skills/casedev/vaults/SKILL.md
Manages case.dev encrypted document vaults for legal workflows. Creates vaults, uploads files and directories, lists and downloads objects, and runs semantic search across vault contents. Use when the user mentions "vault", "upload documents", "document storage", "download files", "vault search", or needs to manage case files and discovery documents.
npx skillsauth add casemark/skills vaultsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Encrypted document storage with automatic OCR, chunking, and semantic search. Each vault is an isolated container for a case, project, or document collection.
Requires the casedev CLI. See setup skill for installation and auth.
casedev vault create --name "Smith v Jones Discovery" --description "Phase 1 documents" --json
Flags: --name (required), --description, --disable-graph, --disable-indexing.
casedev vault list --json
casedev vault list --wide --json # includes description column
casedev vault object upload ./contract.pdf --vault VAULT_ID --json
Flags: --name (override filename), --content-type, --no-ingest (skip indexing).
casedev vault upload ./discovery-docs/ --vault VAULT_ID --json
casedev vault object list --vault VAULT_ID --json
casedev vault download --vault VAULT_ID --object OBJECT_ID --out ./output/ --json
casedev vault download --vault VAULT_ID --out ./all-docs/ --json
casedev vault download --vault VAULT_ID --path "exhibits/" --out ./exhibits/ --json
casedev search vault "force majeure clause" --vault VAULT_ID --json
Search methods:
--method hybrid (default) — combines vector + keyword search--method fast — keyword-only, faster--limit / -l — max results (default 10)--object OBJECT_ID — restrict to specific object(s), repeatableIf hybrid mode returns a server error, retry with --method fast.
# 1. Create vault
casedev vault create --name "Acme v Beta" --json
# 2. Upload documents
casedev vault upload ./case-files/ --vault VAULT_ID --json
# 3. Wait for ingestion
casedev vault object list --vault VAULT_ID --json
# 4. Search
casedev search vault "indemnification obligations" --vault VAULT_ID --json
casedev focus set --vault VAULT_ID
casedev vault object list --json # no --vault needed
casedev search vault "damages" --json
"Missing vault ID": Provide --vault VAULT_ID or set focus with casedev focus set --vault.
Upload fails with HTTP 4xx: Check file size (max 500MB per object), verify vault ID, confirm auth.
Search returns no results: Ensure objects have completed ingestion. Try --method fast if hybrid fails.
development
name: automated-contract-summary language: en description: Generates structured executive summaries of contracts using ML — captures key terms, party obligations, risk allocations, and compliance requirements in a standardized format. Optimized for high-volume review where speed and consistency matter. tags: - summarization - agreement - corporate --- # Automated Contract Summarization Produces standardized executive summaries of contracts using machine learning, capturing essential term
tools
Extracts regulatory obligations from dense regulations across jurisdictions. Breaks down multi-level regulations into clear article-level obligations, classifies applicability to a business, and prioritizes by risk level. Use when translating regulations into actionable compliance requirements.
development
Continuously monitors regulatory landscapes for changes relevant to a specific business. Ingests global regulatory updates, filters by relevance, summarizes impact, and produces an actionable change advisory. Use when tracking regulatory developments affecting a particular product or market.
testing
Compares an organization's existing compliance controls, policies, and procedures against extracted regulatory obligations to identify coverage gaps. Produces a remediation plan with prioritized actions. Use when assessing compliance maturity or preparing for regulatory audits.