8 Key Strategies to Follow Before Filing for a Patent

key strategies to follow when filing for a patent

Filing for a patent is a critical step in protecting your invention and ensuring others can’t legally copy, use, or profit from your idea. But the process isn’t as straightforward as simply filling out a form. There are several strategic decisions and legal considerations that can make or break your patent application.

Whether you’re a solo inventor or a business bringing a new product to market, these eight strategies will help guide you through the patent application process and increase your chances of success.

1. Start with Thorough Research

Before submitting a patent application, it’s essential to conduct in-depth research to make sure your invention is truly original. Searching existing patents helps confirm that your idea hasn’t already been claimed and reduces the risk of infringement.

A thorough patent search not only protects you from legal challenges but also strengthens your application. It gives you a better understanding of how to position your invention in a way that highlights its novelty and usefulness. A patent attorney can assist with this process by conducting a professional patentability assessment.

2. Understand the Right Patent Type for Your Invention

Choosing the right type of patent ensures you receive the proper legal protection. Utility patents cover new processes, machines, or compositions of matter — essentially how an invention works. Design patents, on the other hand, protect the ornamental appearance of a product. There are also plant patents for inventors who create new plant varieties.

Filing under the wrong patent category can lead to unnecessary delays or even rejection. Taking the time to understand which patent applies to your invention is a key part of your filing strategy.

3. File a Provisional Patent Application to Secure Your Spot

If your invention is still being developed or refined, a provisional patent application (PPA) can be a valuable first step. This allows you to establish an early filing date without needing a fully completed application right away.

During the 12-month window after filing a provisional patent, you can continue improving your invention, conduct market testing, or seek funding—all while using the term “patent pending.” When you’re ready, you can then submit a non-provisional application and retain your original filing date, giving you a competitive edge over others in the same space.

4. Draft a High-Quality Application

Your patent application must be clear, detailed, and well-structured. It should describe the invention thoroughly — how it works, what makes it unique, and why it’s useful. The claims section, which defines the legal scope of protection, must be carefully worded to avoid loopholes or overly narrow definitions.

Visual elements, such as drawings or diagrams, can also play a vital role in illustrating the technical aspects of your invention. Poorly drafted applications often result in rejections, so this is an area where precision and professionalism are key.

5. Work with an Experienced Patent Attorney

While it’s possible to file a patent on your own, doing so can be risky. Patent law is filled with specific language and procedural requirements that can trip up even the most detail-oriented applicants.

An experienced patent attorney can guide you through the process, help draft airtight claims, respond to office actions from the United States Patent and Trademark Office (USPTO), and even assist with international filings if you’re planning to expand globally. Working with a professional significantly improves your odds of approval and long-term protection.

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6. Think Globally: Consider International Patent Protection

If you plan to sell or license your invention outside the U.S., don’t wait too long to explore international protection. Many countries follow strict “first-to-file” rules, meaning that once your invention is disclosed publicly (even by you) you may lose the ability to file in those regions.

One efficient approach is filing through the Patent Cooperation Treaty (PCT), which allows you to submit a single international application and later choose which countries to pursue protection in. This gives you more time to assess global markets while preserving your rights in over 150 participating countries.

7. Keep Your Invention Confidential Until You File

Publicly disclosing your invention before filing a patent can have serious consequences. In many countries, doing so can make your invention ineligible for patent protection altogether. Even in the U.S., there’s a limited one-year grace period following public disclosure—miss that window, and your rights could be gone for good.

To safeguard your idea, avoid pitching it to investors, presenting it at trade shows, or sharing it online before filing. If you must discuss it with others, always use a Non-Disclosure Agreement (NDA) to maintain confidentiality.

8. Stay on Top of Deadlines and Maintenance Requirements

Filing your patent is just the beginning. You’ll need to meet specific deadlines to keep your application active and, later, maintain your patent once it’s approved. For example, if you file a provisional patent, you must submit the non-provisional application within 12 months.

After your patent is granted, you’ll also need to pay maintenance fees at regular intervals to keep your rights in force. Missing deadlines can lead to abandonment or expiration, so it’s important to track all requirements or work with a legal team that can do it for you.

Final Thoughts

Filing for a patent is a big step toward protecting your intellectual property rights—but it requires more than just a great idea. It takes careful planning, legal strategy, and ongoing attention to detail.

By conducting proper research, choosing the right patent type, drafting a strong application, and working with a qualified attorney, you can avoid common mistakes and maximize your chances of success. Whether you’re filing for your first patent or planning international protection, following these strategies will help you secure the rights you need to move forward with confidence.

Need expert help navigating the patent process? At Patent Michigan, we’re here to guide you every step of the way. Contact us today to schedule a free consultation and take the first step in protecting your invention.

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