Claude Skills by CaseMark

Drafts Technology Transfer Agreements governing IP rights, license grants, royalties, and commercialization obligations between licensors and licensees. Triggers when drafting technology licenses, university tech transfer deals, IP licensing, or know-how transfers in biotech, software, or clean energy sectors.

Drafts a neutral, educational slide-deck technology tutorial for courts in patent litigation. Covers the technical problem, prior art, invention operation, and key terminology using plain language, analogies, and simplified diagrams. Use when preparing pre-trial or trial technology tutorials, claim construction primers, or judicial education presentations in IP disputes.

Generates executive-level summaries of recent US telecommunications law developments covering spectrum rights, network access, privacy, infrastructure, and enforcement. Structures analysis by topic with compliance deadlines and business impact. Use when briefing counsel, regulatory teams, or executives on FCC rulemakings, net neutrality, CPNI, 5G deployment, robocall enforcement, or the broader telecom legal landscape.

Drafts dual-purpose telemedicine consent and policy documents covering informed consent, HIPAA privacy architecture, prescribing limitations, clinical scope boundaries, and patient acknowledgment sections. Addresses federal and state telehealth regulations, DEA controlled substance rules, and Interstate Medical Licensure Compact requirements. Use when drafting telehealth consent forms, telemedicine informed consent, remote patient monitoring agreements, virtual care policies, RPM consent docu...

Drafts tenant estoppel certificates for commercial real estate acquisitions and financings. Produces numbered certifications binding tenants to lease representations for reliance by purchasers and lenders during due diligence. Covers lease terms, rent status, defaults, options, claims, and security deposits. Use when drafting estoppel certificates, tenant certifications, lease verification documents, or property acquisition due diligence instruments.

Drafts a U.S. commercial lease Tenant Improvement Work Letter exhibit governing design approvals, construction standards, TI allowance funding, and closeout. Use when drafting or revising a work letter, tenant improvement allowance terms, build-out procedures, or a lease exhibit for tenant improvements. Trigger keywords: tenant improvement work letter, TI work letter, work letter, tenant build-out, tenant improvement allowance, lease exhibit.

Drafts legally defensible denial letters rejecting tendered defense and indemnification demands. Analyzes indemnification provisions, builds substantive and procedural grounds for denial, preserves rights, and positions client for coverage litigation. Use when denying tender obligations, rejecting indemnification demands, responding to defense tenders, or drafting coverage denial correspondence.

Drafts formal legal tender letters serving as official notice of payment or performance of contractual obligations. Grounds the letter in contracts, invoices, and correspondence to protect the sender's legal position. Use when drafting tender of payment letters, tender of performance notices, or formal fulfillment communications in litigation or pre-litigation contexts.

Drafts U.S. corporate finance term loan agreements covering economic terms, covenants, collateral, events of default, and enforcement mechanics. Trigger when the user requests a term loan agreement, commercial loan, senior secured facility, SOFR-based loan, amortization schedule, covenant package, or bilateral loan documentation.

Drafts enforceable U.S. Terms of Service agreements for websites, apps, platforms, and SaaS with acceptance mechanics, liability limits, dispute resolution, IP/content rules, and privacy hooks. Use when asked to draft "terms of service", "terms of use", "TOS", "user agreement", "platform terms", "website terms", "app terms", or "SaaS terms".

Drafts a Third-Party Complaint (impleader) under FRCP 14 or state equivalents. Use when a defendant needs to implead a party for indemnification, contribution, subrogation, or breach of warranty during the pleadings phase.

Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties to supplement government benefits without triggering Medicaid payback obligations. Use when drafting supplemental needs trusts, third-party SNTs, estate planning disability trusts, special needs trust agreements, or any trust intended to preserve SSI/Medicaid eligibility for a disabled beneficiary using third-party assets. Also trigger when the user asks about permissible SNT ...

Drafts a Tenant Improvement Work Letter exhibit for commercial leases. Trigger when the user needs a work letter, TI letter, tenant build-out exhibit, or improvement allowance agreement for a commercial leasing transaction.

Drafts U.S. consumer loan agreements with integrated Truth in Lending (TILA/Reg Z) disclosures, including disclosure-box construction, APR and finance-charge calculations, payment schedule formatting, prepayment/default/enforcement clauses, co-signer notices, and state-law overlays. Produces an execution-ready contract and disclosure package. Trigger keywords: consumer loan agreement, TILA, Regulation Z, Truth in Lending, APR disclosure, finance charge, loan contract drafting, closed-end cred...

Applies aggressive advocacy tone to legal writing with forceful, adversarial prose, strong declarative framing, and minimal hedging. Use when drafting opposition briefs, responses to bad-faith conduct, compliance demands, trial briefs, or any document requiring zealous positional advocacy.

Applies measured, diplomatic tone to legal writing. Triggers when drafting demand letters, settlement communications, motions, briefs, judicial submissions, or opposing counsel correspondence requiring balanced persuasion and professional courtesy.

Traces deposits from receipt through disbursement across bank statements and financial records, producing transaction matrices, fund-flow timelines, and evidentiary chains of custody. Flags structuring, commingling, trust account violations, and unexplained gaps. Use when tracking deposits, tracing funds, auditing trust accounts, or analyzing bank statements during discovery.

Produces structured U.S.-focused international trade law summaries covering tariffs, customs, export controls, sanctions, trade remedies, and trade agreements. Triggers when asked for international trade law summaries, tariff/customs analysis, export controls, sanctions guidance, WTO/GATT, USMCA, ITAR, EAR, OFAC, or import/export compliance updates.

Drafts a U.S. trademark cease-and-desist letter for pre-litigation enforcement. Converts case facts into a demand letter that establishes standing, documents likelihood-of-confusion or dilution exposure, sets cure demands, and preserves Lanham Act remedies. Use when drafting a "trademark cease and desist", "pre-suit trademark demand", "trademark infringement notice", or "notice before litigation".

Drafts U.S. trademark cease-and-desist letters asserting ownership, documenting infringement, and issuing cure demands with deadlines. Trigger when the user needs a cease-and-desist letter, trademark infringement notice, brand enforcement demand, Lanham Act notice, or a demand to stop use of a confusingly similar mark.

Generates a trademark clearance search report evaluating mark availability and registrability across federal (USPTO TESS), state, common law, and international sources. Applies the Lanham Act likelihood-of-confusion multi-factor test. Use when conducting trademark clearance searches, pre-filing availability opinions, or infringement risk assessments.

Drafts U.S. trademark coexistence agreements defining permitted use boundaries, differentiation requirements, and confusion-prevention protocols for parties with similar marks. Use when drafting coexistence or consent agreements, concurrent use arrangements, or resolving likelihood-of-confusion disputes without litigation.

Drafts a U.S. Trademark License Agreement governing a licensor's grant of rights to a licensee for authorized use of registered or common law marks. Covers exclusivity, field of use, territory, quality control, royalties, audit rights, and termination. Use when drafting IP licensing deals, brand licensing arrangements, co-branding agreements, or any transaction requiring controlled trademark use by a third party.

Generates structured summaries of traffic law enforcement data covering DUI metrics, violation trends, enforcement outcomes, and resource allocation. Use when analyzing citation records, arrest statistics, violation reports, or preparing public safety strategic planning documents for law enforcement leadership.

Routes and governs transactional legal work—contracts, deals, and business formations. Covers M&A, real estate, financing, franchise, employment, asset purchase, estate planning, IP licensing, and commercial leasing. Triggers on any transactional matter, deal structuring, contract drafting, or entity formation task.

Drafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rule 17Ad compliance, fees, termination, and transition. Trigger on: transfer agent agreement, stock ledger, shareholder registry, TA-1, TA-2, 17Ad, appointing or renewing a transfer agent.

Drafts a Transition Services Plan exhibit to an Asset Purchase Agreement, organizing post-closing seller-to-buyer support by functional area with scope, duration, contacts, and deliverables. Triggers on requests for TSA exhibits, transition plans, post-closing support schedules, or operational handover documents in asset purchase transactions.

Drafts a Transitional Services Agreement (TSA) for post-closing seller-to-buyer service delivery in U.S. M&A transactions. Use when a corporate acquisition requires temporary operational support or seller-provided service continuity after closing.

Drafts EPA Toxic Release Inventory (Form R) reports under EPCRA Section 313 and 40 CFR Part 372. Covers facility identification, chemical threshold determinations, release quantification, off-site transfers, source reduction, and certification. Use when preparing TRI filings, Form R reports, toxic chemical release disclosures, or annual EPCRA Section 313 submissions.

Drafts persuasive trial briefs for commercial litigation. Triggers when the user needs a pre-trial brief to frame the case theory, secure favorable rulings, or establish evidentiary groundwork. Use during the pre-trial phase after dispositive motions are resolved.

Generates a structured courtroom-ready trial preparation summary synthesizing procedural history, facts, legal issues, evidence, witnesses, and strategy into a quick-reference document. Trigger when preparing trial binders, pre-trial review documents, courtroom reference materials, or trial strategy memos in commercial litigation.

Classifies closing costs into zero, 10% cumulative, and unlimited tolerance buckets under 12 CFR § 1026.19(e)(3). Validates changed circumstances for revised Loan Estimates and computes cure amounts. Use when reviewing a Closing Disclosure against a Loan Estimate, calculating tolerance variances, determining whether a revised LE is permitted, or computing cure amounts for tolerance violations.

Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific execution formalities. Use when funding a trust, transferring assets to a living trust, assigning property to a trustee, or preparing trust funding documents.

Drafts UCC-1 Financing Statements and UCC-3 Amendments to perfect security interests under Article 9 of the Uniform Commercial Code. Handles debtor identification, collateral descriptions, filing jurisdiction, continuations, terminations, and assignments. Use when drafting UCC-1 filings, UCC-3 amendments, continuation statements, or any secured transaction perfection document.

Drafts an Evidence of UCC Lien Release documenting termination of a UCC-1 financing statement for U.S. transactional closings. Trigger when the user needs a UCC-3 termination certificate, secured-party release letter, payoff evidence, or clear-title closing deliverable. Keywords: "UCC-1", "UCC-3 termination", "lien release", "secured party release", "clear title", "payoff letter".

Drafts Evidence of UCC Lien Release documents proving termination of security interests perfected under the Uniform Commercial Code. Extracts UCC-1 filing numbers, party information, and collateral descriptions from uploaded documents for compliant drafting. Use for UCC lien releases, UCC-3 termination evidence, security interest discharge certificates, or asset purchase closings requiring proof of clear title.

Drafts an enterprise Escheatment and Unclaimed Property Policy covering property identification, dormancy matrices, due diligence notices, NAUPA-format reporting, remittance, recordkeeping, and audit preparedness across all US state jurisdictions. Use when establishing or updating an unclaimed property compliance framework, preparing for state audits, or evaluating voluntary disclosure programs.

Drafts a firm-commitment underwriting agreement for SEC-registered U.S. public offerings, covering purchase terms, greenshoe, reps and warranties, covenants, closing conditions, indemnification, and market-out rights. Use when drafting or reviewing underwriting agreements, firm commitment deals, over-allotment options, or listing approvals; trigger on "underwriting agreement", "firm commitment", "public offering", "greenshoe", "over-allotment", "registration statement", "prospectus".

Summarizes legal issues in urban development projects covering zoning, land use disputes, and environmental compliance. Generates structured briefings for municipalities, developers, and legal counsel. Use when reviewing zoning ordinances, land use applications, environmental impact statements, or comprehensive plans before development or planning decisions.

Drafts a Vendor Security Assessment Questionnaire evaluating third-party cybersecurity posture, data handling, and regulatory compliance. Vendor responses become binding contractual representations with executive certification. Use during vendor due diligence, third-party risk management, procurement security review, or subprocessor evaluation.

Drafts civil trial verdict forms with sequentially numbered jury questions covering liability, affirmative defenses, damages, comparative fault, and special interrogatories. Enforces plain-language phrasing, logical conditional flow, and jurisdiction-appropriate formatting. Use when preparing verdict forms, special verdict forms, jury interrogatories, or general verdict forms with interrogatories.

Produces structured post-trial verdict and judgment analysis memoranda for commercial litigation. Triggers when summarizing a jury verdict, bench trial decision, post-trial motion assessment, or appellate viability review. Covers liability determinations, damages breakdowns, critical rulings, and post-trial strategy.

Drafts a pre-filing litigation intake memo combining conflict screening, legal/procedural viability, and economic triage for an accept-or-decline decision. Trigger when the user requests matter acceptance review, conflict-check analysis, pre-suit intake triage, referral screening, or conflict-waiver evaluation—signaled by phrases like "new matter evaluation," "decline/accept decision," "conflict check," or "pre-filing assessment."

Drafts a Volunteer Waiver and Release of Liability Agreement covering assumption of risk, liability release, indemnification, medical authorization, and minor/guardian provisions. Enforces conspicuous formatting and state-law compliance. Use when drafting volunteer waivers, assumption-of-risk agreements, or volunteer liability releases for nonprofits or corporate volunteer programs.

Drafts enforceable shareholder Voting Agreements coordinating director elections, fundamental transactions, charter amendments, and other corporate matters for closely-held companies and venture financings. Covers DGCL §218 compliance, irrevocable proxy mechanics, transfer-binding provisions, and integration with related governance documents. Trigger keywords: "voting agreement", "shareholder voting", "director election commitment", "irrevocable proxy", "board composition agreement", "DGCL 218".

Generates a chronological timeline of warranty requests, claims, and complaints for product defect litigation, regulatory proceedings, or internal investigations. Analyzes complaint patterns, establishes manufacturer notice dates, and calculates defect statistics. Use when building warranty claim timelines, product defect chronologies, complaint pattern analysis, discovery summaries, expert report exhibits, or trial timeline exhibits.

Drafts board-adoptable whistleblower protection policies for public companies and non-profits. Covers SOX, Dodd-Frank, and state statute compliance, reporting channels, investigation procedures, anti-retaliation, and governance oversight. Use when drafting whistleblower policies, ethics reporting procedures, or compliance programs.

Drafts a U.S. whistleblower-protection policy for corporate and nonprofit organizations. Triggers when the user needs a whistleblower policy, retaliation-prohibition clause, hotline-reporting framework, compliance-ethics policy, or governance document addressing SOX, Dodd-Frank, OSHA, or state whistleblower statutes.

Drafts a Written Information Security Program compliant with Massachusetts 201 CMR 17.00 and supplementary frameworks (GDPR, CCPA, HIPAA, GLBA, PCI-DSS). Produces a board-ready regulatory document covering coordinator designation, risk assessment, safeguards, training, incident response with breach notification, and vendor oversight. Use when an organization handles personal information of MA residents and needs a standalone WISP for regulatory examination or executive approval.

Evaluates witness preparation activities for ethical compliance under ABA Formal Opinion 508 and Model Rules 3.3, 3.4, 8.4. Distinguishes permissible preparation from prohibited coaching. Use when planning deposition or trial prep, reviewing proposed prep activities, or checking witness coaching ethics. Triggers: witness prep, deposition prep, coaching ethics, ABA 508, testimony preparation.