Non-Provisional Patent Application

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Industry: Professional Services – Data Management Firm


Project Overview
A data management company’s paper to digital conversion service has taken off.  Faced with the internal need to create a predictive pricing model, the company’s COO invented a hand held device equipped with a weight sensor and powered by an algorithm to assist sales reps with onsite estimation within +/-5% accuracy.  Realizing the proprietary nature of this new tool, the COO’s Attorney advised him to file a utility patent with the United States Patent & Trademark Office (USPTO).  Although the COO had already drawn several detailed sketches of the design, he needed help with the actual documentation required for a non-provisional utility patent application.


Process Work Scope
The COO’s Patent Attorney suggested he hire me to assist with the meticulous documentation required to describe how the invention works.  After carefully studying the inventor’s sketches, I requested that I test the device’s prototype.  Once I understood the device’s design, I then requested that I shadow at least five different salespeople during mock appointments.  I observed and recorded each person’s use of the tool and looked for potential deviations.

Next, I recorded example calculations to show how the device’s mathematical algorithm worked.  Afterwards, I summarized the overall stages of the device’s use in the form of a flowchart where the progression to each stage is accompanied by a number.  I then wrote, in text, the calculations and activities associated with each number in paragraph form in accordance with USPTO guidelines.  This became the body of the non-provisional application and all other diagrams, sketches and calculations were each given a specific numbered figure for cross-referencing purposes.


When I completed the draft of my portion of the application, the COO then submitted it to the Patent Attorney for review.  After inserting the Attorney’s suggested additional points for clarification, she officially filed the COO’s non-provisional utility patent application with the USPTO.  This enabled the COO to create additional hand held devices and emboss each with the label, “patent pending.”  The device became such a hit amongst his company’s staff that he and the CEO began discussing a potential new business to build, inventory and sell the device direct to commercial consumers.


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