auth-packet-summary

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:

• Client signature present and legible
• Date fully completed
• Mandatory fields filled (name, DOB, case/matter, scope)
• Witness/notarization present if required by state law
• No expiration issues under applicable privacy regulations

3. Cross-Reference