37 CFR 11.507 — Responsibilities regarding law-related services

Ninth Edition, Revision 01.2024

A practitioner shall be subject to the USPTO Rules of Professional Conduct with respect to the provision of law-related services if the law-related services are provided:

• (a) By the practitioner in circumstances that are not distinct from the practitioner’s provision of legal services to clients; or
• (b) In other circumstances by an entity controlled by the practitioner individually or with others if the practitioner fails to take reasonable measures to assure that a person obtaining the law-related services knows that the services are not legal services and that the protections of the client-practitioner relationship do not exist.

[Added 78 FR 20180, Apr. 3, 2013, effective May 3, 2013]