What to bring to your first IP conversation
This is the note we send to every researcher, inventor and business owner before they meet us. It takes about fifteen minutes to work through, and it usually saves the best part of an hour on the call.
Most first calls go one of two ways. In the good version, the person has thought about five things beforehand, and by the end of thirty minutes we can tell them whether it is worth filing, what kind of protection fits, and roughly what it would cost. In the other version we spend the whole call reconstructing what actually happened, and we have to book a second one. The difference is not how technical you are. It is whether you have the five things below in front of you.
You do not need to send us anything before the call. Just have it to hand.
The five things worth having ready
Things you do not need. A prior-art search, drafted claims, a written specification, or a decision about which country to file in. That is what the conversation is for. And please do not email us the full technical write-up before we have spoken; we will tell you on the call how we take confidential material, and the first conversation stays confidential either way.
One or two extra things, depending on who you are
Professors and research scholars
Bring the date of any paper under review or accepted, and the name of the journal. If a thesis is involved, the submission date and whether the repository is open. If the work was funded, the agency and the project number, because some grants carry their own IP conditions.
IP coordinators and institution heads
Rough numbers help: how many disclosures came in last year, how many were filed, and who signs the forms today. If you have an IP policy, even a draft, keep it nearby. If you do not, that is a normal place to start and nothing to apologise for.
Manufacturers and MSMEs
A photo of the current product next to the improved one, or of the fixture or process step you changed. Whether the product is already being sold, and since when. Whether a customer or vendor asked you to make the change, because that can affect who owns it.
Startups and brand owners
Your brand name and any logo, and the two or three names you nearly chose instead. What you sell, in one line. Whether the name is already on a website, a marketplace listing or a company registration, and whether anyone has objected yet.
What happens on the call
It runs about thirty minutes, and it is free. For patent questions you will speak with someone from Pooja Menon's patent team; for trademarks, designs and institutional work, with Dhruv or one of the senior consultants. We ask questions, we do not pitch. At the end you will hear one of three things: this looks worth filing and here is what it would involve; wait, and here is what to do first; or, sometimes, do not file this, and here is why. We say the third one more often than people expect. It is cheaper for you and it is why people come back.
If a filing does make sense, you get the government fee and our fee separately, in writing, before anything is signed. There is no obligation after the call.