Files & portfolios
Taking over an IP portfolio: reconciling files, deadlines and outstanding work
Turn several lists into a reliable working record, with clear matter matching, documented discrepancies and a controlled transition.
Read the guideGuides for your workflows
Practical guides to IP formalities
Orderly casework starts with complete information and clear responsibilities. Our guides cover preparing, handing over and documenting IP matters. The interactive demo lets you explore selected steps using fictional examples.
Trade marks & register maintenance
Preparing trade mark recordals: ownership transfers, name changes and evidence
An ownership transfer is different from a company name change. Turn a portfolio list into a reviewable work package for your firm.
Read the guideFees & evidence
Organising renewal fees: from the deadline record to evidence of payment
A traceable process for forthcoming fees: establish responsibility, obtain instructions, check payment and document completion.
Read the guideInternational trade marks
WIPO irregularity notice on goods and services: what it means and how the response works
If WIPO objects to the class or wording of a term, the Office of origin responds. This guide explains the notice, the time limits and how to prepare a response proposal.
Read the guideFiling preparation
From attorney instructions to a complete filing package
A practical workflow for documents, questions and approval before a filing is submitted.
Read the guideWorking together
External IP paralegal support: roles and responsibilities
A practical way to distinguish administrative preparation, attorney decisions and internal ownership.
Read the guideEvidence & matter status
After filing: keeping confirmations and matter status traceable
Turn a filing acknowledgement into a useful working record through clear association, checks and follow-up ownership.
Read the guideThe examples are fictional. Requirements depend on the IP right, office and procedural stage. Legal assessments and approvals remain with the responsible people.
Let’s talk about your workload.
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.