CaseMark
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- ▌ Private Placement Memo · casemarkDrafts 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.
- ▌ Rec Purchase Agreement · casemarkDrafts 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.
- ▌ Request For Admissions · casemarkDrafts 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.
- ▌ Retail Lease Agreement · casemarkDrafts 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.
- ▌ Revocable Living Trust · casemarkDrafts 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.
- ▌ Saas License Agreement · casemarkDrafts 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.
- ▌ Space Law Case Summary · casemarkGenerates 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.
- ▌ Subscription Agreement · casemarkDrafts 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".
- ▌ Summary Judgment Brief · casemarkDrafts 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.
- ▌ Summons Service Packet · casemarkDrafts 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.
- ▌ Trademark Cease Desist · casemarkDrafts 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.
- ▌ Underwriting Agreement · casemarkDrafts 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".
- ▌ Urban Planning Summary · casemarkSummarizes 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.
- ▌ Analyzing Flow Cytometry · casemarkInterprets flow cytometry panels for hematologic malignancy classification and minimal residual disease. Use when analyzing flow cytometry, classifying lymphomas/leukemias, or documenting immunophenotyping.
- ▌ Auditing Coding Accuracy · casemarkReviews coded encounters for accuracy using OIG compliance guidelines and CMS documentation requirements. Use when auditing medical codes, reviewing coding accuracy, or conducting compliance audits.
- ▌ Conducting Meta Analyses · casemarkPerforms meta-analysis with heterogeneity assessment, forest plot generation, and GRADE evidence grading. Use when conducting meta-analyses, assessing heterogeneity, or grading evidence quality.
- ▌ Managing Cardiac Devices · casemarkInterprets pacemaker and ICD interrogation data with programming optimization documentation. Use when reviewing device interrogations, managing pacemaker settings, or documenting ICD therapies.
- ▌ Managing Contact Tracing · casemarkStructures contact tracing operations with case investigation, contact identification, and monitoring protocols. Use when conducting contact tracing, managing case investigations, or monitoring exposed contacts.
- ▌ Managing Dental Sedation · casemarkDocuments conscious sedation with patient selection, monitoring parameters, and recovery assessment. Use when providing dental sedation, documenting sedation monitoring, or managing sedation recovery.
- ▌ Managing Fall Prevention · casemarkImplements fall risk assessment (Morse, Hendrich) with intervention protocols. Use when assessing fall risk, implementing prevention strategies, or documenting fall prevention measures.
- ▌ Policy Manual · casemarkGenerates 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.
- ▌ Reg Bi Policy · casemarkDrafts 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.
- ▌ Risk Analysis · casemarkGenerates 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.
- ▌ Tender Denial · casemarkDrafts 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.
- ▌ Tender Letter · casemarkDrafts 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.
- ▌ Transactional · casemarkRoutes 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.
- ▌ Managing Asthma · casemarkStructures asthma management per NAEPP guidelines with stepwise therapy and action plans. Use when managing asthma, adjusting controller medications, or creating asthma action plans.
- ▌ Appeal Summary · casemarkGenerates 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.
- ▌ Bill Of Lading · casemarkDrafts 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.
- ▌ Breach Summary · casemarkSummarizes 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.
- ▌ Ciia Agreement · casemarkDrafts 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.
- ▌ Commercial Psa · casemarkDrafts 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.
- ▌ Consent Letter · casemarkDrafts 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.
- ▌ Demand Package · casemarkCompiles 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.
- ▌ Discovery Plan · casemarkDrafts 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.
- ▌ Fmla Complaint · casemarkDrafts 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.
- ▌ Franchise Rofr · casemarkDrafts 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.
- ▌ Healthcare Poa · casemarkDrafts 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.
- ▌ Intake Summary · casemarkProduces 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.
- ▌ Lease Guaranty · casemarkDrafts 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.
- ▌ Legal Research · casemarkGuides 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.
- ▌ Mta Biological · casemarkDrafts 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.
- ▌ Parenting Plan · casemarkDrafts 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.
- ▌ Patent Summary · casemarkGenerates 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.
- ▌ Pi Intake Form · casemarkDrafts 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.
- ▌ Plea Agreement · casemarkDrafts 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.
- ▌ Policy Summary · casemarkSummarizes 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.
- ▌ Pour Over Will · casemarkDrafts 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.
- ▌ Protest Notice · casemarkDrafts 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.
- ▌ Safe Agreement · casemarkDrafts 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.
- ▌ Sam Reps Certs · casemarkDrafts 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.
- ▌ Snda Agreement · casemarkDrafts 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.
- ▌ Ti Work Letter · casemarkDrafts 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.
- ▌ Track Deposits · casemarkTraces 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.
- ▌ Trid Tolerance · casemarkClassifies 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.
- ▌ Managing Obesity · casemarkGuides 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.
- ▌ Transcription · casemarkTranscribes 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.
- ▌ 30b6 Deposition · casemarkGuides 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.
- ▌ Appellant Brief · casemarkDrafts 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.
- ▌ Article Summary · casemarkGenerates 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.
- ▌ Billing Summary · casemarkProduces 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.
- ▌ Case Chronology · casemarkProduces 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.
- ▌ Client Advisory · casemarkDrafts 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.
- ▌ Code Of Conduct · casemarkDrafts 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.
- ▌ Cpom Compliance · casemarkDrafts 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.
- ▌ Far Subcontract · casemarkDrafts 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.
- ▌ Grant Agreement · casemarkDrafts 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.
- ▌ Ind Application · casemarkDrafts 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.
- ▌ Lease Amendment · casemarkDrafts 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.
- ▌ Med Mal Summary · casemarkProduces 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.
- ▌ Mediation Brief · casemarkDrafts 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.
- ▌ Notice Of Entry · casemarkDrafts 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.
- ▌ Opinion Summary · casemarkSummarizes 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.
- ▌ Project Summary · casemarkGenerates 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.
- ▌ Proxy Statement · casemarkDrafts 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.
- ▌ Risk Assessment · casemarkGenerates 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.
- ▌ Summarize Files · casemarkGenerates 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.
- ▌ Third Party Snt · casemarkDrafts 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.
- ▌ Tone Aggressive · casemarkApplies 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.
- ▌ Tone Diplomatic · casemarkApplies 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.
- ▌ Witness Summary · casemarkGenerates 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.
- ▌ Written Consent · casemarkDrafts 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.
- ▌ Adoption Summary · casemarkProduces 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.
- ▌ Advisory Summary · casemarkDrafts 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."
- ▌ Amicus Coalition · casemarkManages 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."
- ▌ Aviation Summary · casemarkGenerates 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.
- ▌ Bad Faith Demand · casemarkDrafts 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.
- ▌ Blue Sky Filings · casemarkProduces 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.
- ▌ Ca Privilege Log · casemarkGenerates 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.
- ▌ Class Claim Form · casemarkDrafts 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.
- ▌ Consent Judgment · casemarkDrafts 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.
- ▌ Corporate Bylaws · casemarkDrafts 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.
- ▌ Court Formatting · casemarkStandardizes 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.
- ▌ Coverage Opinion · casemarkDrafts 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.
- ▌ Criminal Summary · casemarkGenerates 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.
- ▌ Escrow Agreement · casemarkDrafts 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.
- ▌ Judgment Summary · casemarkProduces 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.
- ▌ Know How License · casemarkDrafts 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.
- ▌ Legal Memorandum · casemarkDrafts 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.
- ▌ Letter Of Intent · casemarkDrafts 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.