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What to Prepare Before a First Consultation

Published on March 15, 2025

A first consultation with a corporate law firm can set the course of a negotiation or a patent registration. Knowing which documents and data to bring speeds up the analysis and avoids detours.

Before the meeting, review any current contracts you have with partners, suppliers, or licensees. If the topic is an industrial patent, have the technical file of the invention, prior art search results, and any previous communications with intellectual property offices on hand. For corporate law matters, bring the updated bylaws, meeting minutes, and current powers of attorney.

Prepare a specific list of questions: estimated timelines, administrative costs, translation or legalization requirements, and the applicable jurisdiction. The more specific the context, the more useful the advice you receive will be. This is not a general presentation, but a diagnosis of your particular case.

Finally, confirm the confidentiality of the conversation. At Beatricestevens, every initial consultation is protected by a verbal non-disclosure agreement, but if you prefer, you can sign an NDA before sharing sensitive details. With that foundation, the consultation time is used to its fullest.


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When a corporate client first approaches, they usually have more doubts than certainties. It's not about mistrust, but prudence. In over fifteen years handling international contracts and patent registrations, I've seen that the questions repeat themselves with a precision that deserves to be addressed separately.

The first issue is usually about the scope of the service. It's not enough to say "legal advisory." The client wants to know if we cover the full drafting of the contract, negotiation with the counterparty, and eventual defense in case of a dispute. My answer is always the same: it depends on the assignment, but I offer a phase-by-phase breakdown so there are no surprises.

Another recurring question is about confidentiality. In a B2B environment, the information shared during due diligence can be strategic. I explain that all documents are handled under non-disclosure agreements and that the encrypted portal area allows for secure exchange without relying on open emails.

They also ask about timelines. I don't promise unrealistic dates. If it's an industrial patent in Argentina, the substantive examination can take between 18 and 24 months. For an international licensing contract, the drafting and review time is usually three to four weeks, provided the parties respond promptly.

Finally, there's the question about cost. I don't give generic budgets. Each case has different variables: technical complexity of the invention, number of jurisdictions involved, client urgency. I prefer to schedule a brief conversation to understand the context and then present a tailored proposal.

These questions are not obstacles; they are signs that the client is making the decision seriously. Answering them clearly and without beating around the bush is the foundation of a professional relationship that works.

BS

Beatrice Stevens

Corporate Attorney · Intellectual Property and International Contracts

Gutiérrez 8853 · (561) 546-7796 · info@beatricestevens.com

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