Drafting Patent Counsel Engagement and Disengagement Letters

Structuring Scope of Engagement, Confidentiality, Conflicts of Interest and Other Key Provisions

Recording of a 90-minute CLE webinar with Q&A


Conducted on Thursday, July 27, 2017

Recorded event now available

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Program Materials

This CLE webinar will prepare patent counsel to structure engagement letters and disengagement letters. The panel will highlight the key terms of the engagement and disengagement letter and discuss negotiation strategies.

Description

Engagement letters are important and necessary to keep patent counsel out of trouble. According to the legal malpractice insurer CNA Financial Corp., in 65% of malpractice disputes reviewed, there was no engagement letter. Of the remaining 35%, only 15% involved a solid engagement letter that effectively limited the firm’s liability. Careful negotiation of the agreement is important to protect the parties’ interests.

Among the many issues that should be considered and addressed in engagement letters are: scope, patent services, fee agreement, right to purchase, right to assume responsibility for prosecution, exclusivity, waiver of conflict, severability, modification/waiver, and more. Further, in drafting the agreement, counsel must navigate complex ethical rules and opinions that govern acceptable and unacceptable provisions.

The disengagement letter is also critical. Termination of a relationship can happen for many reasons, but if the client thinks counsel represents them, then counsel does. Practitioners must ensure both the engagement letter and disengagement letter address the scope of the engagement, duties and compensation, confidentiality, and conflicts of interest, among other things.

Listen as our authoritative panel of patent attorneys examines the key provisions of an engagement letter and discusses the importance of a disengagement letter. The panel will offer guidance for structuring and negotiating engagement and disengagement letters.

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Outline

  1. Key provisions in an engagement letter
    1. Scope
    2. Compensation
    3. Rights (both client and firm)
    4. Confidentiality
    5. Waiver of conflict
    6. Indemnification and insurance
    7. Other key provisions
  2. Disengagement letters
  3. Best practices for structuring engagement and disengagement letters

Benefits

The panel will review these and other key issues:

  • Key provisions to be included and negotiated in an engagement letter
  • Key provisions in a disengagement letter
  • Drafting client agreements to proactively avoid client complaints

Faculty

Dr. Angela Foster, Ph.D., Esq.
Dr. Angela Foster, Ph.D., Esq.

Principal
Law Office of Angela Foster

A licensed attorney and scientist, Dr. Foster has over 20 years of combined legal and scientific experience in...  |  Read More

Michael E. McCabe, Jr.
Michael E. McCabe, Jr.

Founder
McCabe Law

Mr. McCabe is a registered patent attorney with 20 years of experience representing foreign and domestic entities and...  |  Read More

Dr. Andrew W. Williams, Ph.D., Esq.
Dr. Andrew W. Williams, Ph.D., Esq.

Partner
McDonnell Boehnen Hulbert & Berghoff

Dr. Williams serves as Chair of the firm's PTAB Trials Practice Group as well as Chair of the firm’s ethics...  |  Read More

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