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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 and Engagement Details
  • Prior Invention Disclosures

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) for employee and contractor onboarding. The AI generates execution-ready agreements with state-specific invention carve-outs, DTSA immunity notices, configurable restrictive covenants, and proper IP assignment language—all tailored to your jurisdiction and relationship type.

Drafting Confidentiality and Invention Assignment Agreements manually requires tracking state-specific invention carve-out statutes, federal DTSA requirements, and varying enforceability standards for restrictive covenants. A single missed provision or outdated statutory reference can expose a company to significant IP ownership disputes or render key protections unenforceable.

CaseMark automates the entire CIAA/PIIA drafting process, generating jurisdiction-aware agreements that incorporate the correct state carve-outs, DTSA notices, and properly structured IP assignment clauses. The result is a consistent, compliant, execution-ready agreement produced in minutes instead of hours.

How it works

  1. 1. Provide party details, governing jurisdiction, relationship type, and covenant preferences

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

  3. 3. Review and customize restrictive covenants, definitions, and prior invention disclosures

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

What you get

  • Parties and Recitals

  • Confidential Information Definitions and Obligations

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

  • State-Specific Carve-Out Language

  • DTSA Immunity Notice

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

  • Prior Invention Disclosure Exhibit

  • Termination and Return-of-Materials Obligations

What it handles

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

  • DTSA federal immunity notice automatically included

  • Configurable restrictive covenants including non-compete and non-solicitation clauses

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

  • Prior invention disclosure exhibit (Exhibit A) generation

  • Confidential information definitions with standard four-part exceptions

Required documents

  • Party and Engagement Details

    Company and employee/contractor information including legal names, addresses, governing jurisdiction, relationship type, and role description

    .pdf, .docx, .txt

  • Prior Invention Disclosures

    List of pre-existing inventions, patents, or IP that should be excluded from the assignment provisions

    .pdf, .docx, .txt

Supporting documents

  • Existing Agreements

    Prior CIAAs, offer letters, equity award agreements, or NDAs to reconcile with the new agreement

    .pdf, .docx

  • Company IP Policy

    Internal intellectual property or trade secret policies to align agreement terms with company standards

    .pdf, .docx

Why teams use it

Eliminate hours of manual drafting with AI-generated agreements that include all standard CIAA/PIIA provisions

Ensure compliance with state-specific invention assignment statutes across eight key jurisdictions

Reduce legal risk with automatic DTSA immunity notices and properly structured confidential information definitions

Streamline employee and contractor onboarding with consistent, professionally drafted IP protection agreements

Questions

Which states does CaseMark support for invention assignment carve-outs?

CaseMark automatically generates the correct statutory carve-out language for California, Delaware, Illinois, Kansas, Minnesota, North Carolina, Utah, and Washington. The agreement adapts based on the governing jurisdiction you select.

Can I use this for both employees and independent contractors?

Yes. CaseMark adjusts the agreement based on the relationship type you specify. For employees, the agreement includes work-made-for-hire provisions under the Copyright Act; for independent contractors, it uses present-tense assignment language to ensure proper IP transfer.

Does the agreement include DTSA whistleblower immunity notices?

Absolutely. CaseMark automatically includes the federally required Defend Trade Secrets Act immunity notice, ensuring your agreement complies with the 2016 DTSA requirements for employer-employee trade secret agreements.

Can I add or remove restrictive covenants like non-competes?

Yes. You can configure non-compete, non-solicitation of employees, and non-solicitation of customers clauses based on your needs and jurisdictional enforceability. CaseMark flags potential enforceability concerns for restrictive jurisdictions.

How does CaseMark handle prior inventions and existing IP?

CaseMark generates a Prior Invention Disclosure exhibit (Exhibit A) based on the information you provide. This ensures pre-employment intellectual property is properly excluded from the assignment provisions.

Is the generated agreement ready for execution?

CaseMark produces a comprehensive, execution-ready draft that follows market-standard CIAA/PIIA structures. However, we recommend legal review before execution to confirm alignment with your specific business needs and local counsel requirements.

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