← All workflows

Piia

Draft Enforceable PIIA Agreements in Minutes

12 minutes with CaseMark

Run this workflow

Run it in CaseMark

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

  • Party & Engagement Details

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

Workflow

Overview

CaseMark's PIIA skill drafts complete Proprietary Information and Inventions Agreements tailored to your jurisdiction, engagement type, and specific IP protection needs. The AI handles the complex interplay of confidentiality obligations, invention assignment clauses, state statutory carve-outs, and federal DTSA compliance so your team can focus on strategic review rather than boilerplate assembly.

Drafting PIIAs manually requires attorneys to cross-reference multiple state invention-assignment statutes, ensure DTSA compliance, and adapt language for each engagement type — a process that can take hours per agreement. Inconsistent drafting across a growing organization creates enforceability gaps that put valuable trade secrets and intellectual property at risk.

CaseMark's AI-powered PIIA skill automates the entire drafting process, generating enforceable agreements with jurisdiction-specific carve-outs, DTSA immunity notices, and properly structured prior inventions exhibits. Legal teams get a polished, review-ready draft in minutes, ensuring consistent IP protection across every new hire and consultant engagement.

How it works

  1. 1. Upload party details, engagement type, and governing law jurisdiction

  2. 2. AI drafts a complete PIIA with state-specific invention assignment carve-outs

  3. 3. Review and customize confidentiality scope, obligations, and prior inventions exhibit

  4. 4. Export the finalized agreement in your preferred format (DOCX, PDF)

What you get

  • Introduction & Consideration

  • Confidentiality Obligations

  • Invention Assignment with State-Law Carve-Outs

  • DTSA Immunity Notice

  • Prior Inventions Exhibit

  • General Provisions & Signature Blocks

What it handles

  • Comprehensive confidentiality clauses with standard carve-outs

  • Invention assignment provisions with automatic state-law carve-outs

  • DTSA immunity notice included verbatim for federal compliance

  • Prior inventions exhibit generation — even when blank

  • Supports both employment and consulting relationship structures

  • Pitfall validation against common enforceability issues

Required documents

  • Party & Engagement Details

    Document containing company legal name, individual's name and address, role/title, engagement type (employment or consulting), effective date, and governing law jurisdiction

    .pdf, .docx, .txt

Supporting documents

  • Prior Inventions List

    List of pre-existing inventions, patents, or IP the individual wishes to exclude from the assignment provisions

    .pdf, .docx, .txt

  • Existing Agreements

    Offer letters, equity agreements, or other documents that may contain overlapping IP or confidentiality terms

    .pdf, .docx

Why teams use it

Eliminate hours of manual drafting by generating jurisdiction-aware PIIAs in minutes with automatic state-law carve-outs

Reduce enforceability risk with built-in compliance for state invention-assignment statutes and federal DTSA notice requirements

Standardize onboarding IP protection across your organization with consistent, high-quality agreement templates

Accelerate employee and consultant onboarding by removing the PIIA bottleneck from your hiring workflow

Questions

Does the PIIA account for state invention-assignment statutes?

Yes. CaseMark automatically identifies the governing jurisdiction and includes the appropriate statutory carve-outs for states like California, Delaware, Illinois, Washington, and others that limit employer invention claims. This helps ensure enforceability.

Can I use this for both employees and independent consultants?

Absolutely. CaseMark's PIIA skill adapts the agreement structure, consideration language, and obligation framing based on whether the relationship is employment or consulting. Simply specify the engagement type when providing your inputs.

Is the DTSA immunity notice included automatically?

Yes. CaseMark includes the verbatim Defend Trade Secrets Act immunity notice required under 18 U.S.C. § 1833(b). This ensures your agreement satisfies the federal notice requirement for whistleblower protections.

What if the individual has no prior inventions to disclose?

CaseMark still generates a Prior Inventions Exhibit marked as 'None' or 'N/A.' Including a blank exhibit is a best practice that documents the individual's affirmative representation and prevents future disputes about pre-existing IP.

How long does it take to generate a complete PIIA?

CaseMark typically generates a full, review-ready PIIA in approximately 12 minutes. Compare that to the hours typically spent manually drafting and cross-referencing state statutes — it's a significant time savings for any legal team.

Can I customize the confidentiality definition and obligations?

Yes. CaseMark produces a comprehensive draft with industry-standard definitions and obligations, but every section is fully editable. You can tailor the proprietary information definition, care standards, and survival terms to your specific needs.

Related

Access and Indemnity Agreement (Due Diligence)

Draft Property Access Agreements in Minutes with AI

Access Indemnity Agreement

Draft Access & Indemnity Agreements in Minutes

Ad Fund Agreement

Draft Ad Fund Agreements in Minutes, Not Hours