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Eor Agreement

Draft EOR Agreements in Minutes, Not Hours

12 minutes with CaseMark

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Eor Agreement

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Eor Agreement

Overview

CaseMark's EOR Agreement skill drafts comprehensive, U.S.-compliant Exporter of Record Agreements that appoint a qualified third party as USPPI for international export transactions. The AI-generated agreement allocates compliance obligations across EAR, ITAR, OFAC, and CBP frameworks while incorporating denied-party screening, AES/EEI filing requirements, indemnification provisions, and record retention obligations. Purpose-built for international trade professionals who need enforceable EOR appointments without days of manual drafting.

Drafting Exporter of Record Agreements manually requires deep expertise across multiple overlapping regulatory regimes—EAR, ITAR, OFAC, anti-boycott rules, and CBP requirements. Missing a single compliance obligation or screening requirement can expose both parties to severe civil and criminal penalties. The complexity of allocating responsibilities between principal and EOR across different goods classifications, destinations, and license types makes these agreements time-consuming and error-prone to draft from scratch.

CaseMark's AI analyzes your party details, goods classifications, and existing authorizations to generate a comprehensive EOR Agreement that covers every critical regulatory and commercial provision. The platform ensures consistent coverage of denied-party screening, AES/EEI filing, indemnification, and record retention—eliminating the risk of gaps while dramatically reducing the time and cost of producing these specialized agreements.

How it works

  1. 1. Upload party details, goods classifications, and existing export authorizations

  2. 2. AI drafts a comprehensive EOR Agreement with all required regulatory provisions

  3. 3. Review and customize scope, compliance obligations, and liability terms

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

What you get

  • Parties & Recitals

  • Definitions (EOR/USPPI, Export Controls, EEI/AES, Controlled Items, Denied Parties Screening, Export Documentation)

  • Appointment & Scope

  • Compliance Obligations & Denied-Party Screening

  • AES/EEI Filing & Export Documentation

  • Indemnification & Liability Allocation

  • Record Retention & Audit Rights

  • Term, Termination & Governing Law

What it handles

  • Complete party identification with CBP registration and EIN numbers

  • Comprehensive export control definitions covering EAR, ITAR, OFAC, and anti-boycott regulations

  • Customizable appointment scope with exclusive/non-exclusive and destination carve-outs

  • Built-in denied-party screening obligations across DPL, Entity List, SDN List, and more

  • AES/EEI filing responsibilities and export documentation requirements

  • Indemnification, liability allocation, and record retention provisions

Required documents

  • Party Details & Business Terms

    Legal names, entity types, jurisdictions, EIN numbers, CBP exporter-of-record numbers, fee structures, term length, insurance minimums, and governing law preferences

    .pdf, .docx, .txt

  • Goods & Technology Classifications

    Technical specifications, ECCN classifications, USML categories for defense articles, commodity jurisdiction determinations, and destination/end-user information

    .pdf, .docx, .xlsx

  • Existing Export Authorizations

    Current BIS/DDTC licenses, applicable license exceptions, OFAC authorizations, and any prior commodity jurisdiction determinations

    .pdf, .docx

Supporting documents

  • Prior EOR Agreements or Templates

    Existing EOR agreements or internal templates to inform style, structure, or specific clause preferences

    .pdf, .docx

  • End-Use Certifications

    End-use certificates, end-user statements, or consignee documentation for specified destinations

    .pdf, .docx

  • Compliance Program Documentation

    Internal export compliance program manuals or policies to align agreement obligations with existing procedures

    .pdf, .docx

Why teams use it

Reduce EOR agreement drafting time from days to minutes while maintaining full regulatory coverage across EAR, ITAR, OFAC, and CBP

Ensure no critical compliance provisions are missed with AI-driven coverage of denied-party screening, AES/EEI filing, and export documentation requirements

Customize scope, exclusivity, authority limits, and destination carve-outs to match your exact business arrangement

Protect your organization with properly structured indemnification, liability allocation, audit rights, and record retention clauses

Questions

What regulatory frameworks does the EOR Agreement cover?

CaseMark generates agreements that address all major U.S. export control regimes, including EAR (15 C.F.R. §§ 730–774), ITAR (22 C.F.R. §§ 120–130), OFAC sanctions, anti-boycott regulations, and CBP requirements. Each provision is tailored to your specific goods classifications and destinations.

Can I customize the agreement for exclusive vs. non-exclusive appointments?

Yes. CaseMark allows you to specify exclusive or non-exclusive EOR appointments, define product category and destination carve-outs, and set authority limits for the appointed party. You can also configure whether the EOR handles compliance-only or combined logistics services.

Does the agreement include denied-party screening provisions?

Absolutely. CaseMark automatically includes comprehensive denied-party screening obligations covering the Denied Persons List, Entity List, Unverified List, SDN List, FSE List, and ITAR Debarred List. The agreement specifies pre-shipment screening requirements and escalation procedures for potential matches.

How does CaseMark handle indemnification and liability allocation?

CaseMark drafts detailed indemnification clauses that allocate liability between the principal and the EOR based on their respective compliance obligations. The agreement addresses penalty exposure under EAR, ITAR, OFAC, and CBP, with insurance minimums and limitation of liability provisions tailored to your business terms.

Is the generated agreement ready to execute as-is?

CaseMark produces a comprehensive, professionally structured draft that covers all critical regulatory and commercial provisions. However, we recommend having qualified international trade counsel review the final agreement to ensure it meets your specific compliance posture and risk tolerance.

Can I use this for defense articles subject to ITAR?

Yes. CaseMark supports agreements involving ITAR-controlled defense articles and services. The AI incorporates USML category references, DDTC licensing requirements, and ITAR-specific compliance obligations when you indicate defense articles are in scope.

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