Claude Skills by CaseMark

Synthesizes interrogatories, RFPs, RFAs, deposition transcripts, and privilege logs into a thematic, issue-based analytical memorandum with gap analysis and deficiency tracking. Trigger when the user asks to summarize discovery responses, review discovery, analyze privilege logs, plan follow-up discovery, prepare for summary judgment or trial from discovery materials, or cross-reference voluminous discovery across multiple methods.

Drafts a California-compliant discovery Separate Statement for motions to compel under Cal. Rules of Court rule 3.1345. Trigger when the user mentions a California motion to compel, Separate Statement, "sep stat," Rule 3.1345, CCP 2023.030 sanctions, interrogatory/RFP/RFA/deposition disputes, or verbatim request-response formatting for CA Superior Court discovery motions.

Summarizes discovery documents (interrogatories, RFPs, RFAs, depositions, privilege logs) into structured attorney-ready memoranda. Triggers when the user needs to summarize discovery materials, identify key admissions, spot response gaps, cross-reference answers, or prepare a discovery status report.

Generates 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.

Produces an attorney-grade audit memorandum assessing whether written discovery responses are legally binding and timely. Use this skill when the user mentions verification audit, discovery verification, proof of service review, signature authority, perjury clause compliance, deadline computation, mailbox rule extensions, service defects, waiver risk, or motion-to-compel deadline analysis. Also trigger when the user references FRCP 33(b)(3) verification, CCP 2015.5, 28 U.S.C. 1746, attorney v...

Drafts a Petition for Dissolution of Marriage for filing in US state family courts. Covers jurisdictional standing, grounds, child custody and support, property and debt division, spousal support, and prayer for relief. Use when preparing initial divorce petitions, dissolution pleadings, or family law filing documents.

Drafts 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.

Drafts a corporate Distribution of Assets Plan for dissolution, restructuring, or wind-down, covering asset inventory with valuations, beneficiary designations, distribution methodology, contingency provisions, administrative powers, and execution formalities. Use when preparing dissolution plans, corporate wind-down documents, or asset allocation agreements among shareholders, creditors, or stakeholders; trigger keywords: distribution of assets, dissolution plan, wind-down, asset allocation,...

Drafts a board of directors resolution authorizing a cash, stock, or property dividend to shareholders. Enforces solvency testing (equity and balance sheet), WHEREAS/RESOLVED clause structure, critical date triad (declaration/record/payment), officer authorization, and Secretary certification under Delaware DGCL §170 or equivalent state statute. Use when documenting board approval of a dividend distribution or when corporate governance records require a formal profit-distribution authorization.

Produces structured summaries of U.S. divorce settlement agreements (MSAs), extracting material terms across property, custody, support, taxes, insurance, fees, and deadlines. Triggers on requests for divorce settlement summary, MSA summary, marital settlement agreement, property division, child custody, parenting plan, child support, or alimony extraction.

Drafts a DMCA takedown notice compliant with 17 U.S.C. § 512(c)(3) for removing infringing content from online service providers. Enforces all six statutory elements, good faith and perjury statements, and exact infringing URL identification. Use when drafting DMCA notices, copyright takedown requests, or pre-suit infringement enforcement letters against platforms or hosts.

Generates a structured log and strategic summary of opposing-party document productions in U.S. litigation discovery. Categorizes by type, date, custodian, and relevance; flags hot documents; tracks privilege assertions per FRCP 26(b)(5); identifies production gaps. Use when organizing voluminous productions, surfacing critical evidence, assessing completeness, or supporting meet-and-confer and motion to compel decisions.

Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and litigation hold procedures. Use when creating retention policies, records management governance, document destruction schedules, or compliance frameworks for 501(c)(3) and other tax-exempt entities.

Drafts 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.

Drafts a GDPR- and CCPA-compliant Data Subject Access Request (DSAR) intake form for collecting requester information and processing privacy rights. Use when drafting DSAR forms, privacy rights request templates, or data subject rights workflows for EU/US-regulated organizations.

Drafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure, financials, tax, contracts, IP, litigation, employment, benefits, insurance, and environmental compliance. Surfaces change-of-control triggers, consent requirements, and red flags. Use when preparing for deal closing, board presentations, or investor disclosure.

Produces U.S. corporate/M&A due diligence reports summarizing legal risks across corporate records, contracts, liabilities, regulatory compliance, and IP. Use when drafting a diligence report, red flags memo, or legal risk summary for acquisitions, asset purchases, minority investments, or financing. Trigger keywords: due diligence, diligence report, red flags, M&A, acquisition, target review, HSR, CFIUS, reps and warranties, indemnity.

Produces structured U.S. transactional due diligence summaries with risk ratings, document citations, and follow-up actions. Triggers when the user requests a due diligence summary, diligence report, red-flag memo, or data room analysis for M&A, investment, or partnership transactions.

Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapacity. Use when a user needs a financial POA, DPOA, attorney-in-fact authorization, or incapacity planning document. Triggers on requests involving durable power of attorney, financial agency designation, or springing power of attorney drafting.

Drafts court-ready Domestic Violence Restraining Order petitions compiling chronological abuse incidents into element-driven pleadings supporting ex parte TRO and permanent protective order relief. Covers personal conduct orders, stay-away orders, custody/visitation, move-out orders, property control, and firearms relinquishment. Use when drafting DVRO petitions, protective order requests, ex parte TRO applications, or domestic violence pleadings.

Drafts court-ready ESI Protocol Agreements governing electronically stored information exchange in U.S. federal litigation. Covers FRCP 26(f)/34 compliance, FRE 502(d) clawback, TAR methodology, privilege logs, and production format specs. Use when drafting e-discovery stipulations, ESI protocols, meet-and-confer agreements, or joint discovery plans.

Drafts 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.

Drafts a plaintiff-side U.S. complaint for easement disputes covering interference, trespass, declaratory judgment, and injunctive relief. Triggers when user needs to initiate litigation to enforce, clarify, or establish easement rights against interference, blockage, or encroachment on real property.

Generates a Lost Wage & Economic Loss Report for personal injury litigation. Calculates past/future lost wages, diminished earning capacity, medical expenses, and out-of-pocket costs with source-cited, present-value projections. Use when quantifying economic damages for plaintiff-side personal injury matters during discovery, pre-trial, or settlement. Trigger: lost wages, economic damages, earning capacity, wage loss, damages calculation, personal injury damages.

Drafts an audit-ready Export Compliance Program manual covering EAR, ITAR, and OFAC requirements. Use when creating or updating an export compliance policy, international trade compliance program, or preparing enforcement defense documentation for regulatory review.

Produces an internal U.S. litigation e-discovery status summary covering ESI collection, processing, search-term hits, review throughput, relevance and privilege rates, and completion forecasts. Triggers when the user requests an e-discovery status report, collection log summary, processing report, review statistics, coding report, search-term results, or privilege review summary.

Generates a structured internal e-discovery status report tracking ESI from collection through attorney review. Covers custodian volumes, search term hit rates, review coding statistics, reviewer productivity, and projected timelines. Use when counsel, case managers, or clients need a progress report during the discovery phase of U.S. commercial litigation.

Drafts an EEOC Charge of Discrimination (Form 5) for federal administrative complaints under Title VII, ADEA, ADA, GINA, and EPA. Verifies jurisdiction and timeliness, builds a prima facie narrative from uploaded documents, and structures relief. Use when drafting employment discrimination, harassment, retaliation, failure-to-accommodate, or hostile work environment charges requiring EEOC filing before federal litigation.

Drafts employer Position Statements responding to EEOC charges of discrimination. Builds a factual, strategically favorable narrative from charge documents, personnel files, policies, and comparator evidence. Covers Title VII, ADA, ADEA claims including disparate treatment, harassment, and retaliation defenses. Use when responding to an EEOC charge, drafting a position statement, defending against employment discrimination allegations, or preparing an agency investigation response.

Produces legally focused summaries of California Environmental Impact Reports (EIRs) under CEQA and federal Environmental Impact Statements (EISs) under NEPA. Extracts impacts, mitigation, alternatives, and compliance vulnerabilities. Reflects the 2025 CEQA reforms (AB 130 + SB 131) and the April 2025 rescission of CEQ NEPA implementing regulations. Triggers on requests for EIR/EIS summary, CEQA/NEPA review, mitigation analysis, alternatives analysis, cumulative impacts review, permit challen...

Generates 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.

Drafts a mutual, enforceable Employee Arbitration Agreement for binding arbitration of employment disputes. Covers FAA compliance, state-law enforceability (Armendariz factors, PAGA carve-outs), class/collective action waivers, cost allocation, and agency carve-outs. Use when onboarding new hires, updating arbitration policy, or replacing existing dispute resolution procedures.

Generates structured attorney-review memos from employee complaints, extracting parties, timeline, claims, evidence, defenses, and risk flags. Covers Title VII, ADA, ADEA, FMLA, FLSA, and state analogs. Use when summarizing initial complaints, EEOC charges, investigation reports, or personnel files to assess litigation risk and develop response strategy.

Drafts enforceable Employee Confidentiality and Security Agreements protecting trade secrets, proprietary information, and digital assets. Incorporates DTSA whistleblower notice, state-specific enforceability, NLRA carveouts, and data privacy compliance. Use when onboarding employees, updating confidentiality policies, or creating security agreements for data privacy and cybersecurity contexts.

Produces a structured, source-cited summary of U.S. employment disputes for HR and litigation review. Trigger when asked to summarize an employee dispute, employment litigation, HR investigation, EEOC/agency matter, discrimination, harassment, retaliation, wrongful termination, wage-hour dispute, or grievance/arbitration file.

Drafts 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.

Drafts U.S. employee non-disclosure/confidentiality agreements that protect employer trade secrets and proprietary information while preserving employee mobility. Triggers on: employee NDA, confidentiality agreement, non-disclosure agreement, trade secret protection, proprietary information, onboarding confidentiality clause, pre-employment NDA.

Drafts enforceable U.S. Employee Retention Agreements (ERAs) for M&A, restructurings, and leadership transitions. Covers cash/equity/hybrid incentives, 409A compliance, termination scenarios, change-in-control triggers, restrictive covenants, and 280G golden parachute analysis. Trigger when drafting retention bonus agreements, executive compensation packages, or key-employee continuity contracts for business transitions.

Drafts U.S. employee separation and release agreements exchanging severance consideration for a comprehensive release of employment-related claims, with OWBPA/ADEA compliance, COBRA terms, confidentiality, and post-employment obligations. Use when preparing separation agreements, severance packages, termination releases, or settling employment claims.

Drafts 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.

Produces structured U.S. employment contract summaries with section-level citations, capturing key terms, obligations, risks, and notable omissions. Use when summarizing an employment contract, executive employment agreement, offer letter, or consulting agreement. Triggers on "employment contract summary," "employment agreement," "compensation," "severance," "non-compete," "non-solicit," "confidentiality," or "restrictive covenant."

Drafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, spending methodology, underwater fund treatment, and fiduciary roles. Use when creating or updating endowment governance policies, institutional fund stewardship documents, or board-adoption investment and spending guidelines.

Generates structured summaries of U.S. energy sector regulations and landmark cases with compliance-focused analysis. Use when summarizing FERC orders, state PUC decisions, renewable energy incentives, NEPA compliance, environmental review requirements, or energy case law for legal professionals, policymakers, or industry stakeholders.

Reviews attorney engagement letters for completeness, fee clarity, scope definition, and potential client-side risks. Flags missing provisions, ambiguous terms, and unusual fee arrangements. Use when the user mentions "engagement letter", "retainer agreement", "fee agreement review", "scope of representation", or needs to evaluate terms before signing or sending an engagement letter.

Negotiates bespoke enterprise API addenda that override standard click-wrap terms for high-value partners. Covers document precedence, indemnification and liability caps, SLA/service-credit design, exclusivity, API versioning governance, data rights, and internal alignment. Triggers when user mentions enterprise API addendum, click-wrap override, API SLA negotiation, API indemnity, service credits, breaking-change governance, MFN clauses, or enterprise partner terms.

Drafts recordable environmental covenants and easements imposing run-with-the-land use restrictions after contamination, remediation, or regulatory settlement under UECA, CERCLA, RCRA, and state law. Use when drafting institutional controls, land use restrictions, environmental easements, or post-remediation covenants required by EPA or state environmental agencies.

Drafts NEPA-compliant Environmental Impact Statements (EIS) under 42 U.S.C. § 4321 et seq. as amended by the Fiscal Responsibility Act of 2023 (Pub. L. 118-5). Covers purpose and need, alternatives analysis, affected environment, environmental consequences, mitigation, and public involvement. Reflects 2023 statutory page limits and deadlines and the April 11, 2025 rescission of CEQ's NEPA implementing regulations (formerly 40 C.F.R. Parts 1500–1508). Anchors on lead-agency NEPA implementing p...

Drafts and revises U.S. environmental indemnity agreements for real estate lending and acquisition transactions, allocating contamination and environmental-law liability to protect lenders, secured parties, or buyers. Covers indemnity scope, reps/warranties, covenants, remediation rights, escrows, insurance, survival, and assignment aligned to loan or acquisition documents. Use when drafting an environmental indemnity agreement, environmental liability allocation, lender environmental rider, ...

Drafts Environmental Indemnity Agreements allocating contamination, remediation, and regulatory liabilities between indemnitor (borrower/owner) and indemnitee (lender/secured party) in CRE and lending transactions. Covers CERCLA, RCRA, state statutes, survival provisions, and enforcement mechanisms. Use when drafting environmental indemnities, contamination risk allocation, or lender environmental protections in acquisition or financing deals.

Generates structured summaries of U.S. environmental laws, compliance obligations, and permitting requirements for specific industries or projects. Covers federal statutes (CAA, CWA, RCRA, CERCLA, NEPA as amended by FRA 2023, ESA, TSCA), state analogs, and local requirements. Maps regulations to business activities including permitting, reporting, monitoring, and penalties (referencing 40 CFR § 19.4 inflation-adjusted maximums). Reflects post-Sackett WOTUS scope, PFAS CERCLA designation, CEQ ...