-Check for conflicts: tell me your field of technology and/or the problem being solved by your invention -Initial call: to discuss invention in greater detail, business case, budget, goals -Detailed quote: includes an outline based on client-provided documentation -Hire and sign engagement letter -Disclosure call: detailed discussion of invention, prior art, alternate embodiments -Drafting: drafts of drawings and specification drafted within 1 week -Review: up to 2 rounds of review -Filing: file as your power of attorney through the USPTO's EFS-Web system