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FileMaker Pro Database
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1995-10-16
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26KB
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446 lines
Him/her@
MoneyA
Preparation@
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WithoutA
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"HBAM2001MAY84
PatAttyL.FM:*
About
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Address
Another
Appliation
Application
Pro 2.0 - 2.1F!
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B Helvetica Bold
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About
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9/24/95
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A Layout #1
A Layout #1B
TextB
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E Main Menu
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
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__________________________________________________________________________________________________________________________________________________________________________________________________________________
____________________ Page 6
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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
Trust
Types
Typical
Versus
Visit
Washington
Waste
Where
Without
Worked
Working
Years
You're
Applied@
CloseA
Errors@
Him/her@
MoneyA
Preparation@
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WithoutA
Preparation
Telephone
Terms
Their
Track
Trust
Types
Typical
Versus
Visit
Washington
Waste
Where
Without
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formation
Pro 2.0 - 2.1F!
Pro 2.0 - 2.1I
US English - Spelling
User Dictionary
Without
Worked
Working
Years
You're
ATTORNEY NAME : _____________________________________________
ADDRESS : ____________________________________________________
CITY, STATE, ZIP: ______________________________________________
TELEPHONE:__________
Preparation
Problem
Procedures
Prospective
Questions
Record
References
Referred
Relatiionship
Relatives
Schedule
Screwed
Search
Specialize
Staff
State
Successful
Talking
Pro 2.0 - 2.1F!
Applied
Approach
Approved
Aren't
Associate
Associated
Attorney
Background
Backlog
Based
Basic
Better
Bureau
Business
Cause
Certain
Chambers
Check
Close
Pro 2.0 - 2.1F!
Close
Comments
Commerce
Complications
Consuming
Contact
Contacts
Cooperative
Costs
Dedicated
Delays
Disabled
Disclosure
Doctor
Documentation
Effect
Pro 2.0 - 2.1F!
Errors
Estimated
Extra
Feeling
Field
Finding
Flexible
Frame
Frames
Friends
Front
General
Given
Hassle
Pro 2.0 - 2.1F!
Him/her
Himself
Hours
Information
Interview
Inventor
Inventors
Investors
Large
Local
Located
Major
Money
Pro 2.0 - 2.1F!
Money
Notes
Number
Obtained
Office
Opinion
Other
Partners
Patent
Patents
Payment
Personal
Phone
Picture
Practice
actice
Pro 2.0 - 2.1F!
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: _________________________________________________
________________________________________________