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CaseMark

@casemark source repo

2,101 published skills · page 19 of 22

  1. ▌
    Private Placement Memo · casemark
    Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
    34 repo stars
  2. ▌
    Rec Purchase Agreement · casemark
    Drafts Renewable Energy Credit (REC) Purchase Agreements for US jurisdictions, covering product specifications, tracking system protocols (WREGIS, PJM-GATS, M-RETS, NEPOOL-GIS), RPS compliance, voluntary certification (Green-e), title transfer, and regulatory change provisions. Use when drafting REC purchase agreements, environmental commodity contracts, renewable energy credit transactions, or RPS compliance documentation.
    34 repo stars
  3. ▌
    Request For Admissions · casemark
    Drafts Requests for Admissions under FRCP 36 or state equivalents for personal injury litigation. Extracts facts from case documents to produce numbered admission requests covering factual matters, document authentication, and law-to-fact application. Use when drafting RFAs, narrowing trial issues, authenticating exhibits, or preparing discovery requests.
    34 repo stars
  4. ▌
    Retail Lease Agreement · casemark
    Drafts a U.S. retail lease agreement for shopping center or commercial property tenancies, covering base rent, percentage rent with gross sales definitions, CAM charges, continuous operation obligations, tenant improvement allowances, exclusive use clauses, radius restrictions, and default/remedies provisions. Use when drafting or negotiating retail leases, shopping center leases, or commercial storefront tenancy agreements. Trigger keywords: retail lease, shopping center lease, percentage rent, CAM charges, gross sales, exclusive use, radius restriction, tenant improvement allowance, triple net.
    34 repo stars
  5. ▌
    Revocable Living Trust · casemark
    Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrative powers tailored to state law. Covers individual and joint trusts, spendthrift clauses, and incapacity planning. Use when drafting living trusts, inter vivos trusts, revocable trusts, or estate planning trust instruments.
    34 repo stars
  6. ▌
    Saas License Agreement · casemark
    Drafts SaaS License Agreements for cloud-based software subscriptions covering access-based licensing, fees, SLAs, IP, data protection, indemnification, and liability caps. Triggers when the user needs a SaaS agreement, software subscription contract, cloud service license, or technology subscription terms.
    34 repo stars
  7. ▌
    Space Law Case Summary · casemark
    Generates structured summaries of space law cases involving satellite deployment, space debris, orbital conflicts, launch licensing, and international treaty disputes. Synthesizes the Outer Space Treaty, Liability Convention, U.S. Commercial Space Launch Act, FCC/FAA regulations, and ITAR/EAR export controls. Use when summarizing space law disputes, debris liability claims, orbital slot conflicts, or regulatory matters.
    34 repo stars
  8. ▌
    Subscription Agreement · casemark
    Drafts U.S. corporate subscription agreements for SaaS and service relationships. Extracts deal terms and produces a balanced agreement covering scope, fees, term/renewal, IP, data protection, warranties, liability, and boilerplate. Use when drafting a "subscription agreement", "SaaS agreement", "service subscription", "membership agreement", "auto-renewal contract", or "SLA agreement".
    34 repo stars
  9. ▌
    Summary Judgment Brief · casemark
    Drafts FRCP 56 summary judgment motion briefs for U.S. commercial litigation. Synthesizes discovery evidence with controlling authority to show no genuine dispute of material fact. Use when drafting MSJ briefs, dispositive motions, or partial summary judgment papers post-discovery.
    34 repo stars
  10. ▌
    Summons Service Packet · casemark
    Drafts court-ready summons and service packets for civil personal injury litigation. Produces civil cover sheet, summons, complaint shell, service instructions, proof of service, and filing checklist with federal/state jurisdictional compliance. Use when preparing initial filing packages, commencing lawsuits, drafting summons forms, or assembling service of process documents.
    34 repo stars
  11. ▌
    Trademark Cease Desist · casemark
    Drafts U.S. trademark cease-and-desist letters asserting ownership, documenting infringement, and issuing cure demands with deadlines. Trigger when the user needs a cease-and-desist letter, trademark infringement notice, brand enforcement demand, Lanham Act notice, or a demand to stop use of a confusingly similar mark.
    34 repo stars
  12. ▌
    Underwriting Agreement · casemark
    Drafts a firm-commitment underwriting agreement for SEC-registered U.S. public offerings, covering purchase terms, greenshoe, reps and warranties, covenants, closing conditions, indemnification, and market-out rights. Use when drafting or reviewing underwriting agreements, firm commitment deals, over-allotment options, or listing approvals; trigger on "underwriting agreement", "firm commitment", "public offering", "greenshoe", "over-allotment", "registration statement", "prospectus".
    34 repo stars
  13. ▌
    Urban Planning Summary · casemark
    Summarizes legal issues in urban development projects covering zoning, land use disputes, and environmental compliance. Generates structured briefings for municipalities, developers, and legal counsel. Use when reviewing zoning ordinances, land use applications, environmental impact statements, or comprehensive plans before development or planning decisions.
    34 repo stars
  14. ▌
    Analyzing Flow Cytometry · casemark
    Interprets flow cytometry panels for hematologic malignancy classification and minimal residual disease. Use when analyzing flow cytometry, classifying lymphomas/leukemias, or documenting immunophenotyping.
    34 repo stars
  15. ▌
    Auditing Coding Accuracy · casemark
    Reviews coded encounters for accuracy using OIG compliance guidelines and CMS documentation requirements. Use when auditing medical codes, reviewing coding accuracy, or conducting compliance audits.
    34 repo stars
  16. ▌
    Conducting Meta Analyses · casemark
    Performs meta-analysis with heterogeneity assessment, forest plot generation, and GRADE evidence grading. Use when conducting meta-analyses, assessing heterogeneity, or grading evidence quality.
    34 repo stars
  17. ▌
    Managing Cardiac Devices · casemark
    Interprets pacemaker and ICD interrogation data with programming optimization documentation. Use when reviewing device interrogations, managing pacemaker settings, or documenting ICD therapies.
    34 repo stars
  18. ▌
    Managing Contact Tracing · casemark
    Structures contact tracing operations with case investigation, contact identification, and monitoring protocols. Use when conducting contact tracing, managing case investigations, or monitoring exposed contacts.
    34 repo stars
  19. ▌
    Managing Dental Sedation · casemark
    Documents conscious sedation with patient selection, monitoring parameters, and recovery assessment. Use when providing dental sedation, documenting sedation monitoring, or managing sedation recovery.
    34 repo stars
  20. ▌
    Managing Fall Prevention · casemark
    Implements fall risk assessment (Morse, Hendrich) with intervention protocols. Use when assessing fall risk, implementing prevention strategies, or documenting fall prevention measures.
    34 repo stars
  21. ▌
    Policy Manual · casemark
    Generates structured policy manual summaries that distill complex legal policies and compliance guidelines into employee-facing reference documents organized by functional area. Use when creating compliance manuals, employee policy guides, regulatory summaries, onboarding compliance materials, or organizational procedure handbooks.
    34 repo stars
  22. ▌
    Reg Bi Policy · casemark
    Drafts board-ready Suitability and Best Interest policies for broker-dealers under FINRA Rule 2111 and SEC Regulation Best Interest (Reg BI). Covers the four Reg BI component obligations, suitability framework, Form CRS integration, supervision, and recordkeeping. Use when drafting Reg BI compliance policies, suitability procedures, or best interest obligation frameworks for financial services firms.
    34 repo stars
  23. ▌
    Risk Analysis · casemark
    Generates structured risk analysis summaries for legal matters, identifying and evaluating risks by severity and likelihood with quantified exposures and mitigation strategies. Use when preparing risk assessments, exposure analyses, liability summaries, or pre-filing risk evaluations across litigation, regulatory, contractual, reputational, and operational domains.
    34 repo stars
  24. ▌
    Tender Denial · casemark
    Drafts legally defensible denial letters rejecting tendered defense and indemnification demands. Analyzes indemnification provisions, builds substantive and procedural grounds for denial, preserves rights, and positions client for coverage litigation. Use when denying tender obligations, rejecting indemnification demands, responding to defense tenders, or drafting coverage denial correspondence.
    34 repo stars
  25. ▌
    Tender Letter · casemark
    Drafts formal legal tender letters serving as official notice of payment or performance of contractual obligations. Grounds the letter in contracts, invoices, and correspondence to protect the sender's legal position. Use when drafting tender of payment letters, tender of performance notices, or formal fulfillment communications in litigation or pre-litigation contexts.
    34 repo stars
  26. ▌
    Transactional · casemark
    Routes and governs transactional legal work—contracts, deals, and business formations. Covers M&A, real estate, financing, franchise, employment, asset purchase, estate planning, IP licensing, and commercial leasing. Triggers on any transactional matter, deal structuring, contract drafting, or entity formation task.
    34 repo stars
  27. ▌
    Managing Asthma · casemark
    Structures asthma management per NAEPP guidelines with stepwise therapy and action plans. Use when managing asthma, adjusting controller medications, or creating asthma action plans.
    34 repo stars
  28. ▌
    Appeal Summary · casemark
    Generates structured analytical summaries of appellate documents covering procedural posture, issues on appeal, standards of review, and strategic assessment. Use when onboarding to an appeal, preparing for oral argument, evaluating appellate risk, or summarizing the appellate record.
    34 repo stars
  29. ▌
    Bill Of Lading · casemark
    Drafts a U.S. ocean Bill of Lading (B/L) functioning as receipt, contract of carriage, and document of title under COGSA or Hague-Visby. Covers negotiable and straight B/Ls, cargo description, freight allocation, and core carriage clauses. Use when drafting or reviewing a bill of lading, master/house B/L, ocean shipment documentation, or title transfer. Trigger keywords: bill of lading, B/L, ocean carriage, COGSA, Hague-Visby, negotiable, straight, master bill, house bill.
    34 repo stars
  30. ▌
    Breach Summary · casemark
    Summarizes cybersecurity breach incidents into structured legal and compliance records. Trigger when synthesizing incident reports, forensics, logs, or notifications into a defensible chronology, scope-impact analysis, response ledger, or regulatory-risk assessment. Keywords: data breach, incident response, unauthorized access, ransomware, exfiltration, GDPR, CCPA, HIPAA.
    34 repo stars
  31. ▌
    Ciia Agreement · casemark
    Drafts Confidentiality and Invention Assignment Agreements (CIIAs) for U.S. companies with jurisdiction-specific invention carve-outs, DTSA whistleblower notices, and restrictive covenants. Use when drafting employee confidentiality agreements, invention assignment agreements, proprietary information agreements, or IP assignment provisions for onboarding, corporate formation, or employment contexts.
    34 repo stars
  32. ▌
    Commercial Psa · casemark
    Drafts Purchase and Sale Agreements for commercial real estate transactions (office, retail, industrial, multifamily). Triggers when the user needs a commercial PSA, purchase agreement, sale contract, or acquisition agreement. Extracts deal terms from uploaded documents and structures all major provisions.
    34 repo stars
  33. ▌
    Consent Letter · casemark
    Drafts enforceable third-party consent letters for transactional matters such as asset purchases and deal closings. Identifies parties, transaction details, and regulatory considerations, then structures precise authorizations with scope limitations and protective provisions. Use when drafting third-party consents, authorization letters, access permissions, assignment consents, or disclosure authorizations.
    34 repo stars
  34. ▌
    Demand Package · casemark
    Compiles pre-suit or pre-settlement demand packages for U.S. commercial litigation plaintiffs. Assembles demand letter, damages calculation, and exhibit set. Use when drafting demand packages, pre-litigation settlement demands, or breach-and-cure notices.
    34 repo stars
  35. ▌
    Discovery Plan · casemark
    Drafts Joint Discovery Plans and Proposed Scheduling Orders under FRCP 26(f) or state equivalents. Analyzes pleadings, court requirements, and case complexity to produce discovery timelines, ESI protocols, privilege procedures, and scheduling deadlines. Use when preparing Rule 26(f) reports, proposed scheduling orders, case management plans, or discovery frameworks after meet-and-confer.
    34 repo stars
  36. ▌
    Fmla Complaint · casemark
    Drafts litigation-ready FMLA violation complaints under 29 U.S.C. § 2617 for federal court or DOL filing. Covers eligibility, interference, retaliation, notice timelines, and damages. Use when drafting FMLA complaints, family medical leave interference claims, FMLA retaliation pleadings, or employment leave violation actions.
    34 repo stars
  37. ▌
    Franchise Rofr · casemark
    Drafts a First Right of Refusal Agreement for franchise relationships, granting the franchisor priority purchase rights on third-party offers for the franchised business. Covers notice procedures, exercise periods, bona fide offer requirements, covered transfers, excluded transfers, valuation mechanics, and closing procedures. Use when supplementing franchise agreements with ROFR provisions, protecting franchisor control over brand operators, or drafting transfer-restriction supplements.
    34 repo stars
  38. ▌
    Healthcare Poa · casemark
    Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers scope of authority, life-sustaining treatment directives, HIPAA authorization, organ donation preferences, and jurisdiction-specific execution formalities. Use when the user mentions healthcare power of attorney, medical power of attorney, healthcare proxy, healthcare agent designation, HCPOA, medical decision-making authority, or advance healthcare directive naming an agent. Also trigger when the user asks about HIPAA authorization for a healthcare agent, life-sustaining treatment elections, or state-specific execution requirements for healthcare proxy documents.
    34 repo stars
  39. ▌
    Intake Summary · casemark
    Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source mapping. Use for corporate governance intake, new matter onboarding, and client management summaries. Trigger keywords: client intake summary, intake form, consultation notes, corporate governance, new matter overview.
    34 repo stars
  40. ▌
    Lease Guaranty · casemark
    Drafts unconditional guaranty agreements for commercial lease obligations, maximizing landlord protection with enforceable payment-and-performance guarantees. Use when securing personal or corporate guarantees alongside commercial leases, preparing continuing guaranty documents, or drafting guarantor waiver and liability provisions.
    34 repo stars
  41. ▌
    Legal Research · casemark
    Guides legal research from issue framing through authority collection, jurisdiction scoping, source prioritization, synthesis, and pre-filing updates. Use when planning or auditing legal research, building a research trail, developing rule statements, comparing authorities, or updating citations before filing.
    34 repo stars
  42. ▌
    Mta Biological · casemark
    Drafts Material Transfer Agreements for biological materials between research institutions and commercial entities. Covers material characterization (BSL levels, select agents, GMOs), permitted use, IP allocation, publication rights, and regulatory compliance (NIH Guidelines, Bayh-Dole, ITAR/EAR, select agent regulations). Use when drafting MTAs, biological material transfer terms, or research collaboration agreements involving biological specimens.
    34 repo stars
  43. ▌
    Parenting Plan · casemark
    Drafts jurisdiction-compliant parenting plans covering custody frameworks, time-sharing schedules, decision-making allocation, financial provisions, relocation, and dispute resolution. Adapts terminology and structure to state-specific statutory requirements. Use when drafting custody agreements, parenting time schedules, time-sharing plans, or co-parenting arrangements in family law proceedings.
    34 repo stars
  44. ▌
    Patent Summary · casemark
    Generates structured, prosecution-ready summaries of patent applications covering bibliographic data, claims analysis, and strategic observations. Use when summarizing patent filings, preparing for prosecution, conducting portfolio review, licensing negotiations, or freedom-to-operate analysis.
    34 repo stars
  45. ▌
    Pi Intake Form · casemark
    Drafts a structured personal injury client intake form for initial consultations covering client identification, incident details, injury/treatment history, insurance, prior legal history, and authorizations. Supports conflict checking, case evaluation, and engagement setup. Use when onboarding a new PI client, creating intake questionnaires, or building pre-filing client records. Trigger keywords: personal injury intake, client onboarding, PI questionnaire, accident intake, injury claim intake.
    34 repo stars
  46. ▌
    Plea Agreement · casemark
    Drafts criminal defense plea agreements formalizing negotiated resolutions between defendant and prosecution. Covers charge specifications, factual basis, sentencing recommendations, rights waivers, cooperation terms, and breach provisions. Use when drafting plea deals, guilty plea agreements, no contest pleas, or cooperation agreements in criminal matters.
    34 repo stars
  47. ▌
    Policy Summary · casemark
    Summarizes policy documents, regulations, and legislative materials into structured briefings with compliance insights. Triggers when the user needs a policy summary, regulatory overview, legislative breakdown, or compliance briefing from uploaded policy materials.
    34 repo stars
  48. ▌
    Pour Over Will · casemark
    Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianship, debt/tax payment, specific bequests, the central pour-over clause, and execution formalities with self-proving affidavit. Use when drafting pour-over wills, testamentary trust transfers, estate planning safety nets, or residuary estate instruments. Trigger keywords: pour-over will, residuary estate, revocable trust, testamentary transfer, UTATA, personal representative, guardian nomination, self-proving affidavit.
    34 repo stars
  49. ▌
    Protest Notice · casemark
    Drafts a formal Notice of Intent to Protest Award for federal contracts under FAR 33.103, 33.104, and 4 C.F.R. Part 21. Use when a client receives an adverse contract award decision and must preserve GAO protest rights within the 10-day jurisdictional deadline. Covers bid protests, stay of performance requests, and contracting officer notifications.
    34 repo stars
  50. ▌
    Safe Agreement · casemark
    Drafts Simple Agreements for Future Equity (SAFE) for early-stage venture capital financing with valuation cap/discount mechanics, investor qualifications, and securities compliance. Use when drafting SAFEs, pre-seed investment documents, convertible equity instruments, or YC-style SAFE notes.
    34 repo stars
  51. ▌
    Sam Reps Certs · casemark
    Drafts Representations and Certifications documents for SAM.gov federal contractor registration. Use when registering entities in SAM.gov, updating annual registrations, preparing government contracting eligibility documents, or working with UEI, NAICS codes, business size determinations, and FAR compliance representations.
    34 repo stars
  52. ▌
    Snda Agreement · casemark
    Drafts a tri-party Subordination, Non-Disturbance, and Attornment Agreement (SNDA) for commercial real estate. Use when a lender requires lease subordination, a tenant needs foreclosure protection, or parties are negotiating non-disturbance terms in new financing, refinancing, or lease priority disputes.
    34 repo stars
  53. ▌
    Ti Work Letter · casemark
    Drafts a Tenant Improvement Work Letter exhibit for commercial leases. Trigger when the user needs a work letter, TI letter, tenant build-out exhibit, or improvement allowance agreement for a commercial leasing transaction.
    34 repo stars
  54. ▌
    Track Deposits · casemark
    Traces deposits from receipt through disbursement across bank statements and financial records, producing transaction matrices, fund-flow timelines, and evidentiary chains of custody. Flags structuring, commingling, trust account violations, and unexplained gaps. Use when tracking deposits, tracing funds, auditing trust accounts, or analyzing bank statements during discovery.
    34 repo stars
  55. ▌
    Trid Tolerance · casemark
    Classifies closing costs into zero, 10% cumulative, and unlimited tolerance buckets under 12 CFR § 1026.19(e)(3). Validates changed circumstances for revised Loan Estimates and computes cure amounts. Use when reviewing a Closing Disclosure against a Loan Estimate, calculating tolerance variances, determining whether a revised LE is permitted, or computing cure amounts for tolerance violations.
    34 repo stars
  56. ▌
    Managing Obesity · casemark
    Guides comprehensive obesity management with BMI tracking, lifestyle interventions, medication options, and surgical referral criteria. Use when managing weight, counseling on obesity, or evaluating bariatric surgery candidacy.
    34 repo stars
  57. ▌
    Transcription · casemark
    Transcribes audio and video files through case.dev with speaker diarization. Supports MP3, WAV, M4A, FLAC, OGG, WEBM, MP4 up to 5GB. Use when the user mentions "transcribe", "transcription", "deposition recording", "hearing audio", "speaker labels", or needs to convert audio/video to text.
    34 repo stars
  58. ▌
    30b6 Deposition · casemark
    Guides taking and defending Rule 30(b)(6) corporate representative depositions. Drafts topic lists with reasonable particularity, builds examination outlines for binding corporate admissions, analyzes noticed topics for objections, and prepares designees. Use when drafting 30(b)(6) notices, preparing corporate deposition topics, selecting or preparing designees, or defending corporate representative depositions.
    34 repo stars
  59. ▌
    Appellant Brief · casemark
    Drafts the appellant's opening brief challenging a lower court decision in federal or state appellate courts. Covers issue selection, standard of review framing, record citation, argument structure, and procedural compliance under FRAP 28/32 or state equivalents. Use when preparing an appellant's opening brief, selecting appellate issues, structuring appellate arguments, or demonstrating reversible error on appeal.
    34 repo stars
  60. ▌
    Article Summary · casemark
    Generates structured 500-800 word summaries of legal articles distilling thesis, methodology, arguments, authorities, conclusions, and significance. Triggers when summarizing legal scholarship, reviewing law review articles, preparing literature reviews, or triaging articles for full reading.
    34 repo stars
  61. ▌
    Billing Summary · casemark
    Produces privilege-safe U.S. corporate legal billing summaries from time and expense data. Converts entries into client-friendly narratives with categorized hours, rates, expenses, and milestones while enforcing engagement-letter rules and ethical billing safeguards. Use when asked to create a billing summary, invoice narrative, timekeeper breakdown, expense summary, or fee narrative.
    34 repo stars
  62. ▌
    Case Chronology · casemark
    Produces U.S. litigation case chronologies with dated timelines, executive summaries, source attribution, gap analysis, and investigation recommendations. Use when asked for a chronology, timeline, case summary, or executive summary of a legal matter, or during case intake, deposition prep, or trial prep.
    34 repo stars
  63. ▌
    Client Advisory · casemark
    Drafts client advisory memoranda translating legal developments into actionable guidance with impact analysis, Bluebook citations, and compliance recommendations. Use when preparing client alerts, regulatory updates, legal bulletins, or proactive advisory summaries.
    34 repo stars
  64. ▌
    Code Of Conduct · casemark
    Drafts a Code of Business Conduct and Ethics satisfying SEC, SOX §406, and exchange listing requirements. Incorporates company-specific values and regulatory context into an enforceable ethical framework. Use when drafting corporate governance documents, ethics codes, compliance policies, or business ethics frameworks for public companies or regulated industries.
    34 repo stars
  65. ▌
    Cpom Compliance · casemark
    Drafts Corporate Practice of Medicine (CPOM) compliance structure documents for healthcare entities. Covers compliant organizational models (PC/PA, MSO, friendly PC), MSA architecture, operational compliance checklists, and state-specific regulatory analysis. Use when structuring healthcare operations, reviewing CPOM compliance, drafting MSO/MSA arrangements, or advising on physician practice ownership in CPOM-restricted jurisdictions.
    34 repo stars
  66. ▌
    Far Subcontract · casemark
    Drafts FAR-compliant subcontract agreements between prime contractors and subcontractors under U.S. federal government prime contracts. Handles mandatory flow-down of FAR/DFARS/agency clauses, contract-type pricing, security/clearance, IP/data rights, and termination. Use when drafting government subcontracts, FAR flow-down clauses, or prime-sub agreements.
    34 repo stars
  67. ▌
    Grant Agreement · casemark
    Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit funding agreements, or foundation grant contracts.
    34 repo stars
  68. ▌
    Ind Application · casemark
    Drafts FDA Investigational New Drug (IND) applications under 21 CFR Part 312, including Form 1571, Investigator's Brochure, clinical protocols, CMC sections, and nonclinical data packages. Use when preparing IND submissions, pre-IND packages, IND amendments, or clinical trial authorization documents.
    34 repo stars
  69. ▌
    Lease Amendment · casemark
    Drafts lease amendment agreements that modify specific provisions of existing commercial or residential leases while preserving the original agreement's enforceability. Handles rent modifications, term extensions, use changes, maintenance reallocation, and new provisions. Trigger when drafting lease amendments, modifications, addenda, or change agreements for real estate transactions.
    34 repo stars
  70. ▌
    Med Mal Summary · casemark
    Produces structured medical malpractice case summaries from medical records for personal injury litigation. Extracts chronological care narratives, identifies potential standard-of-care breaches, traces causation, assesses damages, and flags expert needs and statute of limitations issues. Use when evaluating medical negligence claims, onboarding med-mal matters, or assessing case merits during pre-filing or discovery.
    34 repo stars
  71. ▌
    Mediation Brief · casemark
    Drafts mediation briefs for commercial litigation that educate the mediator on facts, law, damages, and litigation risks while advancing settlement. Use when preparing for mediation sessions, drafting pre-mediation submissions, or creating settlement briefs.
    34 repo stars
  72. ▌
    Notice Of Entry · casemark
    Drafts contract-compliant Notice of Property Entry letters that satisfy Access Agreement advance-notice, scope, and delivery requirements. Trigger when the user mentions notice of entry, right-of-entry notice, property entry notice, access agreement notice, property inspection notification, business-day calendar calculations for entry, COI delivery before property access, or documenting scope/personnel for a real property inspection, environmental assessment, or construction access.
    34 repo stars
  73. ▌
    Opinion Summary · casemark
    Summarizes U.S. transactional legal opinions into executive-ready briefs preserving issues, analysis, conclusions, qualifications, and key authorities. Triggers when asked to summarize a legal opinion, opinion memorandum, legal analysis memo, or produce an executive opinion recap.
    34 repo stars
  74. ▌
    Project Summary · casemark
    Generates structured legal project management summaries with RAG status indicators, budget variance analysis, and prioritized action items. Use when creating matter status reports, project updates, portfolio reviews, or resource allocation summaries for litigation, transactional, or regulatory matters.
    34 repo stars
  75. ▌
    Proxy Statement · casemark
    Drafts a SEC Regulation 14A / Rule 14a-3 compliant annual meeting proxy statement (DEF 14A) covering notice, governance, executive compensation, related-party transactions, shareholder proposals, and voting procedures. Use when preparing proxy materials, annual meeting notices, or shareholder vote disclosures. Trigger: proxy statement, DEF 14A, annual meeting, proxy solicitation, say-on-pay, auditor ratification, Regulation 14A, Rule 14a-3.
    34 repo stars
  76. ▌
    Risk Assessment · casemark
    Generates structured legal risk assessment reports with categorized risks, 5x5 scoring matrices, and mitigation strategies. Use when preparing risk assessments, due diligence reports, transaction risk reviews, venture analysis, or board-level risk summaries.
    34 repo stars
  77. ▌
    Summarize Files · casemark
    Generates structured summaries of legal documents (contracts, pleadings, correspondence, transactional materials). Triggers when the user asks to summarize case files, agreements, pleadings, or any legal materials for review, onboarding, or status reporting.
    34 repo stars
  78. ▌
    Third Party Snt · casemark
    Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties to supplement government benefits without triggering Medicaid payback obligations. Use when drafting supplemental needs trusts, third-party SNTs, estate planning disability trusts, special needs trust agreements, or any trust intended to preserve SSI/Medicaid eligibility for a disabled beneficiary using third-party assets. Also trigger when the user asks about permissible SNT distributions, in-kind support and maintenance rules, ABLE account coordination, or remainder beneficiary planning for disability trusts.
    34 repo stars
  79. ▌
    Tone Aggressive · casemark
    Applies aggressive advocacy tone to legal writing with forceful, adversarial prose, strong declarative framing, and minimal hedging. Use when drafting opposition briefs, responses to bad-faith conduct, compliance demands, trial briefs, or any document requiring zealous positional advocacy.
    34 repo stars
  80. ▌
    Tone Diplomatic · casemark
    Applies measured, diplomatic tone to legal writing. Triggers when drafting demand letters, settlement communications, motions, briefs, judicial submissions, or opposing counsel correspondence requiring balanced persuasion and professional courtesy.
    34 repo stars
  81. ▌
    Witness Summary · casemark
    Generates structured summaries of witness statements for litigation, extracting chronological narratives, key facts, credibility indicators, and evidentiary value. Use when summarizing depositions, declarations, affidavits, or witness testimony during discovery, pre-trial, or trial preparation.
    34 repo stars
  82. ▌
    Written Consent · casemark
    Drafts Written Consents in Lieu of Meeting for corporate boards or shareholders. Ensures compliance with state corporate law (e.g., DGCL §§141(f), 228), bylaws, and governing documents. Use when drafting board consent, shareholder consent, unanimous written consent, action by written consent, or consent in lieu of meeting.
    34 repo stars
  83. ▌
    Adoption Summary · casemark
    Produces structured U.S. adoption-law summaries for litigation and client-facing use. Use when asked to summarize adoption law, draft pre-filing research briefs, create jurisdiction-specific issue memoranda, or prepare client education documents. Triggers: adoption summary, domestic adoption, intercountry adoption, Hague adoption, foster care adoption, TPR in adoption, stepparent/relative adoption, post-adoption rights.
    34 repo stars
  84. ▌
    Advisory Summary · casemark
    Drafts U.S. regulatory client advisory summaries translating legal developments into actionable risk and compliance guidance. Use when a client needs a proactive memo, client alert, or legal-update brief for a new law, case, rulemaking, agency guidance, or pending reform. Trigger on requests for "client advisory," "regulatory update," "legal alert," "compliance briefing," "new law summary," or "quarterly advisory."
    34 repo stars
  85. ▌
    Amicus Coalition · casemark
    Manages end-to-end workflow for multi-organization amicus coalition briefs in appellate courts. Covers single-pen drafting governance, position alignment, conflict resolution, documented sign-offs, FRAP 29/Rule 37.6 disclosures, FRAP 26.1 corporate disclosures, cover formatting for multiple amici, and compliant filing. Use when coordinating coalition amicus briefs, managing sign-offs, drafting joint friend-of-court briefs, handling multi-amici filing, or resolving inter-organization conflicts. Triggers on phrases like "coalition brief," "12 orgs joining this amicus," or "coordinate the amicus."
    34 repo stars
  86. ▌
    Aviation Summary · casemark
    Generates structured U.S. aviation-law summaries by synthesizing FAA, DOT, and TSA rules, treaties, and precedent into actionable legal analysis. Use when briefing on air traffic rights, aircraft operations, airworthiness, carrier liability, or incident/compliance exposure. Trigger: aviation law, FAA, DOT, TSA, 14 CFR, Part 121/125/135, Montreal Convention, Warsaw Convention, ICAO, route authority, code-sharing, slot allocation, accident liability.
    34 repo stars
  87. ▌
    Bad Faith Demand · casemark
    Drafts time-limited policy-limits demand letters that create an opportunity-to-settle record for third-party bad faith exposure. Use when the user mentions time-limited demand, policy limits demand, bad faith notice, Stowers demand, civil remedy notice, failure to settle demand, excess exposure letter, insurer settlement opportunity, or needs help with acceptance mechanics for a policy-limits offer. Also trigger for Georgia O.C.G.A. § 9-11-67.1 compliance, Florida statutory bad faith prerequisites, or documenting insurer refusal to settle.
    34 repo stars
  88. ▌
    Blue Sky Filings · casemark
    Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities preemption, classifies offerings under Regulation D/Rule 506 or alternative federal exemptions, maps state jurisdictional nexus distinguishing offers from sales, and generates a state-by-state filing plan with Form D/EFD workflow, fee schedules, amendment triggers, and renewal calendars. Use this skill when advising on private placement Blue Sky compliance, Reg D notice filings, multi-state offering coordination, state securities registration exemptions, Form D filings, EFD submissions, or state fee budgeting. Also trigger when the user mentions covered securities preemption, NSMIA analysis, or asks about state notice filing requirements. Even if the user just says "Blue Sky" or "state filings for our raise," use this skill.
    34 repo stars
  89. ▌
    Ca Privilege Log · casemark
    Generates California-compliant privilege logs for withheld or redacted discovery materials under CCP 2031.240. Use when the user mentions privilege log drafting, California privilege log, CCP 2031.240, attorney-client privilege logging, work product designation, Evid. Code 952/954, CCP 2018.030, redaction logging, meet-and-confer privilege disputes, waiver analysis, common interest doctrine, or asks for help documenting withheld documents. Also trigger on references to Hernandez v. Superior Court, Costco Wholesale, or Wellpoint.
    34 repo stars
  90. ▌
    Class Claim Form · casemark
    Drafts U.S. class action settlement claim forms compliant with FRCP 23 and court approval orders. Triggers on claim form drafting, settlement administrator packets, online claim workflows, or class member submission forms.
    34 repo stars
  91. ▌
    Consent Judgment · casemark
    Drafts enforceable consent judgments with injunctive relief for IP litigation settlement. Triggers when drafting consent judgments, agreed judgments, permanent injunctions, settlement judgments, or stipulated orders resolving disputes without trial.
    34 repo stars
  92. ▌
    Corporate Bylaws · casemark
    Drafts complete U.S. corporate bylaws harmonized with Articles of Incorporation and tailored to state statute (Delaware GCL, MBCA, or state-specific). Use for new corporation formations, governance overhauls, or updating existing bylaws for closely-held or emerging-growth corporations.
    34 repo stars
  93. ▌
    Court Formatting · casemark
    Standardizes U.S. court-filing formatting for pleadings, motions, and briefs. Enforces caption structure, margins, fonts, spacing, pagination, line numbering, and e-filing constraints. Use when formatting court documents, preparing filings, or validating local-rules compliance.
    34 repo stars
  94. ▌
    Coverage Opinion · casemark
    Drafts structured insurance coverage opinions analyzing duty to defend and duty to indemnify for carriers. Applies eight corners rule, policy exclusion analysis, and state-specific law. Use when a carrier receives a claim or lawsuit, needs a coverage determination, reservation of rights analysis, or defense obligation assessment.
    34 repo stars
  95. ▌
    Criminal Summary · casemark
    Generates structured U.S. criminal case summaries from docket materials, filings, transcripts, and exhibits. Covers charge history, evidentiary posture, procedural timeline, plea/trial outcome, and sentencing. Use when asked to summarize a criminal matter, produce a case recap, compile a charge-to-sentencing timeline, or create a neutral case brief.
    34 repo stars
  96. ▌
    Escrow Agreement · casemark
    Drafts tripartite U.S. escrow agreements for M&A and commercial closings, covering escrow property, deposit mechanics, release conditions, dispute handling, agent duties/limits, indemnity, fees, and termination. Use when asked to draft an escrow agreement, escrow instructions, holdback/indemnity escrow, closing escrow, or escrow agent agreement.
    34 repo stars
  97. ▌
    Judgment Summary · casemark
    Produces structured U.S. litigation judgment summaries from court opinions or final orders. Use when summarizing a judgment, opinion, final decision, post-trial ruling, appeal outcome, or case disposition brief. Covers caption, procedural history, facts, issues, standards of review, holdings, precedent treatment, concurrences/dissents, disposition, and practical implications with pinpoint citations.
    34 repo stars
  98. ▌
    Know How License · casemark
    Drafts Know-How License Agreements for licensing trade secrets, confidential processes, and proprietary methodologies where value derives from secrecy rather than patents. Reviews transaction documents to extract deal terms, financial structures, and exclusivity provisions. Use when drafting know-how licenses, trade secret licenses, technology transfer agreements, or confidential information licensing agreements.
    34 repo stars
  99. ▌
    Legal Memorandum · casemark
    Drafts objective internal legal memoranda using the CREAC method with structured header, questions presented, brief answers, statement of facts, analysis, and strategic recommendations. Use when drafting legal memos, research memoranda, pre-trial analysis, or any objective internal legal analysis document.
    34 repo stars
  100. ▌
    Letter Of Intent · casemark
    Drafts corporate Letters of Intent for M&A and business transactions, structuring binding vs. non-binding provisions, deal terms, exclusivity, and confidentiality. Use when drafting LOIs, preliminary term sheets, deal memoranda, or pre-definitive agreement correspondence.
    34 repo stars