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Intake

Before We Talk

Answer the way you would talk. Short answers are fine, and so is "I don't know yet." The gaps show us where to start. It takes about 20 minutes.

Describe what your idea does and who it is for. Do not write down how it works. We will get to that after we both sign an NDA.

What comes back shows at a high level how your technology sits in the published landscape.

Prefer paper? Download the worksheet (PDF)and bring it to our first conversation. You decide what to share from it.

You reach out
We run a conflict check on your company name and closest competitors before we talk. Nothing confidential yet.
01 Your idea
Keep it to what you would put on a public website.
02 Your customers and market
These can be three different people.
Public names only. If people mostly put up with the problem or use a workaround, say that.
Talk about the benefits, not how it works.
03 Money and goals
Check any that apply.
A rough range is fine.
Why do you want to protect it? Number these 1 to 6, with 1 mattering most.
04 Timing
Check all that apply. Give dates only, not what was shared.
The date only, not what was shared.
List each event and its date.
05 Who is involved
Check all that apply.
06 What you want from us
Optional: details for our mutual NDA
If we go ahead, we send our mutual NDA for e-signature after our conflict check. Fill this in to save a round of email, or leave it blank and we will ask.