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IP Audit Checklist
Plan, conduct, and document an IP audit without starting from a blank page
A practical IP audit checklist and workbook for Corporate IP Managers and IP Counsel to scope IP portfolio, identify what needs to be reviewed, document evidence and findings, and turn them into an actionable plan.
Running an IP audit? Start with a framework you can actually use.
Know what to review across your patent portfolio, ownership records, agreements, trade secrets, technology, business units, and IP processes. Determine what actually matters, document the evidence, and turn your findings into actions. The intellectual property audit kit gives you a structured starting point for doing exactly that.
Frequently Asked Questions
The kit includes an audit scoping framework, master review checklists, evidence tracking, findings documentation, prioritization, an action plan, and an executive audit summary.
It is primarily designed for Corporate IP Managers, IP Counsel, Heads of IP, and legal teams responsible for reviewing or managing an organization’s intellectual property.
No. The working kit covers patents and applications as well as trademarks, copyright, designs, trade secrets, know-how, software, licenses, third-party IP, ownership, agreements, portfolio effectiveness, and IP governance.
Yes. You can use the scoping section to define a narrower review, for example, an ownership review, portfolio review, transaction-related review, or IP governance review.
No. The working kit is intended to structure an internal IP review. Jurisdiction-specific legal questions, formal due diligence, and other matters requiring legal judgment should be handled by appropriate legal counsel.
You’ll have a structured view of:
What you have
Your relevant IP assets, dependencies, and areas requiring further investigation.
What you can rely on
Ownership, contractual rights, protection, and supporting evidence.
Where attention is needed
Material risks, gaps, uncertainties, and portfolio issues.
What to do next
Prioritized actions, owners, and target dates.