skills/casemark/skills/amicus-coalition-management

amicus-coalition-management

SKILL.md

Amicus Coalition Management

Produces a single, compliant coalition amicus brief with auditable approvals and proper disclosures.

Prerequisites

Gather before starting:

  1. Court, case number, caption, and all amicus deadlines
  2. Party briefs and key orders (issues and timing)
  3. Coalition roster: legal name, display name, entity type, disclosure flags
  4. Authority map: who authorizes participation and who approves final text per org
  5. Disclosure inputs per amicus: party involvement, third-party funding
  6. Filing logistics: counsel-of-record, e-filing system, service and format rules
  7. Known red lines and policy constraints per organization

Required Artifacts

Artifact Purpose Owner
Workflow memo Timeline, draft dates, comment windows, sign-off cutoff Lead counsel
Alignment memo Thesis, unique contribution, red lines Lead counsel
Master roster Names, display names, entity type, disclosure flags Coalition manager
Comment log Single consolidated comments per org Coalition manager
Issue log Conflicts and resolutions Lead counsel
Sign-off log Written authorizations and timestamps Coalition manager
Disclosure text FRAP 29(a)(4)(E) / Rule 37.6 statements Lead counsel
Filing checklist Final compliance verification Lead counsel

Core Workflow

Execute in order:

  1. Verify rules — Forum-specific amicus rules, timing, word limits, disclosure requirements, cover format, e-filing specs. Flag unconfirmed rules as [VERIFY].
  2. Establish single-pen authority — Publish workflow memo with hard internal cutoffs.
  3. Align thesis — Circulate alignment memo; collect red lines before drafting.
  4. Controlled circulation — One official draft version at a time; strict naming; single comment channel.
  5. Triage conflicts — Use issue log to resolve or narrow positions without misrepresenting consensus.
  6. Capture sign-offs — Two-step authorization; exclude any org missing written sign-off by cutoff.
  7. Assemble front matter — Cover, interest section, disclosures, corporate disclosure statements, counsel block from master roster.
  8. Final QC and file — Confirm consent or motion for leave; file within required window.

Timeline (backward from filing deadline)

Milestone Timing Notes
Alignment memo sent T-21 to T-14 Earlier for Supreme Court
Draft 1 to coalition T-14 to T-10 Substantive comments only
Draft 2 (near-final) T-7 to T-5 Requires join authorization
Final proof T-3 to T-1 Non-substantive edits only
Filing T-0 Confirm consent or leave

Key Templates

Workflow memo

Subject: Coalition Amicus Brief Workflow and Deadlines

Please provide one consolidated set of comments by [DATE/TIME].
Please provide written authorization to join the brief by [DATE/TIME].
Absent written authorization by that time, your organization will not be listed.
Only non-substantive edits after authorization unless re-confirmed.

Comment instructions — Direct reviewers to: (1) factual accuracy and citations, (2) legal soundness and non-duplication of party arguments, (3) any language preventing sign-on. Stylistic preferences welcome but may be declined for clarity or word limits.

Sign-off

On behalf of [Organization], I confirm I am authorized to approve participation.
[Organization] joins the amicus brief in [Case Name], substantially in the form circulated on [DATE].
Counsel may make non-substantive edits (formatting, citations, typos) before filing.

Disclosure text (verbatim required)

  • FRAP 29(a)(4)(E): Do not paraphrase. Copy the current rule language verbatim from the controlling source, then insert only confirmed case facts.
[PASTE CURRENT FRAP 29(a)(4)(E) LANGUAGE VERBATIM]
[INSERT ONLY CONFIRMED AUTHORSHIP AND FUNDING FACTS FOR THIS BRIEF]
  • Supreme Court Rule 37.6: Do not paraphrase. Copy the current rule language verbatim from the controlling source, then insert only confirmed case facts.
[PASTE CURRENT SUPREME COURT RULE 37.6 LANGUAGE VERBATIM]
[INSERT ONLY CONFIRMED AUTHORSHIP AND FUNDING FACTS FOR THIS BRIEF]

Corporate disclosure (FRAP 26.1 [VERIFY]) — Parent corporations and publicly held corporations owning 10%+ of stock, or "None."

Conflict Resolution

Situation Resolution
Disagreement on legal test Statutory-first framing, constitutional fallback
Remedy scope conflict Narrow proposition or avoid remedy specifics
Messaging conflict Prioritize legal clarity over promotional language

Cover and Interest Section

  • Single coalition descriptor on cover; full roster on inside page or appendix if long.
  • Group amici by category in interest section; no promotional adjectives.
  • Keep amicus list consistent across cover, interest section, signature block, and disclosures.

Filing Checklist

  • All listed amici have written authorization in sign-off log
  • Disclosures complete and match verified rule text
  • Corporate disclosure statements included where required
  • Word/page limits, format, and e-filing requirements satisfied
  • Consent obtained or motion for leave prepared and filed

Pitfalls

  • Never list an organization without written authorization from an authorized signatory.
  • Never allow parallel drafts or uncontrolled markup distribution.
  • Never introduce late arguments without removing equivalent length and re-confirming sign-offs.
  • Never guess citations — flag unverified sources as [VERIFY] for attorney review.
  • Treat all drafts and comments as confidential — obtain permission before sharing beyond coalition.
  • Require attorney review of all procedural rules and final filings.
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