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Here are links to downloadable documents that provide a guide for disclosing inventions to us as well as other matters. We recommend these to our clients as a starting point to consider the relevant legal issues so that we can better pursue their goals of securing patent protection. Clients who use these forms do so at their own risk as we do not advise that these forms be used, except when reviewed and revised by our attorneys. Without proper legal advice, reliance on these forms may prove to be unfounded and may jeopardize legal rights.
Inventor's Disclosure Statement for Patents --Use this form to help document your invention for a patent search and/or preparation of a patent application. It can also be useful in documenting your invention to prove your first conception of your idea so as to prevail over anyone who might have also filed a patent application covering the same subject matter.
U.S. Declaration and Power of Attorney for Patents --This form is required when filing patent applications with the U.S. Patent Office to authorize the firm to represent you. Also, you must attest to being the first inventor of the subject matter sought to be patented.
Prospective Client Intake Checklists:
These forms highlight certain issues which may arise in the seeking of copyrights, patents, and trademarks. These issues may determine whether or not the intellectual property can be obtained.
New Client Information Sheet --This form is helpful for us to understand who you are and how best to communicate with you when we begin to represent you to make sure that our entire Quality Client Care® team can effectively communicate with you.
Non-Disclosure Agreement (Simple) --This Agreement can be used to form a contract with a third party who you would like to enter into a confidential relationship. It is not particularly overly protective of disclosed materials, but attempts to strike a balance between the disclosing parties' rights and the recipient parties' rights to use information it already has or can obtain elsewhere.
Non-Disclosure Agreement with Assignment of IP Rights --In addition to being a way to enter into a confidential relationship to protect your trade secrets, this agreement also requires the recipient of the disclosure to assign any intellectual property rights developed. It is particularly useful when working with a vendor who is creating materials or products for you.
Sample Employment Form to Secure IP Rights From Employees –-This agreement is a starting point to prepare an employment agreement for employers to secure the appropriate rights from their employees upon their hiring and should be used in conjunction with legal advice to properly document the relationship between employee and employer, and particularly to make sure that any intellectual property, including patent, trademark and copyright rights are properly owned by the employer.
New Company Intellectual Property (IP) Checklist --This form is a handy checklist for startup companys to make sure that they protect their most precious future assets and avoid infringing the rights of others.
Description of Intellectual Property (IP) for New Businesses -- This is a summary that describes the types of intellectual property that all businesses should be aware of and for which they might want to seek protection and can be used with the New Company Intellectual Property (IP) Checklist.
U.S. Patent Pre-Filing Consideration Checklist --This form is used to help determine whether or not an expedited request should be made or whether or not to request that the application be published.
Basic Retainer Agreement --We use this agreement to engage the firm to do basic transactional work such as patent, copyright, and trademark searching, filing, licensing and counseling, but not for handling litigation matters.
Litigation Retainer Agreement --We use this agreement to engage the firm when we will be representing you in an adversarial proceeding such as in federal or state litigation or a Trademark Trial and Appeal Board(TTAB) proceeding. | 
