How to Engage A Patent Lawyer

How to Engage A Patent Lawyer

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Publish Date:
March 20, 2026
Category:
Patent Attorneys
Video License
Standard License
Imported From:
Youtube

This is the RIGHT way to engage a patent lawyer including how to make initial contact with the selected patent lawyer via e-mail and what information to send them along with scheduling an initial consultation and what further information to send the patent lawyer before the initial consultation. Also discusses what to do and what NOT to do in an initial consultation, including what questions to ask, discussing your invention, business plan and any plans for making public disclosures, public uses, offers for sale or approaching investors. The next steps of formalizing engagement with a patent attorney are discussed along with how to start the relationship off right and some suggestions on patent strategy for startups. #patentattorney #patentlawyer #patent #patents #intellectualpropertylaw #patentlaw #inventortutorial #inventions #startup #startups #startupcompany #startupbusiness #startupadvice #startupguide #startuptips #startuptalks

Additional Patent Resources:
- My best-selling book, Patents Demystified: https://amzn.to/2MX5le9
- The top book on licensing your idea or invention: https://amzn.to/3tDLSib (One Simple Idea by Stephen Key)
- When to file a patent application: https://www.dwt.com/blogs/startup-law-blog/2020/08/when-to-file-startup-patent-application
- Is software patentable: https://www.dwt.com/blogs/startup-law-blog/2020/11/how-to-patent-software
- My appearance on CNBC’s “The Profit” with Marcus Lemonis: https://www.cnbc.com/video/2019/11/08/coco-taps-owner-reviews-their-pending-patent-with-marcus-lemonis.html

Gear Used to Make This Video:
Sony ZV1 Camera - https://amzn.to/3I1yNtB
Limo Softbox Lights - https://amzn.to/3jrwd5K
PowerDeWise Microphone - https://amzn.to/3GiI3bl

***** DISCLAIMER: Information in this video is not legal advice and should not be relied on as such. The law can change and the information in this video may be outdated, so you should always consult an attorney regarding your specific issues in view of the current state of the law. ******

00:00 - Intro - How to Engage A Patent Lawyer
00:35 - Patent Attorney Dylan Adams
01:13 - Day-in-the-life of a Patent Lawyer
01:54 - Making Initial Contact
02:49 - Initial E-mail to Patent Lawyer
06:16 - Scheduling The Initial Consultation
06:49 - Information to Provide Before Meeting
08:14 - Conducting the Initial Consultation
09:05 - Questions to Ask
09:58 - Discuss Your Business Plan
10:42 - Discuss Public Disclosures, Uses, Offers for Sale
11:34 - Discuss Plans to Approach Investors
12:33 - Next Steps in Engagement Process
14:44 - What NOT to do in Initial Consultation
15:55 - Don't Insist on Specific Work
17:15 - Filing Too Early Is Bad
18:24 - Provisional Patent Applications are Typically Best
19:43 - Outro