Intellectual Property
Preparing an Intellectual Property Portfolio for Legal Review
A practical inventory framework for trademarks, copyrights, domains, licenses, inventions and ownership evidence before engaging IP counsel.
General information only. This guide does not provide legal advice and does not replace advice from appropriately licensed counsel for the applicable jurisdiction and matter.
Inventory the assets
List brands, trademarks, domains, copyrighted materials, software, designs, inventions, know-how and other material IP used by the business.
Trace ownership
Identify creators, employees, contractors, founders, acquisitions and assignment documents so counsel can determine where ownership or documentation needs review.
Map geography and use
Record where the brand or asset is used, sold, licensed, registered or planned for expansion. IP rights and filing strategies are territorial.
Connect IP to commercial value
Prioritize the assets tied to revenue, market access, differentiation, licensing, strategic partnerships or transaction value.
Need counsel for a real matter?
Start with the objective, practice area, industry and jurisdiction. LEXGATEWAY can structure the matter and determine whether an appropriate independent-counsel pathway is available.