Drafting a compliant Franchise Disclosure Document manually requires navigating 23 complex FTC-mandated items, coordinating multiple exhibits, and ensuring precise regulatory language—a process that typically consumes 12+ billable hours. Attorneys must meticulously cross-reference federal regulations, state-specific requirements, and client data while maintaining strict formatting standards and disclosure accuracy.
Drafting a compliant Franchise Disclosure Document manually requires navigating 23 complex FTC-mandated items, coordinating multiple exhibits, and ensuring precise regulatory language—a process that typically consumes 12+ billable hours. Attorneys must meticulously cross-reference federal regulations, state-specific requirements, and client data while maintaining strict formatting standards and disclosure accuracy.
CaseMark automates the entire FDD drafting process, generating all 23 required items, exhibits, and FTC-compliant disclosures in minutes. Simply input your franchisor information, fee structures, and business details, and receive a comprehensive, regulation-ready FDD that meets federal and state franchise law requirements.
This workflow is applicable across multiple practice areas and use cases
Attorneys forming franchise businesses need FTC-compliant FDDs as a core component of the corporate structure and legal framework for franchise operations.
Corporate formation attorneys working with clients who plan to franchise their business require FDDs as essential documentation, making this workflow directly applicable to establishing franchise-based corporate entities.
Regulatory compliance attorneys need to ensure franchise operations meet FTC Rule requirements and state-specific franchise registration laws through properly drafted FDDs.
FDD preparation is fundamentally a regulatory compliance exercise governed by FTC regulations and state franchise laws, requiring expertise in navigating complex disclosure requirements and registration processes.
Corporate attorneys advising franchise businesses on ongoing compliance, expansion strategies, and franchise relationship management require updated FDDs for annual renewals and new franchise offerings.
General corporate counsel for franchisors must maintain current FDDs and update them annually or when material changes occur, making this a recurring need in franchise business operations.
M&A attorneys handling acquisitions of franchise systems or franchised businesses need to review, update, or create FDDs as part of transaction documentation and due diligence.
When franchise systems are bought or sold, FDDs must be updated to reflect new ownership and business structure, making this workflow valuable for M&A transactions involving franchise businesses.
CaseMark incorporates the latest FTC Franchise Rule requirements into every template, including mandatory cautionary statements, 14-day disclosure timing language, and all 23 required items. The platform automatically formats disclosures to meet federal standards and includes state-specific addenda when needed.
Yes, CaseMark allows you to input your specific financial data and customize Item 19 disclosures based on your franchisor's actual performance. You can choose to include or exclude financial performance representations, and the system will generate compliant language for either scenario.
CaseMark generates Exhibit A (Franchise Agreement reference), Exhibit B (Financial Statements placeholder), and Exhibit C (Franchisee Contact List). You can add additional exhibits as needed, and the system automatically updates the table of contents and cross-references throughout the document.
Most attorneys complete a comprehensive FDD in 10-15 minutes using CaseMark, compared to 12+ hours manually. The time savings come from automated population of all 23 items, pre-formatted regulatory language, and intelligent data integration across sections.
Yes, CaseMark includes state-specific disclosure requirements for registration states like California, New York, and Illinois. The platform flags additional disclosures needed for your target states and can generate supplemental pages to meet state franchise law requirements.
CaseMark supports both scenarios. You can upload an existing FDD to update specific items or create a completely new document from scratch. The platform maintains consistency across all 23 items and automatically updates cross-references when you modify any section.
CaseMark provides structured input fields for litigation history and bankruptcy information, then automatically formats these disclosures according to FTC requirements. The system ensures you include all required details like case names, jurisdictions, and outcomes while maintaining compliant disclosure language.