Board / Investor Readiness
A focused pre-board / pre-investor engagement to package IP and legal posture in clear, decision-ready terms.
Quarterly Risk Snapshot
Clients who want a recurring quarterly written snapshot of their top IP and legal risks.
$1,200.00
$1,200.00 per quarter
Engagement type: Subscription
Attorney fee: $1,200 / quarter
USPTO / USCO / WIPO fees billed separately at cost.
Best for
Clients who want a recurring quarterly written snapshot of their top IP and legal risks.
What’s included
- Working session each quarter.
- Short written risk snapshot tailored to the client’s business.
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.
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.
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.
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
Quarterly snapshot memo.
Typical timing
Each quarter.
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