skills/legal/legal-memorandum/SKILL.md
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.
npx skillsauth add casemark/skills legal-memorandumInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
Drafts an objective, internally focused legal memorandum analyzing specific legal questions with reasoned conclusions and strategic recommendations.
Gather before drafting:
Standard memo header: DATE, TO, FROM, RE. The RE line must identify the specific legal issue (e.g., "Likelihood of Success on Summary Judgment — Causation in Doe v. Metro Transit"). Include matter/case reference number if available.
Draft 1–3 questions using Under-Does-When format:
Frame for yes/no or short definitive answers. Prioritize by importance to client objectives. No conclusory or leading language.
For each question:
Include a disclaimer that analysis is based on facts as presented and may change if additional facts emerge.
Apply CREAC for each issue:
For multi-part tests, break into sub-analyses with subheadings. Cross-reference related issues.
[VERIFY]tools
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-chronology instead when the primary request is a chronological clinical narrative.
development
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
data-ai
Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
testing
Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.