How the Services Work

My website intake form screens requests to check whether the Check A Patent™ service is a good fit for your situation. This service is designed for a person or organization that wants a written vulnerability analysis of an issued U.S. patent — to support evaluation, licensing, or defense — in a technology area I’m experienced in.

You do not need to own the patent to use this service. You provide the U.S. patent number at intake.

The intake form gathers contact info and the U.S. patent number, and gathers info I use to check for any conflict of interest.

I check for conflicts of interest based on the info you provided. I also confirm that the patent is in a technology area I am experienced in, and check my workload to confirm I can deliver your report within 8 business days of when work on it begins.

I send you an acceptance email. The email confirms the patent number I have on file from your intake and includes a payment link. The payment goes into the Ogilvie Law Firm Trust Account.

The email also informs you that an engagement agreement will be coming to you in a separate email from the DocuSign site.

After the engagement letter is signed and the payment is made, I will begin work on your project. That’s when the 8 business day delivery clock starts.

I use proprietary AI technology to generate a rough draft of your Check A Patent™ Vulnerability Analysis Report. The rough draft is my internal privileged work product, not the deliverable.

I revise the rough draft, using my 30+ years of experience as a patent attorney (including prosecution, litigation, and transactional experience), my knowledge of how AI works — what it is good at and what it is not good at — and my knowledge of the relevant technology area(s). My review focuses on exploitation: what is actually exploitable about each vulnerability, and why.

When I am satisfied with the revised Check A Patent™ Vulnerability Analysis Report, I email it to you. That final report is your deliverable. It identifies exploitable vulnerabilities found in the patent. At that point, the fee is earned and the payment will be transferred from the Trust Account to the Operating Account. If you cancel before I send you the report, the full amount will be refunded, minus payment processor transaction fees. If a conflict or technology gap arises during the work, I will withdraw and send you a refund, minus payment processor transaction fees.

The delivery email includes a Calendly link for an optional 30-minute follow-up meeting to discuss the findings. The meeting is optional — it is not a required part of the service. The Calendly link is open for 60 days from delivery. The meeting does not extend or reopen the scope of the engagement beyond clarification of the report as delivered.

My website intake form screens requests to check whether the Check A Pursuit™ service is a good fit for your situation. This service is designed for a person or organization that wants a written analysis of implications of AI-use in a patent, application, or prosecution document — to support adversarial strategy in discovery, negotiation, IPR, or litigation.

You do not need to own the patent or application to use this service.

The intake form gathers contact info, the proceeding type, and your document identification — either a patent or application number, or a request for an upload link. It also gathers info I use to check for any conflict of interest.

I check for conflicts of interest based on the info you provided. I also confirm that the document and proceeding type are within the scope of the service, and check my workload to confirm I can deliver your report within 10 business days of when work begins.

I send you an acceptance email. The email confirms the document I have on file and includes: a payment link (payment goes into the Ogilvie Law Firm Trust Account), and notification that an engagement agreement is coming via DocuSign.

If I need you to upload the document, the acceptance email includes a secure EZFileDrop upload link.

The 10 business day delivery clock starts after all three of the following have occurred: the engagement letter is signed, the $4,500 payment is received, and the document is confirmed (either obtained from public records or received via upload).

I run Phase 1 of the analysis — AI-Use Detection — using a proprietary tool that identifies indicia of AI involvement in the submitted document and produces an internal detection memo. That memo is my privileged work product, not a deliverable. AI detection is tailored to the detection of AI in patent applications, patents, or patent office action responses.

I run Phase 2 — Pursuit Report generation — using a proprietary tool that consumes the Phase 1 memo and generates a rough draft of your Check A Pursuit™ Analysis Report. The rough draft covers Seek (discovery or due diligence request guidance) and Leverage (force-choice traps and negotiation bargaining guidance), tailored to your proceeding type. The rough draft is my internal privileged work product, not the deliverable.

I revise the rough draft using my 30+ years of experience as a patent attorney and my knowledge of how AI tools work in the patent drafting and prosecution context. My review focuses on vulnerability categories arising from AI use, such as inventorship, duty of candor, and public disclosure.

When I am satisfied with the revised Check A Pursuit™ Analysis Report, I email it to you. That final report is your deliverable. At that point, the fee is earned and transferred from the Trust Account to the Operating Account. If you cancel before I send you the report, the full amount will be refunded, minus payment processor transaction fees.

The delivery email includes a Calendly link for an optional 30-minute follow-up meeting to discuss the findings. The link is open for 60 days from delivery. The meeting does not extend or reopen the scope of the engagement beyond clarification of the report as delivered.

Check Both™ combines a Check A Patent™ Vulnerability Analysis and a Check A Pursuit™ Analysis under a single engagement and a single engagement letter. Both analyses target the same patent, which is one reason the combined fee is less than purchasing each service separately.

The intake form gathers contact info, the U.S. patent number (used for both analyses), and the proceeding type (for the Pursuit component). It also gathers info I use to check for any conflict of interest.

The intake form gathers contact info and the patent number. It also gathers the proceeding type and conflict-of-interest information.

I check for conflicts of interest against the patent, and confirm that the patent and the proceeding type are within scope.

I send you an acceptance email confirming the patent number, with a payment link and a DocuSign engagement agreement.

The 15 business day delivery clock starts after all three of the following have occurred: the engagement letter is signed, the $6,000 payment is received, and the patent number is confirmed.

I run both analyses in parallel. The Check A Patent™ and Check A Pursuit™ workflows proceed simultaneously — I am not waiting for one to finish before starting the other.

Each report is revised and delivered as it is completed. Either report may arrive before the other — or both may arrive together. Both will be delivered within 15 business days of work beginning.

The delivery email for the second (or simultaneous) report includes a Calendly link for one optional 30-minute follow-up meeting covering both reports. The link is open for 60 days from that delivery. The meeting covers findings from both reports and does not extend or reopen the scope of either engagement.