Sign the SBIR award, OTA or teaming agreement without signing away your commercial IP.
Data-rights clauses and flow-down terms decide what the government and your prime receive. William reviews them before you sign and gives you a written position, at a fee and scope you approve in writing before work starts.
“William was instrumental in shaping our IP strategy as a startup.” — Kershina Lindberg, Founder & Scientist
Fit and scope only; no legal advice or opinion. Prior results do not guarantee a similar outcome. The firm works with companies, including founders signing for a newly formed entity.
Rated 5.0 on Google by founders and company owners, across 105+ matters in 2026.
“William was instrumental in shaping our IP strategy as a startup. … His deep knowledge, clear communication, and strategic approach gave us confidence at every step.”
“The firm is incredibly meticulous in their approach; the advice provided is always backed by exhaustive research that goes well beyond standard patent and trademark searches. ”
Prior results do not guarantee a similar outcome.
The data-rights clause you skim today decides what the government receives later.
Federal awards and prime contracts carry data-rights clauses and flow-down terms that reach your subcontractors and collaborators. Technology built without prior federal funding carries no government march-in exposure, which materially strengthens your position in an out-licensing negotiation. Your filing and disclosure strategy should be built around preserving that.
Call before you accept an award, sign a teaming agreement with a prime, disclose a platform to a national lab or license dual-use technology into or out of the defense supply chain.
The $50 screening tells you which review fits before your submission or acceptance deadline.
Where dual-use and defense-tech companies usually start, with the starting fee shown.
Federal instruments do not standardize cleanly, so most are scoped and quoted in writing before work starts. These three have published starting points. Official and third-party fees are separate.
SBIR / STTR Toolkit
Small businesses preparing or executing SBIR/STTR awards who need IP, data-rights, and subaward templates.
IP Audit & Roadmap (dual-use)
Companies developing dual-use technology that need a roadmap to keep commercial IP optionality while engaging on defense-relevant work.
Strategic Partner / Teaming Agreement
Define IP, scope, and exclusivity in a teaming agreement.
Three points where federal work can cost you commercial IP, and the review for each.
Each review has its scope and attorney fee in writing before work starts. The $50 screening tells you which one fits.
Protect your data rights before SBIR or STTR deliverables go out
The SBIR / STTR Toolkit gives you a data-rights marking review and agreements that match the program. Once an award arrives, the Award Terms & Flow-Down Review tells you what it obliges your company and your subcontractors to do, typically in 1–2 weeks.
See the Award Terms & Flow-Down Review
Know what your company keeps before it signs with a prime
DoD Prototype / OTA Counseling reviews the solicitation, the prototype agreement and its IP terms, and you get an issues memo with positions on data rights and IP. A teaming agreement review sets scope, IP and exclusivity before you commit to a prime.
See DoD Prototype / OTA Counseling
Keep the technology sellable in commercial markets
The IP Audit & Roadmap (dual-use) keeps your commercial IP options open while you take on defense-relevant work, including a pre-disclosure review and an export-control screen. It sequences IP, data rights and commercialization in one written roadmap.
See the IP Audit & Roadmap (dual-use)
See the federal strings on a target’s IP before your fund commits.
Early-Stage Deep Tech IP Due Diligence is built for funds and acquirers evaluating a deep-tech, energy or hard-science company. It checks what the target owns, and what the government and its research partners may already hold.
Counsel who has worked inside federal contracts and technology transactions.
William began as an IP paralegal in the Office of General Counsel at the DHS Science and Technology Directorate. After earning his J.D., he spent five years managing full-lifecycle government contracts and technology transactions for the U.S. Department of the Army and Los Alamos National Laboratory.
Federal and dual-use matters are familiar ground.
The attorney you meet is the attorney who does the work.
Scope in writing, and nothing classified.
Outside IP counsel next to your deal team.
Past government roles are listed as professional background only. They do not imply that any agency endorses the firm or its services.
Four steps, and you know the scope and fee before any legal work starts.
Start with a $50 screening for fit and scope. Any further legal work has its own written scope and fee.
Find the right service in a 30-minute call
Book 30 minutes by video to discuss your goals and identify a suitable service. The screening does not include legal advice, a legal opinion, or legal strategy.
See the exact scope and fee in writing before you commit
Review the included work, exclusions, and attorney fee in writing. Official and third-party fees are listed separately. Further work begins after conflicts clear, the engagement letter is signed, and any required payment is received.
Send the solicitation, award or draft agreement
Provide the solicitation, award terms or draft agreement, plus the technical and ownership details listed in your agreed scope. Do not send classified information. William performs the review or drafting that you selected.
Get exactly the deliverables you approved
Receive the deliverables listed in your engagement. Any additional work is scoped and priced separately.
Compare all 14 federal and defense services, with starting fees where published.
Federal instruments do not standardize cleanly, so many are custom-quoted. Each attorney fee is scoped in advance against a written deliverable and confirmed in the engagement letter. Government and third-party fees are billed separately, at cost.
DoD Prototype / OTA Counseling
Starting At · Attorney fee: Starting at $2,500Engagement type: Starting At
Attorney fee: Starting at $2,500
Starting at $2,500 for a bounded solicitation review and data-rights risk memo. Negotiation support is scoped separately, hourly.
USPTO / USCO / WIPO fees billed separately at cost.Benchmarking note: no law firm publishes a flat fee for Other Transaction work. This figure is benchmarked against the closest adjacent market — federal acquisition-support consulting — rather than against a peer-firm survey, and is confirmed in the engagement letter.
Best for
Technology companies and primes/subcontractors evaluating or negotiating DoD prototype agreements or other-transaction (OTA) instruments.What’s included
- Review of solicitation, prototype agreement, and IP terms.
- Issues memo and negotiation positions on data rights and IP.
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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Defense Licensing Strategy
Starting At · Attorney fee: Starting at $3,500Engagement type: Starting At
Attorney fee: Starting at $3,500
Starting at $3,500 for a USML / CCL classification screen and a license-pathway memo.
USPTO / USCO / WIPO fees billed separately at cost.Benchmarking note: no law firm publishes a flat fee for export-licensing strategy. This figure is benchmarked against ITAR-readiness consulting rates rather than against a peer-firm survey, and is confirmed in the engagement letter.
Best for
Companies licensing dual-use or defense-relevant technology into or out of the defense supply chain.What’s included
- Review of background IP and intended transaction.
- Strategy memo addressing IP, data rights, export, and security considerations.
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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Pilot Project Terms
Custom Quote · Attorney fee: Custom quoteEngagement type: Custom Quote
Attorney fee: Custom quote
USPTO / USCO / WIPO fees billed separately at cost.Best for
Pilot or test engagements with a government, prime, or commercial party where IP and data flow must be carefully bounded.What’s included
Scoped pilot agreement and IP/data-rights terms.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Strategic Partner / Teaming Agreement
Attorney fee: From $650.00Attorney fee: From $650.00. Official and third-party fees are separate.
Engagement type: Scoped engagement
Attorney fee: From $650.00. Review the selected option before paying. Official and third-party fees are separate.
Best for
Teaming arrangements among defense and dual-use contractors where scope, IP, and exclusivity must be clear.
What’s included
Teaming agreement draft or markup with attorney commentary.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.
Typical timing
Set in writing in the engagement letter.
Joint Development Framework
Custom Quote · Attorney fee: Custom quoteEngagement type: Custom Quote
Attorney fee: Custom quote
USPTO / USCO / WIPO fees billed separately at cost.Best for
Multi-party R&D frameworks (consortia, hubs) where background/foreground IP, contributions, and exits must be allocated.What’s included
Framework agreement and IP-allocation appendix.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Collaboration Term Sheet
Custom Quote · Attorney fee: Custom quoteEngagement type: Custom Quote
Attorney fee: Custom quote
USPTO / USCO / WIPO fees billed separately at cost.Best for
Early-stage non-binding term sheets between collaborators before a definitive agreement is drafted.What’s included
Draft term sheet capturing key IP, scope, and contribution terms.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
SBIR / STTR Toolkit
Starting At · Attorney fee: Starting at $750Engagement type: Starting At
Attorney fee: Starting at $750
Starting at $750 for the productized toolkit — data-rights marking review, allocation-of-rights template, and Bayh-Dole checklist.
USPTO / USCO / WIPO fees billed separately at cost.Benchmarking note: no law firm publishes a flat fee for this work. The toolkit is deliberately priced below, and scoped narrower than, the grant-consulting market, and is confirmed in the engagement letter.
Best for
Small businesses preparing or executing SBIR/STTR awards who need IP, data-rights, and subaward templates.What’s included
- Review of solicitation and award terms.
- Templates for IP assignment, subaward, and consultant agreements aligned with SBIR/STTR.
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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
OTA Compliance Review
Custom Quote · Attorney fee: Custom quoteEngagement type: Custom Quote
Attorney fee: Custom quote
USPTO / USCO / WIPO fees billed separately at cost.Best for
OTA awardees who need a focused compliance review of their internal practices and subaward terms.What’s included
Compliance review and short remediation memo.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Federal Funding Checklist
Free · Attorney fee: FreeEngagement type: Free
Attorney fee: Free
No charge. Published as a free resource. The follow-on award-terms and flow-down review is a flat $1,200 – $2,000 — see the next item.
USPTO / USCO / WIPO fees billed separately at cost.Best for
Companies receiving (or evaluating) federal funding who need a clear checklist of IP, data, and compliance obligations.What’s included
Written checklist tailored to the client’s program(s).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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Request the checklist. No charge, and no obligation.
Award Terms & Flow-Down Review
Attorney fee: $1,200.00Attorney fee: $1,200.00. Official and third-party fees are separate.
Engagement type: Tiered Fee
Attorney fee: $1,200.00. Review the selected option before paying. Official and third-party fees are separate.
Best for
Awardees who have the money and now need to know what the award terms actually oblige them and their subcontractors to do.
What’s included
- Review of the award terms and incorporated clauses.
- Written summary of the flow-down obligations that reach your subcontractors and collaborators.
- Data-rights and IP-ownership implications of the award, called out plainly.
- One follow-up call.
What’s NOT included
- Government, third-party, foreign-associate, translation, courier, and vendor fees.
- Proposal writing or grant-application drafting.
- Litigation, contested proceedings, or appeal work.
- Work on additional awards or agreements not listed in the engagement letter.
Client responsibilities
- Provide the full award document, attachments, and any incorporated clauses.
- Identify subcontractors and collaborators the flow-downs will reach.
- Review and approve the memo before you act on it.
Assumptions
- One award or agreement; standard length and complexity.
- One primary business entity.
- One round of substantive client revisions included.
- No material adverse facts discovered after engagement.
Scope-change triggers
- Additional awards, agreements, or amendments.
- Negotiation with the awarding agency or prime.
- Expedited turnaround to meet an acceptance deadline.
- Classified or export-controlled material in scope.
Deliverables
Written flow-down and award-terms memo.
Typical timing
Typically 1–2 weeks.
IP Audit & Roadmap (dual-use)
Starting At · Attorney fee: Starting at $2,500Engagement type: Starting At
Attorney fee: Starting at $2,500
Tier 1: $2,500 early-stage (up to 5 assets) · Tier 2: $5,000 – $7,500 multi-asset, government and commercial dual-track · Tier 3: $12,500 comprehensive
USPTO / USCO / WIPO fees billed separately at cost.Benchmarking note: benchmarked against published IP-audit pricing rather than against a peer-firm survey of this service under this name. Confirmed in the engagement letter.
Best for
Companies developing dual-use technology that need a roadmap to keep commercial IP optionality while engaging on defense-relevant work.What’s included
- Tier 1 — early-stage audit and roadmap, up to five assets.
- Tier 2 — multi-asset audit across a government and commercial dual-track portfolio.
- Tier 3 — comprehensive audit and roadmap.
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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Commercialization Readiness Review
Custom Quote · Attorney fee: Custom quoteEngagement type: Custom Quote
Attorney fee: Custom quote
USPTO / USCO / WIPO fees billed separately at cost.Best for
Technologies emerging from federally-funded R&D, especially under SBIR/STTR, that need a focused readiness review before commercial engagement.What’s included
Readiness review covering IP cleanliness, data rights, and key contractual gaps.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Defense-to-Commercial Transition Playbook
Custom Quote · Attorney fee: Custom quoteEngagement type: Custom Quote
Attorney fee: Custom quote
USPTO / USCO / WIPO fees billed separately at cost.Best for
Companies transitioning defense-developed technology into commercial markets, where IP, data rights, and government use must be carefully managed.What’s included
Playbook memo with IP cleanup, data-rights inventory, and key contract terms.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
Set in writing in the engagement letter.Book a Screening Call to set the fee in writing before any work starts.
Defense / Dual-Use Compliance Counseling
Custom Quote · Attorney fee: Custom quoteEngagement type: Custom Quote
Attorney fee: Custom quote
USPTO / USCO / WIPO fees billed separately at cost.Best for
Companies that need ad-hoc, written counseling on a specific defense, dual-use, or export-control question.What’s included
Scoped memo on the specific question raised.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.
- Representation before any agency or court unless expressly stated 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.
- Confirm in writing that no classified information will be shared outside cleared channels.
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.
- Custom-scoped; engagement letter sets deliverables and milestones.
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.
- Movement from advisory to representation before an agency or court.
Deliverables
Per engagement letter.Typical timing
- Set in writing in the engagement letter.
- This is not a regulatory submission or an opinion of any government agency. The firm does not represent any client before any agency or court unless the engagement letter expressly states so. Clients with classified information must engage through appropriate cleared channels.
- Engagements that move IP toward revenue, investment, or transaction — diligence, licensing, regulatory pathway counseling, and launch-readiness work. Many entries in this category use tiered or “starting at” pricing because scope is fact-specific.
Book a Screening Call to set the fee in writing before any work starts.
Final fee confirmed in the engagement letter. Figures on this page are illustrative. Flat fees may be split into milestones where the engagement letter allows.
How fees and payment workBuilt for technology companies working with federal programs and primes, and the investors behind them.
A good fit
Not the right fit
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Before your company signs a federal award or teaming agreement, get the terms scoped.
In a 30-minute video screening, William checks fit and identifies the service that matches your goal. Any legal work after that has its own written scope and fee.
Acceptance windows and teaming deadlines are short. The screening is the quickest way to find out which review fits.
“The firm is incredibly meticulous in their approach.” — Jorge Normandia, CEO, Beryllium Corp
Fit and scope only; no legal advice or opinion. Prior results do not guarantee a similar outcome. The firm works with companies, including founders signing for a newly formed entity.