Determining an IP strategy alongside a whole business strategy ensures that the two are aligned and complementary, rather than competing as can happen with mis-aligned goals.

IP Strategy is of particular importance in:

  • Due diligence
  • International growth planning and protection strategy
  • Tailored IP protection plans and IP policies
  • Integration of IP into business and R&D workflows, including assistance with invention identification
  • Global filing and enforcement strategies
  • Support for licensing, franchising, and partnerships
  • Decision making on filing and use of IP, e.g. product protection, licensing, sale
  • Identification of company critical IP, and developing strategy on registrations and trade secrets

Our experienced team can provide guidance and assistance every step of the way, getting to know you and your business and providing unbiased advice.

We can help you to implement an IP Governance and Management structure, to help you to (i) identify and protect IP rights before disclosure, (ii) support funding, licensing, and sales, (iii) reduce IP leakages and infringement risk, and (iv) produce valuation evidence compliant with International Valuation Standards (IVS).

IP Committee

Quarterly board meetings recommended

Review

Internally-agreed KPIs and assessment of policy compliance

Reporting

Identifications of risks (e.g. leaks, FTO issues) and opportunities (e.g. licensing)

Register

Internal records and document management including a register of all intangible assets

IP Valuation

Maintaining a dossier of up-to-date valuation evidence and principles, and most recent valuations

Branding

Securing and enforcing distinctive, brand assets that support commercialisation.

Legal Templates

  • NDAs
  • IP clauses for employee and contractor contracts, and for collaborative projects
  • Deeds
  • Waivers

Processes

  • Invention disclosure and evaluation
  • Freedom to Operate search briefs
  • Trade secret protection
  • Trade mark clearance

Training

Ensuring every employee understands and uses the IP framework

  • Golden Rules including the use of NDAs and avoiding pre-filing disclosure, and correct storage and protection of trade secrets.
  • Provision of an induction and annual refreshers

Policies

  • IP registrations
  • Trade secrets
  • Open-source software
  • Branding
  • Data and processes

Governance

Assignment & division of responsibilities

  • IP/Legal manager
  • External specialists
  • Executive sponsor
  • IP committee

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