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Know How License

Draft Know-How License Agreements in Minutes

12 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

  • Term Sheet or Letter of Intent
  • Party and Deal Information

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

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 materials and produces a complete draft with robust confidentiality protections that preserve the licensed information's trade secret status.

Drafting know-how license agreements is uniquely challenging because the agreement must precisely define the licensed information's scope without disclosing the very secrets that give it value. Attorneys spend hours manually reviewing term sheets and prior agreements to extract deal terms, then painstakingly draft provisions covering exclusivity, financial structures, confidentiality obligations, and regulatory compliance. A single oversight in trade secret protections or scope definitions can jeopardize the licensor's most valuable intellectual property.

CaseMark automates the entire drafting workflow by extracting deal terms, party information, and financial structures directly from your uploaded transaction documents. The AI produces a complete, commercially balanced Know-How License Agreement with robust trade secret protections, properly scoped definitions, and all standard provisions — ready for attorney review and negotiation in a fraction of the traditional time.

How it works

  1. 1. Upload your term sheets, LOIs, and any prior agreements with negotiated terms

  2. 2. AI extracts party details, financial structures, exclusivity provisions, and deal terms

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

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

What you get

  • Preamble & Recitals

  • Know-How Definition & Scope

  • License Grant & Exclusivity Provisions

  • Financial Terms & Payment Structure

  • Confidentiality & Trade Secret Protections

  • Term, Termination & Post-Termination Obligations

  • Representations, Warranties & Indemnification

  • General Provisions & Dispute Resolution

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 for export controls and regulatory compliance

  • Bracketed placeholders for undecided terms to streamline negotiation

Required documents

  • Term Sheet or Letter of Intent

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

    .pdf, .docx

  • Party and Deal Information

    Documents identifying the parties, their entity types, jurisdictions, and key commercial terms including territory and exclusivity

    .pdf, .docx

Supporting documents

  • Prior Agreements

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

    .pdf, .docx

  • Technical Description

    Functional descriptions of the know-how, technical scope documents, or technology summaries

    .pdf, .docx

  • Regulatory Documentation

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

    .pdf, .docx

Why teams use it

Reduce first-draft turnaround from days to minutes by automating extraction of deal terms and agreement generation

Protect trade secret status with carefully crafted know-how definitions and confidentiality provisions

Ensure no deal terms are missed with systematic extraction from term sheets, LOIs, and prior agreements

Accelerate negotiations with clearly bracketed open terms and a professionally structured agreement framework

Questions

How does CaseMark protect trade secret status during the drafting process?

CaseMark drafts know-how definitions using functional descriptions that define scope without disclosing the underlying secrets. The agreement includes robust confidentiality provisions and trade secret acknowledgments designed to preserve the information's protected status under applicable law.

Can CaseMark handle different licensing structures like exclusive, sole, and non-exclusive?

Yes. CaseMark analyzes your deal documents to identify the negotiated exclusivity structure and drafts appropriate grant provisions for exclusive, sole, or non-exclusive licenses. It also tailors territory restrictions and field-of-use limitations based on your specific transaction terms.

What types of deal documents should I upload?

CaseMark works best with term sheets, letters of intent, prior agreements, and any documents containing negotiated deal terms. The AI extracts party identities, financial structures, exclusivity provisions, and special conditions to produce a comprehensive first draft.

Does CaseMark address cross-border and export control issues?

CaseMark identifies cross-border elements and export control considerations from your uploaded documents and flags them in the draft. It includes provisions addressing regulatory compliance, but you should always have counsel review jurisdiction-specific requirements for your particular technology transfer.

How does CaseMark handle undecided or open deal terms?

CaseMark uses clearly bracketed placeholders like [AMOUNT], [PERIOD], and [JURISDICTION] for any terms not yet finalized. This makes it easy to identify open items during negotiation and ensures nothing is overlooked before execution.

Can this be used for university-to-industry technology transfers?

Absolutely. CaseMark adjusts its drafting approach based on the transaction context, including university-to-industry transfers, startup licensing, and regulated technology deals. It accounts for the unique provisions and institutional requirements common in academic technology licensing.

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