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Client Document PackIntellectual PropertyMedium
Intellectual Property Document Pack
Intellectual Property Document Pack: prepare Creation files, Dated drafts, Employment or contractor agreements and identify missing records before legal advice.
Time to prepare1-4 hours
Before you contact a lawyer
0/3 completedNeed help with this checklist?
Get support from a lawyer who works with intellectual property matters.
Before the consultation
0/5 completedDuring the consultation
0/3 completedAfterwards
0/3 completedWhen It Applies
You need a clean intellectual property document pack before a first consultation.
Founders, creators, agencies, software teams, inventors, and businesses need ownership, registration, licence, and infringement records organised before review.
Not For
- Drafting legal documents, choosing a legal route, or making binding decisions without tailored advice.
Documents
- Creation files
- Dated drafts
- Employment or contractor agreements
- Assignments
- Licence agreements
- CIPC filings
- Certificates
- Brand-use screenshots
- Identity records
- Authority records
- Official records
- Financial records
- Correspondence
- Question list
Timeline
- Before consultation: collect identity, authority, core matter, official, and money records.
- During review: confirm controlling records, missing documents, and next route.
- Afterwards: save final versions and calendar next dates.
- Ongoing: update the document index as records change.
Tips
- Send documents in date order.
- Keep draft and final versions separate.
- Name who has authority to instruct the lawyer.
- Ask what can be handled remotely and what needs original documents.
Warning Signs
- Authority to sign or instruct is unclear.
- An official deadline or filing date is close.
- Records conflict with each other.
- A document is being pushed for urgent signature.
Official sources
- CIPC intellectual propertySouth African IP registration and official-record context.
- World Intellectual Property OrganizationInternational IP filing and classification context.
- Legal Practice Council list of legal practitionersLegal-practitioner discovery and verification context.
This checklist is for general information only and does not constitute legal advice.
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