CaseMark
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- ▌ Ca Discovery Verification · casemarkDrafts California Superior Court discovery verification pages under CCP §§ 2030.250 and 2031.250 with proper CCP § 2015.5 perjury declarations. Trigger when the user needs a verification page for interrogatory or inspection/RPD responses, mentions California discovery verification, party vs. attorney signing, information-and-belief clauses, or fixing unverified responses. CA Superior Court only — not federal.
- ▌ Certificate Of Incumbency · casemarkDrafts a Certificate of Incumbency certifying current officers, directors, and signing authority for a U.S. corporation. Covers exact legal name matching, incumbency tables with specimen signatures, board resolution certification, authority limitations, reliance language, and execution formalities. Use when banks, lenders, investors, or counterparties require verification of corporate authority for closings, financings, or transactions.
- ▌ Charity Filing Thresholds · casemarkResearches state-specific charitable solicitation filing requirements keyed to gross revenue, producing a citation-backed state-by-state compliance matrix of audit thresholds, financial-statement tiers, filing fees, and due dates. Use when building charity compliance matrices, researching nonprofit filing thresholds, charitable solicitation registration renewals, comparing state audit requirements for 501(c)(3) organizations, or when the user mentions audit threshold, review threshold, compilation requirement, charity filing deadline, or multi-state nonprofit compliance.
- ▌ Class Certification Order · casemarkDrafts a federal or state court order certifying a class action under Rule 23. Triggers when formalizing class certification after a granted motion, drafting certification orders, or preparing rulings for appellate review. Covers Rule 23(a) findings, Rule 23(b) analysis, class definition, counsel appointment under Rule 23(g), and notice provisions.
- ▌ Commission Plan Agreement · casemarkDrafts U.S. commission plan agreements establishing compensation terms for agents, salespeople, or affiliates. Covers flat/tiered/hybrid structures, payment mechanics, clawbacks, territory definitions, termination effects, independent contractor classification, and restrictive covenants. Use when drafting or negotiating commission-based compensation in employment, consulting, or affiliate contexts.
- ▌ Confidentiality Agreement · casemarkDrafts corporate NDAs and confidentiality agreements for M&A, due diligence, partnerships, JVs, and licensing negotiations. Handles mutual vs. unilateral structuring, CI definitions and exclusions, compelled-disclosure procedures, standstill and non-solicit provisions, return/destroy obligations, and equitable relief. Use when initiating any pre-deal evaluation or sensitive business discussion requiring enforceable confidentiality protections.
- ▌ Construction Case Summary · casemarkProduces structured U.S. construction law case summaries with timelines, holdings, damages, and risk takeaways. Triggers on construction case summaries, defect analyses, payment dispute summaries, bond or mechanic's lien reviews, OSHA violation briefs, or construction precedent digests.
- ▌ Contract Dispute Analysis · casemarkProduces a structured contract dispute analysis for U.S. commercial litigation. Use when asked to evaluate breach claims, assess merits, prepare for mediation, or develop settlement strategy. Trigger: contract dispute, breach analysis, commercial litigation report, merits assessment, damages analysis, settlement evaluation.
- ▌ Court Document Formatting · casemarkBuilds a filing-ready formatting blueprint for U.S. litigation pleadings, motions, and briefs by applying caption, spacing, pagination, certificate, and e-filing requirements with court-specific local-rule overrides. Use when preparing court documents, checking filing compliance, generating exhibit packages, or converting drafts for e-filing. Triggers: court filing format, caption, page limits, line numbers, service certificate, PDF/A, local rules, judge instructions.
- ▌ Cultural Heritage Summary · casemarkProduces structured, citation-ready summaries of legal developments in cultural heritage protection covering repatriation, site protection, illicit trafficking, and treaty updates. Use when tracking heritage law, preparing government or NGO briefings, or summarizing international and national decisions. Trigger keywords include cultural heritage, repatriation, restitution, UNESCO 1970, Hague Convention 1954, UNIDROIT 1995, illicit trafficking, underwater heritage, and intangible heritage.
- ▌ Customs Power Of Attorney · casemarkDrafts a U.S. Customs Power of Attorney authorizing a licensed customs broker to transact customs business on behalf of an importer or exporter under 19 CFR Part 141. Covers grant of authority, scope, limitations, revocation, and execution requirements. Trigger keywords: "customs power of attorney", "customs POA", "broker authorization", "CBP power of attorney", "customs broker agency", "19 CFR 141", "entry filing authority".
- ▌ Digital Media Law Summary · casemarkGenerates Bluebook-cited summaries of digital media law across copyright/IP, privacy/data protection, and content liability pillars. Trigger when tracking digital media law developments, advising platforms or creators, preparing regulatory updates, or researching Section 230, DMCA, GDPR/CCPA, or online speech frameworks.
- ▌ Document Retention Policy · casemarkDrafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and litigation hold procedures. Use when creating retention policies, records management governance, document destruction schedules, or compliance frameworks for 501(c)(3) and other tax-exempt entities.
- ▌ Ediscovery Review Summary · casemarkProduces an internal U.S. litigation e-discovery status summary covering ESI collection, processing, search-term hits, review throughput, relevance and privilege rates, and completion forecasts. Triggers when the user requests an e-discovery status report, collection log summary, processing report, review statistics, coding report, search-term results, or privilege review summary.
- ▌ Expert Omissions Analysis · casemarkAnalyzes expert witness reports against complete medical record sets to identify omissions, bias patterns, and methodology gaps. Generates impeachment-ready reports with pin-cited findings and strategic recommendations. Triggers when the user needs to review opposing expert reports, prepare cross-examination, support Daubert/Frye motions, or retain rebuttal experts in personal injury or medical malpractice litigation.
- ▌ Expert Witness Deposition · casemarkDrafts litigation-ready expert witness deposition workflows for U.S. federal and state matters, covering preparation, examination, and defense strategy. Use when handling expert depositions, Daubert or Frye admissibility issues, Rule 26(a)(2) or 26(b)(4) disclosures, qualification and methodology challenges, bias and compensation probing, prior testimony impeachment, or work-product objections.
- ▌ Final Settlement Approval · casemarkDrafts a Motion for Final Approval of Class Action Settlement under FRCP 23(e) or state equivalents, covering fairness analysis, notice compliance, fee requests, and supporting declarations. Use when seeking final court endorsement after preliminary approval, preparing for a Rule 23(e) fairness hearing, or drafting a settlement approval motion.
- ▌ Human Rights Case Summary · casemarkProduces structured, citation-ready summaries of human rights decisions. Trigger when the user requests a human rights case summary, tribunal decision summary, or analysis involving ICCPR, ICESCR, ICERD, CAT, CRC, ACHR, ECHR, African Charter, UN treaty body views, or regional human rights court rulings.
- ▌ Initial Board Resolutions · casemarkDrafts initial board resolutions (organizational meeting minutes) for newly formed U.S. corporations. Covers bylaw adoption, officer elections, banking, stock issuance, IP assignment, tax elections, and corporate formalities. Use when forming a corporation and establishing governance records for banks, investors, or regulators.
- ▌ Insurance Claim Summaries · casemarkGenerates structured summaries of U.S. insurance claim files covering identification, incident narrative, party positions, coverage analysis, and resolution status. Use when synthesizing claim files for adjusters, legal counsel, or claims managers during pre-filing review, discovery, or settlement preparation. Trigger keywords: claim summary, insurance claim, coverage summary, adjuster summary, coverage denial, reservation of rights.
- ▌ Interconnection Agreement · casemarkDrafts U.S. telecommunications Interconnection Agreements (ICAs) under 47 U.S.C. §§ 251-252 and FCC Part 51, covering POIs, traffic classification, reciprocal compensation, access charges, LNP, E911, signaling, and dispute resolution. Use when drafting or revising an ICA, negotiating Section 251/252 terms, defining POI/transport arrangements, structuring ILEC/CLEC or VoIP interconnection, or preparing state PUC filings.
- ▌ Joint Operating Agreement · casemarkDrafts U.S. Joint Operating Agreements (JOA) for oil and gas exploration, development, and production. Covers party structure, operator authority, AFE workflow, cost allocation, billing and audit rights, title and lien protections, default remedies, and governing-law provisions. Use when drafting, negotiating, or finalizing a JOA, joint account agreement, non-consent election, operator designation, participating interest schedule, or memorandum of operating agreement.
- ▌ License Agreement Summary · casemarkProduces a structured U.S. IP license agreement summary covering parties, grant scope, exclusivity, territory, financial terms, restrictions, IP management, risk allocation, and termination. Use when summarizing IP license agreements, extracting deal terms, or flagging licensing risks. Trigger keywords: license agreement, IP license, royalty, exclusivity, field of use, sublicense, audit, termination.
- ▌ Medical Record Chronology · casemark bundleCreates verified, Bates-cited chronological summaries of medical records for litigation. Extracts treatment timelines, providers, diagnoses, procedures, medications, and causation evidence with every clinical fact traceable to a specific Bates range. Identifies gaps, inconsistencies, pre-existing conditions, and records needing follow-up. Flags unverifiable claims rather than dropping them. Use this skill whenever the user asks for a medical chronology, medical summary, treatment timeline, or records review in a personal injury, medical malpractice, workers comp, or disability case, and any time medical records are produced for analysis, even if the user does not say the word 'chronology'.
- ▌ Medical Treatment Summary · casemarkGenerates litigation-ready narrative medical treatment summaries for personal injury cases. Triggers when summarizing medical records, preparing demand packages, drafting treatment narratives, or building medical damages presentations for settlement or trial.
- ▌ Notice Of Appeal Criminal · casemarkDrafts Notices of Appeal for criminal matters with strict compliance to FRAP 4(b) deadlines, jurisdictional statements, transcript requests, and service requirements. Use when filing a criminal appeal, initiating appellate review after conviction or sentencing, or preparing post-trial appellate filings.
- ▌ Parking License Agreement · casemarkDrafts a revocable Parking License Agreement for commercial office tenancies that avoids creating a lease, easement, or bailment. Trigger when user needs parking licenses, parking privileges, parking access agreements, or ancillary parking documents tied to commercial leases.
- ▌ Pet Custody Best Interest · casemarkProduces a jurisdiction-aware best-interests analysis for companion animal disputes in domestic dissolutions. Classifies the governing framework (well-being statute, hybrid equitable, or pure property), builds distinct ownership/caregiving/control evidentiary threads, applies welfare factors with adversarial awareness, and generates enforceable allocation recommendations. Use when drafting pet custody analyses, animal allocation memos, pet possession briefs, or when a user asks about dividing pets in a divorce, breakup, or cohabitation dissolution.
- ▌ Product Liability Summary · casemarkGenerates structured summaries of product liability cases covering liability theories, outcomes, and strategic implications. Use when summarizing defective product litigation, manufacturing or design defect claims, failure to warn cases, breach of warranty disputes, or personal injury product cases.
- ▌ Public Health Law Summary · casemarkGenerates structured, plain-language summaries of public health legislation and case law with Bluebook citations. Use when summarizing health statutes, vaccination mandates, emergency health powers, disease surveillance law, health equity legislation, or healthcare regulations for agencies, providers, or policy advisors.
- ▌ Stock Ledger Certificates · casemarkDrafts stock ledger and certificate packages for U.S. corporations, including master equity ledger, certificate templates, transfer procedures, and officer certification. Extracts capitalization data from formation documents. Use when forming a corporation, issuing initial shares, or establishing equity ownership records.
- ▌ Ucc Lien Release Evidence · casemarkDrafts an Evidence of UCC Lien Release documenting termination of a UCC-1 financing statement for U.S. transactional closings. Trigger when the user needs a UCC-3 termination certificate, secured-party release letter, payoff evidence, or clear-title closing deliverable. Keywords: "UCC-1", "UCC-3 termination", "lien release", "secured party release", "clear title", "payoff letter".
- ▌ Unclaimed Property Policy · casemarkDrafts an enterprise Escheatment and Unclaimed Property Policy covering property identification, dormancy matrices, due diligence notices, NAUPA-format reporting, remittance, recordkeeping, and audit preparedness across all US state jurisdictions. Use when establishing or updating an unclaimed property compliance framework, preparing for state audits, or evaluating voluntary disclosure programs.
- ▌ Assessing Drug Interactions · casemarkIdentifies clinically significant drug-drug, drug-food, and drug-disease interactions with severity grading and management recommendations. Use when checking drug interactions, evaluating polypharmacy risks, or managing medication combinations.
- ▌ Creating Nursing Care Plans · casemarkDevelops NANDA-I nursing care plans with nursing diagnoses, outcomes (NOC), and interventions (NIC). Use when creating care plans, selecting nursing diagnoses, or planning nursing interventions.
- ▌ Documenting Cancer Registry · casemarkAbstracts cancer cases for registry submission with required data elements and coding standards. Use when abstracting cancer cases, coding registry data, or documenting cancer reporting.
- ▌ Documenting Procedure Notes · casemarkCreates structured procedure documentation with indications, technique, findings, and complications. Use when documenting inpatient procedures, recording procedural details, or writing procedure notes.
- ▌ Interpreting Emergency Ecgs · casemarkAnalyzes 12-lead ECGs for acute findings requiring emergent intervention. Use when reading emergency ECGs, identifying STEMI patterns, or flagging critical arrhythmias.
- ▌ Interpreting Neuroradiology · casemarkStructures brain and spine imaging interpretation with stroke, mass, and degenerative disease assessment. Use when reading neuroimaging, evaluating stroke imaging, or documenting intracranial findings.
- ▌ Managing Airway Emergencies · casemarkFollows difficult airway algorithm with RSI protocols and backup airway planning. Use when managing difficult airways, planning rapid sequence intubation, or documenting airway management.
- ▌ Managing Billing Compliance · casemarkStructures billing compliance programs with audit methodology and corrective action protocols. Use when auditing billing practices, managing compliance programs, or implementing corrective actions.
- ▌ Managing Contrast Reactions · casemarkGuides contrast reaction grading, treatment, and premedication protocols for future studies. Use when managing contrast reactions, planning premedication, or documenting adverse contrast events.
- ▌ Managing Dental Emergencies · casemarkGuides emergency dental assessment with triage protocols and immediate management documentation. Use when managing dental emergencies, triaging urgent dental conditions, or documenting emergency dental care.
- ▌ Managing Labor And Delivery · casemarkStructures labor documentation with cervical change tracking, partogram management, and delivery summary. Use when managing labor progress, documenting cervical exams, or creating delivery summaries.
- ▌ Managing Oral Surgery Cases · casemarkStructures oral surgery documentation with extraction complexity assessment and complication management. Use when documenting extractions, assessing surgical complexity, or managing oral surgery complications.
- ▌ Managing Pediatric Diabetes · casemarkGuides type 1 diabetes management in children with insulin adjustment algorithms and school plans. Use when managing pediatric T1DM, adjusting insulin doses, or creating diabetes school plans.
- ▌ Managing Pediatric Seizures · casemarkStructures seizure evaluation with EEG interpretation and anticonvulsant selection for pediatric populations. Use when evaluating pediatric seizures, interpreting pediatric EEGs, or selecting anticonvulsants for children.
- ▌ Managing Postoperative Pain · casemarkStructures multimodal pain management with ERAS protocols and opioid stewardship documentation. Use when managing post-surgical pain, implementing ERAS pathways, or tracking opioid use.
- ▌ Managing Specimen Integrity · casemarkEvaluates specimen adequacy and rejection criteria with pre-analytical quality documentation. Use when assessing specimen quality, documenting rejection reasons, or managing pre-analytical errors.
- ▌ Managing Trauma Assessments · casemarkConducts structured primary and secondary trauma surveys following ATLS methodology. Use when assessing trauma patients, documenting trauma workups, or coordinating trauma team activations.
- ▌ Reporting Chest Radiographs · casemarkStructures systematic chest X-ray interpretation with standardized reporting and critical findings communication. Use when reading chest X-rays, creating radiology reports, or documenting CXR findings.
- ▌ Reviewing Medication Safety · casemarkIdentifies high-alert medication risks with ISMP guidelines and safety barriers. Use when reviewing high-risk medications, implementing safety checks, or preventing medication errors.
- ▌ Reviewing Prior Comparisons · casemarkStructures comparison with prior imaging studies to identify interval changes and trends. Use when comparing imaging studies, identifying interval changes, or tracking disease progression.
- ▌ Screening Adolescent Health · casemarkStructures adolescent well-visit with HEEADSSS assessment and confidential health screening. Use when conducting adolescent visits, performing HEEADSSS screening, or managing teen health concerns.
- ▌ Screening Preventive Health · casemarkApplies USPSTF screening recommendations by age, sex, and risk factors. Use when ordering preventive screenings, creating screening schedules, or applying evidence-based prevention guidelines.
- ▌ Summarizing Discharge Notes · casemark bundleTransforms hospital discharge paperwork into structured patient summaries with medications, follow-up appointments, activity restrictions, and warning signs. Use when processing discharge documents, creating patient handoffs, or preparing transition-of-care summaries.
- ▌ Tracking Treatment Response · casemarkMonitors treatment response using imaging criteria, biomarkers, and clinical assessment with documentation. Use when assessing treatment response, documenting disease status, or tracking progression.
- ▌ Managing Deal Data Rooms · casemarkOrganizes virtual data room structure with document indexing, access permissions, activity tracking, and Q&A management. Use when setting up VDRs, managing document production, or tracking buyer diligence activity.
- ▌ Modeling Xva Adjustments · casemarkCalculates comprehensive XVA including CVA, DVA, FVA, KVA, and MVA with portfolio-level analysis and hedging strategies. Use when computing XVA, modeling valuation adjustments, or analyzing funding costs.
- ▌ Analyzing Credit Ratings · casemarkInterprets and anticipates credit rating actions with methodology analysis and surveillance monitoring. Use when analyzing credit ratings, predicting rating changes, or understanding rating methodology.
- ▌ Analyzing Exotic Options · casemarkStructures exotic option analysis with barrier, Asian, lookback, and digital option pricing methodologies. Use when pricing exotic options, modeling path-dependent payoffs, or analyzing exotic structures.
- ▌ Analyzing Fx Derivatives · casemarkStructures FX option and forward pricing with cross-currency basis analysis and volatility assessment. Use when pricing FX derivatives, analyzing currency options, or evaluating cross-currency basis.
- ▌ Analyzing Liquidity Risk · casemarkAssesses portfolio liquidity with redemption stress testing and market impact estimation. Use when analyzing liquidity risk, stress testing redemptions, or evaluating market impact.
- ▌ Analyzing Neobank Models · casemarkStructures neobank business analysis with customer economics, funding structure, and growth sustainability. Use when analyzing neobanks, evaluating digital bank models, or assessing challenger bank viability.
- ▌ Analyzing Revenue Trends · casemarkStructures revenue analysis with growth decomposition, cohort analysis, and leading indicator tracking. Use when analyzing revenue, decomposing growth drivers, or tracking revenue leading indicators.
- ▌ Analyzing Short Interest · casemarkMonitors short interest dynamics with days-to-cover calculations and squeeze risk assessment. Use when tracking short interest, analyzing borrowing costs, or assessing short squeeze risk.
- ▌ Analyzing Sovereign Debt · casemarkEvaluates sovereign credit with fiscal analysis, external vulnerability, and political risk assessment. Use when analyzing sovereign bonds, assessing country risk, or evaluating government creditworthiness.
- ▌ Analyzing Unit Economics · casemarkStructures unit economic analysis with CAC, LTV, payback period, and cohort-based measurement. Use when analyzing unit economics, calculating LTV/CAC, or evaluating customer economics.
- ▌ Analyzing Variance Swaps · casemarkStructures variance and volatility swap pricing with realized/implied vol analysis and hedging. Use when pricing variance swaps, analyzing vol risk premium, or hedging volatility exposure.
- ▌ Creating Financial Plans · casemarkStructures comprehensive financial plans with cash flow projection, goal analysis, and strategy integration. Use when building financial plans, projecting retirement needs, or creating comprehensive wealth strategies.
- ▌ Managing Claims Analysis · casemarkStructures claims data analysis with severity/frequency trending, case reserve monitoring, and litigation management. Use when analyzing claims data, trending claim frequency, or monitoring claim severity.
- ▌ Managing Dividend Policy · casemarkEvaluates dividend policy options with payout ratio analysis, sustainability assessment, and shareholder return comparison. Use when setting dividend policy, analyzing payout sustainability, or comparing return alternatives.
- ▌ Managing Estate Planning · casemarkStructures estate plan analysis with trust review, tax efficiency, and legacy documentation. Use when analyzing estate plans, reviewing trust structures, or planning wealth transfer.
- ▌ Managing Fund Accounting · casemarkStructures fund accounting processes with trade recording, income allocation, and financial statement preparation. Use when managing fund books, recording investment transactions, or preparing fund financials.
- ▌ Managing Risk Governance · casemarkStructures risk governance frameworks with committee charters, escalation protocols, and reporting cadences. Use when designing risk governance, structuring risk committees, or documenting governance frameworks.
- ▌ Managing Tax Controversy · casemarkStructures tax controversy management with audit defense, protest, and appeals documentation. Use when managing tax audits, preparing protest letters, or documenting audit defense positions.
- ▌ Managing Transfer Agency · casemarkStructures transfer agency operations with shareholder servicing, registration, and distribution management. Use when managing transfer agency, processing shareholder transactions, or maintaining shareholder records.
- ▌ Managing Pediatric Fever · casemarkGuides age-stratified fever evaluation with Rochester, Philadelphia, and step-by-step protocols. Use when evaluating febrile infants, applying fever protocols, or managing pediatric fever workup.
- ▌ Managing Postpartum Care · casemarkStructures postpartum assessment with hemorrhage risk, lactation support, and mood screening. Use when managing postpartum recovery, screening for PPD, or documenting postpartum visits.
- ▌ Measuring Tumor Response · casemarkApplies RECIST 1.1 and iRECIST criteria for tumor measurement and treatment response assessment. Use when measuring tumor response, applying RECIST criteria, or documenting treatment effects.
- ▌ Staging Cancer Diagnoses · casemarkApplies AJCC 8th edition TNM staging with pathologic and clinical stage documentation. Use when staging cancers, applying TNM classifications, or documenting cancer stage.
- ▌ Writing Admission Orders · casemarkGenerates structured admission order sets with diagnosis-specific protocols and safety checks. Use when admitting patients, creating admission orders, or setting up inpatient care plans.
- ▌ Assessing Credit Risk · casemarkEvaluates borrower creditworthiness using financial analysis, industry assessment, and qualitative factors with structured credit opinions. Use when assessing credit risk, writing credit opinions, or evaluating borrower quality.
- ▌ Drafting Credit Memos · casemarkCreates structured credit memos with borrower analysis, risk assessment, and recommendation justification. Use when writing credit memos, documenting credit decisions, or presenting credit recommendations.
- ▌ Managing Climate Risk · casemarkStructures climate risk assessment with physical and transition risk analysis and scenario modeling. Use when assessing climate risk, modeling transition scenarios, or evaluating environmental exposure.
- ▌ Managing Proxy Voting · casemarkStructures proxy voting processes with policy application, vote execution, and disclosure requirements. Use when managing proxy votes, applying voting policies, or documenting vote rationale.
- ▌ Animal Law Case Summary · casemarkProduces litigation-grade case summaries for animal law disputes including cruelty/neglect prosecutions, ownership/custody, dangerous animal designations, veterinary malpractice, and service/assistance animal accommodations. Builds exhibit-cited factual timelines, maps evidence to statutory elements, evaluates expert evidence, and assesses remedies with jurisdiction-specific legal research. Use when summarizing animal law cases, analyzing animal cruelty charges, pet custody disputes, dangerous dog hearings, veterinary malpractice claims, or assistance animal accommodation matters. Also trigger for animal forfeiture, bite liability, wildlife possession, or animal-related court filings.
- ▌ API Constraints Exhibit · casemarkExtracts technical API constraints from OpenAPI/Swagger specs and developer docs into a contract-ready API Access & Constraints Schedule with source traceability, risk flags, and change-control language. Use when drafting legal exhibits or schedules covering API access scope, rate limits, authentication, data fields, or deprecation terms for MSAs, SOWs, or order forms.
- ▌ Appeal Document Summary · casemarkProduces structured U.S. appellate document summaries mapping procedural posture, issues on appeal, standards of review, and competing arguments into memo-ready format. Use when summarizing appellate briefs, notices of appeal, records on appeal, or preparing for oral argument. Triggers: appeal, appellate, notice of appeal, standard of review, cross-appeal, appellate brief intake, record on appeal synthesis.
- ▌ Appellee Response Brief · casemarkDrafts appellee response briefs for federal and state appellate courts, exploiting standards of review and record evidence to defend trial court decisions. Trigger when the user needs to respond to an appellant's opening brief or defend a favorable lower court ruling on appeal.
- ▌ Articles Of Dissolution · casemarkDrafts Articles of Dissolution (Certificate of Dissolution) for U.S. corporations to terminate legal existence via state filing. Reviews articles of incorporation, bylaws, board resolutions, and shareholder consents for jurisdiction-specific compliance. Use when preparing dissolution filings, terminating a corporation, or drafting dissolution certificates for Secretary of State submission.
- ▌ Bank Account Resolution · casemarkDrafts U.S. corporate board resolutions authorizing bank account opening, signatory designation, transaction limits, and related banking documents with ratification, supersession, and secretary certification language. Use when preparing board resolutions, written consents, bank account opening packets, signatory authority letters, or banking authorization documents. Trigger keywords: bank account resolution, banking resolution, board consent, signatory authority, account opening, ACH, wire, signature card.
- ▌ Bill Of Costs On Appeal · casemarkDrafts a verified U.S. appellate Bill of Costs itemizing taxable costs under FRAP 39 or state analogs. Trigger when the user needs to prepare, file, or tax appellate costs after judgment, or references FRAP 39, bill of costs on appeal, or appellate cost taxation.
- ▌ Board Committee Charter · casemarkDrafts board committee charters for Audit and Compensation Committees tailored to public/private status, exchange listing (NYSE/NASDAQ), and governance requirements. Covers composition, independence, authority, meeting procedures, and reporting. Use when creating or updating audit committee charters, compensation committee charters, or corporate oversight committee formations.
- ▌ C Tpat Security Profile · casemarkDrafts a U.S. C-TPAT Security Profile for CBP submission covering physical, personnel, procedural, conveyance, and IT security domains. Use when preparing C-TPAT enrollment, certification, validation, or recertification profiles, or assembling a CBP-ready security narrative. Trigger: C-TPAT, CBP security profile, supply chain security, trusted trader, customs validation.
- ▌ Child Support Worksheet · casemarkDrafts a child support guidelines worksheet by extracting financial data, applying jurisdiction-specific guideline models, and calculating obligations. Triggers when preparing child support calculations, modification filings, or guideline worksheets for court submission.
- ▌ Class Action Claim Form · casemarkDrafts official class action claim forms balancing plain-language accessibility with FRCP 23 enforceability. Trigger when creating settlement claim forms, proof-of-claim documents, or class member claim submissions.
- ▌ Class Action Settlement · casemarkDrafts class action settlement agreements for court approval under FRCP 23(e), covering settlement fund terms, class definitions, release provisions, allocation plans, claims administration, notice programs, opt-out procedures, and fee structures. Use when drafting class action settlements, settlement agreements requiring judicial approval, or FRCP 23(e) fairness submissions.
- ▌ Client Advisory Summary · casemarkProduces client-ready U.S. regulatory advisory summaries translating legal developments into actionable impacts with effective-date tracking and Bluebook citations. Trigger when the user requests a client advisory, regulatory update, compliance memo, law-change summary, or industry alert.
- ▌ Consumer Loan Agreement · casemarkDrafts a TILA-compliant U.S. consumer loan agreement with Regulation Z federal disclosure box, APR/finance charge calculations, payment schedules, default provisions, and required consumer notices. Applies 15 U.S.C. § 1601 et seq. and 12 CFR Part 1026. Use when drafting consumer installment loan agreements, personal loan contracts, or any consumer credit transaction requiring federal disclosure compliance.