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Form 10k

Draft SEC Form 10-K Annual Reports in Minutes

15 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

15 minutes with CaseMark

What you'll need

  • Prior SEC Filings
  • Audited Financial Statements
  • Company Records

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Form 10-K skill automates the drafting of SEC annual reports under the Securities Exchange Act of 1934. It structures all four Parts with full Regulation S-K compliance, integrates GAAP financial data, and produces a comprehensive draft ready for attorney and auditor review.

Drafting a Form 10-K is one of the most labor-intensive tasks in securities law, requiring attorneys and accountants to coordinate across dozens of disclosure items, cross-reference financial data, and ensure compliance with evolving SEC requirements. The process typically spans weeks, involves multiple departments, and carries significant risk of inconsistency or omission across the document's many interconnected sections.

CaseMark's AI-powered Form 10-K skill analyzes your prior filings, audited financials, and company records to generate a complete, structured annual report draft in minutes. By automating the assembly of all four Parts with Regulation S-K compliance and GAAP integration, CaseMark lets your team redirect their expertise toward substantive review, strategic disclosure decisions, and final filing preparation.

How it works

  1. 1. Upload prior SEC filings, audited financials, and company records

  2. 2. AI analyzes documents and structures a complete four-part Form 10-K

  3. 3. Review each section for accuracy, add company-specific details, and customize disclosures

  4. 4. Export the completed 10-K draft in your preferred format (DOCX, PDF)

What you get

  • Cover Page with Registrant Information and Filer Status

  • Part I — Business Description, Risk Factors, Unresolved Staff Comments, and Properties

  • Part II — Market Information, Financial Data, MD&A, Financial Statements, and Controls

  • Part III — Directors & Officers, Compensation, Ownership, and Related Transactions

  • Part IV — Exhibits, Financial Statement Schedules, and Signatures

What it handles

  • Complete four-part 10-K structure with all required Items and sub-items

  • Regulation S-K compliant formatting and disclosure requirements

  • Risk factor organization by category with quantified consequences

  • GAAP-aligned financial statement integration and cross-referencing

  • Filer status classification (LAF, AF, NAF, SRC, EGC) with automatic applicability

  • Year-over-year risk factor tracking (new, escalated, diminished, removed)

Required documents

  • Prior SEC Filings

    Most recent 10-K, 10-Qs, 8-Ks, and any SEC comment letters for reference and consistency

    .pdf, .docx, .htm

  • Audited Financial Statements

    Balance sheets (2 years), income/cash flow/equity statements (3 years), and the independent auditor's report

    .pdf, .docx, .xlsx

  • Company Records

    Corporate charter, bylaws, material contracts, and relevant board minutes

    .pdf, .docx

Supporting documents

  • Compensation Data

    Equity award agreements, employment contracts, and benefit plan summaries for executive compensation disclosures

    .pdf, .docx, .xlsx

  • Risk and Compliance Materials

    Enterprise risk management assessments, audit committee reports, and active litigation files

    .pdf, .docx

  • Stock and Ownership Records

    Transfer agent records, Schedule 13D/13G filings, and Section 16 reports for beneficial ownership disclosures

    .pdf, .docx

Why teams use it

Reduce 10-K drafting time from weeks to hours by automating structure, formatting, and boilerplate language

Ensure Regulation S-K compliance with systematic coverage of all required Items and sub-items

Maintain year-over-year consistency by analyzing prior filings and tracking risk factor changes

Free securities attorneys to focus on substantive disclosure judgments rather than document assembly

Questions

Does this generate a filing-ready Form 10-K?

CaseMark produces a comprehensive first draft structured to Regulation S-K requirements with all required Items and disclosures. The output is designed to dramatically accelerate your drafting process, though final review by securities counsel and auditors is essential before filing with the SEC.

How does CaseMark handle GAAP financial statement integration?

CaseMark analyzes your uploaded audited financial statements and integrates them into the appropriate sections of the 10-K, including the Selected Financial Data, MD&A, and Part IV financial statement schedules. It cross-references figures for internal consistency throughout the document.

Can it determine the correct filer status for my company?

Yes. Based on the information you provide—including public float, revenue figures, and filing history—CaseMark classifies the registrant as a Large Accelerated Filer, Accelerated Filer, Non-Accelerated Filer, Smaller Reporting Company, or Emerging Growth Company, and adjusts disclosure requirements accordingly.

How does the risk factor section work?

CaseMark organizes risk factors by category (business, technology, financial, legal/regulatory, personnel, IP, and capital/securities) with the most significant risks first. Each risk includes a specific heading, circumstances, exposure analysis, triggers, and quantified consequences. It also flags changes from the prior year's filing.

What types of companies can use this skill?

CaseMark's Form 10-K skill is designed for any public company required to file annual reports under Section 13 or 15(d) of the Securities Exchange Act of 1934. It accommodates all filer categories and can be adapted for companies across industries and market capitalizations.

How much time does this save compared to manual drafting?

Traditional 10-K drafting can take weeks of attorney and accountant time. CaseMark generates a structured, comprehensive first draft in minutes, allowing your team to focus on substantive review, judgment calls, and client-specific customization rather than formatting and boilerplate assembly.

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