Intellectual Property Assessment Package

Make Sure What You've Built Is Protected

Your company's intellectual property can be one of its most valuable assets - but protecting IP involves more than filing trademarks or patents.

As your company grows, intellectual property can be created by founders, employees, contractors, developers, agencies and other third parties. Your products may also incorporate or rely on third-party software, technology, APIs, content, data or other intellectual property subject to someone else's terms.

That can create important questions: Does the company own what it has built? Does it have the rights it needs to use what it relies on? And is it adequately protecting the brands it is building?

Meyer Law's IP Risk Assessment gives you an attorney-led review of your company's intellectual property foundation. We'll review key IP-related agreements and third-party terms, evaluate your existing trademark portfolio and identify potential gaps or issues that may warrant attention as your business grows.

Who This Assessment Is For

This assessment is a great fit for companies that:

• Have developed valuable technology, content, brands or other proprietary assets
• Have employees, contractors, developers, consultants or agencies creating intellectual property
• Aren't sure whether the company has appropriate IP ownership and assignment provisions in place
• Incorporate or rely on third-party software, APIs, technology, content or data in their products or services
• Have entered into licensing or other agreements involving intellectual property
• Have trademarks but aren't sure whether their current portfolio adequately protects their brands
• Have added new products, services, brand names or logos since their original trademark filings
• Haven't conducted a legal review of their IP foundation recently
• Are preparing for fundraising, M&A or another diligence process
• Want to identify potential IP gaps before they become larger problems

What's Included

Up to 30-Minute Initial Consultation
We'll discuss your business, products and services, important intellectual property, how your IP was created, the people and third parties involved in developing it, third-party technology or other materials your business relies on and your key brands.

IP Ownership + Agreement Review
We'll review key agreements and documentation relating to the creation, ownership, use and protection of your company's intellectual property.

Depending on your business, this may include:

• Founder IP assignments
• Employee confidentiality and IP agreements
• Independent contractor and consultant agreements
• Developer and software development agreements
• Agreements with designers, agencies and other third parties creating IP for the company
• Work-for-hire and IP assignment provisions
• Confidentiality agreements
• Licensing agreements
• Other agreements affecting the creation, ownership, use or protection of company IP

We'll look for potential gaps involving ownership, assignment, licensing, confidentiality and other provisions that may affect your company's rights in the intellectual property it has created or acquired.

Third-Party IP + Product Terms Review
Many companies rely on intellectual property they don't own. Where applicable, we'll review priority agreements or terms governing third-party intellectual property incorporated into, integrated with or otherwise important to your company's products or services.

This may include terms relating to:

• Third-party software and technology
• APIs and integrations
• Licensed content
• Data and data sources
• Technology platforms and tools
• Other third-party intellectual property used in or with your products or services

We'll look for material restrictions or issues that may affect how your company can use the applicable third-party intellectual property, including relevant licensing, commercial-use, modification, sublicensing, redistribution or other usage restrictions.

Trademark + Brand Protection Review
We'll review your existing trademark portfolio in the context of the brands, products and services your company currently uses.

This may include:

• Existing trademark applications and registrations
• Company and primary brand names
• Product and service names
• Logos and other important brand assets
• Gaps between the brands you're using and the marks you've protected
• Opportunities to strengthen or expand your trademark portfolio

We'll discuss whether additional trademark or brand protection may warrant consideration as your business grows.

Up to 5 Hours of Attorney Review
The package includes up to five hours of attorney review across your IP-related agreements, third-party terms and trademark portfolio.

We'll work with you to prioritize the agreements, intellectual property and brand assets most important to your business within the included review time.

Up to 30-Minute Findings Consultation
We'll walk you through our findings, explain potential gaps or issues we've identified, answer your questions and discuss recommendations and potential next steps.

How It Works

Step 1: Purchase + Schedule
Purchase the assessment and schedule your initial consultation.

Step 2: Tell Us What You've Built
We'll learn about your company's intellectual property, who created it, third-party technology or IP your business relies on, your key brands and your current protection strategy.

Step 3: Provide Your Documents
You'll provide the priority IP-related agreements, third-party terms, trademark records and other documentation relevant to our review.

Step 4: We Review
Our attorneys review the priority materials for up to five hours to identify potential ownership, licensing, usage and brand-protection gaps.

Step 5: Review the Findings Together
We'll meet for up to 30 minutes to walk through what we found, answer your questions and discuss recommendations and potential next steps.

Frequently Asked Questions

What are you looking for in our IP agreements?

We're looking at whether key agreements appropriately address the creation, ownership, assignment, licensing, confidentiality and protection of intellectual property and whether there are apparent gaps that may warrant attention.

Do you review agreements with employees and contractors?

Yes. Depending on your business, we may review agreements with founders, employees, independent contractors, consultants, developers, agencies and other parties who create or contribute to intellectual property for your company.

What do you review regarding third-party technology or intellectual property?

If your product or service incorporates or relies on important third-party software, APIs, content, data or other intellectual property, we can review priority agreements or terms within the package scope to identify material restrictions or issues affecting your company's intended use.

Does this include an open-source software or technical code audit?

No. We review the legal agreements and terms identified and provided to us. Technical code reviews, software dependency scans and comprehensive open-source software audits are not included.

What does the trademark review include?

We'll review your existing trademark applications and registrations against the key brands, products and services you identify and discuss potential gaps or opportunities for additional brand protection.

Will you conduct trademark clearance searches?

No. Comprehensive trademark clearance searches are not included. If we recommend protecting an additional mark, Meyer Law's Trademark Search + Application Package is available separately.

Will you draft missing IP assignments or agreements?

No. This package focuses on assessment. If we identify missing or inadequate agreements, assignments or other documentation, Meyer Law can separately help address those issues.

Will you file new trademark applications?

No. Trademark filings are not included. We'll identify potential opportunities for additional brand protection, and you can decide whether you'd like Meyer Law to handle those filings separately.

Does this include patent analysis?

No.

Does this confirm that the company owns all of its intellectual property?

No. The assessment can identify apparent ownership or documentation gaps based on the information and materials provided. It is not an exhaustive chain-of-title investigation or formal ownership opinion.

What if our IP portfolio requires more than five hours to review?

We'll prioritize the agreements, third-party terms and brand assets most important to your business within the included review time. If additional review would be valuable, we'll let you know before performing work outside the package scope.

How long does it take?

Most IP Risk Assessments are completed within 1–3 weeks after the initial consultation and receipt of the documents and information we need.

What Our Clients Say

“The lawyers at Meyer Law are a refreshing change from the lawyers we have worked with in the past. Not only are they responsive, fast and sharp legal minds, but they also take a genuine and tangible interest in the growth and success of our company.”

— SVP of Finance + Operations, PandaDoc Inc.

Make Sure Your IP Protection Has Kept Up With Your Business

Understand whether your company owns what it's built, has the rights it needs for the third-party IP it relies on and is appropriately protecting its brands.

Get Started today!