← All workflows

Form 10k

Draft SEC Form 10-K Annual Reports in Minutes

15 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Form 10k

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Form 10k

Overview

CaseMark's Form 10-K skill drafts complete SEC annual reports under the Securities Exchange Act of 1934, structuring all four Parts with Regulation S-K compliance and GAAP financial integration. The AI analyzes your prior filings, audited financials, and company records to produce a comprehensive, disclosure-ready draft that follows current SEC formatting and content requirements.

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 inconsistencies or omissions across the filing's four Parts.

CaseMark automates the structural assembly of the entire Form 10-K by analyzing your prior filings, financial statements, and corporate records. The AI generates a Regulation S-K compliant draft with properly organized risk factors, integrated financial references, and consistent cross-referencing — giving your team a polished starting point that dramatically reduces the drafting cycle.

How it works

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

  2. 2. AI analyzes documents and structures all four Parts of the 10-K with Regulation S-K compliance

  3. 3. Review and customize each Item, risk factors, and financial disclosures

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

What you get

  • Cover Page & Filer Status Classification

  • Part I — Business, Risk Factors, Properties & Legal Proceedings

  • Part II — Market Data, Financials, MD&A & Controls

  • Part III — Directors, Compensation & Governance Disclosures

  • Part IV — Exhibits, Schedules & Signatures

What it handles

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

  • Regulation S-K compliant risk factor organization and disclosure

  • GAAP-integrated financial statement references and cross-checks

  • Cover page generation with filer status classification

  • Executive compensation and governance disclosure drafting

  • Exhibits and signatures section with certification frameworks

Required documents

  • Prior SEC Filings

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

    .pdf, .docx

  • Audited Financial Statements

    Balance sheets, income statements, cash flow statements, equity statements, and the independent auditor's report

    .pdf, .docx, .xlsx

  • Company Records

    Corporate charter, bylaws, material contracts, and board minutes relevant to the fiscal year

    .pdf, .docx

Supporting documents

  • Compensation Data

    Equity award agreements, employment contracts, and benefit plan summaries for Part III disclosures

    .pdf, .docx, .xlsx

  • Risk and Compliance Reports

    Enterprise risk management assessments, audit committee reports, and 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 with AI-powered document assembly

Ensure Regulation S-K compliance across all Items with built-in disclosure checklists

Maintain year-over-year consistency by analyzing prior filings and flagging disclosure changes

Free securities counsel to focus on substantive review and strategic disclosure decisions

Questions

Does CaseMark generate all four Parts of the Form 10-K?

Yes. CaseMark drafts the complete four-part structure including all required Items under Regulation S-K, from the cover page through Part IV exhibits and signatures. Each section follows SEC formatting and disclosure requirements.

How does the AI handle risk factor disclosures?

CaseMark organizes risk factors by category (business, technology, financial, legal, personnel, IP, capital) with the most significant risks first. It flags new, escalated, diminished, or removed risks compared to the prior year filing.

Can CaseMark integrate GAAP financial data into the filing?

Yes. CaseMark cross-references your audited financial statements throughout the 10-K, ensuring MD&A discussions, segment reporting, and financial statement schedules align with GAAP presentation requirements.

Does the tool determine filer status automatically?

CaseMark analyzes your public float and revenue data to classify filer status (Large Accelerated, Accelerated, Non-Accelerated, Smaller Reporting Company, or Emerging Growth Company) and applies the appropriate disclosure requirements.

Is the output ready to file with the SEC?

CaseMark produces a comprehensive first draft that significantly accelerates the filing process. All output should be reviewed by securities counsel and your audit team before EDGAR submission to ensure accuracy and completeness.

How much time does CaseMark save compared to manual 10-K drafting?

Traditional 10-K drafting can take weeks of attorney and accountant time. CaseMark generates a structured, compliance-aware first draft in minutes, allowing your team to focus on substantive review rather than document assembly.

Related