§Scope & Disclosures

Non-legal patent services, with the line drawn in public

We do research, analytics, illustration, commercial assessment, brokerage, licensing introductions, and administration. We do not practice law. This page shows exactly where the line runs, and what we put in writing before you pay us anything.

A plan view of a walled garden containing research instruments, with a clearly marked gate and a path leading to a separate building outside the wall.
Fig. 8Good fences make honest neighbors: we work inside the line, and we show you where it is.

§ 01Context

Why this page exists

Metadragons LLC provides non-legal patent services. We are not a law firm, and we are not registered to practice before the USPTO. We provide technical, analytical, commercial, and administrative services only. That sentence appears in our footer, but a footer is easy to skip, so this page spells out what it means in practice.

A clear boundary is not a limitation we tolerate. It makes the work faster and more honest. When everyone knows where research ends and legal judgment begins, nobody waits on the wrong professional, nobody pays legal rates for reading, and nobody mistakes a search report for a legal opinion. Good fences make honest neighbors.

There is a second reason. The market for invention services has a long history of schemes that took money from inventors with promises nobody could keep, and the Federal Trade Commission still warns consumers about them. We would rather be judged by what we refuse to do than by what we claim. So we publish both, along with the written disclosures we give before inventor engagements. Our method and engagement process are public too.

§ 02What we do

Seven families of non-legal work

Every service below produces facts, figures, records, or introductions. None produces a legal conclusion.

§ 03 — Boundaries

What we never do

These lines hold on every engagement, for every client, regardless of fee.

  • No legal advice or representation.
  • No drafting, filing, or prosecution of applications.
  • No legal opinions on patentability, infringement, validity, or freedom to operate.
  • No drafting or negotiating of agreements.
  • No litigation work.
  • No regulated financial, investment, accounting, or tax advice.
  • No guarantees of issuance, sale, licensing revenue, or returns.

A freedom-to-operate (FTO) opinion is a legal opinion that only a patent attorney can give. Our Product Clearance Search supplies the search your attorney’s opinion relies on.

§ 04Practitioners

How we work alongside registered practitioners

Federal rules reserve practice before the USPTO for registered attorneys and agents. The definition in 37 CFR § 11.5(b)(1) covers, among other things, preparing and prosecuting applications and drafting replies to the Office. We stay on the research side of that line, and we keep our outputs factual: references, technical mapping, drawings, records, and commercial ranges.

In practice, that means three things.

  • Reports go where you direct them. We deliver to you or to your patent attorney or agent. Legal conclusions about what the references mean are theirs to make.
  • We coordinate; we don’t substitute. When a legal step is needed, we coordinate with your independent registered patent practitioner. If you don’t have one, we can share a list of independent practitioners to contact. We receive no referral fees.
  • A practitioner’s client stays their client. When an attorney or agent engages us, we never contact their client without permission.

Practitioners can read more about working with us.

§ 05Written disclosures

Written disclosures to individual inventors

Federal law, at 35 U.S.C. § 297, requires invention promoters to give individual inventors specific written disclosures before entering into a contract. The statute lists five:

  1. How many inventions the promoter has evaluated for commercial potential in the past 5 years, and how many of those evaluations were positive and negative.
  2. How many customers have contracted with the promoter in the past 5 years, with certain exclusions.
  3. How many customers the promoter knows to have received a net financial profit as a direct result of its services.
  4. How many customers the promoter knows to have received license agreements for their inventions as a direct result of its services.
  5. The names and addresses of all invention promotion companies the promoter or its officers have been affiliated with in the previous 10 years.

The statute also lists exclusions, including one for anyone evaluating the commercial potential of, or offering to license or sell, an issued utility patent or a previously filed nonprovisional utility application. Whether any law applies to a particular engagement is a legal question, and we don’t rely on an exclusion to decide what to tell you.

Our policy: we provide written disclosures to individual inventors before any engagement, consistent with 35 U.S.C. § 297. They address the statute’s categories, and they also state the scope of the work, the fixed fee and what it covers, that we are not a law firm, that no outcome is promised, and, for brokerage, the success-fee terms. They also say, in writing, that we will tell you plainly if the commercial evidence is weak. You will have them before you pay anything. See how this works for independent inventors.

§ 06Compare

The FTC’s red flags, and what we do instead

The Federal Trade Commission lists the tactics of invention marketing scams. Here is each one beside the practice we use to avoid it. Our guide to invention promotion red flags goes further.

ItemWhat the FTC warns aboutWhat we do instead
Profit promisesLying about an invention’s profit potential, or promising that you will make moneyWe promise no profits, sales, or licenses. Valuations are commercial estimates with stated assumptions.
Large or unclear feesDemanding large upfront fees, or refusing to say what all the services will costA fixed-fee written quote before any work, covering everything in scope. Nothing billed beyond it without written approval.
Uniformly positive reportsMass-produced “positive” market reports, or telling inventors their idea is among the few with potentialWe tell you plainly when references are close or commercial evidence is weak, and we put it in writing.
Unproven connectionsClaiming special relationships with manufacturers, or a proven market without real proofWe claim no partnerships. Buyer and licensee lists come from documented research, and every introduction is recorded.
Verbal promisesPromises made in conversation that the contract leaves outScope, deliverables, fees, and success-fee terms are written down before work or marketing begins.
A “global” patentPromising worldwide protection from a single filingWe file nothing. Questions about protection in other countries go to your registered practitioner.
Fake reviewsFake online reviews, or threatening former clients with lawsuits over negative onesWe publish no testimonials at all, and our engagement profiles are labeled illustrative composites.

§ 07Composites

Engagement profiles and testimonials

Our engagement profiles are illustrative composites. Each is drawn from typical engagements, with details changed, and no real client is depicted. Every profile says so near the top, and any figures in them are labeled as illustrative.

We publish no testimonials, named or anonymous, and no client logos. Client confidentiality is one reason. The other is that testimonials in this market have earned suspicion: the FTC’s 2024 rule on consumer reviews and testimonials bans fake reviews and testimonials, including AI-generated ones and those from people with no real experience of a business. Rather than ask you to trust quotes, we publish our method, our scope, and our turnarounds, and let you check our work.

For the same reason, you won’t find client counts, deal totals, success rates, award badges, or membership logos on this site.

§ 08Valuation and finance

Valuation and financial disclaimer

Our commercial valuations are business estimates for planning. They are presented as ranges, built with cost, market, and income-based methods, and every assumption is written down. They are not fairness opinions, tax appraisals, accounting valuations, or investment advice, and they are not prepared for financial reporting, tax filings, or litigation. If you need a valuation for one of those purposes, use a qualified appraiser, accountant, or expert.

Our due-diligence data packs report facts from public records: family structure, recorded assignments, maintenance status, citations, and comparables. Whether a chain of title is sound, or what a recorded gap means legally, is a question for your counsel.

We do not arrange loans, securities, or investment interests, and we give no regulated financial advice. In brokerage, we coordinate introductions and logistics; your counsel drafts and negotiates the agreements. No outcome is guaranteed. Read more about commercial valuation.

§ 09Questions

Scope questions

Something else on your mind? Call (505) 357-5188 or write to info@metadragons.com.

Can your search tell me whether I can launch my product?

No. A freedom-to-operate (FTO) opinion is a legal opinion that only a patent attorney can give. Our Product Clearance Search supplies the search your attorney’s opinion relies on: in-force patents organized by feature and jurisdiction, with an audit trail.

Why give § 297 disclosures if some of your work may be excluded?

Because the disclosures protect inventors whether or not a statute requires them. Deciding which law applies is a legal question, and an honest firm shouldn’t need a loophole. Every individual inventor gets them in writing before any engagement.

Will you recommend a patent attorney or agent?

We don’t recommend one over another. If you need a practitioner, we can share a list of independent practitioners to contact. We receive no referral fees, and the choice is yours.

Why don’t you publish testimonials or client numbers?

Client confidentiality, and because unverifiable claims are exactly what this market has taught inventors to distrust. We publish our method, scope, and turnarounds instead, and our engagement profiles are clearly labeled composites.

Can your valuation be used for taxes or financial statements?

No. Our valuations are commercial estimates for business planning. For tax, accounting, or financial-reporting purposes, use a qualified appraiser or accountant.

§Next step

Questions about where the line sits?

Ask before you engage us. If something you need is legal work, we’ll say so and point you to independent practitioners, with no referral fees.

(505) 357-5188info@metadragons.comMonday–Friday, 8:00 a.m.–5:00 p.m. Mountain Time