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Free IP Type Determination Questionnaire Template

Answer questions on originality, function, branding and secrecy to see whether copyright, trademark, patent or trade-secret protection fits best.

4 protection factors
AI report
Live Preview

Quick answer

A set of questions on originality, function, branding and secrecy that points to whether copyright, trademark or patent protection is the closer fit; it narrows options, it does not replace formal IP advice.

Disclaimer: this page and its AI report are for process reference only. They do not constitute legal advice or an opinion on registrability. Consult a qualified IP attorney before filing.

Methodology: factors are a structural adaptation of common IP-type selection heuristics, not an official test; scores are indicative.

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About this template

Creators often know they need to protect something but not which right applies. Copyright covers expression, trademark covers brand, patent covers inventions and trade secret covers confidential know-how. This questionnaire scores your asset against those dimensions and suggests the most likely fit, then produces an AI report to bring to an IP attorney.

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Live Preview

Sample form and AI report preview (live - fill it in to generate the report).

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Fill it in to see how responses flow.
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Sample AI report comparing protection fit per type, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Four protection factors

Originality, function, brand value and secrecy.

2

Protection-fit comparison

Copyright, trademark, patent and trade secret side by side.

3

Personalized AI report

A printable PDF explaining the suggested fit.

4

AI consultant chat

A QR on the report opens follow-up questions.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and name the asset you want to protect.

2

Describe the asset

Rate originality, function, brand value and secrecy 1–5.

3

Generate the report

Auto-score and produce a protection-fit AI PDF.

4

Confirm with an IP attorney

Scan the QR to discuss the shortlist before filing.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Founders and inventors

Know which right to ask about before spending on filings.

2

Creators

Understand copyright vs trademark vs patent in plain terms.

3

IP attorneys

Give clients a structured intake before a consultation.

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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 adds scoring and a personalized report per respondent.

  1. Is the asset a creative expression? (1–5)
  2. Does it identify the source of goods or services? (1–5)
  3. Is it a functional invention or process? (1–5)
  4. Is it valuable mainly because it is kept secret? (1–5)
  5. Has it already been publicly disclosed? (choice)
  6. What are you hoping to protect? (open)
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Frequently Asked Questions

How do I know if my idea needs copyright, trademark, patent or trade secret?
Each protects something different — expression, brand, invention or confidential know-how. This questionnaire scores your asset against those dimensions and suggests the most likely fit.
Is the suggested IP type definitive?
No. Many assets qualify for several types. This is an indicative starting point to discuss with an IP attorney, not a filing decision.
What does the AI report show?
A printable PDF comparing how well each protection type fits your asset and what to confirm with counsel.
Is there an AI consultant?
Yes. A QR on the report opens an AI consultant chat about protection options.
Can I adjust the dimensions?
Yes. Rename, add or remove factors to match what you are protecting.
Is it free to use?
Yes. Copy it into your FormLM workspace and reuse it for every asset.

Find the right kind of IP protection

Copy it, score the asset and get an AI report — free to start.