Extend your client services with a well-handled introduction.

Accounting and tax firms

Brand and intellectual property needs can arise when a client establishes a company, changes its operating entity, expands a business or enters a new market. You provide the business context; we help clarify the specialist work required.

Business service firms and commercial advisers

Company formation, market entry and ongoing business support can lead to trademark filing and maintenance needs. A clear introduction helps the client find a practical next step.

Other professional referral partners

Firms with established client relationships can also discuss execution support for trademark, patent or design matters. Scope, information boundaries and any remuneration arrangements are confirmed individually.

The relationship is built around genuine client needs and appropriate professional support. Partners are not expected to guarantee outcomes or make specialist assessments.

Introducing a requirement and accepting an engagement are separate steps. The client retains the decision on whether to proceed.

Activity	Referral partner	OpenPTO	Client
Identifying the need	Understands the business context and target markets	Helps identify the further information required	Explains business objectives and requirements
Permission to contact	Obtains permission for the introduction and necessary information sharing	Communicates within the agreed scope	Decides whether to accept contact and what may be shared
Scope and quotation	Provides authorised context without replacing specialist assessment	Identifies scope, responsible parties, materials and fees	Reviews the proposal and decides whether to engage
Professional delivery	Assists with coordination where appropriate	Progresses the agreed work	Provides and confirms necessary information
Progress updates	Receives permitted, necessary summaries	Shares suitable updates and next steps as agreed	Determines the relevant information-sharing scope
Partner remuneration	Reconciles eligible matters and remuneration under the terms	Explains eligible fees, calculation and settlement	Pays applicable fees under the engagement arrangements

Step 1: Introduce your firm

Email your firm name, service type, location, typical clients and target jurisdictions. You can discuss likely future needs even if you do not have a current matter.

Step 2: Confirm the working arrangement

Agree on available services, contacts, information sharing and any applicable remuneration and settlement arrangements. Please flag relevant professional obligations or internal policies at your firm.

Step 3: Introduce with the client's permission

Once the client agrees to be contacted, use the agreed handoff method to share their name, necessary contact details, target markets and a short description of the requirement. The material shared should stay within the client's permission.

Step 4: Let the client confirm the quotation and engagement

OpenPTO discusses the matter further with the client and provides a quotation. Work is arranged after the client confirms the service and engagement, with subsequent updates shared with the partner as permitted.

Your first email can simply introduce your firm. There is no need to prepare a complete client file at this stage.

Contact stays within the agreed matter. Client communication and services focus on matters confirmed with the relevant parties in advance. New services or wider contact are discussed separately; one introduction is not treated as general marketing permission.

Only permitted information is shared. Partner updates are limited by client permission and the working arrangement. A referral does not automatically open application materials, professional analysis, internal notes or other client records.

Responsibility is identified for each matter. Relevant entities, professionals and service scope are explained before engagement. A six-jurisdiction network does not mean the same individual holds the same qualifications in every jurisdiction.

The client retains the decision. The client decides whether to engage or accept additional work. Partners do not need to accept a quotation or make professional decisions on the client's behalf.

Quotation: scope and fees are explained

The proposal sets out the services, professional fees, official fees and any other applicable costs, together with the information required. New instructions or exceptional procedures outside that scope are addressed separately.

Delivery: the current task and next step are clear

Subject to the client's permission and the agreed arrangement, we provide suitable summaries—for example, the information being checked, whose input is needed and what comes next. The communication method is agreed at the outset.

Reconciliation: the remuneration has a stated basis

Eligible fees, the applicable rate, adjustments and settlement are explained separately. Example amounts illustrate the calculation; they are not records of payments received.

Illustrative update:

Field	Illustration
Matter	Preparing trademark application information
Current task	Checking the applicant and goods/services list
Client input	Confirming the materials authorised for use
Partner information	Necessary summary shared with the client's permission
Next step	Confirming the next action when the information is complete

This is a communication-format illustration, not a real client record or filing status.

For applicable arrangements, remuneration is calculated as eligible professional fees actually received and allocated to the matter × 10%. Official fees, taxes and disbursements are excluded. A quotation, an unpaid amount or fees that do not meet the agreed eligibility criteria are not automatically included in the calculation.

Calculation illustration

Item	Amount or rate	Included in the basis?
Eligible professional fees received	USD 1,000	Yes
Separately itemised official fees	USD 300	No
Partner rate	10%	Subject to the applicable terms
Illustrative remuneration	USD 100	USD 1,000 × 10%

If a refund, correction or reallocation occurs, remuneration is reconciled under the agreed terms. Confirming the calculation and making a settlement are separate steps. Settlement method, timing, required documents and eligible matters are agreed in writing at the start of the relationship.

This is a calculation illustration, not an actual transaction, earnings forecast or promise of automatic payment. Participation and remuneration are subject to written agreement, applicable requirements and arrangements acceptable to your firm. If referral remuneration is unsuitable for your practice, you can discuss a service collaboration without it.

• Display: keep the 10% figure, eligible-fee basis and exclusions together; do not move the qualifying explanation to a remote footer.

An email introducing your firm and requirements is enough to start the discussion. We can clarify available services, client handoffs and partner remuneration together.

• Suggested subject: OpenPTO Partnership Enquiry | [Firm name]

Optional copyable email text (plain text, not a submission form):

Hello OpenPTO,

I would like to discuss a partnership.

Firm name: Service type and location: Typical clients: Jurisdictions of interest: Common trademark or patent needs: Working arrangement we would like to discuss: Contact name and details:

Thank you.