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CaseMark

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

1. ▌
   Assignment Assumption · casemark

   Drafts Assignment and Assumption Agreements transferring contractual rights and obligations from assignor to assignee in asset purchase transactions. Covers assignment mechanics, liability assumption with temporal cutoff, third-party consent handling, reps and warranties, indemnification, and Exhibit A contract schedule. Trigger keywords: "assignment and assumption", "contract transfer", "assign contracts", "assume obligations", "asset purchase closing document", "assignor assignee agreement".
   34 repo stars
2. ▌
   Attorneys Fees Motion · casemark

   Drafts post-judgment motions for attorneys' fees using the lodestar method. Covers prevailing party analysis, rate justification, hours documentation, billing judgment, lodestar enhancements, and supporting declarations. Trigger when user needs a fee motion, fee petition, lodestar calculation, or post-trial fee application.
   34 repo stars
3. ▌
   Bail Reduction Motion · casemark

   Drafts a Motion for Bail Reduction for criminal defense pretrial proceedings. Argues current bail is excessive under the Eighth Amendment using defendant financial circumstances, community ties, and flight-risk factors adapted to jurisdictional bail standards. Use when seeking bail modification, bail reduction, pretrial release, or excessive bail challenges.
   34 repo stars
4. ▌
   Board Meeting Minutes · casemark

   Drafts U.S. corporate board-of-directors meeting minutes into formal, defensible records documenting valid corporate action and governance process. Triggers on board minutes, directors meeting record, board resolutions, quorum validation, motion and vote capture, corporate secretary records, governance drafting. Requires source materials such as agenda, attendance, bylaws, notices, reports, prior minutes, and resolutions.
   34 repo stars
5. ▌
   Board Meeting Summary · casemark

   Produces a structured, objective summary of corporate board meetings covering metadata, quorum, attendance, conflicts, resolutions with vote counts, committee reports, and significant corporate actions. Use when summarizing board minutes, creating a corporate governance record, or preparing a post-meeting recap for officers, shareholders, or regulators.
   34 repo stars
6. ▌
   Brownfields Agreement · casemark

   Drafts Brownfields Agreements for contaminated-property transactions under CERCLA, EPA brownfields programs, and state voluntary cleanup programs. Structures BFPP liability protections, All Appropriate Inquiries documentation, remediation obligations, institutional controls, cost allocation, and long-term stewardship covenants. Use when drafting brownfields purchase agreements, prospective purchaser agreements, voluntary cleanup MOAs, or environmental covenant frameworks.
   34 repo stars
7. ▌
   Bulk Sales Compliance · casemark

   Drafts U.S. bulk sales compliance packages for asset purchase transactions outside the ordinary course, including UCC Article 6 jurisdictional analysis, creditor schedules, notice of intended bulk sale, seller affidavit, escrow framework, and closing checklist. Use when handling bulk sale, bulk transfer, inventory sale, asset purchase compliance, creditor notice, or successor liability avoidance.
   34 repo stars
8. ▌
   Case Viability Report · casemark

   Produces internal case viability and conflict check memos for personal injury litigation intake. Screens conflicts, assesses liability and damages, checks statute of limitations, and outputs an accept/decline recommendation. Use when evaluating new PI intake, running conflict checks, assessing case merit pre-filing, or preparing acceptance memos.
   34 repo stars
9. ▌
   Certificate Of Origin · casemark

   Drafts USMCA/NAFTA Certificates of Origin for preferential tariff treatment on US-Mexico-Canada goods. Verifies origin criteria, HS classifications, and regional value content. Use when preparing trade certificates, customs origin documentation, duty preference claims, or cross-border shipment certifications.
   34 repo stars
10. ▌
    Chapter 11 Reorg Plan · casemark

    Drafts a Chapter 11 Plan of Reorganization under 11 U.S.C. §§ 1121–1129 with claim classification, treatment provisions, distribution mechanics, executory contract determinations, and confirmation compliance. Use when preparing reorganization plans, restructuring debts, classifying claims, drafting Chapter 11 plans, or helping debtors emerge from bankruptcy. Trigger keywords: reorganization plan, Chapter 11, plan of reorganization, debt restructuring, cramdown, claim classification, confirmation order.
    34 repo stars
11. ▌
    Charity Annual Report · casemark

    Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.
    34 repo stars
12. ▌
    Client Intake Summary · casemark

    Produces a structured corporate-client intake brief from intake forms, consultation notes, and initial communications. Use when onboarding a new corporate matter, processing an intake packet, summarizing consult notes, running a conflict check, or triaging deadlines for a corporate governance matter.
    34 repo stars
13. ▌
    Coi Compliance Review · casemark

    Reviews CRE insurance certificates (ACORD 25) and endorsements against Access Agreement insurance requirements, producing a pass/fail compliance determination with broker-ready deficiency instructions. Verifies coverage limits, Additional Insured status, primary/non-contributory language, waiver of subrogation, umbrella alignment, and carrier qualifications. Use when reviewing COIs, ACORD forms, vendor or contractor insurance, site access insurance, or Additional Insured endorsements in commercial real estate transactions.
    34 repo stars
14. ▌
    Conservation Easement · casemark

    Drafts recordable conservation easement documents that permanently restrict land use to protect conservation values while preserving landowner rights. Ensures IRC §170(h) qualified conservation contribution compliance and state enabling statute conformity. Use when drafting conservation easements, land preservation agreements, perpetual restrictions, or qualified conservation contributions for tax deduction purposes.
    34 repo stars
15. ▌
    Cookie Consent Policy · casemark

    Drafts publication-ready cookie policies, banner copy, and consent-flow language under GDPR/ePrivacy, CCPA/CPRA, and major U.S. state privacy laws. Converts a verified cookie inventory into enforceable policy sections with lawful-basis mapping, granular opt-in controls, withdrawal mechanics, and user-rights handling. Use when asked for cookie policy, cookie banner, tracking notice, consent management, do-not-sell notice, or privacy rights messaging.
    34 repo stars
16. ▌
    Court Order Summaries · casemark

    Generates structured summaries of court orders and decisions, extracting obligations, deadlines, monetary awards, injunctive relief, and procedural requirements into an action-oriented reference. Flags ambiguities for attorney review. Converts relative timeframes to calendar dates. Use when summarizing court orders, judgments, injunctions, consent decrees, or compliance orders.
    34 repo stars
17. ▌
    Criminal Case Summary · casemark

    Produces structured U.S. criminal case summaries covering charges, statutes, evidence, procedural history, disposition, and sentencing. Trigger when the user requests a criminal case summary, charge overview, procedural history, trial or plea summary, verdict recap, or sentencing breakdown.
    34 repo stars
18. ▌
    Deposition Objections · casemark

    Provides deposition objection reference under FRCP 30(c)(2) covering form objections, substantive objections, instructions not to answer, and strategy for taking and defending depositions. Use when preparing for depositions, making or responding to objections during testimony, defending witnesses, handling 30(b)(6) corporate representative depositions, or drafting deposition-related motions.
    34 repo stars
19. ▌
    Development Agreement · casemark

    Drafts U.S. commercial real estate owner-developer agreements covering scope, entitlements, schedule, pricing (fixed, GMP, cost-plus), change orders, payment and retainage, insurance, indemnity, IP, confidentiality, termination, and disputes. Use when user mentions "development agreement", "owner-developer agreement", "project development contract", "real estate development", "GMP", "cost-plus", "milestones", or "change orders".
    34 repo stars
20. ▌
    Due Diligence Summary · casemark

    Produces structured U.S. transactional due diligence summaries with risk ratings, document citations, and follow-up actions. Triggers when the user requests a due diligence summary, diligence report, red-flag memo, or data room analysis for M&A, investment, or partnership transactions.
    34 repo stars
21. ▌
    Expert Report Summary · casemark

    Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materials, findings, opinions, assumptions, limitations, and quantitative results with pinpoint citations. Use when summarizing expert reports, preparing for depositions or trial, reviewing expert disclosures, or planning cross-examination.
    34 repo stars
22. ▌
    Finders Fee Agreement · casemark

    Drafts U.S. corporate Finder's Fee Agreements that compensate introducers while constraining activities to avoid broker-dealer or agency status. Includes compensation mechanics, tail periods, exclusivity matrices, and regulatory gates for securities, anti-corruption, and licensing compliance. Use when drafting finder, introducer, referral-fee, or business-opportunity agreements in corporate development, M&A, or capital-raising contexts. Trigger keywords: finder's fee, introducer agreement, referral fee, business introduction, finder engagement, broker-dealer compliance.
    34 repo stars
23. ▌
    Forbearance Agreement · casemark

    Drafts loan forbearance agreements that temporarily suspend lender enforcement rights during borrower default. Triggers when drafting forbearance agreements, loan workout documents, payment modification agreements, or temporary enforcement suspension arrangements in commercial lending.
    34 repo stars
24. ▌
    Foreclosure Complaint · casemark

    Drafts U.S. judicial foreclosure complaints pleading standing, chain of title, default, and amounts due with jurisdiction-specific compliance and exhibit control. Triggered when the user needs a foreclosure complaint, mortgage foreclosure pleading, note-and-mortgage enforcement action, or default-based real estate litigation involving acceleration, standing, or lost-note issues.
    34 repo stars
25. ▌
    Form 1023 Application · casemark

    Drafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. Use when preparing Form 1023 filings, nonprofit tax-exempt applications, or 501(c)(3) submissions. Triggers: "Form 1023", "501(c)(3)", "tax-exempt status", "recognition of exemption".
    34 repo stars
26. ▌
    Franchise Lease Rider · casemark

    Drafts a U.S. franchise lease rider/recognition agreement establishing franchisor as third-party beneficiary with notice/cure, assignment, brand, IP, alteration, and exclusivity protections. Triggers on "lease rider", "recognition agreement", "franchise lease", "third-party beneficiary", "notice and cure", "assignment option", or franchise location lease addenda.
    34 repo stars
27. ▌
    Gsa Schedule Contract · casemark

    Drafts FAR/GSAR-compliant GSA Schedule (MAS/FSS) contracts with clause matrices, SIN scope, pricing/PRC/EPA mechanics, IFF reporting, TAA, Section 508, cybersecurity, and subcontractor flow-downs. Use when drafting or reviewing GSA Schedule contracts, MAS solicitations, SIN crosswalks, price lists, or FAR/GSAR clause sets. Triggers: GSA Schedule, MAS, SIN, FAR 52.212, GSAR 552.238, IFF, PRC, EPA, TAA, Section 508, FedRAMP.
    34 repo stars
28. ▌
    Guardianship Petition · casemark

    Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-authority requests, and statutory compliance. Use when drafting guardianship petitions, conservatorship filings, or petitions for appointment of guardian over incapacitated adults or minors.
    34 repo stars
29. ▌
    Icd Cpt Normalization · casemark

    Normalizes diagnostic and procedure codes from medical records into clean, attorney-readable form. Cross-walks ICD-9 to ICD-10-CM, expands ICD-10 codes to narrative descriptions, expands CPT codes to procedure descriptions, and flags bundling or unbundling oddities relevant to billing disputes. Use this skill any time medical codes appear in records being summarized for litigation use, including medical chronologies, demand letters, and billing review. Also use when the user asks what a specific medical code means.
    34 repo stars
30. ▌
    Informed Consent Form · casemark

    Drafts regulatory-compliant informed consent forms for healthcare procedures, clinical trials, research participation, or professional services. Incorporates HIPAA, FDA, IRB/Common Rule, and ICH-GCP requirements as applicable. Use when drafting surgical consent, research participant agreements, clinical trial consent, or treatment authorization forms.
    34 repo stars
31. ▌
    Investigation Summary · casemark

    Produces structured antitrust investigation summaries for executives and counsel. Triggers on FTC/DOJ probes, state AG investigations, foreign competition authority inquiries, merger investigations, CIDs, subpoenas, or dawn-raid responses.
    34 repo stars
32. ▌
    Lead Paint Disclosure · casemark

    Drafts execution-ready lead-based paint disclosure documents compliant with 42 U.S.C. § 4852d and 24 CFR Part 35 for sales or leases of pre-1978 residential properties. Covers seller/landlord hazard disclosures, buyer/tenant acknowledgments, inspection waivers, agent certifications, and attachment schedules. Use when drafting lead paint disclosures, pre-1978 property transactions, residential lease hazard disclosures, or EPA Section 1018 compliance documents.
    34 repo stars
33. ▌
    Legal Article Summary · casemark

    Produces structured summaries of legal scholarship capturing thesis, methodology, key authorities, arguments, and significance. Use when summarizing law review articles, journal articles, case notes, or scholarship for research triage, case preparation, literature reviews, or CLE.
    34 repo stars
34. ▌
    Managed Care Contract · casemark

    Drafts managed care contracts between MCOs and healthcare providers covering payment methodology (FFS/capitation), credentialing, utilization management, HIPAA compliance, quality assurance (HEDIS/CAHPS), termination, indemnification, and dispute resolution. Ensures compliance with Anti-Kickback Statute, Stark Law, CMS MA/Medicaid guidelines, state insurance laws, and NCQA/URAC standards. Use when establishing provider networks, onboarding providers, updating managed care agreements, or negotiating MCO-provider contracts.
    34 repo stars
35. ▌
    Maritime Case Summary · casemark

    Produces structured summaries of maritime law cases covering admiralty jurisdiction, collisions, liens, salvage, cargo damage, charter parties, and personal injury aboard vessels. Extracts facts, legal issues, holdings, and practical implications using maritime-specific doctrines. Use when summarizing admiralty opinions, collision rulings, Jones Act claims, charter party disputes, or maritime lien enforcement.
    34 repo stars
36. ▌
    Markman Hearing Brief · casemark

    Drafts Markman Hearing Briefs for patent claim construction under the Phillips framework. Structures disputed-term analysis from intrinsic evidence (claims, specification, prosecution history) with local-rule-compliant formatting. Use when preparing claim construction briefs, Markman hearing submissions, or patent claim interpretation arguments in US federal court.
    34 repo stars
37. ▌
    Non Compete Agreement · casemark

    Drafts enforceable non-compete, non-solicitation, and confidentiality agreements tailored to U.S. state law. Performs jurisdictional analysis of reformation rules, consideration requirements, and statutory restrictions. Use when drafting restrictive covenant agreements, non-compete clauses, non-solicitation provisions, or enforcement-ready employment contracts.
    34 repo stars
38. ▌
    Nydfs Infosec Program · casemark

    Drafts a comprehensive Information Security Program compliant with NYDFS Cybersecurity Regulation (23 NYCRR 500). Covers CISO designation, risk assessment, access controls, encryption, monitoring, incident response, notification, and annual certification for covered financial services entities. Use when drafting cybersecurity programs, NYDFS compliance policies, or information security policies for financial institutions. Trigger keywords: NYDFS, 23 NYCRR 500, cybersecurity regulation, information security program, CISO policy, financial services cybersecurity.
    34 repo stars
39. ▌
    Order Judgment Appeal · casemark

    Drafts a U.S. appellate Order and Judgment memorializing disposition after review of a lower-court ruling. Covers captioning, jurisdictional recitals, standards of review, issue-by-issue holdings, remand directives, costs, and mandate language. Use when preparing an appellate order, judgment, disposition, affirm/reverse/remand order, or mandate-ready directive.
    34 repo stars
40. ▌
    Payoff Letter Request · casemark

    Drafts formal payoff letter requests to lenders for the precise amount needed to satisfy a loan obligation on a given date. Extracts loan details from matter documents, identifies missing information, and tailors urgency to transaction deadlines. Incorporates RESPA compliance, per diem interest, and itemized breakdown specifications. Use when requesting payoff statements, mortgage payoff letters, loan satisfaction amounts, or lien release calculations in closings, refinancing, or debt satisfaction scenarios.
    34 repo stars
41. ▌
    Police Report Summary · casemark

    Summarizes police reports and incident documentation into structured, source-attributed legal work product. Extracts incident details, chronological narrative, involved parties, evidence, and officer conclusions. Flags discrepancies, Brady material, procedural issues, and exculpatory evidence. Use when summarizing police reports, arrest reports, officer narratives, or law enforcement documentation for criminal defense, personal injury, civil rights, or insurance litigation.
    34 repo stars
42. ▌
    Pre Hearing Statement · casemark

    Drafts a Pre-Hearing Statement of Proof for personal injury litigation. Use when preparing prehearing statements, statements of proof, or evidentiary summaries for hearings before courts or administrative agencies.
    34 repo stars
43. ▌
    Quiet Title Complaint · casemark

    Drafts a court-ready Complaint to Quiet Title for real property disputes. Guides through intake, chain-of-title verification, adverse claim identification, and strategic pleading. Use when drafting quiet title complaints, clearing title defects, challenging adverse possession, resolving boundary disputes, removing invalid liens, or establishing superior title.
    34 repo stars
44. ▌
    Reply Brief Appellant · casemark

    Drafts an appellant's Reply Brief that rebuts the appellee's response and reinforces the case for reversal. Triggers when drafting appellant reply briefs, appellate rebuttals, or the final pre-argument written submission.
    34 repo stars
45. ▌
    Retaliation Complaint · casemark

    Drafts U.S. employment-retaliation complaints with jurisdiction, causation, and remedy sections aligned to the governing statute. Use when counsel needs a filing-ready complaint after a plaintiff alleges adverse action following protected activity. Covers Title VII, FLSA, SOX, and Dodd-Frank retaliation claims, administrative-exhaustion preservation, and prayer-for-relief drafting.
    34 repo stars
46. ▌
    Sentencing Guidelines · casemark

    Calculates federal and state sentencing guideline ranges with precise USSG citations, including base offense levels, specific offense characteristics, Chapter 3 adjustments, criminal history categories, departures, variances, and § 3553(a) factors. Use when calculating sentencing ranges, preparing sentencing memoranda, analyzing presentence reports, or developing sentencing advocacy strategy.
    34 repo stars
47. ▌
    Sentencing Memorandum · casemark

    Drafts defense sentencing memoranda for federal and state criminal proceedings. Covers USSG guidelines analysis, § 3553(a) factors, mitigating evidence, alternative sentencing proposals, and restitution. Use when advocating for a favorable sentence after conviction or guilty plea.
    34 repo stars
48. ▌
    Shareholder Agreement · casemark

    Drafts U.S. shareholder agreements governing ownership, control, transfers, valuation, and exits with enforceable governance and dispute frameworks. Use when drafting or updating shareholder/stockholder agreements, ROFR and buy-sell terms, drag-along/tag-along rights, founder vesting, or closely held governance. Trigger keywords: shareholder agreement, stockholder agreement, ROFR, tag-along, drag-along, buy-sell, cap table, founder vesting.
    34 repo stars
49. ▌
    Shelf Registration S3 · casemark

    Drafts SEC Form S-3 shelf registration statements for eligible U.S. public companies under the Securities Act of 1933. Verifies issuer eligibility (public float, investment grade, WKSI), structures all disclosure sections, and assembles exhibits for delayed or continuous offerings. Use when drafting Form S-3, shelf registration, securities registration, capital markets filings, or continuous offering documents.
    34 repo stars
50. ▌
    Tax Clearance Request · casemark

    Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities. Triggers on tax clearance requests, pre-dissolution tax letters, business sale tax certification, merger tax compliance, asset transfer clearance, or license renewal tax documentation.
    34 repo stars
51. ▌
    Third Party Complaint · casemark

    Drafts a Third-Party Complaint (impleader) under FRCP 14 or state equivalents. Use when a defendant needs to implead a party for indemnification, contribution, subrogation, or breach of warranty during the pleadings phase.
    34 repo stars
52. ▌
    Trademark Coexistence · casemark

    Drafts U.S. trademark coexistence agreements defining permitted use boundaries, differentiation requirements, and confusion-prevention protocols for parties with similar marks. Use when drafting coexistence or consent agreements, concurrent use arrangements, or resolving likelihood-of-confusion disputes without litigation.
    34 repo stars
53. ▌
    Conducting Daily Rounds · casemark

    Structures systematic rounding documentation with overnight events, assessment, and plan updates. Use when documenting daily rounds, updating inpatient plans, or preparing rounding notes.
    34 repo stars
54. ▌
    Creating Teaching Files · casemark

    Curates and annotates imaging cases for educational purposes with clinical correlation. Use when creating teaching files, annotating educational cases, or building case libraries.
    34 repo stars
55. ▌
    Interpreting Urinalysis · casemark

    Structures complete urinalysis interpretation with microscopy correlation and clinical significance. Use when interpreting UA results, correlating microscopy findings, or evaluating renal function markers.
    34 repo stars
56. ▌
    Managing Aortic Disease · casemark

    Guides aortic aneurysm and dissection evaluation with surveillance intervals and intervention thresholds. Use when monitoring aortic aneurysms, evaluating aortic dissection, or determining intervention timing.
    34 repo stars
57. ▌
    Managing Bundling Rules · casemark

    Navigates NCCI edits and CMS bundling policies with correct coding initiative compliance. Use when checking bundling rules, resolving NCCI edits, or managing component coding.
    34 repo stars
58. ▌
    Managing Charge Capture · casemark

    Reviews charge capture completeness with missed charge identification and revenue recovery. Use when auditing charge capture, identifying missing charges, or improving revenue integrity.
    34 repo stars
59. ▌
    Managing Coding Denials · casemark

    Analyzes claim denials and structures appeal documentation with supporting clinical evidence. Use when appealing denied claims, analyzing denial patterns, or preparing appeal documentation.
    34 repo stars
60. ▌
    Managing Drug Shortages · casemark

    Identifies therapeutic alternatives during drug shortages with clinical equivalence assessment. Use when managing drug shortages, finding alternative therapies, or implementing shortage protocols.
    34 repo stars
61. ▌
    Managing Length Of Stay · casemark

    Tracks admission milestones against expected LOS benchmarks with barrier identification. Use when managing length of stay, identifying discharge barriers, or optimizing bed utilization.
    34 repo stars
62. ▌
    Managing Radiation Dose · casemark

    Tracks and optimizes radiation exposure using reference levels and ALARA principles. Use when monitoring radiation dose, optimizing CT protocols, or documenting dose reduction efforts.
    34 repo stars
63. ▌
    Managing Sepsis Bundles · casemark

    Tracks sepsis bundle compliance with lactate timing, fluid resuscitation, and antibiotic administration. Use when managing sepsis protocols, tracking bundle elements, or documenting sepsis care.
    34 repo stars
64. ▌
    Managing Skin Integrity · casemark

    Conducts Braden scale assessment with pressure injury prevention interventions and documentation. Use when assessing skin integrity, calculating Braden scores, or implementing pressure injury prevention.
    34 repo stars
65. ▌
    Reconciling Medications · casemark bundle

    Compares medication lists across care settings to identify discrepancies, duplications, and omissions. Use when performing medication reconciliation, identifying med discrepancies, or verifying discharge prescriptions.
    34 repo stars
66. ▌
    Writing Irb Submissions · casemark

    Creates IRB submission packages with protocol summaries, consent forms, and risk-benefit analysis. Use when submitting to IRB, preparing ethics applications, or writing consent documents.
    34 repo stars
67. ▌
    Analyzing Water Risk · casemark

    Structures water risk assessment with water stress mapping, usage analysis, and regulatory exposure evaluation. Use when analyzing water risk, mapping water stress, or evaluating water-related financial exposure.
    34 repo stars
68. ▌
    Creating Pitch Books · casemark

    Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials.
    34 repo stars
69. ▌
    Managing Dei Metrics · casemark

    Structures diversity, equity, and inclusion data collection with benchmarking and disclosure requirements. Use when analyzing DEI metrics, benchmarking diversity, or preparing DEI disclosures.
    34 repo stars
70. ▌
    Managing Sba Lending · casemark

    Structures SBA loan origination with eligibility verification, packaging requirements, and guarantee documentation. Use when processing SBA loans, verifying eligibility, or preparing SBA packages.
    34 repo stars
71. ▌
    Reconciling Accounts · casemark bundle

    Compares multiple data sources to produce reconciliation reports with break identification and aging analysis. Use when reconciling accounts, identifying breaks, or performing bank reconciliations.
    34 repo stars
72. ▌
    Aml Compliance Program · casemark

    Drafts board-ready Anti-Money Laundering compliance programs for U.S. financial institutions under BSA/FinCEN requirements. Covers CIP, CDD, EDD, SAR/CTR reporting, OFAC screening, risk assessment, training, independent testing, and governance structures. Use when creating or updating AML policies, BSA compliance programs, or financial institution regulatory documentation. Trigger keywords: AML, BSA, FinCEN, Bank Secrecy Act, anti-money laundering, SAR, CTR, OFAC, CIP, CDD, KYC, compliance program.
    34 repo stars
73. ▌
    Authority Verification · casemark bundle

    Verifies legal citations and retrieves source material using the case.dev Legal Research API and CLI. Use when validating a citation, confirming a case exists, pulling source text, finding related authorities, extracting citations from a brief or opinion, or building a filing-ready authority check without branded citator terminology.
    34 repo stars
74. ▌
    Cafa Notice Of Removal · casemark

    Drafts a Notice of Removal under the Class Action Fairness Act (CAFA), 28 U.S.C. § 1332(d), transferring a state court class action to federal court. Covers minimal diversity, aggregate amount in controversy exceeding $5 million, 100+ class members, CAFA exceptions, unanimity, timeliness, and required exhibits. Use when a defendant needs to remove a state-filed class action to federal court within 30 days of service.
    34 repo stars
75. ▌
    Cash Collateral Motion · casemark

    Drafts motions to use cash collateral under 11 U.S.C. § 363. Use when a debtor-in-possession needs court authorization to use cash collateral, typically as a first-day pleading.
    34 repo stars
76. ▌
    CD Tolerance Reference · casemark

    Guides the agent through TRID tolerance compliance under 12 CFR § 1026.19(e)(3), comparing Closing Disclosure fees to Loan Estimate fees across zero, 10% cumulative, and unlimited tolerance categories. Use when reviewing a CD for tolerance variances, determining whether a revised LE is permitted, calculating cure amounts, or resolving post-closing tolerance violations.
    34 repo stars
77. ▌
    Certificate Of Service · casemark

    Drafts certificates of service (proofs of service) for court filings. Use when a filing must be accompanied by proof that copies were served on all parties or counsel. Covers FRCP Rule 5, state equivalents, ECF/e-service, U.S. mail, hand delivery, and overnight courier methods.
    34 repo stars
78. ▌
    Class Action Complaint · casemark

    Drafts federal or state class action complaints satisfying FRCP Rule 23 certification prerequisites. Use when filing class actions, representative plaintiff complaints, Rule 23 certification pleadings, or multi-party consumer/securities/antitrust actions.
    34 repo stars
79. ▌
    Commencement Date Memo · casemark

    Drafts a Commencement Date Memorandum confirming when obligations take effect under an executed agreement. Triggers when formalizing lease commencement dates, documenting condition-precedent satisfaction, or recording the effective date of contractual obligations post-execution.
    34 repo stars
80. ▌
    Contract Summarization · casemark

    Generates structured summaries of U.S. contracts capturing parties, business terms, legal provisions, termination, and dispute resolution. Flags one-sided, ambiguous, or missing standard provisions. Use when summarizing agreements for due diligence, contract review, compliance monitoring, or transaction management — including multi-document sets with exhibits, schedules, and amendments.
    34 repo stars
81. ▌
    Corrective Action Plan · casemark

    Drafts healthcare Corrective Action Plans (CAPs) responding to CMS survey deficiencies, Joint Commission findings, state inspection citations, or internal audit results. Structures root cause analysis, remediation steps, accountability, timelines, and monitoring. Use when drafting plans of correction, responding to immediate jeopardy findings, condition-level citations, or standard-level deficiencies.
    34 repo stars
82. ▌
    Ctpat Security Profile · casemark

    Drafts a submission-ready C-TPAT Security Profile from verified company records for U.S. CBP enrollment, recertification, or validation prep. Use when preparing security profiles for importers, brokers, freight forwarders, or logistics participants. Trigger keywords: C-TPAT, CTPAT, CBP, security profile, customs compliance, validation visit, revalidation.
    34 repo stars
83. ▌
    Customs Protest Form19 · casemark

    Drafts CBP Form 19 protests under 19 U.S.C. § 1514 and 19 C.F.R. Part 174 challenging tariff classification, valuation, origin, and trade preference decisions. Use when drafting customs protests, contesting liquidation decisions, or preparing Form 19 filings within the 180-day jurisdictional deadline.
    34 repo stars
84. ▌
    Deposition Preparation · casemark bundle

    Produces a comprehensive deposition preparation package for taking or defending depositions in U.S. civil litigation. Use this skill whenever the user mentions deposition prep, depo outlines, witness examination planning, deposition strategy, cross-examination preparation, 30(b)(6) witness prep, expert deposition planning, impeachment materials, or asks for help preparing to take or defend any deposition. Also trigger when the user references FRCP 30, deposition notices, deposition exhibit strategy, witness profiling for depositions, or asks about deposition time allocation. Even if the user just says "I have a depo next week" or "help me prep for questioning this witness," use this skill.
    34 repo stars
85. ▌
    Directed Share Program · casemark

    Drafts a Directed Share Program (DSP) agreement governing share allocation and purchase by designated participants in a U.S. public offering or IPO. Covers eligibility, allocation methodology, pricing, settlement, lock-up, indemnification, and SEC/FINRA compliance. Use when preparing DSP documentation for underwritten public offerings, IPO directed share programs, or controlled share purchase programs for employees, directors, and business associates.
    34 repo stars
86. ▌
    Ex Parte Seizure Order · casemark

    Drafts U.S. ex parte seizure orders authorizing immediate property or asset seizure without notice. Enforces the four-factor ex parte standard, FRCP 65, Lanham Act seizure provisions (15 U.S.C. § 1116(d)), bond requirements, and due process safeguards. Use when drafting ex parte seizure orders, TRO-based asset seizure, or IP counterfeiting seizure orders in federal or state court.
    34 repo stars
87. ▌
    Expert Witness Summary · casemark

    Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications, methodology, opinions, assumptions, and quantitative findings into a navigable reference. Use when summarizing expert witness reports, retained expert disclosures, or rebuttal expert reports in US litigation.
    34 repo stars
88. ▌
    Fcpa Compliance Policy · casemark

    Drafts an implementable Foreign Corrupt Practices Act (FCPA) Compliance Policy for U.S.-jurisdictional corporations with international operations. Covers anti-bribery provisions (15 U.S.C. §§ 78dd-1 through -3), accounting provisions (15 U.S.C. §§ 78m(b)(2)(A)-(B)), gift thresholds, tiered third-party due diligence, internal controls, training, and whistleblower protections. Incorporates DOJ/SEC Resource Guide guidance. Use when drafting or updating an FCPA policy, anti-bribery compliance program, corporate ethics policy, or international corruption risk framework.
    34 repo stars
89. ▌
    Habeas Corpus Petition · casemark

    Drafts federal and state habeas corpus petitions challenging unlawful detention on constitutional grounds under 28 U.S.C. §§ 2241, 2254, 2255 with AEDPA compliance, exhaustion tracking, and grounds-for-relief framing. Use when drafting habeas petitions, post-conviction relief filings, or challenging custody on constitutional grounds. Trigger keywords: habeas corpus, writ of habeas corpus, AEDPA, post-conviction relief, unlawful detention, exhaustion of remedies, ineffective assistance of counsel.
    34 repo stars
90. ▌
    Incident Response Plan · casemark

    Drafts incident response plans and playbooks for legal organizations, adapting NIST SP 800-61 to law firm contexts including privilege preservation, ethics obligations, and state breach notification compliance. Use when creating IR plans, cybersecurity playbooks, breach response policies, or data incident procedures for law firms or legal departments.
    34 repo stars
91. ▌
    Insider Trading Policy · casemark

    Drafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted/watch lists, reporting, and enforcement. Use when creating or updating insider trading policies for broker-dealers, investment advisers, or investment companies. Triggers: insider trading policy, 10b5-1 plan, preclearance, restricted list, blackout period, Reg FD, MNPI.
    34 repo stars
92. ▌
    Investigator Agreement · casemark bundle

    Drafts Investigator Agreements for FDA-regulated clinical trials between sponsors and principal investigators. Covers 21 CFR Parts 50, 56, 312/812, ICH GCP E6(R2), IRB governance, data integrity, IP, indemnification, financial terms, and termination. Use when preparing clinical trial investigator agreements, site agreements, PI agreements, or sponsor-investigator contracts for drug, biologic, or device studies.
    34 repo stars
93. ▌
    Legal Research Summary · casemark

    Synthesizes U.S. statutes, case law, and regulatory guidance into attorney-ready litigation research summaries with counterarguments and strategic implications. Use when drafting research memos, case law surveys, statutory/regulatory synthesis, or answering "what is the law on X" questions. Trigger keywords: legal research summary, research memo, case law survey, statutory analysis, regulatory guidance, legal landscape.
    34 repo stars
94. ▌
    Legal Strategy Summary · casemark

    Generates structured litigation strategy summaries synthesizing case facts, legal arguments, procedural tactics, and risk assessments into a unified roadmap. Use when aligning legal teams on case direction, preparing for strategy meetings, or onboarding stakeholders to litigation matters.
    34 repo stars
95. ▌
    Ma Transaction Summary · casemark

    Generates structured M&A transaction summaries from deal documents. Triggers when the user needs to summarize a merger, acquisition, asset purchase, stock purchase, or divestiture, or when preparing board-level deal overviews from definitive agreements and due diligence materials.
    34 repo stars
96. ▌
    Means Test Calculation · casemark

    Calculates the bankruptcy means test from paystub data to determine annualized gross income and compare against state median income thresholds. Covers the 6-month look-back period, YTD subtraction method, pro-rata adjustments, and median income comparison. Use when evaluating Chapter 7 eligibility, performing pre-filing income assessment, or preparing Form 122A-1.
    34 repo stars
97. ▌
    Mortgage Deed Of Trust · casemark

    Drafts recording-ready residential Mortgages or Deeds of Trust with jurisdiction-appropriate instrument selection, uniform covenants, default/foreclosure provisions, and execution formalities. Use when drafting mortgage instruments, deeds of trust, security instruments for home loans, or real estate financing documents.
    34 repo stars
98. ▌
    Parole Hearing Summary · casemark

    Summarizes parole hearing transcripts into structured analytical documents covering case identification, inmate testimony, victim impact, evidence review, board decision, and strategic analysis. Use when summarizing parole hearings, board decisions, parole denials, parole grant conditions, or preparing for future hearings and post-conviction strategy.
    34 repo stars
99. ▌
    Plea Agreement Summary · casemark

    Generates structured summaries of criminal plea agreements. Triggers when summarizing plea deals, preparing for plea colloquy, or creating quick-reference digests of negotiated resolutions in criminal defense matters.
    34 repo stars
100. ▌
     Preliminary Injunction · casemark

     Drafts a Motion for Preliminary Injunction applying the Winter four-factor test with jurisdiction-specific procedural compliance. Covers merits analysis, irreparable harm, equities balancing, bond, and proposed order language. Use when filing for preliminary injunction, TRO, temporary restraining order, or emergency injunctive relief in federal or state court.
     34 repo stars