how we work
Cooperation process
1. Audit
Brief interview and assessment of the current situation: objectives, risks, and time and budget constraints.
IP: review of solutions, preliminary protection capacity, collision risks (preliminary FTO).
Accounting: compliance (JPK/SAF-T), R&D/IP Box reliefs, policies and records.
Grants: quick audit of calls for proposals (EU 2021–2027, national, regional), project readiness.
Law: contract analysis (R&D, licensing, NDA), compliance with civil, commercial, and tax law, identification of legal risks (e.g., liability, personal data protection, compliance).
2. Strategy
Action options, schedule, responsibilities, and success indicators (KPIs).
IP: application path (PL/EU/WIPO), TM class priorities, FTO plan.
Accounting: settlement model, eligible cost records, KPI dashboard.
Grants: selection of competitions, budget, KPIs, risk map, and milestones.
Legal: development of a contractual strategy (e.g., licenses, cooperation, consortia), analysis of compliance with grant and tax regulations, preparation of legal documentation supporting implementation.
3. Implementation
Plan execution, transparent communication, and iterations based on results.
IP: filings & official correspondence, licenses, enforcement of rights.
Accounting: ongoing accounting, HR/payroll, tax relief settlements, monthly dashboards.
Grants: applications, settlements, audits, sustainability of results.
Law: ongoing legal support (e.g., contracts, disputes, data protection), handling of inspections and audits, updating documentation in line with implementation results, enforcement of contractual provisions.
The IP-TAX process combines legal, tax, and project expertise to ensure security, efficiency, and compliance. Our approach supports innovation and protects your interests at every stage of development, but we are also open to dialogue.
Your needs are key to us, and we strive to meet them.
