How to use this checklist
This checklist helps organize opposition, cancellation, answer, discovery, and settlement dates. It is not a substitute for counsel, but it can make a consultation more focused.
- Write down known deadlines first.
- Identify the owner and asset.
- Save official records and supporting evidence.
- Separate facts from assumptions.
Checklist items
Add custom notes for the specific trademark, patent, business, or dispute.
- Owner name and entity records.
- Filing, launch, use, sale, disclosure, and publication dates.
- Documents, screenshots, drawings, specimens, and correspondence.
- Questions about fees, timing, confidentiality, and next steps.
After finishing
Use the completed checklist to decide what is urgent and what can wait for broader planning.
- Preserve documents.
- Avoid missing official deadlines.
- Confirm professional intake terms before sharing confidential details.
Related Reading
IP ChecklistsShort worksheets for filings, disputes, deadlines, and ownership records.Lawyer Consultation PrepQuestions and files to prepare before speaking with IP counsel.Trademark Law BasicsNames, logos, specimens, filing basis, office actions, and enforcement.Patent Law BasicsProvisional, nonprovisional, design, utility, claims, and examination questions.
Reference Sources
Use official intellectual property resources as a starting point, then speak with a licensed lawyer or registered patent practitioner about the specific facts.