The rise of entrepreneurs and internet publishing has also lead to growth in intellectual property (IP) needs. From copyright and trademarks to patents, IP law is a hot area as the economy grows. However, whether you're looking to create a new practice group or just integrate a few new cases, IP is not just an area of law to tackle on your own. IP is its own practice area that requires specialized knowledge. Get a jump on including IP law in your practice by attending this webinar. Join Clio's Joshua Lenon and Nehal Madhani of the Alt Legal, provider of docketing and assembly tools for IP law firms, as they discuss: What is involved in running an IP law practice, What are the ethical obligations of IP law, Tools required by IP lawyers, and Talking with clients about their IP needs.

1. #ClioWeb
How to Start an Intellectual Property Law Practice
A Clio Webinar
Joshua Lenon – Clio
Nehal Madhani – Alt Legal

2. #ClioWeb
• CEO of Alt Legal
• @nehalm
Instructors
Joshua Lenon
• Lawyer in Residenceat Clio
• Attorney Admitted in New York
• @JoshuaLenon
Nehal Madhani

3. #ClioWeb
Agenda
• Intro to IntellectualProperty (IP)(10minutes)
• Settingupan IP lawpractice (15 minutes)
• Ethical obligationsandpitfallsin IP law (15minutes)
• Toolsfor IP lawyers. (10minutes)
• AssessingIP Needswith clients(5 minutes)
• Questions(5minutes)

4. Nehal Madhani
nehal@altlegal.com
@AltLegalHQ

5. Nehal Madhani
Founder & CEO
Alt Legal
@nehalm
Nehal Madhani is the founder and CEO of Alt Legal, whose
software makes it easy for law firms to create and manage IP
filings. Before starting Alt Legal, Nehal practiced as an attorney
at Kirkland & Ellis, LLP. He is a Python/Django programmer.
Nehal has a J.D. from the University of Pennsylvania Law
School, a Certificate in Business and Public Policy from the
Wharton School of Business, and a B.A. from Northwestern.

6. INTRO TO IP

7. DEMAND FOR IP LEGAL SERVICES IS GROWING
Source: BTI Consulting Group, http://www.bticonsulting.com/ip-and-ip-litigation-outlook
• IP is a critical business asset that every business should protect.
• Companies are being brought and sold just for their IP portfolios.
• Nearly $2.7 billion is spent on IP litigation legal fees every year.
• Surge in the number of small businesses and startups is driving an increase in the number
of IP filings.

8. 350K
400K
450K
500K
550K
2012 2013 2014 2015
Growth in US Trademark
Applications
Sources: USPTO, http://www.uspto.gov/dashboards/trademarks/main.dashxml;
Kauffman Foundation Startup Activity National Trends 2015
Trademark applications filed
with the USPTO rose nearly
10% in 2015. In 2015, the
USPTO has already received
over 500,000 trademark
applications. This is in part
driven by the jump in the
national rate of new
entrepreneurs.

9. TRADEMARKS OVERVIEW
• Scope: Protects word, phrase, symbol, and/or design that identifies and distinguishes the
source of the goods or services of one party from those of others.
• Expiration: None as long as use and filing requirements are satisfied.
• Attorney requirements: Must be an attorney in good standing in at least one US jurisdiction
to prosecute trademark filings.

10. PATENTS OVERVIEW
• Scope: Protects machines, manufactured articles, industrial processes, and chemical
compositions.
• Expiration: 14 years for design patents; 20 years for utility and plant patents.
• Attorney requirements: Must be admitted to patent bar to prosecute patents. A scientific or
technical training is a prerequisite for the patent bar.

11. COPYRIGHT OVERVIEW
• Scope: Protects works of authorship that. have been tangibly expressed in a physical form
(e.g., songs, books, movies, and works of art).
• Expiration: Varies depending on the type of work and authorship (e.g., life of the author +
70 years or if it’s work for hire or anonymous, it’s shorter of 95 years from publication or
120 years from creation)
• Attorney requirements: Must be an attorney in good standing in at least one US jurisdiction
to prosecute copyright filings

12. USPTO INTRODUCES REGIONAL OFFICES
Source: USPTO Locations, http://www.uspto.gov/about-us/uspto-office-locations

13. SETTING UPAN IP PRACTICE

14. IDENTIFYING THE SCOPE OF YOUR PRACTICE
Prosecution
Filings
Trademarks Copyrights Patents
License
Agreements
Litigation
Administrative Proceedings
Trademark
Trial and
Appeal
Board
Patent
Trial and
Appeal
Board
Federal
Court

15. FIND YOUR NICHE
• Like any practice, you should identify your niche within IP after determining the scope of
your work in this field.
• You can more effectively focus your limited resources.
• You can quickly build expertise.
• You can rapidly develop a client base and network.

16. HOW TO FIND A NICHE
• Consider your interests and passions
• Identify trends in your current client base and/or network
• Assess your professional and personal strengths and weaknesses
• Explore the competitive landscape

17. A STRONG IP NETWORK IS CRITICAL
• IP law is a complex, global practice.
• The right network allows you to serve clients as a “full-service IP firm.”
• You can grow your practice through referrals.

18. BUILDING YOUR IP NETWORK
• Social media (Check out our list of Twitter influencers here:
http://www.twitter.com/AltLegalHQ/lists/ip-law)
• Read blogs and write your own. Popular ones include Likelihood of Confusion, TTABlog,
Everything Trademarks, and IP Watchdog)
• Become a member of the over 50 state and local IP bar associations
• Join trade organizations:
• International Trademark Association (INTA)
• American Intellectual Property Law Association (AIPLA)
• American Bar Association - Intellectual Property Law (ABA-IPL)
• Copyright Society of the USA (CSUSA)

19. CASE STUDIES OF SUCCESSFUL IP PRACTICES
• Background: Meet Rina. Rina is a former Big Law corporate attorney who set up her own
legal practice a few years ago. She focuses largely on emerging companies and securities
law.
• IP work: Over the last couple years, her emerging companies clients have become mature
companies and have sought trademark protection.
• Results: Rina has prosecuted over 60 trademarks for her clients and netted nearly $50,000
in legal fees ($800/trademark).
• Advice: Attend CLEs and IP conferences to learn the fundamentals and leverage close
relationships with experienced IP lawyers to help you avoid mistakes.

20. CASE STUDIES OF SUCCESSFUL IP PRACTICES
• Background: Meet Jason. Jason started his career at a mid-size IP law firm and worked
there for a couple years. About five years ago, he branched out on his own and initially
focused on TM and copyright prosecution and TM litigation.
• IP Work/Results: He has prosecuted over 500 trademarks and charges $1,000/TM filing
($400,000 in legal fees from TM prosecution alone). He also recently hired a patent lawyer
and litigator and grown his firm organically into a a full-service IP practice.
• Advice: Focus on growing your network, and particularly an international network of
fellow IP attorneys.

21. BILLING MODELS
• Fixed: Common arrangement for trademark registrations, copyright registrations, and
provisional application for patent. Be sure to carve out the scope of your engagement.
• Hourly: Common for patent prosecution, licensing agreements, and IP litigation work
• Success Fees: Hybrid model that combines fixed fee with a contingency amount due upon
successful registration of the client’s IP rights.

22. STEPS IN PROSECUTING IP FILINGS
Protecting: Maintain IP rights through renewals and active monitoring
Prosecuting: Monitor and update IP filing and deadlines
Filing: File documents and forms with government IP office
Assembly: Assess filing and prepare documents and government forms
Intake: Gather client information and documents re IP rights

23. ETHICALOBLIGATIONSAND PITFALLS

24. KEY RULES
• Competence: “Competent representation requires the legal, scientific, and technical
knowledge, skill, thoroughness and preparation reasonably necessary for the
representation.” 37 C.F.R. § 11.101.
• Unauthorized practice of law: “A practitioner shall not practice law in a jurisdiction in
violation of the regulation of the legal profession in that jurisdiction, or assist another in
doing so.” 37 CFR § 11.505.
• Candor towards tribunal: (a) Prohibitions against false statements/evidence; (b) disclosure
of criminal behavior…and (d) disclosure of material facts to tribunal in ex parte
proceedings. 37 CFR § 11.303.

25. ADMINISTRATIVE ERROR: MAKING FACTUAL ASSERTIONS
• US trademark applications must be signed by a person that can legally bind the applicant
or has first hand knowledge of the facts asserted in the application and authority to act
on behalf of the applicant, or a US attorney authorized to practice before the USPTO.
• Attorneys who execute trademark applications on behalf of clients may become a fact
witness and disqualified from representing the applicant if the application or registration
is disputed.
• You should email the application to your client to execute (despite the inconvenience)
through TEAS.
Source: BTI Consulting Group, http://www.bticonsulting.com/ip-and-ip-litigation-outlook

26. ADMINISTRATIVE ERROR: MAKING EXCESSIVELY BROAD ASSERTIONS
• Medinol Ltd. v. Neuro Vasx Inc. (TTAB 2003). The mark "NeuroVasx" was granted for
use in connection with "medical devices, namely, neurological stents and catheters."
• A petitioner wanted the mark cancelled because it was not being used in connections
with stents. Neuro Vasx attempted to amend their application to remove stents, which
were included because of an oversight.
• The court found fraud because Neuro Vasx knowingly made a false statement to the
USPTO to obtain registration, which would not have been issued if the USPTO knew it
was not being used for stents.
• Fraud cannot be cured by the deletion of goodsfrom the registrations.

28. MISSING DEADLINES: IN RE TACHNER
• In re Tachner (USPTO D2012-30):The Office of Enrollment and Discipline broughtan
action against a solo patent attorney after he missed several filing deadlines for clients’
filings.
• The attorney relied on an office manager and a manual docketing system. Through 2005, he
docketed matters by recording dates in a notebook. After 2005, his office relied solely on a
Word document that listed actions as single-line entries (no table and no calendar).
• The attorney admitted to a pattern of neglect of management of his law firm, including
reliance on an “unsound calendaring system for tracking deadlines.”
• The attorney was suspended for five years for violating several provisions the USPTO
Code of Professional Responsibility.

29. MISSING DEADLINES: THE MEDICINES CO. V. FISH & NEAVE
• In The Medicines Co. v. Fish & Neave, Medicines Co. sued Fish & Neave for missing a
patent term extension (“PTE”) application deadline that jeopardized about 4.5 years of
market exclusivity ($2 billion in sales).
• PTE applications allow applicants to extend the life of a patent for certain delays beyond
the applicant’s control. Here, it was the time MDCO spent seeking FDA approval of their
drug. Fish & Neave was to submit a PTE application within 60 days of the FDA approving
the drug.
• Ultimately, after a protracted, decade-long legal and legislative battle and nearly $20
million lobbying Congress, MDCO was able to reverse the docketing and patent filing
errors and restore the exclusivity period.
Ropes & Gray Settles, law360.com/articles/692712/ropes-gray-settles-patent-filing-malpractice-suit
Patent Bill Viewed as Bailout for a Law Firm, http://nyti.ms/1OR7Rra

30. TOOLS FOR IP LAWYERS

31. TOOLS FOR IP LAWYERS
• Malpractice Insurance
• Docketing System
• Practice Management
• Client Intake

32. MALPRACTICE INSURANCE
• IP malpractice insurance is a must if you are going to do any kind of IP filing (even
trademarks).
• Typically, it’s more expensive than other practice areas given the high stakes of IP and the
liabilities associated with missed deadlines.
• Explore discounts that may be available through trade organizations (e.g., National
Association of Patent Practitioners).
• Consider policy limits, scope of coverage, retroactive dates, and expiration dates in
selecting a provider.

33. DOCKETING SYSTEM
• Timely filings for office actions, renewals, revivals, and objections are essential to protect
your clients’ IP rights.
• Complexity increases exponentially as you grow your IP practice.
• Key factors in selecting an IP docketing system
• Scope of your practice (e.g., trademarks or patents, domestic or international, litigation
or prosecution)
• Security
• Ease of use
• Automation
• Calendaring support

35. COLLECTING IP INFORMATION CAN BE A TIME-CONSUMING PROCESS.
Initial
inquiry
Assess IP
needs
Collect
specific
information
Review
client intake
Follow-ups
with client

36. BEST PRACTICES FOR IP INTAKE
• Present your client with questions that are easy to understand or not overly technical to
solicit accurate and complete answers.
• Leverage electronic forms to collect client information in the first instance to speed up the
process for both you and your client.
• Keep records of the information that your client provided to you.

37. PRACTICE MANAGEMENT
• IP practice (like other practices involving government filings and processes) can be
administrative at times.
• Practice management software will help you manage your contacts, organize your matters
and documents, and get paid faster.
• Reflect on your workflow to identify any administrative bottlenecks by considering which
elements are repetitive and don’t require any subjective assessments.

40. #ClioWeb
ASSESSING IP NEEDS WITH CLIENTS

41. #ClioWeb
IP Needs Stretch BeyondIP Law
• Divorcescaninclude issuesof valuationordivisionoffuture income
derivedfromintellectualproperty
• E-2 Visa(Treaty Investors)may contribute IP asa capital assetto their
U.S. venture.
• Criminalcharges forboth copyrightand trademarkviolations
• Copyrightsoutlive creatorsby astatutory 70yearscreatingEstates
issues

42. #ClioWeb
Tips for Talkingto Clients About IP
1. Identify what is newly created
2. Identify what was originally filed
3. Ask about the intangible
4. When in doubt, document IP
5. Be aware of ticking clocks

43. #ClioWeb
Let Clients Identify Their Own IP Needs

44. #ClioWeb
Sync Platforms for MaximumUtility

45. #ClioWeb
QUESTIONS?

46. #ClioWeb
Thank You
JoshuaLenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon