Board / Investor Readiness
A focused pre-board / pre-investor engagement to package IP and legal posture in clear, decision-ready terms.
IP Portfolio Audit
Companies that want a low-touch annual audit of their IP portfolio with attorney commentary on each asset.
$150.00
$150.00 per year
Engagement type: Subscription
Attorney fee: $150 / asset / year
$150 per asset per year (e.g., per patent or trademark, subject to minimums per engagement letter)
USPTO / USCO / WIPO fees billed separately at cost.
Best for
Companies that want a low-touch annual audit of their IP portfolio with attorney commentary on each asset.
What’s included
Annual attorney review and short written commentary per asset.
What’s NOT included
- Government, third-party, foreign-associate, translation, courier, and vendor fees.
- Continued prosecution, additional office actions, or post-allowance work beyond what is expressly itemized.
- Litigation, contested proceedings (IPR/PGR/PTAB, oppositions, cancellations), or appeal work.
- Work on additional applications, jurisdictions, classes, or marks not listed in the engagement letter.
- Maintenance filings (separate per-asset flat fees).
- Substantive prosecution or enforcement work.
Client responsibilities
- Provide complete, accurate, and timely technical / business disclosures.
- Review and approve drafts and filings before submission.
- Pay government and third-party fees in advance of any filing deadline.
- Provide a current IP register.
Assumptions
- Standard complexity for the service category.
- One primary applicant or business entity; one primary jurisdiction unless otherwise stated.
- One round of substantive client revisions included.
- No material adverse facts (e.g., prior public disclosure, intervening prior art) discovered after engagement.
- Minimum number of assets per engagement letter.
Scope-change triggers
- Material change in scope, claims, embodiments, classes, marks, or jurisdictions.
- Adversarial action by a third party (opposition, cancellation, declaratory action).
- Expedited / emergency turnaround required to meet a statutory or self-imposed deadline.
- After-discovered prior art, prior use, or undisclosed prior filings.
Deliverables
Annual portfolio audit and per-asset commentary.
Typical timing
- Annual.
- Pre-litigation evaluation, enforcement letters, technical claim analysis, IPR/PTAB support, and litigation handoff services. Many entries are tiered or “starting-at” because dispute matters scale rapidly with the conduct of the other side.
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