CaseMark
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- ▌ Managing Portfolio Rebalancing · casemarkStructures rebalancing processes with drift monitoring, tax-aware trading, and transaction cost optimization. Use when rebalancing portfolios, managing allocation drift, or optimizing trading costs.
- ▌ Managing Portfolio Transitions · casemarkStructures portfolio transitions with legacy position analysis, rebalancing path, and transition cost management. Use when transitioning portfolios, managing manager changes, or planning portfolio restructuring.
- ▌ Managing Redemption Processing · casemarkStructures redemption processing with NAV calculation, gate provisions, and liquidity management. Use when processing redemptions, managing liquidity, or applying gate provisions.
- ▌ Managing Underwriting Analysis · casemarkStructures underwriting evaluation with risk assessment, pricing analysis, and terms documentation. Use when evaluating underwriting risk, analyzing pricing adequacy, or documenting underwriting decisions.
- ▌ Screening Equity Opportunities · casemarkApplies quantitative and qualitative screens to filter investable equity universe by financial and strategic criteria. Use when screening stocks, filtering investment candidates, or building watchlists.
- ▌ Broker Dealer Customer Agreement · casemark bundleDrafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
- ▌ Deposition Employment Supplement · casemarkSupplies claim-specific deposition frameworks for employment litigation (discrimination, harassment, retaliation, wrongful termination, wage/hour). Triggers when preparing or conducting depositions in employment cases under Title VII, ADA, ADEA, FLSA, or state equivalents. Use alongside @deposition-preparation.
- ▌ Deposition Summary Exhibit Index · casemarkProduces a topic-based U.S. deposition summary with page/line citations and a keyed exhibit index linking testimony to documents. Use when creating deposition digests, exhibit-linked summaries, key document indexes, or discovery testimony maps in commercial litigation.
- ▌ Employment Arbitration Agreement · casemarkDrafts enforceable mutual employment arbitration agreements under the FAA and state law. Covers claim scope, class/collective waivers, procedural fairness, cost allocation, PAGA carve-outs, and Armendariz compliance. Use when drafting new arbitration agreements, updating existing arbitration clauses, or adding ADR provisions to offer letters and employment contracts.
- ▌ First Right Of Refusal Agreement · casemarkDrafts a U.S. franchise first right of refusal (ROFR) agreement as an addendum or schedule to an existing Franchise Agreement. Trigger when a franchisor needs transfer-control protection covering third-party sale, change-of-control, or ownership-interest transfers. Covers notice flow, bona-fide-offer matching, exercise windows, anti-circumvention rules, carve-outs, valuation fallback, closing mechanics, and enforcement remedies.
- ▌ Foreign Corporation Registration · casemarkDrafts a foreign corporation registration (Certificate of Authority) package to qualify a U.S. corporation for business in a new state. Extracts corporate identity, capital structure, officers, and registered agent details from uploaded records, then produces a jurisdiction-specific application with cover letter, document checklist, and filing instructions. Use when a corporation expands across state lines, opens offices or employs workers in a new state, or needs foreign qualification. Triggers: foreign qualification, certificate of authority, doing business, multi-state expansion.
- ▌ Independent Contractor Agreement · casemarkDrafts a U.S. independent contractor agreement with misclassification guardrails, IP assignment, confidentiality, and 1099-NEC tax terms. Use when engaging freelancers, consultants, or service providers, or converting an employee to a contractor relationship.
- ▌ Insurance Certificate Compliance · casemarkProduces requirement-by-requirement CRE insurance certificate compliance reviews by analyzing ACORD 25 certificates and endorsements against Access Agreement terms. Use when the user mentions COI review, insurance compliance, ACORD 25 analysis, Additional Insured verification, primary/non-contributory status, waiver of subrogation, vendor insurance audit, CGL compliance, umbrella follow-form, broker-ready deficiency instructions, certificate holder vs. additional insured, AI endorsements (CG 20 10, CG 20 37), or carrier rating checks.
- ▌ Interrogatory Response Summaries · casemarkGenerates structured summaries of interrogatory responses in commercial litigation, extracting key facts, objections, evasions, patterns, and inconsistencies per interrogatory. Use when analyzing opposing party interrogatory answers, spotting discovery gaps, or preparing for depositions.
- ▌ Prenuptial Postnuptial Agreement · casemarkDrafts U.S. prenuptial or postnuptial agreements with enforceability-focused disclosures, property/debt allocation, spousal support treatment, estate waivers, and execution formalities. Trigger when the user requests a prenup, postnup, premarital agreement, marital agreement, spousal support waiver, property division agreement, or disclosure schedule in a U.S. jurisdiction.
- ▌ Related Party Transaction Policy · casemarkDrafts a board-adoptable Related Party Transaction Policy for U.S. corporations governing identification, Audit Committee review, approval, and disclosure of related party transactions. Enforces SEC Item 404(a)/Regulation S-K compliance and stock exchange listing standards. Use when creating or updating RPT policies for public or private companies, or when drafting corporate governance documents addressing conflicts of interest.
- ▌ Abstracting Clinical Documentation · casemark bundleExtracts codeable diagnoses and procedures from clinical notes with specificity capture. Use when abstracting medical records, identifying codeable conditions, or capturing documentation specificity.
- ▌ Analyzing Clinical Data Warehouses · casemarkStructures clinical data warehouse queries for quality measurement, research, and operational analytics. Use when querying clinical data, building analytics reports, or extracting research datasets.
- ▌ Conducting Psychiatric Evaluations · casemarkStructures comprehensive psychiatric evaluation with MSE, diagnostic formulation, and risk assessment. Use when performing psychiatric assessments, documenting mental status exams, or creating diagnostic formulations.
- ▌ Interpreting Ambulatory Monitoring · casemarkStructures Holter and event monitor interpretation with arrhythmia burden quantification. Use when reading Holter monitors, interpreting event recorders, or quantifying arrhythmia burden.
- ▌ Interpreting Microbiology Cultures · casemarkStructures microbiology result interpretation with susceptibility patterns and resistance mechanisms. Use when reading culture results, interpreting susceptibility data, or identifying resistance patterns.
- ▌ Managing Abnormal Uterine Bleeding · casemarkGuides AUB evaluation using PALM-COEIN classification with workup algorithms. Use when evaluating abnormal bleeding, applying PALM-COEIN classification, or managing AUB workup.
- ▌ Managing Cardiac Imaging Protocols · casemarkSelects appropriate cardiac imaging modality based on clinical question and pretest probability. Use when choosing cardiac imaging, selecting stress testing modality, or ordering cardiac CT/MRI.
- ▌ Managing Cardiac Risk Preoperative · casemarkApplies ACC/AHA perioperative cardiac evaluation algorithm with functional capacity and risk indices. Use when performing cardiac preop evaluation, calculating RCRI, or assessing perioperative cardiac risk.
- ▌ Managing Clinical Trial Compliance · casemarkEvaluates clinical trial regulatory compliance with FDA/IRB requirements and audit readiness. Use when auditing trial compliance, preparing for FDA inspections, or managing regulatory requirements.
- ▌ Managing Electroconvulsive Therapy · casemarkDocuments ECT treatment parameters, seizure quality, and cognitive monitoring protocols. Use when managing ECT treatments, documenting treatment parameters, or monitoring ECT outcomes.
- ▌ Managing Environmental Emergencies · casemarkGuides workup for heat stroke, hypothermia, drowning, and envenomation. Use when managing environmental injuries, treating temperature-related emergencies, or assessing envenomation.
- ▌ Managing Informed Consent Research · casemarkStructures research consent documentation with required elements and vulnerable population protections. Use when creating research consents, managing consent processes, or documenting informed consent.
- ▌ Managing Medication Administration · casemarkGuides safe medication administration with rights verification, timing, and documentation requirements. Use when administering medications, documenting med administration, or managing medication timing.
- ▌ Managing Orthopedic Rehabilitation · casemarkStructures post-surgical and injury rehab protocols with phase-based progression and return-to-activity criteria. Use when managing orthopedic rehab, following surgical protocols, or determining return-to-sport readiness.
- ▌ Managing Pain Management Protocols · casemarkStructures multimodal pain management with non-opioid-first approaches and patient-controlled analgesia. Use when managing acute pain, implementing PCA protocols, or designing multimodal pain regimens.
- ▌ Managing Prosthetic Rehabilitation · casemarkStructures prosthetic evaluation with device selection, fitting documentation, and functional training. Use when managing prosthetic rehab, documenting device fitting, or tracking prosthetic training progress.
- ▌ Managing Vestibular Rehabilitation · casemarkStructures vestibular assessment with positional testing and customized exercise programs. Use when evaluating vestibular disorders, performing Dix-Hallpike testing, or designing vestibular exercise programs.
- ▌ Performing Frozen Section Analysis · casemarkGuides intraoperative frozen section evaluation with rapid diagnostic protocols and communication. Use when performing frozen sections, providing intraoperative diagnoses, or communicating preliminary results.
- ▌ Performing Image Guided Procedures · casemarkDocuments image-guided biopsy, drainage, and injection procedures with technique and specimens. Use when performing IR procedures, documenting image-guided interventions, or recording procedural details.
- ▌ Reporting Nuclear Medicine Studies · casemarkStructures nuclear medicine and PET/CT interpretation with SUV measurement and staging correlation. Use when reading nuclear medicine studies, interpreting PET findings, or documenting radiotracer uptake.
- ▌ Analyzing Equity Market Breadth · casemarkEvaluates market breadth with advance-decline analysis, new high/low tracking, and sector participation assessment. Use when analyzing market breadth, assessing rally quality, or identifying divergences.
- ▌ Analyzing Factor Timing Signals · casemarkEvaluates factor timing strategies with macro regime indicators, valuation spreads, and momentum signals for factor rotation. Use when analyzing factor timing, evaluating rotation signals, or designing tactical factor allocation.
- ▌ Analyzing Market Microstructure · casemarkEvaluates market structure dynamics with order book analysis, spread decomposition, and information asymmetry assessment. Use when analyzing market structure, evaluating trading venues, or assessing execution quality.
- ▌ Analyzing Saas Business Metrics · casemarkDeconstructs SaaS operating metrics including ARR, NRR, gross retention, magic number, rule of 40, and cohort economics. Use when analyzing SaaS businesses, benchmarking software metrics, or evaluating subscription model health.
- ▌ Analyzing Share Class Arbitrage · casemarkEvaluates dual-class share structures with discount analysis, unification catalysts, and governance reform probability assessment. Use when analyzing share class spreads, evaluating unification likelihood, or assessing dual-class dynamics.
- ▌ Analyzing Sovereign Credit Risk · casemarkEvaluates sovereign creditworthiness with fiscal analysis, external vulnerability, political risk, and institutional quality assessment. Use when analyzing sovereign risk, assessing country credit, or evaluating government bond exposure.
- ▌ Analyzing Sponsor Backed Credit · casemarkEvaluates PE sponsor-backed credit with sponsor track record, equity contribution, and governance assessment. Use when analyzing sponsor-backed loans, assessing sponsor quality, or evaluating sponsor support dynamics.
- ▌ Building Risk Parity Portfolios · casemarkConstructs risk parity allocation with equal risk contribution, leverage optimization, and asset class volatility targeting. Use when building risk parity, equalizing risk contribution, or designing leveraged balanced portfolios.
- ▌ Conducting Growth Due Diligence · casemarkStructures growth-focused DD with revenue quality, customer concentration, technology scalability, and organizational readiness. Use when conducting growth DD, validating revenue sustainability, or assessing scale capability.
- ▌ Evaluating Country Risk Factors · casemarkAssesses country-level investment risk with political stability, rule of law, corruption indices, and expropriation history analysis. Use when evaluating country risk, assessing political exposure, or scoring sovereign investment environments.
- ▌ Managing At The Market Programs · casemarkStructures ATM offering programs with sales agent selection, volume limitations, and disclosure requirements. Use when establishing ATM programs, managing ongoing equity issuance, or optimizing capital raising timing.
- ▌ Managing Capital Call Processes · casemarkStructures capital call execution with notice preparation, pro-rata allocation, default remedy provisions, and wire coordination. Use when processing capital calls, calculating LP contributions, or managing call logistics.
- ▌ Managing Deal Process Execution · casemarkCoordinates buy-side deal execution from LOI through closing with workstream tracking, timeline management, and closing conditions. Use when managing deal processes, tracking closing conditions, or coordinating deal teams.
- ▌ Managing Tender Offer Processes · casemarkCoordinates tender offer execution with offer terms, election mechanics, proration, and transfer documentation for LP interests. Use when managing tender offers, structuring LP elections, or coordinating interest transfers.
- ▌ Modeling Book Building Dynamics · casemarkStructures book-building analysis with demand tiers, allocation methodology, and price sensitivity assessment. Use when managing book-building, analyzing investor demand, or optimizing allocation strategies.
- ▌ Modeling Credit Fund Portfolios · casemarkBuilds credit fund portfolio models with yield attribution, default/recovery scenarios, and portfolio-level return analysis. Use when modeling credit funds, projecting portfolio returns, or analyzing yield components.
- ▌ Modeling Debt Capacity Analysis · casemarkCalculates borrower debt capacity with cash flow coverage, leverage multiples, and stress-tested servicing ability. Use when sizing debt facilities, analyzing leverage capacity, or determining optimal capital structure.
- ▌ Modeling Debt Maturity Profiles · casemarkStructures debt maturity analysis with refinancing risk, market access assumptions, and liability management opportunities. Use when analyzing maturity walls, planning refinancing, or optimizing debt tenor.
- ▌ Modeling Fresh Start Accounting · casemarkStructures fresh-start accounting analysis with reorganization value allocation, new basis determination, and emergence balance sheet. Use when modeling fresh-start accounting, preparing emergence financials, or allocating reorganization value.
- ▌ Modeling Portfolio Optimization · casemarkBuilds mean-variance, Black-Litterman, and risk parity optimization models with constraint management and rebalancing rules. Use when optimizing portfolios, implementing risk parity, or applying Black-Litterman views.
- ▌ Modeling Venture Fund Economics · casemarkBuilds LP-level fund models with management fees, carried interest, clawback provisions, and waterfall distributions. Use when modeling fund economics, projecting LP returns, or analyzing fund terms.
- ▌ Preparing Venture Exit Analyses · casemarkEvaluates exit scenarios including IPO, M&A, secondary sale, and recapitalization with timing and return analysis. Use when planning exits, comparing exit routes, or modeling exit outcomes for portfolio companies.
- ▌ Structuring Asset Based Lending · casemarkDesigns ABL facilities with borrowing base calculations, collateral eligibility criteria, and field exam requirements. Use when structuring ABL facilities, calculating borrowing availability, or analyzing collateral pools.
- ▌ Structuring Interest Rate Swaps · casemarkDesigns IRS structures with fixed/float mechanics, day count conventions, and mark-to-market valuation analysis. Use when structuring rate swaps, analyzing swap economics, or evaluating hedging alternatives.
- ▌ Analyzing Agency Mortgage Bonds · casemarkEvaluates agency MBS with prepayment modeling, OAS analysis, and convexity assessment. Use when analyzing agency MBS, modeling prepayments, or evaluating mortgage bond convexity.
- ▌ Analyzing Banking System Health · casemarkStructures banking system assessment with capital adequacy, asset quality, and systemic risk evaluation. Use when analyzing banking systems, assessing financial stability, or evaluating systemic risk.
- ▌ Analyzing Commodity Derivatives · casemarkStructures commodity derivative pricing with forward curve construction and convenience yield estimation. Use when pricing commodity derivatives, analyzing forward curves, or modeling commodity markets.
- ▌ Analyzing Continuation Vehicles · casemarkEvaluates GP-led continuation fund structures with existing LP options and new investor terms. Use when analyzing continuation vehicles, structuring GP-led transactions, or evaluating tender offers.
- ▌ Analyzing Industrial Properties · casemarkStructures industrial real estate analysis with logistics market assessment and tenant credit evaluation. Use when analyzing industrial properties, evaluating warehouse investments, or assessing logistics demand.
- ▌ Analyzing Insurance Investments · casemarkEvaluates insurance company investment portfolios with ALM considerations and regulatory constraints. Use when analyzing insurer investments, managing ALM, or evaluating portfolio compliance.
- ▌ Analyzing Management Commentary · casemarkExtracts forward-looking signals from management commentary with sentiment analysis and guidance tracking. Use when analyzing earnings transcripts, tracking guidance changes, or assessing management credibility.
- ▌ Analyzing Spin Off Transactions · casemarkEvaluates corporate spin-off and separation transactions with standalone valuation and Remainco impact. Use when analyzing spin-offs, modeling separations, or evaluating corporate breakup value.
- ▌ Building Annual Operating Plans · casemarkStructures annual operating plan development with revenue, expense, and capital budget integration. Use when building annual budgets, creating operating plans, or developing financial targets.
- ▌ Private Placement Memorandum · casemarkDrafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.
- ▌ Qualification To Do Business · casemarkDrafts U.S. foreign-corporation qualification filings (Certificate of Authority) for a target state. Use when registering a corporation to transact business outside its home jurisdiction, appointing a registered agent, checking qualification triggers, or assembling a filing-ready package. Trigger terms: certificate of authority, foreign corporation, register to do business, registered agent appointment.
- ▌ Settlement Agreement Summary · casemarkGenerates executive-ready summaries of multi-party U.S. commercial settlement agreements. Extracts payment structure, business conduct covenants, release and waiver provisions, tax obligations, and confidentiality terms into a structured legal memorandum. Use when summarizing fully executed settlement agreements, distilling multi-party commercial settlements for case management, or preparing client-facing settlement summaries for board or executive review.
- ▌ Settlement License Agreement · casemarkDrafts a dual-purpose Settlement and License Agreement resolving IP litigation while establishing an ongoing licensing framework. Covers mutual releases, covenants not to sue, IP license grants, royalty structures, confidentiality, indemnification, and post-termination rights. Use when drafting IP settlement agreements, litigation resolution with license-back provisions, or combined release-and-license instruments.
- ▌ Shareholders Meeting Minutes · casemarkDrafts minute-book-ready U.S. corporate shareholders meeting minutes covering notice, record date, quorum, attendance, reports, votes, and resolutions. Use for annual or special shareholders meetings, director elections, auditor ratification, and shareholder proposals. Triggers: "shareholders meeting minutes", "annual meeting minutes", "special meeting minutes", "quorum", "record date", "proxy", "election of directors", "ratify auditors".
- ▌ Tila Consumer Loan Agreement · casemarkDrafts U.S. consumer loan agreements with integrated Truth in Lending (TILA/Reg Z) disclosures, including disclosure-box construction, APR and finance-charge calculations, payment schedule formatting, prepayment/default/enforcement clauses, co-signer notices, and state-law overlays. Produces an execution-ready contract and disclosure package. Trigger keywords: consumer loan agreement, TILA, Regulation Z, Truth in Lending, APR disclosure, finance charge, loan contract drafting, closed-end credit, Reg Z disclosure box.
- ▌ Analyzing Epidemiological Data · casemarkStructures epidemiologic analysis with incidence, prevalence, rate calculations, and statistical inference. Use when calculating disease rates, analyzing epi data, or interpreting population statistics.
- ▌ Calculating Performance Status · casemarkDocuments ECOG and Karnofsky performance status with treatment eligibility implications. Use when assessing performance status, documenting ECOG scores, or evaluating treatment candidacy.
- ▌ Conducting Dental Examinations · casemarkStructures comprehensive dental examinations with periodontal charting, caries assessment, and oral cancer screening. Use when performing dental exams, documenting oral findings, or creating dental records.
- ▌ Conducting Nursing Assessments · casemarkStructures head-to-toe nursing assessments with system-by-system documentation and abnormal findings. Use when performing nursing assessments, documenting patient evaluations, or creating assessment narratives.
- ▌ Coordinating Social Work Needs · casemarkIdentifies psychosocial barriers to discharge and coordinates social work interventions. Use when assessing social needs, coordinating community resources, or planning post-discharge support.
- ▌ Interpreting Emergency Imaging · casemarkStructures systematic review of emergency CT, X-ray, and ultrasound findings. Use when interpreting emergent imaging, documenting critical findings, or communicating results to teams.
- ▌ Interpreting Genomic Profiling · casemarkStructures comprehensive genomic profiling interpretation with actionable mutations and matched therapies. Use when reviewing genomic test results, identifying targeted therapy options, or interpreting NGS panels.
- ▌ Interpreting Hematology Smears · casemarkStructures peripheral blood smear review with morphologic descriptions and differential correlation. Use when reading blood smears, describing cell morphology, or correlating with CBC findings.
- ▌ Interpreting Pediatric Imaging · casemarkAdapts imaging interpretation for pediatric anatomy with age-appropriate normal variants. Use when reading pediatric imaging, differentiating normal variants, or documenting pediatric-specific findings.
- ▌ Managing Biospecimen Protocols · casemarkDocuments biospecimen collection, processing, storage, and tracking with chain-of-custody requirements. Use when managing biospecimens, designing collection protocols, or tracking samples.
- ▌ Managing Breastfeeding Support · casemarkStructures lactation assessment with latch evaluation and common problem management. Use when assessing breastfeeding, managing lactation difficulties, or documenting lactation support.
- ▌ Managing Chemotherapy Toxicity · casemarkGrades treatment toxicity using CTCAE v5.0 with dose modification and supportive care protocols. Use when grading chemo toxicity, applying CTCAE criteria, or managing treatment side effects.
- ▌ Managing Child Abuse Screening · casemarkGuides child maltreatment assessment with mandatory reporting documentation and forensic considerations. Use when screening for child abuse, documenting suspicious injuries, or completing mandatory reports.
- ▌ Managing Clinical Data Quality · casemarkStructures data quality management with query resolution, source data verification, and audit trails. Use when managing clinical data quality, resolving data queries, or conducting SDV.
- ▌ Managing Controlled Substances · casemarkTracks controlled substance prescribing with PDMP review, risk assessment, and compliance monitoring. Use when managing controlled substances, reviewing PDMP data, or monitoring opioid prescribing.
- ▌ Managing Fertility Evaluations · casemarkStructures infertility workup with ovarian reserve testing, semen analysis, and treatment algorithms. Use when evaluating infertility, ordering fertility workup, or managing reproductive planning.
- ▌ Managing Formulary Evaluations · casemarkStructures drug formulary reviews with efficacy, safety, cost-effectiveness, and therapeutic interchange analysis. Use when evaluating formulary additions, conducting P&T reviews, or analyzing therapeutic alternatives.
- ▌ Managing Geriatric Assessments · casemarkConducts comprehensive geriatric assessment covering cognition, function, falls, polypharmacy, and goals. Use when evaluating elderly patients, performing geriatric assessments, or managing complex older adults.
- ▌ Managing Gynecologic Screening · casemarkApplies ASCCP cervical cancer screening guidelines with HPV co-testing and colposcopy indications. Use when managing cervical screening, applying ASCCP guidelines, or determining colposcopy need.
- ▌ Managing High Risk Pregnancies · casemarkGuides management of preeclampsia, gestational diabetes, and other high-risk conditions with monitoring protocols. Use when managing high-risk pregnancies, monitoring preeclampsia, or managing GDM.
- ▌ Managing Modifier Applications · casemarkGuides appropriate modifier use (25, 59, 76, 77, etc.) with documentation requirements. Use when applying CPT modifiers, justifying modifier use, or resolving modifier-related denials.
- ▌ Managing Nurse Staffing Acuity · casemarkApplies patient acuity classification with staffing ratio calculations and resource allocation. Use when assessing patient acuity, calculating staffing needs, or managing nurse assignments.
- ▌ Managing Oncologic Emergencies · casemarkGuides recognition and management of spinal cord compression, tumor lysis, SVC syndrome, and hypercalcemia. Use when managing oncologic emergencies, treating tumor lysis, or recognizing cord compression.
- ▌ Managing Patient Safety Events · casemarkDocuments patient safety events with root cause identification and incident reporting requirements. Use when reporting safety events, documenting incidents, or analyzing near-misses.
- ▌ Managing Payer Specific Coding · casemarkAdapts coding practices for payer-specific requirements (Medicare, Medicaid, commercial) and LCD/NCD compliance. Use when navigating payer-specific rules, checking LCD/NCD coverage, or managing payer variations.