Creating an IP Due Diligence Checklist
An IP due diligence checklist is an organized collection of documents and information used to evaluate the intellectual property owned by a company or individual. It helps potential buyers, investors, or partners understand what IP assets are available for them to leverage. It can also be used by law firms, patent agents, and attorneys to ensure everything is properly documented.
When creating an IP due diligence checklist, it is important to include all existing information related to any pending trademarks, copyrights, patents, and other related IP assets. This includes records of license and registration, as well as any associated agreements. It is also important to include any prior IP and legal disputes, as well as prior marketing materials including branding elements such as logos.
At File Request Pro, we offer our own customizable IP due diligence checklist template so you can quickly and easily create your own. Our software allows you to customize the template to fit your specific needs, and you can even white-label and sync with Google Drive, SharePoint, Dropbox, and more. Plus, you can take advantage of unlimited entries and automated emails.
Frequently Asked Questions
- What is the purpose of an IP Due Diligence Checklist? The purpose of an IP Due Diligence Checklist is to ensure that proper steps are taken when engaging in any activity related to intellectual property. This includes research, filing and protecting IP, negotiations, and enforcement activities.
- When should I use an IP Due Diligence Checklist? An IP Due Diligence Checklist should be used before starting any activity related to intellectual property. It serves as a tool to ensure that all important steps are being taken to protect your rights.
- What should I include in my IP Due Diligence Checklist? Your IP Due Diligence Checklist should include pertinent information on the type of intellectual property you are dealing with, such as patents, trademarks, copyrights, or trade secrets. Additionally, it should include steps like researching the marketplace, understanding applicable laws, negotiating agreements, filing documents, and monitoring for infringements.
Make it uniquely yours
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
Learn more about branding your document collection process.
Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
Find out more about conditional logic.
Use multiple pages for longer or complex forms. Clients click through using clear call to action buttons, so they see only a few questions at once. Conditional logic can be applied to pages as well as individual questions.
Read more about the flexible upload-page layouts.
Make life easy with integrations
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
Learn about our integrations.
The easiest way to offer a secure upload service that your clients will love.
Start Free Trial
15 Days Trial - No Credit Card Required