Verified Agent Reviews — USPTO Registered Practitioners

The agents
inventors actually
recommend.

4.9/ 5.0
312 verified reviewsacross 47 patent agents
Since 2019
Scroll to review
Utility Patents·Design Patents·Provisional Applications·Office Action Responses·Freedom-to-Operate·Continuation Filings·IPR Proceedings·Patent Licensing·Prior Art Searches·Claim Drafting·Utility Patents·Design Patents·Provisional Applications·Office Action Responses·Freedom-to-Operate·Continuation Filings·IPR Proceedings·Patent Licensing·Prior Art Searches·Claim Drafting·
Case File Archive — 2021–2026

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

Case 01US 11,847,203 B2Class 700 — Data Processing: Generic Control Systems
Patent Granted

Marcus Oyelaran

CTO, Veridian Robotics (Detroit, MI)

Patricia Holm, Reg. No. 67,441

USPTO Registered Patent Agent · 14 yrs

Startup CTO

"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

Mar 6, 2023

C&D Received

Competitor threatens district court filing

Mar 16, 2023

Provisional Filed

10-day turnaround, 38-page specification

Sep 2023

Non-Provisional Filed

11 independent claims, 24 dependent

Apr 2024

Office Action

Examiner cites prior art — response filed in 6 weeks

Nov 2024

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

Case 02US 12,033,891 B1Class 424 — Drug, Bio-affecting and Body Treating Compositions
Patent Granted

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

R&D Director

"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

Jan 10, 2022

FTO Requested

3 patents flagged for analysis

Feb 1, 2022

FTO Delivered

Clear recommendation — inequitable conduct finding on 2 patents

Apr 2022

Application Filed

Narrow claims targeting commercial formulation

Mar 2024

First Action Allowance

No rejections — all claims allowed as filed

Aug 2024

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

Case 03US 11,612,544 B2Class 606 — Surgery
Licensed to Stryker Corp.

Thomas Breckenridge

Orthopaedic Surgeon & Inventor (Nashville, TN)

Rachel Yuen, Reg. No. 72,108

USPTO Registered Patent Agent · B.S. Mechanical Engineering · 8 yrs

Solo Inventor

"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

Aug 2021

Prior Art Search

Identified unclaimed dynamic adjustment space

Oct 2021

Application Filed

Claims drafted around adjustment mechanism

Jun 2022

First Office Action

Anticipation rejection — 35 USC §102(a)(1)

Sep 2022

Amendment Filed

Claim narrowing + argument distinguishing prior art

Mar 2023

Patent Granted

3 independent claims — adjustment mechanism protected

Sep 2024

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

Case 04US 11,990,017 B2Class 455 — Telecommunications
Patent Granted

Darius Okonkwo

Co-founder & CTO, Latitude Signal (Austin, TX)

Patricia Holm, Reg. No. 67,441

USPTO Registered Patent Agent · 14 yrs

Startup CTO

"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

Nov 2021

Provisional Filed

Original filing — gap in antenna array description

Nov 10, 2022

Agent Contact

11pm — 12 days before deadline

Nov 23, 2022

Non-Provisional Filed

42 claims, 3 families — 17 hours to spare

Nov 23, 2022

CIP Filed

Captures updated antenna array implementation

Jun 2024

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

Case 05US 11,724,819 B2Class 210 — Liquid Purification or Separation
Licensing Negotiations Active

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

R&D Director

"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

Jun 2021

Final Rejection

Obvious under 35 USC §103 — 3 references combined

Sep 2021

RCE Filed

New prosecution strategy — examiner mischaracterization identified

Jan 2022

Examiner Interview

Side-by-side comparison of EPA report — agreement reached

Feb 2022

Amendment Filed

Core membrane geometry claims preserved

Aug 2023

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

Free Consultation — 30 Minutes

Book a Free
Patentability Call.

Every call is thirty minutes. Every agent comes prepared. Tell us your invention category and filing status — the agent will review your situation before you speak.

1
Invention
2
Your Info
3
Schedule

Invention Category

Current Filing Status

Free Resource — 8-Point Checklist

Not ready to talk?
Start here.

The First-Filing Checklist covers every threshold question a patent agent will ask before they accept your case. Work through it before your call — or instead of a call, if you're still at the idea stage.

Determine if your invention is patent-eligible under 35 U.S.C. § 101

Conduct a preliminary prior art search (USPTO, Google Patents, Espacenet)

Document your invention's earliest conception date

Identify all co-inventors and confirm inventorship

Assess whether a provisional or non-provisional is right for your timeline

+ 3 more items — download to see all

First-Filing Checklist

PDF · 2 pages · Free

Enter your email and we'll send the checklist immediately. No drip sequence. No sales call unless you ask for one.

By submitting, you agree to our privacy policy. We do not share email addresses with agents without your explicit consent.

DK
MR
SL

1,847 inventors have downloaded this checklist