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Form 8k

Draft SEC Form 8-K Filings in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

  • Source Documents
  • Registrant Identifiers

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

Workflow

Overview

CaseMark's Form 8-K drafting skill transforms source documents, registrant data, and triggering event details into complete, EDGAR-ready current reports. The AI identifies applicable disclosure items, drafts item-accurate narratives with proper legal language, builds exhibit indexes, and formats the entire filing for submission—all within minutes.

Drafting SEC Form 8-K current reports is a high-stakes, time-sensitive process. Public companies must file within four business days of a reportable event, yet each filing requires precise registrant identifiers, correct item selection, detailed narratives with specific legal terminology, proper exhibit indexing, and EDGAR-compliant formatting. Manual drafting is error-prone and consumes hours of attorney time on structural and formatting tasks.

CaseMark automates the structural and narrative drafting of Form 8-K filings by analyzing source documents against an Item Selection Matrix, extracting key terms and event facts, and generating complete EDGAR-ready filings. Securities counsel can focus on substantive review and strategic disclosure decisions rather than formatting and boilerplate, dramatically reducing turnaround time while improving consistency and accuracy.

How it works

  1. 1. Upload source documents (agreements, resolutions, press releases) and registrant identifiers from your latest 10-K/10-Q

  2. 2. AI identifies triggered items, maps source facts to required narratives, and generates EDGAR-ready cover page fields

  3. 3. Review item narratives, exhibit indexing, and compliance checkboxes with flagged verification points

  4. 4. Export the completed Form 8-K in your preferred format (DOCX, PDF) ready for EDGAR submission

What you get

  • Cover Page with Registrant Information and Item Checkboxes

  • Item Narratives with Key Terms and Disclosure Language

  • Exhibit Index with Proper Numbering and Filing Status

  • Signature Block and Certification Language

  • Quality Check Summary and Compliance Notes

What it handles

  • Item-accurate narrative drafting aligned to SEC Item Selection Matrix

  • Automated cover page generation from registrant identifiers

  • Exhibit indexing with proper numbering conventions (10.x, 99.x)

  • EDGAR-ready formatting with Rule 425/14a-12 communication checkboxes

  • Multi-item support for complex triggering events

  • Built-in quality checks for compliance and completeness

Required documents

  • Source Documents

    Agreements, board resolutions, press releases, employment or separation documents, or other materials evidencing the triggering event

    .pdf, .docx

  • Registrant Identifiers

    Latest 10-K or 10-Q cover page or equivalent document containing the registrant's legal name, CIK, Commission File No., EIN, state of incorporation, and trading symbols

    .pdf, .docx

Supporting documents

  • Prior 8-K Filings

    Previous Form 8-K filings for reference on formatting preferences and registrant information

    .pdf, .docx

  • Pro Forma Financial Statements

    Pro forma financials required for certain Item 2.01 acquisition disclosures

    .pdf, .docx, .xlsx

  • Internal Disclosure Checklist

    Company-specific disclosure guidelines or checklists for 8-K preparation

    .pdf, .docx

Why teams use it

Reduce 8-K drafting time from hours to minutes while maintaining SEC compliance standards

Eliminate formatting errors and missed items with automated Item Selection Matrix analysis

Ensure consistent, accurate registrant information across all filings with template-driven cover pages

Flag verification points for human review so counsel can focus on substance rather than structure

Questions

Which Form 8-K items does CaseMark support?

CaseMark supports all standard 8-K items including Item 1.01 (material agreements), Item 2.01 (acquisitions/dispositions), Item 2.02 (results of operations), Item 2.03 (financial obligations), Item 2.05 (exit costs), Item 5.02 (personnel changes), and Reg FD disclosures. The AI uses an Item Selection Matrix to identify which items are triggered by your event.

How does CaseMark ensure the 8-K is EDGAR-ready?

CaseMark generates filings with proper EDGAR formatting conventions, including registrant identifier fields, item checkboxes, Rule 425/14a-12/14d-2/13e-4 communication checkboxes, and exhibit numbering. Verification flags are placed on fields that require human confirmation before submission.

Can CaseMark handle 8-K filings with multiple triggered items?

Yes. CaseMark analyzes your source documents and event details to identify all triggered items, then drafts separate item-accurate narratives for each. The exhibit index is consolidated across all items with proper cross-referencing.

Does CaseMark draft 8-K/A amendments as well?

Yes. CaseMark supports 8-K/A amendment filings. Simply indicate that the filing is an amendment, and the AI will generate appropriate amendment language and formatting alongside the updated item narratives.

How long does it take to generate a Form 8-K with CaseMark?

CaseMark typically generates a complete draft Form 8-K in approximately 10-15 minutes, depending on the number of triggered items and complexity of source documents. This compares to several hours of manual drafting and formatting.

Do I still need legal review before filing?

Absolutely. CaseMark generates a high-quality first draft with verification flags on key data points, but all SEC filings should be reviewed by qualified securities counsel before submission. CaseMark accelerates the drafting process—it does not replace professional judgment.

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