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Confidentiality Invention Assignment

Draft IP & Confidentiality Agreements in Minutes

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

  • Company & Worker Information
  • Business Description

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Confidentiality and Invention Assignment skill drafts comprehensive, execution-ready PIIA/CIIA agreements tailored to your specific company, worker, and jurisdictional requirements. The AI handles DTSA compliance, state invention-assignment carve-outs, and optional restrictive covenants so you can onboard workers and protect IP with confidence.

Drafting confidentiality and invention assignment agreements manually requires navigating a patchwork of federal DTSA requirements and state-specific invention laws. Each new hire or contractor engagement demands careful customization, consuming valuable attorney time and creating risk of non-compliant or inconsistent agreements.

CaseMark automates the entire PIIA/CIIA drafting process, generating execution-ready agreements that incorporate DTSA whistleblower immunity notices, state-specific invention assignment carve-outs, and configurable restrictive covenants. Simply provide your company and worker details, and CaseMark delivers a professionally formatted, jurisdiction-aware agreement in minutes.

How it works

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

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

  3. 3. Review and customize restrictive covenants, prior inventions, and key 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)

  • Return of Property & Destruction

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

  • General Provisions & Signature Blocks

What it handles

  • Generates execution-ready PIIA/CIIA with all standard sections

  • Includes federally required DTSA whistleblower immunity notice

  • Handles state-specific invention assignment carve-outs automatically

  • Produces Prior Inventions schedule (Exhibit A) or None representation

  • Configurable non-solicit and non-compete clauses with blue-pencil provisions

  • Supports both employee and independent contractor engagement structures

Required documents

  • Company & Worker Information

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

    .pdf, .docx, .txt

  • Business Description

    Description of the company's business and categories of sensitive or confidential information to be protected

    .pdf, .docx, .txt

Supporting documents

  • Prior Inventions List

    List of worker's pre-existing inventions to be excluded from the assignment, for inclusion in Exhibit A

    .pdf, .docx, .txt

  • Restrictive Covenant Parameters

    Desired non-solicit and non-compete scope, duration, and geographic restrictions

    .pdf, .docx, .txt

  • Existing Agreement Templates

    Any prior PIIA/CIIA templates or company-specific language to incorporate

    .pdf, .docx

Why teams use it

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

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

Flexibly configure restrictive covenants, prior inventions, and consideration terms

Produce consistent, professional agreements for every new hire or contractor engagement

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 generate one whenever you onboard a new employee or contractor, form a company, or need to formalize IP protections.

Does CaseMark include the required DTSA immunity notice?

Yes. CaseMark automatically includes the Defend Trade Secrets Act whistleblower immunity notice required for all agreements entered into after May 11, 2016. This ensures your agreement meets federal compliance requirements out of the box.

How does CaseMark handle state-specific invention assignment laws?

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

Can I include or exclude non-compete and non-solicit clauses?

Absolutely. CaseMark lets you configure whether to include non-solicitation, non-competition, or both. You can specify scope, duration, and geography, and the AI applies blue-pencil and tolling provisions appropriate for your jurisdiction.

Does this work for both employees and independent contractors?

Yes. CaseMark adapts the agreement structure, consideration language, and IP assignment provisions based on whether the worker is an employee or independent contractor, ensuring the correct legal framework applies.

Can I customize the Prior Inventions schedule?

Yes. You can provide a detailed list of prior inventions for Exhibit A, or confirm that none exist. CaseMark formats the schedule and includes the appropriate representation language in either case.

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