Preparing quarterly royalty reports manually is tedious and error-prone, requiring attorneys and paralegals to compile sales data, calculate complex deductions, verify royalty rates, and format everything according to license agreement terms. Each report can take 2-3 hours of billable time, with high risk of calculation errors that could lead to disputes or compliance issues.
Preparing quarterly royalty reports manually is tedious and error-prone, requiring attorneys and paralegals to compile sales data, calculate complex deductions, verify royalty rates, and format everything according to license agreement terms. Each report can take 2-3 hours of billable time, with high risk of calculation errors that could lead to disputes or compliance issues.
CaseMark automates the entire royalty reporting process by intelligently extracting sales data, applying the correct royalty rates from your license agreement, calculating deductions, and generating professionally formatted reports with built-in certification language. What once took hours now takes minutes, with mathematical accuracy guaranteed and full audit trail documentation.
This workflow is applicable across multiple practice areas and use cases
Corporate finance teams managing technology licensing agreements need to track royalty payments from licensed IP assets and report financial performance to stakeholders.
Companies with IP portfolios generate significant revenue through licensing arrangements that require regular royalty reporting for financial accounting, investor relations, and revenue recognition compliance.
IP litigation involving license disputes requires detailed royalty reports to prove breach of contract, calculate damages, or demonstrate compliance with licensing terms.
Royalty calculation disputes are common in IP litigation, and standardized reports serve as evidence for underpayment claims, audit rights enforcement, and damages calculations.
M&A due diligence requires analysis of existing royalty streams and license agreements to value IP assets and verify revenue representations made by target companies.
Accurate royalty reports are critical for valuing companies with IP licensing revenue during acquisitions and for post-merger integration of licensing operations.
Franchise agreements typically include royalty payment obligations based on franchisee sales, requiring regular reporting similar to IP licensing arrangements.
The royalty reporting structure for franchise fees mirrors IP licensing royalties, with similar needs for sales tracking, rate application, deduction management, and compliance certification.
You need your license agreement (which contains royalty rates and terms), sales data showing products sold with quantities and prices, and any deduction documentation for returns, freight, or taxes. CaseMark extracts the relevant terms from your agreement and applies them automatically to your sales data.
CaseMark reads your license agreement to identify the applicable royalty rate, then applies it to your net sales after accounting for allowable deductions. The AI verifies calculations against the agreement terms and flags any discrepancies for review before finalizing the report.
Yes, CaseMark adapts to different license agreement requirements and can generate reports matching specific licensor formats. You can also customize headers, add company branding, and modify certification language while maintaining the core calculation accuracy.
Most royalty reports are generated in 8-10 minutes, compared to 2-3 hours manually. This includes data extraction, calculation verification, and formatting. Complex reports with multiple product lines may take slightly longer but still save significant time.
Yes, CaseMark generates reports that include all required elements: sales data tables, deduction breakdowns, royalty calculations, and certification statements. The system maintains a complete audit trail showing how calculations were derived from your source documents.
Absolutely. CaseMark can process royalty reports for multiple quarters, licensees, or product lines simultaneously. You can upload sales data for different periods and generate consistent reports across your entire licensing portfolio efficiently.
CaseMark handles tiered royalty structures, minimum guarantees, and conditional rates by analyzing your license agreement terms. The AI identifies these provisions and applies the correct calculation methodology, flagging any edge cases for attorney review.