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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 transforms your deal documents into comprehensive, commercially balanced agreements for licensing trade secrets, confidential processes, and proprietary methodologies. It extracts negotiated terms from your uploaded documents and drafts a complete agreement with robust confidentiality protections designed to preserve the licensed information's trade secret status.

Drafting know-how license agreements is uniquely complex because the licensed information's value depends entirely on maintaining its secrecy. Attorneys must carefully define scope without disclosing secrets, build layered confidentiality protections, and address trade secret preservation — all while accurately translating negotiated deal terms from scattered documents into precise contractual language. This manual process is time-intensive and error-prone.

CaseMark automates the heavy lifting of know-how license drafting by extracting deal terms directly from your uploaded term sheets, LOIs, and prior agreements, then generating a complete, commercially balanced agreement. The AI applies trade-secret-specific drafting conventions — including functional scope definitions, robust confidentiality frameworks, and post-termination obligations — so attorneys can focus on strategy and negotiation rather than document assembly.

How it works

  1. 1. Upload your term sheets, LOIs, or prior agreements with negotiated deal terms

  2. 2. AI extracts party details, financial structures, exclusivity provisions, and technical scope

  3. 3. CaseMark drafts a complete Know-How License Agreement with bracketed placeholders for undecided terms

  4. 4. Review, customize, and export your agreement in DOCX or PDF format

What you get

  • Preamble & Recitals

  • Know-How Definition & Scope

  • License Grant & Exclusivity Provisions

  • Financial Terms & Payment Structure

  • Confidentiality & Trade Secret Protections

  • Representations, Warranties & Indemnification

  • Term, Termination & Post-Termination Obligations

What it handles

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

  • Comprehensive know-how scope definition that protects trade secret status

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

  • Exclusivity, territory, and field-of-use provisions tailored to your deal

  • Built-in drafting checks and bracketed placeholders for undecided terms

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

Required documents

  • Transaction Documents

    Term sheets, letters of intent, or prior agreements containing negotiated deal terms, financial structures, and party information

    .pdf, .docx

Supporting documents

  • Technical Description

    Functional description of the know-how being licensed, including technical scope and categories

    .pdf, .docx

  • Regulatory Documentation

    Export control classifications, industry-specific regulatory requirements, or compliance documentation

    .pdf, .docx

  • Prior Agreements

    Existing agreements between the parties to be referenced, amended, or superseded

    .pdf, .docx

Why teams use it

Reduce agreement drafting time from hours to minutes while maintaining the precision required for trade secret licensing

Ensure critical confidentiality and trade secret preservation provisions are never overlooked

Automatically extract and incorporate deal terms from existing transaction documents to eliminate manual re-keying errors

Generate context-aware drafts that adapt to cross-border, university-to-industry, and regulated technology scenarios

Questions

How does CaseMark protect trade secret status when drafting the agreement?

CaseMark drafts know-how descriptions at a functional level sufficient to define the license scope without disclosing the underlying secrets. The agreement includes robust confidentiality provisions and trade secret acknowledgments designed to preserve the information's protected status.

Can CaseMark handle cross-border or university-to-industry know-how licenses?

Yes. CaseMark automatically adjusts its drafting approach based on the transaction context, including cross-border deals with export control considerations, university-to-industry technology transfers, and regulated technology licensing. It flags jurisdiction-specific issues for your review.

What documents do I need to upload to get started?

At minimum, upload your term sheet, letter of intent, or any prior agreement containing negotiated deal terms. CaseMark extracts party identities, financial structures, exclusivity provisions, and technical scope from these documents to populate the draft agreement.

How does CaseMark handle terms that haven't been finalized yet?

CaseMark uses bracketed placeholders like [AMOUNT], [PERIOD], and [JURISDICTION] for any terms that remain undecided or weren't found in your uploaded documents. This makes it easy to identify and fill in outstanding terms during negotiation.

What's the difference between a know-how license and a patent license?

A know-how license covers trade secrets and confidential information that derive value from secrecy, while patent licenses cover publicly disclosed inventions. CaseMark's Know-How License skill is specifically designed for the unique confidentiality, disclosure control, and trade secret preservation requirements that don't apply to patent licensing.

Can I customize the financial structure in the generated agreement?

Absolutely. CaseMark supports a range of financial structures including upfront fees, milestone payments, running royalties, minimum annual royalties, and hybrid models. The AI extracts your negotiated financial terms and drafts corresponding payment provisions that you can further refine.

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