Intellectual property portfolio audit
Your business already has assets you cannot touch: a trademark, a domain, website texts, designs, software code, customer lists, internal methodologies, contracts. It often seems that all of this automatically belongs to the company. But in a dispute it may turn out that the rights were not transferred, the mark is not registered, the contracts do not protect you, and a competitor can use a very similar name.
An intellectual property portfolio audit shows what really belongs to your business, what is vulnerable and what is worth sorting out first. Within 2-4 weeks you will have a clear action plan with specific steps.
a fixed audit price + VAT, no “extra hours”
weeks from start to a concrete action plan
IP areas reviewed in a single fixed piece of work
This audit is relevant to you if at least one point applies.
If you recognised yourself in even one point – below you will see six typical scenarios that become most expensive when you put them off.
Six situations that always come suddenly.
You are thinking about an investor, a sale or a merger
A competitor has started using a similar name or logo
A former employee has gone to a competitor or started their own business
You are planning activities abroad or a new product
You use template NDAs or employment contract annexes from the internet
The company grew faster than you managed to sort out the documents
THE AUDIT IS CARRIED OUT BY AN EXPERT
A specialist for whom intellectual property portfolio auditing is a field of many years’ practice.
Martynas Šukevičius
Patent attorney · Lawyer’s assistant
“I worked mostly with Martynas – he perfectly reflects what sets Metida apart. He genuinely strives to understand the client’s needs and efficiently achieves results without unnecessary complexity. What distinguishes him from other lawyers is his proactive communication and his ability to explain complex IP matters clearly and practically.”
Source: Legal 500 – Lithuania, Intellectual Property, 2025
What is an intellectual property portfolio audit, simply put?
It’s like a health check for your business. Only instead of blood tests, we check not the body but the things that make your business yours: the name, logo, designs, website, software, customer base, employee and contractor agreements, trade secrets, registered and unregistered trademarks.
what belongs to your company, what is not properly protected and what needs to be sorted out first.
What will you get after the audit?
Four concrete things you will have in hand within a few weeks.
A clear list of your business’s “invisible assets”
A risk map
A priorities plan
A document you can show to management, an investor or a buyer
What do we check during the audit?
Eight areas where both value and vulnerabilities most often lie.
| Area | What we look at |
|---|---|
| Trademarks | Whether the name and logo are registered, in which countries they are protected, and whether there are conflicts with similar marks. |
| Domains and social media | Whether the online identity (.lt, .com, social media accounts) belongs to the company, not to an employee or a former partner. |
| Designs | Whether the appearance of a product, packaging, website or visuals can be protected as a registered design. |
| Copyright | Who holds the rights to texts, photographs, designs, software code and internal documents. |
| Software | Whether it is clear who owns the code and its libraries, and whether there is a risk of licence infringements. |
| Trade secrets | Whether customer lists, pricing methodologies, internal processes and know-how are protected. |
| Employment and contractor agreements | Whether employees and freelancers have transferred the rights to what they created. Whether there are valid NDAs and non-compete clauses. |
| Licences and partnerships | Whether it is clear who allows whom to use the mark, methodology or content. Whether these contracts protect you, not just the other party. |
The problem is that the assets have already been created, but the rights to them are not fully sorted out. The audit reveals that gap.
What you will get after the audit
A sample report –
download it and see.
A 17-page sample report with the structure of real METIDA practice. All data is anonymised, but the depth of analysis and the format match what you will receive when you order your intellectual property portfolio audit.
What people ask before ordering.
Answers to frequently asked questions about the intellectual property portfolio audit.
Yes – if you have a name, logo, website, customer base, or work created by employees or freelancers. IP risks often arise while the business is still small – precisely when people think about it the least. It is precisely a small and growing company that is most vulnerable, because it has no in-house lawyer, and problems often surface suddenly – when it is already too late.
No. About 90% of audit objects are not patents. These are trademarks, copyrights, trade secrets, contracts, customer bases, internal processes. Patents are only a small part. Even if you have not created any technology, your business still has dozens of things that make up its value and can be copied.
No. The purpose of the audit is not to sell as many registrations as possible, but to show priorities. Some things are worth handling immediately, others can be postponed. Some things are not worth handling at all. After the audit, you decide – not us.
No. We start from what you have. Even if you have few documents or they are lost – the audit helps you understand what is missing. The most common scenario: there is an employee’s employment contract, but no clear IP provision; there is a logo, but no transfer of the designer’s rights. That is exactly where we start.
Yes. This is one of the most common risks: a design, texts, software code or other material created externally, but the rights are not clearly transferred to the company. It seems, “we did pay” – but legally the author is still the person who created it. The audit reveals this clearly and suggests how to fix it.
Yes. An investor is only one of the situations. The audit is also relevant if you fear copying, work with partners, expand into new markets, change your trademark or hire creators. In short – it is always relevant when there is something valuable in the business that can be lost.
A consultation answers one specific question that you already know you have. The audit gathers a whole list of questions you haven’t yet thought about – and arranges them in order of importance. After a consultation you have an answer; after an audit – clarity and an action plan.
The whole process – 2-4 weeks, depending on the size of the company. From your side, roughly 2-3 hours of conversation and a few answers by email will be needed. We do the rest of the work – checking databases, analysing and preparing the report.
Yes, €1,500 + VAT is the fixed price of the entire audit – no “extra hours”. After the audit you receive a report with recommendations. If you decide to register or sort something out – those are separate jobs with separate prices, which will be clearly stated in the report. But you are not obliged to do anything.
Yes. Patent attorneys are, by law, bound by professional secrecy – the same principle as with lawyers or doctors. If needed, we additionally sign a confidentiality agreement (NDA) suited to your internal requirements.
Intellectual property portfolio audit
Intellectual property portfolio audit
A one-off check. A single document with the result.
+ VAT · fixed price, no “extra hours”
THE PRICE INCLUDES
- An initial analysis of your business’s IP situation
- A check of public registers (LT, EU, domains)
- A conversation with a patent attorney
- A check of contracts and content assets
- A list of risks with priorities
- A specific action plan
- A clear PDF report
- Recommendations on what to do first
This is not a monthly subscription or a long-term commitment. It is a one-off check, after which you know what you have, what you don’t have and what is worth sorting out.
Have questions before starting?
Let’s get in touch and have a short talk – we will help put the first questions in place.
Leave your contact details
We will reply within 1 business day and arrange the first conversation.
Order an intellectual property portfolio audit and trademark registration, and we will ensure 12 months of continuous monitoring of your mark at no additional cost.
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