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IP Discovery Checklist: 12 assets your business already owns

Answer this checklist online and send it directly to the firm. Check every box that describes your business — your answers reach us before your consultation, so the session starts faster and goes further.

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Confidentiality, Attorney Work Product & Copyright

  • Everything you share with PALVA Intellectual Property Law Firm, whether verbally or in writing, is treated as confidential. This includes information communicated through consultations, phone calls, video conferences, emails, website forms, text messages, and documents or materials you provide. PALVA is committed to maintaining client confidentiality in accordance with the Texas Disciplinary Rules of Professional Conduct and the American Bar Association Model Rules of Professional Conduct.
  • This protection extends to prospective clients: information shared before or during a consultation stays confidential even if we never work together.
  • Attorney work product — our notes, research, searches, strategy, analyses, opinions, templates, and drafts prepared for your matter — is privileged, confidential, and protected from disclosure.
  • That same work product is also original authorship protected under the United States Copyright Act (17 U.S.C. § 102). PALVA retains ownership of the copyright in every document, search report, strategy memo, template, and filing draft we create, unless we agree otherwise in writing.
  • As our client, you receive a paid, personal license to use our work product for your own matter — including the filings we prepare on your behalf. Please don't share, publish, resell, or hand our work to another firm or service to reuse, adapt, or file. If you'd like to use it beyond your matter, just ask; we grant permission generously when we're asked.
  • Keeping our work confidential protects you as much as it protects us: your search results, strategy, and unfiled applications lose their advantage the moment they circulate, and privilege can be waived by disclosure to outsiders.
  • No attorney-client relationship is created by this form, an email, a message, a payment, or a consultation. The attorney-client relationship is established only by a signed engagement letter with PALVA.
  • Communications are transmitted over encrypted connections and stored in secure, access-controlled systems available only to the firm.

This checklist is general information, not legal advice, and submitting it does not by itself create an attorney-client relationship.