portfolio audits

An objective review of an existing patent portfolio can be critical to ensure consistent alignment with a company's business goals. The audits I offer are particularly valuable for companies that need to assess and optimize portfolios that have evolved without consistent legal oversight, but who lack in-house patent counsel to perform this function.

Critical pending applications are reviewed to identify opportunities for prosecution adjustments, helping recapture value where claim scopes have strayed from strategic targets. Extraneous patents are flagged for potential pruning, while underutilized assets are identified for possible monetization. I also offer assessments of portfolio strength and value relative to the company's resource investment.

Regardless of the audit outcome, company leadership can be confident that an experienced, objective practitioner has reviewed their portfolio and provided tailored recommendations — whether to stay the course or to adjust strategy.

Ethnobotanical Garden, Oaxaca, Mexico—towering cacti form a natural wall, both protective and intentional. A strong patent portfolio creates barriers that safeguard innovation while shaping strategic opportunities.