Preparation and verification of all standard USPTO and PCT patent forms, including Inventor Declarations (AIA/01), Powers of Attorney (AIA/82), Micro Entity Certifications, and Assignment recordings. The practical purpose of this service is to prepare administrative forms and supporting records for a patent matter. IP operations work depends on accurate source documents, dates, matter identifiers, responsible parties, and the procedural requirements of the relevant office.
When this service is useful
The service can be used before a filing, during prosecution, as part of a product or brand decision, during a transaction, or when a dispute requires a well-organized technical record. The right depth depends on the question being asked. A focused assignment is generally more useful than a broad request that does not identify the decision, jurisdiction, date range, or evidence that matters.
Scope and review approach
The work starts by defining the subject matter and the boundaries of the assignment. For research matters, this normally includes relevant dates, jurisdictions, entities, technical terminology, classification concepts, and known references. For operational matters, it includes the matter record, source correspondence, procedural event, deadline rule, and required output. Findings are separated from assumptions so that the final material can be reviewed by counsel or the responsible business team.
What is examined
Assignment Recording Submission
Recording assignments with the USPTO Assignment Recordation Branch with verified chain of title.
How the work is structured
01. Inventor & Entity Verification. Confirm inventor legal names, citizenship, and assignee corporate status.
Typical deliverables
- Inventor Declaration Documents (AIA/01)
- Assignment Recording Cover Sheets (PTO-1595)
- Power of Attorney Forms (AIA/82)
- Micro Entity Status Certifications (SB/15A)
Where it is commonly used
Corporate Entity IP Transfers — Corporate Secretaries & Paralegals. Seamlessly record multi-patent assignment transactions with reduced recording errors.
Useful starting material may include the invention disclosure, claims, product specifications, prosecution history, trademark specimen, portfolio export, official correspondence, target jurisdictions, priority dates, known references, or a specific list of questions. If some information is missing, the scope should identify that limitation instead of filling gaps with assumptions.
Important review point
Research and operational support are decision-support services. They do not replace legal advice, a patentability or validity opinion, an infringement opinion, a trademark clearance opinion, or an official determination by a government office. Patent and trademark rights can depend on claim construction, evidence, procedural history, local law, and facts that may change over time. The final work should therefore be reviewed by the attorney or other qualified professional responsible for the matter.
Frequently asked questions
What happens if an inventor is unavailable to sign a declaration?
We prepare Substitute Statements (AIA/02) pursuant to 37 C.F.R. 1.64 with documented diligent search efforts.
