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Claude Skills by CaseMark
github.com/CaseMark2,057 skills58 installs3,401 views
- Financial Analysis SummaryGenerates structured summaries of financial analyses for commercial litigation. Use when summarizing expert financial reports, economic damages analyses, lost profits calculations, business valuations, or financial dispute evidence for litigation support.Votes: 0GitHub stars: 41
- Finders Fee AgreementDrafts U.S. corporate Finder's Fee Agreements that compensate introducers while constraining activities to avoid broker-dealer or agency status. Includes compensation mechanics, tail periods, exclusivity matrices, and regulatory gates for securities, anti-corruption, and licensing compliance. Use when drafting finder, introducer, referral-fee, or business-opportunity agreements in corporate development, M&A, or capital-raising contexts. Trigger keywords: finder's fee, introducer agreement, re...Votes: 0GitHub stars: 41
- Finra 4512 Customer AccountDrafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or preparing for regulatory examinations. Triggers on requests involving customer account documentation, CIP/AML obligations, trusted contact designations, suitability profiling, or SEC Rule 17a-3 recordkeeping in broker-dealer contexts.Votes: 0GitHub stars: 41
- Finra 4512 Customer InfoDrafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitability profile, and account elections. Trigger when the user mentions FINRA 4512, customer account information, KYC/CIP onboarding, trusted contact person, Rule 2111 suitability, Rule 3210, or broker-dealer new account setup.Votes: 0GitHub stars: 41
- Fintech Regulatory SummariesGenerates structured regulatory summaries for fintech compliance covering crypto, payments, lending, mobile banking, and money transmission. Covers CFPB, SEC, CFTC, FinCEN, OCC, Federal Reserve, and state regulators with urgency triage and compliance deadlines. Use when compliance officers or legal teams need recent regulatory updates, agency guidance monitoring, or regulatory status reports.Votes: 0GitHub stars: 41
- First Right Of Refusal AgreementDrafts 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.Votes: 0GitHub stars: 41
- Fiscal Sponsorship AgreementDrafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.Votes: 0GitHub stars: 41
- Flp AgreementDrafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 with legitimate business purpose, valuation discounts, and senior-generation control. Use when drafting FLP agreements, family partnership documents, or estate planning partnership structures.Votes: 0GitHub stars: 41
- Flsa Conditional CertificationDrafts a Motion for Conditional Certification under FLSA § 216(b) for wage and hour collective actions. Applies the two-stage certification framework with similarly-situated analysis and proposed notice plan. Use when filing for conditional certification, FLSA collective action notice, opt-in certification, or wage and hour class-wide claims in federal court.Votes: 0GitHub stars: 41
- Fmla ComplaintDrafts litigation-ready FMLA violation complaints under 29 U.S.C. § 2617 for federal court or DOL filing. Covers eligibility, interference, retaliation, notice timelines, and damages. Use when drafting FMLA complaints, family medical leave interference claims, FMLA retaliation pleadings, or employment leave violation actions.Votes: 0GitHub stars: 41
- Food Facility RegistrationDrafts an FDA Food Facility Registration under FSMA and 21 CFR Part 1, Subpart H (21 U.S.C. 350d). Covers facility identity, food product categories, U.S. agent designation for foreign facilities, and certification language. Use when preparing new FDA facility registrations, biennial renewals, or registration updates for domestic or foreign food facilities.Votes: 0GitHub stars: 41
- Forbearance AgreementDrafts loan forbearance agreements that temporarily suspend lender enforcement rights during borrower default. Triggers when drafting forbearance agreements, loan workout documents, payment modification agreements, or temporary enforcement suspension arrangements in commercial lending.Votes: 0GitHub stars: 41
- Foreclosure ComplaintDrafts U.S. judicial foreclosure complaints pleading standing, chain of title, default, and amounts due with jurisdiction-specific compliance and exhibit control. Triggered when the user needs a foreclosure complaint, mortgage foreclosure pleading, note-and-mortgage enforcement action, or default-based real estate litigation involving acceleration, standing, or lost-note issues.Votes: 0GitHub stars: 41
- Foreclosure Proceedings SummaryGenerates structured chronological summaries of U.S. foreclosure proceedings from case documents. Extracts parties, property, loan info, procedural timeline, judicial decisions, deadlines, and current status. Flags bankruptcy stays, loss mitigation holds, standing challenges, RESPA/TILA issues, and procedural irregularities. Distinguishes judicial vs. non-judicial procedures. Use when summarizing foreclosure case posture for lender representation, borrower defense, or real estate transactions...Votes: 0GitHub stars: 41
- Foreign Corporation RegistrationDrafts 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. Trigg...Votes: 0GitHub stars: 41
- Forensic Accounting ReportProduces a litigation-ready forensic accounting investigation report structured for expert disclosure and evidentiary use. Covers financial irregularities, asset tracing, fraud analysis, quantified damages, and defensible conclusions with exhibits. Use when drafting a forensic accounting report, expert report, fraud investigation summary, asset concealment analysis, or pre-trial financial investigation materials.Votes: 0GitHub stars: 41
- Form 10 QDrafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certifications. Use when preparing quarterly SEC filings, EDGAR-ready 10-Qs, or interim disclosure packages. Trigger keywords: Form 10-Q, quarterly report, MD&A, Regulation S-K, Regulation S-X, SOX 302, SOX 906, XBRL, EDGAR, interim financial statements.Votes: 0GitHub stars: 41
- Form 1023 ApplicationDrafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. Use when preparing Form 1023 filings, nonprofit tax-exempt applications, or 501(c)(3) submissions. Triggers: "Form 1023", "501(c)(3)", "tax-exempt status", "recognition of exemption".Votes: 0GitHub stars: 41
- Form 1023Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.Votes: 0GitHub stars: 41
- Form 10kDrafts SEC Form 10-K Annual Reports under the Securities Exchange Act of 1934. Structures all four Parts with Regulation S-K compliance and GAAP financial integration. Use when drafting 10-K filings, annual reports, or public company annual SEC disclosures.Votes: 0GitHub stars: 41
- Form 8kDrafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must disclose a reportable event (material agreement, acquisition, personnel change, Reg FD disclosure) or file a current report within four business days. Trigger on "Form 8-K", "current report", "8-K filing", "EDGAR", "Item 1.01", "Item 2.01", "Item 5.02", "Reg FD".Votes: 0GitHub stars: 41
- Form AdvDrafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".Votes: 0GitHub stars: 41
- Form D NoticeDrafts U.S. SEC Form D notice data sets for Regulation D exempt offerings (Rule 504, 506(b), 506(c)), ready for EDGAR submission. Use when preparing a Form D filing, notice of exempt offering, Reg D compliance, or unregistered securities offering notice.Votes: 0GitHub stars: 41
- Form DDrafts SEC Form D Notice of Exempt Offering for EDGAR filing under Regulation D. Captures issuer details, related persons, offering structure, exemption basis (Rule 504, 506(b), 506(c)), sales compensation, and use of proceeds. Use when filing Form D, preparing an exempt offering notice, or handling Regulation D compliance for unregistered securities.Votes: 0GitHub stars: 41
- Franchise Agreement SummarySummarizes US franchise agreements into a structured overview of parties, term, territory, fees, operations, IP, transfer, termination, covenants, dispute resolution, and risks. Triggers when the user asks to summarize a franchise agreement, franchise contract, or franchisor-franchisee terms, or to extract deal terms for review, diligence, or negotiation.Votes: 0GitHub stars: 41
- Franchise AgreementDrafts FTC-compliant U.S. Franchise Agreements covering rights grants, territory, fees, operational standards, IP protection, transfer restrictions, default/termination, and post-term obligations. Flags state relationship and registration law issues. Use when drafting initial or renewal franchise agreements, negotiating franchise terms, or expanding a franchise system.Votes: 0GitHub stars: 41
- Franchise Disclosure DocumentDrafts U.S. Franchise Disclosure Documents compliant with the FTC Franchise Rule (16 C.F.R. Part 436) and state franchise laws. Produces Items 1–23, required tables, exhibits, receipt pages, and state addenda. Trigger when preparing or updating an FDD, franchise registration package, or state addenda. Keywords: FDD, Franchise Disclosure Document, franchise rule, franchise registration, Item 17, Item 19, Item 20.Votes: 0GitHub stars: 41
- Franchise Lease RiderDrafts a U.S. franchise lease rider/recognition agreement establishing franchisor as third-party beneficiary with notice/cure, assignment, brand, IP, alteration, and exclusivity protections. Triggers on "lease rider", "recognition agreement", "franchise lease", "third-party beneficiary", "notice and cure", "assignment option", or franchise location lease addenda.Votes: 0GitHub stars: 41
- Franchise NdaDrafts a U.S. franchise-focused confidentiality and non-disclosure agreement protecting franchisor trade secrets, operational manuals, financial data, marketing strategies, and supplier terms during pre-franchise evaluation. Use when preparing an NDA for prospective franchisees, pre-FDD disclosures, franchise due diligence, or confidentiality agreements covering franchise system information.Votes: 0GitHub stars: 41
- Franchise Personal GuarantyDrafts a Personal Guaranty binding individual principals to a corporate franchisee's obligations under a franchise agreement. Covers unconditional payment-and-performance guaranty, suretyship defense waivers, reinstatement, subordination, joint and several liability, financial disclosure covenants, and spousal consent. Use when drafting franchise guaranty agreements, personal guarantees for franchise transactions, or franchisor credit enhancement documents.Votes: 0GitHub stars: 41
- Franchise ReleaseDrafts 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.Votes: 0GitHub stars: 41
- Franchise RenewalDrafts 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.Votes: 0GitHub stars: 41
- Franchise RofrDrafts a First Right of Refusal Agreement for franchise relationships, granting the franchisor priority purchase rights on third-party offers for the franchised business. Covers notice procedures, exercise periods, bona fide offer requirements, covered transfers, excluded transfers, valuation mechanics, and closing procedures. Use when supplementing franchise agreements with ROFR provisions, protecting franchisor control over brand operators, or drafting transfer-restriction supplements.Votes: 0GitHub stars: 41
- Franchise Transfer AgreementDrafts a tripartite U.S. Franchise Transfer Agreement allocating rights, liabilities, and closing mechanics among franchisor, transferor, and transferee. Covers asset/liability allocation, purchase price structure, franchisor approval conditions, FDD compliance, restrictive covenants, and indemnification. Use when drafting franchise transfer agreements, franchise assignment agreements, franchise sale documents, or franchise consent-to- transfer packages during negotiation or closing phases.Votes: 0GitHub stars: 41
- Fraudulent Conveyance ComplaintDrafts a U.S. fraudulent conveyance complaint to avoid and recover debtor asset transfers under UFTA, UVTA, or state equivalents. Covers actual fraud (UVTA § 4(a)(1)), constructive fraud theories, badges of fraud, provisional remedies, and full prayer for relief. Use when a creditor needs to challenge a transfer made to hinder, delay, or defraud creditors, including bankruptcy adversary proceedings. Triggers: fraudulent conveyance, fraudulent transfer, voidable transaction, badges of fraud, a...Votes: 0GitHub stars: 41
- Fund Subscription AgreementDrafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents for private equity, venture capital, hedge, real estate, or other private funds. Covers accredited investor reps, transfer restrictions, risk acknowledgments, KYC/AML conditions, and acceptance mechanics. Trigger: subscription agreement, investor questionnaire, PPM, LPA, accredited investor, Reg D, capital commitment.Votes: 0GitHub stars: 41
- Fundraiser Contract ComplianceAudits professional solicitor, fundraising counsel, and commercial co-venturer contracts for state charitable solicitation compliance. Classifies relationships, verifies vendor registration, extracts compensation and custody-of-funds terms, checks state-mandated clauses, and produces disclosure narratives, gap logs, and evidence packages. Use when reviewing fundraiser agreements, onboarding fundraising vendors, preparing state charity filings (CHAR007, CT-2CF, Schedule G), or auditing charita...Votes: 0GitHub stars: 41
- Gambling Law SummaryProduces jurisdiction-specific U.S. gambling law regulatory summaries covering legal status, licensing, taxes, enforcement, and pending reforms. Use when asked about gaming regulation, casino licensing, sports betting compliance, online gambling law, tribal gaming compacts, or market entry assessments.Votes: 0GitHub stars: 41
- Gas Gathering AgreementDrafts a Gas Gathering Agreement for receipt, compression, dehydration, and transportation of natural gas from wellhead to delivery point. Enforces FERC compliance, AAPL form alignment, API/GPA measurement standards, and midstream risk allocation. Use when drafting or negotiating midstream gathering contracts, producer-gatherer agreements, dedicated acreage agreements, or gas transportation arrangements.Votes: 0GitHub stars: 41
- Gdpr Data Processing AddendumDrafts an Article 28-aligned GDPR Data Processing Addendum (DPA) as an attachable annex for SaaS, cloud, or outsourcing agreements. Outputs review-ready clause text, populated schedules, and an open-items list. Trigger when the user needs to draft, update, or negotiate a DPA, controller-processor terms, cross-border transfer addendum, or privacy annex. Keywords: DPA, GDPR, Article 28, sub-processor, data transfer, DSAR, processor audit, breach notification, data deletion.Votes: 0GitHub stars: 41
- Gdpr DpaDrafts GDPR Article 28-compliant Data Processing Addenda with schedules ready for execution. Use when drafting or updating a DPA, vendor GDPR addendum, controller-processor agreement, or data protection addendum involving sub-processors, breach notification, audits, international transfers, or SCCs.Votes: 0GitHub stars: 41
- Glba Privacy NoticeDrafts GLBA-compliant privacy notices using the 16 CFR Part 313 Appendix A model form safe harbor. Use when creating or updating Regulation P privacy notices, annual consumer disclosures, or NPI sharing notices for banks, credit unions, securities firms, insurers, or other covered entities under 15 U.S.C. §§ 6801–6809.Votes: 0GitHub stars: 41
- Gmp SopDrafts inspection-ready GMP standard operating procedures for regulated manufacturing. Covers document control, role accountability, process controls, deviation/CAPA handling, and records management aligned to FDA CGMP (21 CFR 210/211), Part 11, ICH Q7/Q9/Q10, WHO GMP, PIC/S, and EU GMP. Use when creating or overhauling a GMP SOP, preparing for audits or inspections, or building compliance-ready procedures. Trigger: GMP, SOP, CGMP, 21 CFR 210, 21 CFR 211, Part 11, ICH Q7, ICH Q9, ICH Q10, WHO...Votes: 0GitHub stars: 41
- Grant AgreementDrafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit funding agreements, or foundation grant contracts.Votes: 0GitHub stars: 41
- Grant Warranty DeedDrafts execution-ready Grant Deeds and Warranty Deeds for residential real property transfers, enforcing state-specific granting language, legal descriptions, covenant selection, and recording compliance. Use when preparing grant deeds, warranty deeds, property conveyances, title transfers, or real estate closing documents. Trigger keywords: grant deed, warranty deed, property conveyance, title transfer, deed of conveyance, real property transfer, recording deed.Votes: 0GitHub stars: 41
- Ground LeaseDrafts U.S. ground lease agreements for long-term land leases (49–99 years) where tenants construct improvements on landlord-retained fee property. Covers term structures, leasehold mortgage protections, rent escalation, improvement ownership/reversion, subordination, condemnation, and environmental allocation. Use when drafting, negotiating, or reviewing ground leases for commercial real estate (retail, office, hospitality, mixed-use, public-private partnerships).Votes: 0GitHub stars: 41
- Gsa Schedule ContractDrafts FAR/GSAR-compliant GSA Schedule (MAS/FSS) contracts with clause matrices, SIN scope, pricing/PRC/EPA mechanics, IFF reporting, TAA, Section 508, cybersecurity, and subcontractor flow-downs. Use when drafting or reviewing GSA Schedule contracts, MAS solicitations, SIN crosswalks, price lists, or FAR/GSAR clause sets. Triggers: GSA Schedule, MAS, SIN, FAR 52.212, GSAR 552.238, IFF, PRC, EPA, TAA, Section 508, FedRAMP.Votes: 0GitHub stars: 41
- Guaranty AgreementDrafts 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.Votes: 0GitHub stars: 41
- Guaranty UnlimitedDrafts 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.Votes: 0GitHub stars: 41
- Guardian Nomination MinorsDrafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primary and alternate guardian designations, death/incapacity triggers, custody-order alignment, scope of authority, financial coordination, and execution requirements. Use when creating a nomination of guardian, standby guardian appointment, or minor guardianship designation in estate planning.Votes: 0GitHub stars: 41