Consultation Guide

The more complete your materials, the faster we can assess the nature and feasible direction of your case. Use the checklists below before getting in touch.

Patent Matter Checklist

  • Technology or product name
  • The technical problem and how it is solved
  • Main structure, steps, or workflow
  • Differences over existing technology or products
  • Alternative embodiments
  • Product photos, engineering drawings, flowcharts, or system diagrams
  • Test data or effect descriptions
  • Whether it has been disclosed, exhibited, sold, published, or presented
  • Any existing domestic or foreign applications or related prior art

Trademark Matter Checklist

  • The word mark, device, or logo to be filed
  • Goods or services
  • How the mark is actually used
  • Planned territories of use
  • Any existing website, social accounts, e-commerce pages, packaging, or signage
  • Whether naming or design investment has already been made
  • Any similar brands or competitors
  • Any platform notices, warning letters, or official documents received

Key Reminders

Initial Consultation Notice

An initial consultation is for understanding your case background and possible needs. Unless an engagement and scope of services are separately confirmed, the firm does not assume filing, docketing, response, or other representation duties by virtue of an initial reply.

If your matter involves official deadlines, imminent product disclosure, an upcoming brand launch, or a third-party notice, please state the relevant dates and documents clearly when contacting us.

Confidentiality

We take the confidentiality of client data and case information seriously. However, standard web forms and email may not be suitable for highly confidential or bulk technical materials. If your matter involves unpublished core technology, trade secrets, or sensitive business information, contact us first to arrange an appropriate transfer method.

Materials ready?

Share the basics through the contact form and we will help determine the appropriate next steps for your matter.