Finding an IP expert: What to look for when searching for an IP expert that will help you build your US IP Portfolio

Finding the right IP expert will depend on several factors, such as fit, experience, expertise, strategy, and price.  

• In finding an expert, knowing where to start can be the hardest part!
  • Check out patent agent/attorney profiles, then find and read their reviews. Ask around.
  • A good starting point is the USPTO directory of registered attorneys and agents.

1. Interview and adjudicate the experts like you would when hiring an employee.
   • Speak with different candidates about their process, philosophy, and what they value in building a portfolio. Find someone who fits your style and needs.
   • Communicate your IP and corporate goals, and how they align. Why are you building a US portfolio? What do YOU value in growing one?
2. Questions to ask yourself or the expert before hiring:
   • Are you looking for someone based in Canada or the US?
     • You don’t have to go with an American-only solution
     • Many Canadian firms and agents can still file your US intellectual property and represent you at the USPTO.
     • If, however, you find yourself in legal matters (e.g. litigation) you will want to hire a US patent attorney with relevant trial experience.
     • Generally, the firm that handles the filings and prosecution is not the firm that handles the litigation. Therefore you can work with a Canadian firm to handle the filings and prosecution and a US firm for litigation.
   • What is their understanding of your inventions and objectives?
   • Is this their area of expertise?
   • What is their previous experience working in this field? What successes have they had?
   • What recent experience do they have in building similar-sized portfolios in the US for Canadian companies?
   • Can they offer insight and portfolio management as your trusted IP advisor? Will they review inventions to help determine if patent protection is the best route?
     • Or, will they simply draft and file what you tell them to?
   • Can they help develop the right culture for further innovation?
   • Will they be proactive or reactive?
   • Will they help you develop a comprehensive IP strategy? One that includes more than patents?
   • Can they navigate the IP landscape to decrease/defer costs or speed up examination where needed? How will they maximize the value from your budgeted funds?
3. Budget Considerations
   • It is important to determine whether the experts that you are considering have fees that align with your budget.
     • Be sure to ask the firm representative or agent that you are consulting, what their fee and fee structure are, or request a quote with a breakdown of the associated fees.
     • Hourly fee structures mean that you are billed based on an hourly rate. These are common with big law firms, some are in the range of 600-1000$ an hour.
     • Fixed fee structures mean that you are billed based on the work that is being performed. Fixed fee structures can help keep costs down, and generally help to avoid unexpected costs.
     • Using a prestigious law firm that has worked with some of the biggest brands out there may not always make the most sense for a startup.
       • These firms can be more expensive, and may not always offer the best ratio of added value to cost for companies that are just starting to build a portfolio.
       • Their services high price tag may be of more value to those seeking IP enforcement in a courtroom (litigation), rather than those seeking IP protection with a patent office (prosecution).
     • IP costs can spiral out of control if not properly handled. When starting out, it may make sense to seek fixed costs rather than hourly rates, which can quickly add up.
     • Ultimately, who you decide to work with is a business decision based on what makes sense for your company.

• Determine if you need a patent agent, attorney, IP manager, strategist, paralegal, or some combination thereof. An IP agency may be the best route if you need a little bit of each type of expertise.
• Expensive IP attorneys tend to provide drafting and prosecution services, but many do not involve themselves in management or strategy. This transactional (or reactive) type of engagement is not recommended if you need additional support.
• Consider getting fixed priced projects at least until you are more familiar with the IP process and understand pricing factors.
• “In the end, you are looking for your partner in IP. Find someone who is more interested in helping you reach your IP goals, and less interested in how much work you will send their way,” says Jordan Pynn, Vice President at Stratford Intellectual Property.“If they are steamrolling you into a patent application without discussing the long-term goals of the company or other IP implications, that is not your future IP partner. That is a salesperson, and a red flag.”

• For information about IP protection in the US, please see the Canadian Intellectual Property Office’s publication on Doing business abroad: Protecting your IP in the United States.
• For material relating to the export of goods to the US, please see Doing Business in the United States.
• For more information on going global with your IP, please see Protect IP outside Canada.