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Know How License

Draft Know-How License Agreements in Minutes

12 minutes with CaseMark

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Know How License

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Workflow

Know How License

Overview

CaseMark's Know-How License Agreement skill automates the drafting of commercially balanced agreements for licensing trade secrets, confidential processes, and proprietary methodologies. It extracts deal terms from your existing transaction documents and produces a comprehensive agreement covering scope, exclusivity, financial structure, confidentiality protections, and termination provisions. The result is a polished, practice-ready draft that preserves the secrecy-derived value at the heart of every know-how license.

Drafting Know-How License Agreements is uniquely complex because the licensed asset derives its value from secrecy rather than public disclosure. Attorneys must carefully define scope without revealing secrets, structure robust confidentiality protections, and navigate cross-border regulatory requirements — all while manually extracting and reconciling terms from scattered transaction documents. This labor-intensive process creates bottlenecks and increases the risk of missing critical provisions.

CaseMark automates the entire know-how license drafting workflow, from extracting deal terms out of term sheets and LOIs to generating a complete, commercially balanced agreement. The AI adapts to your specific transaction context — whether university-to-industry, cross-border, or regulated technology — and produces a comprehensive draft with bracketed placeholders for open items, so your team can focus on negotiation strategy rather than document assembly.

How it works

  1. 1. Upload your term sheets, LOIs, prior agreements, and deal documentation

  2. 2. AI extracts party details, financial structures, exclusivity terms, and regulatory context

  3. 3. CaseMark drafts a complete Know-How License Agreement with all key provisions

  4. 4. Review bracketed terms, customize provisions, and export in DOCX or PDF

What you get

  • Preamble & Recitals

  • Know-How Definition and Scope

  • License Grant and Exclusivity Provisions

  • Financial Terms and Payment Structure

  • Confidentiality and Trade Secret Protections

  • Representations, Warranties, and Indemnification

  • Term, Termination, and Post-Termination Obligations

What it handles

  • Automated extraction of deal terms from term sheets, LOIs, and prior agreements

  • Commercially balanced drafting covering exclusivity, territory, and field of use

  • Financial structure analysis including royalties, milestones, and minimum payments

  • Confidentiality and trade secret protection provisions tailored to your deal

  • Context-aware drafting for university-to-industry, cross-border, and regulated technology scenarios

  • Bracketed placeholders for undecided terms with built-in validation checks

Required documents

  • Term Sheet or Letter of Intent

    Term sheets, LOIs, or memoranda of understanding containing the negotiated deal terms and commercial framework

    .pdf, .docx

  • Party Information

    Documents identifying the parties including legal names, entity types, jurisdictions, and principal places of business

    .pdf, .docx

Supporting documents

  • Prior Agreements

    Existing agreements between the parties that may be referenced, amended, or superseded

    .pdf, .docx

  • Technical Description

    Functional description of the know-how sufficient to define licensing scope without disclosing trade secrets

    .pdf, .docx

  • Regulatory Documentation

    Export control classifications, industry-specific regulatory requirements, or cross-border transfer documentation

    .pdf, .docx

Why teams use it

Reduce drafting time from hours to minutes by automating extraction of deal terms and generation of agreement provisions

Ensure comprehensive coverage of critical know-how licensing provisions including trade secret protections, exclusivity, and financial structures

Adapt seamlessly to diverse transaction contexts — university-to-industry, cross-border, regulated technology, and varying party sophistication

Maintain consistency and reduce errors with built-in validation checks and standardized bracketing of open terms

Questions

What types of licensing deals does this skill support?

CaseMark's Know-How License skill handles a wide range of scenarios including trade secret licenses, technology transfer agreements, confidential information licensing, and proprietary methodology licenses. It adapts its drafting approach for university-to-industry deals, cross-border transactions, regulated technologies, and varying party sophistication levels.

How does the AI handle deal terms that haven't been finalized?

CaseMark automatically brackets undecided terms using placeholders like [AMOUNT], [PERIOD], and [JURISDICTION] so you can easily identify and fill in open items. This ensures you get a complete draft structure without blocking progress on unresolved negotiation points.

Can it extract terms from existing documents like LOIs and term sheets?

Yes. CaseMark's document review engine extracts party identities, financial terms, exclusivity provisions, territorial scope, and special conditions from your uploaded transaction documents. It preserves negotiated language and flags existing relationships or agreements that may need to be referenced or superseded.

How does the agreement protect trade secret status of the licensed know-how?

CaseMark drafts robust confidentiality and trade secret protection provisions that maintain the secrecy-derived value of the licensed know-how. The agreement includes carefully scoped definitions, disclosure limitations, and post-termination obligations designed to preserve trade secret status throughout and after the license term.

Does the skill account for export control and regulatory requirements?

CaseMark identifies regulatory context from your uploaded documents and incorporates appropriate provisions for export control compliance, industry-specific regulations, and cross-border transfer requirements. You can further customize these provisions based on the specific jurisdictions and technologies involved.

What if my deal involves a university licensor or a startup licensee?

CaseMark adjusts its drafting approach based on the transaction context. University-to-industry deals, startup licensing arrangements, and established-entity transactions each receive tailored provisions addressing the unique concerns and power dynamics of those relationships.

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