← all publishers

CaseMark

@casemark source repo

Report this profile Claim this profile

• 2.1k skills
• 0 followers
• 34 repo stars
• 3 weeks ago last updated

1. ▌
   Excluded Assets Liabilities · casemark

   Drafts a categorized schedule of excluded assets and liabilities as an exhibit to an asset purchase agreement. Delineates retained assets and unassumed liabilities by class. Use when drafting APA schedules, negotiating asset carve-outs, preparing closing exhibits, or defining exclusion scope in M&A asset sales.
   34 repo stars
2. ▌
   Expert Report Class Damages · casemark

   Drafts a litigation-ready expert report on class-wide damages for class action proceedings. Structures analysis to satisfy Daubert/FRE 702 admissibility and FRCP 23(b)(3) predominance. Use when retaining or preparing a damages expert for class certification, merits, or trial phases.
   34 repo stars
3. ▌
   Final Report Of Dissolution · casemark

   Drafts a filing-grade final report of dissolution for U.S. corporate or LLC closings, documenting winding-up actions, creditor handling, asset disposition, distributions, and tax/regulatory closure. Use when counsel needs a defensible compliance record after authorized dissolution for state filing, internal review, or litigation readiness. Trigger on: final report of dissolution, winding up, certificate of dissolution, creditor notice, claims resolution, distribution schedule, tax clearance, officer certification.
   34 repo stars
4. ▌
   Finra 4512 Customer Account · casemark

   Drafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or preparing for regulatory examinations. Triggers on requests involving customer account documentation, CIP/AML obligations, trusted contact designations, suitability profiling, or SEC Rule 17a-3 recordkeeping in broker-dealer contexts.
   34 repo stars
5. ▌
   Franchise Agreement Summary · casemark

   Summarizes US franchise agreements into a structured overview of parties, term, territory, fees, operations, IP, transfer, termination, covenants, dispute resolution, and risks. Triggers when the user asks to summarize a franchise agreement, franchise contract, or franchisor-franchisee terms, or to extract deal terms for review, diligence, or negotiation.
   34 repo stars
6. ▌
   Franchise Personal Guaranty · casemark

   Drafts a Personal Guaranty binding individual principals to a corporate franchisee's obligations under a franchise agreement. Covers unconditional payment-and-performance guaranty, suretyship defense waivers, reinstatement, subordination, joint and several liability, financial disclosure covenants, and spousal consent. Use when drafting franchise guaranty agreements, personal guarantees for franchise transactions, or franchisor credit enhancement documents.
   34 repo stars
7. ▌
   Fund Subscription Agreement · casemark

   Drafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents for private equity, venture capital, hedge, real estate, or other private funds. Covers accredited investor reps, transfer restrictions, risk acknowledgments, KYC/AML conditions, and acceptance mechanics. Trigger: subscription agreement, investor questionnaire, PPM, LPA, accredited investor, Reg D, capital commitment.
   34 repo stars
8. ▌
   Heritage Protection Summary · casemark

   Generates structured legal briefings on cultural heritage protection developments. Synthesizes judicial decisions, legislation, treaty updates, and regulatory changes across repatriation, trafficking, armed conflict, underwater heritage, intangible cultural heritage, and indigenous rights. Trigger when producing periodic briefings, policy digests, or thematic research for governments, NGOs, cultural institutions, or international organizations working in cultural property law.
   34 repo stars
9. ▌
   Hipaa Release Authorization · casemark

   Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance directive support, medical record release.
   34 repo stars
10. ▌
    Income Verification Summary · casemark

    Produces court-ready income verification reports from tax returns, W-2s, 1099s, and paystubs for loss-of-income claims, wage and hour disputes, and employment discrimination matters. Generates traceable multi-year wage histories, trend analysis, anomaly flags, and damage-ready financial narratives. Use during discovery or pre-trial to prove damages, establish baseline earning capacity, or support FLSA overtime calculations. Trigger keywords: income verification, wage history, W-2 analysis, earning capacity, FLSA overtime, lost wages, income loss, paystub review, tax return summary.
    34 repo stars
11. ▌
    Information Security Policy · casemark

    Drafts a board-approvable Information Security Policy covering data classification, access controls, encryption, incident response, breach notification, and enforcement. Tailored by industry and regulatory environment (HIPAA, GDPR, CCPA, GLBA, FERPA, PCI DSS). Use when drafting or overhauling an organization's foundational information security governance framework or cybersecurity policy.
    34 repo stars
12. ▌
    Intercreditor Lien Priority · casemark

    Drafts U.S. intercreditor agreements establishing first lien vs second lien priority over shared collateral, covering standstill, enforcement control, payment waterfall/turnover, and 11 U.S.C. 510(a) subordination. Use for first lien/second lien financings, refinancing, or intercreditor negotiations requiring lien priority and remedies governance. Trigger: intercreditor, lien priority, first lien, second lien, standstill, turnover, payment waterfall, subordination agreement.
    34 repo stars
13. ▌
    Intl Distribution Agreement · casemark

    Drafts international distribution agreements for cross-border supplier–distributor relationships. Covers appointment/territory, Incoterms, pricing/payment, export controls, sanctions, FCPA/UKBA, data protection, IP licensing, termination, and international arbitration. Trigger when drafting distribution agreements, cross-border supply contracts, dealer agreements, or exclusive distributor appointments.
    34 repo stars
14. ▌
    Lead Based Paint Disclosure · casemark

    Drafts federal lead-based paint disclosure forms for pre-1978 residential sales or leases under 42 U.S.C. § 4852d, HUD/EPA rules, and 24 CFR Part 35. Covers seller/landlord knowledge statements, record attachments, EPA pamphlet delivery, purchaser inspection option, acknowledgments, and agent certifications. Use when preparing a lead-based paint disclosure, lead hazard notice, or pre-1978 property disclosure; trigger keywords: lead-based paint, lead hazard, EPA pamphlet, Section 1018.
    34 repo stars
15. ▌
    Lease Termination Agreement · casemark

    Drafts a mutual early lease termination agreement for U.S. commercial and residential properties. Covers party identification, termination mechanics, property surrender, financial settlement (prorated rent, security deposit accounting), mutual release with carve-outs, and execution formalities. Use when landlord and tenant agree to end a lease before expiration, when negotiating buyout terms, or resolving disputes through consensual termination.
    34 repo stars
16. ▌
    Loan And Security Agreement · casemark

    Drafts a U.S. secured Loan and Security Agreement with UCC Article 9 security interests, perfection mechanics, covenants, and enforcement remedies. Use when documenting secured commercial loans, acquisition financing, working capital facilities, or equipment financing requiring perfected lien documentation.
    34 repo stars
17. ▌
    Loan Modification Agreement · casemark

    Drafts a U.S. commercial Loan Modification Agreement amending existing loan terms (interest rates, payment schedules, maturity dates, covenants) while preserving enforceability of original loan documents, security interests, and guarantees without novation. Use when restructuring commercial loans, extending maturities, modifying covenants, formalizing forbearance, or documenting workout arrangements.
    34 repo stars
18. ▌
    Motion For Temporary Relief · casemark

    Drafts a Motion for Temporary Relief (Pendente Lite) in U.S. family law cases seeking interim orders for custody, support, property use, and fees. Use when filing for temporary orders at the outset of a dissolution, separation, or custody matter to stabilize rights and obligations during pendency.
    34 repo stars
19. ▌
    Objection To Proof Of Claim · casemark

    Drafts Objections to Proof of Claim for U.S. bankruptcy courts under 11 U.S.C. § 502. Extracts case facts, identifies evidentiary deficiencies, and articulates grounds for disallowance or reduction. Use when a debtor, trustee, or party in interest challenges a creditor's proof of claim, claim classification, or insufficient documentation.
    34 repo stars
20. ▌
    Patent Infringement Summary · casemark

    Generates structured summaries of patent infringement cases covering parties, patents-at-issue, infringement theories, claim construction, damages, and outcomes. Use when summarizing patent disputes, creating case digests for IP portfolios, or onboarding to patent litigation matters.
    34 repo stars
21. ▌
    Pledge Agreement Securities · casemark

    Drafts perfected-security-interest Pledge Agreements for securities collateral under UCC Article 9. Use when drafting securities pledge agreements, stock pledge documents, collateral assignments, or security interest grants in investment property securing loans or credit facilities.
    34 repo stars
22. ▌
    Promissory Note Residential · casemark

    Drafts enforceable residential promissory notes with party identification, principal/interest terms, payment schedules, default/acceleration provisions, and security instrument cross-references. Ensures TILA awareness and state usury compliance. Use when drafting promissory notes for residential mortgages, deeds of trust, or seller-financed home sales; trigger keywords: promissory note, residential note, mortgage note, deed of trust note, seller financing note, balloon note.
    34 repo stars
23. ▌
    Seller Consulting Agreement · casemark

    Drafts a U.S. seller consulting agreement for post-closing transition services in M&A and asset purchase transactions. Use when a seller must provide knowledge-transfer, transition, or consulting services to a buyer after closing. Trigger: consulting agreement, seller services, transition services, post-closing consulting, asset purchase, M&A.
    34 repo stars
24. ▌
    Shareholder Meeting Summary · casemark

    Generates structured, record-quality summaries of shareholder meetings from minutes, transcripts, and related materials. Triggers when the user provides shareholder meeting documents and requests a summary, minute-book entry, or governance record covering metadata, resolutions, voting outcomes, and dissents.
    34 repo stars
25. ▌
    State Charity Annual Report · casemark

    Drafts U.S. state charity bureau annual report packages for nonprofit charitable solicitation compliance. Use when preparing a state charitable solicitation annual report or renewal, charity bureau financial report, AG annual report (e.g., Form RRF-1), or when converting a filing into form-field answers or an executive compliance briefing.
    34 repo stars
26. ▌
    Succession Planning Summary · casemark

    Synthesizes wills, trusts, beneficiary designations, powers of attorney, and healthcare directives into a unified estate succession reference document. Covers asset distribution maps, trust structures, fiduciary appointments, special provisions, and administration timelines. Use when onboarding to an estate matter, preparing executor guides, summarizing estate plans, or bridging complex instruments with practical implementation steps.
    34 repo stars
27. ▌
    Tax Summary Spousal Support · casemark

    Produces structured financial summaries from tax returns, W-2s, 1099s, K-1s, and business filings for spousal support proceedings. Trigger when preparing income analyses for alimony discovery, settlement negotiations, pre-trial, or court filings in family law matters.
    34 repo stars
28. ▌
    Tenant Estoppel Certificate · casemark

    Drafts tenant estoppel certificates for commercial real estate acquisitions and financings. Produces numbered certifications binding tenants to lease representations for reliance by purchasers and lenders during due diligence. Covers lease terms, rent status, defaults, options, claims, and security deposits. Use when drafting estoppel certificates, tenant certifications, lease verification documents, or property acquisition due diligence instruments.
    34 repo stars
29. ▌
    Trademark License Agreement · casemark

    Drafts a U.S. Trademark License Agreement governing a licensor's grant of rights to a licensee for authorized use of registered or common law marks. Covers exclusivity, field of use, territory, quality control, royalties, audit rights, and termination. Use when drafting IP licensing deals, brand licensing arrangements, co-branding agreements, or any transaction requiring controlled trademark use by a third party.
    34 repo stars
30. ▌
    Traffic Enforcement Summary · casemark

    Generates structured summaries of traffic law enforcement data covering DUI metrics, violation trends, enforcement outcomes, and resource allocation. Use when analyzing citation records, arrest statistics, violation reports, or preparing public safety strategic planning documents for law enforcement leadership.
    34 repo stars
31. ▌
    Analyzing Clinical Trial Data · casemark

    Structures clinical trial data analysis with primary endpoint evaluation and safety reporting. Use when analyzing trial results, evaluating endpoints, or preparing statistical reports.
    34 repo stars
32. ▌
    Conducting Stark Law Analysis · casemark

    Evaluates physician self-referral arrangements against Stark Law exceptions with documentation. Use when analyzing Stark compliance, evaluating referral arrangements, or documenting exception applicability.
    34 repo stars
33. ▌
    Conducting Surgical Time Outs · casemark

    Structures WHO surgical safety checklist completion with sign-in, time-out, and sign-out documentation. Use when performing surgical time-outs, completing safety checklists, or documenting pre-incision verification.
    34 repo stars
34. ▌
    Coordinating Care Transitions · casemark

    Manages post-hospitalization follow-up with medication reconciliation and readmission prevention. Use when following up after discharge, preventing readmissions, or coordinating transitional care.
    34 repo stars
35. ▌
    Documenting Cesarean Sections · casemark

    Creates structured C-section operative reports with indication, technique, and estimated blood loss. Use when documenting cesarean deliveries, recording operative findings, or writing C-section reports.
    34 repo stars
36. ▌
    Documenting Dental Procedures · casemark

    Creates structured dental procedure notes with tooth-specific documentation and material specifications. Use when documenting dental procedures, recording treatment details, or creating dental records.
    34 repo stars
37. ▌
    Interpreting Fetal Monitoring · casemark

    Interprets electronic fetal monitoring using NICHD nomenclature with category classification and intervention criteria. Use when reading fetal heart tracings, classifying EFM patterns, or documenting intrapartum monitoring.
    34 repo stars
38. ▌
    Managing Depression Screening · casemark

    Administers and interprets PHQ-9 with severity-based treatment pathways and safety assessment. Use when screening for depression, interpreting PHQ scores, or initiating mental health treatment.
    34 repo stars
39. ▌
    Managing Geriatric Psychiatry · casemark

    Addresses psychiatric care in elderly patients with medical comorbidity and polypharmacy considerations. Use when managing psychiatric conditions in elderly, evaluating behavioral disturbances, or adjusting geriatric psychotropics.
    34 repo stars
40. ▌
    Managing Gestational Diabetes · casemark

    Guides GDM screening, glucose monitoring, and insulin therapy with delivery timing criteria. Use when managing gestational diabetes, interpreting glucose logs, or planning GDM delivery timing.
    34 repo stars
41. ▌
    Managing Gynecologic Oncology · casemark

    Structures gynecologic cancer evaluation with staging, treatment planning, and surveillance. Use when managing gynecologic cancers, staging ovarian/uterine malignancies, or planning treatment.
    34 repo stars
42. ▌
    Managing Health AI Governance · casemark

    Structures AI/ML governance for healthcare applications with validation, monitoring, and ethical frameworks. Use when governing health AI, validating clinical models, or managing AI ethics in healthcare.
    34 repo stars
43. ▌
    Managing Health Data Exchange · casemark

    Structures health information exchange with HL7 FHIR, C-CDA, and interoperability requirements. Use when managing data exchange, implementing FHIR APIs, or ensuring interoperability.
    34 repo stars
44. ▌
    Managing Parenteral Nutrition · casemark

    Structures TPN order review with macronutrient calculations, compatibility checks, and monitoring protocols. Use when reviewing TPN orders, calculating nutrition requirements, or managing parenteral feeding.
    34 repo stars
45. ▌
    Managing Pediatric Infections · casemark

    Guides pediatric infection management with weight-based dosing and duration recommendations. Use when treating pediatric infections, calculating weight-based antibiotics, or managing common childhood infections.
    34 repo stars
46. ▌
    Managing Postoperative Orders · casemark

    Generates postoperative order sets with pain management, DVT prophylaxis, diet advancement, and activity progression. Use when writing post-op orders, managing surgical recovery, or creating post-procedure protocols.
    34 repo stars
47. ▌
    Managing Telemetry Monitoring · casemark

    Interprets telemetry rhythm strips with documentation requirements and escalation criteria. Use when monitoring telemetry, documenting rhythm interpretations, or recognizing alarm conditions.
    34 repo stars
48. ▌
    Reviewing Treatment Protocols · casemark

    Evaluates NCCN guideline-concordant treatment plans with evidence levels and alternatives. Use when reviewing cancer treatment plans, checking NCCN compliance, or evaluating treatment options.
    34 repo stars
49. ▌
    Structuring Bond Offerings · casemark

    Designs bond offering structures with tenor, coupon, call provisions, covenant packages, and pricing methodology. Use when structuring bond deals, selecting debt parameters, or comparing issuance alternatives.
    34 repo stars
50. ▌
    Analyzing Annuity Products · casemark

    Evaluates annuity structures with guaranteed benefit analysis, fee comparison, and surrender value modeling. Use when analyzing annuities, comparing guaranteed benefits, or evaluating annuity products.
    34 repo stars
51. ▌
    Analyzing Catastrophe Risk · casemark

    Structures catastrophe risk assessment with model output interpretation and accumulation monitoring. Use when analyzing cat risk, interpreting cat model results, or managing cat exposure.
    34 repo stars
52. ▌
    Analyzing Compensation Tax · casemark

    Evaluates executive compensation tax with Section 409A, 280G golden parachute, and equity comp treatment. Use when analyzing compensation tax, evaluating 409A compliance, or structuring equity compensation.
    34 repo stars
53. ▌
    Analyzing Earnings Quality · casemark

    Assesses earnings quality through accruals analysis, cash conversion, and accounting red flag identification. Use when evaluating earnings quality, detecting accounting anomalies, or analyzing accruals.
    34 repo stars
54. ▌
    Analyzing Embedded Finance · casemark

    Evaluates embedded finance opportunities with distribution economics and regulatory framework analysis. Use when analyzing embedded finance, evaluating BaaS models, or assessing embedded lending/insurance.
    34 repo stars
55. ▌
    Analyzing Emerging Markets · casemark

    Structures EM economic analysis with growth, inflation, external vulnerability, and political risk assessment. Use when analyzing emerging markets, assessing EM risk, or evaluating developing economy outlook.
    34 repo stars
56. ▌
    Analyzing Factor Exposures · casemark

    Decomposes portfolio factor exposures (value, growth, momentum, quality, size) with benchmark relative analysis. Use when analyzing factor tilts, decomposing returns, or managing style exposure.
    34 repo stars
57. ▌
    Analyzing Financial Ratios · casemark bundle

    Computes and interprets liquidity, profitability, leverage, and efficiency ratios with peer benchmarking. Use when analyzing financial statements, building comparable analyses, or evaluating company health metrics.
    34 repo stars
58. ▌
    Analyzing Insurtech Models · casemark

    Evaluates insurtech business models with distribution innovation, underwriting technology, and claims automation. Use when analyzing insurtech, evaluating digital insurance, or assessing insurance technology.
    34 repo stars
59. ▌
    Analyzing Lease Structures · casemark

    Evaluates commercial lease terms with net effective rent, concession analysis, and tenant credit assessment. Use when analyzing leases, calculating effective rents, or comparing lease structures.
    34 repo stars
60. ▌
    Analyzing State Income Tax · casemark

    Evaluates multi-state income tax positions with apportionment, nexus, and combined reporting analysis. Use when analyzing state tax, calculating apportionment, or managing multi-state filing.
    34 repo stars
61. ▌
    Building Rolling Forecasts · casemark

    Structures rolling forecast process with driver-based projections and continuous planning methodology. Use when creating rolling forecasts, updating financial projections, or managing continuous planning.
    34 repo stars
62. ▌
    Managing Audit Preparation · casemark

    Structures external audit preparation with PBC list management, supporting documentation, and inquiry responses. Use when preparing for external audit, organizing PBC items, or responding to audit inquiries.
    34 repo stars
63. ▌
    Managing Capital Structure · casemark

    Analyzes optimal capital structure with WACC minimization, rating implications, and financing alternatives. Use when optimizing capital structure, analyzing debt capacity, or evaluating leverage targets.
    34 repo stars
64. ▌
    Managing Corporate Actions · casemark

    Processes corporate action events with election management, entitlement calculation, and position adjustment. Use when managing corporate actions, processing dividends, or handling stock splits.
    34 repo stars
65. ▌
    Managing Cost Optimization · casemark

    Structures cost reduction analysis with opportunity identification, implementation tracking, and savings verification. Use when identifying cost savings, tracking reduction initiatives, or verifying cost optimization.
    34 repo stars
66. ▌
    Managing Counterparty Risk · casemark

    Structures counterparty credit risk assessment with exposure calculation and mitigation monitoring. Use when assessing counterparty risk, calculating potential future exposure, or managing collateral.
    34 repo stars
67. ▌
    Managing Duration Exposure · casemark

    Structures portfolio duration management with hedging strategies and benchmark tracking. Use when managing interest rate risk, hedging duration, or optimizing portfolio duration.
    34 repo stars
68. ▌
    Managing Earnings Releases · casemark

    Structures earnings release preparation with GAAP/non-GAAP reconciliation and forward guidance documentation. Use when preparing earnings releases, reconciling non-GAAP measures, or drafting press releases.
    34 repo stars
69. ▌
    Managing Education Funding · casemark

    Structures education savings analysis with 529 plans, financial aid impact, and funding strategy comparison. Use when planning education funding, analyzing 529 options, or projecting college costs.
    34 repo stars
70. ▌
    Managing Family Governance · casemark

    Structures family governance frameworks with meeting protocols, decision-making, and succession planning. Use when establishing family governance, planning family meetings, or documenting succession.
    34 repo stars
71. ▌
    Managing Reputational Risk · casemark

    Structures reputational risk identification with scenario planning and mitigation strategy documentation. Use when assessing reputational risk, planning crisis scenarios, or documenting reputation management.
    34 repo stars
72. ▌
    Managing Segment Reporting · casemark

    Structures segment reporting with operating segment identification, measurement, and disclosure requirements. Use when preparing segment disclosures, identifying operating segments, or allocating intersegment items.
    34 repo stars
73. ▌
    Modeling Revenue Forecasts · casemark

    Builds bottom-up revenue models from segment-level drivers with assumption documentation. Use when forecasting revenue, modeling growth drivers, or building segment-level projections.
    34 repo stars
74. ▌
    Pricing Credit Derivatives · casemark

    Structures credit derivative pricing with hazard rate calibration and default probability estimation. Use when pricing CDS, calculating credit spreads, or modeling default risk.
    34 repo stars
75. ▌
    Structuring Debt Financing · casemark

    Designs acquisition financing structures with leverage analysis, covenant negotiation, and capital structure optimization. Use when structuring deal financing, analyzing debt capacity, or negotiating loan terms.
    34 repo stars
76. ▌
    Summarizing Earnings Calls · casemark bundle

    Transforms earnings call transcripts into structured summaries with financial guidance, KPI changes, management sentiment, and analyst Q&A highlights. Use when processing quarterly earnings calls, preparing investment research, or tracking company performance narratives.
    34 repo stars
77. ▌
    Writing Engagement Letters · casemark

    Structures investment banking engagement terms with scope, fees, indemnification, and tail provisions. Use when drafting engagement letters, negotiating fee structures, or documenting advisory mandates.
    34 repo stars
78. ▌
    Amended Restated Certificate · casemark

    Drafts a Delaware Amended and Restated Certificate of Incorporation implementing VC term sheet economics and governance into DGCL-compliant charter provisions. Use when drafting or revising a Delaware A&R certificate, preferred stock charter terms, Series Seed/A/B financing charter, blank check preferred authority, or implementing cap structure from a term sheet or SPA.
    34 repo stars
79. ▌
    Annual Report Charity Bureau · casemark

    Generates a cross-referenced U.S. nonprofit annual filing package for state charity-bureau registration. Produces Full Compliance Package, Form-Field Mode, or Executive Briefing with source citations, disclosure cross-checks, and filing instructions. Trigger when the user drafts annual report submissions, renewal packets, penalty-of-perjury certifications, or charity bureau filings. Also trigger on Form RRF-1, CHAR500, BCO-10, nonprofit annual report, charity registration renewal, or fundraiser disclosure attachments.
    34 repo stars
80. ▌
    Board Resolution Dissolution · casemark

    Drafts a board resolution authorizing voluntary corporate dissolution via unanimous written consent of directors. Covers Plan of Complete Liquidation adoption, shareholder approval directive, officer authorizations, and execution provisions. Use when initiating voluntary dissolution, preparing corporate wind-down records, or drafting pre-shareholder dissolution authority under state corporation law.
    34 repo stars
81. ▌
    Body Camera Incident Summary · casemark

    Transforms police body camera transcripts into structured 10-section legal summaries with timestamp-cited verbatim statements, constitutional issue spotting, evidence inventory, and probable cause articulation. Maintains strict neutrality for all parties. Use when analyzing BWC footage for discovery, pre-trial prep, or trial. Trigger: body camera, BWC, body worn camera, officer footage, use of force review, incident summary.
    34 repo stars
82. ▌
    Closing Disclosure Tolerance · casemark

    Applies U.S. TRID tolerance rules to compare a residential mortgage Closing Disclosure (CD) against the controlling Loan Estimate (LE). Classifies fees by tolerance bucket, validates changed-circumstance resets, computes violations, and calculates cure amounts. Use when reviewing LE-CD variance, 10% tolerance, revised LE validity, changed circumstances, tolerance cure, or pre-closing compliance QA.
    34 repo stars
83. ▌
    Comfort Letter From Auditors · casemark

    Drafts PCAOB AS 6101-compliant auditor comfort letters (cold comfort letters) providing negative assurance on unaudited financial information for underwriters in U.S. securities offerings. Use when drafting comfort letters for underwriting agreements, capital markets closings, IPOs, secondary offerings, or any securities transaction requiring auditor negative assurance at signing or closing.
    34 repo stars
84. ▌
    Commencement Date Memorandum · casemark

    Drafts a U.S. commencement-date memorandum for commercial leases and related agreements, confirming the operative start date and its evidentiary basis. Use when users request a defensible record of "commencement date," "effective date," "lease start," conditions precedent satisfaction, or timing of rent, termination, or performance triggers — typically after execution, at closing, or during post-signature administration.
    34 repo stars
85. ▌
    Complaint Breach Of Contract · casemark

    Drafts a U.S. plaintiff-side breach of contract complaint with caption, jurisdiction/venue, four-element cause of action, and prayer for relief. Trigger when user needs to draft a breach of contract complaint for state or federal court filing.
    34 repo stars
86. ▌
    Cyber Law Compliance Summary · casemark

    Produces structured cyber law compliance memoranda covering GDPR, CCPA, state privacy laws, and sector-specific regulations for US and EU operations. Includes Bluebook citations, jurisdiction comparison tables, penalty exposure, and regulatory trends. Use when advising on digital operations compliance, privacy program design, incident response readiness, or preparing compliance gap assessments.
    34 repo stars
87. ▌
    Cybersecurity Breach Summary · casemark

    Produces structured cybersecurity breach summary documents for regulatory and compliance use. Use when drafting breach summaries, incident response reports, forensic report syntheses, board updates, or regulatory notification prep. Triggers: data breach, cybersecurity incident, breach summary, incident report, forensic analysis, notification timeline, GDPR, CCPA/CPRA, HIPAA, state breach law.
    34 repo stars
88. ▌
    Decision Record Verification · casemark

    Cross-references a judge's decision, court opinion, or final order against one or more hearing/trial/deposition transcripts to verify whether the record supports each finding. Produces strict dual-citation blocks with document names, page/line references, and verbatim quotes from both sources. Use when preparing appellate review, post-trial motions, record discrepancy audits, or transcript-based fact checks of judicial findings.
    34 repo stars
89. ▌
    Deposition Document Assembly · casemark

    Assembles and organizes documents for deposition preparation, producing a document inventory, exhibit list, impeachment index, and gap analysis. Use before building a deposition outline for any deponent type (fact witness, party, corporate rep/30(b)(6), expert) in US federal or state litigation.
    34 repo stars
90. ▌
    Deposition Summary Narrative · casemark

    Transforms deposition transcripts into topic-organized narrative memoranda with page-line citations, flagged admissions, contradictions, and credibility issues. Use when summarizing depositions, condensing transcripts for trial prep, or building case strategy during discovery or pre-trial phases.
    34 repo stars
91. ▌
    Deposition Summary Page Line · casemark

    Generates page-line deposition summaries from U.S. litigation transcripts with citation-anchored flagging for admissions, inconsistencies, objections, and exhibits. Trigger when summarizing depositions, preparing cross-examination outlines, identifying impeachment material, or building evidentiary records.
    34 repo stars
92. ▌
    Depository Account Agreement · casemark

    Drafts a U.S. Depository Account Agreement governing the institution–depositor relationship for checking, savings, money market, and CD accounts. Enforces Regulation CC (funds availability), Regulation E (electronic fund transfers), Regulation DD (truth in savings), BSA/AML, PATRIOT Act, and OFAC. Embeds required disclosures, liability limits, error resolution, fee structures, and ownership provisions. Trigger keywords: "depository account agreement", "deposit account terms", "checking account agreement", "savings account agreement", "funds availability", "Reg CC", "Reg E", "Reg DD".
    34 repo stars
93. ▌
    Discovery Deficiency Tracker · casemark

    Builds and maintains a litigation-grade discovery deficiency and meet-and-confer tracker for compulsion motion practice. Use this skill when the user mentions deficient discovery responses, motion to compel preparation, meet-and-confer tracking, FRCP 37 sanctions, discovery dispute charts, joint discovery letters, informal discovery conferences, deficiency logging, or California Separate Statements. Also trigger when the user references boilerplate objections, privilege log deficiencies, incomplete productions, evasive answers, discovery conferral documentation, or asks for help organizing disputes for court. Even if the user just says "track these discovery problems" or "help me build a compel motion," use this skill.
    34 repo stars
94. ▌
    Discovery Document Summaries · casemark

    Summarizes discovery documents (depositions, emails, contracts, interrogatories, medical/financial records) with Bates citations, impeachment flags, timeline extraction, and privilege alerts. Use when summarizing produced documents during discovery or pre-trial phases of U.S. commercial litigation.
    34 repo stars
95. ▌
    Discovery Separate Statement · casemark

    Drafts a California-compliant discovery Separate Statement for motions to compel under Cal. Rules of Court rule 3.1345. Trigger when the user mentions a California motion to compel, Separate Statement, "sep stat," Rule 3.1345, CCP 2023.030 sanctions, interrogatory/RFP/RFA/deposition disputes, or verbatim request-response formatting for CA Superior Court discovery motions.
    34 repo stars
96. ▌
    Discovery Verification Audit · casemark

    Produces an attorney-grade audit memorandum assessing whether written discovery responses are legally binding and timely. Use this skill when the user mentions verification audit, discovery verification, proof of service review, signature authority, perjury clause compliance, deadline computation, mailbox rule extensions, service defects, waiver risk, or motion-to-compel deadline analysis. Also trigger when the user references FRCP 33(b)(3) verification, CCP 2015.5, 28 U.S.C. 1746, attorney vs. party verification, or asks for help checking whether discovery responses are properly executed. Even if the user just says "check these responses for defects" or "is this verification valid," use this skill.
    34 repo stars
97. ▌
    Employee Complaint Summaries · casemark

    Generates structured attorney-review memos from employee complaints, extracting parties, timeline, claims, evidence, defenses, and risk flags. Covers Title VII, ADA, ADEA, FMLA, FLSA, and state analogs. Use when summarizing initial complaints, EEOC charges, investigation reports, or personnel files to assess litigation risk and develop response strategy.
    34 repo stars
98. ▌
    Employee Retention Agreement · casemark

    Drafts enforceable U.S. Employee Retention Agreements (ERAs) for M&A, restructurings, and leadership transitions. Covers cash/equity/hybrid incentives, 409A compliance, termination scenarios, change-in-control triggers, restrictive covenants, and 280G golden parachute analysis. Trigger when drafting retention bonus agreements, executive compensation packages, or key-employee continuity contracts for business transitions.
    34 repo stars
99. ▌
    Fintech Regulatory Summaries · casemark

    Generates structured regulatory summaries for fintech compliance covering crypto, payments, lending, mobile banking, and money transmission. Covers CFPB, SEC, CFTC, FinCEN, OCC, Federal Reserve, and state regulators with urgency triage and compliance deadlines. Use when compliance officers or legal teams need recent regulatory updates, agency guidance monitoring, or regulatory status reports.
    34 repo stars
100. ▌
     Fiscal Sponsorship Agreement · casemark

     Drafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.
     34 repo stars