CaseMark
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- ▌ Deposition Analysis · casemarkProduces litigation-grade U.S. deposition summaries with exact page-line citations, topical organization, and strategic analysis of admissions, inconsistencies, objections, and exhibits. Use when asked for deposition summaries, page-line or P&L citations, depo analysis, impeachment review, cross-exam prep, or motion-support summaries.
- ▌ Escrow Instructions · casemarkDrafts binding escrow instructions for residential real estate closings. Extracts key terms from purchase agreements, identifies gaps or conflicts, and incorporates jurisdiction-specific requirements. Use when preparing escrow agent directives, closing instructions, escrow arrangements, or residential transaction closing documents.
- ▌ Executive Summaries · casemarkGenerates decision-ready executive summaries from complex legal documents for senior lawyers, executives, and clients. Use when condensing contracts, opinions, litigation findings, regulatory reports, or governance materials into stakeholder-ready work product.
- ▌ Field Of Use Clause · casemarkDrafts field-of-use restriction clauses for U.S. IP licensing agreements, limiting licensee exploitation to a defined permitted field by industry, application, geography, or customer type. Use when drafting or negotiating permitted use clauses, field-of-use limitations, or technology licensing scope provisions.
- ▌ Financial Affidavit · casemarkDrafts sworn financial affidavits and mandatory disclosure statements for family law proceedings. Produces jurisdiction-compliant financial statements covering income, expenses, assets, and liabilities with verification language. Use when preparing financial disclosures, sworn financial statements, domestic relations financial affidavits, or mandatory discovery responses in divorce, child support, spousal maintenance, or property division matters.
- ▌ Franchise Agreement · casemarkDrafts FTC-compliant U.S. Franchise Agreements covering rights grants, territory, fees, operational standards, IP protection, transfer restrictions, default/termination, and post-term obligations. Flags state relationship and registration law issues. Use when drafting initial or renewal franchise agreements, negotiating franchise terms, or expanding a franchise system.
- ▌ Glba Privacy Notice · casemarkDrafts GLBA-compliant privacy notices using the 16 CFR Part 313 Appendix A model form safe harbor. Use when creating or updating Regulation P privacy notices, annual consumer disclosures, or NPI sharing notices for banks, credit unions, securities firms, insurers, or other covered entities under 15 U.S.C. §§ 6801–6809.
- ▌ Grant Warranty Deed · casemarkDrafts execution-ready Grant Deeds and Warranty Deeds for residential real property transfers, enforcing state-specific granting language, legal descriptions, covenant selection, and recording compliance. Use when preparing grant deeds, warranty deeds, property conveyances, title transfers, or real estate closing documents. Trigger keywords: grant deed, warranty deed, property conveyance, title transfer, deed of conveyance, real property transfer, recording deed.
- ▌ Ime Report Analysis · casemarkAnalyzes defense Independent Medical Examination (IME) reports for personal injury litigation, producing a plaintiff-side strategic memorandum with findings summary, treating-physician comparison, bias indicators, and cross-examination roadmap. Use when reviewing defense IME reports during discovery or pre-trial, preparing to depose or cross-examine a defense medical expert, or evaluating IME impact on case valuation. Trigger keywords: IME, independent medical examination, defense expert, medical examination report, cross-examination, bias indicators, impairment rating.
- ▌ Intrastate Offering · casemarkProduces a compliance memo and execution plan for U.S. intrastate securities offerings under Rule 147 or Rule 147A with state registration by qualification. Covers safe harbor selection, doing-business tests, residency verification, advertising controls, resale restrictions, integration analysis, and blue sky registration. Trigger when the user mentions intrastate offering, Rule 147, Rule 147A, registration by qualification, single-state offering, Section 3(a)(11), state-only fundraising, in-state investor requirements, resale restriction legends, or says "we're only raising in one state."
- ▌ Mediation Statement · casemarkDrafts persuasive mediation statements for litigation, structuring narrative across liability, damages, medical evidence, experts, and settlement positioning for plaintiff or defense. Use when preparing mediation briefs, settlement statements, ADR submissions, or pre-mediation filings.
- ▌ Nda Government Data · casemarkDrafts Non-Disclosure Agreements for protecting sensitive government data across classified, CUI, SBU, and PII categories with federal regulatory compliance (FOIA, FISMA, NIST, Privacy Act, Trade Secrets Act). Covers security clearance requirements, mandatory disclosure protocols, NISPOM-compliant destruction, and government-specific remedies. Use when drafting NDAs for government contractors, federal data sharing agreements, or confidentiality agreements involving government entities.
- ▌ Negotiation Support · casemarkGenerates a strategic negotiation support document with leverage analysis, BATNA assessment, risk matrix, and issue-by-issue tactical planning. Use when preparing for settlement conferences, mediations, contract negotiations, deal structuring, or dispute resolution strategy sessions.
- ▌ Notice Of Prior Art · casemarkDrafts a Notice of Prior Art disclosing references material to patentability under 35 U.S.C. §§ 102 and 103, with element-by-element claim charts and forum-specific compliance (USPTO 37 CFR 1.56, district court local patent rules, PTAB 35 U.S.C. § 311). Use when preparing invalidity contentions, duty-of-disclosure filings, inter partes review petitions, or pre-litigation prior art disclosures.
- ▌ Oci Mitigation Plan · casemarkDrafts FAR 9.5-compliant Organizational Conflict of Interest mitigation plans for federal government contractors. Analyzes unequal access, impaired objectivity, and biased ground rules conflicts, then produces firewalls, recusals, compliance architecture, and certifications. Use when responding to solicitations with OCI concerns, preparing proposals requiring OCI disclosure, or drafting conflict mitigation documents.
- ▌ Org Meeting Minutes · casemarkDrafts organizational meeting minutes for newly formed corporations or LLCs, covering quorum, bylaws/OA adoption, elections, capitalization, banking, and tax elections. Use when forming a new entity, drafting initial board minutes, or completing corporate organization post-filing.
- ▌ Partition Complaint · casemarkDrafts a U.S. civil complaint for partition of real property by co-owners, pleading jurisdiction, ownership interests, property description, encumbrances, and grounds for partition in kind or by sale. Trigger when the user needs a partition action, co-owner dispute complaint, tenant-in-common or joint-tenancy division, or court-ordered sale of real property.
- ▌ Plan Of Liquidation · casemarkDrafts a Plan of Liquidation and Dissolution for U.S. corporations undergoing voluntary dissolution. Covers board/shareholder approvals, creditor notice, asset liquidation priority, distribution waterfalls, state dissolution filings, and IRS Form 966 compliance. Use when winding down a corporation, drafting dissolution plans, or preparing liquidation documents for corporate closings.
- ▌ Pre Trial Statement · casemarkDrafts U.S. civil/commercial pre-trial statements that narrow issues, fix trial assumptions, and prevent evidentiary surprises. Converts pleadings, discovery, and deposition materials into a court-compliant filing with undisputed facts, contested issues, witness and exhibit summaries, trial logistics, and settlement posture. Use when preparing for pretrial conferences, final pretrial orders, or trial. Trigger keywords: pre-trial statement, pretrial statement, trial roadmap, witness list, exhibit list, disputed issues of fact, disputed issues of law.
- ▌ Preservation Letter · casemarkDrafts litigation hold and document preservation letters under FRCP 37(e) and state equivalents. Covers custodian identification, ESI scope, hold implementation, and spoliation warnings. Use when sending preservation notices, litigation hold letters, spoliation notices, or evidence preservation demands.
- ▌ Privacy Law Updates · casemarkGenerates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
- ▌ Pro Forma Cap Table · casemarkDrafts a pro forma capitalization table modeling ownership before and after a financing event or corporate transaction. Calculates dilution, conversion mechanics, option pool impacts, and ownership on as-converted and fully-diluted bases. Use when modeling seed rounds, Series A/B/C financings, convertible note or SAFE conversions, option pool expansions, stock splits, or cap table restructurings.
- ▌ Right To Sue Letter · casemarkDrafts EEOC Notice of Right to Sue letters that close the administrative process and authorize employment discrimination litigation. Ensures compliance with Title VII, ADA, ADEA, GINA, and EPA filing requirements. Use when drafting right-to-sue notices, EEOC closure letters, or administrative exhaustion documents.
- ▌ Severance Agreement · casemarkDrafts a U.S. Confidentiality and Severance Agreement for employment separations with statutory-compliant release of claims, OWBPA compliance, DTSA confidentiality obligations, jurisdiction-tailored restrictive covenants, and NLRA-safe non-disparagement. Use when concluding an employment relationship, negotiating a separation package, resolving employment discrimination or wage claims, or settling employment litigation. Trigger: severance, separation agreement, release of claims, OWBPA, employment settlement.
- ▌ Ss4 Ein Application · casemarkDrafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a federal tax ID, or preparing EIN applications for corporations, LLCs, partnerships, or sole proprietorships.
- ▌ State Qualification · casemarkDrafts an Application for Certificate of Authority to qualify a foreign corporation in a target U.S. state. Use when a corporation needs foreign qualification, certificate of authority, interstate expansion compliance, or out-of-state business registration.
- ▌ Stay Pending Appeal · casemarkDrafts a Motion for Stay Pending Appeal using the four-factor balancing test and supersedeas bond analysis. Use when drafting stay motions, bond requests, post-judgment enforcement suspension, or emergency stay applications after filing a notice of appeal.
- ▌ Subcontracting Plan · casemarkDrafts a FAR 52.219-9-compliant Small Business Subcontracting Plan for federal prime contractors. Sets percentage goals for SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB with market-based justifications, outreach strategies, and eSRS reporting. Use when preparing subcontracting plans for federal proposals, responding to FAR 52.219-9, or updating existing subcontracting commitments.
- ▌ Tax Return Analysis · casemarkProduces litigation-ready financial memoranda from multi-year tax returns, covering income trends, filing status changes, deduction patterns, red flags, and trustee considerations. Use when reviewing Form 1040s for bankruptcy means testing, family law support calculations, personal injury damages, or financial discovery analysis.
- ▌ Technology Tutorial · casemarkDrafts a neutral, educational slide-deck technology tutorial for courts in patent litigation. Covers the technical problem, prior art, invention operation, and key terminology using plain language, analogies, and simplified diagrams. Use when preparing pre-trial or trial technology tutorials, claim construction primers, or judicial education presentations in IP disputes.
- ▌ Telecom Law Summary · casemarkGenerates executive-level summaries of recent US telecommunications law developments covering spectrum rights, network access, privacy, infrastructure, and enforcement. Structures analysis by topic with compliance deadlines and business impact. Use when briefing counsel, regulatory teams, or executives on FCC rulemakings, net neutrality, CPNI, 5G deployment, robocall enforcement, or the broader telecom legal landscape.
- ▌ Term Loan Agreement · casemarkDrafts U.S. corporate finance term loan agreements covering economic terms, covenants, collateral, events of default, and enforcement mechanics. Trigger when the user requests a term loan agreement, commercial loan, senior secured facility, SOFR-based loan, amortization schedule, covenant package, or bilateral loan documentation.
- ▌ Trademark Clearance · casemarkGenerates a trademark clearance search report evaluating mark availability and registrability across federal (USPTO TESS), state, common law, and international sources. Applies the Lanham Act likelihood-of-confusion multi-factor test. Use when conducting trademark clearance searches, pre-filing availability opinions, or infringement risk assessments.
- ▌ Witness Prep Ethics · casemarkEvaluates witness preparation activities for ethical compliance under ABA Formal Opinion 508 and Model Rules 3.3, 3.4, 8.4. Distinguishes permissible preparation from prohibited coaching. Use when planning deposition or trial prep, reviewing proposed prep activities, or checking witness coaching ethics. Triggers: witness prep, deposition prep, coaching ethics, ABA 508, testimony preparation.
- ▌ Managing Acute Stroke · casemarkFollows time-critical stroke pathway from door-to-needle with NIHSS scoring and tPA criteria. Use when managing stroke alerts, calculating NIHSS, or coordinating thrombolytic decisions.
- ▌ Managing Cdi Programs · casemarkStructures clinical documentation improvement queries with compliant physician engagement. Use when writing CDI queries, improving documentation specificity, or managing CDI programs.
- ▌ Managing Chronic Pain · casemarkGuides multimodal chronic pain management with opioid risk assessment and functional goals. Use when managing chronic pain, assessing opioid risk, or creating pain management plans.
- ▌ Managing Drain Output · casemarkTracks surgical drain output with removal criteria and complication recognition. Use when monitoring drains, documenting drain output, or determining drain removal timing.
- ▌ Managing Hypertension · casemarkGuides JNC/ACC hypertension management with staging, treatment algorithms, and monitoring schedules. Use when managing blood pressure, titrating antihypertensives, or creating hypertension care plans.
- ▌ Managing Osteoporosis · casemarkApplies FRAX scoring with DXA interpretation and treatment algorithms for bone health. Use when assessing fracture risk, interpreting bone density, or selecting osteoporosis treatment.
- ▌ Reporting Mri Studies · casemarkStructures MRI interpretation with sequence-specific analysis and standardized reporting. Use when reading MRI studies, creating MRI reports, or analyzing multisequence findings.
- ▌ Abstract Of Judgment · casemarkDrafts a recordable Abstract of Judgment to create a judgment lien on a debtor's real property. Extracts party names, monetary components, and judgment details from case documents, then applies jurisdiction-specific formatting and certification requirements. Use post-judgment in commercial litigation when enforcing monetary awards, perfecting judgment liens, or preparing lien filings with the county recorder.
- ▌ Adr Outcomes Summary · casemarkGenerates structured summaries of mediation and arbitration proceedings, extracting outcomes, settlement terms, monetary amounts, obligations, releases, and enforcement steps. Trigger when the user needs to document mediation settlements, arbitration awards, or partial ADR resolutions from transcripts, agreements, mediator reports, or awards.
- ▌ Appellate Formatting · casemarkGenerates appellate-filing-ready Tables of Contents, Tables of Authorities, and Certificates of Compliance under FRAP 32(g) and related rules. Produces defensible word-count calculations with transparent exclusions and anti-hallucination guardrails for pagination and citations. Covers federal circuits, state appellate courts, and U.S. Supreme Court variations. Use when building TOC, TOA, compliance certificates, formatting briefs for filing, or when the user mentions word count calculation, FRAP 32 compliance, appellate brief assembly, or page numbering.
- ▌ Aviation Law Summary · casemarkProduces structured aviation law summaries with Bluebook citations covering U.S. and international regulatory frameworks, treaties, and case law. Use when drafting an aviation law summary, FAA/DOT/TSA compliance overview, Montreal/Warsaw Convention liability analysis, air service agreement review, accident liability synopsis, or aviation regulatory research memo.
- ▌ Awa Compliance Audit · casemarkProduces an enforcement-aware Animal Welfare Act compliance audit for USDA/APHIS-regulated facilities. Maps Form 7002 inspection citations to verified 9 C.F.R. Parts 1-3 requirements, analyzes NCI severity and recurrence patterns, evaluates core compliance programs (PVC, IACUC, housing, records, transport), and outputs a prioritized corrective action plan with proof artifacts. Use when auditing AWA compliance, reviewing USDA inspection reports, preparing for license renewal, conducting diligence, or assessing enforcement risk. Trigger: Animal Welfare Act, AWA, USDA, APHIS, Form 7002, IACUC, PVC, exhibitor, dealer, research facility.
- ▌ Bail Hearing Summary · casemarkGenerates structured bail hearing summaries from transcripts and case documents, extracting charges, arguments, conditions, and rulings. Use when summarizing bail hearings, pretrial detention decisions, bond hearings, or release condition orders.
- ▌ Bill Of Costs Appeal · casemarkDrafts an itemized Bill of Costs on Appeal under FRAP 39 or state equivalent for the prevailing party to recover allowable appellate expenses. Triggers on appellate cost bill drafting, post-judgment cost recovery filings, or prevailing party cost submissions.
- ▌ Certificate Of Trust · casemarkDrafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust terms. Use when preparing trust certificates for real estate closings, bank account openings, business transactions, or any context requiring trustee authority verification with UTC-compliant, privacy-preserving disclosure.
- ▌ Chart Audit Protocol · casemarkDrafts healthcare chart audit protocols covering clinical documentation review, coding accuracy, and billing compliance. Aligns with Medicare CoPs, OIG Compliance Program Guidance, RAC preparedness, federal sentencing guidelines, and the 60-day overpayment rule. Use when drafting routine periodic audits, targeted risk reviews, proactive compliance measures, or post-regulatory-update assessments.
- ▌ Class Action Summary · casemarkProduces structured U.S. class action lawsuit summaries covering claims, class definition, Rule 23 analysis, procedural history, and outcomes. Use when summarizing class actions, class certification rulings, MDL proceedings, or settlement approvals for litigation evaluation, due diligence, or compliance monitoring.
- ▌ Client Friendly Tone · casemarkRewrites legal communications in plain-language, client-friendly tone. Triggers when drafting or revising engagement letters, status updates, strategy memos, settlement recommendations, invoice cover letters, or any client-facing correspondence. Replaces jargon, leads with conclusions, and highlights action items.
- ▌ Collateral Valuation · casemarkValues collateral and allocates secured vs. unsecured claim portions under U.S. bankruptcy standards, applying Chapter 7 liquidation value, Chapter 13 replacement value (Rash), the 910-day vehicle rule, and § 506(b) oversecured interest. Use when preparing proofs of claim, plan treatment analyses, cramdown disputes, deficiency calculations, or valuation motions under FRBP 3012.
- ▌ Compliance Summaries · casemarkGenerates structured compliance summaries assessing regulatory posture, identifying gaps, and producing prioritized remediation roadmaps across finance (SEC, FINRA), healthcare (HIPAA, FDA), environmental (EPA), and data privacy (GDPR, CCPA) sectors. Use when drafting regulatory compliance reports, audit readiness assessments, or governance documents for executives, boards, or regulators. For sector-specific depth, defer to dedicated sibling skills (environmental-regulation-summaries, hipaa-privacy-notice, fcpa-compliance-policy, etc.).
- ▌ Dip Financing Motion · casemarkDrafts U.S. bankruptcy DIP financing motions under 11 U.S.C. §§ 361-364, including superpriority claims, priming liens, and adequate protection. Use when preparing a DIP financing motion, Section 364(c)/(d) motion, priming lien motion, or emergency post-petition financing request.
- ▌ Disclosure Schedules · casemarkDrafts and populates M&A disclosure schedules that except known items from representations and warranties in definitive agreements (merger, stock purchase, asset purchase). Use when drafting, reviewing, or negotiating disclosure schedules, reps and warranties exceptions, seller disclosures, or transaction closing schedules.
- ▌ Dissolution Petition · casemarkDrafts a Petition for Dissolution of Marriage for filing in US state family courts. Covers jurisdictional standing, grounds, child custody and support, property and debt division, spousal support, and prayer for relief. Use when preparing initial divorce petitions, dissolution pleadings, or family law filing documents.
- ▌ Dmca Takedown Notice · casemarkDrafts a DMCA takedown notice compliant with 17 U.S.C. § 512(c)(3) for removing infringing content from online service providers. Enforces all six statutory elements, good faith and perjury statements, and exact infringing URL identification. Use when drafting DMCA notices, copyright takedown requests, or pre-suit infringement enforcement letters against platforms or hosts.
- ▌ Due Diligence Report · casemarkProduces U.S. corporate/M&A due diligence reports summarizing legal risks across corporate records, contracts, liabilities, regulatory compliance, and IP. Use when drafting a diligence report, red flags memo, or legal risk summary for acquisitions, asset purchases, minority investments, or financing. Trigger keywords: due diligence, diligence report, red flags, M&A, acquisition, target review, HSR, CFIUS, reps and warranties, indemnity.
- ▌ Durable Poa Finances · casemarkDrafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapacity. Use when a user needs a financial POA, DPOA, attorney-in-fact authorization, or incapacity planning document. Triggers on requests involving durable power of attorney, financial agency designation, or springing power of attorney drafting.
- ▌ Economic Loss Report · casemarkGenerates a Lost Wage & Economic Loss Report for personal injury litigation. Calculates past/future lost wages, diminished earning capacity, medical expenses, and out-of-pocket costs with source-cited, present-value projections. Use when quantifying economic damages for plaintiff-side personal injury matters during discovery, pre-trial, or settlement. Trigger: lost wages, economic damages, earning capacity, wage loss, damages calculation, personal injury damages.
- ▌ Estate Admin Summary · casemarkProduces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax records, and distribution documents. Covers decedent identification, asset catalog, creditor status, tax compliance, beneficiary tracking, legal hurdles, and remaining tasks. Use when summarizing estate progress, preparing executor status reports, onboarding to a probate matter, or briefing beneficiaries. Trigger keywords: estate summary, probate status, estate administration, executor report, estate inventory, creditor claims summary, estate tax compliance, beneficiary distribution.
- ▌ Expungement Petition · casemarkDrafts jurisdiction-specific petitions for expungement or sealing of criminal records. Covers caption construction, statutory eligibility analysis, rehabilitation narratives, and prayer for relief. Use when drafting expungement petitions, record-sealing motions, set-aside petitions, or certificates of rehabilitation in post-conviction proceedings.
- ▌ Final Order Judgment · casemarkDrafts court-ready Final Orders and Judgments for class action litigation with caption, procedural history, findings of fact, conclusions of law, and enforceable relief. Use when drafting final judgments, post-trial orders, summary judgment orders, or settlement approval orders in class actions.
- ▌ Gambling Law Summary · casemarkProduces jurisdiction-specific U.S. gambling law regulatory summaries covering legal status, licensing, taxes, enforcement, and pending reforms. Use when asked about gaming regulation, casino licensing, sports betting compliance, online gambling law, tribal gaming compacts, or market entry assessments.
- ▌ Hearing Prep Summary · casemarkProduces a quick-reference hearing preparation summary synthesizing pleadings, evidence, witnesses, and governing law into issue matrices, exhibit cross-references, and procedural checklists. Use when preparing for motion hearings, evidentiary hearings, trials, administrative or arbitration hearings, or when asked for "hearing prep," "trial prep summary," "hearing brief," or "prep memo."
- ▌ Hipaa Privacy Notice · casemarkDrafts a HIPAA-compliant Notice of Privacy Practices per 45 CFR § 164.520 for covered entities. Produces patient-accessible documents covering permitted PHI uses/disclosures, individual rights, breach notification, and complaint procedures. Use when drafting HIPAA privacy notices, NPP documents, patient privacy disclosures, or covered entity privacy practice notices.
- ▌ Ip Portfolio Summary · casemarkSummarizes and analyzes a U.S. corporate IP portfolio covering patents, trademarks, copyrights, and trade secrets. Use when conducting an IP audit, due diligence review, M&A assessment, licensing strategy, executive briefing, or portfolio optimization.
- ▌ Ir Tabletop Exercise · casemarkDrafts a tabletop exercise script to stress-test an organization's Incident Response Plan against cybersecurity threats and breach notification obligations (GDPR, CCPA, HIPAA, GLBA, PCI DSS, NERC CIP, DFARS, SEC). Produces scenario injects, participant role assignments, facilitation guides, and after-action report frameworks. Use when creating IR tabletop exercises, cybersecurity drills, breach response simulations, or incident preparedness assessments.
- ▌ Legal Opinion Letter · casemarkDrafts formal legal opinion letters for corporate and transactional matters with jurisdiction-specific analysis, calibrated conclusion language, and comprehensive qualifications. Use when drafting closing opinion letters, third-party reliance opinions, enforceability opinions, or corporate authority opinions for mergers, acquisitions, financings, or regulatory compliance.
- ▌ Letter Of Intent Loi · casemarkDrafts U.S. corporate transaction Letters of Intent (LOI) for mergers, acquisitions, investments, and strategic alliances. Separates non-binding intent from enforceable obligations and defines deal structure, key economics, and closing path. Use when converting deal terms into a preliminary transaction document. Trigger keywords: "LOI", "letter of intent", "M&A LOI", "merger term sheet", "no-shop", "exclusivity", "deal letter".
- ▌ Loc Security Deposit · casemarkDrafts irrevocable standby letters of credit serving as security deposits in commercial lease transactions. Use when a tenant provides an LOC alternative to a cash deposit, when drafting standby LOC instruments for lease security, or when structuring bank guarantees for tenant obligations under UCC Article 5 and ISP98.
- ▌ Ma Closing Checklist · casemarkDrafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.
- ▌ Military Law Summary · casemarkGenerates structured summaries of military law matters including courts-martial, UCMJ disciplinary actions, administrative separations, and appellate decisions. Trigger when a user needs a reference summary of a military justice proceeding, CAAF/CCA opinion, Article 15 action, or service regulation issue for JAG officers, command staff, or military legal practitioners.
- ▌ Motion To Avoid Lien · casemarkDrafts a Motion to Avoid Lien under 11 U.S.C. § 522(f) for bankruptcy proceedings. Produces a litigation-ready motion with caption, impairment calculations, legal argument, and prayer for relief. Use when filing lien avoidance motions in Chapter 7, 11, or 13 cases, stripping judicial liens or nonpossessory nonpurchase-money security interests that impair debtor exemptions.
- ▌ Nda Drug Application · casemarkDrafts an eCTD-compliant New Drug Application (NDA) for FDA submission under 21 CFR Part 314. Compiles clinical trial data, CMC documentation, nonclinical studies, pharmacokinetics, integrated safety analyses, and proposed labeling into five-module eCTD structure. Use when preparing an NDA, FDA drug approval submission, pharmaceutical regulatory filing, or eCTD assembly for a new molecular entity.
- ▌ Notice Of Appearance · casemarkDrafts a Notice of Appearance of Counsel for federal or state court with caption formatting, bar admission verification, e-filing signatures, and certificate of service. Use when an attorney is entering, substituting, or joining as counsel of record in litigation.
- ▌ Prenuptial Agreement · casemarkDrafts enforceable prenuptial and postnuptial agreements for US jurisdictions with financial disclosure schedules, property classification, spousal support provisions, estate waivers, and procedural fairness safeguards. Ensures compliance with UPAA/UPMAA frameworks. Use when drafting prenuptial agreements, postnuptial agreements, marital property agreements, premarital contracts, or antenuptial agreements.
- ▌ Response Dissolution · casemarkDrafts a Response to Petition for Dissolution of Marriage addressing each allegation with admit/deny/lack-of-information responses and stating positions on custody, support, property, and fees. Triggers when user needs to respond to a divorce petition, file an answer to dissolution, or avoid default judgment in family law proceedings.
- ▌ Restated Certificate · casemark bundleDrafts an Amended and Restated Certificate of Incorporation for Delaware corporations in preferred stock financing rounds. Covers authorized capital, preferred stock rights (dividends, liquidation, conversion, anti-dilution), protective provisions, and DGCL compliance. Use when drafting charter documents, restated certificates, venture financing corporate documents, or Delaware certificate amendments from term sheets and cap tables.
- ▌ Separation Agreement · casemarkDrafts employer-side Employee Separation and Release Agreements with severance terms, general releases, ADEA/OWBPA compliance, restrictive covenants, and cooperation clauses. Use when drafting separation agreements, severance packages, release agreements, or termination settlements.
- ▌ Settlement Agreement · casemarkDrafts execution-ready settlement agreements for commercial litigation with mutual releases, payment schedules, confidentiality provisions, and dismissal mechanics. Handles Cal. Civ. Code § 1542 waivers, ADEA-compliant releases, and tax allocation. Use when finalizing settlement terms, drafting mutual releases, or memorializing negotiated resolutions.
- ▌ Settlement Proposals · casemarkProduces chronological settlement negotiation summaries from litigation case files, extracting proposals, counteroffers, payment structures, release provisions, and confidentiality terms. Includes trial-risk evaluation and comparable settlement benchmarking. Use when summarizing settlement history, preparing for mediation, documenting negotiation progression, or creating settlement status reports.
- ▌ Sublicense Agreement · casemarkDrafts Sublicense Agreements for IP licensing transactions, ensuring compliance with the underlying Master License Agreement. Covers grant of rights, territory, field-of-use, term, royalty structures on Net Sales, flow-down obligations, and termination tied to master license. Use when a licensee (Sublicensor) grants derivative rights to a third party (Sublicensee), for IP sublicensing or derivative license agreements.
- ▌ Subpoena Duces Tecum · casemarkDrafts a Subpoena Duces Tecum compelling document production without testimony under Federal Rule 45 or state equivalents. Covers recipient designation, records scoping, production format, privilege notices, and service certification. Trigger when drafting records-only subpoenas, third-party document discovery, or duces tecum commands in litigation.
- ▌ Telemedicine Consent · casemarkDrafts dual-purpose telemedicine consent and policy documents covering informed consent, HIPAA privacy architecture, prescribing limitations, clinical scope boundaries, and patient acknowledgment sections. Addresses federal and state telehealth regulations, DEA controlled substance rules, and Interstate Medical Licensure Compact requirements. Use when drafting telehealth consent forms, telemedicine informed consent, remote patient monitoring agreements, virtual care policies, RPM consent documents, or store-and-forward authorization forms.
- ▌ Whistleblower Policy · casemarkDrafts board-adoptable whistleblower protection policies for public companies and non-profits. Covers SOX, Dodd-Frank, and state statute compliance, reporting channels, investigation procedures, anti-retaliation, and governance oversight. Use when drafting whistleblower policies, ethics reporting procedures, or compliance programs.
- ▌ Witness Prep Session · casemarkRuns ethics-compliant deposition witness-prep workflows for US civil litigation. Use when preparing party, fact, expert, or 30(b)(6) witnesses for deposition, including mock cross-examination, exhibit review, vulnerability mapping, day-of logistics, and post-deposition debrief. Covers intake through deposition day under FRCP 30.
- ▌ Assessing Suicide Risk · casemarkApplies Columbia Suicide Severity Rating Scale and structured risk assessment frameworks. Use when assessing suicide risk, documenting safety evaluations, or creating safety plans.
- ▌ Managing Gait Analysis · casemarkStructures observational and instrumented gait analysis with deviation identification and intervention planning. Use when analyzing gait patterns, documenting gait deviations, or planning gait interventions.
- ▌ Managing Heart Failure · casemarkGuides GDMT optimization for HFrEF and HFpEF with medication titration and monitoring schedules. Use when managing heart failure, titrating GDMT, or optimizing HF medications.
- ▌ Managing Lipid Therapy · casemarkGuides statin selection and intensity with ASCVD risk calculation and LDL targets. Use when managing lipids, calculating cardiovascular risk, or optimizing lipid-lowering therapy.
- ▌ Managing Prenatal Care · casemarkStructures prenatal visit documentation with gestational age tracking, screening schedules, and risk assessment. Use when documenting prenatal visits, tracking pregnancy milestones, or managing prenatal screening.
- ▌ Managing Tmj Disorders · casemarkStructures TMD evaluation with clinical and imaging assessment, classification, and treatment protocols. Use when evaluating TMJ disorders, classifying TMD, or documenting TMJ treatment.
- ▌ Analyzing Cap Rates · casemarkStructures capitalization rate analysis with market comparison, risk premium decomposition, and trend assessment. Use when analyzing cap rates, comparing market yields, or assessing pricing trends.
- ▌ Analyzing Tail Risk · casemarkEvaluates portfolio tail risk with extreme value theory, expected shortfall, and tail hedge strategies. Use when analyzing tail risk, estimating expected shortfall, or evaluating tail protection.
- ▌ Building Lbo Models · casemarkConstructs leveraged buyout models with debt capacity, returns analysis, and exit scenarios. Use when modeling LBOs, calculating sponsor returns, or analyzing leveraged transactions.
- ▌ Managing Model Risk · casemarkStructures model validation with independent testing, limitation documentation, and ongoing monitoring. Use when validating risk models, documenting model limitations, or managing model governance.
- ▌ Scoring Esg Factors · casemarkStructures ESG scoring methodology with environmental, social, and governance pillar assessment. Use when scoring ESG, evaluating sustainability, or building ESG frameworks.
- ▌ Annual Meeting Notice · casemarkDrafts legally compliant Notice of Annual Shareholders Meeting for US corporations, covering state-specific notice periods, record dates, quorum and voting thresholds, proxy procedures, and SEC Regulation 14A compliance for public companies. Use when preparing annual meeting notices, shareholder meeting notifications, or proxy notice and access mailings.