structuring generational transfers.
- ▌ Managing Investor Onboarding · casemarkStructures investor onboarding with subscription documentation, AML/KYC, and suitability verification. Use when onboarding investors, processing subscriptions, or managing investor documentation.
- ▌ Managing Long Range Planning · casemarkStructures long-range financial planning (3-5 year) with strategic initiative integration and investment phasing. Use when building long-range plans, modeling strategic scenarios, or projecting multi-year financials.
- ▌ Managing Regtech Evaluations · casemarkEvaluates regulatory technology solutions with compliance efficiency and implementation cost-benefit analysis. Use when evaluating regtech, analyzing compliance automation, or assessing regulatory technology.
- ▌ Managing Retirement Planning · casemarkStructures retirement income analysis with Social Security optimization, distribution sequencing, and longevity modeling. Use when planning retirement income, optimizing Social Security, or modeling retirement spending.
- ▌ Managing Revenue Recognition · casemarkApplies ASC 606 five-step model with contract analysis, performance obligation identification, and allocation documentation. Use when analyzing revenue contracts, applying ASC 606, or documenting revenue recognition.
- ▌ Managing Sanctions Screening · casemarkStructures OFAC and global sanctions screening with match investigation and escalation protocols. Use when screening for sanctions, investigating potential matches, or managing sanctions compliance.
- ▌ Managing Stablecoin Analysis · casemarkStructures stablecoin evaluation with reserve backing, redemption mechanics, and regulatory classification. Use when analyzing stablecoins, evaluating reserve adequacy, or assessing stablecoin risk.
- ▌ Managing Tax Credit Analysis · casemarkIdentifies and structures tax credit opportunities including R&D, energy, and employment credits. Use when analyzing tax credits, quantifying R&D credits, or evaluating credit eligibility.
- ▌ Managing Tax Loss Harvesting · casemarkIdentifies and executes tax-loss harvesting opportunities with wash sale compliance and tracking. Use when harvesting tax losses, managing wash sale rules, or optimizing after-tax returns.
- ▌ Modeling Cap Table Scenarios · casemarkBuilds cap table models with round-by-round dilution, option pool, and exit waterfall analysis. Use when modeling cap tables, calculating ownership dilution, or projecting exit proceeds.
- ▌ Tracking Consensus Estimates · casemarkMonitors sell-side consensus estimates with revision tracking and surprise analysis. Use when tracking estimate revisions, analyzing consensus changes, or monitoring analyst expectations.
- ▌ Adversary Proceeding Complaint · casemarkDrafts adversary proceeding complaints for U.S. Bankruptcy Court under FRBP Rule 7001. Covers dischargeability disputes (§ 523), preference actions (§ 547), fraudulent transfers (§ 548), and stay violations (§ 362). Produces a filing-ready pleading with caption, jurisdictional basis, numbered allegations, count structure, and prayer for relief. Triggers when a trustee, creditor, or party in interest needs to initiate litigation within an existing bankruptcy case.
- ▌ Adverse Event Reporting Policy · casemarkDrafts an Adverse Event Reporting Policy compliant with 21 CFR 312.32 (IND safety reporting), 21 CFR 314.80 (postmarketing), and ICH E2A, with multi-jurisdictional overlays (EMA, PMDA, Health Canada). Covers seriousness/causality frameworks, expedited reporting timelines, roles, documentation standards, training mandates, and QA mechanisms. Use when drafting or updating an adverse event reporting policy, pharmacovigilance policy, AE/SAE reporting SOP, or safety reporting framework for a pharmaceutical company, CRO, biotech, or clinical research institution.
- ▌ Answer To Harassment Complaint · casemarkDrafts a defendant employer's Answer to a workplace harassment complaint. Responds paragraph-by-paragraph to allegations, asserts Faragher-Ellerth and other affirmative defenses, and follows federal/state civil procedure rules. Use when defending employers at the pleadings phase against Title VII, state FEHA, or other employment harassment claims.
- ▌ Bill Of Sale Personal Property · casemarkDrafts a U.S. CRE personal property Bill of Sale transferring equipment, fixtures, FF&E, inventory, and other tangible assets. Handles inclusion/exclusion schedules, price allocation, tax responsibility, and risk of loss. Trigger when the user needs a bill of sale, asset schedule, equipment transfer document, or personal property conveyance tied to a CRE closing.
- ▌ Corporate Compliance Checklist · casemarkDrafts a U.S. corporate compliance program checklist anchored in DOJ ECCP, Federal Sentencing Guidelines Chapter 8, and SEC enforcement priorities. Covers governance, risk assessment, training, monitoring, reporting, domain-specific obligations, documentation, and phased implementation. Use when building, evaluating, or strengthening a compliance program, preparing for regulatory inquiry, or conducting annual program assessments.
- ▌ Deposition Objection Reference · casemarkProvides a quick reference for deposition objections under FRCP 30(c)(2), including form objections, substantive objections, waiver rules, and the three exclusive grounds for instructing a witness not to answer. Use when preparing for depositions, assisting during live depositions, conducting witness prep, or analyzing deposition transcripts for objection issues.
- ▌ Deposition Transcript Analyzer · casemarkAnalyzes deposition transcripts to extract litigation work product including executive summaries, testimony indexes, admission compilations, impeachment maps, credibility assessments, motion/trial designations, and follow-up checklists. Use when reviewing a deposition for case strategy, summary judgment prep, trial prep, or post-deposition analysis. Triggers: deposition analysis, transcript review, testimony index, admissions, impeachment, trial designations.
- ▌ Director Officer Questionnaire · casemarkDrafts Director and Officer (D&O) questionnaires for SEC disclosure compliance under Reg S-K Items 401, 402, 404, and 407. Covers biographical data, board service, conflicts of interest, related party transactions, legal proceedings, and beneficial ownership. Use when preparing annual proxy questionnaires, pre-IPO governance documentation, M&A due diligence packages, or independence assessments.
- ▌ E Discovery Protocol Agreement · casemarkDrafts court-ready ESI Protocol Agreements governing electronically stored information exchange in U.S. federal litigation. Covers FRCP 26(f)/34 compliance, FRE 502(d) clawback, TAR methodology, privilege logs, and production format specs. Use when drafting e-discovery stipulations, ESI protocols, meet-and-confer agreements, or joint discovery plans.
- ▌ Employee Arbitration Agreement · casemarkDrafts a mutual, enforceable Employee Arbitration Agreement for binding arbitration of employment disputes. Covers FAA compliance, state-law enforceability (Armendariz factors, PAGA carve-outs), class/collective action waivers, cost allocation, and agency carve-outs. Use when onboarding new hires, updating arbitration policy, or replacing existing dispute resolution procedures.
- ▌ Environmental Impact Statement · casemark bundleDrafts NEPA-compliant Environmental Impact Statements (EIS) under 42 U.S.C. § 4321 et seq. as amended by the Fiscal Responsibility Act of 2023 (Pub. L. 118-5). Covers purpose and need, alternatives analysis, affected environment, environmental consequences, mitigation, and public involvement. Reflects 2023 statutory page limits and deadlines and the April 11, 2025 rescission of CEQ's NEPA implementing regulations (formerly 40 C.F.R. Parts 1500–1508). Anchors on lead-agency NEPA implementing procedures, which now control. Use when preparing federal EIS documents, NEPA compliance analyses, or environmental impact assessments for proposed federal actions.
- ▌ Executive Employment Agreement · casemarkDrafts U.S. executive employment agreements covering compensation, equity, severance, and restrictive covenants tailored to jurisdictional enforceability. Use when drafting C-suite or senior executive employment agreements, executive offer conversions, or negotiated employment terms involving severance, change in control, equity vesting, non-compete, or non-solicit provisions.
- ▌ Expert Testimony Summarization · casemarkProduces structured expert witness analyses covering qualifications, opinions, methodology, admissibility (Daubert/Frye), and cross-examination vulnerabilities. Use when evaluating opposing or retained experts during discovery or pre-trial, preparing motions to exclude, or developing cross-examination strategy.
- ▌ Expert Witness Report Analysis · casemarkCritiques opposing expert witness reports for admissibility challenges, disclosure deficiencies, and cross-examination vulnerabilities. Triggers when the user provides an expert report for analysis, needs Daubert/Frye assessment, requests a motion to exclude or limit expert testimony, or prepares deposition or trial cross-examination of an opposing expert.
- ▌ Flsa Conditional Certification · casemarkDrafts a Motion for Conditional Certification under FLSA § 216(b) for wage and hour collective actions. Applies the two-stage certification framework with similarly-situated analysis and proposed notice plan. Use when filing for conditional certification, FLSA collective action notice, opt-in certification, or wage and hour class-wide claims in federal court.
- ▌ Fundraiser Contract Compliance · casemarkAudits professional solicitor, fundraising counsel, and commercial co-venturer contracts for state charitable solicitation compliance. Classifies relationships, verifies vendor registration, extracts compensation and custody-of-funds terms, checks state-mandated clauses, and produces disclosure narratives, gap logs, and evidence packages. Use when reviewing fundraiser agreements, onboarding fundraising vendors, preparing state charity filings (CHAR007, CT-2CF, Schedule G), or auditing charitable solicitation compliance.
- ▌ Interest Calculation Reference · casemarkCalculates and validates pre-petition interest for U.S. bankruptcy creditor proofs of claim. Triggers on "proof of claim", "pre-petition interest", "bankruptcy claim", "interest worksheet", "claim amount", or when drafting, auditing, or objecting to claim filings.
- ▌ Invention Assignment Agreement · casemarkDrafts a U.S. Confidentiality and Invention Assignment Agreement (CIAA/PIIA) for employee or contractor onboarding. Covers confidential information, DTSA immunity notices, state-specific invention assignment carve-outs (CA, DE, IL, KS, MN, NC, UT, WA), present-tense IP assignment, work-made-for-hire, restrictive covenants, and prior invention disclosure. Use when drafting IP assignment agreements, onboarding employees or contractors, or protecting trade secrets in employment contexts. Trigger keywords: CIAA, PIIA, invention assignment, confidentiality agreement, IP assignment, trade secret, non-compete, non-solicitation, work made for hire, employee onboarding IP.
- ▌ Inverse Condemnation Complaint · casemarkDrafts inverse condemnation complaints seeking just compensation for government takings without formal eminent domain. Use when a user needs a takings clause complaint, inverse condemnation pleading, or property rights constitutional claim involving physical, regulatory, or temporary takings.
- ▌ Past Performance Questionnaire · casemarkDrafts a Past Performance Questionnaire for evaluating legal service providers or contractors in government contract contexts. Trigger when the user needs vendor evaluation instruments, contractor performance reviews, past performance assessments, or due diligence questionnaires aligned with FAR requirements.
- ▌ Physician Employment Agreement · casemarkDrafts regulatory-compliant Physician Employment Agreements between healthcare employers and licensed physicians, enforcing Stark Law fair market value and Anti-Kickback Statute safe harbor requirements. Covers duties, compensation, benefits, termination, restrictive covenants, and IP provisions for clinical practice settings. Trigger keywords: physician employment contract, healthcare employment agreement, medical practice hiring, physician compensation agreement, doctor employment contract.
- ▌ Post Settlement Correspondence · casemarkDrafts structured post-settlement correspondence memorializing negotiation history and final terms in commercial litigation. Use when producing settlement confirmation letters, post-mediation summaries, settlement memoranda, or implementation checklists after parties reach agreement.
- ▌ Residential Purchase Agreement · casemarkDrafts enforceable U.S. Residential Purchase Agreements covering parties, property description, price/earnest money, financing contingencies, inspection/due diligence, seller disclosures, closing, default remedies, and dispute resolution. Use when drafting home purchase contracts, residential real estate sale agreements, or property transfer agreements. Trigger on "purchase agreement," "home sale contract," "residential sale," or "property purchase."
- ▌ Shippers Letter Of Instruction · casemarkDrafts a U.S.-focused Shipper's Letter of Instruction (SLI) authorizing a freight forwarder, capturing EEI/AES filing intent, and documenting export-control classifications. Use when drafting SLIs, authorizing forwarders, preparing EEI/AES filings, or documenting ECCN/ITAR/EAR99 classifications for international exports.
- ▌ Specific Performance Complaint · casemarkDrafts a Complaint for Specific Performance compelling contractual fulfillment through equitable relief. Use when filing suit for specific performance, real estate breach, unique property disputes, or equitable remedy pleadings.
- ▌ Tenant Improvement Work Letter · casemarkDrafts a U.S. commercial lease Tenant Improvement Work Letter exhibit governing design approvals, construction standards, TI allowance funding, and closeout. Use when drafting or revising a work letter, tenant improvement allowance terms, build-out procedures, or a lease exhibit for tenant improvements. Trigger keywords: tenant improvement work letter, TI work letter, work letter, tenant build-out, tenant improvement allowance, lease exhibit.
- ▌ Wrongful Termination Complaint · casemarkDrafts wrongful termination complaints for employment litigation. Covers at-will exceptions, statutory claims (Title VII, ADA, ADEA, FMLA, state equivalents), public policy violations, and whistleblower protections. Use when drafting or filing a wrongful termination complaint or related employment discharge claim.
- ▌ Analyzing Pharmacovigilance Data · casemarkStructures post-marketing safety surveillance with signal detection and PSUR reporting. Use when analyzing safety signals, preparing PSURs, or managing pharmacovigilance data.
- ▌ Managing Working Capital · casemarkOptimizes working capital with DSO, DPO, and DIO analysis and improvement initiative tracking. Use when managing working capital, analyzing cash conversion cycle, or improving collection/payment terms.
- ▌ Modeling Bond Valuations · casemarkCalculates bond pricing with duration, convexity, OAS, and Z-spread analysis. Use when pricing bonds, calculating risk metrics, or evaluating relative value.
- ▌ Modeling Margin Analysis · casemarkDeconstructs gross, operating, and net margin trends with driver attribution and normalization. Use when analyzing profitability, attributing margin changes, or benchmarking margins.
- ▌ Tracking Sector Rotation · casemarkMonitors sector performance rotation with factor exposure and macro sensitivity analysis. Use when tracking sector rotation, analyzing factor exposures, or identifying sector trends.
- ▌ Access Indemnity Agreement · casemarkDrafts U.S. commercial real estate access and indemnity (right-of-entry) agreements for pre-closing due diligence. Covers license grants, non-invasive vs invasive testing gates, insurance/endorsement requirements, indemnity with discovery carve-outs, restoration and lien remedies, confidentiality, and anti-indemnity guardrails. Trigger: access agreement, right of entry, due diligence access, Phase I/II, invasive testing, pre-PSA site inspection.
- ▌ Advance Directive Vs Polst · casemarkProduces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, clinical appropriateness, and document coordination. Use when the user asks about advance directive vs. POLST, living will vs. DNR, which document EMS follows, POLST vs. MOLST vs. POST, whether a healthy person needs a POLST, or document coordination in elder law, estate planning, or serious illness contexts.
- ▌ Area Development Agreement · casemarkDrafts Area Development Agreements granting exclusive multi-unit franchise territory rights with phased development schedules. Use when drafting area development agreements, multi-unit franchise expansions, territorial franchise grants, or phased development commitments. Enforces FTC Franchise Rule compliance and state registration requirements.
- ▌ Audit Compensation Charter · casemarkDrafts board-adopted charters establishing Audit and Compensation Committees for U.S. corporations, covering composition, independence, delegated powers, meeting protocol, reporting, and annual review. Adapts for public (SEC/SOX/exchange) or private governance regimes. Use when creating or refreshing committee charters, preparing for IPO governance readiness, onboarding directors, or conducting governance cleanup. Trigger keywords: audit committee charter, compensation committee charter, board governance, SOX compliance, Rule 10A-3, exchange-standard committees.
- ▌ Boundary Dispute Complaint · casemarkDrafts a U.S. state-court complaint to establish the true boundary line between adjoining properties, with optional trespass/encroachment claims. Trigger when a user needs to initiate litigation over conflicting property descriptions, ambiguous deed language, or unauthorized encroachments by an adjoining landowner.
- ▌ Bylaw Amendment Resolution · casemarkDrafts a formal Bylaw Amendment Resolution for U.S. corporations, LLCs, or non-profits. Invoke when a board, shareholders, or members approve bylaw changes and need an auditable WHEREAS/RESOLVED record with amendment text, vote tallies, effective date, and secretary certification for minute books, bank submissions, or state filings.
- ▌ Charitable Remainder Trust · casemarkDrafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax compliance. Use when drafting a CRT, CRAT, CRUT, unitrust, annuity trust, or charitable remainder planning document, or when ensuring IRC 664 compliance.
- ▌ Class Certification Motion · casemarkDrafts a Motion for Class Certification under FRCP 23 or state equivalents, arguing numerosity, commonality, typicality, adequacy, predominance, and superiority from case materials. Use when drafting class certification motions, seeking class treatment, or preparing Rule 23 briefing in discovery or pre-trial phases.
- ▌ Code Of Conduct And Ethics · casemarkDrafts a U.S. corporate Code of Business Conduct and Ethics with governance controls, enforcement mechanics, and implementation artifacts. Triggers on requests to create or update ethics policies, SOX 406 compliance, corporate conduct codes, conflict-of-interest frameworks, non-retaliation programs, or executive waiver policies for public, private, or regulated entities.
- ▌ Commercial Promissory Note · casemarkDrafts UCC-compliant U.S. Commercial Promissory Notes for commercial real estate finance transactions. Produces negotiable instruments with principal, interest, payment, default, and enforcement provisions protecting lender interests. Use when drafting promissory notes secured by real property, deed of trust, or mortgage in commercial lending.
- ▌ Commercial Real Estate Loi · casemarkDrafts a U.S. commercial real estate purchase letter of intent (LOI) framing core deal terms as non-binding while isolating binding provisions (confidentiality, exclusivity). Triggers on LOI/term-sheet requests for commercial property acquisition, PSA pre-wire, exclusivity, or due-diligence entry.
- ▌ Custody Evaluation Summary · casemarkSummarizes custody evaluation reports into a structured memorandum covering evaluator credentials, methodology, parental findings, recommendations, and best-interests factor mapping. Use when reviewing custody evaluations, preparing for custody hearings or settlement conferences, or onboarding to contested parenting matters.
- ▌ Demand Package Compilation · casemarkCompiles pre-suit and settlement demand packages for U.S. commercial litigation plaintiff matters. Assembles demand letter with chronological facts, liability theories, itemized damages, and indexed exhibits. Use when drafting pre-filing demand packages, settlement demand letters with exhibit bundles, or structured pre-litigation claim presentations.
- ▌ Deposition Notice Subpoena · casemarkDrafts federal civil deposition notices (FRCP 30(b)(1), 30(b)(6)) and Rule 45 subpoenas for testimony and/or documents. Use when the user mentions deposition notice, 30(b)(1), 30(b)(6), Rule 45, subpoena, subpoena duces tecum, nonparty deposition, Schedule A, AO 88A/88B, 30(b)(6) topic lists, witness fee tenders, Rule 45(c) location limits, or pre-service notice requirements. Also trigger for "I need to depose someone" or "draft a subpoena for documents."
- ▌ Dischargeability Complaint · casemarkDrafts a U.S. bankruptcy adversary complaint under 11 U.S.C. §523 to determine non-dischargeability of debt. Use when a creditor, assignee, or subrogee needs a complaint for Bankruptcy Court with §523 theories (fraud, fiduciary defalcation, willful/malicious injury). Trigger when inputs include debtor case data, petition/§341 dates, transaction facts, and target §523 subsections.
- ▌ Discovery Response Summary · casemarkSynthesizes interrogatories, RFPs, RFAs, deposition transcripts, and privilege logs into a thematic, issue-based analytical memorandum with gap analysis and deficiency tracking. Trigger when the user asks to summarize discovery responses, review discovery, analyze privilege logs, plan follow-up discovery, prepare for summary judgment or trial from discovery materials, or cross-reference voluminous discovery across multiple methods.
- ▌ Divorce Settlement Summary · casemarkProduces structured summaries of U.S. divorce settlement agreements (MSAs), extracting material terms across property, custody, support, taxes, insurance, fees, and deadlines. Triggers on requests for divorce settlement summary, MSA summary, marital settlement agreement, property division, child custody, parenting plan, child support, or alimony extraction.
- ▌ Easement Dispute Complaint · casemarkDrafts a plaintiff-side U.S. complaint for easement disputes covering interference, trespass, declaratory judgment, and injunctive relief. Triggers when user needs to initiate litigation to enforce, clarify, or establish easement rights against interference, blockage, or encroachment on real property.
- ▌ Endowment Policy Statement · casemarkDrafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, spending methodology, underwater fund treatment, and fiduciary roles. Use when creating or updating endowment governance policies, institutional fund stewardship documents, or board-adoption investment and spending guidelines.