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Access Indemnity Agreement

Draft Access & Indemnity Agreements in Minutes

12 minutes with CaseMark

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Access Indemnity Agreement

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Workflow

Access Indemnity Agreement

Overview

CaseMark's Access & Indemnity Agreement skill automates the drafting of right-of-entry contracts for commercial real estate pre-closing due diligence. It produces execution-ready agreements covering license grants, testing approvals, insurance requirements, scoped indemnification, restoration obligations, and confidentiality — all calibrated to the specific deal parameters and governing law.

Drafting access and indemnity agreements for commercial real estate due diligence is tedious and error-prone. Attorneys must navigate varying anti-indemnity statutes, coordinate insurance endorsement requirements, scope invasive testing permissions, and balance indemnification obligations — all under tight diligence deadlines that leave little room for delay.

CaseMark automates the entire drafting process by collecting deal parameters and generating a complete, execution-ready right-of-entry agreement. The AI applies jurisdiction-specific guardrails, structures invasive-activity approval gates, and scopes indemnity provisions with discovery carve-outs — delivering a polished draft in minutes instead of hours.

How it works

  1. 1. Provide deal parameters including parties, property details, and access scope

  2. 2. AI drafts a complete right-of-entry agreement with all key provisions

  3. 3. Review and customize insurance limits, indemnity terms, and access procedures

  4. 4. Export the execution-ready agreement in your preferred format (DOCX, PDF)

What you get

  • Defined Terms and Recitals

  • License Grant and Access Procedures

  • Invasive Testing Approval Gate

  • Insurance and Endorsement Requirements

  • Indemnification with Discovery Carve-Out

  • Restoration and Lien Remedies

  • Confidentiality Provisions

  • Anti-Indemnity Statute Compliance Notes

  • Signature Blocks and Exhibits

What it handles

  • Automated license grant and access procedure drafting with invasive-activity gates

  • Insurance and endorsement requirements tailored to deal parameters

  • Indemnity provisions with discovery carve-outs and anti-indemnity statute guardrails

  • Restoration obligations and lien remedy clauses

  • Confidentiality and report-sharing provisions

  • Post-draft alignment audit for consistency and completeness

Required documents

  • Deal Parameter Summary

    Party information, property details, access scope, insurance requirements, and governing law specifications for the transaction

    .pdf, .docx, .txt

Supporting documents

  • Purchase and Sale Agreement or LOI

    Existing PSA or Letter of Intent to align access terms with deal structure and diligence deadlines

    .pdf, .docx

  • Existing NDA or Confidentiality Agreement

    Prior confidentiality agreement to cross-reference and ensure consistency with access agreement confidentiality provisions

    .pdf, .docx

  • Property Survey or Legal Description

    Survey, legal description, or site plan identifying the property, restricted areas, and tenant-occupied spaces

    .pdf, .docx

Why teams use it

Reduce drafting time from hours to minutes with AI-generated, deal-specific access agreements

Ensure enforceability with built-in anti-indemnity statute guardrails and jurisdiction-aware provisions

Protect clients with precisely scoped indemnity clauses featuring discovery carve-outs for pre-existing conditions

Standardize your practice with consistent, comprehensive right-of-entry templates that cover all critical provisions

Questions

What type of agreement does this skill produce?

CaseMark generates a short-form, execution-ready access and indemnity (right-of-entry) agreement for pre-closing commercial real estate due diligence. It covers license grants, testing permissions, insurance, indemnity, restoration, and confidentiality in a single integrated document.

Does it handle both Phase I and Phase II environmental access?

Yes. CaseMark drafts provisions for non-invasive Phase I inspections by default and includes an invasive-activity approval gate for Phase II testing, destructive sampling, drone use, and roof access. You can specify exactly which activities are permitted.

How does the agreement address anti-indemnity statutes?

CaseMark identifies the applicable anti-indemnity statute based on the property's governing law and builds guardrails into the indemnification provisions to ensure enforceability. The draft flags any state-specific limitations that could affect the indemnity scope.

Can I customize insurance requirements and limits?

Absolutely. You can specify CGL limits, additional insured endorsements, primary/noncontributory requirements, subrogation waivers, and carrier rating thresholds. CaseMark applies sensible defaults ($1M/$2M CGL) if you prefer to start from a standard baseline.

What is the discovery carve-out in the indemnity provision?

The discovery carve-out ensures that the accessing party is not required to indemnify the owner for pre-existing environmental conditions or hazards that the inspection merely discovers rather than causes. CaseMark scopes this carve-out precisely to protect both parties.

How long does it take to generate a complete agreement?

CaseMark typically produces a full, execution-ready access and indemnity agreement in approximately 10-12 minutes. This replaces what traditionally takes several hours of manual drafting and review by experienced real estate counsel.

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