A guide to understanding, planning, and securing protection for inventions that matter today.
The Patent Roadmap, a Free Resource
Phases, Meanings, Costs and Reasoning
The First Phases
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About This Guide
This roadmap is designed to provide a clear understanding of how patents work. It takes you step by step from the very first idea through to the possibility of international protection. It explains the language used by lawyers and examiners, and it highlights the decisions you will face at each stage. It also gives you an indication of the costs, without tying you down to figures that may not apply to your particular case.
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The Preliminary Phase: Novelty Search
For you as the client, the novelty search has two significant benefits. It provides realistic expectations of whether a patent is achievable, and it enables your attorney to draft a stronger application by focusing on the true innovation. It is optional, but it can save money in the long run.
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Phase Two First Examination
For many clients, this is the first time they see the legal and technical arguments that will shape their journey. The report may be positive, raising only minor issues, or it may highlight more serious objections. Either way, it provides valuable clarity.
International & Looking Ahead
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Phase Three International Filing
At the twelve-month point from your UK filing, you must decide whether to look beyond the United Kingdom. The most common route is through the Patent Cooperation Treaty, often abbreviated to PCT. This system enables you to file a single international application, which is treated as if it were filed in over 150 countries.
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Phase Four International Examination
Between sixteen and thirty months from your first UK filing, your PCT application is examined by an international authority. The examiner issues two critical documents. The International Search Report lists prior art considered relevant, and the Written Opinion explains any concerns about novelty, inventiveness, or clarity.
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Looking ahead
The international phase gives you time to take stock. By now, you may have spoken with investors, sought commercial partners, or tested your invention in the market. You may have refined your design, improved your prototype, or identified commercially important territories.
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Costs & Terms Explained
Transparent guide to intellectual property costs, terms and phases, free of charge PDF.
Latter Phases and Grant
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Phase Five Regional and National Filings
Each territory has its own Intellectual Property Office, its own rules, and its own fees. Some require translations into local languages, some have strict formalities, and some follow a more streamlined process. Costs therefore vary, but as a general guide, it is sensible to budget several thousand pounds per territory. In practice, some countries will be less costly, while others will be more so.
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Phase Six Local Examination
Once your application has been filed in the chosen territories, each local office examines it under its own laws. In many cases, the objections raised mirror those already made during the international examination. In others, particularly in the United States, new objections may arise.
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Phase Seven Grant
If the examination process is successful, the patent is granted. This means it is officially recognised and enforceable in the chosen territory. At this point, you can stop describing your invention as patent pending and instead use the full patent number.
Clients often tell us that what they value most is our openness and transparency. We will never leave you in the dark about what is happening or why it matters. We make the effort to explain reports, objections, and options in plain English. You will always be aware of the choices available to you, the risks associated with each route, and the likely costs involved.
A short guide to terms used in our world is shown below.
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All information made public before a filing date that might affect whether an invention is considered new. This can include patents, papers, websites, or products.
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Description text goes hereA legal requirement for patents. An invention must be new and not already disclosed in any form before the filing date.
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Another requirement for patents. The invention must not be evident to a person skilled in the relevant field, based on what is already known in the field.
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The official date from which an invention is considered new. Anything disclosed after this date cannot be used against the application.
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A term used to describe a patent application that has been filed but not yet granted. It signals that protection is being sought.
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The written description and claims that form the content of a patent application. It sets out how the invention works and what is being protected.
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The numbered paragraphs at the end of a patent specification. They define the scope of legal protection sought.
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A written communication from a patent office examiner setting out objections or issues that must be addressed before the application can proceed.
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An analysis to check whether a new product or process can be commercialised without infringing the rights of others.
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Protection for the appearance or shape of a product rather than its technical function.
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A sign, word, logo, or symbol that distinguishes the goods or services of one business from another.
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A legal agreement where the owner of an IP right permits another party to use it in return for payment, royalties, or other benefits.