casemark/record-designation
skills/legal/record-designation/SKILL.md
Drafts a Record Designation on Appeal identifying trial court materials for transmission to the appellate court. Covers appellant designations and appellee counter-designations with transcript requests, exhibit lists, cost allocation, and compliance guidance. Use when filing a designation of record, counter-designation, transcript designation, or preparing the appellate record after a notice of appeal.
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skillsauthnpx skillsauth add casemark/skills record-designationInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- record-designation
- description:
- Drafts a Record Designation on Appeal identifying trial court materials for transmission to the appellate court. Covers appellant designations and appellee counter-designations with transcript requests, exhibit lists, cost allocation, and compliance guidance. Use when filing a designation of record, counter-designation, transcript designation, or preparing the appellate record after a notice of appeal.
Record Designation on Appeal
Drafts a designation identifying all trial court materials to be transmitted to the appellate court, organized for completeness against each appellate issue.
Prerequisites
- Notice of Appeal — filed and served; appellate case number if assigned
- Trial court docket — chronological docket with filing dates and entry numbers
- Case documents — pleadings, motions, orders, jury instructions, verdict forms
- Trial exhibits — exhibit numbers, descriptions, and admission status
- Hearing/trial dates — dates, judges, subject matter, witness lists
- Appellate issues — identified errors or rulings being challenged
- Applicable rules — jurisdiction-specific deadlines and format requirements
- Party role — appellant (initial designation) or appellee (counter-designation)
Output Structure
1. Caption
| Element | Requirement | |---|---| | Court | Full appellate court name | | Case numbers | Appellate case no. + trial court case no. | | Parties | Full names with appellate designations (Appellant/Appellee or Petitioner/Respondent) | | Title | "Designation of Record on Appeal" or jurisdiction-specific variant |
2. Organization
Choose based on case complexity:
- Chronological — simple cases; all items by filing/occurrence date
- Categorical — complex cases; group by type with chronological sub-ordering
3. Foundational Documents
- Notice of Appeal
- Final judgment or appealable order
- Post-judgment motions (JNOV, new trial, reconsideration)
For each item: exact docket title, filing date, docket entry number.
4. Pleadings
- Complaint/petition (and amendments)
- Answers, responsive pleadings
- Counterclaims, cross-claims (if relevant to appellate issues)
5. Motions & Briefing
For each challenged ruling, designate the complete motion package:
| Component | Details | |---|---| | Motion | Title, filing date, docket no. | | Supporting briefs | All opposition and reply briefs | | Declarations/affidavits | Each declarant identified | | Documentary evidence | Attached or filed in support | | Hearing transcript | Date and subject | | Written order | Granting/denying |
6. Transcripts
Format each designation:
Transcript of [Proceeding Type] held on [Date],
before Judge [Name], regarding [Subject Matter].
[If partial]: Limited to: (1) testimony of [Witness];
(2) sidebar conference at p. [X] regarding Exhibit [Y];
(3) [other specific portions].
Identify by: date, proceeding type, judge, subject matter, witnesses, exhibit discussions. Err toward completeness — omitted portions cannot be reviewed on appeal.
7. Exhibits
Format each entry:
[Party]'s Exhibit [No.]: [Description], dated [Date] — [Admitted/Excluded/Limited Purpose]
- Use trial numbering/lettering system
- Designate specific pages/sections for voluminous exhibits if only portions are relevant, but include full exhibit when context matters
8. Orders & Rulings
- Interlocutory orders on dispositive motions
- Discovery rulings affecting available evidence
- Evidentiary rulings (in limine, trial objections)
- Directed verdict / JMOL rulings
- Jury instructions — given AND refused
- Special verdict forms
- Post-trial motion orders
9. Counter-Designation Additions (Appellee Only)
When drafting a counter-designation, also include:
- Direct examination context for appellant's cross-exam excerpts
- Colloquy showing court's reasoning or party concessions
- Evidence supporting affirmance / substantial evidence for findings
- Record showing opponent's failure to preserve issues
- Statement re cost responsibility for additional materials
10. Closing Components
| Component | Requirement | |---|---| | Cost allocation | Appellant acknowledges preparation/transmission costs; appellee addresses costs for counter-designated additions | | Certification | Accuracy and completeness after reasonable inquiry | | Certificate of service | All parties, trial court clerk, court reporters per local rules | | Signature block | Counsel name, bar number, firm, address, phone, email |
Guidelines
- Deadlines are often jurisdictional — verify filing window (typically 10–30 days post-notice for appellant; shorter for counter-designation) [VERIFY for jurisdiction]
- Cross-reference against appellate issues — every challenged ruling must have its complete supporting record designated
- Incomplete designation risk — materials not designated may be permanently excluded from appellate review
- Partial transcript caution — if appellant designates less than full transcript, appellee may designate additional portions at appellant's cost
- Format compliance — check local rules for required organization, numbering, and filing method
- When in doubt, include it — over-designation costs money; under-designation loses issues
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