Piia

Draft Enforceable PIIA Agreements in Minutes, Not Hours

12 minutes with CaseMark

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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 drafting skill generates comprehensive Proprietary Information and Inventions Agreements tailored to your specific employment or consulting relationship. The AI produces enforceable agreements covering confidentiality obligations, invention assignment with jurisdiction-specific statutory carve-outs, DTSA immunity notices, and prior inventions disclosure — all in a fraction of the time traditional drafting requires.

Drafting Proprietary Information and Inventions Agreements manually is time-consuming and error-prone, especially when navigating the patchwork of state invention-assignment statutes. Missing a required carve-out or omitting the DTSA immunity notice can render key provisions unenforceable, exposing companies to significant IP risk during every new hire or consultant engagement.

CaseMark automates the entire PIIA drafting process, producing comprehensive agreements that account for governing law requirements, statutory carve-outs, and federal compliance obligations. By combining legal best practices with AI-powered drafting, CaseMark ensures every agreement is thorough, consistent, and ready for review in minutes rather than hours.

How it works

1. Provide party details, engagement type, and governing law jurisdiction
2. AI drafts a complete PIIA with state-specific invention assignment carve-outs
3. Review and customize confidentiality scope, obligations, and prior inventions exhibit
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 & Signatures

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 and disclosure framework
Configurable for employment or consulting relationships
Governing law and jurisdiction-specific customization

Required documents

Party & Engagement Details
Document or form containing company and individual legal names, addresses, 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 Offer Letter or Equity Agreements
Related agreements that may contain overlapping IP or confidentiality provisions for cross-reference
.pdf, .docx
Company IP Policy
Internal IP or confidentiality policies to align PIIA terms with organizational standards
.pdf, .docx

Why teams use it

Eliminate hours of manual drafting with AI that produces complete, jurisdiction-aware PIIAs in minutes

Reduce compliance risk with automatic state-law invention assignment carve-outs and required federal notices

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

Minimize future IP disputes with thorough prior inventions disclosure and clear assignment language

Questions

Does the PIIA account for state invention-assignment statutes?

Yes. CaseMark automatically identifies the applicable state jurisdiction and includes the required statutory carve-outs for states like California, Delaware, Illinois, Washington, and others that limit employer invention assignment rights.

Can I use this for both employees and independent consultants?

Absolutely. CaseMark tailors the agreement language, consideration clauses, and termination provisions 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), ensuring your agreement complies with federal whistleblower protection requirements.

What if the individual has no prior inventions to disclose?

CaseMark still generates a Prior Inventions Exhibit marked as 'None' to create a clear record. This is a best practice that prevents future disputes about pre-existing IP ownership.

How does CaseMark handle overlapping agreements like offer letters or equity docs?

CaseMark drafts the PIIA with integration and conflict-resolution language that addresses potential overlap with existing offer letters, equity agreements, and other related documents you identify during setup.

Can I customize the definition of Proprietary Information?

Yes. CaseMark generates a comprehensive default definition covering trade secrets, technical data, business strategy, and more. You can review and adjust the scope to match your company's specific needs before finalizing.