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Franchise Agreements

Site Selection Addendum

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.

Automation ROI

Time savings at a glance

Manual workflow4.5 hoursAverage time your team spends by hand
With CaseMark12 minutesDelivery time with CaseMark automation
EfficiencySave 26.3x time with CaseMark

The Problem

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.

The CaseMark Solution

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.

Key benefits

How CaseMark automations transform your workflow

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

What you'll receive

Parties
Recitals
Site Selection Criteria
Selection Process and Timeline
Conditions and Contingencies
Representations and Warranties
Governing Law
Signatures

Document requirements

Required

  • Underlying Agreement

Optional

  • Prior Site Selection Correspondence
  • Business Requirements Documentation
  • Previous Amendments
  • Site Proposals

Perfect for

Real Estate Attorneys
Franchise Lawyers
Commercial Leasing Counsel
Corporate Real Estate Departments
Transactional Law Practitioners
In-House Real Estate Counsel

Also useful for

This workflow is applicable across multiple practice areas and use cases

Commercial real estate attorneys regularly draft site selection addendums for retail, office, and industrial property transactions where tenants or buyers need to establish location criteria and selection timelines.

Site selection is a core component of commercial real estate transactions, particularly for multi-location businesses expanding their footprint. The workflow's focus on real estate criteria, timelines, and contingencies directly serves commercial real estate practice needs.

Commercial Leasing90% relevant

Commercial leasing counsel use site selection addendums when tenants need to identify and secure appropriate locations before finalizing lease terms, especially in retail and restaurant leasing.

The workflow explicitly references commercial lease amendments and is designed to work with underlying lease agreements. Site selection provisions are common in commercial leasing, particularly for franchisees and chain retailers.

Corporate General75% relevant

Corporate counsel managing business expansion projects use site selection addendums to formalize location criteria and approval processes for new facilities, offices, or retail locations.

The target personas include corporate real estate departments and in-house counsel who handle site selection as part of corporate expansion strategies. The workflow supports systematic multi-location rollouts common in corporate growth initiatives.

M&A attorneys use site selection addendums in asset purchase agreements where the buyer is acquiring specific locations or has contingencies based on securing suitable real estate for operations.

Site selection criteria and real estate contingencies are often critical components of asset purchases, particularly in retail, hospitality, and franchise acquisitions where location quality directly impacts business value.

Frequently asked questions

Q

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

A

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.

Q

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

A

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.

Q

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

A

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.

Q

Does the addendum include provisions for due diligence and contingencies?

A

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.

Q

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

A

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.