IP-attorney referral
Help the founder prepare for and connect with qualified intellectual-property counsel while keeping business, disclosure, and development timing visible.
Why this stage exists
A validated idea still needs disciplined definition. This stage converts customer evidence into product requirements and a design direction that engineering, software, sourcing, and future partners can understand.
Protection and design run in coordination, but they are not the same task. Wealth Synergy can organize an IP-attorney referral and the supporting workflow; qualified counsel provides legal advice. In parallel, the technical team develops requirements, architecture, industrial design, CAD, and the controlled records needed for prototyping.
Important boundary: Wealth Synergy and its operating companies are not law firms and do not provide patentability, freedom-to-operate, infringement, or other legal opinions. Legal conclusions belong to qualified counsel.
01 Workstreams
What the team
works through.
Six connected workstreams, sequenced around the evidence and decisions this stage must produce.
Prior-art workflow support
Organize invention descriptions, inventor notes, known references, search logs, and questions for counsel without presenting the work as a legal opinion.
Product requirements
Define users, functions, performance targets, constraints, interfaces, environments, maintenance, and acceptance criteria.
Industrial design
Develop form, usability, ergonomics, product language, and the physical experience around the validated use case.
Mechanical engineering
Resolve architecture, materials, mechanisms, tolerances, loads, safety factors, and design tradeoffs appropriate to the concept.
CAD and design records
Create controlled models, drawings, bills of material, revision logic, and the files needed to prototype and later quote production.
Field view
The work behind
Protect & design.
Inventor Forge keeps the decision, the evidence, and the people doing the work in the same frame.
02 Integrated team
One stage.
Specialist depth.
Wealth Synergy coordinates the program while the operating companies contribute only where their expertise advances the stage.
Wealth Synergy
Coordinates the commercial brief, IP referral workflow, disclosure timing, ownership questions for counsel, and decisions that cross legal, product, and market work.
Aurea Engineering
Leads engineering feasibility, product requirements, industrial and mechanical design, CAD, documentation, and design reviews.
White Lion
Brings early supplier and manufacturing input so materials, tolerances, processes, and cost drivers are considered before the design hardens.
Fire Quark
Defines software, firmware, data, integration, and user-interface requirements when the product includes a connected or digital system.
Media Phoenix
Keeps the design connected to the customer promise, positioning, usability language, and evidence gathered in Stage 1.
Virtuous Virtual Assistants
Maintains document control, meeting records, research libraries, version logs, and administrative coordination around counsel and design reviews.
03 Tangible output
Deliverables you can
inspect and use.
The exact scope varies by invention. The stage is still expected to end with decision-ready artifacts rather than a collection of meetings.
- A product-requirements document with measurable acceptance criteria
- A coordinated IP-counsel preparation packet and referral record
- Concept architecture and design rationale
- Industrial-design direction and user-experience considerations
- CAD models, drawings, or other agreed design records
- A prototype plan with open risks, assumptions, and test priorities
The exit gateReady for the next stage means…
- The product requirements trace back to validated customer needs.
- Critical interfaces, constraints, and unknowns are documented.
- The design is mature enough to build the intended prototype.
- Manufacturing and likely cost implications have been reviewed early.
- IP questions have been routed to qualified counsel where legal advice is required.
What the founder brings
The program works
with you, not around you.
- Complete disclosure of inventors, prior work, public disclosures, and known references
- Timely decisions on performance, appearance, cost, and scope tradeoffs
- Budget and schedule alignment for prototype depth
The connected path
Next: Prove.
Build evidence that the product can work.