Patent Research & Application
Patent research and prosecution to secure innovations and technological advances, assessing what is protectable and preparing applications that cover the inventions that matter to the business.
Identifying, protecting, and monetizing the intellectual property that holds a company's competitive position: patents, trademarks, copyrights, trade secrets, and the licensing that turns them into revenue.
Code written by a contractor belongs to the contractor. The Copyright Act treats a commissioned work as made for hire only if it falls within nine listed categories and the parties agreed so in writing, and software is not among them, so a company that paid for its platform owns it only if someone also signed an assignment. An employee's invention is usually the same: absent a written assignment, or a hiring to invent, the employer holds a shop right, a license it can use but not sell.
Timing does the rest of the damage. A copyright registered after the infringement began, and more than three months after publication, cannot recover statutory damages or attorney's fees. A US inventor has a year after its own public disclosure to file; most other countries give none, so a trade-show demonstration can forfeit the foreign patent before the domestic one is drafted. A trademark registration that misses its declaration of continued use between the fifth and sixth year is cancelled.
We fix the chain of title first, because every later step assumes it. Then each asset gets the mechanism that fits it and a docket that carries its deadlines, and the license that turns the portfolio into revenue carries the audit right and the quality control that keep the asset intact.
Patent research and prosecution to secure innovations and technological advances, assessing what is protectable and preparing applications that cover the inventions that matter to the business.
Trademark registration and enforcement to protect brand identity and market position, which means clearing, filing, and maintaining the marks that carry a company's name and goodwill.
Copyright protection and licensing agreements that monetize and protect creative and written works, defining scope, royalties, quality control, and termination so the deal holds up.
Management of the whole intellectual-property portfolio, tracking registrations and renewals, aligning protection with products and markets, and surfacing gaps and licensing opportunities.
Clearance before use: searches and written opinions that establish what the company may use, whether a third party's mark, a photograph, or a block of open-source code, with the fair-use analysis documented before the content ships rather than after the demand letter arrives.
Negotiation and drafting of licensing arrangements that turn IP into revenue while protecting ownership, covering field, territory, exclusivity, and the controls that keep the asset intact.
Maintenance of trade secrets through confidentiality and non-disclosure agreements, access controls, and clear internal policies, since that protection depends on the reasonable steps a business takes to guard the secret.
Representation in intellectual-property disputes when a conflict cannot be avoided, protecting patents, trademarks, copyrights, and trade secrets, and the competitive advantages they support.
Each asset runs on its own clock. A patent lasts 20 years from filing and lapses early if its maintenance fees go unpaid. A trademark lasts as long as it is used and renewed. A corporate copyright runs 95 years from publication. A trade secret lasts until someone talks. The value of each, and the way it is financed or sold, is set by its clock.
A trade secret is protected only while its owner takes reasonable measures to keep it secret, and a court will ask to see them: the access controls, the confidentiality agreements, the exit interviews. The federal statute requires employee confidentiality agreements to carry a whistleblower-immunity notice; omit it and the company forfeits exemplary damages and fees against that employee.
Fair use is a defense argued after the complaint is filed, not a license, and the Supreme Court has recently narrowed it for commercial uses that serve the same purpose as the original. Open-source code carries its own terms: a copyleft license can require the company's derivative work to be released on the same terms, and an acquirer's code scan finds every one.
A present assignment, "hereby assigns", transfers an invention the moment it is made; a promise to assign, "agrees to assign", transfers nothing until a second document is signed, and a later present assignment to someone else can win the race. The difference is one verb. Record it at the Patent Office within three months, or a later purchaser without notice takes ahead of you.
A patent publishes the invention 18 months after filing in exchange for 20 years of exclusivity; a trade secret publishes nothing and can last indefinitely, but gives no remedy against independent invention or reverse engineering. What a competitor could derive from the product is patented or lost; what it could never derive is kept secret and documented as such.
A trademark application is published for opposition, and anyone with standing has 30 days to object, extendable on request. After five years of continuous use a filed declaration makes the registration incontestable, which cuts off most attacks on its validity other than genericness, fraud or abandonment. The life of a mark is a docket of filings, not a single certificate.
We walk the company and surface everything protectable: inventions not yet disclosed, marks in use but never cleared, code and content with unclear authorship, and know-how living in employees' heads. Then we fix chain of title with assignments and work-for-hire terms before anything else.
Knockout and full searches confirm the mark or invention is available before anything is filed. The applications that follow carry specimens, classes, and claims drafted to cover how the business will use the asset in five years as well as today. Trade secrets get the access controls and NDAs that stand in for registration.
With rights secured, the portfolio goes to work. Field, territory, and exclusivity are carved deliberately, and royalty bases, audit rights, and quality-control clauses are drafted so the licensee's success feeds yours and a naked license never quietly forfeits the mark.
Watch services and renewal dockets run continuously. Conflicts start with a demand letter or a TTAB opposition and escalate only when the position justifies it, and every enforcement decision weighs the asset's value against what litigation would drain from it.
A patent expires. A trademark, maintained, does not, and the portfolio is built accordingly.
Four kinds, each on different terms. A patent exists only once the Patent Office grants it, and the application must be filed within a year of the company's own first public disclosure. A trademark arises from use, but registration gives nationwide priority from the filing date and a presumption of validity. A copyright arises the moment a work is fixed, yet a US owner cannot sue until it is registered and loses statutory damages if it registers late. A trade secret has no registration at all and lasts exactly as long as the reasonable measures that protect it. We identify what the company holds and match the mechanism to each asset.
Because registration changes the remedies, not just the record. A registered trademark carries nationwide constructive notice, a presumption of validity, and after five years incontestability; it can also be recorded with Customs so counterfeits are stopped at the port. A copyright registration is the ticket to court for a US work, and one filed within three months of publication preserves statutory damages and attorney's fees against infringers who would otherwise owe only provable loss. A patent has no unregistered form at all; the alternative to filing is secrecy, which is a different asset with different rules.
By defining precisely what is being paid for. The royalty base usually matters more than the rate, so "net sales" is defined to the deduction; the audit clause gives the licensor the right to inspect and shifts the audit cost to the licensee above an agreed shortfall; quality control over a licensed mark is required, because a license without it can be treated as abandoning the mark. The termination clause settles what happens to sublicenses and inventory, and the bankruptcy clause matters because the Bankruptcy Code lets a patent or copyright licensee elect to keep its license through the licensor's insolvency. We negotiate and draft licenses that open revenue while keeping ownership intact.
By settling the rights before the launch rather than after the letter. A clearance search before a mark is adopted costs a fraction of a rebrand. A written freedom-to-operate opinion before a product ships is also the usual answer to a charge of willful infringement, which can triple patent damages. Registering copyrights promptly gives the company statutory damages to claim instead of a loss it must prove. An open-source audit before the data room opens avoids the buyer finding the problem first. When a dispute is unavoidable, we represent clients in protecting their rights and competitive position.
Portfolio management is a docket and a set of decisions. The docket carries patent maintenance fees at three and a half, seven and a half and eleven and a half years, trademark declarations of use between years five and six and with every ten-year renewal, and the foreign-filing deadlines at 12 months under the Paris Convention and 30 months for most national phases under the PCT. The decisions are which filings to let lapse because no product uses them, which markets justify a foreign filing, and which unregistered marks the business would miss. Done well, the portfolio maps onto the product roadmap rather than onto the history of what someone once filed.
Trade secrets are protected by keeping them secret, through confidentiality and non-disclosure agreements, access controls, employee and contractor terms, and clear internal policies. Unlike a patent or trademark, a trade secret has no registration, so protection depends on the reasonable steps you take to guard it. We help put those safeguards in place and enforce them if confidential information is misappropriated.
Invention assessment, portfolio planning, and prosecution strategy, including PTAB matters, to secure and defend the patents that protect a company's technical edge.
Explore →Brand clearance and registration, copyright and licensing, fair-use questions, and advertising review, protecting the marks and content that carry a company's identity.
Explore →Verifying ownership, chain of title, encumbrances, and freedom to operate, so the IP behind a deal is confirmed to be what it is represented to be.
Explore →Business formation, corporate structuring, and strategic planning for companies of all sizes, with the legal framework that protects IP and other assets from the start.
Explore →Compliance with corporate governance standards and securities-law matters, including the disclosure and oversight obligations that touch a company's intangible assets.
Explore →Legal support for startups and technology ventures, where the intellectual property often is the business.
Explore →Reviewed by Jonathan D. Herpy, Sr., Senior Partner · Last updated October 2026 · Educational overview · Not legal advice
One partner is accountable for the whole matter, and you have that partner's direct line. Chicago, London, and Dubai work to the same standard.