| name | auth-packet-summary |
| title | Authorization Packet Summary |
| description | Validates and summarizes the four required authorization forms in a personal injury matter (retainer, HIPAA release, insurance authorization, employment record release). Confirms signatures, dates, scope, and completeness to determine readiness for the investigation phase. Use when reviewing client onboarding packets, verifying authorization forms before discovery, or checking HIPAA and record-release compliance. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/auth-packet-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | personal-injury |
| language | en |
Authorization Packet Summary
Validates the four essential client authorization forms and produces a checklist plus formal memorandum confirming the firm's authority to request third-party records.
Prerequisites
- All client-signed authorization forms uploaded to the matter
- Client full legal name and case/matter number
- Firm style guide (letterhead, fonts, margins) for PDF output
Required Forms
| Form | Purpose |
|---|
| Retainer Fee Agreement | Establishes attorney-client relationship and fee structure |
| HIPAA Medical Record Release | Authorizes healthcare providers to disclose PHI |
| Insurance Communication Authorization | Permits carrier contact and claims file access |
| Wage & Employment Record Release | Allows access to employment history, wages, personnel files |
Workflow
1. Extract
For each form, extract:
- Client full legal name (as printed)
- Case/matter number
- Execution date
- Authorized record categories and temporal scope
- Named entities/providers
- Witness signatures and notarization (if jurisdiction requires)
2. Validate
Assign one status per form:
| Status | Criteria |
|---|
| Complete and Valid | All required elements present — signatures, dates, scope, mandatory fields |
| Received but Deficient | Form present; specify missing elements exactly |
| Not Received | Form absent from case file |
Per-form checklist:
3. Cross-Reference
