CaseMark
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- ▌ Franchise Transfer Agreement · casemarkDrafts a tripartite U.S. Franchise Transfer Agreement allocating rights, liabilities, and closing mechanics among franchisor, transferor, and transferee. Covers asset/liability allocation, purchase price structure, franchisor approval conditions, FDD compliance, restrictive covenants, and indemnification. Use when drafting franchise transfer agreements, franchise assignment agreements, franchise sale documents, or franchise consent-to- transfer packages during negotiation or closing phases.
- ▌ Incorporator Written Consent · casemarkDrafts an Action by Written Consent of Incorporator for newly formed U.S. corporations. Trigger when the user needs to formalize post-incorporation organizational actions (adopting bylaws, appointing initial directors) by written consent in lieu of an organizational meeting.
- ▌ Interrogatories To Defendant · casemarkDrafts plaintiff's interrogatories to defendant in personal injury litigation with caption, definitions, instructions, and substantive questions. Triggers when user needs to draft interrogatories, written discovery requests to a defendant, or PI discovery sets. Enforces numerical limits, subpart counting, and contention interrogatory practices.
- ▌ Investigation Report Summary · casemarkGenerates executive-level summaries of investigative reports covering workplace incidents, misconduct, fraud, or personal injury. Distills findings, evidence, methodology, and recommendations into a structured briefing. Use when summarizing investigation reports, incident reports, fraud investigations, or preparing litigation decision-maker briefings.
- ▌ Itar Technology Control Plan · casemarkDrafts an ITAR Technology Control Plan (TCP) for U.S. export control compliance under 22 CFR 120-130. Use when a user needs to create or update a TCP, export control program, or deemed-export compliance plan. Trigger on mentions of ITAR, TCP, DDTC, USML, deemed export, technical data, or defense article in a compliance-planning context.
- ▌ Marital Settlement Agreement · casemarkDrafts Marital Settlement Agreements for divorce proceedings covering property division, spousal support, child custody, and enforceability provisions. Triggers on requests to draft MSAs, divorce settlement agreements, property settlement agreements, or marital dissolution contracts.
- ▌ Medical Records Gap Analysis · casemark bundleAudits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited analysis of treatment gaps, missing records or providers, baseline coverage, material billing or production mismatches, and complaint evolution. Use when asked to find missing medical records, analyze treatment gaps or first-care timing, identify absent providers, assess whether a production is complete, or prepare a records-request target list. Use medical-record-chronology instead when the primary request is a chronological clinical narrative.
- ▌ Motion To Dismiss Indictment · casemarkDrafts motions to dismiss criminal indictments in federal and state courts. Covers defective indictments, statute of limitations, speedy trial, double jeopardy, prosecutorial misconduct, and jurisdictional defects. Use when the agent needs to challenge the legal sufficiency of criminal charges or draft a pre-trial dismissal motion.
- ▌ Nonprofit Compliance Summary · casemarkGenerates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state charitable registration, and governance. Use when conducting compliance audits, preparing for IRS or state AG examinations, onboarding to a nonprofit matter, or producing board-level compliance reports.
- ▌ Patent Infringement Analysis · casemarkGenerates a structured patent infringement analysis mapping claims to accused product features via claim charts. Covers Phillips claim construction, literal infringement, doctrine of equivalents, validity defenses, damages, and strategic recommendations. Use when analyzing patent infringement, preparing claim charts, evaluating IP litigation risk, or assessing licensing and design-around options.
- ▌ Claim Construction Order · casemarkDrafts a U.S. federal court Claim Construction Order (Markman order) applying the Phillips v. AWH Corp. intrinsic/extrinsic evidence hierarchy to construe disputed patent claim terms. Use when drafting Markman orders, claim construction memoranda, or disputed-term rulings in U.S. patent litigation.
- ▌ Clinical Trial Agreement · casemarkDrafts U.S. clinical trial agreements governing sponsor–site–investigator relationships under FDA rules (21 CFR Parts 50, 56, 312) and ICH-GCP E6(R2). Use when drafting or negotiating CTAs, sponsor research agreements, or protocol-specific contracts for investigational drugs, devices, or biologics.
- ▌ Cognovit Promissory Note · casemarkDrafts a U.S. cognovit promissory note with confession of judgment clause, enforceability gate, and execution formalities. Use when preparing a commercial loan note with cognovit language, confession of judgment, warrant of attorney, or waiver of notice/hearing rights. Triggers: cognovit, confession of judgment, warrant of attorney, waiver of defenses.
- ▌ Commercial Lease Summary · casemarkProduces structured U.S. commercial lease abstracts covering business terms, financial obligations, operating covenants, risk allocation, and deadlines. Use when summarizing a commercial lease, preparing a lease abstract, reviewing premises/term/rent/CAM, or identifying SNDA, assignment, default, and renewal issues. Triggers: commercial lease summary, lease abstract, CAM reconciliation, base rent escalation, SNDA, assignment/sublease, tenant default, guaranty.
- ▌ Complaint For Negligence · casemarkDrafts a court-ready Complaint for Negligence establishing duty, breach, causation, and damages with jurisdiction-aware pleading standards (Twombly-Iqbal federal vs. state notice/fact pleading). Use when filing a negligence complaint, initiating a personal injury suit, or pleading tort claims such as motor vehicle collisions, premises liability, or professional negligence.
- ▌ Contract Playbook Review · casemarkReviews contracts clause-by-clause against a defined negotiation playbook, grading each clause as acceptable, needs review, or unacceptable and generating specific redline suggestions with winning language. Supports playbook creation from existing contracts, precedent language, or policy documents. Use when reviewing incoming contracts against firm standards, running playbook-based contract reviews, creating or maintaining negotiation playbooks, standardizing contract language across teams, or conducting high-volume contract review with consistent quality. Trigger keywords: playbook, contract review, clause grading, redline, winning language, contract compliance, clause-by-clause, contract standards, playbook review.
- ▌ Data Processing Addendum · casemarkDrafts a GDPR Article 28-compliant Data Processing Addendum (DPA) between data controllers and processors. Extracts party details, processing scope, and service terms from uploaded documents. Produces an execution-ready DPA with all mandatory Art. 28(3) elements and four schedules. Use when supplementing a service agreement with data protection terms, negotiating processor contracts, or establishing GDPR-compliant EU data processing relationships.
- ▌ Deposition Ip Supplement · casemarkProvides IP-specific deposition examination frameworks for patent, trademark, copyright, and trade secret cases. Covers inventor, infringer, licensing, and expert witnesses with question maps for claim construction, prior art, willfulness, Georgia-Pacific factors, likelihood of confusion, and trade secret identification. Use when preparing IP litigation depositions alongside @deposition-preparation and @deposition-expert-witness.
- ▌ Deposition Summarization · casemarkSummarizes deposition transcripts with precise page:line citations. Supports sequential, topic-based, and strategic deep-analysis formats. Use when a user provides a deposition transcript and requests a summary, depo digest, testimony analysis, or impeachment identification.
- ▌ Deposition Summary Index · casemarkCreates topic-based deposition summaries with exhibit-to-transcript citation mapping for U.S. commercial litigation. Use when a user provides a deposition transcript and requests a witness summary, deposition digest, exhibit index, cross-examination prep, or discovery-analysis packet.
- ▌ Director Indemnification · casemarkDrafts indemnification agreements between corporations and directors covering expense advancement, indemnification determinations, D&O insurance coordination, and successor obligations. Use when drafting director indemnification agreements, expense advancement provisions, or D&O indemnity contracts.
- ▌ Discovery Dispute Letter · casemarkDrafts discovery dispute resolution letters documenting meet-and-confer efforts and unresolved issues in U.S. litigation. Use when drafting meet-and-confer letters, discovery conference follow-ups, or pre-motion to compel correspondence during the discovery phase.
- ▌ Ediscovery Status Report · casemarkGenerates a structured internal e-discovery status report tracking ESI from collection through attorney review. Covers custodian volumes, search term hit rates, review coding statistics, reviewer productivity, and projected timelines. Use when counsel, case managers, or clients need a progress report during the discovery phase of U.S. commercial litigation.
- ▌ Employee Dispute Summary · casemarkProduces a structured, source-cited summary of U.S. employment disputes for HR and litigation review. Trigger when asked to summarize an employee dispute, employment litigation, HR investigation, EEOC/agency matter, discrimination, harassment, retaliation, wrongful termination, wage-hour dispute, or grievance/arbitration file.
- ▌ Engagement Letter Review · casemarkReviews attorney engagement letters for completeness, fee clarity, scope definition, and potential client-side risks. Flags missing provisions, ambiguous terms, and unusual fee arrangements. Use when the user mentions "engagement letter", "retainer agreement", "fee agreement review", "scope of representation", or needs to evaluate terms before signing or sending an engagement letter.
- ▌ Exclusive Patent License · casemarkDrafts an Exclusive Patent License Agreement granting a Licensee exclusive rights to commercialize Licensed Patents within a defined Territory and Field of Use. Covers grant clauses, royalty structures, diligence milestones, patent prosecution allocation, infringement enforcement, and termination frameworks. Use when drafting patent license agreements, exclusive IP licenses, technology licensing deals, or patent monetization agreements.
- ▌ Expert Report On Damages · casemarkGenerates a structured expert report on economic damages for U.S. commercial litigation. Produces Daubert-ready, FRE 702-compliant analyses covering lost profits, disgorgement, diminution in value, or reasonable royalty with full FRCP 26(a)(2)(B) disclosure. Use when the user needs a damages expert report, economic loss calculation, damages rebuttal, forensic accounting analysis, or expert disclosure for commercial disputes during discovery, pre-trial, or trial.
- ▌ Expert Witness Omissions · casemarkIdentifies medical records an expert witness failed to review, cite, or address by cross-referencing the expert's materials-reviewed list against the full case record set. Produces a tiered omissions register, methodology critique, bias analysis, and strategic recommendations for cross-examination and exclusion motions. Use in personal injury or medical malpractice litigation when challenging or defending expert credibility during discovery, pre-trial, or trial preparation.
- ▌ Field Of Use Restriction · casemarkDrafts field-of-use restriction clauses for IP licensing agreements. Covers grant language, prohibited activities, audit rights, breach remedies, and dispute resolution. Use when drafting IP license restrictions, patent field-of-use limitations, technology licensing clauses, or licensee scope provisions.
- ▌ Finra 4512 Customer Info · casemarkDrafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitability profile, and account elections. Trigger when the user mentions FINRA 4512, customer account information, KYC/CIP onboarding, trusted contact person, Rule 2111 suitability, Rule 3210, or broker-dealer new account setup.
- ▌ Hazardous Waste Manifest · casemarkDrafts a Uniform Hazardous Waste Manifest (EPA Form 8700-22) compliant with RCRA, EPA, and DOT requirements. Assembles generator, transporter, and TSDF chain-of-custody data with 40 CFR Parts 261–265 waste coding, DOT classification under 49 CFR Parts 171–180, certification language, and discrepancy reporting. Use when preparing manifest packages for hazardous waste shipments, RCRA tracking documents, or waste disposal compliance filings.
- ▌ Health Care Agent Letter · casemarkDrafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care agent, translating personal values, quality-of-life thresholds, and scenario-based treatment preferences into operational bedside guidance for substituted judgment. Trigger when the user mentions values letter, legacy letter, instruction letter to healthcare proxy, substituted judgment guidance, supplementing an advance directive with personal guidance, or communicating treatment wishes to a designated agent. Also trigger for family conflict around medical decision-making authority.
- ▌ Immigration Case Summary · casemarkProduces structured U.S. immigration case summaries covering applicant background, legal basis, procedural history, posture, and outcomes. Use when preparing case summaries, intake briefs, supervision reviews, handoffs, or client consultations. Trigger keywords: immigration summary, asylum, AOS, removal defense, I-589, I-485, I-130, I-140, NTA, RFE, NOID, EOIR, BIA, USCIS.
- ▌ Import Compliance Manual · casemarkDrafts a U.S. import compliance manual demonstrating reasonable care under 19 U.S.C. § 1484. Covers HTS classification, customs valuation (19 U.S.C. § 1401a), country of origin, recordkeeping (19 C.F.R. Part 163), PGA compliance, internal audit, training, and corrective action. Use when creating or overhauling an importer-of-record compliance program, preparing for a CBP focused assessment, or establishing written reasonable-care procedures. Trigger keywords: import compliance manual, customs compliance program, CBP audit preparation, reasonable care, IOR compliance.
- ▌ Insurance Policy Summary · casemarkProduces structured, citation-backed summaries of U.S. insurance policies, endorsements, claims files, and coverage correspondence for coverage analysis and insurance litigation. Use when summarizing policies, declarations, claims files, reservation-of-rights letters, denial letters, or coverage disputes.
- ▌ Ip Infringement Analysis · casemarkProduces structured IP infringement memoranda evaluating patents, trademarks, copyrights, and trade secrets. Performs claim-by-claim patent comparisons, likelihood-of-confusion trademark tests, substantial similarity copyright assessments, and trade secret misappropriation evaluations with defense and remedies analysis. Use for infringement opinions, pre-filing assessments, cease-and-desist support, licensing disputes, or settlement valuation.
- ▌ Jurisdictional Statement · casemarkDrafts jurisdictional statements for U.S. appellate courts establishing authority to hear an appeal, procedural compliance, and timeliness. Covers 28 U.S.C. §§ 1291/1292, FRAP Rule 4, state appellate rules, finality analysis, interlocutory exceptions, tolling, and cross-appeals. Use when preparing appellate filings, jurisdictional briefs, or responding to jurisdictional challenges.
- ▌ Litigation Case Strategy · casemarkDevelops comprehensive litigation strategy across the full case lifecycle, from initial assessment through discovery, motion practice, trial preparation, and appeal. Produces case theory analysis, chronologies from document sets, discovery plans, deposition outlines, brief drafts, cross-examination questions, and appellate record summaries. Use when evaluating a new litigation matter, preparing case strategy memos, building case chronologies from emails or documents, preparing for depositions, drafting motions or briefs, developing trial strategy, or preparing appellate filings. Trigger keywords: litigation strategy, case assessment, case theory, case chronology, discovery plan, deposition prep, motion to dismiss, summary judgment, trial preparation, cross-examination, appellate brief, argument evaluation, case timeline.
- ▌ Management Rights Letter · casemarkDrafts management rights letters for VC/PE equity investment closings, granting investors contractual consultation, inspection, and information rights. Ensures VCOC qualification under ERISA plan asset regulations (29 CFR § 2510.3-101). Use when drafting management rights letters, VCOC qualification letters, or investor side letters at closing.
- ▌ Medical Billing Analysis · casemark bundleProduces a litigation-ready analysis of medical bills and supporting records for personal injury, medical-malpractice, workers'-compensation, and disability cases. Validates CPT/HCPCS/ICD-10 codes against documentation, applies a per-charge causation screen, runs a UCR/FAIR Health/MPFS reasonableness review, surfaces unbundling, upcoding, duplicate and phantom billing, flags letter-of-protection inflation, identifies collateral-source and lien interfaces, and outputs a memo whose every finding cites document, page, and Bates. Trigger on: medical billing analysis, medical bill audit, billing reasonableness review, UCR review, CPT/ICD code review, NCCI/unbundling/upcoding review, billed vs. paid analysis, letter of protection (LOP) analysis, collateral source review, chargemaster markup, causation chain, IME rebuttal prep, demand-package billing exhibit, mediation statement billing section, lien interface identification.
- ▌ Npdes Permit Application · casemarkDrafts NPDES permit applications under the Clean Water Act (33 U.S.C. § 1342) for facilities discharging pollutants into U.S. waters. Covers initial, renewal, and modification applications with discharge characterization, treatment descriptions, water quality analysis, and monitoring programs. Use when drafting NPDES permits, discharge authorizations, point source permits, or CWA compliance filings.
- ▌ Power Purchase Agreement · casemarkDrafts U.S. power purchase agreements (PPAs) between generators and offtakers covering delivery, pricing, metering, performance guarantees, RECs/carbon attributes, credit support, defaults, and remedies. Triggers on "PPA", "power purchase agreement", "offtaker", "generator", "REC", "net output", "renewable energy offtake", "energy supply agreement", or "energy payment".
- ▌ Preservation Law Summary · casemarkGenerates structured legal memoranda on historic preservation law covering NHPA, Penn Central takings analysis, designation processes, and state-local regulatory frameworks. Use when summarizing preservation jurisprudence, Section 106 review, landmark regulations, cultural resource protection, or takings challenges to preservation ordinances.
- ▌ Representation Agreement · casemarkDrafts a U.S. litigation representation agreement covering scope, fees, costs, duties, conflicts, and termination. Use when preparing an engagement letter, fee agreement, retainer, or attorney-client representation agreement at intake or pre-filing. Trigger: representation agreement, engagement letter, retainer, contingency fee, personal injury, litigation.
- ▌ Settlement Summarization · casemarkSummarizes settlement negotiations and agreements in litigation. Extracts key terms, payment structures, release provisions, negotiation chronology, and compliance obligations for both two-party and complex multi-party settlements. Use when the user needs a settlement summary, settlement analysis, negotiation history, or settlement term review.
- ▌ Sports Licensing Summary · casemarkSummarizes sports licensing agreements (merchandise, broadcasting, endorsement) into structured frameworks extracting parties, financials, IP rights, obligations, compliance, and risks. Use when an agent reviews a sports licensing contract, broadcasting rights deal, athlete endorsement agreement, or merchandise licensing arrangement.
- ▌ Stark Law Aks Compliance · casemarkDrafts Stark Law and Anti-Kickback Statute compliance plans for healthcare organizations. Use when drafting physician self-referral compliance documents, AKS policies, healthcare fraud prevention frameworks, or arrangement-level risk assessments.
- ▌ Statement Of Information · casemarkDrafts a U.S. Statement of Information for periodic Secretary of State filing. Validates corporate name, officers, directors, registered agent, and addresses against source records. Triggers on annual/biennial compliance filings, officer or address updates, or good-standing maintenance tasks.
- ▌ Stock Purchase Agreement · casemarkDrafts a Stock Purchase Agreement for 100% stock acquisitions in middle-market M&A transactions. Covers purchase price with working capital adjustments, escrow, earnouts, seller reps and warranties with disclosure schedules, indemnification, restrictive covenants, and closing mechanics. Trigger keywords: "stock purchase agreement", "SPA", "stock acquisition", "definitive purchase agreement", "M&A closing document", "share purchase".
- ▌ Transfer Agent Agreement · casemarkDrafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rule 17Ad compliance, fees, termination, and transition. Trigger on: transfer agent agreement, stock ledger, shareholder registry, TA-1, TA-2, 17Ad, appointing or renewing a transfer agent.
- ▌ Transition Services Plan · casemarkDrafts a Transition Services Plan exhibit to an Asset Purchase Agreement, organizing post-closing seller-to-buyer support by functional area with scope, duration, contacts, and deliverables. Triggers on requests for TSA exhibits, transition plans, post-closing support schedules, or operational handover documents in asset purchase transactions.
- ▌ Verdict Judgment Summary · casemarkProduces structured post-trial verdict and judgment analysis memoranda for commercial litigation. Triggers when summarizing a jury verdict, bench trial decision, post-trial motion assessment, or appellate viability review. Covers liability determinations, damages breakdowns, critical rulings, and post-trial strategy.
- ▌ Volunteer Waiver Release · casemarkDrafts a Volunteer Waiver and Release of Liability Agreement covering assumption of risk, liability release, indemnification, medical authorization, and minor/guardian provisions. Enforces conspicuous formatting and state-law compliance. Use when drafting volunteer waivers, assumption-of-risk agreements, or volunteer liability releases for nonprofits or corporate volunteer programs.
- ▌ Analyzing Vital Statistics · casemarkStructures vital records analysis with birth, death, and demographic trend reporting. Use when analyzing vital statistics, interpreting mortality data, or reporting demographic trends.
- ▌ Coding Anesthesia Services · casemarkAssigns anesthesia codes with time documentation, base/time unit calculation, and physical status modifiers. Use when coding anesthesia, calculating anesthesia units, or applying physical status modifiers.
- ▌ Coding Laboratory Services · casemarkAssigns laboratory CPT codes with panel construction and specimen-specific modifiers. Use when coding lab tests, building lab panels, or applying laboratory modifiers.
- ▌ Coding Surgical Procedures · casemarkAssigns CPT surgical codes with modifier selection and bundling/unbundling rules. Use when coding surgeries, applying surgical modifiers, or navigating NCCI edits.
- ▌ Coding Telehealth Services · casemarkAssigns telehealth-specific codes with place of service, modifier, and technology requirements. Use when coding virtual visits, applying telehealth modifiers, or documenting telemedicine services.
- ▌ Documenting Trauma Surgery · casemarkCreates trauma surgery documentation with injury severity scoring and damage control principles. Use when documenting trauma operations, calculating ISS, or recording damage control sequences.
- ▌ Interpreting Biostatistics · casemarkStructures statistical analysis interpretation with p-value, confidence interval, and effect size reporting. Use when interpreting study statistics, explaining statistical results, or reviewing biostatistical analyses.
- ▌ Interpreting Tumor Markers · casemarkTracks tumor marker trends with diagnostic and monitoring interpretive frameworks. Use when tracking tumor markers, interpreting biomarker trends, or monitoring treatment response.
- ▌ Managing Central Line Care · casemarkStructures central line maintenance with bundle compliance and infection prevention documentation. Use when managing central lines, documenting line care, or tracking bundle compliance.
- ▌ Managing Childhood Obesity · casemarkGuides pediatric weight management with BMI percentile tracking and family-based interventions. Use when managing childhood obesity, tracking BMI percentiles, or implementing weight management plans.
- ▌ Managing Compliance Audits · casemarkStructures coding compliance audit programs with sampling methodology and corrective action plans. Use when conducting compliance audits, designing audit samples, or implementing corrective actions.
- ▌ Managing Diabetes Mellitus · casemarkStructures diabetes management with ADA standards including A1c targets, medication algorithms, and complication screening. Use when managing diabetes, adjusting insulin regimens, or tracking glycemic control.
- ▌ Managing Ectopic Pregnancy · casemarkGuides ectopic pregnancy evaluation with beta-hCG trending and management algorithms. Use when evaluating ectopic pregnancy, trending beta-hCG, or managing ectopic treatment decisions.
- ▌ Managing Emtala Compliance · casemarkEvaluates emergency department practices against EMTALA requirements with documentation checklists. Use when assessing EMTALA compliance, reviewing MSE requirements, or documenting transfer obligations.
- ▌ Managing Failure To Thrive · casemarkStructures FTT evaluation with growth curve analysis, caloric calculations, and workup algorithms. Use when evaluating poor growth, calculating caloric needs, or managing failure to thrive.
- ▌ Managing Hospital Handoffs · casemarkCreates structured handoff communications using I-PASS methodology for shift transitions. Use when performing sign-outs, creating handoff documents, or transitioning patient care between providers.
- ▌ Managing Infection Control · casemarkImplements infection prevention protocols with isolation precautions and surveillance documentation. Use when managing infection control, implementing isolation, or documenting infection prevention.
- ▌ Managing Jaundice Neonatal · casemarkApplies AAP hyperbilirubinemia guidelines with phototherapy thresholds and Bhutani nomogram. Use when managing neonatal jaundice, interpreting bilirubin levels, or determining phototherapy need.
- ▌ Managing Nutrition Support · casemarkAssesses nutritional status and coordinates enteral/parenteral nutrition protocols. Use when evaluating nutritional needs, initiating feeding protocols, or managing TPN orders.
- ▌ Managing Observation Stays · casemarkTracks observation status criteria, time-based requirements, and conversion-to-inpatient triggers. Use when managing observation patients, determining inpatient conversion, or documenting observation criteria.
- ▌ Managing Pandemic Response · casemarkStructures pandemic response planning with surge capacity, resource allocation, and communication protocols. Use when planning pandemic response, managing surge operations, or coordinating emergency health responses.
- ▌ Managing Patient Education · casemarkStructures patient/family education with teach-back verification and health literacy assessment. Use when providing patient education, documenting teaching, or assessing learning comprehension.
- ▌ Managing Quality Reporting · casemarkStructures CMS quality reporting (MIPS, HEDIS, CQMs) with measure specification and data validation. Use when reporting quality measures, managing MIPS submissions, or validating quality data.
- ▌ Managing Survivorship Care · casemarkCreates survivorship care plans with surveillance schedules, late effects monitoring, and wellness recommendations. Use when creating survivorship plans, scheduling cancer surveillance, or documenting long-term follow-up.
- ▌ Managing Thyroid Disorders · casemarkGuides thyroid evaluation with TSH interpretation, medication titration, and nodule workup protocols. Use when managing hypothyroidism, evaluating thyroid nodules, or adjusting levothyroxine.
- ▌ Managing Vaccine Schedules · casemarkApplies CDC immunization schedules with catch-up protocols and contraindication screening. Use when managing vaccinations, creating catch-up schedules, or documenting immunization decisions.
- ▌ Analyzing Fiscal Policy · casemarkEvaluates government fiscal policy with budget impact, multiplier effects, and deficit/debt trajectory analysis. Use when analyzing fiscal policy, evaluating budget proposals, or assessing government spending impact.
- ▌ Analyzing Labor Markets · casemarkStructures employment data analysis with payroll, wage, and participation rate interpretation. Use when analyzing employment, interpreting jobs data, or assessing labor market conditions.
- ▌ Analyzing Loss Reserves · casemarkEvaluates loss reserve adequacy with development triangle analysis and actuarial methods. Use when analyzing reserves, interpreting loss triangles, or assessing reserve adequacy.
- ▌ Analyzing Payment Flows · casemarkStructures payment system analysis with transaction flow mapping, interchange economics, and settlement timing. Use when analyzing payment systems, mapping transaction flows, or understanding interchange.
- ▌ Analyzing Sector Theses · casemarkDevelops investment sector theses with market mapping, trend analysis, and opportunity identification. Use when building sector strategies, mapping target markets, or identifying investment themes.
- ▌ Analyzing Social Impact · casemarkStructures social impact measurement with theory of change, outcome metrics, and stakeholder analysis. Use when measuring social impact, designing impact metrics, or evaluating social outcomes.
- ▌ Analyzing Synergy Cases · casemarkStructures revenue and cost synergy analysis with build-up methodology and realization timing. Use when estimating synergies, modeling cost savings, or analyzing revenue enhancement opportunities.
- ▌ Evaluating Social Bonds · casemarkStructures social bond analysis with eligible population targeting, impact metrics, and SBP alignment. Use when evaluating social bonds, assessing social bond frameworks, or measuring social outcomes.
- ▌ Managing Deal Processes · casemarkStructures M&A process management with timeline tracking, bid analysis, and negotiation documentation. Use when managing sell-side auctions, tracking bid processes, or coordinating deal timelines.
- ▌ Managing Fund Reporting · casemarkStructures LP fund reporting with NAV calculation, performance attribution, and portfolio updates. Use when preparing LP reports, calculating fund performance, or creating quarterly updates.
- ▌ Managing Internal Audit · casemarkStructures internal audit planning and execution with risk assessment, testing, and findings documentation. Use when planning internal audits, conducting audit testing, or documenting audit findings.
- ▌ Managing Liquidity Risk · casemarkStructures liquidity risk management with cash flow projections, stress testing, and contingency planning. Use when managing liquidity risk, projecting cash needs, or developing liquidity contingency plans.
- ▌ Managing Risk Reporting · casemarkStructures risk reporting dashboards with limit utilization, risk metric trends, and exception documentation. Use when creating risk reports, designing risk dashboards, or documenting risk positions.
- ▌ Managing Sox Compliance · casemarkStructures SOX compliance with control documentation, testing, and deficiency evaluation. Use when managing SOX compliance, testing internal controls, or evaluating control deficiencies.
- ▌ Alta Settlement Statement · casemarkDrafts a mathematically balanced ALTA Settlement Statement for U.S. real estate closings, allocating debits and credits between buyer and seller with prorations, payoffs, lender fees, title charges, and transfer taxes. Enforces balance verification (seller credits minus debits equals cash to seller; buyer debits minus credits equals cash from buyer) and cross-references title commitment, loan documents, and purchase agreement. Use when preparing closing financials, settlement statements, HUD-equivalent documents, or real estate closing allocations.
- ▌ Amicus Interest Statement · casemarkDrafts the "Interest of Amicus Curiae" section of an amicus brief. Establishes institutional credibility, tethers the amicus's interest to the specific legal question, articulates non-party impacts, and embeds disclosure guardrails under FRAP 29 and Supreme Court Rule 37. Trigger when drafting amicus briefs, friend-of-the-court filings, interest statements, amicus disclosures, or when the user asks why an organization belongs in a case.
- ▌ API Acceptable Use Policy · casemarkDrafts a standalone API Acceptable Use Policy (AUP) for incorporation by reference into a master API license or terms-of-service agreement. Produces a publication-ready template with prohibited-use matrix, developer security checklist, graduated enforcement framework, AI/ML training restrictions, and versioning playbook. Trigger when a user needs to draft or update an API AUP, separate behavioral rules from core API terms, define prohibited API uses, add enforcement or change-management mechanics, or mentions acceptable use policy, developer security requirements, or API enforcement.
- ▌ Articles Of Incorporation · casemarkDrafts jurisdiction-compliant U.S. Articles of Incorporation for corporate entity formation. Analyzes formation documents, term sheets, and cap tables to produce a filing-ready charter with name, purpose, capital structure, registered agent, and governance provisions. Use when forming a new corporation, drafting a charter document, or structuring equity for venture-backed or closely held companies.
- ▌ Asset Liability Summaries · casemarkProduces structured asset and liability summaries from financial documents for legal proceedings. Extracts valuations, ownership classifications, and encumbrances, then outputs net-worth overview, categorized schedules, disputed items, and documentation gaps. Use when preparing financial summaries for divorce/dissolution, estate planning, bankruptcy, business valuation, or settlement negotiations. Trigger on: net worth summary, marital estate, balance sheet, asset schedule, liability schedule, community/separate property.
- ▌ Bankruptcy Proof Of Claim · casemarkDrafts filing-ready proofs of claim for U.S. bankruptcy proceedings using Official Form B 410 under FRBP 3001. Handles secured, unsecured priority, and general unsecured claims with proper valuation, documentation, and bar date compliance. Use when a creditor needs to file or amend a proof of claim in a bankruptcy case.
- ▌ Breach Purchase Complaint · casemarkDrafts a state-court complaint for breach of a real property purchase agreement. Triggers when the user needs to initiate a lawsuit for breach of a real estate purchase contract, purchase agreement breach, or buyer/seller contract dispute. Covers caption, jurisdiction/venue, party allegations, chronological facts, contract elements, damages, and prayer for relief.