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Invention Assignment Agreement

Draft IP Assignment Agreements in Minutes, Not Hours

12 minutes with CaseMark

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Invention Assignment Agreement

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Invention Assignment Agreement

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 that include state-specific invention carve-outs, DTSA immunity notices, work-made-for-hire provisions, and configurable restrictive covenants—all tailored to your jurisdiction and relationship type.

Drafting Confidentiality and Invention Assignment Agreements manually is time-consuming and error-prone. Attorneys must track evolving state-specific invention carve-out statutes, ensure DTSA compliance, and customize restrictive covenants for each jurisdiction—all while maintaining consistency across dozens or hundreds of onboarding agreements. A single oversight can leave critical IP unprotected or render provisions unenforceable.

CaseMark automates the entire CIAA/PIIA drafting process, generating execution-ready agreements that incorporate the correct state-specific carve-outs, federal DTSA immunity notices, and tailored restrictive covenants. By intelligently adapting to your jurisdiction, relationship type, and specific requirements, CaseMark ensures comprehensive IP protection while dramatically reducing drafting time and compliance risk.

How it works

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

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

  3. 3. Review and customize restrictive covenants, carve-outs, 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

  • DTSA Immunity Notice

  • State-Specific Invention Carve-Out Provisions

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

  • Prior Invention Disclosure Exhibit

  • Termination Obligations and Certification Requirements

What it handles

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

  • DTSA federal immunity notice language 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

  • Comprehensive confidential information definitions with standard exceptions

Required documents

  • Party and Engagement Details

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

    .pdf, .docx, .txt

  • Prior Inventions Disclosure

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

    .pdf, .docx, .txt

Supporting documents

  • Existing Agreements

    Prior CIAAs, offer letters, equity award agreements, or other employment documents 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

  • Restrictive Covenant Guidelines

    Company guidelines or preferences for non-compete, non-solicitation, and other restrictive covenant terms

    .pdf, .docx

Why teams use it

Eliminate hours of manual drafting with AI that produces complete, jurisdiction-aware CIAA/PIIA agreements in minutes

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

Ensure consistent IP protection across your organization with standardized yet customizable agreement templates

Accelerate employee and contractor onboarding by generating execution-ready agreements on demand

Questions

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

CaseMark automatically applies the correct statutory carve-outs for California, Delaware, Illinois, Kansas, Minnesota, North Carolina, Utah, and Washington. The AI identifies the governing jurisdiction and tailors the agreement accordingly.

Can I use this for both employees and independent contractors?

Yes. CaseMark adjusts key provisions based on the relationship type you specify. For employees, work-made-for-hire provisions apply automatically under copyright law, while contractor agreements receive appropriate IP assignment language to ensure full coverage.

Does the agreement include DTSA whistleblower immunity notices?

Absolutely. CaseMark automatically includes the federally required Defend Trade Secrets Act immunity notice language, ensuring your agreement complies with the 2016 DTSA requirements for all employee and contractor agreements.

How does CaseMark handle prior inventions and pre-existing IP?

CaseMark generates a Prior Invention Disclosure exhibit (Exhibit A) based on the information you provide. The agreement includes clear language excluding listed prior inventions from the assignment while protecting the company's rights to all new IP created during the engagement.

Can I customize the restrictive covenants?

Yes. You can configure non-compete, non-solicitation of employees, and non-solicitation of customers provisions. CaseMark drafts enforceable language tailored to your governing jurisdiction, accounting for states that restrict or ban non-compete agreements.

Is the generated agreement ready for execution?

CaseMark produces a comprehensive, execution-ready draft that follows current best practices. However, we recommend legal counsel review the final document to confirm it aligns with your company's specific policies and any unique circumstances of the engagement.

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