Source-based surveillance register
Agree the coverage and format for this component before work starts. The delivery should identify the records or technical material used and any items that remain unresolved.
Analytics & monitoring · For IP firms
Market & Technical Surveillance
Monitor public product and technical evidence linked to a defined portfolio. Identify public developments that merit a closer technical or commercial review.
Project-based or recurring support · Scope and fees agreed in writing
The right work, in the right formatMore useful capacity.
More useful capacity.
Less friction in the handoff.
Identify public developments that merit a closer technical or commercial review. Menteso’s market & technical surveillance is scoped around the matter, technical question and review responsibilities your firm defines. The aim is a useful work product that your team can check, refine and integrate into its own client workflow.
The starting point is patent themes, target products, companies and source boundaries. Before the assignment begins, agree what falls within the review, which sources or records should be used and what the receiving attorney needs to see. Material uncertainties should be recorded as questions rather than filled with unsupported assumptions.
Illustrative assignment
A licensing team wants to know when a product line adds a particular feature. The monitoring brief specifies the feature, product sources and evidence to retain. This example explains the workflow; it is not a claim about a completed client matter.
Scope of delivery
Built for the next reviewer.
Confirm the specific inclusions, depth and file formats in the written proposal. The scope can be adjusted for a single matter or a recurring queue.
Relevant product or technical updates
Prepare this component around your firm’s review priorities. Distinguish verified information from observations and flag the questions that require attorney or client input.
Escalation notes for counsel
Keep the handoff practical: use consistent identifiers, agreed file naming and a clear record of assumptions and revisions. Include the supporting material specified in the engagement.
A considered delivery process01 02 03 04
From your brief to your review queue.
Define the assignment
Confirm the question, technical scope, jurisdictions, source materials and exclusions with your instructing team.
Prepare the work
Build the agreed research or document pack, recording sources, assumptions and questions as the work develops.
Review & refine
Check the deliverables against the brief and resolve review comments through the agreed revision process.
Hand over clearly
Deliver in your agreed format, with an issue log and the source material needed for your team’s final review.
Before we begin
Market & Technical Surveillance: common questions
Can we agree the dataset and reporting structure?
Yes. Define the source coverage, family treatment, naming rules, taxonomy and reporting questions before the analysis begins. For market & technical surveillance, the deliverable should distinguish source facts from analytical judgments and identify any missing data.
What will the quotation include?
The written scope should identify the agreed components—Source-based surveillance register; Relevant product or technical updates; Escalation notes for counsel—along with the required inputs, depth, target delivery date, review rounds, service fee and exclusions. Specialist work, translations, third-party costs and official fees are confirmed separately where applicable.
Can this support a recurring workflow?
Discuss expected volume, the frequency of handoffs and the level of specialist review required. A recurring arrangement should define queue priorities, communication windows, quality checks and escalation contacts. Availability and turnaround are confirmed against the actual scope rather than assumed from the service name.
Who makes the final legal decisions?
Your firm’s responsible practitioner retains control of legal advice, strategy, deadlines, final documents and filings. Menteso’s assignment supplies the agreed technical or operational support. Any separately retained professional representation must be expressly agreed.
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