ENGAGEMENT LETTER FOR PRIOR ART SEARCH & INVENTOR-GUIDED PROVISIONAL PATENT SERVICES

Client Name: {{name}}
Email: {{email}}
Date: {{date}}
Re: Engagement for Intellectual Property Legal Services

Service Selected: {{ServiceType}}
Document ID: {{Document ID}}

1. Purpose of Engagement

Thank you for engaging Gr8BigIdeas LLC (“we” or “the firm”) to assist you with intellectual property services.

This Engagement Letter (“Agreement”) outlines the scope, responsibilities, fees, and terms governing our relationship.

This Agreement covers the specific service(s) selected at checkout.

2. Scope of Engagement (Service(s) You Selected)

This Agreement applies only to the service(s) selected. Only the relevant subsections apply.

A. Provisional Patent Preparation & Filing (If Selected)

Includes preparation and filing of a U.S. provisional patent application using automated drafting tools and a limited, non-substantive review.

1. Automated Draft Generation
   Information you submit may be processed using automated document-generation tools to create a draft based solely on the details provided.
2. Inventor Responsibility for Accuracy & Completeness
   You are responsible for reviewing the draft to ensure accuracy, completeness, and sufficiency. Any omissions require filing a new application.
3. Limited Review & Filing
   A USPTO Registered Patent Agent (H. Brock Kolls) will conduct a non-substantive review to confirm formatting, required sections, and suitability for filing.
4. Post-Filing Monitoring
   We may provide courtesy reminders regarding typical 12-month deadlines.

B. Prior Art Search & Summary Report (If Selected)

Includes a search of patents, published applications, and select literature, plus a summary identifying potentially relevant references.

Limitations: This is informational only and does not include patentability opinions, infringement analysis, or exhaustive searching.

3. Fees and Payment

Fees depend on the service(s) selected:

Provisional Application: $299 + *USPTO fees (billed separately)
Prior Art Search: $150 *A 150 credit will be applied toward a future Non-Provisional Patent Application on the same invention.

*USPTO fees vary by entity status (large, small, or micro entity) and will be billed separately prior to filing. All fees must be paid before work begins.

4. Services NOT Included (Separate Engagement Required)

The following are not included within this Engagement and require a separate agreement:

1. Non-Provisional Patent Applications
2. Design Patent Applications
3. Office Actions or USPTO Correspondence
4. Patentability Opinions
5. Substantive Editing, Claim Strategy, or Invention Development
6. Litigation or Licensing Services

5. Confidentiality and Data Handling

We treat all information you provide as confidential and protect it under applicable professional rules. During the course of providing services, your information may be stored or processed using secure third-party platforms, including cloud-based systems and workflow automation tools. These systems assist with document generation, communication, and file management.

We take commercially reasonable steps to protect your information; however, no electronic system can be guaranteed to be completely risk-free. By accepting this Agreement, you consent to the use of such secure third-party systems for storing, processing, and transmitting your information as needed to perform the services described.

We will not disclose your information to any third party except (a) as required to perform the services outlined in this Agreement, (b) as required by law or court order, or (c) with your express consent.

6. Practitioner–Client Privilege

Your information is protected by practitioner–client privilege, subject to applicable rules and ethical obligations. We may be required to disclose information if it involves crime, fraud, imminent harm, or lawful orders by a court or regulatory authority.

7. Your Responsibilities

You agree to provide accurate and complete information, review drafts in a timely manner, approve documents before filing, pay fees when due, and respond promptly to reasonable requests for information.

8. No Guarantee of Outcome

We do not and cannot guarantee patentability, issuance of any patent, favorable examination outcomes, or commercial success of your invention. Any discussions regarding potential outcomes are opinions only and not guarantees.

9. Termination

Either party may terminate this Agreement in writing at any time. You remain responsible for payment of all fees and costs incurred for work performed prior to termination. We may withdraw from the representation for good cause, consistent with applicable professional rules.

10. Communication Methods

You consent to communication via email, phone, text, and electronic document transfer for the purpose of providing the services under this Agreement. You agree to notify us if your contact information changes.

11. Electronic Signature & Acceptance

By submitting acceptance via our online form (including checking an “I Agree” box, typing your name, or otherwise affirmatively indicating consent), you acknowledge that you have read, understood, and agree to be bound by the terms of this Agreement. You agree that such electronic acceptance constitutes your legal signature.

12. Arbitration

Any dispute arising out of or relating to this Agreement that we are unable to resolve amicably may be submitted to binding arbitration administered by the American Arbitration Association (AAA). You understand that by agreeing to arbitration, you are waiving the right to a jury trial in court.

13. Choice of Law

This Agreement and all related matters are governed by, and construed in accordance with, the laws of the State of Georgia, without giving effect to its conflict of law principles. Any arbitration or, if permitted, court proceedings will occur in Georgia.

14. Entire Agreement

This Agreement constitutes the entire understanding between you and Gr8BigIdeas LLC with respect to the subject matter hereof and supersedes all prior or contemporaneous agreements, whether written or oral. Any amendments or modifications must be in writing and accepted by both parties, which may include digital or electronic acceptance.