Case study on patent protection for technology companies Cloud telephony patent case study This case study is about IP services provided to a client in the domain of cloud telephony. Specifically, the cloud telephony company developed an innovative technology product and this case study provides a reference for patent attorneys and intellectual property law firms worldwide. Cloud telephony product - innovative technology The innovative technology product is aimed at offering cloud telephony solutions to users for performing secure transactions via mobile devices. Task - IP protection Client wanted to protect overall intellectual property (IP) associated with the innovative product, including the technology powering the product, corresponding product and / or service embodiments, and related aspects of intellectual property rights (IPR). Patent portfolio - creation and development The first step executed was to create a patent portfolio by drafting and filing multiple patent applications covering different embodiments of the innovative product. The aim of creating patent portfolio was to add value to the company’s intangible assets by developing the patent portfolio into an asset with global execution potential by way of patent licensing and patent assignment. The patent portfolio included patent applications having claims protecting broad level scope to cover overall technology and corresponding aspects embodied over the wireless network. For example, the parent patent application claimed features to connect users of the product in a secure environment. Patent filing vs. product launch Considering the fact that the innovative technology could be applied across multiple industry sectors, parent patent application was filed well ahead of the product launch date and subsequent patent applications were filed in a timely manner in-sync with the subsequent versions and features of the technology product. Patent strategy An accelerated patent strategy was formulated for the client with a view to achieve timely and enforceable patent protection across multiple jurisdictions based on the business interests of the client. Consequently, a strong patent portfolio was created and developed across different countries by way of international patent filings (PCT International Phase Patent Filing, PCT National Phase Patent Filing, Paris Convention). By taking advantage of the patent cooperation treaty (PCT) as per the WIPO (World Intellectual Property Organisation), patent filing procedure across different patent offices was streamlined by bringing together a strong network of international patent attorneys to work on the project. Brand protection - trademark registrations, Madrid Protocol, Madrid Agreement

1. Cloud Telephony
Patent - Case Study
Best Practices for Patent Attorneys
and Law Firms

2. Client
Technology Company
Offering cloud
telephony solutions
to users for
performing secure
transactions via
mobile devices

3. Task
IP Protection
Client wanted to
protect technology,
products and related
IP

4. Our Solutions

5. Patent
Protection
Portfolio Development
Patent portfolio was
created to cover
overall technology
and products

6. Technology
Protection
Broad level patent
was drafted to cover
overall technology
embodied over
communication
network

7. Parent
Patent
Application
Parent patent
claimed technology
features that connect
users in secure
environment

8. Patent Filing
vs. Product
Launch
Considering the fact
that technology could
be applied to diverse
industry sectors,
parent patent
application was filed
promptly before
launch date

9. Marketing
Perspective Subsequent patent
applications were
structured in line with
features specific for
different versions

10. Accelerated
Patent
Strategy
Portfolio patent
applications were
filed in different
countries depending
upon target user
groups

11. Broad Patent
Protection
Portfolio of multiple
patents provided
strong protection to
clients across
multiple countries

12. PCT Patent
Route
PCT applications
under international
and national phase
were filed to expedite
and streamline filing
across different
patent offices

13. Product
Features
Patent portfolio was
designed to protect
user side applications,
admin side
applications, vendor
side applications etc.

14. Brand
Protection
Multiple trademarks
were filed under
Madrid protocol to
protect relevant
brands globally using
WIPO’s filing
mechanism

15. Thank You
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