The only "Patent It Almost All By Yourself” book and self-paced on-line course
Draft airtight utility patents in weeks, not months or years
Embrace The Schwartz Method (TSM) and learn how to flawlessly draft, file, and prosecute utility patents, saving thousands...all from the inventor point of view
TSM is the proven utility patenting technique that Schwartz perfected over 25 years, pro se prosecuting in front of the PTO as sole inventor. As entrepreneur, he built and licensed his extensive utility patent portfolio - tap into his years of experience, now available in the INVENTOR Starter-Kit, Book, and Self-Paced Course:
- In non-legalese, Schwartz explains and demystifies MPEP rules, drafting basics, filing tactics, and prosecution “potholes”. Thru the lense of The Schwartz Method (TSM), he teaches his proven, best practice, utility patenting method to you and your team.
- For inventor to patent counsel and all members of the patenting team in between.
- It’s explained and taught in his 3rd print edition book “Utility Patenting for IP SAVVYS” and his 4th on-demand course release “Intellectual Property BoostCamp”.
- Discover the unique difference that Schwartz’s Utility Compliant Invention Disclosure (UCD) can make in your patent workflow.
- Gain unexpected traction and financial results when you optimize the conversation for each patent decision with TSM.
Utilize the book and course to change your utility patenting conversations today
Click on any tab below to learn more about how TSM makes the difference
Introduction to the Book and Course
Introduction to IP SAVVYS Book & IP-BC Course
Finally close the skills gap among the key players on your patent team.
This course website is a robust resource that provides you with a comprehensive overview of Schwartz’s framework for drafting, filing, and prosecuting your patent application.
Specific examples of how the lessons are delivered and taught are shared under the “sample lessons” tab.
The book is a quick start way to understand TSM. Read the book in one sitting. Assess what you do and don’t know about getting airtight utility patents.
Afterwards, take the course LEVEL aligned with your patent role. When you assign an IP-BC Course LEVEL to each team member engaged in the utility patent effort, everyone will get aligned in the IP Zone, together.
Use the TSM approach. It’s as easy as 1-2-3. Learn how to:
- Follow Schwartz's ABC rule (Always Be Claiming).
- Ensure properly scoped claims that align with your best mode preferred embodiment.
- De-risk your specification from Fatal Office Action Rejections (FOARs) using Schwartz’s 80/20 rule, BEFORE filing.
- Be first-to-file, published right-first-time, and issue with clean file wrappers.
- Save >70% of your prior utility patent expense, especially during prosecution.
Discover the methods, tips, and techniques finally available in print and online from Schwartz, recognized as the inventor of the surface computer, with conversation changing guidelines for CEO's, inventors, and their patent counsel.
- After securing his first global patent at great expense with Fish&Neave, he filed and prosecuted using successive volumes of PRESSMAN’s "Patent It Yourself". Schwartz compressed this extensive 20+ year PTO experience into a “must have” compact narrative in the widely acclaimed book and course.
- The book is a “tell all” that shares the entire TSM method. The course is delivered as a completely self-paced, updated, tested, and proven patent drafting discipline, perfected across a diverse set of subject matter categories while building his portfolio of utility patents.
- The course teaches key techniques in progressive LEVELS based on need and experience, from Beginner to Advanced-Practitioner (it includes the avoiding Fatal Office Action Rejections Starter-Kit and the complete book).
- Take Schwartz with you on your patent journey and boost critical insight during each PTO stage. As you advance down the drafting/filing/publishing learning curve, avoid expensive show stopping Fatal Office Action Rejections (FOARS) BEFORE filing.
- Finally get all players IP SAVVY, streamlining patenting budgets and reducing prosecution expenses, all the while improving patent quality.
Note: The easiest way to start is to use the ROLE selector to make your choice of where to begin. Click here for a quick guide to starting.
Note: When you elect a LEVEL and log-in to our advanced KAJABI Learning Management System, your private IP-BC course library is automatically loaded including the complete book and FULL Starter-Kit detailing Fatal Office Action Rejections (FOARS) and how to avoid them.
Note: The next sections provide a complete course outline, access to the book synopsis, comprehensive explanations of all IP-BC LEVELS, along with expected learning outcomes. Follow the page links for details.
Note: The IP SAVVYS book offers a comprehensive, standalone guide on using TSM to achieve improved utility patent outcomes. CEO and Angel Investors find the book a particularly useful place to start. Our book site can be found by following this link.
Getting started with IP-BC
Use the tabs below to explore the IP SAVVYS approach.
Get the book as a stand-alone desk top resource. The book is included with each course LEVEL. When you decide to embrace the course, choose the LEVEL you need based on your IP role/tasking. Quick start with the Book or a Starter-Kit. Go Further with an IP-BC course LEVEL.
All content is self-paced, on-demand. Enjoy delivery by logging into your own private library on our advanced Learning Management System...24/7 in the comfort of your work space, on any platform, from anywhere in the world.
As a customer of any of our IP SAVVY tools, when logged in, enjoy access to our Patent Blog (Inventor Point of View), referral access to TSM certified Patent Counsel, upgrade Special Offers, and use of our complete STORE.
Consider making our IPSAVVYS Learning Management System, with all of it's utility patenting tools, an integral part of your company or law firm's continuous learning platform.
Join our many satisfied customers who have already taken Schwartz on their journey through the IP corridor of uncertainty.
Move your team into the IP-Zone with TSM...earn your patent stripes together... secure impact patents
Fatal Office Action Rejections (FOARs) & How to Avoid Them With TSM
Understand FOARs
Dominoes set in motion
- Black dominoes: Invent-Draft-File
- . . . wait for Office Actions
- Red dominoes: get the FOARs VERDICT
- Will the chips stay black and fall in your favor?
It all depends on whether you de-risked for FOARs BEFORE filing and CLAIMED RIGHT FIRST TIME.
Rejections on (101) patentability, (102) novelty, (103) unobviousness come first. Rejections for specification, definiteness, and best mode enablement (111,112,113) will kill you. When everyone understands this, you're well on the way to changing your IP conversation.
Why does any of this matter? It’s First-To-File now, not First-To-Invent!
The ABC Rule from TSM: Always Be Claiming...Why? Because the pyramid is flipped upside down < THEN -> NOW>
- THEN <First-To-Invent>: Before America Invents Act (BAIA) it was F-T-I. Many provisionals were filed with specifications but NO CLAIMS...they were "perfected" with new matter on conversion. Provisional claims sought priority from the first date of conception, but were often rejected, and if allowed, they were severely narrowed.
- NOW <First-To-File>: After America Invents Act (AAIA), it's F-T-F. Getting your patent application airtight, right-first-time, unambiguously specifying & claiming the Preferred Embodiment during product development, with claims that do not require adding new matter...TSM filed applications are de-risked from FOARs before filing, avoid fatal rejections during prosecution, and publish with good claim scope and clean file wrappers.
TSM Why/What/How
Why TSM?
Serious about patents? We were too.
It's the reason why I developed TSM, as a repeatable way to avoid FOARs before filing
...now I'm sharing it with you, in my book and course, as a way for you to succeed in the same way I did.
I spent the last 35 years on a journey down the "IP corridor of uncertainty" . . . opening every door inventing, drafting, filing, prosecuting, & licensing a portfolio of global utility patents.
David Schwartz, serial inventor, entrepreneur, & course author shares The Schwartz Method (TSM), "secret sauce", for securing airtight patents: "I secured over $40m in royalty bearing sales, on over 250 non-infringed claims, across a diverse set of inventions, using my TSM/BBT patent de-risking method".
Turn what you have into what you protect.
What is TSM?
The Schwartz Method is a one-of-a-kind, MPEP (Manual of Patent Examining Procedures) compliant utility patent drafting technique developed by Schwartz.
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TSM is a set of procedures that provide an unambiguous and definite way to draft and publish an airtight Utility Patent. Surely a coveted "HOLY GRAIL”.
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TSM offers a process that "begins with the end in mind", by requiring the drafting of Utility Compliant Disclosures (UCDs) instead of simple Invention Disclosures(IDs).
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TSM is a universal, subject matter independent drafting technique that ensures the disclosure of key patentable elements in the latest, best mode, Preferred Embodiment (PE).
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TSM uses a unique, reusable, iterative “inside-out” drafting sequence to form comprehensive invention disclosures that expose, capture, and claim "the inventive step".
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TSM ensures at least one novel and non-obvious claim, recognizing that what you see in a published MPEP patent is not "how you get it".
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TSM embeds incremental claiming in each ideation step of the product development life cycle using Schwartz’s Big Bang Theory (BBT) of invention formation.
Schwartz honed TSM, pro se, as sole/lead inventor on over 30 of his own utility patents comprising more than 250 non-infringed claims, across a diverse range of utility patent classifications.
Use it with Patent Counsel to anticipate and de-risk your specification and claims from Fatal Office Action Rejections(FOARs), before filing.
Use it with the Examiner during prosecution to secure your best possible claim scope and to publish with a clean file wrapper.
Origin of TSM explained
With BBT as innovation timeline
Born of Trial & Error
I developed The Schwartz Method (TSM) and Big Bang Theory (BBT) of IP capitalization re-working and perfecting my method as "a matter of life or death" on dozens of pro sea utility patents, across diverse subject matter. In BBT, we go back in time and start at T=-5 (conception). Then we work forward to the key event, Notice of Allowance @ T=0, when the “world begins”. It is the sequence of events we use to integrate TSM with the product development life cycle.
I filed globally, prosecuted my applications to issue, and licensed for royalty bearing sales. My best patents were de-risked from Fatal Office Action Rejections (FOARs) BEFORE FILING...so I documented my method!
My promise: Using IP-BC, IP hunters like yourselves can create and and draft high quality SCA patents during product development, all at the lowest cost.
How does TSM work?
TSM is integrated into your product life-cycle
With TSM you will always be claiming. Non-provisional applications drop out of the shoot with airtight patent specifications and claims:
- First: TSM employs what we call the Utility Compliant invention Disclosure (UCD). UCDs are different than simple Invention Disclosures. They capture non-obvious elements of your best mode preferred embodiment in language understood by your lead inventors.
- Then: TSM iterates to select your best and final UCD for preparing a non-provisional patent application de-risked from Fatal Office Action Rejections (FOARs) before filing.
- Next: With TSM, when it's time to review your TSM drafted patent, they're more readily reviewed and approved because the lead inventors understand claim scope.
- When: the application is filed, it's airtight and right-first-time, simplifying prosecution by not having to add new matter or narrow claims.
- With TSM You Can: enjoy being first to secure a notice of allowance for your published patent with properly scoped claims and a clean file wrapper.
- When you get onboard: as a set of best practices, TSM can be your standard for patenting, serving throughout your entire drafting, filing, and prosecution.
Realize the benefits of using Schwartz’s critical thinking guidance and tips to re-focus all of your patenting conversations.
Back to topIP-BC FAQ's
How IP-BC changes your IP conversation
As a Utility Patenting Champion, turn your IP GOALS into IP OUTCOMES
WHERE, WHEN, & HOW
IP-BC is delivered in an innovative, easy to use on-line learning platform, 24/7 in your course library, with log-in access right here.
WHERE: Select the book or a LEVEL and your personal IP library is configured with everything you need. WHEN: Log-in and work on line/self-paced, 24/7, on any device, from any browser, any where in the world. HOW: IP hunters are at different points in their journey, so the book & course have targeted designs. The book is complementary to the course. Entry is for everyone. Take the full length webcast featuring Schwartz's "Big Bang Theory of IP Capitalization". Intermediate uncovers "The IP Corridor of Uncertainty" and highlights risky potholes & workarounds. Advanced explains the ins and outs of TSM. In Advanced-Practitioner, apply your own IP with TSM's rubric in a 30-Day IP Challenge to draft your airtight patents.
WHAT is IP-BC?
In less than 1/2 day, apply 30 years of Schwartz's IP experience and accelerate your Utility patent filings in days instead of months.
WHAT: Intellectual Property BoostCamp is a Do It Almost Yourself Utility Patenting book & course for all IP roles & titles. How? The book can be read in one siting. course is designed in LEVELS from Entry to Advanced-Practitioner. Use Schwartz's Big-Bang Theory of IP Capitalization (BBT) & The Schwartz Method (TSM) to get 20/20 hindsight into how to prepare and file high quality utility patents @warp speed. IP-BC is for patent drafting in all subject matter areas because Schwartz designed TSM using his 85%/15% rule. TSM provides an airtight method for filings that anticipate Office Action(OA) REJECTIONS, eliminating "fatal" filing errors BEFORE filing. Lower patenting costs and improve portfolio asset value.
WHO is it for and WHY?
Select a course LEVEL from Entry to Advanced-Practitioner. Be the Utility Patenting Champion. Start as an INDIVIDUAL(Solo) or as part of a TEAM.
WHO: Schwartz structured IP SAVVY Tools for ALL IP roles & titles from CEO, inventor, entrepreneur, R&D leader, manufacturing engineer, product/marketing manager, IP liasos, to inside /outside counsel. WHY: Whether you are are acting solo or as part of a team, it's inevitable that patenting goals are inherently in conflict. When everyone embraces TSM, you get 80 more IP Intelligence Quotient points. When you align your patenting goals by role, your objectives will come into focus and allow for increasing trust and dynamic stability on your team. Melding conflicting IP points of view offers new and more effective ways to file great, airtight patent applications . . . Enjoy all of the "IP-AH-HA"' moments together.
IP Savvy Tools and LEVELS
Why IP-BC Course LEVELS?
The Book can be read in one sitting. To really get everyone on your team into the IP ZONE, add in course LEVELS. In the zone, each member understands/uses the same patenting language and guiding principles. They contribute to the patenting process based of their specific role and tasking.
Where do IP SAVVY Tools fit in?
- TSM utility patenting is the course NOT TAUGHT IN LAW SCHOOL.
- IP-BC offers a LEVEL for every role/title in the patent hunt, allowing you to get IP Savvy together.
- Course LEVELS are: ENTRY, INTERMEDIATE, ADVANCED, and ADVANCED-PRACTITIONER
- Find out WHAT’S in each LEVEL by clicking this link
- Find out WHICH LEVEL you should take based on role/tasking by following this link
- In the world of rule explanations and patent training, a lot more is said than done. Read the IP SAVVYS book, then assign the IP-BC LEVEL to get each team member into the IP ZONE using your IP. Each LEVEL is based on your IP role/title/tasking, from CEO to innovator/inventor.
Why offer the IP SAVVYS book?
- The book is a tell all of insider secrets on patenting and is a complete, standalone guide to patent drafting using The Schwartz Method (TSM).
- The IP SAVVYS book is the best "pre-read" before taking the course, to learn what you already know as well as what you really need to learn more about when it comes to getting impact utility patents.
- The course offers an even more comprehensive on-line, self-paced approach for individuals and teams to becoming utility patent drafting savvy.
Each IP-BC LEVEL (Entry, Intermediate, Advanced, Advanced-Practitioner) has an eBOOK with ALL content.
All LEVELS are completely from the INVENTOR POINT OF VIEW. Augment your current legal perspective with Schwartz's critical insights.
It's a complete course
Every LEVEL has an easy to follow road-map
- On our LMS platform
- Automatic login w/library
- Download at will
- Each LEVEL includes all prior content
- Each LEVEL has an eBOOK with everything
Each LEVEL's "GPS-NAV" guide helps you thru by highlighting what's new
Every LEVEL, including Starter-Kit, uses on-demand video content, story-board content, and an easy to follow learning format comprising:
INTRODUCTION, WTPOA (Worth the Price of Admission), RESOURCE LIST/PDF's, eBOOK, FUNDAMENTALS, WHAT'S NEW IN THIS LEVEL, BONUS/TIPS, WRAP-UP/WHAT's NEXT.
Select An IP-BC LEVEL Based On Content Back to topIP-BC Benefits
Benefit: Get Impact Patents
at the highest quality and the lowest cost
- Preparation fees can run $5,000 - $25,000 or more
- Prosecution fees can easily double preparation fees
- Fatal Rejections result in abandonments as total loss
Lost time, questionable protection? ... Reduce your total utility patent spend by >70% and publish impact patents with Strategic Competitive Advantage (SCA)
Saving this much depends on getting everyone IP SAVVY with IP-BC's TSM, from CEO to innovators, and all hunters in-between.
Benefit: De-risk FOARs
Before filing...This is how we do it
Integrate TSM/BBT with product development. Stop filing as an after-thought with our blueprint:
- Enable, Novel & Obvious (1,2,3)
- Focus/refine Best Mode (4)
- Exhaustive search/redraft (5)
- Iterative de-risking w/IDS (6)
- File/prosecute DocPak (7)
Whether you're first to invent, TSM is how to be First-To-File. TSM makes patenting an "engineering discipline" by tying it's IDPAW, UCD, UCPA, & UCP into Product Lifecycle Management.
Benefit: The Village Effect
Common language vs Tower of Babel
- When everyone , from inventor to CEO we’re "IP-Savvy", then
- Patent apps popped out of the product roadmap
- IP hunters used different tool kit components
- All contributed to lowering IP costs
They used TSM with BBT to integrate patenting into their Product Life Cycle. They were First-To-File (F-T-F) SCA patents on product delivery. They got critical differentiation and increased value.
Benefit: Shared Goals
"Got IP-zone"?
- Even though each of their IP GOALS differed,
- By sharing the IP-zone, ALL "roles & titles", especially CEO found common ground
- ...and TSM worked for ALL Subject Matter classifications with it's 85%-15% rule
IP hunters can take any LEVEL and upgrade as needed. Delivered in language everyone understands, TSM has tools for every IP role/task.
Benefit: BBT as unifying model/integrates with TSM
BBT integrates TSM in the product life-cycle
- BBT ties R&D to Product Creation at T=-5
- BBT aligns product introduction w/patent filing
- BBT ties Patent Monetization to BusDev at T=0
- The underlying TSM ensures SCA patents
- TSM and BBT together, provide a reusable, repetitive iteration best practice process for your product life-cycle
Time your patent drafts in synch with your go-to market steps. How? Optimize your IP workflow, prioritize your P-E's, and build your SCA patent portfolio with TSM/BBT. If it's worth doing once, it's worth doing again!
Benefit: TSM lessons delivered in plain English
Using easily understood graphical metaphors, non-legalese, and epiphany's
- IP-BC's functional benefit is it's clear lessons, delivered in a logical and consumable format, all with MPEP compliant content and SAVVY interpretations.
- Is T=0 Notice Of Allowance (NOA) a "light-switch" ?
- Do you "Turn on NOA" & mint money. NO! Why not?
- Epiphany: You have to "walk the talk" backwards to understand how to turn on that light switch.
Back to topThe course is delivered in readily understood language - not legalese. "The Schwartz Method (TSM)" is clearly sequenced in a step-by-step, “how to” de-risk from FOARs blueprint that begins with the market-entry end in mind. BBT is your method to integrate patent drafting with product development.
IP-BC Testimonials
Endorsement from Bob Norton
Creator of CEO Boot Camp and why CEO's are choosing IP-BC's TSM
TESTIMONIALS
What students are saying:
- A concise method to de-risk your patent process. A comprehensive and thoughtful utility patenting course.
- I love it. Excellent. Having learned from structured teachers or teachers who teach with metaphor and structure, I think this program is great. Finally, somebody knows how to use metaphor and structured graphics to explain the patent system.
- Years ago I downloaded a copy of the Manual for Patent Examining Procedures, and found it very heavy going in trying to try to understand the process of citing the operative structure of a patent. I found those concepts buried in civil service gobbledygook. Now, with the America Invents Act, everything's changed. This course helps me walk through the MPEP and understand the new rules.
- Wow! This is almost like boot camp. At least your're explaining it; there's no guessing.
- I wish I had this training back in 1970 I was doing consulting work for people; inventing things as well as inventing my own stuff. Eventually I had a hand all my work off to a patent attorney... I never owned anything. All I can say now is thanks to to the author of this program.
Testimonial: Dont's/Do's
Our Customers Tell Us:
IP SAVVYS DON’T:
- Use "invention disclosure forms" promising patents
- Rush patents to "the altar" without de-risking them first
IP SAVVYS DO:
- Harvest inventions as part of development
- Keep trade secrets until filing
- De-risk withThe Schwartz Method (TSM)
Do It Almost All Yourself (DIAAY)
- Avoid expensive misunderstandings
- STOP the arguments
- Save up to 70% of your patent spend
Learn how to de-risk FOARs and self-manage your pathway to patentship
Back to top
Quick Start - Book, FULL Starter-Kit, Course LEVEL
Innovators/Inventors/Utility Patent Champions
Choose to embrace the IP SAVVYS way
The IP SAVVYS Book
The book is a quick-start way to understand what you really do and don't know about securing impact utility patents. It’s particularly useful to CEO’s and angel investors seeking to get their teams IP SAVVY. Read Part1 (MPEP Demystified) & Part2 (TSM and changing your patenting conversations) in one sitting. Find out how to use TSM to enter the IP-Zone so you can re-focus/optimize your team’s patent processes. Use the book as a pre-requisite to the FULL Starter-Kit and/or an IP-BC course LEVEL for you and each member.
FULL Starter-Kit
The FULL Starter-Kit is an "on-ramp" to the IP SAVVYS learning experience and the multi-level course. The kit bundles a pdf down load of the book with bonus content on Fatal Office Action Rejections (FOARs). The Book includes both Part1(MPEP demystified) & Part2(Change your patent conversations with TSM), along with a detailed TSM explanation and a comprehensive FOARs analysis. The FULL Starter-Kit also includes special offers to get bound copies of the book and to upgrade to any course LEVEL. A great place for a Quick Start.
IP-BC Course LEVELS
IP-BC demystifies patenting using insightful video clips, logical/non-legalese forms, checklists, and TSM’s innovative utility compliant invention disclosure. Accelerate down the patent learning curve on your right-first-time pathway to patentship. When you enter the "IP corridor of uncertainty" with TSM on your shoulder ... you'll be SAVVY about the “doors to open” with the conversation changing knowledge. Ensure lead inventor in final approval cycle. Prosecute Notice of Allowance w/clean wrapper & great scope.
Worth The Price Of Admission - Do These Vignettes Resonate? If Yes Then Quick Start
(1) The Argument Room (2) Coming to America (3) The Magic Orgitol Pill
Vignette #1 - The Argument Room
Understanding or Mis-understanding...you decide
In this first vignette, you enter Monty Python's argument room, except in this version, each room has someone from your IP hunt running it . . . from patent counsel, to a cohort, to the Patent Examiner. The bit is hilarious but your argument room experiences won't be. If you choose the right room at the right time, and know how to "win" together, instead of arguments, you'll change each IP conversation into a collaborative dialogue.
Vignette #2 - Coming to America
In this vignette, picture yourself as either the immigrant with your own unique language or as the immigration officer offering a pathway to citizenship. It's not only about using a common language to express your goals...but it's also about understanding the underlying citizenship principles. Today, you're not really "coming to America", but the pathway is very similar. You have to choose your "patent speak" as a Universal Patenting Language(UPL) and your Guiding Principles(GPs) in order to achieve your pathway to PATENTSHIP. Choose wisely and opt in for the IP SAVVYS way.
Vignette #3 - The magic Orgitol Pill
Quick Start NowIn this last vignette consider the following: The single most challenging part of patent counsels relationship with clients is UNINFORMED DISORGANIZATION. Imagine yourself as either the innovator or patent counsel, being offered a unique pill that magically gets you speaking the same patent language with the same understanding of what it's going to take to file. It brings new life to both of you as IP savvy partners, singing from the same hymnal. Will you each take the potion & be imbued with the power of the IP SAVVY Universal Patenting Language (UPL) & Guiding Principles(GP) to get equally organized, be mutually understood, and file derisked from Fatal Office Action Rejections, right-first-time?
Utilize the book and course to change your utility patenting conversations today
Click on any tab below to learn more about how TSM makes the difference
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