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CaseMark

@casemark source repo

2,101 published skills · page 11 of 22

  1. ▌
    Managing Immunization Protocols · casemark
    Guides immunization administration with screening, scheduling, and documentation requirements. Use when administering vaccines, screening for contraindications, or documenting immunizations.
    34 repo stars
  2. ▌
    Managing Immunization Schedules · casemark
    Applies CDC pediatric immunization schedule with catch-up protocols and contraindication screening. Use when managing pediatric vaccines, scheduling catch-up immunizations, or screening for contraindications.
    34 repo stars
  3. ▌
    Managing Patient Portal Content · casemark
    Creates patient-facing health information content with health literacy and accessibility standards. Use when developing portal content, writing patient communications, or managing digital health tools.
    34 repo stars
  4. ▌
    Managing Pelvic Floor Disorders · casemark
    Guides pelvic floor assessment with POP-Q staging and treatment algorithm documentation. Use when evaluating pelvic organ prolapse, staging PFDs, or managing incontinence.
    34 repo stars
  5. ▌
    Managing Pharmacokinetic Dosing · casemark
    Calculates individualized drug doses using pharmacokinetic parameters (vancomycin, aminoglycosides, phenytoin). Use when performing PK calculations, adjusting drug levels, or calculating loading/maintenance doses.
    34 repo stars
  6. ▌
    Managing Pulmonary Hypertension · casemark
    Structures PH evaluation with right heart catheterization interpretation and treatment classification. Use when evaluating pulmonary hypertension, interpreting RHC data, or classifying PH by WHO group.
    34 repo stars
  7. ▌
    Managing Rapid Response Nursing · casemark
    Structures rapid response team activation criteria and nursing documentation during rapid response events. Use when activating rapid response, documenting RRT events, or recognizing deterioration.
    34 repo stars
  8. ▌
    Managing Regulatory Submissions · casemark
    Structures FDA/EMA regulatory submission packages with CTD format compliance. Use when preparing regulatory submissions, organizing CTD modules, or compiling FDA packages.
    34 repo stars
  9. ▌
    Managing Renal Dose Adjustments · casemark
    Adjusts 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.
    34 repo stars
  10. ▌
    Managing Risk Adjustment Coding · casemark
    Captures HCC codes for risk adjustment with annual assessment and documentation requirements. Use when coding for risk adjustment, capturing HCC conditions, or managing RAF scores.
    34 repo stars
  11. ▌
    Managing Surgical Complications · casemark
    Classifies and documents surgical complications using Clavien-Dindo grading with management protocols. Use when managing post-surgical complications, grading adverse events, or documenting complication management.
    34 repo stars
  12. ▌
    Managing Toxicology Emergencies · casemark
    Identifies toxidromes and guides decontamination and antidote protocols. Use when managing overdoses, identifying toxidromes, or consulting poison control protocols.
    34 repo stars
  13. ▌
    Managing Transplant Evaluations · casemark
    Guides transplant candidacy evaluation with organ-specific criteria and listing documentation. Use when evaluating transplant candidates, documenting listing criteria, or coordinating transplant workups.
    34 repo stars
  14. ▌
    Managing Valvular Heart Disease · casemark
    Guides valve disease severity assessment with intervention criteria and surveillance schedules. Use when evaluating valve disease, assessing surgical/interventional timing, or monitoring valve function.
    34 repo stars
  15. ▌
    Performing Emergency Procedures · casemark
    Documents procedural indications, consent, technique, and complications for ED procedures. Use when performing emergency procedures, documenting procedural notes, or recording bedside procedures.
    34 repo stars
  16. ▌
    Tracking Clinical Deterioration · casemark
    Implements early warning score monitoring (NEWS, MEWS) with escalation criteria. Use when monitoring clinical deterioration, calculating early warning scores, or triggering rapid response criteria.
    34 repo stars
  17. ▌
    Validating New Laboratory Tests · casemark
    Structures test validation with precision, accuracy, linearity, and reference range establishment. Use when validating new assays, documenting method comparisons, or establishing reference ranges.
    34 repo stars
  18. ▌
    Analyzing Alpha Signal Decay · casemark
    Evaluates signal half-life, turnover implications, and capacity constraints for systematic alpha factors. Use when analyzing signal persistence, evaluating factor decay, or estimating strategy capacity.
    34 repo stars
  19. ▌
    Conducting Reg Ab Compliance · casemark
    Structures 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.
    34 repo stars
  20. ▌
    Modeling Stub Value Analysis · casemark
    Calculates 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.
    34 repo stars
  21. ▌
    Screening Deal Flow Pipeline · casemark
    Filters 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.
    34 repo stars
  22. ▌
    Structuring Abs Transactions · casemark
    Designs 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.
    34 repo stars
  23. ▌
    Structuring Rights Offerings · casemark
    Designs 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.
    34 repo stars
  24. ▌
    Analyzing Capital Allocation · casemark
    Evaluates management capital allocation decisions across M&A, buybacks, dividends, and reinvestment. Use when assessing capital allocation, analyzing ROIC, or evaluating shareholder return strategies.
    34 repo stars
  25. ▌
    Analyzing Cryptocurrency Tax · casemark
    Structures 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.
    34 repo stars
  26. ▌
    Analyzing Demographic Trends · casemark
    Structures demographic analysis with population projections, dependency ratios, and economic impact assessment. Use when analyzing demographics, projecting population trends, or assessing demographic economic impact.
    34 repo stars
  27. ▌
    Analyzing Inflation Dynamics · casemark
    Structures inflation analysis with component decomposition, expectations tracking, and Phillips curve assessment. Use when analyzing inflation, decomposing CPI/PCE, or tracking inflation expectations.
    34 repo stars
  28. ▌
    Analyzing Operating Leverage · casemark
    Structures operating leverage analysis with fixed/variable cost decomposition and breakeven modeling. Use when analyzing operating leverage, modeling breakeven, or assessing cost structure.
    34 repo stars
  29. ▌
    Analyzing Tax Reform Impacts · casemark
    Evaluates legislative tax changes with modeling, transition planning, and compliance requirement analysis. Use when assessing tax reform, modeling legislative changes, or planning compliance transitions.
    34 repo stars
  30. ▌
    Analyzing Total Return Swaps · casemark
    Structures TRS analysis with funding benefit, counterparty exposure, and economic equivalence assessment. Use when analyzing TRS, evaluating synthetic exposure, or comparing TRS to cash positions.
    34 repo stars
  31. ▌
    Analyzing Trade And Currency · casemark
    Structures 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.
    34 repo stars
  32. ▌
    Analyzing Venture Deal Terms · casemark
    Evaluates 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.
    34 repo stars
  33. ▌
    Building Driver Based Models · casemark
    Constructs 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.
    34 repo stars
  34. ▌
    Conducting Scenario Planning · casemark
    Structures financial scenario analysis with assumption modeling, sensitivity testing, and decision frameworks. Use when modeling scenarios, testing assumptions, or evaluating strategic options.
    34 repo stars
  35. ▌
    Conducting Variance Analysis · casemark
    Structures budget vs. actual variance analysis with driver decomposition and management narrative. Use when analyzing variances, explaining budget deviations, or preparing variance reports.
    34 repo stars
  36. ▌
    Managing Corporate Budgeting · casemark
    Structures annual budget processes with bottom-up development, consolidation, and variance tracking. Use when managing budgeting processes, consolidating budget submissions, or tracking budget variances.
    34 repo stars
  37. ▌
    Managing Equipment Financing · casemark
    Structures equipment finance analysis with asset valuation, residual estimation, and lease vs. buy comparison. Use when analyzing equipment financing, estimating residuals, or comparing financing alternatives.
    34 repo stars
  38. ▌
    Managing Estate And Gift Tax · casemark
    Structures 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.
    34 repo stars
  39. ▌
    Managing Investor Onboarding · casemark
    Structures investor onboarding with subscription documentation, AML/KYC, and suitability verification. Use when onboarding investors, processing subscriptions, or managing investor documentation.
    34 repo stars
  40. ▌
    Managing Long Range Planning · casemark
    Structures 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.
    34 repo stars
  41. ▌
    Managing Regtech Evaluations · casemark
    Evaluates regulatory technology solutions with compliance efficiency and implementation cost-benefit analysis. Use when evaluating regtech, analyzing compliance automation, or assessing regulatory technology.
    34 repo stars
  42. ▌
    Managing Retirement Planning · casemark
    Structures retirement income analysis with Social Security optimization, distribution sequencing, and longevity modeling. Use when planning retirement income, optimizing Social Security, or modeling retirement spending.
    34 repo stars
  43. ▌
    Managing Revenue Recognition · casemark
    Applies 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.
    34 repo stars
  44. ▌
    Managing Sanctions Screening · casemark
    Structures OFAC and global sanctions screening with match investigation and escalation protocols. Use when screening for sanctions, investigating potential matches, or managing sanctions compliance.
    34 repo stars
  45. ▌
    Managing Stablecoin Analysis · casemark
    Structures stablecoin evaluation with reserve backing, redemption mechanics, and regulatory classification. Use when analyzing stablecoins, evaluating reserve adequacy, or assessing stablecoin risk.
    34 repo stars
  46. ▌
    Managing Tax Credit Analysis · casemark
    Identifies 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.
    34 repo stars
  47. ▌
    Managing Tax Loss Harvesting · casemark
    Identifies 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.
    34 repo stars
  48. ▌
    Modeling Cap Table Scenarios · casemark
    Builds 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.
    34 repo stars
  49. ▌
    Tracking Consensus Estimates · casemark
    Monitors sell-side consensus estimates with revision tracking and surprise analysis. Use when tracking estimate revisions, analyzing consensus changes, or monitoring analyst expectations.
    34 repo stars
  50. ▌
    Adversary Proceeding Complaint · casemark
    Drafts 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.
    34 repo stars
  51. ▌
    Adverse Event Reporting Policy · casemark
    Drafts 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.
    34 repo stars
  52. ▌
    Answer To Harassment Complaint · casemark
    Drafts 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.
    34 repo stars
  53. ▌
    Bill Of Sale Personal Property · casemark
    Drafts 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.
    34 repo stars
  54. ▌
    Corporate Compliance Checklist · casemark
    Drafts 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.
    34 repo stars
  55. ▌
    Deposition Objection Reference · casemark
    Provides 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.
    34 repo stars
  56. ▌
    Deposition Transcript Analyzer · casemark
    Analyzes 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.
    34 repo stars
  57. ▌
    Director Officer Questionnaire · casemark
    Drafts 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.
    34 repo stars
  58. ▌
    E Discovery Protocol Agreement · casemark
    Drafts 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.
    34 repo stars
  59. ▌
    Employee Arbitration Agreement · casemark
    Drafts 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.
    34 repo stars
  60. ▌
    Environmental Impact Statement · casemark bundle
    Drafts 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.
    34 repo stars
  61. ▌
    Executive Employment Agreement · casemark
    Drafts 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.
    34 repo stars
  62. ▌
    Expert Testimony Summarization · casemark
    Produces 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.
    34 repo stars
  63. ▌
    Expert Witness Report Analysis · casemark
    Critiques 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.
    34 repo stars
  64. ▌
    Flsa Conditional Certification · casemark
    Drafts 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.
    34 repo stars
  65. ▌
    Fundraiser Contract Compliance · casemark
    Audits 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.
    34 repo stars
  66. ▌
    Interest Calculation Reference · casemark
    Calculates 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.
    34 repo stars
  67. ▌
    Invention Assignment Agreement · casemark
    Drafts 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.
    34 repo stars
  68. ▌
    Inverse Condemnation Complaint · casemark
    Drafts 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.
    34 repo stars
  69. ▌
    Past Performance Questionnaire · casemark
    Drafts 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.
    34 repo stars
  70. ▌
    Physician Employment Agreement · casemark
    Drafts 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.
    34 repo stars
  71. ▌
    Post Settlement Correspondence · casemark
    Drafts 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.
    34 repo stars
  72. ▌
    Residential Purchase Agreement · casemark
    Drafts 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."
    34 repo stars
  73. ▌
    Shippers Letter Of Instruction · casemark
    Drafts 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.
    34 repo stars
  74. ▌
    Specific Performance Complaint · casemark
    Drafts 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.
    34 repo stars
  75. ▌
    Tenant Improvement Work Letter · casemark
    Drafts 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.
    34 repo stars
  76. ▌
    Wrongful Termination Complaint · casemark
    Drafts 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.
    34 repo stars
  77. ▌
    Analyzing Pharmacovigilance Data · casemark
    Structures post-marketing safety surveillance with signal detection and PSUR reporting. Use when analyzing safety signals, preparing PSURs, or managing pharmacovigilance data.
    34 repo stars
  78. ▌
    Managing Working Capital · casemark
    Optimizes 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.
    34 repo stars
  79. ▌
    Modeling Bond Valuations · casemark
    Calculates bond pricing with duration, convexity, OAS, and Z-spread analysis. Use when pricing bonds, calculating risk metrics, or evaluating relative value.
    34 repo stars
  80. ▌
    Modeling Margin Analysis · casemark
    Deconstructs gross, operating, and net margin trends with driver attribution and normalization. Use when analyzing profitability, attributing margin changes, or benchmarking margins.
    34 repo stars
  81. ▌
    Tracking Sector Rotation · casemark
    Monitors sector performance rotation with factor exposure and macro sensitivity analysis. Use when tracking sector rotation, analyzing factor exposures, or identifying sector trends.
    34 repo stars
  82. ▌
    Access Indemnity Agreement · casemark
    Drafts 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.
    34 repo stars
  83. ▌
    Advance Directive Vs Polst · casemark
    Produces 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.
    34 repo stars
  84. ▌
    Area Development Agreement · casemark
    Drafts 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.
    34 repo stars
  85. ▌
    Audit Compensation Charter · casemark
    Drafts 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.
    34 repo stars
  86. ▌
    Boundary Dispute Complaint · casemark
    Drafts 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.
    34 repo stars
  87. ▌
    Bylaw Amendment Resolution · casemark
    Drafts 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.
    34 repo stars
  88. ▌
    Charitable Remainder Trust · casemark
    Drafts 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.
    34 repo stars
  89. ▌
    Class Certification Motion · casemark
    Drafts 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.
    34 repo stars
  90. ▌
    Code Of Conduct And Ethics · casemark
    Drafts 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.
    34 repo stars
  91. ▌
    Commercial Promissory Note · casemark
    Drafts 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.
    34 repo stars
  92. ▌
    Commercial Real Estate Loi · casemark
    Drafts 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.
    34 repo stars
  93. ▌
    Custody Evaluation Summary · casemark
    Summarizes 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.
    34 repo stars
  94. ▌
    Demand Package Compilation · casemark
    Compiles 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.
    34 repo stars
  95. ▌
    Deposition Notice Subpoena · casemark
    Drafts 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."
    34 repo stars
  96. ▌
    Dischargeability Complaint · casemark
    Drafts 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.
    34 repo stars
  97. ▌
    Discovery Response Summary · casemark
    Synthesizes 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.
    34 repo stars
  98. ▌
    Divorce Settlement Summary · casemark
    Produces 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.
    34 repo stars
  99. ▌
    Easement Dispute Complaint · casemark
    Drafts 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.
    34 repo stars
  100. ▌
    Endowment Policy Statement · casemark
    Drafts 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.
    34 repo stars