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Confidentiality Invention Assignment

Draft IP & Confidentiality Agreements in Minutes

12 minutes with CaseMark

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Confidentiality Invention Assignment

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Confidentiality Invention Assignment

Overview

CaseMark's Confidentiality and Invention Assignment skill drafts complete, execution-ready PIIA/CIIA agreements that protect trade secrets and assign work-related intellectual property. The AI handles DTSA compliance, state-specific invention carve-outs, prior inventions scheduling, and optional restrictive covenants—turning a process that typically takes hours of attorney time into a streamlined, minutes-long workflow.

Drafting confidentiality and invention assignment agreements manually requires navigating a patchwork of federal DTSA requirements, state invention-assignment statutes, and evolving non-compete laws. Each new hire or contractor engagement demands hours of attorney time to customize clauses, verify compliance, and prepare prior inventions schedules—creating bottlenecks during critical onboarding periods.

CaseMark automates the entire PIIA/CIIA drafting process by generating execution-ready agreements tailored to your specific jurisdiction, worker type, and IP protection needs. The AI incorporates DTSA immunity notices, state carve-outs, and optional restrictive covenants automatically, letting legal teams onboard workers faster while maintaining rigorous IP protection standards.

How it works

  1. 1. Provide company details, worker information, governing law, and restrictive covenant preferences

  2. 2. AI drafts a complete PIIA/CIIA with DTSA compliance and state-specific carve-outs

  3. 3. Review and customize clauses, prior inventions schedule, and covenant terms

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

What you get

  • Parties & Recitals

  • Definitions

  • Confidentiality Obligations & Exceptions

  • DTSA Whistleblower Immunity Notice

  • Invention Assignment & Work Made for Hire

  • Prior Inventions Schedule (Exhibit A)

  • Restrictive Covenants (Non-Solicit / Non-Compete)

  • Return of Property & General Provisions

What it handles

  • DTSA-compliant whistleblower immunity notice automatically included

  • Present-tense invention assignment with backup assign-to-assign clause

  • State-specific carve-outs for invention assignment and restrictive covenants

  • Prior inventions schedule (Exhibit A) with smart None representation

  • Optional non-solicit and non-compete clauses with blue-pencil and tolling provisions

  • Work-made-for-hire designation with backup copyright assignment

Required documents

  • Company and Worker Information

    Details including company legal name, entity type, address, worker name, role, employment status (employee or contractor), effective date, and governing law

    .pdf, .docx, .txt

  • Prior Inventions Disclosure

    List of worker's pre-existing inventions to be excluded from assignment, or written confirmation that no prior inventions exist

    .pdf, .docx, .txt

Supporting documents

  • Existing Employment or Contractor Agreement

    Current employment or contractor agreement to ensure consistency with existing terms and consideration provisions

    .pdf, .docx

  • Company IP Policy or Guidelines

    Internal IP policies or sensitive information categories to incorporate into the confidentiality definitions

    .pdf, .docx

Why teams use it

Reduce agreement drafting time from hours to minutes with AI-powered automation

Ensure federal DTSA compliance and state-specific carve-outs without manual legal research

Customize restrictive covenants, consideration terms, and IP scope for each engagement

Generate consistent, professionally structured agreements across your entire workforce

Questions

What is a PIIA/CIIA and when do I need one?

A Proprietary Information and Inventions Assignment agreement (PIIA/CIIA) protects your company's trade secrets and ensures IP created by workers is assigned to the company. CaseMark helps you draft one whenever you onboard employees, engage contractors, or form a new company.

Does the agreement comply with the Defend Trade Secrets Act (DTSA)?

Yes. CaseMark automatically includes the federally required whistleblower immunity notice mandated by the DTSA for any agreement signed after May 11, 2016, ensuring your agreement is compliant out of the box.

How does CaseMark handle state-specific invention assignment laws?

CaseMark incorporates carve-outs required by states like California, Delaware, Illinois, Minnesota, Washington, and others that limit employer claims on inventions created on an employee's own time without company resources. Simply specify your governing law and work location.

Can I include non-compete and non-solicitation clauses?

Absolutely. CaseMark lets you optionally include non-solicit and non-compete provisions with customizable scope, duration, and geography. The AI applies blue-pencil and tolling language and flags state-specific enforceability considerations.

What if the worker has prior inventions to disclose?

CaseMark generates a Prior Inventions Schedule (Exhibit A) where existing inventions are listed. If the worker has none, the agreement includes a clear 'None' representation, protecting both parties from future disputes.

Is the output ready for execution or just a first draft?

CaseMark produces an execution-ready agreement with all required sections, signature blocks, and exhibits. While we recommend attorney review for complex situations, the output is designed to be comprehensive and immediately usable.

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