Summary. Clear a campaign, negotiate a grant, or evaluate a claim.


Phase 1 — Classify the use

  • Is the use advertising or merchandising? → consent required, no exceptions.
  • Is it editorial, news, commentary, or biography? → generally privileged; document the editorial purpose.
  • Is it an expressive work (film, game, book, art)? → generally protected, but the test varies by jurisdiction; escalate for realistic depictions.
  • Is it internal only? → confirm no external distribution, including social posts by employees.
  • Is the use promotional of a protected work (an ad for the documentary)? → generally within the privilege if drawn from the work.

Phase 2 — Identify who appears

  • List every person visible or audible in the asset.
  • For each: is the person identifiable to the audience? Face, body, voice, signature, distinctive attribute.
  • Flag anyone in the foreground or presented as endorsing.
  • Flag any public figure — false endorsement exposure under 15 U.S.C. § 1125(a) raises the stakes considerably.
  • Flag any deceased individual for the separate workflow below.
  • Flag any minor.
  • Confirm that background or crowd appearances are genuinely unidentifiable.

Phase 3 — Verify the release

For each identifiable person:

  • A signed release exists and is on file.
  • The release covers this material (this shoot, this image, this recording).
  • The release covers this medium — print, digital, social, broadcast, outdoor, packaging, point of sale.
  • The release covers this territory.
  • The release has not expired. Check the date.
  • The release permits alteration, cropping, or compositing if the asset has been edited.
  • The release permits sublicensing if affiliates, agencies, retailers, or channel partners will use it.
  • The release addresses digital replicas if any synthetic element is involved.
  • The release addresses machine learning use if the asset will enter a training set.
  • For employees: the release is a standalone document, not a line in onboarding paperwork.
  • For minors: signed by a parent or guardian; court approval obtained if required.

Failure mode: an onboarding "media release" used to support paid advertising.

Phase 4 — Stock and third-party imagery

  • Confirm the license conveys a model release, not just copyright permission.
  • Read the restrictions. Common prohibitions:
    • Uses suggesting endorsement of a product or service
    • Sensitive contexts (health conditions, financial distress, criminal activity, political messaging)
    • Merchandise for resale
    • Unflattering or potentially defamatory depiction
  • Confirm the intended use does not violate any restriction.
  • Confirm the agency's indemnity would actually respond to this use.
  • Retain the license terms as they existed on the date of use.

Phase 5 — Deceased individuals

In this order:

  • Determine domicile at death.
  • Determine whether that jurisdiction recognizes a post-mortem right.
  • Determine the duration of that right.
  • Determine whether any registration or filing was required, and made.
  • Identify the successor in interest — estate, heir, or licensing agency.
  • Obtain a license, or document the basis for concluding none is required.
  • Do not assume a long-deceased figure is in the public domain.

Phase 6 — Digital replicas and synthetic depictions

  • Is any element of the asset generated rather than captured?
  • Does the existing consent expressly permit creation of a replica?
  • Does it permit this use of the replica?
  • Does the applicable state's digital replica statute require specific, informed consent — and was it obtained in that form?
  • Was the person independently represented, if the applicable law requires it?
  • Is the replica compensated separately for creation and for use?
  • Does the consent address use after the term and after death?
  • Is the underlying data subject to deletion at termination?
  • Would the depiction constitute a fabricated statement by the person? If so, treat false endorsement and consumer protection exposure as live regardless of the contract.

Rule: a media clause drafted before this technology existed does not authorize it.

Phase 7 — Escalation

Situation Action
Release on file, current, scope confirmed Proceed
Release expired or scope uncertain Do not use; obtain a new release
Public figure + product Escalate for false endorsement review
Deceased individual Full Phase 5 workflow before any use
Synthetic or replica depiction Escalate; assume consent required
Regulated category endorsement Add 16 C.F.R. Part 255 endorsement guide review
Editorial or documentary Proceed; document purpose

Phase 8 — Documentation

  • Clearance decision recorded with date and decision maker.
  • Release reference linked to the asset in the rights inventory.
  • Expiry date calendared with ninety- and thirty-day flags.
  • Permitted media and territory recorded as asset metadata, visible to creative teams.
  • Vendor representations and indemnities on file for externally produced assets.
  • Quarterly audit scheduled: sample twenty in-use assets and trace each to a current release.

Phase 9 — The individual's side: negotiating a grant

  • Attributes listed explicitly, not covered by "identity."
  • Category defined narrowly with exclusions enumerated.
  • Media and channels specified.
  • Territory matched to actual need.
  • Term of the grant matched to the payment term, with a defined sell-off.
  • Exclusivity scope confirmed against existing and anticipated deals.
  • Digital replica rights addressed as a separate article, separately consented and compensated.
  • Machine learning use expressly prohibited or separately licensed.
  • Approval rights with defined scope, review period, and deemed approval on silence.
  • Morals clause mutual, with objective triggers.
  • Termination consequences addressed for materials in market, inventory, and digital assets.
  • Earned compensation survives termination.
  • Sublicensing defined.
  • Audit rights where royalties apply, with cost-shifting at a materiality threshold.
  • Holding structure considered (personal vs. entity).
  • Post-mortem planning: domicile, duration, any required filing.

Phase 10 — NIL compliance overlay

  • Applicable state NIL statute identified and reviewed.
  • Institutional policy reviewed, including disclosure requirements and timing.
  • Prohibited categories checked (alcohol, tobacco and nicotine, cannabis, gambling, firearms, adult content).
  • Conflicts with institutional sponsors checked.
  • No unauthorized use of school marks, uniforms, or facilities.
  • Deliverables are real and documented.
  • Term addresses transfer, professional entry, and end of eligibility.
  • Tax advice given in writing: self-employment income, estimated payments, self-employment tax.
  • Financial aid impact considered.
  • Immigration status checked — F-1 restrictions require immigration counsel.
  • Representation agreement reviewed with the same care as the endorsement deal.

Phase 11 — Enforcement evaluation

  • Is the person identifiable to the audience?
  • Is the use commercial, or editorial/expressive?
  • Which state's law applies — domicile, place of use, or both?
  • Does that law reach the attribute used (voice, style, catchphrase)?
  • Check the files for a release before asserting there is none.
  • Is a false endorsement claim available under 15 U.S.C. § 1125(a)?
  • What is the licensing value of the use?
  • Are profits recoverable, and can attribution be proven?
  • Are statutory damages or fees available under the applicable statute?
  • Is injunctive relief the real objective? Under 15 U.S.C. § 1116 for false endorsement.
  • Is there aggregation potential across many individuals?
  • Does the demand risk a declaratory judgment action in a forum you would not choose?
  • Is a platform takedown faster and sufficient?
  • Confirm you own copyright before filing any 17 U.S.C. § 512 notice — the subject usually does not.

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