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Access Indemnity Agreement

Draft Access & Indemnity Agreements in Minutes

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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Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

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Workflow

Access Indemnity Agreement

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Overview

CaseMark's Access and Indemnity Agreement skill automates the drafting of right-of-entry contracts for pre-closing due diligence in U.S. commercial real estate transactions. It produces comprehensive, execution-ready agreements covering license grants, testing authorization gates, insurance requirements, indemnification with discovery carve-outs, restoration obligations, and confidentiality provisions — all tailored to your specific deal parameters and governing law.

Drafting access and indemnity agreements for commercial real estate due diligence is a repetitive but detail-intensive task. Attorneys must navigate state-specific anti-indemnity statutes, calibrate indemnity scope with discovery carve-outs, specify layered insurance requirements, and address invasive testing authorization — all while ensuring the agreement is enforceable and balanced. Manual drafting from templates often leads to inconsistencies, missed provisions, and unnecessary back-and-forth.

CaseMark automates the entire drafting workflow by collecting deal parameters upfront and generating a complete, execution-ready right-of-entry agreement. The AI applies jurisdiction-specific guardrails, structures invasive testing authorization gates, and ensures indemnity provisions are properly scoped — delivering a polished draft that attorneys can review and finalize in a fraction of the traditional time.

How it works

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

  2. 2. AI drafts a complete, execution-ready access and indemnity agreement with all key provisions

  3. 3. Review and customize the generated agreement, adjusting invasive testing gates, indemnity scope, and insurance limits

  4. 4. Export the finalized agreement in your preferred format (DOCX, PDF)

What you get

  • Defined Terms and Recitals

  • License Grant and Access Procedures

  • Invasive Testing Authorization Gate

  • Insurance and Endorsement Requirements

  • Indemnification with Discovery Carve-Out

  • Restoration and Lien Remedies

  • Confidentiality Provisions

  • Anti-Indemnity Statute Guardrails

  • Governing Law and General Provisions

What it handles

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

  • 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 Parameters Summary

    Party information, property details, access scope, diligence period dates, and insurance requirements for the transaction

    .pdf, .docx, .txt

  • Property Information

    Property address, legal description, occupancy status, tenant constraints, restricted areas, and known hazards

    .pdf, .docx, .txt

Supporting documents

  • Purchase and Sale Agreement or LOI

    Existing PSA or Letter of Intent to align access terms with deal timeline and diligence provisions

    .pdf, .docx

  • Existing NDA or Confidentiality Agreement

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

    .pdf, .docx

  • Insurance Certificates or Policy Summaries

    Current insurance documentation to verify coverage meets agreement requirements

    .pdf, .docx

Why teams use it

Reduce drafting time from hours to minutes while maintaining deal-specific precision and enforceability

Automatically incorporate anti-indemnity statute guardrails based on property jurisdiction

Ensure consistent coverage of all critical provisions including invasive testing gates, insurance endorsements, and lien remedies

Minimize risk of overlooked terms with built-in post-draft alignment and quality audit checks

Questions

What type of agreement does this skill produce?

CaseMark generates a short-form, execution-ready right-of-entry contract for pre-closing property inspections in U.S. commercial real estate transactions. It covers license grants, access procedures, insurance, indemnity, restoration, confidentiality, and governing law provisions.

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

Yes. CaseMark drafts agreements that distinguish between non-invasive activities (like Phase I assessments) and invasive testing (Phase II sampling, destructive testing). The agreement includes a separate authorization gate for invasive activities requiring owner consent.

How does the indemnity provision handle pre-existing contamination?

The agreement includes a discovery carve-out that scopes the indemnity so the accessing party is not liable for pre-existing environmental conditions merely discovered during inspections. CaseMark ensures this carve-out is properly drafted alongside the broader indemnification framework.

Does it account for state-specific anti-indemnity statutes?

Yes. CaseMark identifies the governing law based on the property location and incorporates anti-indemnity statute guardrails to ensure the indemnification provisions are enforceable under applicable state law.

Can I customize the insurance requirements?

Absolutely. You can specify CGL limits, additional insured endorsements, primary/noncontributory requirements, subrogation waivers, and carrier rating minimums. CaseMark defaults to $1M/$2M CGL if no custom parameters are provided.

Is the output ready for execution or does it need heavy editing?

CaseMark produces execution-ready drafts designed for minimal revision. The agreement follows standard commercial real estate conventions and includes a built-in quality audit. However, as with any AI-generated legal document, attorney review before execution is recommended.

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