Performed duties as an IDS specialist, managing submissions and compliance since 2023.
Cross-cited family matters for all references to ensure accuracy.
Retrieved references using Google Scholar, WIPO, Google Patents, EPO, and firm's library.
Prepared IDS forms, both initial and supplemental, for submission.
Uploaded and filed documents with USPTO to maintain compliance.
Cross-cited family matters for all references to ensure accuracy.Retrieved references using Google Scholar, WIPO, Google Patents, EPO, and firm's library.Prepared IDS forms, both initial and supplemental, for submission.Uploaded and filed documents with USPTO to maintain compliance.
Developed comprehensive patent document shells, including ADS, response shells, preliminary amendments, and RCE.
Executed assignments and declarations, ensuring proper handling of patent-related documents, such as power of attorney.
Communicated with clients regarding upcoming due dates and newly received documents to ensure timely response and compliance.
Reviewed, prioritized, and maintained daily docket, validating due dates, tracking workload, logging billable time, and following up with timekeepers on deadlines.
Legal IP Secretary
Locke Lord LLP
Houston, TX
12.2018 - 11.2021
Drafted and filed US, PCT, and US National Phase documents including assignments, declarations, IDSs, and responses to office actions.
Communicated with outside counsel regarding documents from the USPTO, WIPO, and foreign associates to facilitate effective patent prosecution.
Conducted thorough reviews of attorneys’ monthly billing proformas for consistency.
Delivered bills to clients while managing follow-up on any inquiries or issues.
Submitted attorney time entries through Intapp Time, ensuring timely processing.
Conducted thorough reviews of attorneys’ monthly billing proformas for consistency.Delivered bills to clients while managing follow-up on any inquiries or issues.Submitted attorney time entries through Intapp Time, ensuring timely processing.
Submitting client/vendor invoices using Chrome River.
Open new matters in Intake/Conflicts and save all documents to iManage-DeskSite.
Legal Admin
International IP Law Group, LLC
Houston, TX
06.2015 - 04.2018
Complete electronic filing of patent applications including provisional, non-provisional and design patents.
Perform electronic filings with the USPTO office including preparation, formatting, and review of documents.
Created patent documents including ADS, responses, preliminary amendments, RCE, and appeal briefs to support application processing.
Prepared initial and supplemental information disclosure statements for patent applications to ensure compliance with USPTO requirements.
Assisted in preparation of patent application documents, including transmittal forms, assignments, information disclosure statements, and declarations, facilitating accurate submission.
Prepared reporting letters to clients and contacted clients regularly.
Legal Admin
Patterson & Sheridan
Houston, TX
06.2012 - 06.2015
managed US patent filings from non-provisional application submission to issue fee payment, ensuring compliance and timeliness.
modified attorney dockets and case indexes, notifying clients of filings to maintain communication and case status awareness.
Create patent document shells such as – ADS, IDS, Office Action Responses, Preliminary Amendments, RCE, Appeal Briefs, etc.
Education
ABA Approved Paralegal Certificate Program - graduated with distinction
Lone Star North Harris College
Houston, TX
12-2011
Bachelor of Arts Degree - majors: English/History/Social Sciences
Western Michigan University
Kalamazoo, MI
04-1991
Skills
Patent prosecution
Patent filing procedures
Patent research
Patent landscaping
Document preparation
Document management
Portfolio management
Compliance management
Resources
USPTO/PCT/WIPO/EPO
MaxVal, Patentbot, IPDAS - IDS
Microsoft -Word 2010/Outlook/Excel
Chrome River (invoice/expense)
InTapp - Time
IManage-DeskSite
Unycom, Anaqua, Memotech (client reporting)
AppColl /CPi (docketing software)
PCT Safe
Timeline
IP Specialist
Polsinelli PC
11.2021 - Current
Legal IP Secretary
Locke Lord LLP
12.2018 - 11.2021
Legal Admin
International IP Law Group, LLC
06.2015 - 04.2018
Legal Admin
Patterson & Sheridan
06.2012 - 06.2015
ABA Approved Paralegal Certificate Program - graduated with distinction
Lone Star North Harris College
Bachelor of Arts Degree - majors: English/History/Social Sciences