Patentability & Freedom-to-Operate Gut-Check
Anyone unsure whether their idea is protectable or already spoken for. The lowest-commitment way to find out where you stand.
Investor-Ready IP Snapshot
Founders raising money or entering a partnership or acquisition conversation who need to show their IP house is in order.
$2,000.00
Engagement type: Flat Fee
Attorney fee: Flat fee, typically $2,000–$3,000 for up to 3 assets (larger portfolios quoted after a short intake)
$2,000 – $3,000 flat for up to three assets. Larger portfolios quoted after a short intake.
USPTO / USCO / WIPO fees billed separately at cost.
Best for
Founders raising money or entering a partnership or acquisition conversation who need to show their IP house is in order.
What's included
- Inventory of up to three IP assets: patents, applications, marks, copyrights, or trade secrets.
- Chain-of-title check on each asset, including assignments from founders and contractors.
- Gap and risk summary written for an investor’s counsel to read.
- A one-page snapshot suitable for a data room.
- One follow-up call.
What's NOT included
- Government, third-party, foreign-associate, translation, courier, and vendor fees.
- Curing a defect the audit surfaces, such as a missing assignment or a lapsed filing.
- Valuation of the portfolio.
- Responding to diligence questions on your behalf.
- Litigation or enforcement.
Client responsibilities
- Provide filing receipts, registration certificates, and every assignment on file.
- Identify contributors whose work is embedded in the assets.
- Review the snapshot before it goes into a data room.
Assumptions
- Up to three assets, United States scope.
- One business entity.
- One round of substantive client revisions included.
- No material adverse facts discovered after engagement.
Scope-change triggers
- More than three assets, or foreign counterparts.
- Remediation work on a gap the audit finds.
- A live diligence deadline requiring expedited turnaround.
- Disputed or co-owned assets.
Deliverables
One-page IP snapshot plus a written gap and risk summary.
Typical timing
Typically 2–3 weeks.
Watch out for
The biggest risk is an investor’s counsel finding an IP gap during diligence that you did not know existed, and using it to renegotiate your terms.
What usually comes next
Clients who start here often move into a full commercialization strategy, ongoing fractional general counsel, or targeted enforcement work if the audit surfaces a conflict.
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