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Compliance

From Idea to Obligation: Best Practices for Managing Early-Stage Disclosures

Authors

  • Director of Customer Success TechPipeline

Summary

  • Many offices wrestle with the balance of too early vs too late disclosures. Our roundtable participants agree that while it’s better to err on the side of those that are too early, it’s necessary to establish a process for managing both.
  • Commercial potential, patentability and determinations that a technology is a subject invention are all distinct decisions that should have their own processes and documentation.
  • There are also scenarios when conception, and even a provisional filing, pre-dates federal funding and the disclosure still may be subject to Bayh-Dole obligations.

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