Claude Skills by CaseMark

Root reference for litigation practice spanning civil, criminal, and administrative proceedings. Provides sub-area taxonomy, core principles, and routing guidance. Use when classifying litigation work, routing to a sub-practice skill, or applying general litigation standards.

Drafts a U.S. secured Loan and Security Agreement with UCC Article 9 security interests, perfection mechanics, covenants, and enforcement remedies. Use when documenting secured commercial loans, acquisition financing, working capital facilities, or equipment financing requiring perfected lien documentation.

Drafts lender-protective U.S. commercial loan forbearance agreements that temporarily suspend remedies while preserving all lender rights, capturing existing defaults, payment deferrals, conditions precedent, and borrower releases. Use when drafting or reviewing a forbearance agreement, loan workout, payment deferral, temporary modification, default standstill, lender-borrower restructuring, or cure-period extension.

Drafts a U.S. commercial Loan Modification Agreement amending existing loan terms (interest rates, payment schedules, maturity dates, covenants) while preserving enforceability of original loan documents, security interests, and guarantees without novation. Use when restructuring commercial loans, extending maturities, modifying covenants, formalizing forbearance, or documenting workout arrangements.

Drafts irrevocable standby letters of credit serving as security deposits in commercial lease transactions. Use when a tenant provides an LOC alternative to a cash deposit, when drafting standby LOC instruments for lease security, or when structuring bank guarantees for tenant obligations under UCC Article 5 and ISP98.

Drafts U.S. IPO/secondary offering lock-up agreements restricting securityholder transfers and hedging during the post-offering period. Trigger when drafting lock-up agreements, market stand-off letters, or underwriting lock-up exhibits in capital markets transactions.

Drafts institutional-quality Limited Partnership Agreements for PE/VC fund formation. Covers GP/LP terms, capital commitments, distribution waterfall, carried interest, LPAC governance, clawback, and tax provisions. Use when drafting LPA, fund formation agreement, limited partnership terms, or PE/VC fund documents.

Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.

Generates structured M&A transaction summaries from deal documents. Triggers when the user needs to summarize a merger, acquisition, asset purchase, stock purchase, or divestiture, or when preparing board-level deal overviews from definitive agreements and due diligence materials.

Drafts management rights letters for VC/PE equity investment closings, granting investors contractual consultation, inspection, and information rights. Ensures VCOC qualification under ERISA plan asset regulations (29 CFR § 2510.3-101). Use when drafting management rights letters, VCOC qualification letters, or investor side letters at closing.

Drafts Marital Settlement Agreements for divorce proceedings covering property division, spousal support, child custody, and enforceability provisions. Triggers on requests to draft MSAs, divorce settlement agreements, property settlement agreements, or marital dissolution contracts.

Produces structured summaries of maritime law cases covering admiralty jurisdiction, collisions, liens, salvage, cargo damage, charter parties, and personal injury aboard vessels. Extracts facts, legal issues, holdings, and practical implications using maritime-specific doctrines. Use when summarizing admiralty opinions, collision rulings, Jones Act claims, charter party disputes, or maritime lien enforcement.

Drafts Markman Hearing Briefs for patent claim construction under the Phillips framework. Structures disputed-term analysis from intrinsic evidence (claims, specification, prosecution history) with local-rule-compliant formatting. Use when preparing claim construction briefs, Markman hearing submissions, or patent claim interpretation arguments in US federal court.

Calculates the bankruptcy means test from paystub data to determine annualized gross income and compare against state median income thresholds. Covers the 6-month look-back period, YTD subtraction method, pro-rata adjustments, and median income comparison. Use when evaluating Chapter 7 eligibility, performing pre-filing income assessment, or preparing Form 122A-1.

Produces structured medical malpractice case summaries from medical records for personal injury litigation. Extracts chronological care narratives, identifies potential standard-of-care breaches, traces causation, assesses damages, and flags expert needs and statute of limitations issues. Use when evaluating medical negligence claims, onboarding med-mal matters, or assessing case merits during pre-filing or discovery.

Drafts confidential mediation or arbitration statements presenting a party's position on facts, law, and damages to the neutral. Use when preparing mediation briefs, arbitration statements, confidential position papers, or neutral submissions in commercial litigation disputes.

Drafts mediation briefs for commercial litigation that educate the mediator on facts, law, damages, and litigation risks while advancing settlement. Use when preparing for mediation sessions, drafting pre-mediation submissions, or creating settlement briefs.

Drafts persuasive mediation statements for litigation, structuring narrative across liability, damages, medical evidence, experts, and settlement positioning for plaintiff or defense. Use when preparing mediation briefs, settlement statements, ADR submissions, or pre-mediation filings.

Drafts confidentiality-compliant mediation summary statements documenting session process, outcomes, settlement terms, and next steps. Respects mediation privilege (UMA §§ 4–6) and FRE 408. Use when drafting post-mediation summaries, session reports, settlement memoranda, or mediation statements for parties, counsel, or court filing.

Produces a litigation-ready analysis of medical bills and supporting records for personal injury, medical-malpractice, workers'-compensation, and disability cases. Validates CPT/HCPCS/ICD-10 codes against documentation, applies a per-charge causation screen, runs a UCR/FAIR Health/MPFS reasonableness review, surfaces unbundling, upcoding, duplicate and phantom billing, flags letter-of-protection inflation, identifies collateral-source and lien interfaces, and outputs a memo whose every findin...

Drafts a Medical Director Agreement between a healthcare organization and a physician, structured for Anti-Kickback Statute and Stark Law safe harbor compliance. Covers appointment, duties, FMV compensation, independent contractor status, restrictive covenants, HIPAA obligations, and regulatory safeguards for hospitals, ASCs, SNFs, and other facilities. Use when drafting medical director contracts, physician administrative services agreements, or healthcare leadership engagement letters.

Creates verified, Bates-cited chronological summaries of medical records for litigation. Extracts treatment timelines, providers, diagnoses, procedures, medications, and causation evidence with every clinical fact traceable to a specific Bates range. Identifies gaps, inconsistencies, pre-existing conditions, and records needing follow-up. Flags unverifiable claims rather than dropping them. Use this skill whenever the user asks for a medical chronology, medical summary, treatment timeline, or...

Audits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited analysis of treatment gaps, missing records or providers, baseline coverage, material billing or production mismatches, and complaint evolution. Use when asked to find missing medical records, analyze treatment gaps or first-care timing, identify absent providers, assess whether a production is complete, or prepare a records-request target list. Use medical-record-chronolog...

Generates litigation-ready narrative medical treatment summaries for personal injury cases. Triggers when summarizing medical records, preparing demand packages, drafting treatment narratives, or building medical damages presentations for settlement or trial.

Drafts U.S. merger agreements for M&A transactions covering merger structure and mechanics, consideration, equity treatment, reps and warranties, covenants, closing conditions, termination, and indemnification. Use when drafting or revising a merger agreement, negotiating statutory/triangular/reverse mergers, or handling purchase price, earnouts, escrow/holdback, MAE, HSR clearance, or closing deliverables.

Analyzes state merit review for non-covered securities offerings, applying NASAA Statements of Policy to cheap stock, promoter equity investment, voting rights, and promoter compensation. Produces examiner-ready comment responses with cap table analysis and negotiation strategy. Use when filing Reg A, Rule 504, intrastate, or direct public offerings in merit review states, responding to Blue Sky examiner comments, structuring offerings to avoid conditioning, or analyzing NASAA SOPs. Also trig...

Generates structured summaries of military law matters including courts-martial, UCMJ disciplinary actions, administrative separations, and appellate decisions. Trigger when a user needs a reference summary of a military justice proceeding, CAAF/CCA opinion, Article 15 action, or service regulation issue for JAG officers, command staff, or military legal practitioners.

Generates structured legal and regulatory summaries for mining and land use projects covering permits, environmental compliance, mineral rights, stakeholder obligations, and risk assessment. Use when summarizing mining regulations, land use permits, environmental compliance, mineral rights, natural resource extraction, reclamation obligations, or split estate disputes.

Produces structured summaries of U.S. family law modification petitions for attorney review. Captures existing order terms, requested changes, alleged material change in circumstances, supporting facts, evidence inventory, and procedural posture. Use when summarizing petitions to modify custody, visitation, child support, spousal support, or other post-judgment orders.

Drafts recording-ready residential Mortgages or Deeds of Trust with jurisdiction-appropriate instrument selection, uniform covenants, default/foreclosure provisions, and execution formalities. Use when drafting mortgage instruments, deeds of trust, security instruments for home loans, or real estate financing documents.

Drafts a Motion for Temporary Relief (Pendente Lite) in U.S. family law cases seeking interim orders for custody, support, property use, and fees. Use when filing for temporary orders at the outset of a dissolution, separation, or custody matter to stabilize rights and obligations during pendency.

Drafts criminal defense motions in limine to exclude prejudicial, irrelevant, or inadmissible evidence before trial. Covers FRE 401-403 relevance/prejudice, FRE 404(b) character/prior-acts, FRE 801-807 hearsay, and FRE 702-703 expert testimony. Use when drafting pre-trial exclusion motions, evidentiary objection briefs, or motions to preclude testimony in criminal defense matters.

Drafts a post-verdict Motion for New Trial in criminal defense cases. Structures arguments around recognized grounds (weight-of-evidence, newly discovered evidence, prosecutorial misconduct, juror misconduct, IAC, judicial error) with record citations. Use when filing a motion for new trial, post-conviction motion, or requesting the court set aside a criminal verdict.

Drafts a Motion to Avoid Lien under 11 U.S.C. § 522(f) for bankruptcy proceedings. Produces a litigation-ready motion with caption, impairment calculations, legal argument, and prayer for relief. Use when filing lien avoidance motions in Chapter 7, 11, or 13 cases, stripping judicial liens or nonpossessory nonpurchase-money security interests that impair debtor exemptions.

Drafts filing-ready motions to compel discovery in civil litigation with deficiency matrix, declaration, memorandum, and proposed order. Covers interrogatories, RFPs, RFAs, depositions, and ESI disputes under federal FRCP and state analogs. Includes Rule 37(a)(5) sanctions strategy and meet-and-confer certification. Use when drafting a motion to compel, addressing boilerplate objections, seeking discovery sanctions, or preparing discovery dispute briefing.

Drafts a Motion to Convert Case for bankruptcy proceedings under 11 U.S.C. §§ 706, 1112, or 1307. Builds caption, factual background, statutory arguments, and prayer for relief from case documents. Use when the user needs a bankruptcy conversion motion between chapters (e.g., Chapter 7 to 13 or vice versa).

Drafts motions to dismiss criminal indictments in federal and state courts. Covers defective indictments, statute of limitations, speedy trial, double jeopardy, prosecutorial misconduct, and jurisdictional defects. Use when the agent needs to challenge the legal sufficiency of criminal charges or draft a pre-trial dismissal motion.

Drafts FRCP 12(b) motions to dismiss for commercial litigation. Triggers on requests to draft motions to dismiss, 12(b)(6) motions, jurisdictional challenges, venue motions, or pre-answer dispositive motions during the pleadings phase.

Drafts Material Transfer Agreements for biological materials between research institutions and commercial entities. Covers material characterization (BSL levels, select agents, GMOs), permitted use, IP allocation, publication rights, and regulatory compliance (NIH Guidelines, Bayh-Dole, ITAR/EAR, select agent regulations). Use when drafting MTAs, biological material transfer terms, or research collaboration agreements involving biological specimens.

Drafts an eCTD-compliant New Drug Application (NDA) for FDA submission under 21 CFR Part 314. Compiles clinical trial data, CMC documentation, nonclinical studies, pharmacokinetics, integrated safety analyses, and proposed labeling into five-module eCTD structure. Use when preparing an NDA, FDA drug approval submission, pharmaceutical regulatory filing, or eCTD assembly for a new molecular entity.

Drafts Non-Disclosure Agreements for protecting sensitive government data across classified, CUI, SBU, and PII categories with federal regulatory compliance (FOIA, FISMA, NIST, Privacy Act, Trade Secrets Act). Covers security clearance requirements, mandatory disclosure protocols, NISPOM-compliant destruction, and government-specific remedies. Use when drafting NDAs for government contractors, federal data sharing agreements, or confidentiality agreements involving government entities.

Generates structured summaries of Non-Disclosure Agreements, extracting parties, confidential information scope, permitted disclosures, term/survival, breach remedies, and risk flags. Use when summarizing NDAs, reviewing confidentiality agreements, distilling NDA obligations, or onboarding stakeholders to NDA terms.

Generates a strategic negotiation support document with leverage analysis, BATNA assessment, risk matrix, and issue-by-issue tactical planning. Use when preparing for settlement conferences, mediations, contract negotiations, deal structuring, or dispute resolution strategy sessions.

Produces concise, actionable U.S. legal newsletter summaries of recent developments organized by practice area. Use when asked for a legal news digest, weekly/monthly client update, regulatory roundup, case law summary, compliance news bulletin, or internal legal awareness memo.

Drafts enforceable non-compete, non-solicitation, and confidentiality agreements tailored to U.S. state law. Performs jurisdictional analysis of reformation rules, consideration requirements, and statutory restrictions. Use when drafting restrictive covenant agreements, non-compete clauses, non-solicitation provisions, or enforcement-ready employment contracts.

Drafts a Non-Competition and Non-Solicitation Agreement for a seller principal in an asset purchase transaction. Use when drafting ancillary restrictive covenant agreements for M&A closings, asset purchases, or business acquisitions. Covers non-compete, customer/employee non-solicitation, restricted period/territory, injunctive relief, blue-pencil reformation, and tolling.

Drafts legally compliant non-profit board meeting minutes with attendance, quorum, resolutions, conflict-of-interest recusals, and executive session notation. Formats output for IRS Form 990 audit, state AG scrutiny, and permanent corporate records. Use when drafting official board minutes, recording board resolutions, or creating non-profit governance records.

Drafts U.S. nonprofit corporation bylaws aligned to state nonprofit corporation acts and IRC §501(c)(3) requirements, covering governance structure, membership, board composition, fiscal controls, conflicts, and dissolution. Use when forming a nonprofit, updating existing bylaws, or reconciling bylaws with articles of incorporation. Trigger keywords: bylaws, nonprofit corporation, 501(c)(3), board of directors, membership, articles of incorporation, amendments, dissolution.

Generates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state charitable registration, and governance. Use when conducting compliance audits, preparing for IRS or state AG examinations, onboarding to a nonprofit matter, or producing board-level compliance reports.

Drafts a U.S. corporate annual shareholders meeting notice enforcing record-date accuracy, notice timing, quorum/vote thresholds, proxy logistics, and agenda disclosures under charter/bylaws and state statutes. Triggers on requests involving annual meeting notice, shareholder meeting notice, record date, quorum, proxy voting, or annual meeting agenda.