Contact
← All workflows

Franchise Disclosure Document (FDD)

Draft FTC-Compliant FDDs in Minutes, Not Days

12 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Franchise Disclosure Document (FDD)

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Franchise Disclosure Document (FDD)

Overview

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.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • FTC Cautionary Statement

  • Item 1: The Franchisor and any Parents, Predecessors, and Affiliates

  • Item 2: Business Experience

  • Item 3: Litigation

  • Item 4: Bankruptcy

  • Item 5: Initial Fees

  • Item 6: Other Fees

  • Item 7: Estimated Initial Investment

  • Item 8: Restrictions on Sources of Products and Services

  • Item 9: Franchisee's Obligations

  • Item 10: Financing

  • Item 11: Franchisor's Assistance, Advertising, Computer Systems, and Training

  • Item 12: Territory

  • Item 13: Trademarks

  • Item 14: Patents, Copyrights, and Proprietary Information

  • Item 15: Obligation to Participate in the Actual Operation of the Franchise Business

  • Item 16: Restrictions on What the Franchisee May Sell

  • Item 17: Renewal, Termination, Transfer, and Dispute Resolution

  • Item 18: Public Figures

  • Item 19: Financial Performance Representations

  • Item 20: Outlets and Franchisee Information

  • Item 21: Financial Statements

  • Item 22: Contracts

  • Item 23: Receipts

  • Exhibit A: Franchise Agreement

  • Exhibit B: Financial Statements

  • Exhibit C: List of Current and Former Franchisees

What it handles

  • FTC Cautionary Statement

  • Item 1: The Franchisor and any Parents, Predecessors, and Affiliates

  • Item 2: Business Experience

  • Item 3: Litigation

  • Item 4: Bankruptcy

  • Item 5: Initial Fees

  • Item 6: Other Fees

  • Item 7: Estimated Initial Investment

  • Item 8: Restrictions on Sources of Products and Services

  • Item 9: Franchisee's Obligations

  • Item 10: Financing

  • Item 11: Franchisor's Assistance, Advertising, Computer Systems, and Training

  • Item 12: Territory

  • Item 13: Trademarks

  • Item 14: Patents, Copyrights, and Proprietary Information

  • Item 15: Obligation to Participate in the Actual Operation of the Franchise Business

  • Item 16: Restrictions on What the Franchisee May Sell

  • Item 17: Renewal, Termination, Transfer, and Dispute Resolution

  • Item 18: Public Figures

  • Item 19: Financial Performance Representations

  • Item 20: Outlets and Franchisee Information

  • Item 21: Financial Statements

  • Item 22: Contracts

  • Item 23: Receipts

  • Exhibit A: Franchise Agreement

  • Exhibit B: Financial Statements

  • Exhibit C: List of Current and Former Franchisees

Required documents

  • Franchisor Business Information

    Company background, ownership structure, business experience of key personnel, and litigation/bankruptcy history

    .pdf, .docx, .txt

  • Financial Statements

    Audited financial statements for the franchisor entity (Item 21 requirement)

    .pdf, .xlsx, .docx

  • Fee Schedule and Investment Details

    Initial franchise fees, ongoing royalties, estimated initial investment breakdown, and other required fees

    .pdf, .xlsx, .docx

Supporting documents

  • Existing Franchise Agreement Template

    Current franchise agreement to be referenced in Exhibit A

    .pdf, .docx

  • Franchisee Contact List

    Current and former franchisee information for Item 20 disclosure

    .xlsx, .csv, .pdf

  • Financial Performance Representations

    Data supporting Item 19 financial performance claims (if applicable)

    .pdf, .xlsx, .docx

  • Trademark Registration Documents

    USPTO trademark registrations and applications for Item 13

    .pdf

Why teams use it

Generate complete 23-item FDDs with all required exhibits in under 15 minutes

Ensure FTC Rule compliance with built-in regulatory language and formatting

Automatically populate Item 19 financial performance representations from your data

Include pre-formatted receipt pages and cautionary statements meeting federal standards

Reduce FDD preparation time by 98% while maintaining accuracy and compliance

Questions

How does CaseMark ensure my FDD complies with FTC regulations?

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.

Can I customize the financial performance representations in Item 19?

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.

What exhibits are automatically generated with the FDD?

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.

How long does it take to draft an FDD using CaseMark?

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.

Does CaseMark handle state-specific franchise registration requirements?

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.

Can I update an existing FDD or create a new one from scratch?

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.

How does CaseMark handle the litigation and bankruptcy disclosures in Items 3 and 4?

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.

Related

Access and Indemnity Agreement (Due Diligence)

Draft Property Access Agreements in Minutes with AI

Access Indemnity Agreement

Draft Access & Indemnity Agreements in Minutes

Ad Fund Agreement

Draft Ad Fund Agreements in Minutes, Not Hours