Intellectual Property Strategy Consultation Request Form

Protect and maximize the value of your intellectual property with expert guidance

Intellectual property is one of your business's most valuable assets—but managing patents, trademarks, licensing deals and infringement risks can feel overwhelming without the right strategy in place. Whether you're a startup building your first patent portfolio or an established company looking to optimize your IP holdings, this Intellectual Property Strategy Consultation Request Form helps you share the right context upfront so your consultant can deliver focused, actionable advice from day one.

Built for businesses serious about IP protection

This template is designed for startups, SMBs, R&D teams, product companies and innovation-focused businesses that need strategic IP counsel. It walks you through your current patent portfolio, trademark holdings, licensing opportunities, infringement concerns and budget—giving your IP consultant everything they need to prepare a tailored discovery call or initial strategy session.

By gathering this information upfront, you can skip the back-and-forth emails and dive straight into high-value discussions about protecting your innovations, defending your brand and unlocking new revenue streams through licensing.

What this form covers

• Business and contact details – Capture who's requesting the consultation and how to reach them
• Patent portfolio overview – Document existing patents, pending applications and innovation areas
• Trademark holdings – Track registered trademarks, pending applications and brand protection needs
• Licensing opportunities – Identify potential licensing deals, partnership interests and revenue opportunities
• Infringement concerns – Flag potential IP violations, cease-and-desist situations or competitive threats
• IP budget and priorities – Clarify your budget range and strategic priorities for the consultation

The form uses conditional logic to show relevant follow-up questions based on your IP situation, keeping the experience focused and efficient.

How Paperform makes IP consultations easier

With Paperform, you can embed this form directly into your website, share it via email or use it as a standalone landing page for your IP consultation services. Every submission captures structured information that can automatically flow into your CRM, project management tool or Google Sheets via native integrations or Stepper workflows.

Use Papersign to follow up consultations with engagement agreements, IP assignment contracts or licensing agreements—keeping the entire client journey connected and compliant.

Customize the form to match your firm's branding with flexible fonts, colors, logos and background images, and use multi-page layouts or Guided Mode depending on the experience you want to create.

Ideal for IP consultants, law firms and innovation teams

This template is perfect for intellectual property consultants, IP law firms, patent attorneys, trademark specialists, innovation advisors and in-house legal teams looking to streamline their consultation intake process and deliver more strategic, data-driven advice to clients.

Get started with this Intellectual Property Strategy Consultation Request Form and turn complex IP discussions into clear, actionable plans that protect and grow your clients' most valuable assets.