Claude Skills by CaseMark

Drafts a federal or state court order certifying a class action under Rule 23. Triggers when formalizing class certification after a granted motion, drafting certification orders, or preparing rulings for appellate review. Covers Rule 23(a) findings, Rule 23(b) analysis, class definition, counsel appointment under Rule 23(g), and notice provisions.

Drafts U.S. class action settlement claim forms compliant with FRCP 23 and court approval orders. Triggers on claim form drafting, settlement administrator packets, online claim workflows, or class member submission forms.

Drafts 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.

Drafts a Motion for Preliminary Approval of Class Action Settlement under Rule 23(e), covering settlement class certification, notice plan, claims administration, fairness analysis, and proposed scheduling order. Use when drafting preliminary approval motions, class action settlement filings, or Rule 23(e) submissions.

Produces client-ready U.S. regulatory advisory summaries translating legal developments into actionable impacts with effective-date tracking and Bluebook citations. Trigger when the user requests a client advisory, regulatory update, compliance memo, law-change summary, or industry alert.

Drafts client advisory memoranda translating legal developments into actionable guidance with impact analysis, Bluebook citations, and compliance recommendations. Use when preparing client alerts, regulatory updates, legal bulletins, or proactive advisory summaries.

Rewrites legal communications in plain-language, client-friendly tone. Triggers when drafting or revising engagement letters, status updates, strategy memos, settlement recommendations, invoice cover letters, or any client-facing correspondence. Replaces jargon, leads with conclusions, and highlights action items.

Produces a structured corporate-client intake brief from intake forms, consultation notes, and initial communications. Use when onboarding a new corporate matter, processing an intake packet, summarizing consult notes, running a conflict check, or triaging deadlines for a corporate governance matter.

Drafts structured client memoranda translating legal analysis and strategic recommendations into plain language for non-lawyer audiences. Covers corporate governance, fiduciary duties, compliance, and transactional advice. Enforces standard memo architecture: heading block, executive summary, background, analysis, options, and recommendations. Use when preparing client-facing memos, opinion letters, or governance briefings.

Produces structured, citation-ready summaries of climate change legislation for compliance and policy analysis. Use when summarizing climate laws, carbon pricing (tax, cap-and-trade), emissions targets, renewable mandates, adaptation requirements, or international climate agreements.

Drafts U.S. clinical trial agreements governing sponsor–site–investigator relationships under FDA rules (21 CFR Parts 50, 56, 312) and ICH-GCP E6(R2). Use when drafting or negotiating CTAs, sponsor research agreements, or protocol-specific contracts for investigational drugs, devices, or biologics.

Drafts U.S. clinical trial Investigator Agreements between sponsors/CROs and principal investigators or institutions for FDA-regulated drug, biologic, or device studies. Enforces 21 CFR Parts 50, 56, 312/812, ICH GCP E6(R2), HIPAA, IRB requirements, FMV/AKS payment compliance, data integrity, publication rights, IP ownership, indemnity, and audit access. Use when drafting investigator agreements, PI agreements, clinical trial site agreements, or sponsor-PI contracts; trigger keywords: investi...

Drafts 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.

Provides TRID Closing Disclosure timing compliance rules under 12 CFR § 1026.19(f). Covers the three-business-day receipt rule, dual business-day definitions, delivery deemed-receipt rules, re-disclosure triggers, waiver procedures, and post-consummation deadlines. Use when calculating CD delivery deadlines, determining earliest permitted closing dates, evaluating whether a change triggers a new waiting period, or advising on emergency waiver procedures.

Applies U.S. TRID tolerance rules to compare a residential mortgage Closing Disclosure (CD) against the controlling Loan Estimate (LE). Classifies fees by tolerance bucket, validates changed-circumstance resets, computes violations, and calculates cure amounts. Use when reviewing LE-CD variance, 10% tolerance, revised LE validity, changed circumstances, tolerance cure, or pre-closing compliance QA.

Drafts 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-tol...

Drafts unanimous written consent resolutions authorizing a buyer or seller entity to execute an asset purchase agreement and all ancillary closing documents. Covers corporate (board) and LLC (member/manager) governance formats, recitals, operative resolutions, officer authorization, ratification, and counterpart execution provisions. Use when preparing closing deliverables, board resolutions, member consents, or corporate authorization documents for US asset purchase transactions.

Drafts a U.S. corporate Code of Business Conduct and Ethics with governance controls, enforcement mechanics, and implementation artifacts. Triggers on requests to create or update ethics policies, SOX 406 compliance, corporate conduct codes, conflict-of-interest frameworks, non-retaliation programs, or executive waiver policies for public, private, or regulated entities.

Drafts a Code of Business Conduct and Ethics satisfying SEC, SOX §406, and exchange listing requirements. Incorporates company-specific values and regulatory context into an enforceable ethical framework. Use when drafting corporate governance documents, ethics codes, compliance policies, or business ethics frameworks for public companies or regulated industries.

Drafts cognovit promissory notes with confession of judgment provisions, gated by mandatory jurisdictional enforceability research, usury compliance, and statutory disclosure requirements. Advises on alternatives where cognovit clauses are prohibited. Use when drafting cognovit notes, confession of judgment instruments, or loan documents requiring waiver-of-defense provisions.

Drafts a U.S. cognovit promissory note with confession of judgment clause, enforceability gate, and execution formalities. Use when preparing a commercial loan note with cognovit language, confession of judgment, warrant of attorney, or waiver of notice/hearing rights. Triggers: cognovit, confession of judgment, warrant of attorney, waiver of defenses.

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

Drafts a Collateral Assignment of Contracts assigning a borrower's contractual rights as security for debt under UCC Article 9. Triggers when securing lender interests in contract rights, drafting pre-closing security documents, or structuring collateral packages for U.S. commercial credit facilities.

Values collateral and allocates secured vs. unsecured claim portions under U.S. bankruptcy standards, applying Chapter 7 liquidation value, Chapter 13 replacement value (Rash), the 910-day vehicle rule, and § 506(b) oversecured interest. Use when preparing proofs of claim, plan treatment analyses, cramdown disputes, deficiency calculations, or valuation motions under FRBP 3012.

Drafts PCAOB AS 6101-compliant auditor comfort letters (cold comfort letters) providing negative assurance on unaudited financial information for underwriters in U.S. securities offerings. Use when drafting comfort letters for underwriting agreements, capital markets closings, IPOs, secondary offerings, or any securities transaction requiring auditor negative assurance at signing or closing.

Drafts a Commencement Date Memorandum confirming when obligations take effect under an executed agreement. Triggers when formalizing lease commencement dates, documenting condition-precedent satisfaction, or recording the effective date of contractual obligations post-execution.

Drafts a U.S. commencement-date memorandum for commercial leases and related agreements, confirming the operative start date and its evidentiary basis. Use when users request a defensible record of "commencement date," "effective date," "lease start," conditions precedent satisfaction, or timing of rent, termination, or performance triggers — typically after execution, at closing, or during post-signature administration.

Drafts a compliant Commercial Invoice for Export satisfying customs, banking (L/C), logistics, and insurance requirements. Enforces Incoterms 2020, HS tariff classification, country-of-origin determination, export control referencing, and certification language. Use when preparing export invoices for customs authorities, freight forwarders, banks, or insurance underwriters.

Produces structured U.S. commercial lease abstracts covering business terms, financial obligations, operating covenants, risk allocation, and deadlines. Use when summarizing a commercial lease, preparing a lease abstract, reviewing premises/term/rent/CAM, or identifying SNDA, assignment, default, and renewal issues. Triggers: commercial lease summary, lease abstract, CAM reconciliation, base rent escalation, SNDA, assignment/sublease, tenant default, guaranty.

Drafts UCC-compliant U.S. Commercial Promissory Notes for commercial real estate finance transactions. Produces negotiable instruments with principal, interest, payment, default, and enforcement provisions protecting lender interests. Use when drafting promissory notes secured by real property, deed of trust, or mortgage in commercial lending.

Drafts Purchase and Sale Agreements for commercial real estate transactions (office, retail, industrial, multifamily). Triggers when the user needs a commercial PSA, purchase agreement, sale contract, or acquisition agreement. Extracts deal terms from uploaded documents and structures all major provisions.

Drafts 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.

Drafts a U.S. commercial real estate purchase letter of intent (LOI) framing core deal terms as non-binding while isolating binding provisions (confidentiality, exclusivity). Triggers on LOI/term-sheet requests for commercial property acquisition, PSA pre-wire, exclusivity, or due-diligence entry.

Drafts U.S. commission plan agreements establishing compensation terms for agents, salespeople, or affiliates. Covers flat/tiered/hybrid structures, payment mechanics, clawbacks, territory definitions, termination effects, independent contractor classification, and restrictive covenants. Use when drafting or negotiating commission-based compensation in employment, consulting, or affiliate contexts.

Drafts a U.S. financing commitment letter memorializing a lender's binding agreement to fund under specified economic terms, conditions precedent, and fees. Covers commercial real estate acquisition, construction, business expansion, and general commercial lending. Use when drafting loan commitment letters, lender commitment letters, financing commitments, or pre-closing funding commitments.

Generates structured memorandum-style summaries of legal communications (email threads, meeting notes, correspondence, negotiation records). Captures decisions, commitments, deadlines, party positions, and legally significant language. Triggers when the user asks to summarize communication chains for corporate matters, discovery review, settlement negotiations, or matter file management.

Drafts a U.S. plaintiff-side breach of contract complaint with caption, jurisdiction/venue, four-element cause of action, and prayer for relief. Trigger when user needs to draft a breach of contract complaint for state or federal court filing.

Drafts a federal court complaint for copyright infringement under 17 U.S.C. § 101 et seq. Produces a Twombly/Iqbal-plausible pleading with caption, jurisdiction (28 U.S.C. §§ 1331, 1338(a)), venue (28 U.S.C. §§ 1391, 1400(a)), ownership allegations, infringement count, damages, and prayer. Use when initiating copyright litigation in U.S. federal court at the pleadings phase.

Drafts a court-ready Complaint for Negligence establishing duty, breach, causation, and damages with jurisdiction-aware pleading standards (Twombly-Iqbal federal vs. state notice/fact pleading). Use when filing a negligence complaint, initiating a personal injury suit, or pleading tort claims such as motor vehicle collisions, premises liability, or professional negligence.

Drafts a U.S. civil complaint asserting trespass and private nuisance causes of action in real property disputes. Use when initiating litigation for unauthorized property entry, encroachment, excessive noise, odors, pollution, vibration, or other conduct substantially interfering with use and enjoyment of real property.

Generates structured compliance summaries assessing regulatory posture, identifying gaps, and producing prioritized remediation roadmaps across finance (SEC, FINRA), healthcare (HIPAA, FDA), environmental (EPA), and data privacy (GDPR, CCPA) sectors. Use when drafting regulatory compliance reports, audit readiness assessments, or governance documents for executives, boards, or regulators. For sector-specific depth, defer to dedicated sibling skills (environmental-regulation-summaries, hipaa-p...

Produces 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.

Drafts corporate NDAs and confidentiality agreements for M&A, due diligence, partnerships, JVs, and licensing negotiations. Handles mutual vs. unilateral structuring, CI definitions and exclusions, compelled-disclosure procedures, standstill and non-solicit provisions, return/destroy obligations, and equitable relief. Use when initiating any pre-deal evaluation or sensitive business discussion requiring enforceable confidentiality protections.

Drafts U.S. Confidentiality and Invention Assignment Agreements (PIIA/CIIA) for employees or contractors. Covers DTSA immunity notice, present-tense invention assignment, prior-inventions schedule, return-of-property, and optional non-solicit/non-compete clauses with state-specific carve-outs. Use when onboarding workers, protecting IP, or forming a company. Trigger: confidentiality agreement, invention assignment, PIIA, CIIA, proprietary information, trade secrets, DTSA, prior inventions, wo...

Drafts enforceable confidentiality and non-disclosure agreements for corporate transactions, M&A, partnerships, and due diligence. Covers mutual and unilateral structures, defined-term confidential information, permitted disclosures, non-solicitation, standstill, return/destruction obligations, and equitable remedies. Use when drafting an NDA, confidentiality agreement, or mutual confidentiality agreement for business transactions.

Drafts enforceable U.S. Employee Confidentiality and Security Agreements protecting proprietary information, trade secrets, and digital assets, with layered confidential-information definitions, security and acceptable-use obligations, incident reporting protocols, termination property-return procedures, and post-employment restrictive covenants. Incorporates state-specific enforceability standards, DTSA whistleblower immunity notice, and NLRA Section 7 savings clauses. Use when onboarding em...

Drafts U.S. employment confidentiality and severance agreements combining separation compensation, broad claim releases, post-employment restrictions, and enforcement architecture. Handles OWBPA timing, DTSA notice, non-compete and non-solicit tailoring, non-disparagement, and unknown-claims waivers. Triggers on severance, separation agreement, release of claims, termination package, confidentiality waiver, non-compete, non-solicit, non-disparagement, OWBPA, arbitration clause, or DTA notice.

Drafts U.S. corporate and nonprofit conflict-of-interest policies with disclosure mechanics, review/recusal procedures, and enforcement controls aligned to IRS governance guidance and state corporate/nonprofit standards. Use when creating or updating COI policies, board disclosure rules, related-party transaction procedures, or Form 990 governance practices. Trigger: conflict of interest, COI, related party, interested person, board disclosure, nonprofit governance, Form 990, recusal.

Prepares witnesses for U.S. congressional hearings with committee member profiling, predicted question matrices, mock Q&A rounds, and procedural guidance. Use when executives or organizational representatives face House or Senate testimony in oversight, regulatory, or public controversy proceedings.

Drafts 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 j...