Is your workflow system as efficient as it could be?  My IP Risk Reduction Review can help you get there.

I created this audit based on what I see most often when supporting IP attorneys: missed office actions, inconsistent docketing, and lack of formalities compliance strategy leading to missed deadlines and the need for costly fixes.

This flat-fee audit is designed to help uncover risks in your patent/trademark prosecution and docketing procedures, which will result in a smoother, more compliant practice. 

Whether you're managing a portfolio without a full-time IP admin or just want a second set of eyes, this audit will help you get clarity and peace of mind.

Who It’s For:

- Solo patent/trademark attorneys

- Boutique and small IP firms

- In-house teams needing an external checkup

- Anyone managing patent/trademark portfolios without a dedicated docketing manager

Audit Options:

*Perfect for solo attorneys and firms with small portfolios*

Mini Audit - $350 -5 cases

Standard Audit - $650 - 6-10 cases

Fewer than 5 cases - Custom Quote

*For firms managing larger dockets - pricing based on total case count*

Volume Audit Packages:

11 – 50 Cases - $50 per case

51 – 200 Cases - $35 per case

201 – 1,000 Cases - $25 per case

1,000+ Cases - Custom Quote

What's Included:

USPTO PAIR/TSDR Review - A review of all USPTO correspondence from the past 90 days to confirm proper docketing and response tracking.

Prosecution Status Summary - Assess the current stage of each matter to identify any outstanding deadlines and actions needed.

Formalities Compliance Check - Insure that all necessary formalities have been completed 

Maintenance/Renewal Fee  Deadline Flags - Highlight upcoming and missed maintenance/renewal fee deadlines.

Internal Data & Contact Completeness Check – Verify that ownership, applicant, and correspondence details are accurate and consistent across your internal records.

PDF Summary Report - Deliver a clean, organized report outlining key findings, risk areas, and recommended actions to improve accuracy and compliance.  If desired, a call to discuss the Summary Report can be scheduled at no extra charge*

Curious whether your workflow is actually working?  Schedule a no-pressure call to discuss how my IP Risk Reduction Review  can help you.