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Free assessment

Legal — IP operations audit

Where your IP practice is exposed on USPTO/PCT deadlines, prosecution time-capture, engagement-letter speed, and ABA Opinion 512 written-advice risk. 7 questions, ~4 minutes — written assessment back in 1 business day.

Tell us about your operations

1.How many IP attorneys / agents at the firm?
2.What's your primary IP practice mix?
3.How are USPTO / PCT / Madrid deadlines tracked?

Section 8/9 affidavits, PCT 30-month national stage, office action responses, etc.

4.How do clients submit invention disclosures / new trademark requests?
5.How do attorneys capture billable time on prosecution work?

Prosecution work is high-volume / low-time-per-task — easy to under-capture 0.1h increments.

6.How long does it take to send an engagement letter after intake?
7.How do you handle clients asking for substantive legal advice over email?

ABA Opinion 512 + Rule 5.3 — written legal advice on demand creates exposure.

We'll send a written assessment to your email within 1 business day. No spam, no auto-enrolled drip — just the assessment and a follow-up if you want one.

What you'll get back

A concrete written assessment based on your answers — not a generic deck. Areas we cover for Legal — IP businesses:

  • Docketing rigor (USPTO Section 8/9, PCT 30-month, office actions, Madrid)
  • Client invention-disclosure intake — branded portal vs. ad-hoc
  • Prosecution time-capture (high-volume / low-time-per-task is hardest to capture)
  • Engagement-letter turnaround (week+ delays bleed conversion)
  • ABA Opinion 512 / Rule 5.3 — written-advice escalation pattern

Want to talk before submitting?

We can also do a 15-minute intro call about whether managed AI ops makes sense for your Legal — IP business.

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