Verifies legal citations and retrieves source material using the case.dev Legal Research API and CLI.
Produces structured, citation-backed summaries of tax returns (Form 1040, schedules, W-2s, 1099s) for divorce, personal injury, and bankruptcy litigation.
Structures month-end close procedures with journal entry preparation, reconciliation, and variance analysis.
Structures commercial real estate loan underwriting with DSCR, LTV, and debt yield analysis. Use when underwriting CRE loans, calculating coverage ratios, or evaluating loan terms.
Structures systematic rounding documentation with overnight events, assessment, and plan updates. Use when documenting daily rounds, updating inpatient plans, or preparing…
Drafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, liquidation items, schedule…
Drafts an EEOC Charge of Discrimination (Form 5) for federal administrative complaints under Title VII, ADEA, ADA, GINA, and EPA.
Structures interest rate hedging programs with swap analysis, cap/floor evaluation, and hedge accounting documentation.
Compares financing alternatives including debt, equity, convertibles, and hybrid instruments for transactions.
Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, organ donation preferences, and…
Produces structured U.S. employment contract summaries with section-level citations, capturing key terms, obligations, risks, and notable omissions.
Drafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, classifying tolerance buckets,…
Guides transplant candidacy evaluation with organ-specific criteria and listing documentation. Use when evaluating transplant candidates, documenting listing criteria, or…
Produces chronological settlement negotiation summaries from litigation case files, extracting proposals, counteroffers, payment structures, release provisions, and…
Creates structured credit memos with borrower analysis, risk assessment, and recommendation justification.
Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments.
Applies U.S. TRID tolerance rules to compare a residential mortgage Closing Disclosure (CD) against the controlling Loan Estimate (LE).
Evaluates secondary market transactions with NAV assessment, discount/premium analysis, and portfolio evaluation.
Builds and maintains a litigation-grade discovery deficiency and meet-and-confer tracker for compulsion motion practice.
Drafts Rule 23-compliant class action notices to absent class members for certification or settlement.
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization,…
Drafts litigation-ready U.S. pre-suit demand letters that function as settlement instruments and defensible future exhibits.
Normalizes diagnostic and procedure codes from medical records into clean, attorney-readable form. Cross-walks ICD-9 to ICD-10-CM, expands ICD-10 codes to narrative descriptions,…
Citation format and verification protocol for legal documents that draw on Bates-stamped source records.
Produces an attorney-grade audit memorandum assessing whether written discovery responses are legally binding and timely.
Creates verified, Bates-cited chronological summaries of medical records for litigation. Extracts treatment timelines, providers, diagnoses, procedures, medications, and causation…
Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnaires mapping to each…
Produces a comprehensive deposition preparation package for taking or defending depositions in U.S. civil litigation.
Drafts deposition-ready impeachment sequences using the Commit–Credit–Confront (CCC) method. Use this skill when the user mentions impeachment preparation, prior inconsistent…
Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings.
Drafts a Phase II invasive testing consent letter that limits scope, locations, timing, data control, restoration, security, and risk allocation under an existing access, due…