CaseMark
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- ▌ Lien Foreclosure · casemarkDrafts a mechanic's lien foreclosure complaint to enforce unpaid construction liens through court-ordered property sale. Covers jurisdictional allegations, lien validity, breach of contract, and unjust enrichment counts. Use when drafting lien foreclosure complaints, mechanic's lien enforcement actions, or construction payment disputes requiring judicial sale.
- ▌ Loan Forbearance · casemarkDrafts lender-protective U.S. commercial loan forbearance agreements that temporarily suspend remedies while preserving all lender rights, capturing existing defaults, payment deferrals, conditions precedent, and borrower releases. Use when drafting or reviewing a forbearance agreement, loan workout, payment deferral, temporary modification, default standstill, lender-borrower restructuring, or cure-period extension.
- ▌ Merger Agreement · casemarkDrafts U.S. merger agreements for M&A transactions covering merger structure and mechanics, consideration, equity treatment, reps and warranties, covenants, closing conditions, termination, and indemnification. Use when drafting or revising a merger agreement, negotiating statutory/triangular/reverse mergers, or handling purchase price, earnouts, escrow/holdback, MAE, HSR clearance, or closing deliverables.
- ▌ Motion In Limine · casemarkDrafts criminal defense motions in limine to exclude prejudicial, irrelevant, or inadmissible evidence before trial. Covers FRE 401-403 relevance/prejudice, FRE 404(b) character/prior-acts, FRE 801-807 hearsay, and FRE 702-703 expert testimony. Use when drafting pre-trial exclusion motions, evidentiary objection briefs, or motions to preclude testimony in criminal defense matters.
- ▌ Motion New Trial · casemarkDrafts a post-verdict Motion for New Trial in criminal defense cases. Structures arguments around recognized grounds (weight-of-evidence, newly discovered evidence, prosecutorial misconduct, juror misconduct, IAC, judicial error) with record citations. Use when filing a motion for new trial, post-conviction motion, or requesting the court set aside a criminal verdict.
- ▌ Motion To Compel · casemarkDrafts filing-ready motions to compel discovery in civil litigation with deficiency matrix, declaration, memorandum, and proposed order. Covers interrogatories, RFPs, RFAs, depositions, and ESI disputes under federal FRCP and state analogs. Includes Rule 37(a)(5) sanctions strategy and meet-and-confer certification. Use when drafting a motion to compel, addressing boilerplate objections, seeking discovery sanctions, or preparing discovery dispute briefing.
- ▌ Nonprofit Bylaws · casemarkDrafts U.S. nonprofit corporation bylaws aligned to state nonprofit corporation acts and IRC §501(c)(3) requirements, covering governance structure, membership, board composition, fiscal controls, conflicts, and dissolution. Use when forming a nonprofit, updating existing bylaws, or reconciling bylaws with articles of incorporation. Trigger keywords: bylaws, nonprofit corporation, 501(c)(3), board of directors, membership, articles of incorporation, amendments, dissolution.
- ▌ Notice Of Appeal · casemarkDrafts a Notice of Appeal to initiate appellate review of a trial court judgment or order in US federal and state courts. Use when filing a notice of appeal, commencing appellate review, or preserving appellate jurisdiction after an adverse ruling.
- ▌ Party Deposition · casemarkBuilds element-driven deposition outlines and witness preparation plans for U.S. party depositions (plaintiff or defendant), covering admissions under FRE 801(d)(2), damages/causation modules, and FRCP 30 procedures. Use when drafting a party deposition outline, preparing a party witness, planning admissions strategy, or testing defenses. Trigger keywords: party deposition, plaintiff deposition, defendant deposition, deposition outline, witness prep, admissions, damages, causation, mitigation.
- ▌ Pre Trial Report · casemarkDrafts objective pre-trial reports for insurance carriers in personal injury defense litigation. Covers liability analysis, damages evaluation, venue/jury analysis, cost projections, expert testimony, settlement recommendations, and trial outcome predictions (~60 days before trial). Use when preparing carrier pre-trial reports, defense trial assessments, or settlement recommendation memos.
- ▌ Prospectus Draft · casemarkDrafts SEC-compliant prospectuses for securities offerings, structuring company data, financials, risk factors, and offering terms into a regulatory disclosure document. Use when preparing prospectuses, S-1 registration statements, offering memoranda, or primary disclosure documents for public or private issuances.
- ▌ Protective Order · casemarkDrafts a Stipulated Protective Order for federal litigation discovery under FRCP 26(c), covering confidentiality designation tiers, access restrictions, challenge procedures, clawback protocols, and disposition terms. Use when drafting protective orders, confidentiality stipulations, or discovery confidentiality agreements.
- ▌ Solar Site Lease · casemarkDrafts U.S. solar site lease agreements between landowners and solar developers for long-term ground leases of solar PV facilities. Covers option and lease terms, rent structures, easements, construction and operations rights, decommissioning security, insurance and indemnity, tax and REC allocation, assignment and lender protections, defaults, and memorandum of lease. Use when drafting solar farm land leases, solar PV site leases, renewable energy land leases, or solar facility ground lease agreements.
- ▌ Sports Law Cases · casemarkGenerates structured summaries of sports law cases covering contract disputes, doping violations, and governance controversies. Use when summarizing sports litigation, researching athlete contract disputes, anti-doping arbitration, league antitrust challenges, NCAA eligibility cases, or CAS proceedings.
- ▌ Strategy Summary · casemarkProduces a litigation strategy summary aligning facts, legal theory, procedural tactics, discovery, and settlement posture into a single actionable roadmap. Use when asked for a case strategy summary, litigation roadmap, motions plan, risk assessment, or stakeholder alignment memo.
- ▌ Summary Judgment · casemarkProduces structured summaries of summary judgment motions, orders, and decisions. Use when the user needs to summarize an MSJ ruling, prepare a case status report, evaluate appeal posture, or brief a client on a dispositive motion outcome.
- ▌ Terms Of Service · casemarkDrafts enforceable U.S. Terms of Service agreements for websites, apps, platforms, and SaaS with acceptance mechanics, liability limits, dispute resolution, IP/content rules, and privacy hooks. Use when asked to draft "terms of service", "terms of use", "TOS", "user agreement", "platform terms", "website terms", "app terms", or "SaaS terms".
- ▌ Title Commitment · casemarkDrafts ALTA-compliant Title Commitment documents for commercial real estate transactions including Schedule A, Schedule B Parts I and II. Use when preparing title commitments, preliminary title reports, title insurance policies, or pre-closing title documents.
- ▌ Triple Net Lease · casemarkDrafts U.S. triple net (NNN) commercial lease agreements allocating taxes, insurance, and maintenance to the tenant. Trigger when the user needs an NNN lease, net lease agreement, or commercial lease with triple net expense structure.
- ▌ Trust Assignment · casemarkDrafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific execution formalities. Use when funding a trust, transferring assets to a living trust, assigning property to a trustee, or preparing trust funding documents.
- ▌ Ucc Lien Release · casemarkDrafts Evidence of UCC Lien Release documents proving termination of security interests perfected under the Uniform Commercial Code. Extracts UCC-1 filing numbers, party information, and collateral descriptions from uploaded documents for compliant drafting. Use for UCC lien releases, UCC-3 termination evidence, security interest discharge certificates, or asset purchase closings requiring proof of clear title.
- ▌ Voting Agreement · casemarkDrafts enforceable shareholder Voting Agreements coordinating director elections, fundamental transactions, charter amendments, and other corporate matters for closely-held companies and venture financings. Covers DGCL §218 compliance, irrevocable proxy mechanics, transfer-binding provisions, and integration with related governance documents. Trigger keywords: "voting agreement", "shareholder voting", "director election commitment", "irrevocable proxy", "board composition agreement", "DGCL 218".
- ▌ Evaluating Syncope · casemarkRisk-stratifies syncope presentations using San Francisco, Canadian, and OESIL rules. Use when evaluating syncope, determining admission criteria, or risk-stratifying fainting episodes.
- ▌ Managing Menopause · casemarkStructures menopause evaluation and hormone therapy decision-making with risk-benefit analysis. Use when managing menopausal symptoms, evaluating HRT candidacy, or documenting menopause management.
- ▌ Reporting Ct Scans · casemarkStructures CT scan interpretation by body region with standardized measurement and comparison techniques. Use when interpreting CT studies, creating CT reports, or documenting cross-sectional findings.
- ▌ Ad Fund Agreement · casemarkDrafts franchise advertising fund contribution agreements or addenda governing franchisee obligations to a centralized marketing fund. Trigger when drafting ad fund agreements, marketing fund addenda, or franchise contribution agreements involving fund administration, contribution calculations, or financial reporting.
- ▌ Appellate Mandate · casemarkDrafts formal appellate mandates that conclude the appeal process and direct trial courts to implement appellate decisions. Extracts disposition language, remand directives, and procedural history from appellate records to construct jurisdiction-specific mandate orders. Use when preparing mandate orders, returning jurisdiction to lower courts, or formalizing appellate dispositions after ruling.
- ▌ Art Law Summaries · casemarkGenerates structured U.S. art law summaries with Bluebook citations, doctrinal analysis, and stakeholder guidance. Use when researching art law precedents, advising on art transactions, preparing for art market litigation, or surveying a doctrine or statute across ownership, provenance, copyright, VARA, NAGPRA, authentication, NFTs, or AI-generated art.
- ▌ Citation Bluebook · casemarkFormats legal citations per The Bluebook (21st ed.) using Bluepages practitioner conventions. Use when citing authority in court filings, checking citation format, drafting briefs or memoranda, or formatting a table of authorities.
- ▌ Class Notice Plan · casemarkDrafts a Rule 23 class notice communication plan for U.S. federal class actions, covering notice content, delivery methods, timelines, budgets, and reporting to satisfy the "best notice practicable" standard. Use after class certification or when seeking settlement approval. Trigger when user mentions class notice, notice plan, communication plan, Rule 23(c)(2)(B), claims administrator, or CAFA notice.
- ▌ Closing Checklist · casemarkDrafts M&A closing checklists tracking documents, approvals, consents, and action items from signing through post-closing. Use when coordinating closings for mergers, acquisitions, stock purchases, asset deals, or any corporate transaction requiring multi-party document tracking and funds flow management.
- ▌ Commercial Re Loi · casemarkDrafts a Letter of Intent for commercial real estate purchase transactions. Covers purchase price, earnest money, due diligence, financing contingencies, closing mechanics, and binding provisions (confidentiality, exclusivity). Use when drafting LOIs, CRE purchase proposals, or pre-contract term sheets.
- ▌ Contract Analysis · casemarkAnalyzes contracts to identify key terms, obligations, risks, and negotiation opportunities. Produces structured risk assessments with executive summary, provision review, risk matrix, and prioritized recommendations. Use when reviewing agreements before execution, during negotiation, at closing, or for compliance monitoring.
- ▌ Deponent Coaching · casemarkGenerates behavioral coaching materials for deposition witnesses, covering the SHAQ method, golden rules, difficult question handling, composure techniques, and phrase scripts. Use when preparing a witness for deposition, running a witness prep session, or creating take-home coaching materials. Companion to deposition-witness-prep-session. Applies to U.S. federal and state civil litigation.
- ▌ Deposition Notice · casemarkDrafts U.S. deposition notices (party, non-party subpoena, Rule 30(b)(6)), cover letters, scheduling letters, and proofs of service. Use when preparing or serving deposition notices or subpoenas in federal or state court. Triggers: deposition notice, notice of deposition, 30(b)(6), corporate representative, subpoena, subpoena duces tecum, AO 88A, witness fee, proof of service, scheduling letter.
- ▌ Discovery Summary · casemarkGenerates structured, citeable summaries of discovery documents (interrogatories, RFPs, RFAs, depositions, productions). Extracts admissions, inconsistencies, evidentiary gaps, and objections with precise source citations. Use when summarizing discovery responses, preparing for depositions, identifying discovery gaps, or building trial preparation materials.
- ▌ Elder Law Summary · casemarkGenerates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with prioritized action plans. Triggers when the user requests an elderly client matter summary, elder care legal overview, long-term care planning review, or guardianship assessment.
- ▌ Employee Handbook · casemarkDrafts a U.S. employee handbook and acknowledgement form preserving at-will status. Covers required workplace policies, leave and wage-hour rules, conduct standards, anti-harassment, accommodations, and compliance notices. Use when drafting or updating employee handbooks, creating acknowledgement forms, onboarding policy packages, or rolling out HR policies. Trigger on: employee handbook, acknowledgement form, at-will disclaimer, workplace policies, onboarding, HR policies.
- ▌ Equity Term Sheet · casemarkDrafts a U.S. equity financing term sheet for preferred stock rounds (Series A/B/C), structured as a non-binding framework with binding confidentiality, exclusivity, expenses, and governing-law carveouts. Covers economic terms, governance, investor rights, protective provisions, and closing conditions. Produces a document suitable for VC or PE investor negotiations. Use when drafting term sheets, structuring equity financings, negotiating investor rights, or preparing cap table pricing frameworks.
- ▌ Expert Deposition · casemarkGuides taking or defending U.S. expert witness depositions with Daubert/Frye methodology testing, Rule 26(a)(2) compliance, and Rule 702/703 foundations. Use when building expert deposition outlines, preparing Daubert challenge records, defending expert prep sessions, reviewing expert reports for admissibility, or creating expert testimony lock-in strategies.
- ▌ Extend Time Brief · casemarkDrafts appellate motions to extend time for filing briefs (opening, answering, or reply) in U.S. appellate courts. Demonstrates good cause through specific verifiable facts, addresses opposing counsel's position, and ensures rule compliance. Use when drafting extension of time motions, appellate deadline extensions, or briefing schedule modifications.
- ▌ Farmout Agreement · casemarkDrafts U.S. upstream oil and gas farmout agreements transferring working interests through earn-in obligations. Use when drafting farmout/farm-in agreements, defining earning well requirements, negotiating farmee/farmor terms, integrating JOA/AMI provisions, or handling reassignment and reversion mechanics.
- ▌ Franchise Release · casemarkDrafts a General Release for termination or expiration of a franchise agreement with broad release language, unknown-claims waivers (Cal. Civ. Code § 1542), covenants not to sue, and carve-outs preserving post-termination obligations. Use when finalizing franchise relationships, drafting termination or expiration releases, or settling franchise disputes.
- ▌ Franchise Renewal · casemarkDrafts Franchise Renewal Agreements extending existing franchise relationships. Covers conditions precedent, renewal fees, premises modernization, release of claims, and regulatory compliance under FTC Rule and state franchise laws. Use when preparing franchise renewal documents, term extensions, or franchisee renewal conditions.
- ▌ Hr Policy Summary · casemarkSummarizes U.S. HR policies and employee handbooks into plain-language, topic-organized briefs covering employee rights, obligations, and procedures with employment-law compliance framing. Use when a user provides an employee handbook, HR policy document, compliance guide, or onboarding material and asks for a summary, overview, or compliance breakdown.
- ▌ Interview Summary · casemarkGenerates structured summaries of witness or subject interviews for criminal defense investigations. Distills key facts, verbatim statements, credibility indicators, and follow-up leads. Use when summarizing defense interviews, witness debriefs, subject interrogations, or investigative interview notes.
- ▌ Jury Instructions · casemarkDrafts complete proposed jury instruction sets for U.S. litigation, including preliminary charges, elements, burden of proof, evidence evaluation, and verdict forms. Adapts to jurisdiction-specific pattern instructions. Use when drafting jury instructions, jury charges, verdict forms, or special interrogatories during trial preparation.
- ▌ Lock Up Agreement · casemarkDrafts U.S. IPO/secondary offering lock-up agreements restricting securityholder transfers and hedging during the post-offering period. Trigger when drafting lock-up agreements, market stand-off letters, or underwriting lock-up exhibits in capital markets transactions.
- ▌ Mediation Summary · casemarkDrafts confidentiality-compliant mediation summary statements documenting session process, outcomes, settlement terms, and next steps. Respects mediation privilege (UMA §§ 4–6) and FRE 408. Use when drafting post-mediation summaries, session reports, settlement memoranda, or mediation statements for parties, counsel, or court filing.
- ▌ Motion To Convert · casemarkDrafts a Motion to Convert Case for bankruptcy proceedings under 11 U.S.C. §§ 706, 1112, or 1307. Builds caption, factual background, statutory arguments, and prayer for relief from case documents. Use when the user needs a bankruptcy conversion motion between chapters (e.g., Chapter 7 to 13 or vice versa).
- ▌ Motion To Dismiss · casemarkDrafts FRCP 12(b) motions to dismiss for commercial litigation. Triggers on requests to draft motions to dismiss, 12(b)(6) motions, jurisdictional challenges, venue motions, or pre-answer dispositive motions during the pleadings phase.
- ▌ Notice To Perform · casemarkDrafts a U.S. residential real estate Notice to Perform (cure notice) identifying contractual defaults, demanding specific cure actions, and preserving remedies. Use when drafting a notice to perform, notice to cure, default notice, or breach-and-cure letter for a residential purchase agreement or lease.
- ▌ Pi Demand Summary · casemarkGenerates structured personal injury demand summaries covering liability analysis, chronological injury documentation, itemized damages, and settlement positioning. Covers MVA, premises liability, product defect, and medical malpractice claims. Use when preparing settlement packages, demand letters, pre-trial evaluations, or insurance adjuster negotiations for plaintiff-side PI matters.
- ▌ Pipeline Easement · casemarkDrafts pipeline easement agreements granting construction, operation, and maintenance rights across private property. Balances Grantor protections with Grantee operational needs. Use when drafting pipeline easements, right-of-way agreements, energy infrastructure easements, or utility corridor grants.
- ▌ Prior Art Summary · casemarkGenerates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.
- ▌ Quality Agreement · casemarkDrafts Quality Agreements for pharmaceutical contract manufacturing. Assigns quality roles between product owners and CMOs under FDA cGMP (21 CFR 210/211), ICH Q7, and related guidance. Use when a user needs a quality agreement, CMO quality terms, or cGMP compliance agreement for contract manufacturing.
- ▌ Rehearing En Banc · casemarkDrafts a Petition for Rehearing En Banc under FRAP 35 or state equivalents. Guides threshold analysis for precedent conflicts and exceptional importance, enforces formatting/word limits, and includes required certifications. Use when seeking full appellate court reconsideration of a panel decision, raising circuit splits, or challenging panel holdings that conflict with controlling authority.
- ▌ Release Of Claims · casemarkDrafts enforceable Release of All Claims documents for personal injury settlement resolution. Produces general releases with broad discharge language, unknown-claims waivers (including Cal. Civ. Code § 1542), consideration recitals, protective representations, and execution formalities. Use when drafting settlement releases, general releases, claim waivers, discharge agreements, or mutual release documents in personal injury litigation.
- ▌ Residential Lease · casemarkDrafts jurisdictionally compliant U.S. residential lease agreements with required disclosures, security deposit compliance, and Fair Housing Act conformance. Conducts state-specific landlord-tenant law research and produces execution-ready leases. Use when drafting residential leases, rental agreements, landlord-tenant contracts, or tenancy agreements.
- ▌ Seller Disclosure · casemarkDrafts residential Seller Disclosure Statements for U.S. real estate transactions covering structural systems, environmental hazards, title encumbrances, and neighborhood conditions. Enforces state-specific statutory compliance and federal lead-based paint requirements. Trigger keywords: "seller disclosure", "property condition statement", "residential transfer disclosure", "seller disclosure statement".
- ▌ Spoliation Letter · casemarkDrafts spoliation and evidence preservation demand letters for personal injury litigation. Generates case-specific evidence itemization, litigation hold demands, compliance deadlines, and sanctions warnings. Use when sending preservation demands, litigation hold notices, or spoliation letters in pre-suit or early discovery phases.
- ▌ Suppress Evidence · casemarkDrafts a Motion to Suppress Evidence for criminal defense, challenging admissibility under the Fourth, Fifth, or Sixth Amendment. Trigger when the user needs a suppression motion, exclusionary rule brief, or pre-trial evidence challenge involving warrantless searches, Miranda violations, consent disputes, warrant defects, or fruit of the poisonous tree.
- ▌ Teaming Agreement · casemarkDrafts Teaming Agreements for prime-sub pursuit of U.S. government contracts. Covers proposal-phase and post-award obligations with FAR compliance. Use when drafting teaming agreements, prime-sub teaming arrangements, or federal solicitation collaboration agreements.
- ▌ Tender Of Defense · casemarkDrafts a contractual tender of defense letter demanding a contracting party assume defense and indemnification in pending litigation. Analyzes indemnity provisions, insurance requirements, and notice obligations. Use when drafting tender of defense letters, indemnification demands, defense cost-shifting correspondence, or contractual indemnity demands involving subcontractors, vendors, property managers, or service providers.
- ▌ Trade Law Summary · casemarkProduces structured U.S.-focused international trade law summaries covering tariffs, customs, export controls, sanctions, trade remedies, and trade agreements. Triggers when asked for international trade law summaries, tariff/customs analysis, export controls, sanctions guidance, WTO/GATT, USMCA, ITAR, EAR, OFAC, or import/export compliance updates.
- ▌ Warranty Timeline · casemarkGenerates a chronological timeline of warranty requests, claims, and complaints for product defect litigation, regulatory proceedings, or internal investigations. Analyzes complaint patterns, establishes manufacturer notice dates, and calculates defect statistics. Use when building warranty claim timelines, product defect chronologies, complaint pattern analysis, discovery summaries, expert report exhibits, or trial timeline exhibits.
- ▌ Writ Of Execution · casemarkDrafts writs of execution and supporting levy instructions for post-judgment enforcement of money judgments. Covers application for writ, interest calculation, asset-specific levy methods, exemption analysis, and multi-state domestication. Use when enforcing a money judgment through asset seizure, bank levy, or keeper levy.
- ▌ Managing Iv Therapy · casemarkGuides IV access assessment, site management, and complication monitoring with documentation. Use when managing IV therapy, assessing IV sites, or documenting infusion monitoring.
- ▌ Managing Wound Care · casemarkGuides wound assessment, classification, and treatment selection with documentation requirements. Use when managing surgical wounds, classifying wound types, or selecting wound care protocols.
- ▌ 30b6 Corporate Rep · casemarkManages Rule 30(b)(6) corporate representative deposition workflows — drafting notice topics with reasonable particularity, building examination outlines, defending designees, handling objections, and preserving binding admissions for summary judgment or trial. Use when drafting or responding to 30(b)(6) notices, selecting and preparing designees, building topic-by-topic outlines, or triaging scope and privilege disputes. Trigger keywords: 30(b)(6), corporate representative deposition, topic list, designee, notice analysis, deposition objections, corporate admissions.
- ▌ Asset Purchase Loi · casemarkDrafts a U.S. asset purchase letter of intent (LOI) separating binding from non-binding terms and capturing deal points, diligence, exclusivity, and closing path. Trigger on "letter of intent", "LOI", "asset purchase", "M&A LOI", "no-shop", "exclusivity", "purchase price", "due diligence".
- ▌ Cbp Binding Ruling · casemarkDrafts U.S. Customs and Border Protection binding ruling requests under 19 CFR Part 177 for tariff classification, valuation, origin, and marking determinations. Trigger when input mentions "binding ruling," "CBP ruling request," "19 CFR Part 177," "classification request," "HTSUS analysis," "transaction value," "country of origin," or "marking for import."
- ▌ Closing Disclosure · casemark bundleDrafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, classifying tolerance buckets, flagging re-disclosure triggers, and producing a compliance review memo. Use when working with closing disclosures, CDs, TRID, Regulation Z, LE comparison, tolerance cures, cash-to-close reconciliation, settlement statements, or pre-consummation closing compliance review. Defers tolerance math to closing-disclosure-tolerance and timing math to closing-disclosure-timing-reference.
- ▌ Conference Summary · casemarkProduces structured legal conference summaries capturing session substance, speaker credentials, cited authorities, and practical takeaways. Use when preparing CLE recaps, seminar notes, symposium summaries, panel or keynote reports, or post-event knowledge sharing.
- ▌ Consent Decree Epa · casemark bundleDrafts EPA Consent Decrees resolving federal environmental enforcement actions under CWA, CAA, RCRA, or CERCLA. Covers case caption, jurisdictional recitals, compliance obligations, civil penalties (referencing 40 CFR § 19.4 inflation-adjusted maximums), stipulated penalties, dispute resolution, force majeure, covenants not to sue, public comment requirements, and emerging-issue considerations including PFAS releases. Use when settling EPA enforcement actions, drafting environmental consent judgments, or preparing judicial settlement agreements with the EPA.
- ▌ Consumer Loan Tila · casemarkDrafts TILA-compliant consumer loan agreements with Regulation Z disclosure boxes, APR/finance charge calculations, and enforceable terms for secured and unsecured consumer credit. Use when drafting consumer loan agreements, TILA disclosure documents, promissory notes for consumer credit, or Reg Z compliant financing contracts.
- ▌ Contract Abstracts · casemarkGenerates structured contract abstracts distilling key terms, obligations, rights, and liabilities from agreements into a standardized reference. Flags ambiguities, non-standard provisions, and missing terms. Use when abstracting commercial contracts, NDAs, licensing agreements, M&A ancillaries, or any multi-page agreement requiring rapid comprehension, due diligence, or portfolio management.
- ▌ Cross Exam Summary · casemarkGenerates a structured cross-examination summary from depositions, exhibits, and discovery organized by witness and theme with pinpoint citations. Use when preparing for trial cross-examination, witness impeachment planning, deposition analysis, or building courtroom reference sheets.
- ▌ Damages Calculator · casemarkBuilds auditable personal injury damages calculations separating special damages (medical, wage loss, out-of-pocket) from general damages (pain and suffering) using multiplier and per diem methods. Trigger when the user mentions PI damages calculation, personal injury valuation, demand package damages, special damages compilation, general damages multiplier, per diem pain and suffering, collateral source analysis, comparative fault adjustment, lien accounting, net-to-client modeling, billed vs. paid medical expenses, future care present value, or building a damages section for a demand letter or mediation statement.
- ▌ Deposition Summary · casemarkGenerates topic-based deposition summaries for commercial litigation with exhibit cross-referencing. Produces a two-column table (page:line | neutral summary) with embedded exhibit citations. Use when summarizing depositions, creating deposition digests, indexing exhibits, or preparing witness testimony summaries during discovery.
- ▌ Dissolution Report · casemarkDrafts a Final Report of Dissolution for corporations, LLCs, and partnerships with statutory compliance. Use when finalizing corporate dissolutions, drafting winding-up reports, or creating official dissolution records to protect officers/directors from future liability.
- ▌ Donation Agreement · casemarkDrafts a U.S. Donation Agreement governing charitable transfers of cash, property, or securities from a donor to a 501(c)(3) nonprofit. Enforces IRC § 170 tax compliance, IRS substantiation thresholds, restricted/unrestricted use terms, and cy pres fallback. Use when documenting charitable gifts, restricted endowments, naming-rights donations, or conditional pledges requiring formal memorialization.
- ▌ Earn Out Agreement · casemarkDrafts U.S. M&A earn-out agreements as exhibits to purchase agreements, covering earn-out period, metrics, covenants, reporting, dispute resolution, payment mechanics, tax treatment, and change-of-control outcomes. Use when drafting earn-out provisions, contingent purchase price schedules, post-closing performance payments, EBITDA or revenue targets, earn-out statements, or purchase agreement exhibits.
- ▌ Eviction Complaint · casemarkDrafts jurisdiction-compliant Unlawful Detainer complaints for eviction proceedings covering non-payment, lease violations, and holdover tenancies. Assesses case facts, verifies statutory notice compliance, and formats pleadings to local court rules. Use when drafting eviction complaints, unlawful detainer pleadings, forcible entry and detainer actions, or possession recovery filings.
- ▌ Expert Impeachment · casemarkSurfaces inconsistencies, opinion shifts, methodological flaws, and credential discrepancies across expert reports, transcripts, CVs, and publications for impeachment, cross-examination, and exclusion motions. Trigger when the user references expert impeachment, expert report analysis, Daubert or Frye challenges, deposition prep against an expert, or credibility attacks on opposing expert witnesses.
- ▌ Family Law Summons · casemarkDrafts procedurally compliant family law summons for dissolution, custody modification, support enforcement, and other domestic proceedings. Covers jurisdiction-specific formatting, mandatory statutory warnings (ATROs), response deadlines adjusted by service method, service of process instructions, and proof of service sections. Use when initiating family law litigation, preparing summons for service, or drafting notice documents for domestic relations cases.
- ▌ Guaranty Agreement · casemarkDrafts U.S. commercial guaranty agreements securing a debtor's obligations to a creditor. Covers payment/collection elections, scope, caps, waivers, defaults, remedies, and enforceability. Trigger when the user needs a guaranty, guarantee, surety, continuing guaranty, payment guaranty, credit enhancement, or lender-required guaranty for loans, credit facilities, or real estate financing.
- ▌ Guaranty Unlimited · casemarkDrafts a U.S. Unlimited Guaranty for commercial lending transactions. Triggers when user needs an uncapped personal or entity guaranty, credit enhancement, or unlimited recourse instrument for a loan closing. Produces an absolute guaranty of payment (not collection) with comprehensive waivers, subrogation subordination, and continuing-guaranty coverage.
- ▌ Hipaa Release Form · casemarkDrafts HIPAA Release Authorization forms compliant with 45 CFR 164.508 for disclosure of protected health information. Typically used in estate planning or healthcare decision-making packets. Use when a client needs a HIPAA authorization, medical records release, PHI disclosure consent, healthcare agent access form, or advance directive bundle.
- ▌ Ime Report Summary · casemarkCritically analyzes defense IME reports by auditing record completeness, comparing findings against treating physician records, and surfacing bias indicators and cross-examination vulnerabilities. Triggers when reviewing an IME report, preparing for defense expert deposition, or building a rebuttal strategy in personal injury litigation.
- ▌ Jury Trial Request · casemarkDrafts a formal Request for Jury Trial invoking Sixth Amendment (criminal) or Seventh Amendment (civil) rights. Covers federal FRCP Rule 38, FRCrP Rule 23, state procedural variations, filing deadlines, jury fees, and waiver avoidance. Use when filing a jury demand, requesting jury trial, electing jury over bench trial, or preserving jury rights during pleadings or pre-trial phases.
- ▌ License Assignment · casemarkDrafts Assignment of License agreements transferring rights and obligations under existing IP licenses from assignor to assignee. Covers patent, trademark, copyright, and software license transfers with consent management, assumption of obligations, and recording compliance. Use when drafting license assignments, IP transfer agreements, license novations, or assignor-assignee license documentation.
- ▌ Newsletter Summary · casemarkProduces concise, actionable U.S. legal newsletter summaries of recent developments organized by practice area. Use when asked for a legal news digest, weekly/monthly client update, regulatory roundup, case law summary, compliance news bulletin, or internal legal awareness memo.
- ▌ Non Compete Seller · casemarkDrafts a Non-Competition and Non-Solicitation Agreement for a seller principal in an asset purchase transaction. Use when drafting ancillary restrictive covenant agreements for M&A closings, asset purchases, or business acquisitions. Covers non-compete, customer/employee non-solicitation, restricted period/territory, injunctive relief, blue-pencil reformation, and tolling.
- ▌ Novation Agreement · casemarkDrafts tripartite U.S. novation agreements substituting an incoming party for the original obligor with full release. Use when drafting novation agreements, party substitution agreements, or contract assumption documents requiring complete obligor discharge. Covers government contracts (FAR 42.12), M&A substitutions, and commercial restructurings.
- ▌ Opposition Summary · casemarkGenerates structured analytical summaries of trademark opposition proceedings before the TTAB. Use when summarizing opposition filings, analyzing TTAB dispute posture, evaluating settlement options, or assessing trademark conflict strength.
- ▌ Option To Purchase · casemarkDrafts Option to Purchase Real Estate agreements granting an optionee the exclusive right to buy property within a specified timeframe. Trigger when user needs a real estate option agreement, purchase option, right-to-purchase contract, or option-to-buy instrument for residential transactions.
- ▌ Order Modification · casemarkDrafts post-judgment motions to modify existing family law court orders based on material changes in circumstances. Structures changed-circumstances arguments with jurisdictional compliance, factual chronologies, and precise relief specifications. Use when drafting modification motions, changed-circumstances motions, post-judgment family law motions, or petitions to modify custody, support, or visitation orders.
- ▌ Paternity Petition · casemarkDrafts a Petition to Establish Paternity for family court filings. Covers court captions, standing allegations, factual bases, and relief requests with state-specific statutory requirements. Use when initiating paternity actions, child support petitions tied to parentage, custody filings requiring parentage determination, or birth certificate amendments.
- ▌ Pharma Reg Summary · casemarkGenerates structured pharmaceutical regulatory compliance summaries covering FDA approval pathways, patent/IP intersections (Orange Book, Hatch-Waxman), and marketing restrictions (off-label, DTC, Anti-Kickback). Use when preparing FDA compliance overviews, submission readiness assessments, or promotional compliance reviews.