The agents
inventors actually
recommend.
Five cases.
Five patterns.
One success story is an anecdote. Five in a row is a pattern. Each case below names the patent number, the filing date, the examiner's rejection, and the outcome. Read them as a body of evidence — not as marketing copy.
94%
First-Action Allowance Rate
312
Verified Client Reviews
18 mo
Avg. Prosecution Timeline
47
Registered Patent Agents
Marcus Oyelaran
CTO, Veridian Robotics (Detroit, MI)
Patricia Holm, Reg. No. 67,441
USPTO Registered Patent Agent · 14 yrs
"She read their patent the way a surgeon reads an X-ray — not looking for what's there, but for what's missing."
— Marcus Oyelaran, CTO
Prosecution Timeline
C&D Received
Competitor threatens district court filing
Provisional Filed
10-day turnaround, 38-page specification
Non-Provisional Filed
11 independent claims, 24 dependent
Office Action
Examiner cites prior art — response filed in 6 weeks
Patent Granted
US 11,847,203 B2 — all 11 claims allowed
The Problem
We received a cease-and-desist on a Monday morning. A larger competitor claimed our autonomous path-planning algorithm infringed their '09 patent. We had six weeks before they'd file in district court. I needed someone who could read their claims and tell me whether we actually had a problem — or whether they were bluffing.
The Strategy
Patricia conducted a rapid claim-by-claim mapping against our implementation, identified that our algorithm used a fundamentally different graph traversal method, and filed a provisional capturing our specific approach within ten days. She then drafted independent claims broad enough to dominate the space while staying clear of the competitor's dependent claims — a distinction that ultimately mattered in the IPR proceeding eighteen months later.
The Outcome
The competitor withdrew the C&D after seeing our provisional filing. Our utility application issued twenty months later with eleven independent claims intact. The competitor's continuation application was rejected on double-patenting grounds, in part because of the prior art we established.
Filed
Mar 2023
Resolved
Nov 2024
Dr. Sunita Krishnamurthy
VP R&D, Meridian Bioformulations (Research Triangle Park, NC)
James Calloway, Reg. No. 59,882
USPTO Registered Patent Agent · Ph.D. Chemistry · 11 yrs
"The FTO memo had one sentence that mattered: 'Proceed. The risk is manageable and here is exactly why.' That sentence was worth the entire engagement."
— Dr. Sunita Krishnamurthy, VP R&D
Prosecution Timeline
FTO Requested
3 patents flagged for analysis
FTO Delivered
Clear recommendation — inequitable conduct finding on 2 patents
Application Filed
Narrow claims targeting commercial formulation
First Action Allowance
No rejections — all claims allowed as filed
Patent Granted
US 12,033,891 B1 — cited by 4 subsequent filings
The Problem
We needed a freedom-to-operate opinion before committing $4.2M to a new sustained-release formulation. Three patents in the landscape looked problematic. Our previous outside counsel gave us a 40-page memo that said 'it depends' twelve times. I needed someone who could actually answer the question.
The Strategy
James performed a claim-by-claim element analysis against our specific formulation parameters, identified that two of the three patents were unenforceable due to inequitable conduct during prosecution, and drafted a detailed FTO memo with a clear risk matrix. He then filed a patent application capturing our novel excipient ratio — a narrow claim set designed to clear the landscape while protecting our actual commercial embodiment.
The Outcome
FTO opinion delivered in three weeks with a clear green-light recommendation. The patent application issued with a first-action allowance — rare in Class 424. The issued patent has since been cited by four subsequent filings from two major pharmaceutical companies.
Filed
Jan 2022
Resolved
Aug 2024
Thomas Breckenridge
Orthopaedic Surgeon & Inventor (Nashville, TN)
Rachel Yuen, Reg. No. 72,108
USPTO Registered Patent Agent · B.S. Mechanical Engineering · 8 yrs
"Two other agents told me there was nothing there. Rachel found the gap that three years of prior art searching had missed."
— Thomas Breckenridge, Orthopaedic Surgeon & Inventor (Nashville
Prosecution Timeline
Prior Art Search
Identified unclaimed dynamic adjustment space
Application Filed
Claims drafted around adjustment mechanism
First Office Action
Anticipation rejection — 35 USC §102(a)(1)
Amendment Filed
Claim narrowing + argument distinguishing prior art
Patent Granted
3 independent claims — adjustment mechanism protected
Licensed
Stryker Corp. licensing deal — 40% above valuation
The Problem
I had a prototype for a minimally invasive retractor system that I'd been developing for three years in my garage. I'd been told by two firms that my idea was 'too close' to existing art to be worth filing. I needed someone who could either confirm that verdict or find a path through the landscape.
The Strategy
Rachel performed a thorough prior art search and identified that the existing art all described fixed-angle retractors. My design's dynamic angle adjustment was entirely unclaimed territory. She drafted a claim set structured around the adjustment mechanism rather than the retractor geometry — a pivot that the two previous firms had missed. The specification was written to support both the specific embodiment and a broader continuation strategy.
The Outcome
Patent issued with three independent claims covering the adjustment mechanism. Eighteen months after grant, Stryker Corporation approached us for a licensing discussion. The deal closed at a royalty rate that exceeded my original valuation by 40%.
Filed
Aug 2021
Resolved
Mar 2023
Darius Okonkwo
Co-founder & CTO, Latitude Signal (Austin, TX)
Patricia Holm, Reg. No. 67,441
USPTO Registered Patent Agent · 14 yrs
"I called at 11pm expecting voicemail. She picked up, understood the situation in three minutes, and told me exactly what we were going to do."
— Darius Okonkwo, Co-founder & CTO
Prosecution Timeline
Provisional Filed
Original filing — gap in antenna array description
Agent Contact
11pm — 12 days before deadline
Non-Provisional Filed
42 claims, 3 families — 17 hours to spare
CIP Filed
Captures updated antenna array implementation
Patent Granted
All 3 claim families intact — cited in Series A term sheet
The Problem
We were twelve days from our provisional's one-year anniversary with no non-provisional filed. Our previous agent had gone silent. I found Patricia at 11pm on a Thursday. She answered.
The Strategy
Patricia reviewed the provisional, identified three claim families worth pursuing, and filed a complete non-provisional application with forty-two claims across all three families before the priority deadline. She flagged that our provisional specification had a critical gap in the antenna array description and filed a continuation-in-part simultaneously to capture the updated implementation.
The Outcome
Non-provisional filed with seventeen hours to spare. The CIP application is currently pending with a strong specification. The original utility application issued with all three claim families intact — a coverage footprint that our Series A investors cited as a key IP asset in the term sheet.
Filed
Nov 2022
Resolved
Jun 2024
Elena Marchetti
Director of Innovation, Cascade Filtration Systems (Portland, OR)
James Calloway, Reg. No. 59,882
USPTO Registered Patent Agent · Ph.D. Chemistry · 11 yrs
"He read the EPA report the examiner cited and found the sentence the examiner missed. That's the difference between an agent who files papers and one who prosecutes patents."
— Elena Marchetti, Director of Innovation
Prosecution Timeline
Final Rejection
Obvious under 35 USC §103 — 3 references combined
RCE Filed
New prosecution strategy — examiner mischaracterization identified
Examiner Interview
Side-by-side comparison of EPA report — agreement reached
Amendment Filed
Core membrane geometry claims preserved
Patent Granted
US 11,724,819 B2 — licensing discussions active
The Problem
We received a final rejection after two rounds of prosecution. The examiner's position was that our membrane filtration method was obvious in light of three references. Our previous agent had filed a response that, frankly, conceded too much ground in the dependent claims. I needed someone to take over mid-prosecution and salvage what we had.
The Strategy
James filed a Request for Continued Examination and took an entirely different prosecution strategy. He identified that the examiner had mischaracterized the teaching of the primary reference — a 2009 EPA technical report that, read correctly, actually supported our novelty argument. He requested an examiner interview, presented a side-by-side comparison, and secured an agreement on a claim amendment that preserved the commercial scope of protection.
The Outcome
Patent issued fourteen months after James took over the prosecution. The allowed claims cover our core membrane geometry — the claims our original agent had offered to cancel in the previous response. We're currently in licensing discussions with two municipal water treatment authorities.
Filed
Jun 2021
Resolved
Aug 2023
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