Home / Legal Insights / Scoping Intellectual Property Advice for a Business Updated October 13, 2026 · Published by WKA Advocates
On this page Define the Decision Before Choosing the Work
Identify the brand, work, software, design or other asset involved and who created or owns it. Explain the countries of use and existing registrations or agreements. A filing instruction, ownership review and an infringement concern involve different questions.
Questions That Change the Legal Scope
Ask what searches, advice, application work and follow-up are included. Keep creation and assignment records available and distinguish business assumptions from documented ownership. Explain any public launch or negotiation timetable so the scope can address the relevant decision.
Build a Comparable Factual Brief
State the objective, legal parties, current stage and important dates in a short summary. Identify the documents available and any question that remains disputed. Include earlier advice or steps already taken so the advocate can understand the existing position rather than assess an incomplete version of the matter.
The principal agreement, notice, application or record connected with the decision.
A dated chronology and the correspondence that explains material events.
The proposed outcome, unresolved questions and any deadline requiring attention.
Who can approve instructions, supply records and make the underlying business or personal decision.
Ask What the Proposal Will Deliver
Request a scope that distinguishes advice, document work, negotiation, filing or representation. Ask which facts and records are assumed, what further investigation is included and whether another specialist needs to be involved. A broad label such as legal support may conceal work that is excluded from a short proposal.
Compare professional fees with the same deliverables and assumptions. Separate disbursements and third-party costs, and agree how they are approved. If the situation changes, confirm how additional work will be quoted and instructed. Price alone cannot explain whether the proposed engagement addresses the decision you need to make.
Keep Responsibilities and Communication Clear
Identify the advocate handling the matter and your own authorised contact. Agree who monitors dates, reviews drafts and reports material developments. Keep a record of accepted instructions and tell the team promptly about a new notice, agreement or deadline. An initial enquiry is not the same as an accepted retainer or a completed official process.
Explore the official WKA IP, Technology & Data Privacy practice and Kenya Law legal materials . Check the current requirements for your circumstances rather than treating a general guide as a complete opinion.
What should I clarify before giving instructions?
Identify the named advocate, deliverables, assumptions, fees and responsibility for deadlines. Explain your objective and provide the main records so the proposed legal work fits the actual matter.
Continue with IP, Technology & Data Privacy legal services , the law firm comparison guide and fees and scope .
Prepare Your Next Legal Conversation
Explain the decision, parties, records and material deadline to WKA Advocates. Ask for a scope that identifies the work, fees and next step. Call +254 798 035 580 , email info@wka.co.ke , or view our Nairobi contact details .
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