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Franchise Disclosure Document

Draft Complete FDD Documents in Minutes, Not Weeks

15 minutes with CaseMark

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Franchise Disclosure Document

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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.

How it works

  1. 1. Upload your franchise agreements, corporate profile, financials, fee schedules, and outlet data

  2. 2. AI performs a gap analysis and extracts key facts across all required FDD categories

  3. 3. CaseMark drafts all 23 Items, tables, exhibits, state addenda, and receipt pages in compliance with the FTC Franchise Rule

  4. 4. Review, customize, and export your complete FDD package in DOCX or PDF format

What you get

  • Gap Analysis Log

  • FDD Front Matter & Cover Page

  • Items 1–23 with Required Tables

  • Financial Performance Representations (Item 19)

  • Outlet Roster Tables (Item 20)

  • State-Specific Addenda

  • Exhibits & Receipt Pages

What it handles

  • Complete Items 1–23 drafted per FTC Franchise Rule (16 C.F.R. Part 436)

  • Automated state-specific addenda and registration package generation

  • Gap analysis identifying missing data across corporate, financial, and litigation inputs

  • FTC-mandated cover page and cautionary statements reproduced verbatim

  • Outlet roster tables, fee schedules, and financial performance representations formatted to regulatory standards

  • Receipt pages, exhibits, and table of contents auto-generated and cross-referenced

Required documents

  • Franchise Agreement Suite

    Current forms of all franchise agreements, area development agreements, and related contracts to be executed by franchisees

    .pdf, .docx

  • Corporate Profile & Officer Bios

    Entity information, ownership structure, affiliate details, and officer/director biographies covering the past five years

    .pdf, .docx

  • Audited Financial Statements

    Up to three years of audited financial statements and the independent auditor's report

    .pdf, .docx

Supporting documents

  • Litigation & Bankruptcy History

    Records of litigation and bankruptcy proceedings for the past 10 years involving the franchisor, affiliates, and Item 2 persons

    .pdf, .docx

  • Fee Schedules

    Detailed initial, ongoing, and contingent fee structures with formulas, ranges, and payment timing

    .pdf, .docx, .xlsx

  • Outlet Roster Data

    Franchise outlet data for the past three fiscal years by state, including openings, closures, and current/former franchisee contact information

    .pdf, .docx, .xlsx

  • Intellectual Property Portfolio

    Trademark registrations, pending applications, and any IP disputes or proceedings

    .pdf, .docx

  • Prior Year FDD

    Previous year's Franchise Disclosure Document for annual renewal and update purposes

    .pdf, .docx

  • State Registration Requirements

    List of target offering states and any state-specific registration or exemption documentation

    .pdf, .docx

Why teams use it

Reduce FDD preparation time from weeks to hours with AI-driven drafting that covers all 23 Items, exhibits, and state addenda in a single workflow

Minimize compliance risk with built-in gap analysis that flags missing data across corporate, financial, litigation, and operational categories before drafting begins

Ensure regulatory accuracy with verbatim FTC cautionary statements, properly formatted tables, and state-specific disclosure requirements automatically applied

Streamline annual renewals by uploading updated data and letting CaseMark identify and incorporate changes across the entire document

Questions

Does CaseMark produce an FDD that complies with the FTC Franchise Rule?

Yes. CaseMark drafts all 23 Items in accordance with 16 C.F.R. Part 436, including the verbatim FTC cover page cautionary statement. The output is designed to meet federal requirements, though attorney review is always recommended before filing.

Can CaseMark generate state-specific addenda for franchise registration states?

Absolutely. CaseMark identifies your target offering states and generates the required state-specific addenda, notices, and agency contact information. This covers registration states like California, New York, Illinois, and others with unique franchise disclosure requirements.

What financial documents do I need to provide?

CaseMark works best with up to three years of audited financial statements and the auditor's report, as required by the FTC Rule. You should also provide fee schedules covering initial fees, ongoing royalties, and any contingent fees with their formulas and timing.

How does CaseMark handle Item 19 (Financial Performance Representations)?

CaseMark can draft an Item 19 disclosure based on the financial performance data you provide, or generate the required negative disclosure if the franchisor elects not to make financial performance representations. All formatting follows FTC guidelines.

Can I use CaseMark to update an existing FDD for annual renewal?

Yes. CaseMark is designed for both initial FDD preparation and annual updates. Upload your current FDD along with updated data, and the AI will identify changes needed across all Items, update outlet rosters, refresh litigation and bankruptcy disclosures, and produce a revised document.

Does CaseMark replace the need for a franchise attorney?

CaseMark is a powerful drafting tool that dramatically accelerates FDD preparation, but it is not a substitute for legal counsel. We recommend that a qualified franchise attorney review all output before filing with state regulators or delivering to prospective franchisees.

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