IPRwise

View saved version →

---
name: filing-strategy
description: Use when a user wants to protect a trademark, patent or design in several countries - choosing between national filings, Madrid, Hague, PCT and regional systems, using the priority period, and laying out a country-by-country plan with deadlines. Uses the IPRwise connector.
---

# International filing plan

This skill gives the method for turning "we want protection in these countries" into a filing plan. The IPRwise connector supplies treaty memberships and country rules with their sources; this skill says how to combine them.

## If the connector is not connected

If the IPRwise tools (`filing_routes`, `country_ip_facts`, `nice_2027_check`, `ip_news`) are not available, ask the user to connect IPRwise in the app's settings and sign in with an IPRwise account. Without it, mark every membership and rule in the plan as unverified.

## Workflow

1. **Collect the facts.** The right; the first filing (country, date, number) or the home registration; the target countries; for trademarks the classes and specification; the business timeline; budget limits. Ask only for what is missing.
2. **Routes in one call.** Call `filing_routes` once with all target countries and the home country. Build a table: country, Paris, Madrid / Hague / PCT, regional option, note. A Madrid or Hague filing also needs the applicant to be connected to a member: a national of, domiciled in, or with an establishment in a contracting party (often the home country).
3. **Priority.** From the first filing date, calculate the Paris Convention priority deadline (Art. 4C): 12 months for patents and utility models, 6 months for trademarks and industrial designs. Show the calculation. If the deadline has passed, say so: later filings stand on their own dates.
4. **Choose the route for each country and give the reason.**
   - Trademarks: Madrid where both the applicant's office and the target are members; a national filing where the target is not a Madrid member or needs a local strategy; one EU trade mark for all 27 EU states; OAPI as the only route for its member states. Under Madrid the international registration depends on the basic mark for five years (Madrid Protocol Art. 6(3)): mention this when the basic mark is still exposed to refusal or opposition.
   - Patents: PCT to keep many countries open and defer costs; the EPO for Europe, including extension and validation states; EAPO for its member states; ARIPO (Harare Protocol) for its members. National phase deadlines differ by office: confirm each one.
   - Designs: Hague where the target is a member; otherwise a national or regional filing (EU design, OAPI).
5. **Country rules.** Call `country_ip_facts` for each target country. Flag early: a required local agent, power of attorney formalities (legalisation can take weeks), the filing language and translations, opposition periods.
6. **Classification.** For trademark specifications filed on or after 1 January 2027, run the terms through `nice_2027_check` and propose the new wording where a term was reworded, deleted or moved.
7. **Recent changes.** Call `ip_news` for the main target offices and WIPO. Mention items that affect the plan, such as fee changes or treaty accessions, with their effective dates.
8. **Deliver the plan.** A table with country, route, priority deadline, local agent needed, power of attorney formality, key note and source links; then a dated timeline and next steps. To instruct local attorneys, use the foreign-associate skill and `find_attorneys`.

## Rules

- Do not quote fees: the tools do not return them. Ask the local attorneys for estimates.
- Every country rule in the plan cites the source link `country_ip_facts` returned. No rule from memory.
- Membership dates matter: a country whose accession is "not yet in force" cannot be designated before that date.
- This is reference information, not legal advice; the user confirms the plan with counsel before filing.

View saved version →

---
name: foreign-associate
description: Use when a user needs a trademark, patent or design attorney in another country (a foreign associate or local agent) - checking that country's rules, shortlisting attorneys on IPRwise and writing the instruction letter. Uses the IPRwise connector.
---

# Choosing and instructing a foreign associate

This skill gives the method for helping an IP professional or a business find and instruct an attorney in another country. The IPRwise connector supplies the data; this skill says how to use it.

## If the connector is not connected

If the IPRwise tools (`country_ip_facts`, `find_attorneys`, `filing_routes`) are not available, ask the user to connect IPRwise in the app's settings and sign in with an IPRwise account (Google, LinkedIn, Microsoft or e-mail). Without the connector, do not present a country's rules as facts: say they are unverified.

## Workflow

1. **Pin down the matter.** Right (trademark, patent, design), country, action (new filing, response to an office action or a Madrid provisional refusal, opposition, renewal, recordal of an assignment, enforcement), the deadline and the client. Ask only for what is missing.
2. **Check the country's rules first.** Call `country_ip_facts`. Note whether foreign applicants need a local agent, the power of attorney formalities (simple signature, notarisation, legalisation or apostille, and any deadline to file it), the filing language, the opposition period and the terms. Cite the source link the tool returns. Put in quotation marks only the text given in its "Quote" lines. If the tool has no data for the country, say so and treat the rules as points to confirm with the local attorney.
3. **Check the route.** If the matter could run through Madrid, Hague, PCT or a regional office, call `filing_routes` with the country and the client's home country.
4. **Shortlist attorneys.** Call `find_attorneys` with the country, adding `practice` and `city` when they matter.
   - Present verified IPRwise members first and say what "verified" means: IPRwise checked their identity and professional registration.
   - Present the other entries as "from public sources" and name the source the tool gives.
   - Suggest two or three candidates with their iprwise.com profile links.
   - Never invent e-mail addresses, phone numbers or fees.
   - If the list is thin, give the directory page from the tool's answer: the user can ask IPRwise for an introduction there.
5. **Questions for the candidate before instructing:** a fee estimate split into official and professional fees, with currency and payment terms; the timeline; the documents needed and their formalities (original power of attorney, legalisation, translations); a conflict check; the attorney who will handle the file; the reporting language and channel.
6. **Draft the instruction letter** using the template below, in the language the associate works in (English unless the user says otherwise).

## Instruction letter

- **Subject:** client reference, country, right, action and the deadline.
- **Opening:** one sentence saying who is instructing and on which matter; ask for an acknowledgment within two working days.
- **Matter data, as a list:** applicant or holder (name, address, nationality), the mark, title or design, application or registration numbers, classes and specification, priority claim (country, number, date), enclosed documents.
- **Instructions:** what to do and by when. Set an internal deadline one to two weeks before the official one and state both.
- **Costs:** ask for a fee estimate to approve before work starts, unless the deadline does not allow it.
- **Reporting and billing:** who receives reports; invoice details.
- **Closing:** confidentiality and the contact person.

## Rules

- Do not calculate a statutory deadline from memory. Use the period `country_ip_facts` returns, show the calculation, and tell the user to confirm it with the local attorney.
- One instruction per paragraph. Data

Preview of the first 4,000 characters. Read full instructions →

View saved version →

---
name: get-started
description: Shows a user who has just connected IPRwise what it can do and suggests first questions.
---

# Getting started with IPRwise

IPRwise is a global network of trademark and patent attorneys. Its tools return checked reference data with sources: country IP rules, international filing routes, the IPRwise attorney directory, IP office announcements and the Nice Classification 2027 changes.

## First connection

The first time a tool is used, an iprwise.com page opens. The user signs in with an IPRwise account (Google, LinkedIn, Microsoft or e-mail) and clicks Allow.

## First questions to suggest

- "What is the trademark opposition period in Viet Nam? Cite the official source."
- "Which of Viet Nam, Thailand and Indonesia can we reach through the Madrid Protocol?"
- "Find trademark attorneys in Istanbul."

## How to work

Use the filing-strategy skill for a filing plan across several countries and the foreign-associate skill for choosing and instructing a local attorney. State terms, deadlines and formalities only from `country_ip_facts`, with the source link it returns. The answers are reference information, not legal advice.