Professional Services

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Cardinal offers a wide array of professional services to assist you in your IP endeavors. From monetization and valuation of your IP portfolio to due diligence support for your merger or acquisition, Cardinal has the people and experience to help you maximize your IP and ensure the job gets done correctly and on time.

Monetization & Valuation


Portfolio Monetization
Cardinal offers a full range of portfolio monetization products and services, from valuation of a single patent to valuation of an entire patent portfolio from assertion studies to overviews of your litigation risks. Our accurate and effective analysis and value assessment will help support your licensing, asset sale, or acquisition needs.

Assertion Studies
Cardinal can conduct assertion studies using either a targeted or a broad approach. In the targeted approach, we analyze the products and services documentation of your known competitors as they relate to your patent(s). In the broad approach, we expand the search to look for unknown competitors that are practicing the claims of your patent(s). Cardinal also performs market analysis to establish the current and projected future economic impact of the patented technologies. From this information a revenue opportunity assessment can be made for the potential licensing and litigation targets.

Cardinal has experience performing assertion studies on single patents as well as on portfolios of up to 10,000 patents. Additionally, we have helped our clients create marketing material, negotiate with third parties, and craft license and sales agreements.

IP Valuation
IP asset valuation requires a unique approach to each situation and set of goals. Cardinal assesses your goals and the project scope to work within your budget and timing constraints.

Our consulting teams are made up of individuals with law, business and technical degrees. Together, they support your needs and goals through in-depth valuation and qualitative analysis developed using one or more of the following methodologies:

Income Approach/Discounted Cash Flow
  • Provides the current value of the IP based on the present value of the prospective revenue generated by the IP over its lifetime.
Market Value/Comparable Revenue
  • Provides the current value of the IP based on the revenue generated by the analogous technologies related to IP.
Option Pricing
  • Provides the current value of the IP based on the future right to exploit the patent as if it were a stock option.
Cost Basis
  • Provides the current value of the IP based on the cost of replacing the IP.

SCORE (Strategic Competitive Overview & Risk Evaluation)
Where do you stand? When it comes to analyzing your competitive position, the answer lies in Cardinal’s SCORE service.

SCORE presents an organized view of your patents and products in relationship to your competitors’ patents and products. Offensive and defensive analyses for each competitor help you evaluate potential litigation risks, expose gaps in competitive data, and recognize new licensing opportunities.

An effective way to communicate the value of patent and product assets across your organization, SCORE translates into better corporate decisions, easier budget planning and stronger support for litigation and licensing plans.

SCORE is a powerful competitive analysis tool that provides various levels of perspective—from a company-wide view all the way down to details of an individual product or patent. Centralizing this information minimizes the loss of time and money associated with employee turnover and other human factors. SCORE also drastically reduces the time required to prepare patent and product reports.

By delivering clear visual representations of related offensive and defensive positions, SCORE helps you evaluate potential litigation risks and licensing opportunities.

To generate your SCORE, Cardinal gathers a customized research team to fill competitive information gaps or to update any other information you require. As information is collected and entered, SCORE will show you an increasingly accurate and powerful perspective of your intellectual property environment.

    Corporate-Wide Summary
  • Uncovers cross-division and cross-technology strengths and weaknesses versus your competitors.

    Division or Technology Summary
  • Displays your relative strength in a particular division or technology field.

    Patent/Product Assertion View
  • Provides specific details regarding potential offensive or defensive relationships between patents and products.

Prosecution Services


Pre-And Post-Grant Patent Strategies At The USPTO & PTAB
Cardinal Intellectual Property is the leading IP services company in the United States. Cardinal offers an experienced team of over 150 U.S.-based research professionals, more than half holding Masters, PhDs, and/or JDs.

Our paralegal teams manage hundreds of thousands of matters for clients large and small. Well-versed in both patent and trademark procedures, our staff is trained to accurately and efficiently manage your intellectual property matters through well-documented, best practice processes. All Cardinal paralegals are based in the United States. Because we do not outsource our paralegal services, Cardinal is able to maintain the highest standards of confidentiality and security. Our technology platforms incorporate rigorous security and data protection standards. As an additional level of protection, we maintain confidentiality for our clients using the same diligence and procedures as a law firm.

Be confident that your IP services provider is secure with expertise in Pre- and Post-Grant Patent Strategies at the USPTO/PTAB and a wide array of paralegal support services, adhering to high-quality standards and supporting fast turnaround times.

Cardinal provides the following services:
Detailed Disclosure Assistance
Consider saving time and money by having our technically experienced patent professionals expand upon your disclosures to fill out a more complete description of the invention and background of the technology area. Whether in advance of filing a provisional or non-provisional application, our well-trained patent professionals will work directly with you to develop high quality disclosures that can reduce your patent preparation costs.

Invention Brainstorming Sessions
Cardinal can facilitate brainstorming sessions to support your innovation process. This customizable offering provides a range of services such as developing pre-session brainstorming materials for your inventors, continuous patentability analysis during the session and disclosure write up after the session.

Defensive Publication
Cardinal provides an efficient cost-effective process for distributing Defensive Publications. The management interface is part of our online suite of IP Dashboard tools. Our Defensive Publication offering can be integrated into your invention disclosure process by using our IDEAS management platform.

All Defensive Publications include a verifiable date stamp, and our full-text, searchable database is free to the public and accessible throughout the world.

White Space Studies
When developing intellectual property in a particular technology area it is important to understand the existing landscape and find the “white space” where there is room for your company to innovate. Building upon a landscape study, our analysts will review existing references to determine where there are gaps in publicly disclosed and patented technology areas.

Due Diligence


Due Diligence for Mergers and Acquisitions
Mergers and acquisitions are often complex and time-sensitive. Success depends on strategic and sound due diligence. Cardinal’s research team has the necessary skills and experience to assist you in this process. Due diligence services include:

Strength Assessment
• Invalidity research may be conducted on the subject assets, ensuring you don’t overpay.

Liability Assessment
• A thorough freedom-to-operate review provides a clear picture of your ongoing risk exposure.

Assignee/Ownership Review
• Title and assignee research determines whether the seller is unencumbered and entitled to transfer the IP to you.

Maintenance Fee Review
• Confirms the payment status of annuities and maintenance fees on the subject assets.

Historical Litigation Analysis
• Court record research provides a summary of the current and past assertions of the subject assets or patents identified during liability assessment.

Invalidity Search Options
  • Basic Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote
  • Standard Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote
  • Premium Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote
  • Redbird Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote