Try two typical steps: complete a filing package and compare a confirmation with the intended package. See what has been prepared, what is still missing and who needs to decide what happens next.
Demo 01
Prepare a filing package
Documents in this example
Work status
Next responsible role
Your next step
Result of this step
Steps so far
What the two examples demonstrate
01
Prepare a filing package
A sample instruction specifies three required items: a cover letter, an annex and a signed declaration. This example instruction is not a general requirement of any IP office.
An administrative check identifies a missing signature on the declaration. A specific follow-up request is drafted.
An updated document is marked as received in the example. The documents are now assembled; approval by the responsible lawyer is a separate, outstanding step.
Only an explicitly simulated lawyer approval changes the status to “Ready for the agreed filing”. Nothing is actually filed here.
02
Document a filing confirmation
An invented confirmation is compared with an invented package list.
An expected annex is not listed on the confirmation. That needs clarification; it does not by itself prove that the annex was not transmitted.
The discrepancy and the related documents are summarised for the responsible person. Sending the handover is only simulated.
A returned instruction is simulated. The matter remains open until the discrepancy would actually be resolved. No further filing is triggered automatically.
Choose an introductory meeting with no obligation, or email me. It helps to know the tasks, dates, approximate volume and systems you use. General information is enough – please do not send confidential case files or access credentials yet.
