Danika Gregory Email & Phone Number

San Diego, Ca, Us

Palo Alto, Ca, Us

Responsible for carrying out quality control (QC) functions associated with IDS filingsCoordinate with IP professionals and patent practitioners to review IDS filings and ensure accuracy and completenessComplete quality control checklists to ensure compliance with the firm’s risk management directives and best practices, as well as USPTO and international rules and regulationsOversee IDS management for assigned client patent portfoliosCreate and maintain complex client IDS spreadsheets in Excel and corresponding records in IDS support software (MaxIDS)Prepare IDS forms and file with prior art references in USPTO Patent CenterPerform pre-examination, examination, and post-allowance IDS reviewsMonitor US and ex-US prosecution for assigned client portfolios for the purposes of maintaining prior art referencesProvide Israel foreign associates with Section 18 Statement prior art lists to fulfill disclosure requirements to ensure complete disclosure of relevant referencesAssist with re-examination petitions to include organization of prior art for IDS’sManage transferred in new client patent portfolios, conduct patent status search and audit disclosure historyAssist with diligence projects and chain-of-title research/assignment issuesRegularly monitor USPTO Patent Application Information Retrieval (PAIR) and other databases to verify status of client patent assets and, upon request, competitor patent assetsReview daily and weekly custom PPS docket reportsAct as a back-up to other PPS(s)

Palo Alto, Ca, Us

Oversee IDS management for assigned client patent portfoliosCreate and maintain complex client IDS spreadsheets in Excel and corresponding recordsPrepare IDS forms and file with prior art references in USPTOMonitor US and ex-US prosecution for assigned client portfolios for the purposes of maintaining prior art referencesAssist with diligence projects and chain-of-title research/assignment issuesConduct patent searches using various firm-subscribed databases and public data and prepare and update reportsResearch and prepare patent family treesPrepare and maintain patent portfolio status chartsManage client audit projects and tasks in connection with patent opinions (e.g., conduct timekeeper opinion poll, prepare chain of title chart, patent schedule, Officer’s Certificate, and back-up checklist)Review team daily and weekly custom docket reports

Palo Alto, Ca, Us

• Serve as Paralegal and U.S. Prosecution Assistant to WSGR clients’ external patent prosecution team, responsible for docket management, document preparation, and attend to U.S. filings via EFS-web, Patent Center and EPAS.• Create and update client disclosure database bibliographic data and references.• Prepare and file Information Disclosure Statements with patent literature support documents.• Research and extract application disclosure references; work with clients and vendors to obtain copies of publications and non-patent literature references.• Maintain cross-cited/related disclosure database, provide Attorney Team reference comparison charts for review.• Process Notice of Allowance checklist ahead of Issue Fee payment, conduct due diligence within U.S. prosecution file history for accuracy, formality and Applicant response completion, attend to payment of Issue fee.• Attend to patent diligence research, extract file histories, formality and ownership data; compile patent status reports.• Create monthly Patent Status Reports for clients, with quarterly/annual budget projections.• Review file histories and disclosure data for transferred in matters: verify accuracy of bibliographic data, upcoming due dates, ensure unfiled references are identified and submitted timeously with office action responses.• Extract references and prepare Section 18 Statement for IL Foreign Associate filing teams.• Calculate Patent Term Adjustments, file PTA petitions as needed; verify patent expiration dates, identify Terminal Disclaimer effect for Attorney review.• Mentor and assist Patent Group Assistant team with U.S. patent prosecution work; offer training as needed.• Ensure entry of billable time for all patent work and diligence projects are submitted accurately and timely.• Support U.S. Patent Prosecution filing team with monthly docket review and preparation of USPTO responses and formalities as needed.

Palo Alto, Ca, Us

• Draft and review all U.S. applications, with supporting documents, attend to filing documents with USPTO.• Verify incoming USPTO communications are accurately docketed, draft client reporting correspondence.• Prepare shell office action response; liaise with Attorney team and clients in response and calendar strategies; assist with document review and claim proofing.•Liaise directly with clients to obtain and executed formalities; attend to submission via EPAS and EFS-web.• Conduct due diligence research and prepare client monthly/quarterly reports; extract team monthly docket reports.• Attend to transferred in matters: verify bibliographic data and due dates for accuracy, obtain and file formalities.• Run conflicts to open new matters; work with records and patent docket to open workspaces and records.• Assist Working Teams with docket date management and reminders, conduct application status checks and update file histories as needed.• Ensure timely entry of flat rate and billable time for work performed is accurate and complete.• Calculate and request Advance Invoices; follow-up on client payments; provide general client support.

Irvine, Ca, Us

• Manage transfers of all intellectual property applications (Patents, Trademarks and Copyrights) U.S. and International.• Liaise with prosecution teams, foreign associates, clients and prior counsel to coordinate project transfers.• Work with Attorneys to obtain conflict subject matter and clear new client IP subject matter.• Retrieve and review physical and/or electronic client files, identify application status, docket due dates, flag urgent matters for all incoming and outgoing matters. • Liaise with Foreign Associates and Attorney teams to introduce and establish correspondence procedures.• Coordinate with file room staff to barcode, scan, and download document file histories in accordance with Firm's retention policies.• Research applications online using Private PAIR, WIPO and other online foreign PTO databases, to ascertain patent family relationships; accurately enter bibliographic data into CPI docket system.• Extract excel reports to conduct weekly audit of records generated by docketing teams, verify accuracy of bibliographic data and due dates.• Prepare and e-File legal formality change documents.• Work with Administration to establish or update Firm’s workflow procedures and best practices.• Provide supervisors with weekly progress reports and status updates of Transfer Team projects.• Review and update staff procedural checklists and online manual.• Conduct staff training and serve as a mentor to team members.

Irvine, Ca, Us

Irvine, Ca, Us

• Research and verify new client information as part of conflict in-take process.• Conduct regular status checks for US Patents and Trademarks and report omitted office actions to docketing.• Review USPTO Filing Receipts for inaccuracies and report errors or omissions in patent filings.• Prepare reporting letters to clients.• Process and submit Maintenance Fee payments.• Enter Attorney's billable hours using Carpe Diem; enter travel and business expenses using Chrome River.• Manage and schedule conference rooms for client meetings, depositions and legal education training sessions.• Maintain and update directory of employees and procedural manual.• Assist and support Administration with power point presentations; excel reports and projects or tasks on as needed.• Responsible for opening and closing client reception; manage switchboard; greet and announce clients.• CISCO Call Manager system: Answer, screen, and route incoming telephone calls. Transcribe messages.• Route communications and packages via facilities staff. • Manage conference rooms and visitor offices; plan and oversee depositions; assist with participant requirements.• Create and electronically distribute daily firm wide Business Announcements.• Make hotel reservations and transportation arrangements for visiting attorneys.• Liaise with carriers to process shipments coming in and out of firm.

• Liaison responsible for verbal and written communications with clients, vendors, opposing counsel, court personnel and witnesses.• Set-up and take-down conference room for meetings.• Draft pleadings, prepare trial binders, and create legal forms for Attorney review and filing.• Manage Advanced Attorney Service deliveries and filings.• Responsible for calendaring Court dates and manage attorneys calendar.• General office duties: maintain client files, scan, fax, copy, and manage reception desk.• Process incoming/outgoing client documents. Manage archives and prepare files for destruction.• Personal assistant to Attorney of Record in his role as chair of HOA Revitalization Committee, and member of Solana Beach Public Safety Committee.• Provide clerical support to Senior Paralegal and Associate Attorney as needed.

• Draft and update policies and procedures manuals.• Maintain personnel files and security records.• Accounting: Prepare invoices for clients, pay vendor accounts, purchase supplies and materials. Reconcile bank statements.• Assist in the management and maintenance of the building premises, equipment, and licenses.• Process staff hours for payroll, update and maintain time off records, and prepare staff review reports.• Prepare written correspondence, liaise with contractors, and provide customer support.

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• Prepare legal documents to effect Mortgage Bond Cancellations and Registrations.• Conveyance of property in commercial, private, trusts, and probate transactions.• Draft and attend to the signature of commercial agreements, wills, and real property sale agreements with clients.• Responsible for written and verbal correspondence in liaisons with clients, banks, and government offices.• Calculate and prepare financial statements, collect attorney’s fees and bank guarantees.• Conduct research and draft documents to form Trusts, Partnerships, Private and Public Companies.• Perform various administrative and clerical tasks.• Personal Assistant to Head of Conveyancing Department.• Attend to Deeds Office duties in the absence of Senior Attorney, conduct legal research and effected registrations.

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• Deeds Office Clerk responsible for overseeing the conveyance of property transactions and Bond registrations.• Conduct legal research for litigation and conveyancing purposes.• Prepare legal reports and memoranda.• Responsible for Mortgage Bond Cancellations department.• Responsible for written correspondence and liaise with clients and Banks directly.

• Manage Receptionist Desk and customer service.• Draft Conceyancer's Certificates and Court Pleadings.• Prepare legal correspondence and set appointments.• Provide clerical and typing support to legal secretaries.

• Verify patient information and collect co-pays in the following departments: Casualty, ophthalmology, oncology, and orthopedics.• Liaise with porters to transport patients.• Assist doctors and nurses with admin required for radiology and laboratory referrals.• Schedule patient appointments.

Intellectual Property Law Certificate

Paralegal Certification, Law

Introduction To The Economic And Management Environment 1A & 1B