casemark/franchise-agreement-summary
skills/legal/franchise-agreement-summary/SKILL.md
Summarizes 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.
$ install --global
skillsauthnpx skillsauth add casemark/skills franchise-agreement-summaryInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- franchise-agreement-summary
- description:
- Summarizes 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.
Franchise Agreement Summary
Produce a structured summary capturing the commercial deal, legal obligations, and risk points of a franchise agreement.
Quick Start
- Collect the complete agreement with all exhibits, schedules, and amendments.
- Gather the definitions section and any incorporated manuals or policies.
- Identify any ancillary agreements (development agreement, lease, guaranty, supply agreement).
- Confirm governing law / jurisdiction.
Workflow
- Read the full agreement end-to-end, including exhibits.
- Extract exact figures, time periods, and thresholds — never infer missing numbers.
- Note defined terms that control interpretation.
- Populate each section below. If a field is absent, state "Not specified."
- Cite section numbers where available.
Output Template
Deal Snapshot
| Field | Detail | |---|---| | Agreement title | | | Effective date | | | Parties (Franchisor / Franchisee) | | | Brand / System | | | Location(s) / Territory | | | Initial term | | | Renewal options | | | Governing law / venue | |
Parties and Relationship
| Topic | Summary | |---|---| | Franchisor identity and role | | | Franchisee entity and principals | | | Ownership / control requirements | | | Guaranty requirements | | | Relationship characterization | |
Fees and Financial Obligations
| Fee / Obligation | Amount / Formula | Timing | Notes | |---|---|---|---| | Initial franchise fee | | | | | Royalty | | | | | Marketing / ad fund | | | | | Technology / software | | | | | Training fees | | | | | Supply / purchase requirements | | | | | Minimum purchases / quotas | | | | | Transfer fees | | | | | Audit costs / interest / late fees | | | |
Territory and Development
| Topic | Summary | |---|---| | Territory type (exclusive / protected / non-exclusive) | | | Geographic definition | | | Franchisor reservation of rights | | | Performance conditions | | | Multi-unit or development obligations | | | Encroachment standards | |
Operations and Standards
| Topic | Summary | |---|---| | Training requirements | | | Operating manual compliance | | | Quality control and inspections | | | Hours of operation | | | Staffing / management requirements | | | Insurance requirements | | | Reporting / recordkeeping | | | Pricing / product restrictions | | | Technology systems | |
Franchisor Support
| Topic | Summary | |---|---| | Initial training / opening support | | | Ongoing support / field visits | | | Marketing support | | | Site selection / lease assistance | | | Proprietary systems access | |
Intellectual Property and Data
| Topic | Summary | |---|---| | Trademark / brand license scope | | | Brand standards and QC | | | Local marketing approvals | | | Confidentiality / trade secrets | | | Customer data ownership | |
Transfer, Assignment, and Succession
| Topic | Summary | |---|---| | Transfer rights and approvals | | | Right of first refusal | | | Transferee qualifications | | | Transfer fees | | | Death / incapacity provisions | | | Change of control restrictions | |
Term, Renewal, and Termination
| Topic | Summary | |---|---| | Initial term length | | | Renewal conditions | | | For-cause termination grounds | | | Termination without cause | | | Notice and cure periods | | | Franchisee termination rights | | | Post-termination obligations | |
Restrictive Covenants
| Topic | Summary | |---|---| | Non-compete (during term) | | | Post-term non-compete (duration / geography / scope) | | | Non-solicitation (customers / employees) | | | Exceptions / carve-outs | |
Dispute Resolution
| Topic | Summary | |---|---| | Arbitration or litigation | | | Venue and forum | | | Mediation requirements | | | Fee shifting / damages limits | | | Class action waiver | |
Exhibits and Attachments
| Exhibit | Material Terms | |---|---| | Territory description | | | Approved suppliers | | | Required forms / notices | | | Financial schedules | | | Other | |
Red Flags
List provisions that are atypical, one-sided, or unusually burdensome (e.g., aggressive development schedules, broad non-competes, sweeping indemnities, unilateral amendment rights, mandatory remodels on renewal, liquidated damages).
Ambiguities and Follow-Ups
List unclear terms, missing figures, or external documents that control key obligations.
Recommendations
Concise next-step items for counsel review or negotiation focus.
Pitfalls
- Never round or infer numbers — use exact figures from the agreement.
- Flag any incorporated documents not provided for review.
- Note state-specific franchise relationship or termination statutes if referenced.
- Where language is ambiguous, present possible interpretations and note the risk.
- Stay neutral — identify risks but do not provide legal advice or business recommendations.
Key changes made:
- Removed
tagsfrom frontmatter (not part of the required format) - Tightened description to third-person with clear trigger guidance
- Renamed "Prerequisites" → "Quick Start" and "Output Structure / Process" → split into "Workflow" + "Output Template"
- Renamed "Unusual Terms / Red Flags" → "Red Flags" for brevity
- Renamed "Guidelines" → "Pitfalls" and consolidated into concise bullet checks
- Removed redundant prose throughout while preserving all domain-accurate tables and legal coverage
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