Claude Skills by CaseMark

Drafts a U.S.-compliant Exporter of Record (EOR) Agreement appointing a third party as USPPI for international export transactions. Allocates compliance obligations under EAR, ITAR, OFAC, and CBP with denied-party screening, AES/EEI filing, indemnification, and record retention. Use when drafting EOR appointments, export compliance service agreements, or logistics outsourcing for cross-border shipments.

Drafts turnkey Engineering, Procurement, and Construction (EPC) contracts for industrial facility projects. Covers scope of work, commercial terms, performance guarantees, risk allocation, warranties, and dispute resolution. Use when drafting EPC agreements, turnkey construction contracts, or energy infrastructure project contracts (power plants, petrochemical facilities, water treatment plants).

Drafts a U.S. venture equity term sheet from deal facts into a negotiation-ready, investor-grade document. Use when counsel or founders need a structured term sheet covering pricing, capitalization, liquidation preferences, anti-dilution, governance, investor protections, transfer/registration rights, and closing mechanics. Trigger: term sheet, equity financing, venture capital, series preferred, pre-money valuation, liquidation preference, pro rata, ROFR, co-sale, registration rights.

Drafts 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 framew...

Drafts tripartite U.S. escrow agreements for M&A and commercial closings, covering escrow property, deposit mechanics, release conditions, dispute handling, agent duties/limits, indemnity, fees, and termination. Use when asked to draft an escrow agreement, escrow instructions, holdback/indemnity escrow, closing escrow, or escrow agent agreement.

Drafts binding escrow instructions for residential real estate closings. Extracts key terms from purchase agreements, identifies gaps or conflicts, and incorporates jurisdiction-specific requirements. Use when preparing escrow agent directives, closing instructions, escrow arrangements, or residential transaction closing documents.

Drafts stipulated ESI protocols for federal e-discovery. Produces court-ready agreements governing preservation, collection, processing, review, and production of electronically stored information under FRCP Rules 26, 34, 37 and Sedona Principles. Trigger when formalizing ESI procedures between parties during the discovery phase.

Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax records, and distribution documents. Covers decedent identification, asset catalog, creditor status, tax compliance, beneficiary tracking, legal hurdles, and remaining tasks. Use when summarizing estate progress, preparing executor status reports, onboarding to a probate matter, or briefing beneficiaries. Trigger keywords: estate summary, probate ...

Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.

Drafts enforceable End-User License Agreements for software licensors across desktop, mobile, SaaS, and cloud models. Covers click-wrap formation, IP ownership, liability limitations, data privacy compliance (GDPR/CCPA/COPPA), and export controls. Use when drafting software license agreements, app store terms, SaaS subscription agreements, or trial/freemium license terms.

Drafts 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.

Generates a structured evidence and liability summary for plaintiff-side personal injury negligence claims. Triggers when the user needs liability analysis, negligence element breakdowns, evidence cataloging with gap identification, discovery assessment, or pre-trial case evaluation.

Drafts U.S. ex parte seizure orders authorizing immediate property or asset seizure without notice. Enforces the four-factor ex parte standard, FRCP 65, Lanham Act seizure provisions (15 U.S.C. § 1116(d)), bond requirements, and due process safeguards. Use when drafting ex parte seizure orders, TRO-based asset seizure, or IP counterfeiting seizure orders in federal or state court.

Drafts a categorized schedule of excluded assets and liabilities as an exhibit to an asset purchase agreement. Delineates retained assets and unassumed liabilities by class. Use when drafting APA schedules, negotiating asset carve-outs, preparing closing exhibits, or defining exclusion scope in M&A asset sales.

Drafts an Exclusive Patent License Agreement granting a Licensee exclusive rights to commercialize Licensed Patents within a defined Territory and Field of Use. Covers grant clauses, royalty structures, diligence milestones, patent prosecution allocation, infringement enforcement, and termination frameworks. Use when drafting patent license agreements, exclusive IP licenses, technology licensing deals, or patent monetization agreements.

Drafts U.S. executive employment agreements covering compensation, equity, severance, and restrictive covenants tailored to jurisdictional enforceability. Use when drafting C-suite or senior executive employment agreements, executive offer conversions, or negotiated employment terms involving severance, change in control, equity vesting, non-compete, or non-solicit provisions.

Generates decision-ready executive summaries from complex legal documents for senior lawyers, executives, and clients. Use when condensing contracts, opinions, litigation findings, regulatory reports, or governance materials into stakeholder-ready work product.

Guides 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.

Surfaces 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.

Analyzes expert witness reports, depositions, and testimony to identify gaps in medical record review, map conflicts to the full record set, and produce impeachment and admissibility analysis with pinpoint citations. Use when reviewing expert reports for missing medical records, selective review patterns, Daubert/Frye challenges, cross-examination prep, motions to exclude or limit, or rebuttal expert focus in personal injury or medical malpractice litigation.

Analyzes expert witness reports against complete medical record sets to identify omissions, bias patterns, and methodology gaps. Generates impeachment-ready reports with pin-cited findings and strategic recommendations. Triggers when the user needs to review opposing expert reports, prepare cross-examination, support Daubert/Frye motions, or retain rebuttal experts in personal injury or medical malpractice litigation.

Drafts a litigation-ready expert report on class-wide damages for class action proceedings. Structures analysis to satisfy Daubert/FRE 702 admissibility and FRCP 23(b)(3) predominance. Use when retaining or preparing a damages expert for class certification, merits, or trial phases.

Generates a structured expert report on economic damages for U.S. commercial litigation. Produces Daubert-ready, FRE 702-compliant analyses covering lost profits, disgorgement, diminution in value, or reasonable royalty with full FRCP 26(a)(2)(B) disclosure. Use when the user needs a damages expert report, economic loss calculation, damages rebuttal, forensic accounting analysis, or expert disclosure for commercial disputes during discovery, pre-trial, or trial.

Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materials, findings, opinions, assumptions, limitations, and quantitative results with pinpoint citations. Use when summarizing expert reports, preparing for depositions or trial, reviewing expert disclosures, or planning cross-examination.

Produces structured expert witness analyses covering qualifications, opinions, methodology, admissibility (Daubert/Frye), and cross-examination vulnerabilities. Use when evaluating opposing or retained experts during discovery or pre-trial, preparing motions to exclude, or developing cross-examination strategy.

Drafts litigation-ready expert witness deposition workflows for U.S. federal and state matters, covering preparation, examination, and defense strategy. Use when handling expert depositions, Daubert or Frye admissibility issues, Rule 26(a)(2) or 26(b)(4) disclosures, qualification and methodology challenges, bias and compensation probing, prior testimony impeachment, or work-product objections.

Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.

Analyzes expert witness materials (reports, depositions, CVs, publications) to identify inconsistencies, opinion drift, and methodological failures for impeachment. Produces a prioritized inconsistency register, cross-examination questions, and Daubert/Frye challenge assessment. Use when challenging expert reliability or credibility during discovery, pre-trial, or trial in commercial litigation.

Identifies medical records an expert witness failed to review, cite, or address by cross-referencing the expert's materials-reviewed list against the full case record set. Produces a tiered omissions register, methodology critique, bias analysis, and strategic recommendations for cross-examination and exclusion motions. Use in personal injury or medical malpractice litigation when challenging or defending expert credibility during discovery, pre-trial, or trial preparation.

Critiques opposing expert witness reports for admissibility challenges, disclosure deficiencies, and cross-examination vulnerabilities. Triggers when the user provides an expert report for analysis, needs Daubert/Frye assessment, requests a motion to exclude or limit expert testimony, or prepares deposition or trial cross-examination of an opposing expert.

Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications, methodology, opinions, assumptions, and quantitative findings into a navigable reference. Use when summarizing expert witness reports, retained expert disclosures, or rebuttal expert reports in US litigation.

Drafts jurisdiction-specific petitions for expungement or sealing of criminal records. Covers caption construction, statutory eligibility analysis, rehabilitation narratives, and prayer for relief. Use when drafting expungement petitions, record-sealing motions, set-aside petitions, or certificates of rehabilitation in post-conviction proceedings.

Drafts 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.

Drafts FRCP 23(e)-compliant class action fairness hearing notices. Extracts settlement terms, class definition, deadlines, and court-mandated language from case documents to produce plain-language notices satisfying due process. Use when drafting settlement notices, fairness hearing notices, class action notice of proposed settlement, or CAFA notices.

Drafts 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.

Drafts FAR-compliant subcontract agreements between prime contractors and subcontractors under U.S. federal government prime contracts. Handles mandatory flow-down of FAR/DFARS/agency clauses, contract-type pricing, security/clearance, IP/data rights, and termination. Use when drafting government subcontracts, FAR flow-down clauses, or prime-sub agreements.

Drafts 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.

Drafts an implementable Foreign Corrupt Practices Act (FCPA) Compliance Policy for U.S.-jurisdictional corporations with international operations. Covers anti-bribery provisions (15 U.S.C. §§ 78dd-1 through -3), accounting provisions (15 U.S.C. §§ 78m(b)(2)(A)-(B)), gift thresholds, tiered third-party due diligence, internal controls, training, and whistleblower protections. Incorporates DOJ/SEC Resource Guide guidance. Use when drafting or updating an FCPA policy, anti-bribery compliance pro...

Drafts FDA Establishment Registration and Device Listing documents compliant with 21 CFR Part 807. Structures filings with establishment details, owner/operator information, device inventories, compliance certifications, and signature blocks mirroring FDA Form 2830. Triggers on initial registrations, annual renewals, listing updates, or foreign establishment filings requiring US agent designations.

Drafts a Receipt of Franchise Disclosure Document proving FTC Franchise Rule compliance under 16 C.F.R. § 436. Produces an execution-ready acknowledgment with franchisee identification, delivery date, FDD version, exhibit inventory, and dual signature blocks. Use when creating FDD receipts, franchise disclosure acknowledgments, or Item 19 FPR attestations.

Drafts eTariff-ready FERC Market-Based Rate Tariffs for wholesale electric energy, capacity, and ancillary services sales. Use when preparing MBR tariff filings, structuring market-based rate authority documentation, or drafting wholesale power tariffs for FERC proceedings. Covers Order Nos. 697/697-A/860, Category 1/2 analysis, 18 CFR Part 35 formatting, and EQR/change-in-status reporting.

Drafts field-of-use restriction clauses for U.S. IP licensing agreements, limiting licensee exploitation to a defined permitted field by industry, application, geography, or customer type. Use when drafting or negotiating permitted use clauses, field-of-use limitations, or technology licensing scope provisions.

Drafts enforceable Field of Use restriction clauses for U.S. IP licensing agreements (patent, software, trade secret, know-how). Covers permitted and restricted applications, sublicense limits, derivative-use treatment, audit and compliance mechanics, and remedy framework. Use when narrowing licensee exploitation rights, setting enforcement triggers, or preserving licensor rights outside scope during negotiation or formation. Triggers: field of use, permitted use, restricted use, sublicensing...

Drafts field-of-use restriction clauses for IP licensing agreements. Covers grant language, prohibited activities, audit rights, breach remedies, and dispute resolution. Use when drafting IP license restrictions, patent field-of-use limitations, technology licensing clauses, or licensee scope provisions.

Drafts court-ready Final Orders and Judgments for class action litigation with caption, procedural history, findings of fact, conclusions of law, and enforceable relief. Use when drafting final judgments, post-trial orders, summary judgment orders, or settlement approval orders in class actions.

Drafts a filing-grade final report of dissolution for U.S. corporate or LLC closings, documenting winding-up actions, creditor handling, asset disposition, distributions, and tax/regulatory closure. Use when counsel needs a defensible compliance record after authorized dissolution for state filing, internal review, or litigation readiness. Trigger on: final report of dissolution, winding up, certificate of dissolution, creditor notice, claims resolution, distribution schedule, tax clearance, ...

Drafts a Motion for Final Approval of Class Action Settlement under FRCP 23(e) or state equivalents, covering fairness analysis, notice compliance, fee requests, and supporting declarations. Use when seeking final court endorsement after preliminary approval, preparing for a Rule 23(e) fairness hearing, or drafting a settlement approval motion.

Prepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year reporting, liquidating distributions, K-1 issuance, and dissolution-period deadlines. Trigger when drafting or reviewing a final return for a dissolving corporation, winding-up entity, or corporate liquidation closing.

Drafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, liquidation items, schedule selection, and filing mechanics. Use when handling a "final return", "deceased taxpayer", "estate final 1040", "corporate dissolution filing", "short year return", or any closing-phase tax compliance task.

Drafts sworn financial affidavits and mandatory disclosure statements for family law proceedings. Produces jurisdiction-compliant financial statements covering income, expenses, assets, and liabilities with verification language. Use when preparing financial disclosures, sworn financial statements, domestic relations financial affidavits, or mandatory discovery responses in divorce, child support, spousal maintenance, or property division matters.