Start with the legal task
Trademark prosecution
Look for clearance, goods and services, filing basis, specimens, office-action, and maintenance experience.
Patent prosecution
Confirm USPTO registration and ask about the technology, drafting, claims, examiner interviews, and continuation strategy.
Disputes and litigation
Ask who handles pleadings, evidence, discovery, negotiation, hearings, and trial—and in which forum.
Transactions and ownership
Focus on chain of title, assignments, licenses, diligence, representations, and recordation.
Compare candidates on one sheet
| Question | Evidence to request | Warning sign |
|---|---|---|
| Are credentials current? | Official license or registration record | Unclear identity or unverifiable status |
| Who does the work? | Named team and responsibility split | Sales contact cannot explain staffing |
| What does the fee cover? | Written scope, assumptions, stages, and exclusions | Quote cannot be compared or omits later stages |
| How is risk explained? | Alternatives, uncertainties, dependencies, and deadlines | Guaranteed result or pressure to act without facts |
Interview questions
- What would make you recommend a different strategy?
- What facts are still missing, and which are time-sensitive?
- Which parts are handled by partners, associates, agents, or vendors?
- How will changes in scope be approved?
- What work might be needed after this phase?