--- name: answer-affirmative-defenses title: Answer and Affirmative Defenses description: Drafts U.S. civil litigation Answers with paragraph-by-paragraph admissions/denials, affirmative defenses, and counterclaim triage. Trigger when user needs a responsive pleading to a complaint, mentions affirmative defenses, admit/deny responses, Rule 8, or insufficient knowledge responses. author: CaseMark author_url: https://github.com/CaseMark/skills/tree/main/skills/legal/answer-affirmative-defenses license: Apache-2.0 version: 0.1.0 execution_mode: open jurisdiction: us practice: litigation language: en tags: [drafting, pleading] --- # Answer and Affirmative Defenses Drafts a rule-compliant Answer with strategic admissions/denials and preserved affirmative defenses to avoid waiver. ## Prerequisites Collect before drafting: 1. **Complaint** — filed version with numbered paragraphs and caption 2. **Service data** — date, method, proof of service 3. **Client facts** — timeline, documents, communications, witnesses 4. **Governing instruments** — contracts, policies, statutes 5. **Jurisdiction rules** — local rules on format, verification, deadlines ## Workflow ### 1. Caption + Appearance - Match court, parties, case number exactly from complaint. - Note general vs special appearance (if contesting jurisdiction/venue). ### 2. Response Matrix Build a response table before drafting the pleading body. | ¶ | Allegation | Response | Qualification | Source | |---|---|---|---|---| | 1 | Party identity | Admit | Name/status only | Client docs | | 2 | Jurisdiction | Deny | — | Investigate | | 3 | Contract exists | Qualified | Admit execution; deny breach | Contract | Response types: **Admit** · **Deny** · **Lack knowledge** (deny on that basis) · **Qualified admit/deny** ### 3. Paragraph-by-Paragraph Responses Response templates: - **Admit**: "Defendant admits the allegations in Paragraph __ of the Complaint." - **Deny**: "Defendant denies the allegations in Paragraph __ of the Complaint." - **Lack knowledge**: "Defendant lacks knowledge or information sufficient to form a belief as to the truth of the allegations in Paragraph __ and on that basis denies them." - **Qualified**: "Defendant admits [specific fact] as alleged in Paragraph __, but denies the remaining allegations in that paragraph." Rules: Address every paragraph. Separate factual admissions from legal conclusions. Do not overuse lack-knowledge where defendant should reasonably know. ### 4. Affirmative Defenses Number each defense separately. Include brief factual grounding without overcommitting. **Procedural**: lack of subject-matter jurisdiction, lack of personal jurisdiction, improper venue, insufficient service, failure to join indispensable party, lack of standing. **Substantive**: failure to state a claim, statute of limitations, statute of frauds, waiver, estoppel, laches, release, accord and satisfaction, payment, arbitration/award, unclean hands, illegality, comparative/contributory negligence, failure to mitigate. Template: "[Defense Name]. Plaintiff's claims are barred because [factual basis]. The allegations show [timing/conduct/term], and the claim fails as a matter of law." End with reservation clause: "Defendant reserves the right to assert additional defenses as they become known through discovery or further investigation." ### 5. Counterclaim Triage - Compulsory counterclaim from same transaction? - Permissive counterclaim worth asserting now? - Cross-claim vs co-defendant (indemnity/contribution)? - Third-party claim to shift liability? If included, structure as: parties/jurisdiction → numbered factual allegations → cause of action with elements → damages and relief. ### 6. Prayer for Relief Minimum: dismissal with prejudice, judgment for defendant, costs, attorney fees (if contractual/statutory basis), pre/post-judgment interest, catch-all "other relief as just and proper." Add specific relief tied to defenses or counterclaims. ### 7. Signature + Service Attorney signature block with bar number. Verification if jurisdiction requires. Certificate of service with method and date. ## Quality Checklist - [ ] Every complaint paragraph addressed — no admissions by omission - [ ] Defenses tailored to facts and jurisdiction - [ ] Counterclaims labeled compulsory/permissive - [ ] Caption matches complaint exactly - [ ] Deadline confirmed and calendared - [ ] No defenses asserted without plausible factual basis - [ ] Jurisdiction-specific pleading standard noted (notice vs fact) ## Pitfalls - **Omitted paragraphs** may be deemed admitted — address every one. - **Bare legal conclusions** should be denied, not admitted. - **One-word defenses** risk being stricken — always include factual grounding. - **Timing defenses** (limitations, laches) — verify periods before filing; flag if uncertain. - **Verified answers** — check if jurisdiction or claim type requires defendant verification.