[Pct] Notification/reporting correspondence to clients - PDF vs. email body

[Suzannah K. Sundby]

Same (which I understand you mean email body saying only “please see attached”).

Especially considering the risk of spam and phishing emails that want you to open the attachment to figure out what the eff it is about.

Suzannah K. Sundby<http://www.linkedin.com/in/ssundby/> | Partner
canady + lortz LLP<http://www.canadylortz.com/>
1050 30th Street, NW
Washington, DC 20007
T: 202.486.8020
F: 202.540.8020
suzannah at canadylortz.com<mailto:suzannah at canadylortz.com>
www.canadylortz.com<http://www.canadylortz.com/>
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.

From: Pct <pct-bounces at oppedahl-lists.com> On Behalf Of Judith S via Pct
Sent: Thursday, February 15, 2024 2:48 PM
To: For users of the PCT and ePCT. This is not for laypersons to seek legal advice. <pct at oppedahl-lists.com>
Cc: Judith S <judith.a.s at gmail.com>
Subject: Re: [Pct] Notification/reporting correspondence to clients - PDF vs. email body

I hate receiving PDFs that just say "please see attached" from foreign associates or other firms.

The body of the email should tell me what is attached, and if there is a due date/response needed or if it's just for my records. For all of these, the email body should include relevant info & the PDF should be the actual patent filed/office action/response filed.

Judith


On Wed, Feb 14, 2024 at 11:10 AM Carl Oppedahl via Pct <pct at oppedahl-lists.com<mailto:pct at oppedahl-lists.com>> wrote:
A listserv member asks to post anonymously ...

Hi listmates,
We are currently reconsidering the manner in which we send notifications / reporting correspondence to our clients. I’m referring to correspondence such as

  *   Reporting filing of a patent application
  *   Reporting official communication from a patent office
  *   Reporting an action taken at a patent office, such as responding to an Office Action or filing an IDS
  *   Notification of upcoming 1-year Paris Convention deadline
  *   Notification of upcoming 30-month PCT national phase deadline

The factors currently affecting our decision include:

  *   A PDF letter at least seems more fixed/permanent, and is a discrete “document”.
  *   A PDF letter is more aesthetically pleasing, and can give an impression of formality and/or professionalism.
  *   A PDF letter makes it frustrating for the recipient who is required to take the extra step of opening an attachment in order to read the correspondence.
  *   An email-body letter conveniently remains available below replies/reminders sent in response to the original correspondence.
  *   When accompanying the correspondence with a bill for services rendered, sending the correspondence as an email-body letter avoids potential confusion from multiple/mixture of attachments.

I’d be very interested to hear your thoughts on whether it is preferable to send such correspondence in the body of an email, or as a PDF attachment to an email. Perhaps you even have different preferences for different types of correspondence. I’d also be interested to know what you do in reality!
--
Pct mailing list
Pct at oppedahl-lists.com<mailto:Pct at oppedahl-lists.com>
http://oppedahl-lists.com/mailman/listinfo/pct_oppedahl-lists.com
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://oppedahl-lists.com/pipermail/pct_oppedahl-lists.com/attachments/20240215/dea45238/attachment.htm>