IP Commercialization, Investment & Policy Advisory

Every engagement in this service

Market-benchmarked flat-fee legal pricing. Attorney fees are scoped in advance against a written deliverable and set with reference to public competitor ranges and official USPTO, Copyright Office, and WIPO fees. Government and third-party fees are billed separately, at cost.

• IP Licensing — Draft or Review

  Tiered Fee · Attorney fee: $1,200 or $2,500–$4,500

  Engagement type: Tiered Fee

  Attorney fee: $1,200 or $2,500–$4,500
  Light review or simple draft: $1,200 · Negotiated draft/review: $2,500 – $4,500
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A defined licensing transaction (in-license or out-license) where the parties want a clear, balanced agreement.

  What’s included

  • Review of the proposed deal and existing IP.
  • Draft or markup of the license agreement (scope, field, territory, financials, IP ownership, indemnities).
  • Up to one round of substantive revisions and a working call.

  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.
  • Extended back-and-forth negotiation beyond one revision round.
  • Tax, securities, or antitrust counseling.

  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 the term sheet (if any), background IP list, and key business priorities.

  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.
  • Two-party transaction; English language; one set of background IP; U.S. or single-jurisdiction governing law.

  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.
  • Multi-party, multi-jurisdiction, or sublicense-heavy deals.

  Deliverables
  Negotiated draft or marked-up license agreement.

  Typical timing
  Typically 2–4 weeks depending on tier.

  Pay for this service or book a call first.

• Technology Transfer Agreement

  Tiered Fee · Attorney fee: $3,500–$6,500

  Engagement type: Tiered Fee

  Attorney fee: $3,500–$6,500
  $3,500 – $6,500 (final fee set by complexity)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Transferring technology, materials, or IP between institutions or between an institution and a commercial party (e.g., university spinout, sponsored research output).

  What’s included

  • Draft of, or markup to, the tech transfer agreement (scope, IP ownership, milestones, payments).
  • Working call(s) and one round of substantive revisions.

  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.
  • Bayh-Dole compliance opinions for federal grants (advisory note only; see Government/Defense section).
  • Sponsored research agreements (separate engagement).

  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
  Drafted or marked-up tech transfer agreement.

  Typical timing
  Typically 3–5 weeks.

  Pay for this service or book a call first.

• Joint Development Agreement

  Tiered Fee · Attorney fee: $3,000–$5,500

  Engagement type: Tiered Fee

  Attorney fee: $3,000–$5,500
  $3,000 – $5,500 (final fee set by complexity)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Two-party R&D or product collaborations where the IP, deliverables, and commercialization rights need to be carefully allocated.

  What’s included

  • Draft or markup of the JDA, including IP allocation (background/foreground/sideground), confidentiality, deliverables, and exits.
  • One round of substantive revisions and a working call.

  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.
  • Multi-party consortia (separate quote).

  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
  Drafted or marked-up JDA.

  Typical timing
  Typically 3–5 weeks.

  Pay for this service or book a call first.

• Investor-Ready IP Diligence

  Tiered Fee · Attorney fee: $3,500 / $7,500

  Engagement type: Tiered Fee

  Attorney fee: $3,500 / $7,500
  Tier 1: $3,500 · Tier 2: $7,500
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Founders preparing for a financing round who need a clean, organized IP diligence package and a candid attorney memo.

  What’s included

  • Review of IP assets, ownership chain, prior assignments, and key agreements.
  • Identification of gaps (e.g., missing assignments, unrecorded transfers, overly broad inventor IP-ownership terms).
  • Written memo summarizing strengths, gaps, and recommended fixes.

  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.
  • Fixing assignments or filings (additional flat-fee work, quoted separately).

  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 list of IP assets, founders, employees, contractors, and prior funding.

  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.
  • Single operating company; U.S.-centric IP.

  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.
  • Adding subsidiaries, foreign IP, or multi-jurisdictional ownership chains.

  Deliverables
  Diligence memo and recommended-fixes list.

  Typical timing
  Tier 1: 2–3 weeks · Tier 2: 4–6 weeks.

  Pay for this service or book a call first.

• Trade Secret Program

  Tiered Fee · Attorney fee: $2,500 / $5,000

  Engagement type: Tiered Fee

  Attorney fee: $2,500 / $5,000
  Tier 1: $2,500 · Tier 2: $5,000
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Companies that rely on trade secrets (algorithms, processes, customer data, formulations) and want a defensible, documented program.

  What’s included

  • Inventory of candidate trade secrets.
  • Policy templates (access control, marking, contractor / departing-employee).
  • Training outline and management 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.
  • Technology-side implementation (DLP, access control tooling).
  • Trade secret litigation.

  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.
  • Identify candidate trade-secret asset owners and HR / IT contacts.

  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.
  • Single operating company; English-language documentation.

  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
  Inventory, policies, and management memo.

  Typical timing
  Tier 1: 3–4 weeks · Tier 2: 5–7 weeks.

  Pay for this service or book a call first.

• IP Diligence for M&A

  Tiered Fee · Attorney fee: $4,500–$12,000

  Engagement type: Tiered Fee

  Attorney fee: $4,500–$12,000
  $4,500 – $12,000 (final fee set by deal scope)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Acquirers or targets needing a focused IP diligence review tied to a specific transaction.

  What’s included

  • Review of target/seller’s IP portfolio, ownership chain, key agreements, and litigation history.
  • Written diligence memo with prioritized findings and recommended representations.

  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.
  • General-corporate diligence, securities work, and tax structuring.
  • Litigation or post-closing remediation.

  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 data-room access and a list of key contracts.

  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
  Diligence memo and risk summary.

  Typical timing
  Typically 3–6 weeks depending on deal scope.

  Pay for this service or book a call first.

• IP Ownership / Chain-of-Title Review

  Flat Fee · Attorney fee: $8,500

  Engagement type: Flat Fee

  Attorney fee: $8,500
  $8,500 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A focused diligence engagement to confirm the client’s IP ownership chain and identify gaps before financing or transaction.

  What’s included

  • Review of founders, employees, contractors, and assignments.
  • Identification of missing assignments, unrecorded transfers, and risky terms.
  • Written diligence memo with prioritized remediation list.

  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.
  • Implementation of fixes (separate engagement).

  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 cap table, employment/contractor agreements, and IP filings list.

  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.
  • Single operating company; U.S.-centric IP.

  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.
  • Adding subsidiaries, multi-jurisdictional IP, or contested ownership.

  Deliverables
  Diligence memo and fix list.

  Typical timing
  Typically 4–6 weeks.

  Pay for this service or book a call first.

• IP Portfolio Strategy

  Flat Fee · Attorney fee: $2,400

  Engagement type: Flat Fee

  Attorney fee: $2,400
  $2,400 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A short, structured strategy review of an existing IP portfolio with recommended next steps.

  What’s included

  • Inventory and review of registered and pending IP.
  • Working session(s) with the client team.
  • Short written strategy memo with prioritized recommendations.

  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.
  • Drafting, filing, or prosecution work (separate engagements).

  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
  Written portfolio strategy memo.

  Typical timing
  Typically 2–3 weeks.

  Pay for this service or book a call first.

• Patent / Tech Licensing Strategy

  Flat Fee · Attorney fee: $3,500

  Engagement type: Flat Fee

  Attorney fee: $3,500
  $3,500 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A focused strategy memo to position a patent or technology asset for in- or out-licensing.

  What’s included

  • Review of the asset and competitive context.
  • Strategy memo with target list framing, recommended deal-shape, and IP-cleanup actions.

  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.
  • Outreach to potential licensees, deal negotiation, and definitive agreement drafting (separate engagements).

  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
  Licensing strategy memo.

  Typical timing
  Typically 3–4 weeks.

  Pay for this service or book a call first.

• Investor / Acquirer Readiness Pack

  Flat Fee · Attorney fee: $7,500

  Engagement type: Flat Fee

  Attorney fee: $7,500
  $7,500 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Companies preparing for financing or acquisition who need a packaged IP-and-legal readiness deliverable.

  What’s included

  • IP and key-contract inventory review.
  • Gap-fix list and recommended remediation sequence.
  • Short investor-/acquirer-facing summary 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.
  • Implementation of fixes (separate engagement).
  • Transaction lawyering or securities 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.

  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
  Readiness pack and summary memo.

  Typical timing
  Typically 4–6 weeks.

  Pay for this service or book a call first.

• Go-to-Market IP Roadmap

  Flat Fee · Attorney fee: $3,200

  Engagement type: Flat Fee

  Attorney fee: $3,200
  $3,200 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Founders launching a product who want a structured IP roadmap aligned to their GTM plan.

  What’s included

  • Working sessions with the founder team.
  • Roadmap memo with prioritized IP actions over the launch window.

  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.
  • Drafting and filing work (separate engagements).

  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
  IP roadmap memo.

  Typical timing
  Typically 3–4 weeks.

  Pay for this service or book a call first.

• 30 / 60 / 90 Launch Plan (Legal)

  Flat Fee · Attorney fee: $1,900

  Engagement type: Flat Fee

  Attorney fee: $1,900
  $1,900 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A compact 30/60/90-day legal launch plan focused on prioritized actions, owners, and deadlines.

  What’s included

  • Working session and planning workshop.
  • Written 30/60/90 plan tailored to the client’s launch.

  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.
  • Drafting or filings (separate engagements).

  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
  30/60/90 launch plan.

  Typical timing
  Typically 1–2 weeks.

  Pay for this service or book a call first.

• Legislative / Regulatory Response

  Flat Fee · Attorney fee: $9,500

  Engagement type: Flat Fee

  Attorney fee: $9,500
  $9,500 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A focused written response to a specific legislative or regulatory development affecting the client’s business.

  What’s included

  • Issue scoping and review of the relevant authorities.
  • Written response or position paper with cited authorities.

  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.
  • Lobbying or formal agency advocacy (separate engagement).
  • Litigation.

  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
  Written response or position paper.

  Typical timing
  Typically 4–6 weeks.

  Pay for this service or book a call first.

• Digital Asset Regulatory Review

  Flat Fee · Attorney fee: $12,000

  Engagement type: Flat Fee

  Attorney fee: $12,000
  $12,000 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A focused regulatory review of a digital-asset product or program (e.g., token, payment, or rewards offering) with an IP / commercial lens.

  What’s included

  • Product scoping and review of public authorities relevant to the program.
  • Written attorney memo addressing the specific questions 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.
  • Securities-law opinions and FinCEN/state money-transmitter licensing work (separate engagements).

  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
  Written regulatory memo.

  Typical timing
  Typically 5–7 weeks.

  Pay for this service or book a call first.

• Privacy / Risk Assessment

  Flat Fee · Attorney fee: $9,500

  Engagement type: Flat Fee

  Attorney fee: $9,500
  $9,500 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A focused privacy and information-risk assessment for a single product or business line.

  What’s included

  • Data-flow and processing-activity review (based on client-supplied input).
  • Written assessment with prioritized risk areas and recommended mitigations.

  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.
  • Technical audits or DPIAs requiring third-party scanning.
  • Regulator engagement or breach notification work (separate engagement).

  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
  Written assessment.

  Typical timing
  Typically 4–6 weeks.

  Pay for this service or book a call first.

• Data / Regulatory Health Check

  Flat Fee · Attorney fee: $3,500

  Engagement type: Flat Fee

  Attorney fee: $3,500
  $3,500 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A compact health-check of the client’s existing data and regulatory posture, used as a planning tool.

  What’s included

  • Working session and review of supplied policies and notices.
  • Short written memo identifying priority 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.
  • Full privacy program build (separate engagement).

  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
  Health-check memo.

  Typical timing
  Typically 2–3 weeks.

  Pay for this service or book a call first.

• Consent / Notice Flow Review

  Flat Fee · Attorney fee: $3,200

  Engagement type: Flat Fee

  Attorney fee: $3,200
  $3,200 (flat)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  A focused review of consent and notice flows in the client’s product (e.g., onboarding, marketing opt-in, AI disclosure, cookie banner).

  What’s included

  • Review of consent / notice flows and supporting policy language.
  • Written memo with prioritized adjustments and recommended language.

  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.
  • Implementation by the product team.
  • Multi-jurisdiction regulator opinions (separate engagement).

  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
  Flow-review memo and suggested language.

  Typical timing
  Typically 2–3 weeks.

  Pay for this service or book a call first.

• IP / FDA Pathway Strategy

  Tiered Fee · Attorney fee: $4,500–$8,000

  Engagement type: Tiered Fee

  Attorney fee: $4,500–$8,000
  $4,500 – $8,000 (final fee set by complexity)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Life-science companies that need an IP-aware strategy memo on the interaction between their patent runway and an FDA pathway (e.g., 510(k), De Novo, PMA, BLA, 505(b)(2)).

  What’s included

  • Working session and review of the product and pathway.
  • Strategy memo addressing how IP runway, exclusivities, and pathway choice fit together.

  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.
  • FDA filings or formal regulatory submissions (separate engagement).

  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
  IP / FDA strategy memo.

  Typical timing
  Typically 4–6 weeks.

  Pay for this service or book a call first.

• Companion Diagnostic IP Strategy

  Tiered Fee · Attorney fee: $5,000–$9,000

  Engagement type: Tiered Fee

  Attorney fee: $5,000–$9,000
  $5,000 – $9,000 (final fee set by complexity)
  USPTO / USCO / WIPO fees billed separately at cost.

  Best for
  Companies developing a companion or complementary diagnostic alongside a therapeutic, where IP, FTO, and regulatory considerations interlock.

  What’s included

  • Working sessions and review of supplied technical / clinical material.
  • Strategy memo addressing patent runway, FTO posture, and key contract levers.

  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.
  • FDA filings and reimbursement strategy.

  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
  Companion-diagnostic IP strategy memo.

  Typical timing
  Typically 5–7 weeks.

  Pay for this service or book a call first.

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.

When to bring us in

Strategy questions we get asked

• How is this different from just filing more patents?

  Filing is a cost. Strategy is the decision about which costs are worth incurring. A portfolio that looks impressive on a slide but covers a product nobody sells, in markets you will never enter, is a liability with an annual maintenance bill. This work answers the prior questions: what is genuinely defensible, what a competitor would have to design around, which jurisdictions justify the spend, and what an acquirer would pay for.

• We have not filed anything yet. Is it too early for strategy?

  It is the ideal time, because the cheapest decisions are the earliest ones. Before filing, you can still choose what to claim, what to keep as a trade secret, whether to publish defensively, and how to sequence filings against your funding timeline. Once a provisional is on file, the disclosure is fixed and your options narrow considerably.

• What do investors actually look at during IP diligence?

  Less than founders expect on volume, and far more on ownership. They want to see that every founder, employee and contractor who touched the technology assigned their rights in writing, that the chain of title has no gaps, that nothing was disclosed before filing, and that no university, prior employer or federal award has a claim on it. A single missing contractor assignment does more damage in diligence than a thin patent count.

• Can you help us licence our technology out rather than build it?

  Yes, and it is often the better route for a small team with strong technology and no manufacturing capacity. The work involves identifying realistic licensees, assessing what the technology is worth to each of them, deciding on exclusivity and field of use limits, and preparing the package before you approach anyone. The negotiation and drafting then run through the contracts service.