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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 clauses for each engagement type. A single missed provision can leave critical IP unprotected or render restrictive covenants unenforceable.

CaseMark automates the entire CIAA/PIIA drafting process, generating jurisdiction-aware agreements that incorporate the latest statutory requirements. The AI handles state-specific carve-outs, DTSA notices, work-made-for-hire analysis, and restrictive covenant customization — delivering execution-ready drafts that protect your company's intellectual property from day one.

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 clauses, restrictive covenants, 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 Language

  • 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

  • Comprehensive confidential information definitions with standard exceptions

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

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

  • Prior invention disclosure exhibit (Exhibit A) generation

Required documents

  • Party and Engagement Details

    Company and employee/contractor information including names, addresses, jurisdiction, relationship type, role, and desired restrictive covenants

    .pdf, .docx, .txt

Supporting documents

  • Prior Inventions List

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

    .pdf, .docx, .txt

  • Existing Agreements

    Prior CIAAs, offer letters, equity award agreements, or other contracts 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 that generates complete CIAA/PIIA agreements in minutes

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

Reduce legal risk with automatic inclusion of DTSA immunity notices and standard confidentiality exceptions

Standardize your onboarding IP protection across employees and contractors with consistent, high-quality 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 AI identifies the applicable jurisdiction and includes the required employee notice provisions.

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, the AI modifies assignment language and WMFH eligibility accordingly.

Does the agreement include federal DTSA immunity notices?

Absolutely. CaseMark automatically includes the Defend Trade Secrets Act (DTSA) whistleblower immunity notice required under 18 U.S.C. § 1833(b), ensuring your agreement complies with federal law.

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

Yes. You can configure whether to include non-compete, non-solicitation of employees, and non-solicitation of customers clauses. CaseMark tailors enforceability language based on your governing jurisdiction's requirements.

How does CaseMark handle prior inventions?

CaseMark generates a Prior Invention Disclosure exhibit (Exhibit A) where the employee or contractor can list pre-existing IP to exclude from the assignment. If no prior inventions exist, the agreement includes a representation to that effect.

Is the output ready for execution or does it need attorney review?

CaseMark produces a comprehensive, execution-ready draft that follows current best practices and statutory requirements. However, we always recommend attorney review before execution to ensure alignment with your specific business needs and any unique circumstances.

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