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◈ PORTFOLIO STRATEGIES

Build an IP portfolio. Three strategies, mapped out.

Conservative, Targeted, and Aggressive — three illustrative investment paths across a 36-month horizon. Picked by the company profile you fit, not by the matter in front of you today.

ILLUSTRATIVE CADENCE · 2026 RATES · US-ONLY
// 01 / AT A GLANCE

Three approaches at a glance.

Scope, fit, and three-year cumulative range for each tier. Jump to the timeline below to compare the cadence event-by-event.

// 02 / 36-MONTH TIMELINE

Three years, event by event.

Each event is illustrative cadence — describing how prosecution typically unfolds for a portfolio of this scope at our 2026 fixed-fee rates. Not a record of past matters. Scroll to reveal the cadence; on mobile, switch between tiers with the sticky tab selector.

Each scenario above assumes a typical two-office-action prosecution per utility application. Most U.S. patent applications receive at least two office actions before allowance — one on initial examination raising claim-scope or §112 issues, and a second narrowing further. Some applications allow on the first office action; others need a third round or a Request for Continued Examination. See the cost-drivers section for the factors that move a portfolio above or below the indicated range.

CONSERVATIVE · TIER 01
Conservative
Protect the system that matters most.
$30K–$40K · 3 YEARS
// YEAR 1
Year 1
CUMULATIVE $14K–$18K · THIS YEAR $14K–$18K
MILESTONEM01
Portfolio kickoff
First strategy session; identify the core invention and the primary mark.
FILING · UTILITYM01
$13.5K
File utility application
Ordinary-complexity utility filing + assignment recordation.
FILING · TMM01
$2K
File wordmark application
Standard-character §1(a) or §1(b); knockout search bundled into the filing event.
TM · PUBLISHEDM05
$250
Wordmark published for opposition
Publication report; 30-day opposition window opens.
TM · REGISTEREDM08
$250
Wordmark registers
Registration report.
// YEAR 2
Year 2
CUMULATIVE $21K–$28K · THIS YEAR $7K–$10K
OA · RESPONSEM14
$3.9K
First office action
Reporting + substantive ordinary-complexity response (combined).
OA · RESPONSEM22
$3.9K
Second office action
Reporting + substantive response. Two-OA prosecution is the typical assumption.
// YEAR 3
Year 3
CUMULATIVE $29K–$40K
ALLOWANCEM28
$300
Notice of allowance
Examiner agrees claims are allowable; allowance reporting.
CONTINUATIONM28
$4.0K
Continuation filed
Filed before parent issues; preserves a different claim scope.
ISSUANCEM29
$816
Patent issues
Issue fee paid + processing; 20-year term begins from earliest filing.
OA · RESPONSEM34
$3.9K
Continuation first office action
Continuation enters examination; reporting + response.
CONSERVATIVE · TIER 01
Conservative
Protect the system that matters most.
$30K–$40K · 3 YEARS
TARGETED · TIER 02
Targeted
Cover the products. Protect the brand.
$95K–$120K · 3 YEARS
AGGRESSIVE · TIER 03
Aggressive
Build a portfolio that compounds.
$145K–$175K · 3 YEARS
// YEAR 1
Year 1
CUMULATIVE
$14K–$18K
THIS YEAR $14K–$18K
CUMULATIVE
$42K–$50K
THIS YEAR $42K–$50K
CUMULATIVE
$66K–$78K
THIS YEAR $66K–$78K
MILESTONEM01
Portfolio kickoff
First strategy session; identify the core invention and the primary mark.
FILING · UTILITYM01
$13.5K
File utility application
Ordinary-complexity utility filing + assignment recordation.
FILING · TMM01
$2K
File wordmark application
Standard-character §1(a) or §1(b); knockout search bundled into the filing event.
TM · PUBLISHEDM05
$250
Wordmark published for opposition
Publication report; 30-day opposition window opens.
TM · REGISTEREDM08
$250
Wordmark registers
Registration report.
MILESTONEM01
Portfolio kickoff
Strategy session; map inventions to claim scopes; brand audit.
FILING · UTILITYM01
$13.5K
File utility application #1
First core invention. Ordinary-complexity filing + assignment.
FILING · TMM01
$2K
File wordmark application
Standard-character application for the company or product name; knockout search bundled.
FILING · UTILITYM02
$13.5K
File utility application #2
Second core invention.
FILING · TMM02
$2K
File logo application
Stylized design mark covering the logo; knockout search bundled.
FILING · UTILITYM03
$13.5K
File utility application #3
Third core invention.
TM · PUBLISHEDM05
$500
Trademarks published for opposition
Publication reports for both marks.
TM · REGISTEREDM08
$500
Trademarks register
Registration reports for both marks.
MILESTONEM01
Portfolio kickoff
Comprehensive invention disclosure review; brand and competitive landscape audit.
FILING · UTILITYM01
$13.5K
File utility application #1
First core invention. Ordinary-complexity filing + assignment.
FILING · TMM01
$2K
File wordmark application
Knockout search bundled into the filing event.
FILING · TMM01
$2K
File logo application
Stylized design mark. Knockout search bundled.
FILING · UTILITYM02
$13.5K
File utility application #2
FILING · UTILITYM02
$13.5K
File utility application #3
FILING · UTILITYM03
$13.5K
File utility application #4
FILING · UTILITYM03
$13.5K
File utility application #5
All five core inventions on file by end of Q1.
TM · PUBLISHEDM05
$500
Trademarks published for opposition
Publication reports for both marks.
TM · REGISTEREDM08
$500
Trademarks register
Registration reports for both marks.
// YEAR 2
Year 2
CUMULATIVE
$21K–$28K
THIS YEAR $7K–$10K
CUMULATIVE
$62K–$76K
THIS YEAR $20K–$26K
CUMULATIVE
$100K–$120K
THIS YEAR $34K–$42K
OA · RESPONSEM14
$3.9K
First office action
Reporting + substantive ordinary-complexity response (combined).
OA · RESPONSEM22
$3.9K
Second office action
Reporting + substantive response. Two-OA prosecution is the typical assumption.
OA · RESPONSEM14
$3.9K
Utility #1 first office action
Reporting + ordinary-complexity response (combined).
OA · RESPONSEM15
$3.9K
Utility #2 first office action
OA · RESPONSEM16
$3.9K
Utility #3 first office action
OA · RESPONSEM21
$3.9K
Utility #1 second office action
OA · RESPONSEM22
$3.9K
Utility #2 second office action
OA · RESPONSEM23
$3.9K
Utility #3 second office action
OA · RESPONSEM13
$3.9K
Utility #1 first office action
Reporting + ordinary-complexity response (combined).
OA · RESPONSEM14
$3.9K
Utility #2 first office action
OA · RESPONSEM15
$3.9K
Utility #3 first office action
OA · RESPONSEM16
$3.9K
Utility #4 first office action
OA · RESPONSEM17
$3.9K
Utility #5 first office action
OA · RESPONSEM19
$3.9K
Utility #1 second office action
OA · RESPONSEM20
$3.9K
Utility #2 second office action
OA · RESPONSEM21
$3.9K
Utility #3 second office action
OA · RESPONSEM22
$3.9K
Utility #4 second office action
OA · RESPONSEM23
$3.9K
Utility #5 second office action
// YEAR 3
Year 3
CUMULATIVE
$29K–$40K
CUMULATIVE
$86K–$108K
CUMULATIVE
$130K–$158K
ALLOWANCEM28
$300
Notice of allowance
Examiner agrees claims are allowable; allowance reporting.
CONTINUATIONM28
$4.0K
Continuation filed
Filed before parent issues; preserves a different claim scope.
ISSUANCEM29
$816
Patent issues
Issue fee paid + processing; 20-year term begins from earliest filing.
OA · RESPONSEM34
$3.9K
Continuation first office action
Continuation enters examination; reporting + response.
ALLOWANCEM26
$300
Utility #1 notice of allowance
CONTINUATIONM27
$4.0K
Utility #1 continuation filed
Filed before parent issues; preserves alternate claim scope.
ISSUANCEM27
$816
Utility #1 patent issues
Issue fee paid + processing.
ALLOWANCEM27
$300
Utility #2 notice of allowance
CONTINUATIONM28
$4.0K
Utility #2 continuation filed
ISSUANCEM28
$816
Utility #2 patent issues
ALLOWANCEM28
$300
Utility #3 notice of allowance
CONTINUATIONM29
$4.0K
Utility #3 continuation filed
ISSUANCEM29
$816
Utility #3 patent issues
OA · RESPONSEM34
$3.9K
Continuation #1 first office action
OA · RESPONSEM35
$3.9K
Continuation #2 first office action
OA · RESPONSEM36
$3.9K
Continuation #3 first office action
Three continuations active heading into Year 4.
ALLOWANCEM25
$300
Utility #1 notice of allowance
CONTINUATIONM25
$4.0K
Utility #1 continuation filed
Filed before parent issues.
ISSUANCEM26
$816
Utility #1 patent issues
ALLOWANCEM26
$300
Utility #2 notice of allowance
CONTINUATIONM26
$4.0K
Utility #2 continuation filed
ISSUANCEM27
$816
Utility #2 patent issues
ALLOWANCEM27
$300
Utility #3 notice of allowance
CONTINUATIONM27
$4.0K
Utility #3 continuation filed
ISSUANCEM28
$816
Utility #3 patent issues
ALLOWANCEM28
$300
Utility #4 notice of allowance
CONTINUATIONM28
$4.0K
Utility #4 continuation filed
ISSUANCEM29
$816
Utility #4 patent issues
ALLOWANCEM29
$300
Utility #5 notice of allowance
Fifth utility does not receive a continuation (4 filed in total).
ISSUANCEM29
$816
Utility #5 patent issues
OA · RESPONSEM33
$3.9K
Continuation #1 first office action
OA · RESPONSEM34
$3.9K
Continuation #2 first office action
OA · RESPONSEM35
$3.9K
Continuation #3 first office action
Three of four continuations reach a first OA inside the 36-month window; #4 still pending.
FILINGS
↑ Utility / Trademark filing
↻ Continuation
OFFICE ACTIONS
← OA arrives (USPTO)
→ OA response (us)
WINS
✓ Allowance / TM publication / registration
★ Patent issuance
MILESTONES
◆ Year marker / kickoff
~ Advisory moment
// 03 / TIER 01 · CONSERVATIVE

Protect the system that matters most.

Pre-seed and seed-stage companies with a single defensible system worth protecting. Trademark coverage for one wordmark.

SCOPE
1 utility · 1 continuation · 1 wordmark
THREE-YEAR RANGE
$30K–$40K
  • Year 1
    $14K–$18K
  • Year 2
    $7K–$10K
  • Year 3
    $8K–$12K

Conservative fits when a single defensible system is doing most of the strategic work and a trademark wordmark covers the brand. The cadence preserves a continuation in Year 3 — keeping the patent family alive without expanding scope. Companies that outgrow this tier typically do so by adding utility filings in Year 2; the timeline supports that without restarting.

// 04 / TIER 02 · TARGETED

Cover the products. Protect the brand.

Seed to Series A companies with two or three core products and a real IP strategy. Wordmark plus logo trademark coverage.

SCOPE
3 utilities · 3 continuations · 1 wordmark · 1 logo
THREE-YEAR RANGE
$95K–$120K
  • Year 1
    $42K–$50K
  • Year 2
    $20K–$26K
  • Year 3
    $24K–$32K

Targeted fits when two or three core products each warrant their own patent, and the brand needs both wordmark and logo coverage. The cadence shows three patents progressing through prosecution simultaneously, with continuations carrying claim scope into Year 4. Companies that find Targeted under-protective usually do so because the technology platform supports more inventions than three.

// 05 / TIER 03 · AGGRESSIVE

Build a portfolio that compounds.

Growth-stage companies, platform technologies, and ventures pursuing licensing, exclusion, or future enforcement options. Wordmark plus logo coverage.

SCOPE
5 utilities · 4 continuations · 1 wordmark · 1 logo
THREE-YEAR RANGE
$145K–$175K
  • Year 1
    $66K–$78K
  • Year 2
    $34K–$42K
  • Year 3
    $30K–$38K

Aggressive fits when the technology platform itself is the asset — licensing, exclusion, or future enforcement options are real strategic levers, not afterthoughts. The cadence files five utilities up front, drives continuations off every allowance, and carries four continuations into Year 4. Aggressive is the tier where prosecution staffing and docket discipline matter most; matter management overhead is included in the range.

// 06 / COST DRIVERS

What moves a portfolio up or down the range.

These ranges cover scoped, fixed-fee work — patent drafting, prosecution, trademark filings, USPTO official fees, and routine status reporting. Strategic advisory work outside the fixed-fee scope (portfolio reviews, competitive analysis, freedom-to-operate questions, deadline reminders) is billed hourly at $600 per hour for non-litigation attorney time, $650 per hour for litigation attorney time, and $200 per hour for paralegal time. Engagement intensity varies by client; some clients add a few thousand dollars per year of advisory time, others add nothing.

Six factors push a specific portfolio toward the low or high end of its tier range — sometimes outside the range entirely. We scope every matter against these drivers before quoting.

Entity size

USPTO official fees are tiered by entity size (large, small, micro). Small-entity and micro-entity rates are roughly 60% and 80% off the large-entity rate respectively. Most of our published ranges reflect small-entity USPTO fees, which is the typical case for our clients.

Technical complexity

Most patent applications fall into 'low' or 'ordinary' complexity buckets. A 'low complexity' application typically has a single core invention with a clear technical story. 'Ordinary complexity' covers most multi-feature products and systems. Highly complex matters (multi-system platforms, multiple distinct inventions, dense prior art landscapes) are scoped at intake and may sit above the tier ranges above.

Claim count

Standard utility applications include up to 20 total claims and 3 independent claims. Each additional claim above those thresholds incurs both a USPTO surcharge and additional professional time. We discuss claim strategy with you before filing.

Office actions

Most U.S. patent applications receive at least one office action from the USPTO. We classify response work as non-substantive, low complexity, or ordinary complexity based on the rejection types and the strategy required. Each tier above assumes a typical one-to-two-OA prosecution cadence; matters with heavier prosecution can sit above the range.

Prioritized examination

Track One prioritized examination compresses examination from 2–3 years to roughly 12 months. The USPTO charges a $4,665 large-entity surcharge ($1,866 small entity), including the prioritization processing fee; we add $300 in professional time for handling the petition. We layer this option only when speed-to-grant changes the matter's commercial value; it is not assumed in the tier ranges above.

Foreign filings

International protection routes through PCT or Paris Convention filings, then into national-stage entries in chosen jurisdictions. Foreign-associate fees and translations are billed at-cost; we add a $300 coordination fee per foreign-associate invoice for processing, payment, and docketing. International is not included in the tier ranges above.

// 07 / INTERNATIONAL

International protection — separate scope.

These three scenarios are US-only. International protection (PCT plus national-phase entries) is scoped and quoted alongside the US portfolio. Costs scale with the number of jurisdictions pursued; ask during your consultation.

// 08 / FREE OR PAID CONSULTATIONS

Talk to an attorney before you commit.

◈ FREE
Matters over $10,000, trademarks, or by referral

Free 30-minute consultations for substantive matters and for referrals from friends, family, colleagues, or counsel. Trademark consultations and Connor's courtesy consult are free regardless of budget.

◈ $150 FLAT FEE
IP & general-counsel, litigation, and smaller-matter consults

$150 for a 30-minute call. Credited back against your first invoice if we engage. Use this when you want a substantive sit-down on a matter whose budget hasn't crossed the free-consult threshold.

BOOK PATENT PORTFOLIO CONSULT →BOOK TRADEMARK CONSULT →ALL OPTIONS →
// 09 / FAQ

Frequently asked questions.

  • Which approach is right for my company?
    Profile-based, not advice. Pre-seed companies with narrow technology and a single defensible system typically fit the Conservative profile. Seed-to-Series-A companies with two or three core products and a real IP strategy typically fit Targeted. Growth-stage companies, platform technologies, and ventures pursuing licensing, exclusion, or future enforcement options typically fit Aggressive. The right approach for your specific situation depends on facts we cover during a consultation.
  • Can I start Conservative and upgrade later?
    Yes. The timeline lets you add applications in Year 2 or Year 3 with no penalty — Conservative becomes Targeted-shaped if you file more utilities later. Earlier filings preserve priority dates, so starting at Conservative on the highest-priority invention and adding more applications as the company matures is a common path. We do not lock you into a tier.
  • What does this not include?
    International protection (PCT and national-phase entries), patent and trademark litigation, post-grant proceedings (PTAB, oppositions, cancellations), opinion work (validity, infringement, freedom-to-operate), search work beyond the patentability search bundled into the filing fee, and acquisitions or transactions involving IP. Each of those is scoped separately.
  • Are these numbers binding?
    No — these are illustrative budgets based on a typical prosecution cadence at the firm's published 2026 fixed-fee rates. Actual scoped work is quoted per matter, and each fixed-fee phase locks pricing at that phase. The ranges cover the fixed-fee scope only; advisory work outside that scope bills hourly and is not included.
  • What if my technology is software / hardware / biotech engineering?
    Tier choice is independent of technology. The cadence and cost structure described here apply across the firm's technology areas. Per-technology specifics — claim drafting style, prior-art density, examiner cohort — affect where a specific application lands within a range, but not which tier fits the company. See the practice and industries pages for technology-specific framing.
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portfolio strategy.

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