How do you handle the issue of confidentiality?

We respect the concept of attorney client privilege.  While we are not bound to the same rules of ethics as attorneys, we are willing to execute any necessary confidentiality agreements in order to assuage a clients fear of disclosing too much information.

We are currently working with a number of the largest IP firms in the nation and have done repeat business with many of them.  We are willing to provide numerous references that will attest to this fact.  This is a tribute to level of respect we have for our clients and a sign of trust that has been developed over the years.

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How much information do you need in order to get started?

We are willing to base our search and provide expert referrals with as much or as little information as our clients provide.  Obviously with information such as patent numbers, adverse parties, etc. our initial response will be that much better.

When contacting potential experts we will prescreen that expert for potential conflicts of interest based on the information provided by our clients.  Obviously it does no one any good to have the adverse parties expert proposed for a case that they are currently on.  We will not provide our experts with our clients name, phone number or email address until we receive express authorization from our clients to do so.

Our referrals are provided in a number of ways.  We will usually email our referrals with the expert's curriculum vitae and fee schedule attached as an Adobe PDF file if the need is immediate.  If time is not of the essence then we will compile a binder of potential candidates and forward this via FedEx to our client's location and provide them with the opportunity to disseminate the information at their convenience.  We can even arrange to hand deliver a binder and are willing to sit down face to face with our clients to discuss any number of experts past experience and credentials.

Unless informed otherwise we will have our client initiate contact with the potential expert.  Obviously, we will inform our experts of our clients initial interest so that there is no surprise when they do contact them but in this way our clients can perform their own conflict and reference checks.

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