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Worksheets · Legal & Compliance

Your IP Audit and Protection Plan

Identify & secure your business's IP

LGL-W-004v1.0Beginner · 1hUpdated 2026-08-06

Overview

This interactive worksheet guides you through listing your intellectual property, assessing its type, evaluating protection needs, and outlining specific actions for safeguarding each asset. It's designed to be completed incrementally.

Purpose

Use this worksheet to systematically inventory your IP assets and create a concrete action plan for their protection, ensuring no critical asset is overlooked.

Why it matters

A completed IP audit and plan provide a clear roadmap for securing your competitive advantage, reducing legal risks, and increasing your business's overall value.

Unlock the full playbook

The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.

When to use it

Use this worksheet during initial business setup or annual strategic reviews.

Tags

  • ip-audit
  • ip-plan
  • asset-protection
  • legal-compliance
  • business-security

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