Workflow
Franchise Disclosure Document
Overview
CaseMark's Franchise Disclosure Document skill automates the drafting of complete, FTC-compliant FDDs including all 23 required Items, financial tables, outlet rosters, exhibits, receipt pages, and state-specific addenda. Powered by AI trained on franchise regulatory requirements, it transforms weeks of manual document assembly into a streamlined, guided workflow that ensures nothing is missed.
Preparing a Franchise Disclosure Document is one of the most labor-intensive tasks in franchise law. Attorneys must manually compile and cross-reference data across 23 distinct disclosure Items, format complex outlet rosters and fee tables, ensure verbatim compliance with FTC language, and produce separate addenda for each registration state — a process that typically takes weeks and is highly prone to errors and omissions.
CaseMark automates the entire FDD drafting process by ingesting your franchise agreements, corporate data, financials, and operational information, then producing a complete, regulation-ready document. The AI performs a comprehensive gap analysis before drafting, ensures FTC Franchise Rule compliance across all 23 Items, and generates state-specific addenda — turning a multi-week project into a reviewable draft in minutes.