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Site Selection Addendum

Draft Site Selection Addendums in Minutes, Not Hours

12 minutes with CaseMark

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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.

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Workflow

Site Selection Addendum

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Workflow

Site Selection Addendum

Overview

Drafting site selection addendums manually requires extensive research across multiple legal resources, careful coordination with main agreements, and meticulous attention to jurisdiction-specific requirements. Attorneys spend hours searching for standard clauses, verifying contingency language, and ensuring compliance with state bar guidelines—time that could be spent on higher-value client work.

Drafting comprehensive site selection addendums requires meticulous attention to detail, consistency with underlying agreements, and complex provisions covering criteria, timelines, and contingencies. Manual drafting typically takes 4-5 hours and risks inconsistencies with base contracts or missing critical provisions that protect client interests.

CaseMark automates the entire drafting process by analyzing your underlying agreement, extracting key terms and party information, and generating a complete, legally sound site selection addendum in minutes. The AI ensures consistency with your base contract while incorporating comprehensive selection criteria, conditions precedent, and protective provisions tailored to your transaction.

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

  • Parties

  • Recitals

  • Site Selection Criteria

  • Selection Process and Timeline

  • Conditions and Contingencies

  • Representations and Warranties

  • Governing Law

  • Signatures

What it handles

  • Parties

  • Recitals

  • Site Selection Criteria

  • Selection Process and Timeline

  • Conditions and Contingencies

  • Representations and Warranties

  • Governing Law

  • Signatures

Required documents

  • Underlying Agreement

    The original real estate agreement, lease, or franchise agreement that this addendum will modify

    PDF, DOCX, DOC

Supporting documents

  • Prior Site Selection Correspondence

    Email chains, letters, or memos discussing site criteria and selection requirements

    PDF, DOCX, EMAIL, MSG

  • Business Requirements Documentation

    Documents outlining operational needs, customer demographics, or strategic considerations

    PDF, DOCX, XLSX

  • Previous Amendments

    Any prior amendments or addendums to the underlying agreement

    PDF, DOCX

  • Site Proposals

    Preliminary site information, surveys, or property descriptions under consideration

    PDF, DOCX

Why teams use it

Generate complete addendums in 8 minutes vs. 3.5 hours manually—26x faster

Automatically extract and reference relevant terms from main franchise or lease agreements

Access current legal standards from Nolo, LegalZoom, and state bar associations without manual research

Ensure comprehensive coverage of all critical sections: criteria, timelines, contingencies, and warranties

Maintain consistency across multiple site selection addendums for franchise expansion projects

Questions

What information does CaseMark need to draft a site selection addendum?

CaseMark primarily needs the underlying agreement (lease, purchase agreement, or franchise agreement) that the addendum will modify. The AI analyzes this document to extract party names, defined terms, and relevant provisions to ensure consistency. Optional documents like prior correspondence about site requirements or business needs help tailor the selection criteria, but CaseMark can generate a comprehensive addendum with just the base agreement.

How does CaseMark ensure the addendum is consistent with my original agreement?

CaseMark uses advanced document analysis to extract exact party names, entity types, defined terms, and formatting conventions from your underlying agreement. The AI maintains absolute consistency by using identical terminology, mirroring structural approaches, and properly referencing the original agreement's execution date and title. This eliminates the risk of inconsistencies that could create enforcement issues or ambiguity.

Can I customize the site selection criteria for my specific transaction?

Absolutely. While CaseMark generates comprehensive default criteria covering geographic boundaries, square footage, physical characteristics, zoning, and accessibility requirements, you can easily modify any provision to match your client's specific needs. The AI provides a sophisticated starting point that addresses all critical elements, which you can then tailor based on the particular business requirements, market conditions, or strategic considerations of your transaction.

Does the addendum include provisions for due diligence and contingencies?

Yes, CaseMark automatically generates detailed conditions precedent covering environmental assessments, property condition inspections, surveys, title examination, financing contingencies, and governmental approvals. Each condition includes specific deadlines, responsibility allocation, and consequences for non-satisfaction. The AI structures these provisions to protect your client's interests while providing clear guidance on the due diligence process and exit rights if conditions cannot be met.

Is the site selection addendum suitable for both lease and purchase transactions?

Yes, CaseMark adapts the addendum to your specific transaction type based on the underlying agreement you upload. Whether you're working on a commercial lease, real estate purchase agreement, franchise agreement, or other transactional document, the AI tailors the provisions, economic terms, and conditions to match the transaction structure while maintaining comprehensive coverage of all site selection issues.

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