CaseMark
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- ▌ Evidence Liability Summary · casemarkGenerates a structured evidence and liability summary for plaintiff-side personal injury negligence claims. Triggers when the user needs liability analysis, negligence element breakdowns, evidence cataloging with gap identification, discovery assessment, or pre-trial case evaluation.
- ▌ Expert Witness Designation · casemarkDrafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
- ▌ Expert Witness Impeachment · casemarkAnalyzes expert witness materials (reports, depositions, CVs, publications) to identify inconsistencies, opinion drift, and methodological failures for impeachment. Produces a prioritized inconsistency register, cross-examination questions, and Daubert/Frye challenge assessment. Use when challenging expert reliability or credibility during discovery, pre-trial, or trial in commercial litigation.
- ▌ Final Tax Return Corporate · casemarkPrepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year reporting, liquidating distributions, K-1 issuance, and dissolution-period deadlines. Trigger when drafting or reviewing a final return for a dissolving corporation, winding-up entity, or corporate liquidation closing.
- ▌ Financial Analysis Summary · casemarkGenerates structured summaries of financial analyses for commercial litigation. Use when summarizing expert financial reports, economic damages analyses, lost profits calculations, business valuations, or financial dispute evidence for litigation support.
- ▌ Food Facility Registration · casemarkDrafts an FDA Food Facility Registration under FSMA and 21 CFR Part 1, Subpart H (21 U.S.C. 350d). Covers facility identity, food product categories, U.S. agent designation for foreign facilities, and certification language. Use when preparing new FDA facility registrations, biennial renewals, or registration updates for domestic or foreign food facilities.
- ▌ Forensic Accounting Report · casemarkProduces a litigation-ready forensic accounting investigation report structured for expert disclosure and evidentiary use. Covers financial irregularities, asset tracing, fraud analysis, quantified damages, and defensible conclusions with exhibits. Use when drafting a forensic accounting report, expert report, fraud investigation summary, asset concealment analysis, or pre-trial financial investigation materials.
- ▌ Guardian Nomination Minors · casemarkDrafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primary and alternate guardian designations, death/incapacity triggers, custody-order alignment, scope of authority, financial coordination, and execution requirements. Use when creating a nomination of guardian, standby guardian appointment, or minor guardianship designation in estate planning.
- ▌ Immigration Support Letter · casemarkDrafts formal immigration support letters from employers, family members, or community supporters for USCIS petitions, asylum claims, removal proceedings, hardship waivers, or naturalization. Use when drafting employment verification letters, family relationship letters, character references, or extreme hardship testimonials for any U.S. immigration matter.
- ▌ Incident Response Playbook · casemarkDrafts incident response plans and scenario playbooks for U.S. legal organizations, aligning NIST SP 800-61 Rev. 2 phases with ABA Model Rules 1.1/1.4/1.6 and privilege preservation. Use when creating or updating an incident response plan, breach response policy, ransomware playbook, or regulatory notification checklist. Trigger keywords: incident response, playbook, data breach, ransomware, cybersecurity policy, NIST 800-61.
- ▌ Incident To Billing Policy · casemarkDrafts Medicare incident-to billing compliance policies for healthcare practices. Covers eligibility criteria, direct supervision, documentation standards, audit programs, and FCA risk mitigation under 42 CFR 410.26, Medicare Benefit Policy Manual Ch. 15 §60.1, and 42 U.S.C. §1395x(s)(2)(A). Use when creating or updating incident-to policies, responding to OIG scrutiny, or establishing NPP billing compliance programs.
- ▌ Industrial Warehouse Lease · casemarkDrafts NNN-structured U.S. Industrial or Warehouse Lease agreements. Covers base rent escalations, operating expense pass-throughs, hazardous materials compliance, loading dock rights, SNDA provisions, and casualty/condemnation procedures. Use when drafting leases for industrial parks, warehouses, distribution centers, light manufacturing, or R&D facilities.
- ▌ Investors Rights Agreement · casemarkDrafts a U.S. Investors' Rights Agreement for VC/private equity financings, covering registration rights, information/management rights, pro rata rights, expenses, and termination. Use when drafting an IRA, Amended and Restated IRA, or VC financing governance package. Trigger keywords: "investors' rights agreement", "IRA", "registration rights", "piggyback", "Form S-3", "information rights", "management rights", "pro rata", "ROFO".
- ▌ Know How License Agreement · casemarkDrafts U.S. know-how (trade secret) license agreements covering scope, exclusivity, field-of-use, territory, consideration, confidentiality, tech transfer, diligence, and compliance. Use when licensing confidential technical information, manufacturing processes, trade secrets, non-patent IP, or process know-how; trigger keywords: know-how license, trade secret license, technology transfer agreement, confidential information license, process license, technical know-how, manufacturing know-how.
- ▌ Labeling Compliance Review · casemarkConducts FDA labeling compliance reviews for drugs, foods, dietary supplements, and medical devices. Analyzes principal display panels and information panels against FDCA, 21 CFR, and FDA guidance to identify misbranding risks, claims violations, and mandatory disclosure gaps. Use when reviewing product labels, auditing FDA compliance, assessing labeling risk, or preparing for FDA submission.
- ▌ Litigation Support Summary · casemarkGenerates structured management summaries of active commercial litigation matters. Covers case overview, procedural posture, strategy, deadlines, discovery status, budget, and risk analysis. Use when preparing case status reports, onboarding stakeholders to active litigation, or conducting periodic case reviews.
- ▌ Medical Director Agreement · casemarkDrafts a Medical Director Agreement between a healthcare organization and a physician, structured for Anti-Kickback Statute and Stark Law safe harbor compliance. Covers appointment, duties, FMV compensation, independent contractor status, restrictive covenants, HIPAA obligations, and regulatory safeguards for hospitals, ASCs, SNFs, and other facilities. Use when drafting medical director contracts, physician administrative services agreements, or healthcare leadership engagement letters.
- ▌ Ops Manual Acknowledgement · casemarkDrafts an enforceable Operations Manual Acknowledgement form recording an employee's or franchisee's receipt, understanding, and agreement to comply with company policies. Produces a litigation-ready record with affirmative statements, at-will disclaimers, policy cross-references, and signature blocks. Use when onboarding employees, onboarding franchisees, creating policy acknowledgement forms, or documenting manual receipt (trigger keywords: operations manual, policy acknowledgement, employee handbook receipt, onboarding form, manual compliance).
- ▌ Project Management Summary · casemarkProduces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.
- ▌ Purchase Agreement Summary · casemark bundleProduces structured operational summaries from fully executed residential purchase agreements for title closers and processors. Extracts parties, property identifiers, price/EMD, financing, contingencies, title/survey, HOA, closing costs, prorations, possession, and critical deadlines into scannable tables with source pointers. Flags missing data, document conflicts, unusual clauses, tight deadlines, and state-form-specific issues. Use when summarizing a purchase agreement, opening a title file, preparing escrow instructions, or reviewing contract terms for closing. For whole-transaction summaries that include closing documents and financing, use real-estate-transaction-summary instead.
- ▌ Quality Control Provisions · casemarkDrafts Quality Control Provisions as an exhibit to a Trademark License Agreement, covering quality standards, inspection rights, sample approval, non-compliance remedies, and recall obligations. Use when drafting trademark license QC exhibits, brand standards compliance annexes, or IP licensing quality schedules. Protects licensor rights and prevents abandonment under the Lanham Act.
- ▌ Revolving Credit Agreement · casemarkDrafts a market-standard U.S. revolving credit agreement for bilateral or syndicated facilities. Covers facility structure, SOFR/base rate interest, borrowing base, LC sublimits, collateral, guarantees, covenants, conditions precedent, events of default, and remedies. Use when drafting or negotiating revolving credit facilities, asset-based lending agreements, or syndicated loan documents.
- ▌ Triple Net Lease Agreement · casemarkDrafts U.S. commercial triple-net (NNN) lease agreements from deal materials. Triggers on term sheets, LOIs, or due-diligence packets where rent, taxes, insurance, and maintenance allocate to the tenant. Produces an execution-ready lease covering expense pass-throughs, use controls, default/remedy architecture, transfer gates, indemnity/insurance, SNDA, and exhibits.
- ▌ Vendor Security Assessment · casemarkDrafts a Vendor Security Assessment Questionnaire evaluating third-party cybersecurity posture, data handling, and regulatory compliance. Vendor responses become binding contractual representations with executive certification. Use during vendor due diligence, third-party risk management, procurement security review, or subprocessor evaluation.
- ▌ Classifying Imaging Findings · casemarkApplies standardized classification systems (BI-RADS, LI-RADS, TI-RADS, Lung-RADS, PI-RADS) to imaging findings. Use when categorizing imaging findings, applying RADS classifications, or determining follow-up recommendations.
- ▌ Conducting Mortality Reviews · casemarkStructures mortality case reviews with root cause analysis and system improvement recommendations. Use when conducting M&M reviews, analyzing adverse outcomes, or documenting mortality cases.
- ▌ Converting Medication Routes · casemarkCalculates IV-to-oral conversions and opioid equianalgesic dosing. Use when converting medication routes, calculating equianalgesic doses, or transitioning IV to oral therapy.
- ▌ Counseling Patient Education · casemarkStructures medication counseling with key points, administration instructions, and adherence strategies. Use when counseling patients on medications, creating medication guides, or preparing patient education materials.
- ▌ Counseling Smoking Cessation · casemarkStructures 5As smoking cessation intervention with pharmacotherapy selection and motivational interviewing. Use when counseling on tobacco use, prescribing cessation aids, or documenting quit attempts.
- ▌ Documenting Critical Results · casemarkStructures critical result communication with documentation requirements and closed-loop verification. Use when communicating critical findings, documenting urgent results, or verifying critical result acknowledgment.
- ▌ Documenting Informed Consent · casemarkStructures informed consent documentation with risks, benefits, alternatives, and patient understanding confirmation. Use when obtaining informed consent, documenting consent discussions, or verifying consent completeness.
- ▌ Documenting Surgical Consent · casemarkStructures surgical consent documentation with procedure-specific risks, alternatives, and patient understanding. Use when obtaining surgical consent, documenting risk discussions, or verifying consent elements.
- ▌ Interpreting Echocardiograms · casemarkStructures echocardiographic interpretation with chamber measurements, valve assessment, and functional parameters. Use when reading echo reports, documenting cardiac function, or evaluating valve disease.
- ▌ Interpreting Genetic Testing · casemarkStructures genetic test result interpretation with variant classification (ACMG criteria) and clinical actionability. Use when interpreting genetic results, classifying variants, or documenting genetic findings.
- ▌ Managing Atrial Fibrillation · casemarkStructures AF management with CHA2DS2-VASc scoring, anticoagulation selection, and rate/rhythm control strategies. Use when managing AFib, calculating stroke risk, or selecting anticoagulation.
- ▌ Managing Clinical Registries · casemarkStructures clinical registry data collection with quality measure calculation and reporting. Use when managing clinical registries, submitting registry data, or calculating quality measures.
- ▌ Managing Compliance Programs · casemarkStructures OIG-model compliance program elements with effectiveness measurement and reporting. Use when building compliance programs, implementing OIG guidance, or measuring program effectiveness.
- ▌ Managing Dental Pharmacology · casemarkGuides dental prescribing with local anesthetic selection, antibiotic prophylaxis, and pain management. Use when prescribing dental medications, selecting local anesthetics, or managing dental pain.
- ▌ Managing Ehr Implementations · casemarkStructures EHR implementation planning with workflow analysis, data migration, and go-live readiness. Use when planning EHR deployments, managing system migrations, or preparing for go-live events.
- ▌ Managing Endocarditis Workup · casemarkGuides endocarditis evaluation using modified Duke criteria with blood culture timing and imaging. Use when evaluating for endocarditis, applying Duke criteria, or coordinating endocarditis workup.
- ▌ Managing Newborn Assessments · casemarkStructures newborn examination with Apgar scoring, gestational age assessment, and initial screening. Use when examining newborns, documenting birth assessments, or performing initial newborn evaluations.
- ▌ Managing Pain Rehabilitation · casemarkStructures chronic pain rehabilitation with functional restoration and multidisciplinary coordination. Use when managing pain rehab, implementing functional restoration, or coordinating pain programs.
- ▌ Managing Proficiency Testing · casemarkTracks proficiency testing results with remediation for unacceptable performance. Use when managing PT programs, analyzing PT results, or documenting corrective actions for PT failures.
- ▌ Managing Prosthodontic Cases · casemarkStructures prosthodontic evaluation with crown, bridge, and denture planning documentation. Use when planning prosthetic restorations, documenting impression techniques, or managing prosthetic treatment.
- ▌ Managing Radiology Worklists · casemarkPrioritizes and triages radiology worklists based on clinical urgency and study type. Use when managing reading worklists, prioritizing urgent studies, or optimizing radiology workflow.
- ▌ Managing Research Compliance · casemarkMonitors research compliance with federal regulations (21 CFR, 45 CFR 46) and institutional policies. Use when ensuring research compliance, managing regulatory requirements, or conducting compliance reviews.
- ▌ Performing Autopsy Protocols · casemarkStructures autopsy examination with organ system review, cause-of-death determination, and documentation. Use when performing autopsies, documenting autopsy findings, or determining cause of death.
- ▌ Preparing Transfer Summaries · casemarkCreates comprehensive transfer documentation for ICU-to-floor or facility-to-facility transitions. Use when transferring patients between units, preparing transfer notes, or coordinating level-of-care changes.
- ▌ Protocolling Imaging Studies · casemarkSelects appropriate imaging protocols based on clinical indication and patient factors. Use when choosing imaging protocols, selecting contrast parameters, or determining appropriate study type.
- ▌ Reporting Ultrasound Studies · casemarkStructures ultrasound interpretation with measurement protocols and ACR guidelines. Use when reading ultrasound exams, documenting sonographic findings, or creating US reports.
- ▌ Tracking Incidental Findings · casemarkManages incidental finding follow-up using ACR White Paper recommendations. Use when tracking incidentalomas, scheduling follow-up imaging, or managing unexpected findings.
- ▌ Analyzing Anti Trust Risk · casemarkEvaluates competition law exposure with market definition, HHI analysis, and remedy estimation for proposed transactions. Use when assessing merger clearance risk, analyzing market concentration, or preparing HSR filings.
- ▌ Analyzing Bond Structures · casemarkDeconstructs bond indenture terms including covenants, call provisions, and credit support features. Use when analyzing bond structures, reviewing indentures, or evaluating bond terms.
- ▌ Analyzing Cyber Insurance · casemarkStructures cyber insurance evaluation with coverage assessment, limit adequacy, and claims scenario analysis. Use when evaluating cyber coverage, analyzing policy terms, or assessing cyber insurance adequacy.
- ▌ Analyzing Esg Integration · casemarkIntegrates ESG factors into investment analysis with scoring methodology and impact measurement. Use when implementing ESG integration, scoring ESG factors, or measuring sustainability impact.
- ▌ Analyzing Exit Strategies · casemarkEvaluates exit alternatives (IPO, strategic sale, secondary, recapitalization) with timing and return analysis. Use when planning exits, evaluating exit routes, or modeling exit scenarios.
- ▌ Analyzing Housing Markets · casemarkStructures housing market analysis with price trends, inventory dynamics, and affordability metrics. Use when analyzing housing data, tracking home prices, or assessing affordability.
- ▌ Analyzing Just Transition · casemarkEvaluates just transition implications of decarbonization with workforce impact and community assessment. Use when analyzing just transition, assessing workforce impacts, or evaluating community effects.
- ▌ Analyzing Leveraged Loans · casemarkStructures leveraged loan analysis with covenant assessment, amendment tracking, and repricing risk. Use when analyzing leveraged loans, reviewing loan covenants, or evaluating loan market dynamics.
- ▌ Analyzing Monetary Policy · casemarkStructures central bank policy analysis with rate decision assessment, forward guidance interpretation, and market impact. Use when analyzing Fed policy, interpreting FOMC statements, or assessing monetary policy impact.
- ▌ Analyzing Municipal Bonds · casemarkEvaluates municipal credit with revenue source analysis, tax considerations, and state/local economic assessment. Use when analyzing municipal bonds, evaluating GO vs revenue bonds, or assessing muni credit.
- ▌ Analyzing Premium Pricing · casemarkStructures actuarial pricing analysis with loss cost estimation, expense loading, and rate adequacy testing. Use when analyzing premium rates, calculating rate indications, or assessing pricing adequacy.
- ▌ Analyzing Reit Financials · casemarkEvaluates REIT financial performance with FFO, AFFO, NAV, and leverage metrics. Use when analyzing REITs, calculating FFO/AFFO, or comparing REIT valuations.
- ▌ Auditing Aml Transactions · casemark bundleScreens transaction data for suspicious patterns using red flag typologies and structures SAR narrative elements. Use when reviewing transactions for AML, identifying suspicious activity, or drafting SAR narratives.
- ▌ Calculating Value At Risk · casemarkComputes VaR using parametric, historical simulation, and Monte Carlo methods with backtesting validation. Use when calculating VaR, comparing risk methodologies, or backtesting risk models.
- ▌ Conducting Channel Checks · casemarkStructures industry channel check findings with data normalization and trend identification. Use when synthesizing channel check data, analyzing industry indicators, or documenting field research.
- ▌ Conducting Stress Testing · casemarkDesigns and executes portfolio and enterprise stress tests with scenario specification and result analysis. Use when stress testing portfolios, designing stress scenarios, or analyzing stress test results.
- ▌ Drafting Investment Memos · casemark bundleCreates structured investment memoranda with business description, financial analysis, valuation, and risk assessment for deal review. Use when writing investment memos, preparing deal summaries, or documenting investment recommendations.
- ▌ Executing Month End Close · casemarkStructures month-end close procedures with journal entry preparation, reconciliation, and variance analysis. Use when performing month-end close, preparing close checklists, or analyzing period variances.
- ▌ Managing Esg Data Quality · casemarkStructures ESG data quality assessment with source comparison, estimation methodology, and disclosure gaps. Use when evaluating ESG data, comparing data providers, or assessing data quality.
- ▌ Managing Hedge Accounting · casemarkStructures hedge accounting documentation with effectiveness testing and ASC 815/IFRS 9 compliance. Use when documenting hedge relationships, testing effectiveness, or managing hedge accounting compliance.
- ▌ Managing Lease Accounting · casemarkStructures ASC 842 lease analysis with classification, measurement, and disclosure requirements. Use when managing lease accounting, classifying leases, or calculating right-of-use assets.
- ▌ Managing Operational Risk · casemarkStructures operational risk assessment with loss event classification, RCSA, and KRI monitoring. Use when managing operational risk, conducting risk assessments, or tracking key risk indicators.
- ▌ Managing Pricing Analysis · casemarkStructures pricing analysis with margin impact, competitive positioning, and elasticity assessment. Use when analyzing pricing, evaluating margin impact, or assessing pricing strategies.
- ▌ Managing Proxy Voting Esg · casemarkStructures ESG-informed proxy voting with resolution analysis, voting rationale, and disclosure. Use when making ESG proxy decisions, analyzing shareholder resolutions, or documenting vote rationale.
- ▌ Managing Repo And Funding · casemarkStructures repo market analysis with collateral valuation, haircut assessment, and funding cost optimization. Use when managing repo positions, evaluating collateral, or optimizing funding costs.
- ▌ Managing Third Party Risk · casemarkStructures vendor and third-party risk assessment with due diligence, monitoring, and concentration analysis. Use when assessing vendor risk, conducting third-party due diligence, or monitoring outsourcing risk.
- ▌ Managing Trade Operations · casemarkStructures trade lifecycle management with confirmation, settlement, and exception processing. Use when managing trade operations, processing confirmations, or resolving settlement exceptions.
- ▌ Managing Xva Calculations · casemarkStructures CVA, DVA, FVA, and KVA calculation with methodology selection and counterparty exposure modeling. Use when calculating XVA, pricing counterparty credit risk, or analyzing funding valuation adjustments.
- ▌ Preparing Board Materials · casemarkCreates board presentation materials with strategic analysis, financial performance, and transaction recommendations. Use when preparing board decks, creating governance presentations, or summarizing strategic options.
- ▌ Writing Investment Theses · casemarkFormulates structured bull/bear investment theses with variant perception and key risk identification. Use when developing investment theses, articulating variant views, or structuring bull/bear arguments.
- ▌ 510k Premarket Notification · casemarkDrafts FDA 510(k) Premarket Notification submissions demonstrating substantial equivalence under 21 CFR Part 807. Supports Traditional, Special, and Abbreviated pathways. Use when preparing Class II medical device regulatory filings, substantial equivalence analyses, or FDA premarket submissions.
- ▌ Ada Accommodation Complaint · casemarkDrafts an ADA failure-to-accommodate complaint for federal or state court filing. Covers Title I employment (42 U.S.C. § 12112) and Title III public accommodations (42 U.S.C. § 12182), including EEOC exhaustion, interactive process failures, and prayer for relief. Use when drafting an ADA complaint, disability discrimination pleading, failure-to-accommodate lawsuit, or right-to-sue complaint.
- ▌ Answer Affirmative Defenses · casemarkDrafts U.S. civil litigation Answers with paragraph-by-paragraph admissions/denials, affirmative defenses, and counterclaim triage. Trigger when user needs a responsive pleading to a complaint, mentions affirmative defenses, admit/deny responses, Rule 8, or insufficient knowledge responses.
- ▌ Bates Citation Verification · casemarkCitation format and verification protocol for legal documents that draw on Bates-stamped source records. Defines the bracket citation format, multi-source citation rules, quotation handling, the verification pass that runs before output, and the [UNVERIFIED] flag protocol. Use this skill any time another skill produces a legal work product that cites Bates-stamped pages, including medical chronologies, deposition summaries, demand letters, case briefs, and discovery responses. Also use any time the user asks how to format a citation or verify that a claim is supported by the source.
- ▌ Bill Of Sale And Assignment · casemarkDrafts a Bill of Sale, Assignment and Assumption Agreement for M&A asset purchase closings. Transfers purchased assets (tangible and intangible) from seller to buyer and memorializes assumption of specified liabilities. Use when drafting closing deliverables for asset purchase transactions, including IP assignments, contract rights transfers, and goodwill conveyances.
- ▌ Change In Control Agreement · casemarkDrafts U.S. executive Change in Control Agreements with double-trigger severance, equity acceleration, and 280G/409A compliance. Use when drafting or negotiating CIC agreements, change in control protections, executive severance in M&A, or golden parachute provisions.
- ▌ Climate Legislation Summary · casemarkProduces structured, citation-ready summaries of climate change legislation for compliance and policy analysis. Use when summarizing climate laws, carbon pricing (tax, cap-and-trade), emissions targets, renewable mandates, adaptation requirements, or international climate agreements.
- ▌ Communication Summarization · casemarkGenerates structured memorandum-style summaries of legal communications (email threads, meeting notes, correspondence, negotiation records). Captures decisions, commitments, deadlines, party positions, and legally significant language. Triggers when the user asks to summarize communication chains for corporate matters, discovery review, settlement negotiations, or matter file management.
- ▌ Conflict Of Interest Policy · casemarkDrafts U.S. corporate and nonprofit conflict-of-interest policies with disclosure mechanics, review/recusal procedures, and enforcement controls aligned to IRS governance guidance and state corporate/nonprofit standards. Use when creating or updating COI policies, board disclosure rules, related-party transaction procedures, or Form 990 governance practices. Trigger: conflict of interest, COI, related party, interested person, board disclosure, nonprofit governance, Form 990, recusal.
- ▌ Copyright License Agreement · casemarkDrafts a U.S. Copyright License Agreement for media content (film, music, photography, video, software, artwork). Structures reproduction, distribution, display, performance, and derivative works grants with scope, territory, term, and compensation. Use when drafting IP licensing agreements, media content licenses, sync licenses, editorial or commercial use agreements, or royalty-bearing copyright deals.
- ▌ Creditor Dissolution Notice · casemarkDrafts jurisdiction-compliant Notice to Creditors of Dissolution with claim procedures, statutory bar language, and distribution priority frameworks. Use when drafting creditor notices during corporate dissolution, winding up, or liquidation. Triggers on dissolution notice, creditor notification, claim bar date, corporate wind-up.
- ▌ Cross Examination Summaries · casemarkGenerates thematic cross-examination summaries from deposition transcripts, sworn statements, and discovery materials with precise page-and-line citations. Highlights inconsistencies, impeachable admissions, and favorable concessions in a trial-ready format. Use when preparing witness cross-examination, building impeachment strategy, or synthesizing testimony across multiple witnesses.
- ▌ Data Breach Consumer Notice · casemarkDrafts U.S. consumer data breach notification letters satisfying multi-state breach-notice content rules and sector regimes (HIPAA, GLBA, PCI). Produces compliance scoping tables, data-element disclosures, remediation summaries, and consumer protection guidance tailored to incident facts and recipient cohorts. Use for multi-state breach letters, consumer breach notification, security incident notice, PII exposure notice, or sector-specific breach compliance.
- ▌ Deed In Lieu Of Foreclosure · casemarkDrafts a Deed in Lieu of Foreclosure Agreement for U.S. real estate transactions where a borrower voluntarily conveys property to a lender in full satisfaction of defaulted debt. Use when documenting a deed-in-lieu transaction during default, workout, or settlement phases of a secured real estate loan.
- ▌ Deposition Subpoena Drafter · casemarkDrafts U.S. federal deposition notices and subpoenas under FRCP 30(b)(1), 30(b)(6), and 45. Trigger when the user needs a deposition notice, 30(b)(6) topic list, Rule 45 subpoena, subpoena duces tecum, or discovery enforcement package. Also trigger on mentions of AO 88A/88B, witness fees, motion to compel, or deposition scheduling.
- ▌ Distribution Of Assets Plan · casemarkDrafts a corporate Distribution of Assets Plan for dissolution, restructuring, or wind-down, covering asset inventory with valuations, beneficiary designations, distribution methodology, contingency provisions, administrative powers, and execution formalities. Use when preparing dissolution plans, corporate wind-down documents, or asset allocation agreements among shareholders, creditors, or stakeholders; trigger keywords: distribution of assets, dissolution plan, wind-down, asset allocation, liquidating distribution.
- ▌ Employee Separation Release · casemarkDrafts U.S. employee separation and release agreements exchanging severance consideration for a comprehensive release of employment-related claims, with OWBPA/ADEA compliance, COBRA terms, confidentiality, and post-employment obligations. Use when preparing separation agreements, severance packages, termination releases, or settling employment claims.
- ▌ Employment Contract Summary · casemarkProduces structured U.S. employment contract summaries with section-level citations, capturing key terms, obligations, risks, and notable omissions. Use when summarizing an employment contract, executive employment agreement, offer letter, or consulting agreement. Triggers on "employment contract summary," "employment agreement," "compensation," "severance," "non-compete," "non-solicit," "confidentiality," or "restrictive covenant."
- ▌ Energy Regulation Summaries · casemarkGenerates structured summaries of U.S. energy sector regulations and landmark cases with compliance-focused analysis. Use when summarizing FERC orders, state PUC decisions, renewable energy incentives, NEPA compliance, environmental review requirements, or energy case law for legal professionals, policymakers, or industry stakeholders.