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Invention Assignment Agreement

Draft IP Assignment Agreements in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

  • Party & Employment Details

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

Workflow

Overview

CaseMark's Invention Assignment Agreement skill drafts comprehensive Confidentiality and Invention Assignment Agreements (CIAA/PIIA) tailored to your jurisdiction and relationship type. The AI produces execution-ready agreements covering confidential information protections, IP assignment, work-made-for-hire provisions, restrictive covenants, and all required statutory notices — dramatically reducing the time attorneys spend on routine onboarding documentation.

Drafting Confidentiality and Invention Assignment Agreements manually is time-consuming and error-prone, especially when navigating the patchwork of state-specific invention assignment statutes and federal DTSA requirements. Attorneys must track carve-out language for multiple jurisdictions, ensure proper whistleblower immunity notices, and tailor provisions for employees versus contractors — all while maintaining consistency across dozens or hundreds of onboarding agreements.

CaseMark automates the entire CIAA/PIIA drafting process, generating comprehensive agreements that incorporate the correct state-specific carve-outs, DTSA notices, and relationship-appropriate IP assignment structures. By handling the jurisdictional complexity and boilerplate drafting, CaseMark frees attorneys to focus on strategic customization and client counseling rather than repetitive document assembly.

How it works

  1. 1. Provide party details, governing jurisdiction, and relationship type (employee vs. contractor)

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

  3. 3. Review and customize restrictive covenants, prior invention disclosures, and confidentiality terms

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

What you get

  • Parties & Recitals

  • Confidential Information Definitions & Obligations

  • DTSA Immunity Notice

  • Invention Assignment & Work-Made-for-Hire Provisions

  • State-Specific Invention Carve-Outs

  • Restrictive Covenants (Non-Compete, Non-Solicitation)

  • Prior Invention Disclosure (Exhibit A)

  • Termination Obligations & Certification

  • General Provisions & Signature Blocks

What it handles

  • State-specific invention assignment carve-outs for CA, DE, IL, KS, MN, NC, UT, and WA

  • Federal DTSA immunity notice language automatically included

  • Comprehensive confidential information definitions with standard exceptions

  • Work-made-for-hire and present-tense IP assignment clauses

  • Customizable restrictive covenants including non-compete and non-solicitation

  • Prior invention disclosure exhibit (Exhibit A) generation

Required documents

  • Party & Employment Details

    Company and employee/contractor information including legal names, addresses, governing jurisdiction, role/title, and relationship type (employee vs. independent contractor)

    .pdf, .docx, .txt

Supporting documents

  • Existing Agreements

    Prior CIAAs, offer letters, equity award agreements, or other employment-related contracts to reconcile with the new agreement

    .pdf, .docx

  • Prior Invention Disclosure

    List of pre-existing inventions, patents, or IP that the employee or contractor wishes to exclude from the assignment provisions

    .pdf, .docx, .txt

Why teams use it

Eliminate hours of manual drafting with AI that produces jurisdiction-aware, execution-ready agreements in minutes

Reduce compliance risk with automatic DTSA immunity notices and state-specific invention assignment carve-outs for eight key states

Ensure comprehensive IP protection with present-tense assignment clauses, work-made-for-hire provisions, and prior invention disclosure exhibits

Standardize your onboarding process with consistent, professionally drafted agreements that can be customized for each hire or engagement

Questions

Which states' invention assignment carve-outs does this agreement cover?

CaseMark automatically incorporates the required statutory carve-outs for California, Delaware, Illinois, Kansas, Minnesota, North Carolina, Utah, and Washington. The AI selects the appropriate language based on the governing jurisdiction you specify.

Can this be used for both employees and independent contractors?

Yes. CaseMark adjusts the agreement based on the relationship type you select. For employees, the agreement includes work-made-for-hire provisions under the Copyright Act. For independent contractors, the IP assignment structure is adapted to reflect the different legal relationship.

Does the agreement include DTSA whistleblower immunity notices?

Absolutely. CaseMark automatically includes the federally required Defend Trade Secrets Act (DTSA) immunity notice, ensuring your agreement complies with the statutory disclosure obligation for employees and contractors.

How does CaseMark handle prior inventions that should be excluded?

The AI generates a Prior Invention Disclosure exhibit (Exhibit A) where the employee or contractor can list pre-existing IP. CaseMark structures the carve-out language to clearly exclude disclosed prior inventions from the assignment provisions.

Can I customize the restrictive covenant provisions?

Yes. CaseMark drafts non-solicitation and non-compete clauses based on your inputs, and you can review and modify duration, geographic scope, and activity restrictions. The AI also flags jurisdictions where non-competes may be unenforceable or restricted.

Is the generated agreement ready for execution?

CaseMark produces a comprehensive, execution-ready draft with signature blocks, exhibits, and all required statutory language. However, we recommend a final legal review to confirm the agreement aligns with your specific business needs and any recent legal developments.

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