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Free IP Consultation Form Template

Register an IP enquiry — asset type, status and goal — so an IP attorney can prepare for a consultation on trademarks, patents, copyright or trade secrets.

~6 min to complete
asset & goal
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Quick answer

Registers the IP asset, its status and the owner's goal so a trademarks, patents or copyright attorney can prepare a genuinely useful consultation.

Disclaimer: this page is for process reference only and is not legal advice. IP registrability and strategy depend on jurisdiction; consult a qualified IP attorney.

Methodology: fields follow common IP consultation intake; adapt to your practice and jurisdictions.

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About this template

An IP consultation is more useful when the attorney knows the asset and aim beforehand. This registration form captures the type of IP, its current status and the goal — filing, licensing or enforcement — so the consultation focuses on the right strategy from the first minute.

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Live Preview

Sample form preview (live - fill it in to see responses).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

IP asset type

Trademark, patent, copyright or secret.

2

Current status

Created, filed, registered or at risk.

3

Goal

Protect, license or enforce.

4

Contact & sector

Who to reach and the industry.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it for your IP consultation intake.

2

Client registers

They enter asset, status and goal.

3

Attorney prepares

Research prior filings and routes.

4

Advise at meeting

Discuss strategy from the start.

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Who Is This For

Pick your role — see how it fits your workflow.

1

IP attorneys

Enter consultations briefed.

2

Inventors and brands

Describe an asset clearly.

3

Firms

Triage IP enquiries consistently.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. What kind of IP is this about? (trademark / patent / copyright / trade secret)
  2. Describe the asset briefly (open)
  3. Current status — created, filed or registered? (choice)
  4. What do you want to do? (protect / license / enforce)
  5. Which industries or markets are involved?
  6. Your contact details
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Frequently Asked Questions

How is this different from an IP type determination?
Determination helps identify which IP right may apply; this registration collects the enquiry details so an attorney can prepare for a consultation.
Can it cover multiple assets?
Yes — you can register several enquiries, each as a submission.
Do I need a trademark search first?
Not for registering; the attorney can research prior marks after you submit.
Is it free to reuse?
Yes. Copy it into your FormLM workspace for each enquiry.
Is my idea confidential?
It collects in the firm's private workspace; still, use your own NDAs where needed.
Why register before a consultation?
Knowing the asset and goal lets the attorney prepare, making the meeting far more productive.

Make IP consultations count from minute one

Copy it, register the enquiry and prepare — free.