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The following policies are provided to understand the fair, friendly, but firm policies needed for the equitable protection of the inventor, invention, invention assignees and interested parties, and Fortress PATENTS / IP and its associates.
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Policies Listed Below
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Non-Disclosure Agreement
You are invited to review the below policies, and if desired seek any clarifications or ask needed questions.
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As patented inventors and having worked with numerous individual and business inventors, Fortress PATENTS / IP full appreciates the significance that an invention can make to competitive advantage, market position, revenue, future advancements, and so much more. Fortress PATENTS / IP fully internalizes the imperative necessity of retaining disclosed invention details and descriptions Confidential and Secret.  
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With or without a signed Non-Disclosure, Confidentiality, or Secrecy agreement, Fortress PATENTS / IP has already made a commitment to holding all invention descriptions in a non-enabling and non-associative condition. Provided below is a formalized set of non-disclosure and confidentiality guiding tenets.  
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Download a signed PDF copy of the Non-Disclosure Agreement text below.
Non-Disclosure Agreement 
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Non-Disclosure Agreement
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WHEREAS, THE INVENTOR identified in the Invention Description Web Form, Email, or other physical communication is authorized to act on behalf of the entire inventive entity or any parties of proprietary interest (INVENTORS), and has chosen to disclose the invention (INVENTION) by oral, written, or a physical embodiment for the purpose of securing an Initial Patentability Review, patent, trademark, copyright, or other intellectual property protections and rights.
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WHEREAS, US PATENTS And IP Inc. (inclusive of its principals, agents, attorneys, staff, and service providers who are all intended to be confidentially bound) and located at 1878 W. 12600 S., #116, Salt Lake City, UT 84065 for receiving physical prototypes. Fortress PATENTS / IP willing accepts general and INVENTION related information from the INVENTORS for the purpose of assessing, preparing, and prosecuting said INVENTION for seeking an Initial Patent Review, patent, trademark, copyright, or other intellectual property protections and rights. Information will be received by any oral, written, or physical prototype and by any means of meeting, telephone, facsimile, email, and internet communications.
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THEREFORE, The INVENTOR and Fortress PATENTS / IP willfully disclose and accept INVENTION related information by the literal and intended terms of this agreement (AGREEMENT) as directed herein:
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EXPECTATION FOR SECRECY – The USPTO classifies information shared between parties within a controlled environment and with the expectation of secrecy of the parties and related information, that information may not rise to be a public disclosure, whether or not that expectation is expressed in an agreement. Fortress PATENTS / IP adopts this as an accepted working definition.
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NO DISCLOSURE, CONFIDENTIALITY, AND SECRECY Fortress PATENTS / IP respects the effort, investment, and economic value that can be a part of the inventive process, and will hold secret, confidential, and will not disclose to others any INVENTOR association with INVENTION enabling description outside the acts of seeking the INVENTOR’S requested patent or other intellectual property rights.  This commitment and agreement does not cease and will be held as a trade secret.
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NOT CONFIDENTIAL Fortress PATENTS / IP works with numerous inventors and will accept and discuss inventions with other inventors that are (1) printed or disclosed by the INVENTORS, (2) established to be previously known, or (3) independently derived and disclosed by another party. In such cases Fortress PATENTS / IP may discuss published, known, or independently derived information, otherwise there will be no INVENTOR association with INVENTION enabling disclosure to a previously disclosed invention. It is also recognized that knowing of gears and springs does not enable the making of a watch.
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LEVEL OF SECURITY – All forms of communication come with risk of potential disclosure.  All forms of communication may be used unless written restriction is made by the INVENTORS.
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PROTOTYPE RETURN – Any invention physical embodiments will be returned at INVENTOR’S request and expense.  Other information will be retained as record of representation.
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UNIVERSAL – AT INVENTOR’S election this AGREEMENT may be binding for more than one invention.
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OTHER TERMS (fill in, if needed)
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HOLD HARMLESS – The INVENTOR agrees to hold US Patents And IP harmless of any disclosure made in the act of seeking intellectual property protection, except in cases of gross negligence.
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JURISDICTION – If needed, Fortress PATENTS / IP will select competent arbitrators or court jurisdiction.
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AS AGREED, the INVENTORS act of disclosure, signature on a Fortress PATENTS / IP document, or fee deposit to Fortress PATENTS / IP indicates approval and authorization for Fortress PATENTS / IP and its associates and affiliates to act; and action taken based upon disclosure, signature on a Fortress PATENTS / IP document, or fees deposit to Fortress PATENTS / IP indicates acceptance INVENTORS approval and authorization to act; with each party fully, willfully, and without coercion accept said.
.Signature - Ralph W. Oakeson
Ralph W. Oakeson, PhD, MBA for
Fortress PATENTS / IP 
USPTO Registration 72,700
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Engagement Tenets
You are invited to review the below policies, and if desired seek any clarifications or ask needed questions.
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CASE SPECIFIC TENETS
There are no situation specific conditions disclosed at this time.
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See other guiding documents with equal weight and guidance when mutually approved.
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GENERAL TENETS
The following tenets are the general guiding policies of Fortress PATENTS working relationship with inventors, assignees, and those with proprietary interest.
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ETHICS Fortress PATENTS will not compromise its standing before the USPTO or inventive community.
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SERVICE COMMENCEMENT – After this AGREEMENT and agreed fees are received.
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SERVICE COMPLETION – Service is completed for each paid service upon delivery of that service and reasonable alteration requests or fee based major alteration requests, filings or replies, issuance of rights, intellectual property abandonment, or with written notice of separation.
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STANDARD PATENT PREPARATION – The patent will be prepared with character as defined by USPTO basic standards and fees.  Added strategic protection may be requested or recommended.
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LIVING AGREEMENT – This agreement initiates patent work, but may be supplemented by other oral or written agreements to achieve the purpose of maximizing invention patent rights and protections.
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USPTO FILINGS – Filings only after review opportunity and written approval by INVENTORS or approval signaled by deposit of fees, and as such, Fortress PATENTS will be held harmless.
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POWER OF ATTORNEY – A limited Power Of Attorney for Fortress PATENTS and Ralph W. Oakeson to act on behalf of the INVENTORS before the USPTO is required.  Work will be limited until received.
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NO DISCLOSURE Fortress PATENTS will not disclose any enabling description of the INVENTORS’ Invention outside the acts of seeking the requested patent or other intellectual property rights, as further specified by the Fortress PATENTS Non-Disclosure Agreement.  If further non-disclosure or confidentiality agreements are needed then they are agreed to separately.
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FEE DEPOSITS – Approved legal trust accessible at www.FortressPATENTS.com.
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SERVICE FEES – Service fees are set to provide affordability with maximized patent protections and rights balancing situational circumstances for great service value.  Fees may change, but agreed fees for an active phase of service will not change.  Current fees are available on the website or upon request.
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EARNED FEES – Fixed fee services are available.  For fixed fees, the total fee for a fee associated service is earned at the commencement of the service.  Only in the case of the Utility and International Patent Applications half the service fee is earned at service commencement with remainder of fees being earned at an hourly fee rate calculated from the first hour and first fee dollar through the total fee.  Where hourly fees are used, hourly fees are paid at the next quarter hour after the first hour.
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RETURNS And REFUNDS – Unearned fees may be returned.  Work will progress only to the point of hourly or fixed fees have been deposited.  There are no refunds of earned fees as intellectual work, know-how, and other factors have been expended.
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UNPAID FEES – In a case where fees become unpaid, Fortress PATENTS becomes the invention owning assignee, with total control of invention disposition with no inventor recourse, until fees are paid.
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TIMELY COMMUNICATION And PARTICIPATION – The patent prosecution by the patent practitioner requires the good faith and timely communication and participation for best patent results.
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COMMUNICATION SECURITY – Unless restricted by the INVENTORS, standard phone, email, and other common forms of communication and document sharing will be used, with added care for confidentiality.
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STAND-DOWN / SEPARATIONFortress PATENTS services may be put on hold or terminated by the INVENTORS at any time upon receipt of written notice.  Termination must be made more than 30 days prior to any USPTO office action is due, as required by the USPTO, or the agent must finish the action.
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PATENT PROSECUTION FIRM – By design, Fortress PATENTS is not a law firm but a patent agency of equivalent legal standing for patent prosecution before the USPTO.  Associate attorneys and other skills are used on an as needed basis as a means for uncompromised rights and protections at reduced fees.  Articles about the equivalence and even preference of the patent agent before the USPTO are available.
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PATENT PRIORITY – Pulitzer prose is not to purpose of the patent.  A writing style combining patent law – invention useful arts – audience influence is the first priority to maximize invention rights, protections, and potential.  Secondarily are grammar, construction, and other common first impulses, although effort will be made to refine these as well.  For legal and strategic purposes there will be intentional and allowed unintentional repetition, looser writing form, etc. to maximize patent flexibility, rights, and defense.
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GUARANTEES – The nature of a patent application preparation, prosecution, and issued patent vary widely based upon controlled, uncontrolled, and negotiated outcomes with the USPTO and third parties.  It is impossible to guarantee a given outcome.  Inventors remain in control with invited participation and approvals.  Fortress PATENTS can be relied upon for a service of skill, wit, stratagem, and best-effort.
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PROTOTYPE RETURN – Any physical embodiments of the invention will be returned at INVENTORS request and expense.  All engagement information will be retained as records of representation.
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CRITIQUE And STATEMENT – As a service business, Fortress PATENTS seeks to provide a valued and referable service and asks for any service critiques as well as a positive service testimony to share.
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ISSUE RESOLUTIONFortress PATENTS does not foresee any issues escalating beyond discussing through any issues to resolution.  Reference to agreements and arbitration are next steps.  If court actions are pursued then Fortress PATENTS selects the jurisdiction and competent court.
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AS AGREED, the INVENTORS act of disclosure, signature on a Fortress PATENTS / IP document, or fee deposit to Fortress PATENTS / IP indicates approval and authorization for Fortress PATENTS / IP and its associates and affiliates to act; and action taken based upon disclosure, signature on a Fortress PATENTS / IP document, or fees deposit to Fortress PATENTS / IP indicates acceptance INVENTORS approval and authorization to act; with each party fully, willfully, and without coercion accept said.
.Signature - Ralph W. Oakeson
Ralph W. Oakeson, PhD, MBA for
Fortress PATENTS / IP 
USPTO Registration 72,700
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Privacy Policy
Fortress PATENTS does not share, sell, or otherwise make available to others personal or professional identifying and contact information of its inventors and clients.
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As an intellectual property protection firm, a core function is gathering, preserving, and protecting proprietary information.  We consider the identity and contact information of inventors, assignees, and others of proprietary interest to be of the same highest sensitivity and priority.
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Fortress PATENTS may share limited information with its affiliates in the process of preparing and prosecuting intellectual property, such as an inventor’s name to our drawing illustrator, etc.
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Signature - Ralph W. Oakeson
Ralph W. Oakeson, PhD, MBA for
Fortress PATENTS / IP 
USPTO Registration 72,700
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Refund Policy
You are invited to review the below policies, and if desired seek any clarifications or ask needed questions.
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Trust Account Features
Payments made into a Legal Trust account
♦ Meets American Bar Association (ABA) trust fund standards.
♦ Meets Attorney Professional Code of Conduct standards for non-comingling of funds.
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Fees remain associated to the inventor’s name until earned or required
♦ Fees earned by US Patents And IP will be removed from the account.
♦ When required by the USPTO for filing payments funds will be moved to the USPTO Deposit Account of Fortress PATENTS / IP filings.
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Payment Type and Availability
♦ Make payments at this website at any time when convenient.
♦ Make one time or multiple payments.
♦ Fees other than by Debit or Credit Card can be arranged.
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Policy Summary
Work CommencementFortress PATENTS / IP will preferentially work on patent applications with fees paid in full and in advance of each phase (Search, Application/Drawing/Claims, Filing).  Fortress PATENTS / IP may commence work on a patent applications when amount of partial fee payment justifies action.
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Retained Fee Association – Fees remain in Inventors name until earned by Fortress PATENTS / IP or required by the USPTO.
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Fees Earned – Full fee is earned after FREE Consultation and when work starts on the project (for the application, half the fee is earned at start and the remaining fixed fee is earned by reducing the total fee by an hourly rate from the start hour until the hour of notice.
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Returns – Any fees not earned by Fortress PATENTS / IP or required by the US PTO may be returned.
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Refunds – There are no refunds of earned fees as intellectual work has been expended and other opportunities set aside.
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Signature - Ralph W. Oakeson
Ralph W. Oakeson, PhD, MBA for
Fortress PATENTS / IP 
USPTO Registration 72,700
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Disclaimers
There are no current disclaimers.  See the general Engagement Tenets above.
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Signature - Ralph W. Oakeson
Ralph W. Oakeson, PhD, MBA for
Fortress PATENTS / IP 
USPTO Registration 72,700

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Contact Fortress PATENTS
If you have questions, wish to become more acquainted, or get started we invite and welcome your contact.
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Fortress PATENTS, Inc.
800-519-3611
IR@FortressPATENTS.Com
Contact Ralph directly at Ralph@FortressPATENTS.Com
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