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- Patent Attorney Checklist
- Print several copies of this file for use with phone calls
- to attorneys. You will need one for each attorney you
- talk to.
- YesfP
- Print File
- Patent Attorney Checklist
- Print several copies of this file for use with phone calls
- to attorneys. You will need one for each attorney you
- talk to.
- YesfP
- E3Use the margin at the right for additional notes >>
- Close File
- ATTORNEY NAME : _____________________________________________
- ADDRESS : ____________________________________________________
- CITY, STATE, ZIP: ______________________________________________
- TELEPHONE:__________
- Print File
- Print File
- YesfP
- - _______________________________________
- FAX: ____________________________ DEDICATED LINE? ____________
- OFFICE HOURS: ________________________________________________
- DATE OF 1st INTERVIEW:________________ C
- HIRE: YES _____ NO_____
- 1. Approach it like finding a doctor: Do you get a general feeling of
- trust from him/her?
- Yes _____ No _____ Other: ___________________________________
- Comments: _________________
- s fee schedule:
- How flexible is he in working with you on the payment side of the
- picture? How much money up will he want up front? ____________ Page 3
- Basic Fee Schedule:
- $______________ Down $_____W
- _________ Per visit
- Terms _____________________________________________________
- Comments: _________________________________________________
- __________________________________________________________
- 14. Estima
- _______
- FAX: ____________________________ DEDICATED LINE? ____________
- OFFICE HOURS: ________________________________________________
- DATE OF 1st INTERVIEW:________________ C
- HIRE: YES _____ NO_____
- 1. Approach it like finding a doctor: Do you get a general feeling of
- trust from him/her?
- Yes _____ No _____ Other: ___________________________________
- Comments: _________________
- __________________________________________________________________________________________________________________________________________________________________________________________________________________y
- __________________________________________________________________________________________________________________________________________________________________________________________________________________z-_____________________________________ Page 7
- __________________________________________________________________________________________________________________________________________________________________________________________________________________w
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- __________________________________________________________________________________________________________________________________________________________________________________________________________________u
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- __________________________________________________________________________________________________________________________________________________________________________________________________________________s
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- __________________________________________________________________________________________________________________________________________________________________________________________________________________q
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________ Page 6
- _________________________________________________________________________________________________________________________________________________________________________________o
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- __________________________________________________________________________________________________________________________________________________________________________________________________________
- _______m
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- __________________________________________________________________________________________________________________________________________________________________________________________________________________k
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- _________________________________________________________________________
- ________________________________________________________________________________________________________________________________________i
- __________________________________________________________________________________________________________________________________________________________________________________________________________________
- y in his office that can help you
- if he is sick, disabled, out of town or dies?
- Done ____ Approved _____ Number of other contacts obtained: __
- Comments: _________________________________________________g
- ___________________________________________________________
- ___________________________________________________________
- ___________________________________________________________
- Misc. Notes:
- _______________
- with and what is their track record?
- Name: _____________________________________________________
- Contact info: _______________________________________________
- Done ________ Approved ___________ e
- Page 5
- Comments: _________________________________________________
- ___________________________________________________________
- 19. Does he have another attorne
- ________
- __________________________________________________________
- 18. His Washington, D.C. associate firm:
- a. Does he have one or does he do all the contact work with the
- patent office by hic
- mself?
- Comments: _________________________________________________
- __________________________________________________________
- b. If fhe does use a firm in D.C., how large a firm is he associated
-
- g has he worked with them? _____________________
- e. Have they ever screwed up a search? _____________________
- Yes _____ No _____ Other: ___________________________________
- Comments: ___________________a
- ______________________________
- __________________________________________________________
- f. How fast and accurate are they? _________________________
- Comments: _________________________________________
- Comments: _________________________________________________
- __________________________________________________________
- 17. His search firm:
- Contact Number: _____________________________________________
- _
- a. Their fees:
- ____________________________________________
- b. What are they?_________________________________________
- c. How will they be paid? __________________________________
- d. How lon
- ication or the preparation of the
- documentation that will cause any delays or extra costs?
- Opinion ____________________________________________________
- Comments: ______________________________________]
- ___________
- __________________________________________________________
- 16. Who are his working partners?___________________________
- Done ______ Approved _________ Number of other partners _____ Page 4
- _____________________
- __________________________________________________________
- b. Any backlog of work that will effect your appliation:
- Terms _____________________________________________________
- Comme[
- nts: _________________________________________________
- __________________________________________________________
- c. Based upon your disclosure to him, does he see any
- complications in the appl
- ted costs for your patent application:
- Terms _____________________________________________________
- Comments: _________________________________________________
- __________________________________________________Y
- ________
- 15. Typical time frames and additional costs:
- a. Typical time frame for basic patent application
- Time frame ________________________________________________
- Comments: ____________________________
- Track
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- ATTORNEY NAME : _____________________________________________
- ADDRESS : ____________________________________________________
- CITY, STATE, ZIP: ______________________________________________
- TELEPHONE:__________
- Preparation
- Problem
- Procedures
- Prospective
- Questions
- Record
- References
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- Comments: _________________________________________________
- __________________________________________________________
- 9. Ask for references
- a. Personal references:
- Done ____ Approved ____ Number of oO
- ther contacts obtained: ___ Page 2
- Comments: _________________________________________________
- __________________________________________________________
- b. Inventor references:
- Done ___
- Yes _____ No _____ Other: ___________________________________
- Comments: _________________________________________________
- __________________________________________________________
- 4. Check out his otheG
- r patent work:
- Ask to see information about other patents.
- Done _____ Approved _____ Page 1
- Info given without problem? Yes ______ No ____
- __________________
- Comments: _________________________________________________
- ___________________________________________________________
- 8. Ask the inventors how they were referred to the attorney.
- (Make M
- sure the investors you
- re talking to aren
- t all close
- friends and relatives of the attorney; how were they referred
- to his office and by whom?)
- Yes _____ No _____ Other: _______________________________
- Comments: _________________________________________________
- __________________________________________________________
- 5. Check out other inventors who have used him. Talk with them
- about their wI
- orking relatiionship with the attorney. Is he easy
- to work with?
- Yes _____ No _____ Other: ___________________________________
- Comments: _________________________________________________
- ________________
- __________________________________________
- 6. Does he waste a lot of money on time consuming errors in his
- procedures and work:
- Yes _____ No _____ Other: ___________________________________
- Comments: ________K
- _________________________________________
- ___________________________________________________________
- 7. Can you get him on the phone when you need to talk to him?
- Yes _____ No _____ Other: _________________
- _ Approved ____ Number of other contacts obtained: ___
- Comments: _________________________________________________
- __________________________________________________________
- c. Business references:
- Done _Q
- ___ Approved ____ Number of other contacts obtained: ___
- Comments: _________________________________________________
- __________________________________________________________
- 10. Check with the State & Local
- ________________________________
- ___________________________________________________________
- 2. Where is he located? ______________________________________
- Can you get to see him without a major hassle?
- Yes __E
- ___ No _____ Other: __________________________________
- Comments: _________________________________________________
- ___________________________________________________________
- 3. Is his office staff cooperati
- +____________________________________ Page 7
- __________
- 12. Questions to ask a prospective patent attorney:
- a. His background
- I. The number of years he has been in practice: _______________
- II. Number of patents he has worked on: _________________U
- _____
- Types of patents: _________________________________________
- III. Number of successful patents versus number applied for: ___
- IV. Does he specialize in any certain field? ____________________
- 13. Hi
- Chambers of Commerce:
- Done ____ Approved ____ Number of other contacts obtained: ___
- Comments: _________________________________________________
- __________________________________________________________
- 11. CS
- heck with the Better Business Bureau:
- Done ____ Approved ____ Number of other contacts obtained: ___
- Comments: _________________________________________________
- ________________________________________________
-