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Starting an IP Practice_Starting an IP Practice 8/2/12 3:50 PM Page iii

Contents

About the Author ............................................................................ vii


About the Editor.............................................................................. ix
Contributor Contact Information .................................................. xi
Introduction and Acknowledgments............................................. xiii

CHAPTER 1
Starting Your Own IP Law Practice
What Questions Should You Ask (Yourself and Others)? 1

I. Introduction.............................................................................. 1
II. Getting Started ......................................................................... 2
III. Space, Equipment, and Staff................................................... 5
IV. Clients........................................................................................ 8
V. Fees, Practices, and Procedures............................................ 10
VI. Managing the Practice, Office, Staff, and Benefits .............. 12
VII. Miscellaneous Issues............................................................... 12

CHAPTER 2
Case Study 1Solo Patent Practitioner 15

I. Introduction.............................................................................. 15
II. Getting Started ......................................................................... 16
III. Space, Equipment, and Staff................................................... 19
IV. Clients........................................................................................ 21
V. Fees, Practices, and Procedures............................................ 23
VI. Managing the Practice, Office, Staff, and Benefits .............. 25
VII. Miscellaneous Issues............................................................... 25

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CHAPTER 3
Case Study 2Two-Person/Two-Office Patent Practice 27

I. Introduction.............................................................................. 27
II. Getting Started ......................................................................... 27
III. Space, Equipment, and Staff................................................... 29
IV. Clients........................................................................................ 31
V. Fees, Practices, and Procedures............................................ 32
VI. Managing the Practice, Office, Staff, and Benefits .............. 33
VII. Miscellaneous Issues............................................................... 34

CHAPTER 4
Case Study 3Small Firm Patent Practice
(Three Practitioners) 35

I. Introduction.............................................................................. 35
II. Getting Started ......................................................................... 35
III. Space, Equipment, and Staff................................................... 37
IV. Clients........................................................................................ 39
V. Fees, Practices, and Procedures............................................ 40
VI. Managing the Practice, Office, Staff, and Benefits .............. 41
VII. Miscellaneous Issues............................................................... 42

CHAPTER 5
Case Study 4Small Paperless Patent Firm 43

I. Introduction.............................................................................. 43
II. Getting Started ......................................................................... 43
III. Space, Equipment, and Staff................................................... 46
IV. Clients........................................................................................ 49
V. Fees, Practices, and Procedures............................................ 49
VI. Managing the Practice, Office, Staff, and Benefits .............. 50
VII. Miscellaneous Issues............................................................... 50

CHAPTER 6
Case Study 5Small Trademark Practice 51

I. Introduction.............................................................................. 51
II. Getting Started ......................................................................... 51
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III. Space, Equipment, and Staff................................................... 53


IV. Clients........................................................................................ 54
V. Fees, Practices, and Procedures............................................ 55
VI. Managing the Practice, Office, Staff, and Benefits .............. 55
VII. Miscellaneous Issues............................................................... 56

CHAPTER 7
Case Study 6IP Practice in General Law Firm 59

I. Introduction.............................................................................. 59
II. Getting Started ......................................................................... 59
III. Space, Equipment, and Staff................................................... 60
IV. Clients........................................................................................ 61
V. Fees, Practices, and Procedures............................................ 62
VI. Managing the Practice, Office, Staff, and Benefits .............. 62
VII. Miscellaneous Issues............................................................... 63

CHAPTER 8
Case Study 7Ten-Plus Practitioner Patent
Prosecution Firm 65

I. Introduction.............................................................................. 65
II. Getting Started ......................................................................... 65
III. Space, Equipment, and Staff................................................... 69
IV. Clients........................................................................................ 71
V. Fees, Practices, and Procedures............................................ 73
VI. Managing the Practice, Office, Staff, and Benefits .............. 75
VII. Miscellaneous Issues............................................................... 77

CHAPTER 9
Case Study 8In-House IP Practice 79

I. Introduction.............................................................................. 79
II. Getting Started ......................................................................... 79
III. Space, Equipment, and Staff................................................... 80
IV. Clients........................................................................................ 83
V. Fees, Practices, and Procedures............................................ 84
VI. Managing the Practice, Office, Staff, and Benefits .............. 87
VII. Miscellaneous Issues............................................................... 87
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CHAPTER 10
Conflicts and Liability in an IP Practice 89

I. Choice of Law........................................................................... 90
II. Adversity and Material Limitations as
Ethical Boundaries for Current Clients................................. 95
III. Adversity and Liability Arising from Concurrent
Representations in Patent Prosecution ................................ 97
IV. Adversity in Opinion Practice................................................ 104
V. Adversity in Patent Litigation ................................................ 105
VI. What to Do................................................................................ 109
VII. Former Clients Conflicts ......................................................... 118

Appendix A. Interview Questions................................................. 123


Appendix B. Checklist for Starting an Intellectual
Property Law Practice .............................................................. 129
Appendix C. Index of Services ...................................................... 143

Index.................................................................................................. 145