Details, Mistakes & Cures in IP Law
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Transcript of Details, Mistakes & Cures in IP Law
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Details, Mistakes & Cures in
IP Law Practice
Richard P. Beem BEEM PATENT LAW FIRM
www.BeemLaw.com
Chicago USA
Illinois Paralegal AssociationFall Education ConferenceNovember 20, 2014
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My Mentor, Judge Edward S. SmithU.S. Court of Appeals for the Federal Circuit
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Are they honest?
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Judge Smith’s Two Rules
1. Confidentiality
2. Mistakes
And a third…
3. Somebody (this might be you) should always know where to find everyone and everything
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Goal is Zero Defects
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We All Make Mistakes
• Recognize
• Raise
• Remedy
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Three R’s
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Illinois Rules of Professional Conduct
RULE 1.4: COMMUNICATION
(a) A lawyer shall:
* * *
(3) keep the client reasonably informed about the status of the matter;
* * *
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Dumpster Dive 1
• Lawyer loses file –thinks it’s out the window
• Sees dumpster below and goes for a dive
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Four Ways to Deal with Mistake
1. Ostrich approach
2. Hide or deny it
3. Say it was someone else’s mistake
4. Apologize on behalf of firm & fix it
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Failure to Pay Issue Fee
• Phone calls (to straighten out important details) don’t suspend due dates
• Written action/payment is required
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Close counts, in horseshoes
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A Client Named Howard
• Lawyer writes letter to Howard
• Assistant finalizes and sends letter and goes home
• Howard calls lawyer: “Is this some kind of Freudian slip?”
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Watch out for spell check
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Prevention
• Last look / print
• Read aloud
• Recheck names, dates, serial numbers, docket numbers
• Docketing
• Send and document reminders
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Correspondence
• More on last look –
– Content
– Attachments
• Will it make sense to reader?
• Is all pertinent information included?
• Match addressee and salutation
• Check headers on all pages
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TRAIN FIRM
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Dumpster Dive 2
• Lawyer prepares boxes of documents to produce in litigation
• Staff thinks they are trash and throws them out
• Lawyer traces boxes to recycling center
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Names
• Dale Carnegie said, “A person’s name is the sweetest sound.”
• Use names, get them right, and spell them right.
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Which is correct?
HON Technology Inc.or
Hon Technology, Inc.
(ca. 2000)
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Names (cont.)
• Name misspelled on printed name tag at conference
• How should staff respond?
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Cures
• When you discover mistake, tell your boss promptly and fully
• If you can, propose a solution
• Might be reportable to professional liability insurer
• Prompt candid communication to client– State situation and propose course of action
• Might cost the firm– Fees and costs for petition to revive
• Better now than later
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Fear of mistakes can paralyze
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Better to move forward and risk mistake than do nothing
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Questions?
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Thank you!
Richard P. Beem Beem Patent Law Firm
www.BeemLaw.com
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