Claude Skills by CaseMark

Generates structured summaries of witness or subject interviews for criminal defense investigations. Distills key facts, verbatim statements, credibility indicators, and follow-up leads. Use when summarizing defense interviews, witness debriefs, subject interrogations, or investigative interview notes.

Drafts international distribution agreements for cross-border supplier–distributor relationships. Covers appointment/territory, Incoterms, pricing/payment, export controls, sanctions, FCPA/UKBA, data protection, IP licensing, termination, and international arbitration. Trigger when drafting distribution agreements, cross-border supply contracts, dealer agreements, or exclusive distributor appointments.

Produces a compliance memo and execution plan for U.S. intrastate securities offerings under Rule 147 or Rule 147A with state registration by qualification. Covers safe harbor selection, doing-business tests, residency verification, advertising controls, resale restrictions, integration analysis, and blue sky registration. Trigger when the user mentions intrastate offering, Rule 147, Rule 147A, registration by qualification, single-state offering, Section 3(a)(11), state-only fundraising, in-...

Drafts a U.S. Confidentiality and Invention Assignment Agreement (CIAA/PIIA) for employee or contractor onboarding. Covers confidential information, DTSA immunity notices, state-specific invention assignment carve-outs (CA, DE, IL, KS, MN, NC, UT, WA), present-tense IP assignment, work-made-for-hire, restrictive covenants, and prior invention disclosure. Use when drafting IP assignment agreements, onboarding employees or contractors, or protecting trade secrets in employment contexts. Trigger...

Drafts inverse condemnation complaints seeking just compensation for government takings without formal eminent domain. Use when a user needs a takings clause complaint, inverse condemnation pleading, or property rights constitutional claim involving physical, regulatory, or temporary takings.

Generates executive-level summaries of investigative reports covering workplace incidents, misconduct, fraud, or personal injury. Distills findings, evidence, methodology, and recommendations into a structured briefing. Use when summarizing investigation reports, incident reports, fraud investigations, or preparing litigation decision-maker briefings.

Produces structured antitrust investigation summaries for executives and counsel. Triggers on FTC/DOJ probes, state AG investigations, foreign competition authority inquiries, merger investigations, CIDs, subpoenas, or dawn-raid responses.

Drafts Investigator Agreements for FDA-regulated clinical trials between sponsors and principal investigators. Covers 21 CFR Parts 50, 56, 312/812, ICH GCP E6(R2), IRB governance, data integrity, IP, indemnification, financial terms, and termination. Use when preparing clinical trial investigator agreements, site agreements, PI agreements, or sponsor-investigator contracts for drug, biologic, or device studies.

Drafts a U.S. Investment Advisory Agreement (IAA) for SEC- or state-registered advisers under the Investment Advisers Act of 1940, SEC Rules 204-3, 206(4)-2, and 206(4)-3. Use when onboarding an advisory client, establishing a new advisory relationship, or updating an existing IAA.

Drafts a U.S. Investors' Rights Agreement for VC/private equity financings, covering registration rights, information/management rights, pro rata rights, expenses, and termination. Use when drafting an IRA, Amended and Restated IRA, or VC financing governance package. Trigger keywords: "investors' rights agreement", "IRA", "registration rights", "piggyback", "Form S-3", "information rights", "management rights", "pro rata", "ROFO".

Drafts intellectual property assignment agreements transferring patents, trademarks, copyrights, and trade secrets. Covers conveyancing language, registration recordation, consideration, representations and warranties, and post-closing obligations. Use when drafting IP assignments, asset purchase IP transfers, or technology transfer documents.

Produces structured IP infringement memoranda evaluating patents, trademarks, copyrights, and trade secrets. Performs claim-by-claim patent comparisons, likelihood-of-confusion trademark tests, substantial similarity copyright assessments, and trade secret misappropriation evaluations with defense and remedies analysis. Use for infringement opinions, pre-filing assessments, cease-and-desist support, licensing disputes, or settlement valuation.

Summarizes and analyzes a U.S. corporate IP portfolio covering patents, trademarks, copyrights, and trade secrets. Use when conducting an IP audit, due diligence review, M&A assessment, licensing strategy, executive briefing, or portfolio optimization.

Drafts a tabletop exercise script to stress-test an organization's Incident Response Plan against cybersecurity threats and breach notification obligations (GDPR, CCPA, HIPAA, GLBA, PCI DSS, NERC CIP, DFARS, SEC). Produces scenario injects, participant role assignments, facilitation guides, and after-action report frameworks. Use when creating IR tabletop exercises, cybersecurity drills, breach response simulations, or incident preparedness assessments.

Drafts ITAR Technology Control Plans (TCPs) for managing USML defense articles and technical data under 22 CFR Parts 120-130. Covers DDTC registration, classification, access controls, deemed export prevention, secure handling, training, audits, and incident response. Use when creating or updating export control compliance plans, technology control plans, or DDTC submission documents.

Drafts an ITAR Technology Control Plan (TCP) for U.S. export control compliance under 22 CFR 120-130. Use when a user needs to create or update a TCP, export control program, or deemed-export compliance plan. Trigger on mentions of ITAR, TCP, DDTC, USML, deemed export, technical data, or defense article in a compliance-planning context.

Drafts a Motion for Judgment Notwithstanding the Verdict (JNOV) under FRCP 50(b) or state equivalents, with alternative new-trial request. Builds element-by-element evidentiary insufficiency arguments using transcript citations and preserves the appellate record. Use when drafting JNOV motions, post-trial motions, renewed judgment as a matter of law, or challenging jury verdicts for insufficient evidence.

Drafts U.S. Joint Operating Agreements (JOA) for oil and gas exploration, development, and production. Covers party structure, operator authority, AFE workflow, cost allocation, billing and audit rights, title and lien protections, default remedies, and governing-law provisions. Use when drafting, negotiating, or finalizing a JOA, joint account agreement, non-consent election, operator designation, participating interest schedule, or memorandum of operating agreement.

Produces structured U.S. litigation judgment summaries from court opinions or final orders. Use when summarizing a judgment, opinion, final decision, post-trial ruling, appeal outcome, or case disposition brief. Covers caption, procedural history, facts, issues, standards of review, holdings, precedent treatment, concurrences/dissents, disposition, and practical implications with pinpoint citations.

Drafts jurisdictional statements for U.S. appellate courts establishing authority to hear an appeal, procedural compliance, and timeliness. Covers 28 U.S.C. §§ 1291/1292, FRAP Rule 4, state appellate rules, finality analysis, interlocutory exceptions, tolling, and cross-appeals. Use when preparing appellate filings, jurisdictional briefs, or responding to jurisdictional challenges.

Drafts complete proposed jury instruction sets for U.S. litigation, including preliminary charges, elements, burden of proof, evidence evaluation, and verdict forms. Adapts to jurisdiction-specific pattern instructions. Use when drafting jury instructions, jury charges, verdict forms, or special interrogatories during trial preparation.

Drafts a formal Request for Jury Trial invoking Sixth Amendment (criminal) or Seventh Amendment (civil) rights. Covers federal FRCP Rule 38, FRCrP Rule 23, state procedural variations, filing deadlines, jury fees, and waiver avoidance. Use when filing a jury demand, requesting jury trial, electing jury over bench trial, or preserving jury rights during pleadings or pre-trial phases.

Drafts U.S. know-how (trade secret) license agreements covering scope, exclusivity, field-of-use, territory, consideration, confidentiality, tech transfer, diligence, and compliance. Use when licensing confidential technical information, manufacturing processes, trade secrets, non-patent IP, or process know-how; trigger keywords: know-how license, trade secret license, technology transfer agreement, confidential information license, process license, technical know-how, manufacturing know-how.

Drafts Know-How License Agreements for licensing trade secrets, confidential processes, and proprietary methodologies where value derives from secrecy rather than patents. Reviews transaction documents to extract deal terms, financial structures, and exclusivity provisions. Use when drafting know-how licenses, trade secret licenses, technology transfer agreements, or confidential information licensing agreements.

Conducts FDA labeling compliance reviews for drugs, foods, dietary supplements, and medical devices. Analyzes principal display panels and information panels against FDCA, 21 CFR, and FDA guidance to identify misbranding risks, claims violations, and mandatory disclosure gaps. Use when reviewing product labels, auditing FDA compliance, assessing labeling risk, or preparing for FDA submission.

Produces structured summaries of labor law violation investigations with categorized findings, evidence citations, affected worker counts, and remedial recommendations. Covers wage/hour (FLSA), OSHA safety, and worker rights (NLRA) violations. Use when summarizing labor investigations, compliance audits, OSHA inspections, wage theft findings, or workplace safety enforcement actions.

Drafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardian appointments, specific or residuary distributions, contingency planning, or execution-ready attestation and self-proving packaging. Applies to keywords: last will, testament, probate, executor, guardian, residuary, revocation, no-contest, ademption, predeceased beneficiary, elective share.

Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, guardian nominations, fiduciary appointments, and execution formalities. Conducts structured intake on family structure, asset inventory, fiduciary nominees, and existing estate plan documents. Coordinates with trusts, beneficiary designations, and non-probate transfers. Use when drafting wills, testamentary documents, pour-over wills, codicils, or...

Drafts federal lead-based paint disclosure forms for pre-1978 residential sales or leases under 42 U.S.C. § 4852d, HUD/EPA rules, and 24 CFR Part 35. Covers seller/landlord knowledge statements, record attachments, EPA pamphlet delivery, purchaser inspection option, acknowledgments, and agent certifications. Use when preparing a lead-based paint disclosure, lead hazard notice, or pre-1978 property disclosure; trigger keywords: lead-based paint, lead hazard, EPA pamphlet, Section 1018.

Drafts execution-ready lead-based paint disclosure documents compliant with 42 U.S.C. § 4852d and 24 CFR Part 35 for sales or leases of pre-1978 residential properties. Covers seller/landlord hazard disclosures, buyer/tenant acknowledgments, inspection waivers, agent certifications, and attachment schedules. Use when drafting lead paint disclosures, pre-1978 property transactions, residential lease hazard disclosures, or EPA Section 1018 compliance documents.

Drafts lease amendment agreements that modify specific provisions of existing commercial or residential leases while preserving the original agreement's enforceability. Handles rent modifications, term extensions, use changes, maintenance reallocation, and new provisions. Trigger when drafting lease amendments, modifications, addenda, or change agreements for real estate transactions.

Drafts unconditional guaranty agreements for commercial lease obligations, maximizing landlord protection with enforceable payment-and-performance guarantees. Use when securing personal or corporate guarantees alongside commercial leases, preparing continuing guaranty documents, or drafting guarantor waiver and liability provisions.

Summarizes U.S. commercial lease agreements into structured transactional abstracts. Use when asked for a commercial lease summary, lease abstract, key lease terms, rent schedule review, default/termination analysis, or lease handoff. Produces party-to-obligation mappings, financial mechanics, risk flags, and critical date calendars.

Drafts a mutual early lease termination agreement for U.S. commercial and residential properties. Covers party identification, termination mechanics, property surrender, financial settlement (prorated rent, security deposit accounting), mutual release with carve-outs, and execution formalities. Use when landlord and tenant agree to end a lease before expiration, when negotiating buyout terms, or resolving disputes through consensual termination.

Produces structured summaries of legal scholarship capturing thesis, methodology, key authorities, arguments, and significance. Use when summarizing law review articles, journal articles, case notes, or scholarship for research triage, case preparation, literature reviews, or CLE.

Drafts U.S. internal legal memoranda using IRAC structure to analyze issues, synthesize authority, assess risks, and recommend strategy. Use when asked to draft a research memo, internal memo, issue analysis, case strategy memo, or any IRAC-based legal analysis.

Drafts objective internal legal memoranda using the CREAC method with structured header, questions presented, brief answers, statement of facts, analysis, and strategic recommendations. Use when drafting legal memos, research memoranda, pre-trial analysis, or any objective internal legal analysis document.

Drafts formal legal opinion letters for corporate and transactional matters with jurisdiction-specific analysis, calibrated conclusion language, and comprehensive qualifications. Use when drafting closing opinion letters, third-party reliance opinions, enforceability opinions, or corporate authority opinions for mergers, acquisitions, financings, or regulatory compliance.

Synthesizes U.S. statutes, case law, and regulatory guidance into attorney-ready litigation research summaries with counterarguments and strategic implications. Use when drafting research memos, case law surveys, statutory/regulatory synthesis, or answering "what is the law on X" questions. Trigger keywords: legal research summary, research memo, case law survey, statutory analysis, regulatory guidance, legal landscape.

Guides legal research from issue framing through authority collection, jurisdiction scoping, source prioritization, synthesis, and pre-filing updates. Use when planning or auditing legal research, building a research trail, developing rule statements, comparing authorities, or updating citations before filing.

Generates structured litigation strategy summaries synthesizing case facts, legal arguments, procedural tactics, and risk assessments into a unified roadmap. Use when aligning legal teams on case direction, preparing for strategy meetings, or onboarding stakeholders to litigation matters.

Drafts U.S. corporate transaction Letters of Intent (LOI) for mergers, acquisitions, investments, and strategic alliances. Separates non-binding intent from enforceable obligations and defines deal structure, key economics, and closing path. Use when converting deal terms into a preliminary transaction document. Trigger keywords: "LOI", "letter of intent", "M&A LOI", "merger term sheet", "no-shop", "exclusivity", "deal letter".

Drafts corporate Letters of Intent for M&A and business transactions, structuring binding vs. non-binding provisions, deal terms, exclusivity, and confidentiality. Use when drafting LOIs, preliminary term sheets, deal memoranda, or pre-definitive agreement correspondence.

Produces a structured U.S. IP license agreement summary covering parties, grant scope, exclusivity, territory, financial terms, restrictions, IP management, risk allocation, and termination. Use when summarizing IP license agreements, extracting deal terms, or flagging licensing risks. Trigger keywords: license agreement, IP license, royalty, exclusivity, field of use, sublicense, audit, termination.

Drafts Assignment of License agreements transferring rights and obligations under existing IP licenses from assignor to assignee. Covers patent, trademark, copyright, and software license transfers with consent management, assumption of obligations, and recording compliance. Use when drafting license assignments, IP transfer agreements, license novations, or assignor-assignee license documentation.

Drafts a mechanic's lien foreclosure complaint to enforce unpaid construction liens through court-ordered property sale. Covers jurisdictional allegations, lien validity, breach of contract, and unjust enrichment counts. Use when drafting lien foreclosure complaints, mechanic's lien enforcement actions, or construction payment disputes requiring judicial sale.

Drafts U.S. private equity and venture capital Limited Partnership Agreements (LPAs) covering GP/LP governance, capital commitments, distribution waterfalls, fees, carry, key person provisions, LPAC, transfers, tax, and dissolution. Use when drafting or revising a fund LPA, converting a term sheet to an LPA, or structuring fund formation documents. Trigger: limited partnership agreement, LPA, fund formation, capital calls, carried interest, waterfall, GP/LP.

Drafts a U.S. Lis Pendens (Notice of Pending Action) for recording against real property. Covers intake, statutory authority mapping, legal description, verification, and proof of service. Use when preparing a lis pendens, notice of pending action, or recording notice tied to title or possession claims. Trigger: lis pendens, notice of pending action, quiet title, specific performance, foreclosure, partition, lien enforcement, expungement.

Develops comprehensive litigation strategy across the full case lifecycle, from initial assessment through discovery, motion practice, trial preparation, and appeal. Produces case theory analysis, chronologies from document sets, discovery plans, deposition outlines, brief drafts, cross-examination questions, and appellate record summaries. Use when evaluating a new litigation matter, preparing case strategy memos, building case chronologies from emails or documents, preparing for depositions...

Generates structured management summaries of active commercial litigation matters. Covers case overview, procedural posture, strategy, deadlines, discovery status, budget, and risk analysis. Use when preparing case status reports, onboarding stakeholders to active litigation, or conducting periodic case reviews.