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Proprietary Information Inventions Agreement

Draft PIIA Agreements in Minutes, Not Hours

12 minutes with CaseMark

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Proprietary Information Inventions Agreement

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Proprietary Information Inventions Agreement

Overview

CaseMark's PIIA drafting skill generates comprehensive Proprietary Information and Inventions Agreements for employee and consultant onboarding. The AI produces fully compliant agreements covering invention assignment, confidentiality obligations, DTSA immunity notices, prior inventions disclosure, and jurisdiction-specific statutory carve-outs—all from a simple set of intake details.

Drafting Proprietary Information and Inventions Agreements manually requires tracking evolving state statutes, ensuring DTSA compliance, and tailoring provisions for each new hire's jurisdiction and role. This repetitive but detail-intensive work consumes valuable attorney time and creates risk when statutory carve-outs are missed or outdated templates are used.

CaseMark automates PIIA drafting by generating complete, jurisdiction-aware agreements from simple intake details. The AI applies current state-specific carve-outs, includes required DTSA immunity language, and adapts provisions for employees or consultants—delivering a polished, review-ready draft in minutes.

How it works

  1. 1. Enter company details, individual information, relationship type, and jurisdiction

  2. 2. AI drafts a complete PIIA with state-specific carve-outs and DTSA compliance

  3. 3. Review and customize clauses, prior inventions exhibit, and scope triggers

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

What you get

  • Parties and Consideration Recitals

  • Definitions (Proprietary Information, Inventions)

  • Confidentiality and Non-Disclosure Obligations

  • Return of Materials and Device Policy

  • Invention Assignment and Work-for-Hire Provisions

  • Prior Inventions Exhibit

  • Cooperation and Power of Attorney Clauses

  • DTSA Immunity Notice

  • State-Specific Carve-Outs and Statutory Compliance

  • General Provisions and Signature Block

What it handles

  • Generates complete PIIA with invention assignment, confidentiality, and return-of-materials clauses

  • Automatically applies state-specific statutory carve-outs based on work jurisdiction

  • Includes DTSA immunity notice language compliant with 18 U.S.C. § 1833(b)

  • Handles both employee and consultant relationship types with tailored provisions

  • Produces prior inventions exhibit and third-party IP restriction disclosures

  • Incorporates work-for-hire language with fallback assignment for non-WFH works

Required documents

  • Company and Individual Information

    Details including company legal name, entity type, state of incorporation, individual's legal name, address, role title, effective date, and relationship type (employee or consultant)

    .pdf, .docx, .txt

  • Jurisdiction and Governing Law Details

    Primary work state(s), preferred governing law, and forum selection for the agreement

    .pdf, .docx, .txt

Supporting documents

  • Prior Inventions List

    List of pre-existing inventions the individual wishes to exclude from the assignment provisions

    .pdf, .docx, .txt

  • Third-Party IP Restrictions

    Any existing agreements or obligations that restrict the individual's ability to assign intellectual property

    .pdf, .docx, .txt

  • Company IP Policy or Template

    Existing company IP policies or prior PIIA templates to align the draft with organizational standards

    .pdf, .docx

Why teams use it

Reduce PIIA drafting time from hours to minutes while maintaining legal rigor and completeness

Ensure compliance with DTSA notice requirements and state-specific invention assignment statutes automatically

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

Minimize risk of unenforceable clauses by incorporating mandatory statutory carve-outs for each jurisdiction

Questions

What is a Proprietary Information and Inventions Agreement (PIIA)?

A PIIA is a legal agreement used during employee or consultant onboarding that assigns intellectual property rights to the company and protects proprietary information. CaseMark drafts these agreements with all essential clauses including invention assignment, confidentiality, and cooperation obligations.

Does CaseMark handle state-specific requirements?

Yes. CaseMark automatically applies statutory carve-outs based on the primary work state you specify. This includes states like California, Illinois, Washington, and others that limit the scope of invention assignment clauses by statute.

Can I use this for both employees and consultants?

Absolutely. CaseMark tailors the agreement based on whether the individual is an employee or an independent consultant, adjusting consideration language, work-for-hire provisions, and other relationship-specific terms accordingly.

What is the DTSA immunity notice and is it included?

The Defend Trade Secrets Act requires employers to provide notice of whistleblower immunity protections in any agreement governing trade secrets. CaseMark automatically includes the required 18 U.S.C. § 1833(b) notice language in every PIIA it drafts.

How does CaseMark handle prior inventions?

CaseMark generates a Prior Inventions Exhibit where the individual can list pre-existing inventions excluded from the assignment. If no prior inventions exist, it includes a representation that the exhibit is intentionally left blank, with provisions addressing improvements that fall within scope.

Can I customize the generated agreement?

Yes. CaseMark produces a fully editable draft that you can review, modify, and tailor to your specific needs before finalizing. The AI provides a comprehensive starting point that covers all standard PIIA provisions.

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