Contact
← All workflows

Access and Indemnity Agreement (Due Diligence)

Draft Property Access Agreements in Minutes with AI

8 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

Access and Indemnity Agreement (Due Diligence)

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Access and Indemnity Agreement (Due Diligence)

Overview

Drafting property access and indemnity agreements for due diligence is time-consuming and requires careful attention to liability protection, insurance requirements, and inspection limitations. Attorneys spend hours customizing templates, ensuring proper indemnification language, and coordinating terms with purchase agreements, often under tight transaction deadlines.

Drafting property access and indemnity agreements for due diligence is time-consuming and requires careful attention to liability protection, insurance requirements, and inspection limitations. Attorneys spend hours customizing templates, ensuring proper indemnification language, and coordinating terms with purchase agreements, often under tight transaction deadlines.

CaseMark automates the creation of comprehensive property access and indemnity agreements tailored to your transaction. Simply input property details, party information, and inspection parameters, and receive a complete, professionally drafted agreement in minutes with proper liability protections and customizable terms.

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

  • Document Header and Title

  • Party Identification

  • Recitals (Property, Transaction, Purpose)

  • Grant of Access Provisions

  • Permitted Inspections and Limitations

  • Notice Requirements

  • Insurance Requirements

  • Indemnification Clause

  • Property Restoration Obligations

  • Confidentiality Provisions

  • Signature Blocks

What it handles

  • Document Header and Title

  • Party Identification

  • Recitals (Property, Transaction, Purpose)

  • Grant of Access Provisions

  • Permitted Inspections and Limitations

  • Notice Requirements

  • Insurance Requirements

  • Indemnification Clause

  • Property Restoration Obligations

  • Confidentiality Provisions

  • Signature Blocks

Required documents

  • Property Information

    Property address, legal description, and ownership details

    .pdf, .docx, .txt

  • Party Information

    Names and contact details for property owner and prospective buyer

    .pdf, .docx, .txt

Supporting documents

  • Purchase Agreement Terms

    Existing purchase and sale agreement or letter of intent

    .pdf, .docx

  • Insurance Requirements

    Specific insurance coverage amounts and requirements

    .pdf, .docx

  • Inspection Scope

    Details of planned inspections and testing procedures

    .pdf, .docx, .txt

Why teams use it

Generate complete access agreements in 8 minutes vs. 2.5 hours manually

Comprehensive indemnification and insurance provisions automatically included

Customizable inspection scope with invasive vs. non-invasive testing options

Built-in notice requirements and property restoration obligations

Consistent, professional formatting across all commercial real estate transactions

Questions

What is a property access and indemnity agreement?

A property access and indemnity agreement grants a prospective buyer temporary permission to enter a property for due diligence inspections while protecting the owner from liability. CaseMark generates these agreements with comprehensive indemnification clauses, insurance requirements, and inspection limitations tailored to your transaction.

How long does it take to draft an access and indemnity agreement?

Manual drafting typically takes 2-3 hours to customize templates and ensure proper liability protections. CaseMark reduces this to approximately 8 minutes by automating the drafting process while maintaining comprehensive legal protections and customization options.

What insurance requirements should be included in a property access agreement?

Access agreements typically require commercial general liability insurance with the property owner named as additional insured. CaseMark automatically includes customizable insurance provisions with appropriate coverage limits and additional insured requirements based on your transaction needs.

Can I limit the types of inspections allowed under the agreement?

Yes, access agreements should clearly distinguish between non-invasive testing (Phase I assessments, surveys) and invasive testing (soil borings, groundwater testing). CaseMark includes customizable inspection scope provisions that allow you to specify permitted activities and require prior consent for invasive procedures.

What happens if the buyer damages the property during inspections?

The agreement should include restoration obligations requiring the buyer to repair damage and restore the property to its prior condition. CaseMark automatically incorporates property restoration clauses and indemnification provisions to protect owners from inspection-related damages and liabilities.

How much notice should buyers give before entering the property?

Notice requirements typically range from 24 to 48 hours depending on the property type and owner preferences. CaseMark allows you to customize notice periods and entry procedures to balance the buyer's due diligence needs with the owner's operational requirements.

Should confidentiality provisions be included in access agreements?

Yes, confidentiality clauses protect sensitive property information discovered during inspections. CaseMark automatically includes confidentiality provisions to prevent buyers from disclosing proprietary information about the property, operations, or tenants obtained during due diligence.

Related

Access Indemnity Agreement

Draft Access & Indemnity Agreements in Minutes

Ad Fund Agreement

Draft Ad Fund Agreements in Minutes, Not Hours

Advance Health Care Directive

Draft Advance Health Care Directives in Minutes