CaseMark
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- ▌ Contract Dispute Report · casemarkGenerates a structured litigation analysis report for US commercial contract disputes, covering breach theories, defenses, remedies, and settlement posture. Use when counsel needs a pre-filing, pre-trial, or settlement-stage assessment of merits, evidence strength, and exposure. Trigger on: contract dispute, breach analysis, settlement strategy, demand letter prep, discovery planning, arbitration election, pre-filing evaluation.
- ▌ Counterclaim Crossclaim · casemarkDrafts court-ready counterclaims and crossclaims for commercial litigation. Analyzes case documents, classifies compulsory vs. permissive counterclaims, ensures procedural compliance with federal/state rules, and structures causes of action with proper element pleading. Use when a defendant must assert affirmative claims against the plaintiff or crossclaims against co-defendants during pleadings.
- ▌ Depo Outline Hr Manager · casemarkGenerates a strategically sequenced deposition outline for examining a defendant's HR Manager in employment litigation, covering witness background, policy compliance, employment history, termination pretext testing, document authentication, and comparator analysis. Use when preparing HR manager deposition, employment discrimination discovery, wrongful termination deposition prep, or structuring employment case examination.
- ▌ Deposition Apex Witness · casemarkGuides strategy for apex witness depositions of C-suite executives and senior government officials. Covers asserting and overcoming the apex doctrine on both plaintiff and defense sides. Drafts motions to compel, protective orders, objection letters, examination outlines, and witness prep plans. Use when seeking or defending a deposition of a CEO, CFO, board member, agency head, or other apex witness.
- ▌ Deposition Errata Sheet · casemarkGuides the FRCP 30(e) errata sheet process — submitting corrections for your witness and challenging improper opposing corrections. Covers change permissibility, jurisdictional splits, errata formatting, motions to strike, and impeachment use. Use when reviewing a deposition transcript for corrections, responding to an opposing errata sheet, or preparing cross-examination on changed testimony.
- ▌ Discovery Summarization · casemarkSummarizes discovery documents (interrogatories, RFPs, RFAs, depositions, privilege logs) into structured attorney-ready memoranda. Triggers when the user needs to summarize discovery materials, identify key admissions, spot response gaps, cross-reference answers, or prepare a discovery status report.
- ▌ Due Diligence Checklist · casemarkDrafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure, financials, tax, contracts, IP, litigation, employment, benefits, insurance, and environmental compliance. Surfaces change-of-control triggers, consent requirements, and red flags. Use when preparing for deal closing, board presentations, or investor disclosure.
- ▌ Eeoc Position Statement · casemarkDrafts employer Position Statements responding to EEOC charges of discrimination. Builds a factual, strategically favorable narrative from charge documents, personnel files, policies, and comparator evidence. Covers Title VII, ADA, ADEA claims including disparate treatment, harassment, and retaliation defenses. Use when responding to an EEOC charge, drafting a position statement, defending against employment discrimination allegations, or preparing an agency investigation response.
- ▌ Enterprise API Addendum · casemarkNegotiates bespoke enterprise API addenda that override standard click-wrap terms for high-value partners. Covers document precedence, indemnification and liability caps, SLA/service-credit design, exclusivity, API versioning governance, data rights, and internal alignment. Triggers when user mentions enterprise API addendum, click-wrap override, API SLA negotiation, API indemnity, service credits, breaking-change governance, MFN clauses, or enterprise partner terms.
- ▌ Environmental Indemnity · casemarkDrafts Environmental Indemnity Agreements allocating contamination, remediation, and regulatory liabilities between indemnitor (borrower/owner) and indemnitee (lender/secured party) in CRE and lending transactions. Covers CERCLA, RCRA, state statutes, survival provisions, and enforcement mechanisms. Use when drafting environmental indemnities, contamination risk allocation, or lender environmental protections in acquisition or financing deals.
- ▌ Fairness Hearing Notice · casemarkDrafts FRCP 23(e)-compliant class action fairness hearing notices. Extracts settlement terms, class definition, deadlines, and court-mandated language from case documents to produce plain-language notices satisfying due process. Use when drafting settlement notices, fairness hearing notices, class action notice of proposed settlement, or CAFA notices.
- ▌ Fda Device Registration · casemarkDrafts FDA Establishment Registration and Device Listing documents compliant with 21 CFR Part 807. Structures filings with establishment details, owner/operator information, device inventories, compliance certifications, and signature blocks mirroring FDA Form 2830. Triggers on initial registrations, annual renewals, listing updates, or foreign establishment filings requiring US agent designations.
- ▌ Final Tax Return Filing · casemarkDrafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, liquidation items, schedule selection, and filing mechanics. Use when handling a "final return", "deceased taxpayer", "estate final 1040", "corporate dissolution filing", "short year return", or any closing-phase tax compliance task.
- ▌ Gas Gathering Agreement · casemarkDrafts a Gas Gathering Agreement for receipt, compression, dehydration, and transportation of natural gas from wellhead to delivery point. Enforces FERC compliance, AAPL form alignment, API/GPA measurement standards, and midstream risk allocation. Use when drafting or negotiating midstream gathering contracts, producer-gatherer agreements, dedicated acreage agreements, or gas transportation arrangements.
- ▌ Guardianship Nomination · casemarkDrafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state guardianship statutes and execution formalities, and produces a professionally formatted nomination designating primary and alternate guardians. Use when drafting guardian nominations, minor guardianship documents, parental nomination of guardians, or estate planning for children.
- ▌ Incident Report Summary · casemarkGenerates structured, litigation-ready summaries from police reports, crash reports, workplace incident reports, or investigative documents. Extracts parties, narratives, citations, witnesses, contributing factors, and visual documentation into a standardized format. Use when summarizing an incident report for case assessment, discovery planning, or liability evaluation; trigger keywords: police report, accident report, crash report, incident summary, report summary, investigative report.
- ▌ Initial Contact Summary · casemarkGenerates a structured initial contact summary memorandum from a potential client's first interaction with the firm. Captures case facts, liability indicators, damages, insurance details, and screening criteria. Use during client intake to support conflict checks, case evaluation, and engagement decisions.
- ▌ Intercreditor Agreement · casemarkDrafts a first lien/second lien intercreditor agreement governing creditor priority, enforcement rights, and payment waterfalls over shared collateral. Follows LSTA and ABA market-standard conventions. Use when drafting intercreditor agreements, lien subordination agreements, first lien/second lien arrangements, or creditor priority documents in loan and financing transactions.
- ▌ Labor Violation Summary · casemarkProduces structured summaries of labor law violation investigations with categorized findings, evidence citations, affected worker counts, and remedial recommendations. Covers wage/hour (FLSA), OSHA safety, and worker rights (NLRA) violations. Use when summarizing labor investigations, compliance audits, OSHA inspections, wage theft findings, or workplace safety enforcement actions.
- ▌ Last Will And Testament · casemarkDrafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardian appointments, specific or residuary distributions, contingency planning, or execution-ready attestation and self-proving packaging. Applies to keywords: last will, testament, probate, executor, guardian, residuary, revocation, no-contest, ademption, predeceased beneficiary, elective share.
- ▌ Lien Resolution Summary · casemarkGenerates a structured internal lien resolution summary for personal injury settlement cases. Triggers when resolving liens post-settlement, preparing settlement distribution statements, or auditing lien payoffs across health insurance subrogation, Medicare/Medicaid, hospital liens, workers' comp, and ERISA plans.
- ▌ Mining Land Use Summary · casemarkGenerates structured legal and regulatory summaries for mining and land use projects covering permits, environmental compliance, mineral rights, stakeholder obligations, and risk assessment. Use when summarizing mining regulations, land use permits, environmental compliance, mineral rights, natural resource extraction, reclamation obligations, or split estate disputes.
- ▌ Nonprofit Board Minutes · casemarkDrafts legally compliant non-profit board meeting minutes with attendance, quorum, resolutions, conflict-of-interest recusals, and executive session notation. Formats output for IRS Form 990 audit, state AG scrutiny, and permanent corporate records. Use when drafting official board minutes, recording board resolutions, or creating non-profit governance records.
- ▌ Notice Of Assets Claims · casemarkDrafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a probate notice of assets, or establishing claim bar dates. Handles jurisdictional research, asset disclosure, claim filing procedures, and execution requirements under state-specific probate codes.
- ▌ Procedural Rule Summary · casemarkGenerates structured, stage-organized summaries of procedural rules from federal, state, local, or administrative sources with deadlines, responsibilities, and non-compliance consequences. Extracts rules from uploaded texts, court orders, and standing orders. Use when summarizing FRCP, FRCrP, state civil/criminal procedure, local rules, administrative hearing procedures, or building procedural compliance checklists for case preparation and motion practice.
- ▌ Reaffirmation Agreement · casemarkDrafts Reaffirmation Agreements under 11 U.S.C. § 524(c) for U.S. bankruptcy proceedings. Produces Official Form 240A-compliant documents with agreement summary, original/modified loan terms, debtor and attorney certifications, and court approval sections. Use when a debtor reaffirms a dischargeable debt to retain secured collateral such as vehicles or homes.
- ▌ Repair Request Addendum · casemarkDrafts a Repair Request Addendum modifying an existing residential or commercial lease to establish enforceable repair obligations with timelines, cost allocation, and remedies. Cross-references original lease provisions to avoid conflicts. Use when formalizing repair requests, drafting lease addenda for maintenance or habitability issues, or documenting landlord-tenant repair agreements. Trigger keywords: repair addendum, lease repair amendment, habitability repair, maintenance addendum, repair-and-deduct, rent abatement.
- ▌ Secured Promissory Note · casemarkDrafts U.S. secured promissory notes for commercial lending with lender-protective terms, UCC Article 9 collateral grants, and state usury compliance. Trigger when the user needs a secured promissory note, lender note, collateral-backed loan note, or UCC-1 financing instrument.
- ▌ Sellers Counsel Opinion · casemarkDrafts Opinion of Seller's Counsel letters for APA closings per ABA Legal Opinion Accord standards. Use when drafting closing opinion letters, seller's counsel opinions, third-party legal opinions, or APA closing deliverables in M&A asset purchase transactions.
- ▌ Settlement Distribution · casemarkDrafts settlement distribution statements for personal injury cases with itemized accounting of gross proceeds, attorney fees, litigation costs, lien satisfactions, and net client payout. Enforces trust accounting compliance and reconciliation checks per Rules of Professional Conduct. Use when closing a PI matter, preparing disbursement sheets, or generating final case accounting.
- ▌ Shareholder Rights Plan · casemarkDrafts a U.S. shareholder rights plan (poison pill) package including rights agreement, certificate of designations, board memo, Form 8-K, and press release. Applies Unocal/Revlon fiduciary framing, Rule 13d-3 beneficial ownership, flip-in/flip-over economics, and redemption/exchange mechanics. Use when a board addresses a hostile bid, activist accumulation, or plan renewal. Trigger: "poison pill", "rights plan", "rights agreement", "flip-in", "flip-over", "DGCL 203", "Unocal", "Revlon".
- ▌ Site Selection Addendum · casemarkDrafts a Site Selection Addendum for franchise real estate transactions, establishing objective site criteria, sequential approval processes, conditions precedent, and economic adjustments that modify an existing agreement. Covers geographic parameters, physical specifications, zoning, environmental due diligence, title examination, financing contingencies, and dispute resolution. Use when supplementing franchise agreements with site approval workflows, drafting site selection riders, or adding location criteria to commercial leases.
- ▌ Subcontractor Agreement · casemarkDrafts enforceable U.S. subcontractor agreements governing general contractor/subcontractor relationships for construction and service projects. Covers scope of work, payment and retainage, insurance and bonding, indemnification, schedule compliance, termination, and dispute resolution with state-specific compliance. Use when drafting subcontracts, subcontractor agreements, construction service agreements, or contractor engagement documents.
- ▌ Subordination Agreement · casemarkDrafts debt subordination agreements establishing senior/junior creditor priority, payment waterfalls, standstill provisions, turnover obligations, and bankruptcy treatment. Use when drafting subordination agreements, intercreditor arrangements, creditor priority documents, or debt subordination terms during negotiation or closing.
- ▌ Summary Judgment Motion · casemarkDrafts a Motion for Summary Judgment package for personal injury litigation under FRCP 56 or state equivalent. Trigger when the user needs an MSJ, summary judgment brief, dispositive motion, no-genuine-dispute motion, or judgment-as-a-matter-of-law motion during pre-trial or discovery phases.
- ▌ T4c Settlement Proposal · casemarkDrafts a Termination for Convenience Settlement Proposal under FAR Part 49. Trigger when a contractor must submit a formal settlement claim after government T4C, prepare FAR 49.602 fixed-price or FAR 49.603 total-cost-basis proposals, or handle inventory disposition under a terminated contract.
- ▌ Taxpayer Correspondence · casemarkDrafts structured taxpayer correspondence summarizing tax records, income, deductions, credits, and tax positions. Covers IRS/state inquiry responses, audit preparation, advisor-client communications, and filing support. Use when drafting tax summary letters, responding to tax authority notices, preparing audit defense correspondence, or organizing client tax records into structured summaries.
- ▌ Ucc Financing Statement · casemarkDrafts UCC-1 Financing Statements and UCC-3 Amendments to perfect security interests under Article 9 of the Uniform Commercial Code. Handles debtor identification, collateral descriptions, filing jurisdiction, continuations, terminations, and assignments. Use when drafting UCC-1 filings, UCC-3 amendments, continuation statements, or any secured transaction perfection document.
- ▌ Work For Hire Agreement · casemarkDrafts a U.S. Work for Hire Agreement under 17 U.S.C. §§ 101 and 201(b) with fallback IP assignment, creator warranties, and indemnification. Trigger when commissioning software, designs, content, or other creative work requiring clear IP ownership, or when drafting WFH clauses for consulting and service agreements.
- ▌ Auditing Hipaa Compliance · casemarkConducts HIPAA compliance assessments with Privacy Rule, Security Rule, and Breach Notification analysis. Use when auditing HIPAA compliance, assessing privacy practices, or reviewing security controls.
- ▌ Coding Emergency Services · casemarkAssigns ED-specific E/M codes with critical care time documentation and procedure coding. Use when coding ED visits, documenting critical care, or coding ED procedures.
- ▌ Coding Medical Encounters · casemark bundleAssigns ICD-10-CM diagnosis codes and CPT/HCPCS procedure codes with supporting documentation validation. Use when coding medical visits, selecting diagnosis codes, or assigning procedure codes.
- ▌ Coding Radiology Services · casemarkAssigns radiology CPT codes with professional/technical component and supervision level documentation. Use when coding imaging studies, applying 26/TC modifiers, or coding interventional procedures.
- ▌ Designing Clinical Trials · casemarkStructures clinical trial protocol design with study type selection, endpoint definition, and power calculation. Use when designing trials, writing protocols, or calculating sample sizes.
- ▌ Documenting Nursing Notes · casemarkStructures nursing progress notes with SBAR communication and clinical narrative documentation. Use when writing nursing notes, documenting patient updates, or creating SBAR communications.
- ▌ Interpreting Routine Labs · casemarkAnalyzes comprehensive metabolic panels, CBCs, lipid panels, and thyroid function with clinical correlation. Use when reviewing outpatient labs, identifying abnormalities, or correlating lab trends.
- ▌ Managing Acute Chest Pain · casemarkGuides chest pain workup following ACS pathways with troponin timing and disposition criteria. Use when evaluating chest pain, running ACS protocols, or determining observation vs. discharge.
- ▌ Managing Adhd Assessments · casemarkStructures ADHD evaluation with symptom scales, behavioral observation, and differential diagnosis. Use when evaluating ADHD, administering rating scales, or documenting ADHD assessments.
- ▌ Managing Child Psychiatry · casemarkAdapts psychiatric evaluation and treatment for pediatric patients with developmental considerations. Use when evaluating children psychiatrically, managing pediatric medications, or documenting child psychiatric assessments.
- ▌ Managing Drg Optimization · casemarkOptimizes MS-DRG assignment through accurate principal diagnosis selection and CC/MCC capture. Use when optimizing DRGs, capturing comorbidities, or improving case mix index.
- ▌ Managing Eating Disorders · casemarkGuides eating disorder assessment with medical stability criteria and treatment level determination. Use when evaluating eating disorders, assessing medical stability, or determining treatment level.
- ▌ Managing Ehr Optimization · casemarkIdentifies EHR optimization opportunities through usage analysis and workflow improvement. Use when optimizing EHR workflows, reducing click burden, or improving EHR usability.
- ▌ Managing End Of Life Care · casemarkGuides end-of-life transitions with hospice referral criteria, comfort care protocols, and family communication. Use when transitioning to end-of-life care, initiating hospice, or managing comfort-focused treatment.
- ▌ Managing Endodontic Cases · casemarkGuides root canal evaluation and treatment documentation with pulp/periapical diagnosis and outcome assessment. Use when evaluating endodontic cases, documenting root canal treatments, or assessing treatment outcomes.
- ▌ Managing Pediatric Asthma · casemarkApplies stepwise pediatric asthma management with age-appropriate device selection and action plans. Use when managing childhood asthma, selecting pediatric inhalers, or creating asthma action plans.
- ▌ Managing Sports Physicals · casemarkStructures pre-participation physical evaluations with cardiac screening and clearance decisions. Use when performing sports physicals, screening for cardiac conditions, or documenting athletic clearance.
- ▌ Managing Strength Testing · casemarkStructures manual muscle testing and dynamometry with grading and functional correlation. Use when testing muscle strength, grading MMT, or documenting strength assessment.
- ▌ Writing Operative Reports · casemarkCreates structured operative notes with findings, technique, specimens, and estimated blood loss. Use when dictating operative reports, documenting surgical procedures, or recording intraoperative findings.
- ▌ Analyzing Yield Curves · casemarkInterprets yield curve shapes with term structure analysis and relative value identification. Use when analyzing yield curves, identifying curve trades, or interpreting interest rate expectations.
- ▌ Building Merger Models · casemarkConstructs merger consequence analysis with accretion/dilution, pro forma financials, and synergy assumptions. Use when modeling mergers, calculating accretion/dilution, or analyzing deal structures.
- ▌ Evaluating Green Bonds · casemarkStructures green bond analysis with use-of-proceeds verification, impact reporting, and ICMA alignment. Use when evaluating green bonds, verifying green credentials, or analyzing sustainable debt.
- ▌ Managing Cmbs Analysis · casemarkEvaluates CMBS structures with loan-level analysis, subordination assessment, and special servicing monitoring. Use when analyzing CMBS deals, reviewing loan pools, or monitoring CMBS performance.
- ▌ Managing Ipo Processes · casemarkStructures IPO execution with prospectus preparation, pricing analysis, and allocation methodology. Use when managing IPO processes, preparing S-1 filings, or analyzing IPO pricing.
- ▌ Managing Sec Reporting · casemarkStructures SEC filing preparation with 10-K, 10-Q, 8-K content requirements and XBRL tagging. Use when preparing SEC filings, reviewing filing content, or managing XBRL tagging.
- ▌ Pricing Equity Options · casemarkStructures equity option pricing with Black-Scholes, binomial models, and implied volatility analysis. Use when pricing options, calculating Greeks, or analyzing implied volatility.
- ▌ Adverse Possession Claim · casemarkDrafts adverse possession complaints and quiet title pleadings. Structures jurisdictional foundations, legal property descriptions, and element-by-element proof of actual, open, continuous, exclusive, and hostile possession. Use when filing adverse possession claims, quiet title actions, or prescriptive ownership pleadings.
- ▌ Appellees Response Brief · casemarkDrafts an Appellee's Response Brief defending the trial court's judgment and arguing for affirmance. Covers standard of review analysis, record-based rebuttal, authority distinction, and procedural compliance. Trigger when drafting appellee briefs, response briefs, answering briefs, or defending trial court judgments on appeal.
- ▌ Asset Enforcement Report · casemarkGenerates a post-judgment asset and enforcement report synthesizing debtor asset investigations, exemption analysis, fraudulent transfer assessment, and prioritized collection strategies. Use when preparing judgment enforcement plans, debtor asset profiles, collection status reports, or post-trial recovery analysis.
- ▌ Asset Purchase Agreement · casemarkDrafts a U.S. Asset Purchase Agreement for deals where a buyer acquires specified business assets while avoiding unwanted liabilities. Enforces itemized asset/liability schedules, purchase price mechanics with working capital true-ups, IRS Form 8594 tax allocation, seller and buyer reps and warranties with disclosure schedules, pre- and post-closing covenants, closing conditions and deliveries, and indemnification with basket/cap limits. Use when drafting an asset purchase agreement, APA, asset acquisition, purchase and sale of assets, asset deal, or excluded liabilities agreement.
- ▌ Background Check Summary · casemarkSummarizes raw background check data into structured executive reports with risk categorization (GREEN/YELLOW/RED). Use when processing criminal records, court filings, employment/education verification, sanctions screening, or adverse media for pre-employment screening, executive due diligence, or investment-grade investigations.
- ▌ Biotech Patent Summaries · casemarkSummarizes biotech patent families and disputes into litigation-ready intelligence briefs. Trigger when the user provides patent applications, issued patents, PTAB filings, prosecution histories, licensing materials, or litigation documents in biotechnology domains and requests a summary, risk assessment, or FTO analysis.
- ▌ Claim Construction Chart · casemarkDrafts Joint Claim Construction Charts for patent litigation Markman hearings in US federal courts. Organizes disputed claim terms with competing party constructions, intrinsic/extrinsic evidence citations, and agreement status. Use when preparing claim construction charts, Markman hearing exhibits, or joint prehearing statements in IP litigation.
- ▌ Proration Schedule · casemarkDrafts a legally compliant proration schedule for real estate closings, allocating taxes, HOA fees, rent, utilities, and other obligations between buyer and seller. Triggered when preparing settlement documents, closing prorations, asset purchase closings, or real estate closing statements requiring expense allocation by closing date.
- ▌ Record Designation · casemarkDrafts a Record Designation on Appeal identifying trial court materials for transmission to the appellate court. Covers appellant designations and appellee counter-designations with transcript requests, exhibit lists, cost allocation, and compliance guidance. Use when filing a designation of record, counter-designation, transcript designation, or preparing the appellate record after a notice of appeal.
- ▌ Regulatory Summary · casemarkGenerates structured, citation-grounded summaries of regulatory documents (agency rules, guidance, enforcement actions, compliance frameworks). Extracts provisions, requirements, deadlines, penalties, safe harbors, and compliance actions with pinpoint citations. Use when summarizing regulations, rulemaking notices, enforcement orders, or administrative decisions.
- ▌ Sec Opinion Letter · casemarkDrafts Opinion of Counsel letters for SEC registration statements, covering due incorporation, valid issuance, fully-paid and non-assessable opinions, and Reg S-K Item 601(b)(5) consent language. Use when drafting Exhibit 5.1 opinions for S-1/S-3 filings, shelf offerings, or securities issuance transactions.
- ▌ Security Agreement · casemarkDrafts UCC Article 9 security agreements granting first-priority liens on specified collateral. Covers party identification, collateral descriptions, representations/warranties, default/remedies, and perfection requirements. Use when drafting security agreements, granting liens, creating collateral pledges, or documenting secured financing transactions.
- ▌ Settlement Summary · casemarkGenerates structured summaries of settlement negotiations and agreements in commercial litigation. Use when summarizing settlement history, documenting negotiation timelines, analyzing settlement terms, preparing implementation checklists, or reviewing release and confidentiality provisions.
- ▌ Stay Relief Motion · casemarkDrafts a Motion for Relief from Automatic Stay under 11 U.S.C. § 362(d). Covers § 362(d)(1) cause/adequate protection, (d)(2) no equity/not necessary, and (d)(3) single asset real estate grounds. Use when a creditor needs to lift the automatic stay to foreclose, repossess collateral, or continue state court litigation against a debtor in bankruptcy.
- ▌ Stock Option Grant · casemarkDrafts Stock Option Grant Agreements for ISOs or NQSOs under a company's equity incentive plan. Covers vesting, exercise mechanics, termination, tax (IRC §422/§409A), securities compliance, and change-in-control provisions. Use when drafting option grants, equity compensation agreements, or stock option award letters.
- ▌ Sublease Agreement · casemarkDrafts commercial sublease agreements subordinate to a master lease, with tripartite protections for sublessor, sublessee, and landlord. Reviews master lease for consent requirements, use restrictions, and subletting conditions before generating. Use when drafting sublease agreements, commercial subleases, subletting contracts, or subtenancy agreements.
- ▌ Tax Return Summary · casemarkProduces structured, citation-backed summaries of tax returns (Form 1040, schedules, W-2s, 1099s) for divorce, personal injury, and bankruptcy litigation. Extracts income sources, deductions, credits, and flags anomalies. Use when summarizing tax returns, analyzing financial discovery, assessing earning capacity, reviewing 1040s, or preparing financial profiles for litigation.
- ▌ Trial Prep Summary · casemarkGenerates a structured courtroom-ready trial preparation summary synthesizing procedural history, facts, legal issues, evidence, witnesses, and strategy into a quick-reference document. Trigger when preparing trial binders, pre-trial review documents, courtroom reference materials, or trial strategy memos in commercial litigation.
- ▌ Managing Anaphylaxis · casemarkGuides anaphylaxis recognition and epinephrine-first treatment protocol with observation timing. Use when managing allergic reactions, treating anaphylaxis, or planning post-anaphylaxis observation.
- ▌ Managing Cancer Pain · casemarkStructures cancer pain assessment with WHO ladder application and breakthrough dosing. Use when managing cancer pain, titrating opioids, or implementing cancer pain protocols.
- ▌ Managing Miscarriage · casemarkGuides miscarriage evaluation with ultrasound criteria and management options documentation. Use when managing pregnancy loss, documenting miscarriage evaluation, or counseling on management options.
- ▌ Managing Pelvic Pain · casemarkStructures pelvic pain evaluation with differential diagnosis and endometriosis assessment. Use when evaluating chronic pelvic pain, assessing for endometriosis, or managing pelvic pain workup.
- ▌ Staging Malignancies · casemarkApplies AJCC/UICC TNM staging with pathologic parameters and prognostic groupings. Use when staging cancers, applying TNM criteria, or documenting pathologic staging.
- ▌ Amicus Curiae Brief · casemarkDrafts filing-ready U.S. amicus curiae briefs with rule-anchored compliance, additive thesis selection, record-safe fact handling, and verified authority control. Trigger when asked to draft an amicus or friend-of-the-court brief, prepare FRAP 29/32 or Supreme Court Rule 37 amicus filings, draft consent/leave or disclosure language, or handle amicus procedural requirements at any stage.
- ▌ Auth Packet Summary · casemarkValidates and summarizes the four required authorization forms in a personal injury matter (retainer, HIPAA release, insurance authorization, employment record release). Confirms signatures, dates, scope, and completeness to determine readiness for the investigation phase. Use when reviewing client onboarding packets, verifying authorization forms before discovery, or checking HIPAA and record-release compliance.
- ▌ Breach Notification · casemarkDrafts legally compliant data breach notification letters to affected consumers under multi-state and federal statutes (HIPAA, GLBA, state AG requirements). Use when drafting breach notices, security incident consumer notifications, or data compromise letters.
- ▌ Bsa Risk Assessment · casemarkDrafts a BSA/AML Risk Assessment for U.S. financial institutions per FinCEN, FFIEC, and OCC standards. Evaluates inherent risks (customer, product, geographic, transaction, third-party), control adequacy, and residual risk. Use when preparing annual BSA compliance assessments, post-acquisition integration reviews, or when business changes trigger reassessment under 31 U.S.C. § 5318(h).
- ▌ Capital Call Notice · casemarkDrafts U.S. capital call notices for PE, VC, or fund-managed LLCs aligned to LPA/operating agreement procedures and side letters. Use when drafting a capital call notice, drawdown notice, capital contribution demand, unfunded commitment call, or LP/GP capital call letter.
- ▌ Case Summary Report · casemarkSynthesizes multiple case summaries into one unified Case Summary Report. Triggers when the user has two or more case summaries, document analyses, or memoranda and needs them consolidated into a single report with patterns, contradictions, and gaps identified.
- ▌ Cda Certified Claim · casemarkDrafts U.S. Contract Disputes Act (CDA) certified claims for federal government contracts, covering FAR Part 33 compliance, entitlement/quantum sections, certification language, and final-decision demand. Use when preparing a CDA claim, certified claim, or submission to a contracting officer under the Contract Disputes Act.
- ▌ Class Action Notice · casemarkDrafts Rule 23-compliant class action notices to absent class members for certification or settlement. Agent uses this skill when drafting class action notices, class member notifications, settlement notices, opt-out notices, or fairness hearing notices.
- ▌ Closing Resolutions · casemarkDrafts unanimous written consent resolutions authorizing a buyer or seller entity to execute an asset purchase agreement and all ancillary closing documents. Covers corporate (board) and LLC (member/manager) governance formats, recitals, operative resolutions, officer authorization, ratification, and counterpart execution provisions. Use when preparing closing deliverables, board resolutions, member consents, or corporate authorization documents for US asset purchase transactions.
- ▌ Confidentiality Nda · casemarkDrafts enforceable confidentiality and non-disclosure agreements for corporate transactions, M&A, partnerships, and due diligence. Covers mutual and unilateral structures, defined-term confidential information, permitted disclosures, non-solicitation, standstill, return/destruction obligations, and equitable remedies. Use when drafting an NDA, confidentiality agreement, or mutual confidentiality agreement for business transactions.
- ▌ Consent To Sublease · casemarkDrafts a Landlord's Consent to Sublease for commercial leasing transactions, producing recitals identifying the master lease and sublease, operative consent provisions, and protective conditions safeguarding landlord interests. Use when a tenant requests landlord approval to sublet premises, sublease consent, commercial subletting, or assignment of leasehold.
- ▌ Contingency Removal · casemarkDrafts residential real estate contingency removal forms that waive buyer contingencies from a purchase agreement. Handles inspection, financing, appraisal, and HOA contingencies with jurisdiction-specific compliance and earnest money forfeiture acknowledgments. Use when drafting contingency removal notices, waiver of contingencies, or notice of removal of contingencies in residential transactions.