A foundation for IP
When Robert J Sayre set up Modern Times Legal (MX Legal) in 2006, IP boutiques were facing a period of intense competition from full-service law firms looking to muscle in the market. Many experts predicted that IP boutiques would be forced to merge with large general practice firms or enter into alliances with other boutiques in order to stay competitive. Instead, almost the reverse has become true.
‘We’re entering a new wave for patent practice,’ explains Bob. ‘The market has opened up considerably, allowing smaller firms like MX Legal to soak up the type of work that large firms may not be as prepared to do. It’s also a period of intense uncertainty, due to current debates in the US around the future of patent legislation, which makes the ability to be fast-moving paramount.’
For a general practice firm that deals in multi million dollar litigation cases, the tens of thousands of fees generated by patent prosecution cases is, in comparison, relatively small fry. ‘That raises the need for smaller specialists, who are tailored to provide better client service in this area,’ says Bob. ‘But it is also driven by the demands of the clients: billing rates have skyrocketed in larger firms, and clients are beginning to question theses charges, particularly those associated with administrative functions, such as docketing,’
Tailoring to fit
‘One of the most enjoyable aspects of moving from a larger firm to set up my own has been the opportunity to model processes to fit client demands, but also to adapt to the changing face of the IP industry,’ says Bob. ‘The last few years have seen a step change in the way that IP is managed, as software systems become increasingly sophisticated and clients turn to e-mail and the Internet to communicated and interact. Gone are the days when an attorney needs to “express mail” all of its client correspondence; today, I can just PDF and upload. It’s so much more efficient.
‘Larger firms are much more risk-adverse and tend to shy away from making changes to established styles of workings. As a smaller operation, it’s much easier to adapt,’ says Bob, who cites the USPTO’s move to e-filing in 2006 as a key moment in his decision to open up his own firm.
The move towards a paperless system benefits all concerned,’ he adds. It allows patent and trademark offices to reduce the administrative headache involved in processing applications; it allows clients to keep a virtual tab on all their cases and case histories; and, importantly, it allows small law firms, such as MX Legal, to manage a very lean operation, so long as they have an appropriate IP management system in place.
‘My goal is to focus on great lawyering; it’s not to nickel and dime my clients for every photocopy or fax I send,’ he adds. For Bob, it’s all part of being transparent and consistent in the service provided to clients. ‘That’s why I needed an online docketing system that I could share with clients. Information didn’t just have to be up-to-date, it had to be readily available for download. After all, what’s the point of a clients paying for my time to search out a paper file when they could just as well access it online? Clients want transparency of data, so why not give it to them?
| ‘I saw that FoundationIP’s docketing system could become the very linchpin of my patent prosecution service.’ - Robert J Sayer |
Choosing the right system
‘In a typical law firm, you need to employ someone specifically to do docketing,’ says Bob. ‘But what happens if they are ill or leave? It makes much more business sense to outsource such functions to specialists. Similarly, I don’t need to employ someone to manage the IT involved with operating the software: it’s all backed up and supported by CPA.
‘FoundationIP took me a couple of months and a few training sessions to master. Now I can do all of it myself. That not only keeps the overheads down, it also means that I can operate my business like a virtual office.’ That came in handy when Bob was presented with the opportunity of participating in a WIPO patent-drafting programme for developing countries in Zimbabwe in September 2007. ‘I had serious reservations about leaving my fledgling practice and my clients for a week and a half, but technology has evolved to such a level that even in Zimbabwe you’re never that far from an Internet connection,’ he says. ‘It’s at times like that when I really appreciate FoundationIP. I could stay in touch with my clients by e-mail, access the USPTO electronic database and continue my work as normal using FoundationIP – all from the other side of the world.
‘It was a fantastic experience and I’m so glad I was able to participate,’ says Bob. ‘It really inspired me – and helped me to see our own patent system in a different way. The US patent law has stagnated due to the demands of conflicting lobbyists; my time in Africa helped put that back into perspective and showed how IP, managed right, could promote progress and build economies. That’s why strong patent rights are critical, and yet legislation that’s currently in Congress could weaken them in the US.’
Bob also highlights how hostile he thinks the current patent office is to inventors. ‘They want to reduce their backlog, which absolutely makes sense, but they have chosen to do it by pushing work, such as prior art searches, on to applicants. It’s a lot of pressure for large companies, not to mention the lone inventor. Everyone is anxious for the new administration,’ he says.
DEVELOPING SKILLS OVERSEAS
Lack of patent drafting skills prevent inventors in developing countries from fully benefiting from IP protection systems, which is why it is so important to pass on the requisite skills. In 2007, WIPO’s Intellectual Property and New Technology Division organised six patent drafting workshops worldwide to do just that. These intensive two-week programmes were organised in collaboration with national governments and designed to teach local inventors and scientists the technical skills needed to prepare and file patent applications in the territory. Modern Times Legal’s Robert J Sayre participated in one such programme in Zimbabwe in 2007. If you would like to find out more about the programme or how to participate in future workshops, visit www.wipo.int.
This article first appeared in IP Review, issue 22