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<span dir="ltr" style="margin-top:0; margin-bottom:0;">I certainly do not recall. I thought this type of language would be appropriate for the engagement letter.</span>
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<br><span dir="ltr" style="margin-top:0; margin-bottom:0;">But maybe this is the answer: That language is included in the power of attorney because you can be certain that the applicant will sign the power of attorney, whereas they might not sign the engagement letter.</span>
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<p>Oct 27, 2025 2:22:33 PM Suzannah K. Sundby via Patentpractice <patentpractice@oppedahl-lists.com>:</p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-bidi-font-size:11.0pt;font-family:"Times New Roman",serif;">I know that\u2026 but I\u2019m trying to figure out what prompted some of us to discuss on this Listserv\u2026 did the USPTO indicate it was cracking down on <span class="SpellE" style="mso-style-name: ""; mso-spl-e: yes;">POAs</span> and representation or something?</span></p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-bidi-font-size:11.0pt;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;color:black;font-size:10.0pt;font-family:"Century Gothic",sans-serif;"><a href="http://www.linkedin.com/in/ssundby/"><span style="color:black;text-underline:none;text-decoration:none;">Suzannah K. Sundby</span></a></span><span style="mso-bidi-font-size:11.0pt;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;font-size:10.0pt;font-family:"Century Gothic",sans-serif;"> <b style="mso-bidi-font-weight:normal;"><span style="color:#0000CC;">|</span></b> Partner</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt;margin-top:4.0pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-bidi-font-size:12.0pt;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;color:#0000CC;mso-hansi-font-family:Aptos;font-size:11.0pt;mso-ascii-font-family:Aptos;"><a href="http://www.canadylortz.com/"><u style="text-underline:#0000C8;"><span style="mso-bidi-font-size:11.0pt;color:#0000CC;text-underline:none;text-decoration:none;font-size:10.0pt;font-family:"Century Gothic",sans-serif;">canady + lortz</span></u><u style="text-underline:#0000C8;"><span style="color:#0000CC;text-underline:none;text-decoration:none;font-size:8.0pt;font-family:"Century Gothic",sans-serif;"> <span style="font-variant:small-caps;">LLP</span></span></u></a></span><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;color:#0000CC;font-size:11.0pt;font-family:"Century Gothic",sans-serif;"></span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;font-size:9.0pt;font-family:"Century Gothic",sans-serif;">1050 30th Street, NW</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;font-size:9.0pt;font-family:"Century Gothic",sans-serif;">Washington, DC 20007</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt;margin-top:4.0pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;font-size:9.0pt;font-family:"Century Gothic",sans-serif;">T: 202.486.8020</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;font-size:9.0pt;font-family:"Century Gothic",sans-serif;">F: 202.540.8020</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt;margin-top:4.0pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><span style="mso-bidi-font-size:12.0pt;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;color:#0000CC;mso-hansi-font-family:Aptos;font-size:11.0pt;mso-ascii-font-family:Aptos;"><a href="mailto:suzannah@canadylortz.com"><span style="color:#0000CC;text-underline:none;text-decoration:none;font-size:9.0pt;font-family:"Century Gothic",sans-serif;">suzannah@canadylortz.com</span></a></span><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;color:#0000CC;font-size:9.0pt;font-family:"Century Gothic",sans-serif;"></span></p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;text-align:justify;"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";mso-no-proof:yes;color:#7F7F7F;font-size:7.0pt;font-family:"Century Gothic",sans-serif;">Confidentiality Notice: <span style="mso-spacerun:yes;"> </span>This message is being sent by or on behalf of a lawyer. <span style="mso-spacerun:yes;"> </span>It is intended exclusively for the individual or entity to which it is addressed. <span style="mso-spacerun:yes;"> </span>This communication may contain information that is proprietary, privileged or confidential, or otherwise legally exempt from disclosure. <span style="mso-spacerun:yes;"> </span>If you are not the named addressee, you may not read, print, retain, copy, or disseminate this message or any part. <span style="mso-spacerun:yes;"> </span>If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message.</span></p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><b><span style="mso-fareast-font-family:"Times New Roman";font-size:11.0pt;font-family:"Calibri",sans-serif;">From:</span></b><span style="mso-fareast-font-family:"Times New Roman";font-size:11.0pt;font-family:"Calibri",sans-serif;"> David Boundy <DavidBoundyEsq@gmail.com> <br><b>Sent:</b> Monday, October 27, 2025 2:05 PM<br><b>To:</b> For patent practitioners. This is not for laypersons to seek legal advice. <patentpractice@oppedahl-lists.com><br><b>Cc:</b> Suzannah K. Sundby <suzannah@canadylortz.com><br><b>Subject:</b> Re: [Patentpractice] POAs and Liaison Law Firms</span></p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><o:p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;">That says you can take instructions from your foreign instructing counsel, and that instructions don't have to come direct from the ultimate client. Keeps you from getting whipsawed / stuck with liability if the client changes his/her mind.</p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><o:p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;">On Mon, Oct 27, 2025 at 1:39<span style="font-family:"Arial",sans-serif;">\u202f</span>PM Suzannah K. Sundby via Patentpractice <<a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.com</a>> wrote:</p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;">Can someone please remind me why we collectively thought it best to include language in our POAs that indicates the applicant/assignee who uses another [e.g., foreign] law firm/agent as a go-between to send instructions to us?</p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"> </p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;">What did the USPTO do or say that made us decide to include something like the following in our POAs? </p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"> </p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; font-size: 12pt;mso-style-unhide: no;mso-margin-bottom-alt:auto;margin-left:.5in; mso-bidi-font-family: Aptos; mso-style-qformat: yes;background:white; mso-style-parent: ""; font-family: "Aptos", sans-serif;mso-margin-top-alt:auto;"><i><span lang="EN-CA" style="color:black;mso-ansi-language:EN-CA;font-size:11.0pt;">\u201cThe assignee authorizes its U.S. attorneys and agents to accept and follow instructions from the liaison firm/attorney that is responsible for communicating its instructions to the U.S. attorneys and agents. The assignee will ensure that its U.S. attorneys and agents will be appropriately notified of any change in the responsible liaison firm/attorney.\u201d</span></i></p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"> </p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"><span style="color:black;font-size:10.0pt;font-family:"Century Gothic",sans-serif;"><a href="http://www.linkedin.com/in/ssundby/" target="_blank"><span style="color:black;text-underline:none;text-decoration:none;">Suzannah K. Sundby</span></a></span><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;"> <b><span style="color:#0000CC;">|</span></b> Partner</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt;margin-top:4.0pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-bottom-alt:auto;"><span style="color:#0000CC;font-size:11.0pt;"><a href="http://www.canadylortz.com/" target="_blank"><span style="text-underline:none;text-decoration:none;font-size:10.0pt;font-family:"Century Gothic",sans-serif;">canady + lortz</span><span style="text-underline:none;text-decoration:none;font-size:8.0pt;font-family:"Century Gothic",sans-serif;"> <span style="font-variant:small-caps;">LLP</span></span></a></span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"><span style="font-size:9.0pt;font-family:"Century Gothic",sans-serif;">1050 30th Street, NW</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"><span style="font-size:9.0pt;font-family:"Century Gothic",sans-serif;">Washington, DC 20007</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt;margin-top:4.0pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-bottom-alt:auto;"><span style="font-size:9.0pt;font-family:"Century Gothic",sans-serif;">T: 202.486.8020</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"><span style="font-size:9.0pt;font-family:"Century Gothic",sans-serif;">F: 202.540.8020</span></p>
<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt;margin-top:4.0pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-bottom-alt:auto;"><span style="color:#0000CC;font-size:11.0pt;"><a href="mailto:suzannah@canadylortz.com" target="_blank"><span style="text-underline:none;text-decoration:none;font-size:9.0pt;font-family:"Century Gothic",sans-serif;">suzannah@canadylortz.com</span></a></span></p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-align:justify;"><span style="color:#7F7F7F;font-size:7.0pt;font-family:"Century Gothic",sans-serif;">Confidentiality Notice: This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you may not read, print, retain, copy, or disseminate this message or any part. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message.</span></p>
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<p class="MsoNormal" style=" mso-pagination: widow-orphan; margin: 0in; mso-fareast-font-family: Calibri; mso-bidi-font-family: Aptos; mso-style-qformat: yes; mso-style-parent: ""; font-size: 12pt; font-family: "Aptos", sans-serif;mso-style-unhide: no;"><br><span class="gmailsignatureprefix" style="mso-style-name: gmail_signature_prefix; mso-style-unhide: no;">-- </span></p>
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<p style="margin-left:0in;margin-bottom:7.5pt;mso-margin-top-alt:0in;margin-right:0in;"><span style="color:#667FA0;font-size:9.0pt;font-family:"Open Sans",sans-serif;"><a href="https://www.iam-media.com/strategy300/individuals/david-boundy" target="_blank"><span style="mso-no-proof:yes;color:#667FA0;text-underline:none;text-decoration:none;"><img border="0" width="73" height="92" id="_x0000_i1025" src="https://ci3.googleusercontent.com/mail-sig/AIorK4wRMgBgcdZCqTw68Gg6ihENvW6_y8dGBqYvnJwiaIyu6LO5a7IJ-cljKsueIE5uxXbT6s9MN5hE2lGU"></span><span style="color:#667FA0;text-underline:none;text-decoration:none;"> <br></span></a></span></p>
<p style="margin:0in;text-align:start;"><b><span style="color:#606E9A;font-size:10.0pt;font-family:"Arial",sans-serif;">David Boundy </span></b><span style="color:#7C869A;font-size:10.0pt;font-family:"Arial",sans-serif;">| Partner <span style="background:white;">| </span>Potomac Law Group, PLLC</span><span style="color:#323130;font-size:11.5pt;font-family:"Arial",sans-serif;"></span></p>
<p style="margin:0in;text-align:start;"><span style="color:#7C869A;font-size:10.0pt;font-family:"Arial",sans-serif;">P.O. Box 590638, Newton, MA 02459</span><span style="color:#323130;font-size:11.5pt;font-family:"Arial",sans-serif;"></span></p>
<p style="margin:0in;"><span style="color:#7C869A;font-size:10.0pt;font-family:"Helvetica",sans-serif;">Tel (646) 472-9737 </span><span style="color:gray;font-size:10.0pt;font-family:"Helvetica",sans-serif;">|</span><span style="color:#7C869A;font-size:10.0pt;font-family:"Helvetica",sans-serif;"> Fax: (202) 318-7707</span></p>
<p style="margin:0in;"><u><span style="color:#0C64C0;font-size:10.0pt;font-family:"Arial",sans-serif;"><a href="mailto:dboundy@potomaclaw.com" target="_blank" title="mailto:dboundy@potomaclaw.com"><span style="color:#FE46A5;">dboundy@potomaclaw.com</span></a></span></u><span style="color:#0C64C0;font-size:10.0pt;font-family:"Arial",sans-serif;"> </span><span style="color:#7C869A;font-size:10.0pt;font-family:"Arial",sans-serif;">| <u><a href="http://www.potomaclaw.com" target="_blank" title="http://www.potomaclaw.com/"><span style="color:#0C64C0;">www.potomaclaw.com</span></a></u></span><span style="color:#7C869A;font-size:10.0pt;font-family:"Helvetica",sans-serif;"></span></p>
<p style="margin:0in;"><span style="font-size:10.0pt;"><a href="http://ssrn.com/author=2936470" target="_blank">Articles at http://ssrn.com/author=2936470</a><a href="https://www.keynect.us/requestCardAccess/USA500DBOUN?" target="_blank"><span style="color:windowtext;"><br></span></a></span></p>
<p style="margin:0in;"><span style="font-size:10.0pt;"><a href="https://www.keynect.us/requestCardAccess/USA500DBOUN?" target="_blank"><span style="color:windowtext;">Click here to add me to your contacts.</span></a></span></p>
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