When Engineering Emails Become Plaintiff’s Exhibit A: Patent Willfulness Counseling for Product Companies

Mandy Song
Mandy Song | Bayes PLLC

Mandy Song is a first-chair patent litigator and the founding and managing partner of Bayes PLLC, where her practice spans legal opinions and counseling, pre-litigation diligence, and patent disputes in U.S. federal district courts, Section 337 investigations at the U.S. International Trade Commission, and PTAB post-grant proceedings.

Live Video-Broadcast: October 23, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

 

The Willfulness Case Against Your Client Is Being Written Right Now — by Its Engineers

Patent willfulness exposure is built long before a complaint is filed. Under the post-Halo and SRI v. Cisco framework, courts weigh the Read factors to decide whether to enhance damages. Recent decisions, including Provisur v. Weber, Columbia v. Gen Digital, Wonderland v. Evenflo, and Chief Judge Connolly's Inari Medical order, frame how opinions of counsel fit into willfulness defenses.

The risk sits in everyday conduct. An engineer email becomes Exhibit A. An opinion with timing or quality gaps may not defeat willfulness. Relying on advice of counsel springs the privilege waiver trap. Mishandled notice letters invite willful-blindness exposure under Global-Tech. Generative AI tools and foreign affiliates open privilege failure modes (United States v. Heppner). Retention gaps in Slack, Teams, Jira, and GitHub create FRCP 37(e) spoliation risk. The ceiling is treble damages.

You leave with implementable work product: clearance protocols, opinion reliance documentation, and structural decisions around § 298 and opinion counsel. You also get privilege architecture, engineer training, patent triage, design-around documentation, and litigation-hold playbooks. This is judgment no AI tool supplies. It shows how to preserve privilege unless and until the company elects to rely on advice of counsel.

Key topics to be discussed:

  • Post-Halo Willfulness Exposure
    How the post-Halo and SRI v. Cisco framework, and decisions such as Wonderland v. Evenflo, turn routine engineer emails into a plaintiff's Exhibit A.
  • Opinions That Move Enhancement
    How timing considerations, quality benchmarks, and the Read factors determine whether a clearance or infringement opinion credibly defeats willfulness or is disqualified.
  • Opinion Counsel Structure
    How § 298 and the privilege waiver trap drive your structural decisions around opinion counsel and any election to rely on advice of counsel.
  • Privilege Architecture Failure Modes
    How to build structural privilege protections that hold up against critical failure modes, including foreign affiliates and generative AI (United States v. Heppner).
  • Engineer Communication Protocols
    How to run patent triage, design-around documentation, and engineer training that handle notice letters and avoid willful-blindness exposure (Global-Tech).
  • Retention and Litigation Holds
    How to build litigation-hold playbooks and document-retention policies covering Slack, Teams, Jira, and GitHub that manage FRCP 37(e) spoliation risk.

This course is co-sponsored with myLawCLE.

Date / Time: October 23, 2026

  • 12:00 pm – 2:10 pm Eastern
  • 11:00 am – 1:10 pm Central
  • 10:00 am – 12:10 pm Mountain
  • 9:00 am – 11:10 am Pacific

Closed-captioning available

Speakers

Mandy Song, Founding and Managing Partner | Bayes PLLC

Mandy Song is a first-chair patent litigator and the founding and managing partner of Bayes PLLC, where her practice spans legal opinions and counseling, pre-litigation diligence, and patent disputes in U.S. federal district courts, Section 337 investigations at the U.S. International Trade Commission, and PTAB post-grant proceedings. She has spoken on Mega Verdicts in U.S. Patent Litigation: Willful Infringement, Exceptionality & PTAB Challenges at Patent Litigation Masters 2022. An engineer by training, she works directly with inventors to build invention disclosures and counsels clients from startups to conglomerates with a global presence, drawing on nearly 20 years in patent practice.

  • Education & Credentials

Mandy holds a J.D. from Georgetown University Law Center. Her technical training includes a Ph.D. in Electrical and Computer Engineering and an M.S. in Biomedical Engineering, both from Duke University, and a B.S. in Electrical Engineering from Tsinghua University.

She is admitted to practice before the U.S. Court of Appeals for the Federal Circuit, the U.S. District Courts for the Eastern District of Virginia and the Northern District of Illinois, and the U.S. Patent and Trademark Office. She is also a member of the District of Columbia Bar and the Virginia State Bar, and her firm profile lists admission to the U.S. Court of Appeals of Veteran Affairs.

  • Recognition & Leadership

Mandy has been recognized by American Super Lawyers magazine since 2020 and was twice named among the Top 30 Most Influential Women in IP, in 2019 and 2021. She sits on a committee of the PTAB Bar Association. She and Bayes PLLC completed the Minority Firm Incubator 2.0 hosted by Harrity & Harrity, LLP, a 42-week program for female- and minority-owned firms.

  • Professional Involvement

Mandy is a frequent CLE presenter on patent litigation and PTAB proceedings, due diligence for patent matters, industrial standards, and U.S. patent prosecution practice. Her litigation-focused programs include the willful infringement and exceptionality program at Patent Litigation Masters 2022, Venue and Exhaustion: Practical Effects of TC Heartland and Lexmark for a Finnegan webinar, and Extraterritorial Infringement under the U.S. Patent Law for the MySIPO Institute. She was an invited panelist at the 2026 Harvard Law School China Law Symposium, addressing cross-border disputes between China and the United States.

Beyond the courtroom, she taught legal writing as an adjunct professor at George Washington University Law School and has been an invited speaker on patent law at the Duke University Pratt School of Engineering. Her writing has appeared in IPWatchdog, Managing Intellectual Property, and China IP News, and she has presented Strafford webinars on after-final practice before the USPTO.

  • Experience

As lead litigation counsel, Mandy handles the full arc of a patent case, from pre-litigation due diligence through fact and expert discovery, depositions, claim construction, summary judgment, hearings, and trial. Representative matters on her firm profile span wearables, semiconductor memory, networked audio, vehicle electronics, and LED lighting, including Ouraring, Inc. v. RingConn LLC, et al. (ITC-337-TA1398, smart rings), Sonos, Inc. v. Linkplay Technology Inc. (D. Del. 1:24-cv-00131, networked smart audio playback), PTAB proceedings in Yangtze Memory Technologies Company, Ltd. v. Micron Technology, Inc., and BMW of North America, LLC v. Stragent, LLC, as well as a series of LED lighting cases involving Koninklijke Philips N.V. in the District of Massachusetts and other federal courts.

Her broader practice covers IP disputes arising on e-commerce platforms such as Amazon and at trade shows, trade secrets, export control, patent licensing and transactions, and global portfolio planning. She manages patent portfolio development for more than 100 clients and has personally drafted, filed, and prosecuted thousands of U.S. patent applications across technologies including artificial intelligence, semiconductors, telecommunications, robotics, and medical devices. Before founding Bayes PLLC, she practiced for more than a decade at Finnegan, Henderson, Farabow, Garret, and Dunner, LLP.

Agenda

SESSION 1 – Patent Clearance and Infringement Opinions That Actually Defeat Willfulness |12:00pm – 1:00pm

This session examines what it takes to build a patent clearance or infringement opinion that may credibly defeat a willfulness claim under the post-Halo and SRI v. Cisco framework, covering timing considerations, quality benchmarks, the privilege waiver trap, and the Read factor framework courts use to decide whether to enhance damages. Attorneys will learn how opinion of counsel fit into willfulness defenses in light of recent decisions, including Provisur v. Weber, Columbia v. Gen Digital, Wonderland v. Evenflo, and Chief Judge Connolly’s Inari Medical order. Attendees leave with a practical understanding of how to counsel product company clients on clearance protocols, opinion reliance documentation, and the structural decisions that separate defensible good-faith conduct from exposure to treble damages.

BREAK | 1:00pm – 1:10pm

SESSION 2 – Engineer Communication Protocols and Privilege Architecture for Product Companies | 1:10pm – 2:10pm

This session equips IP and product-company counsel with concrete, implementable protocols for managing engineer communications, structuring privilege architecture, and building litigation-hold playbooks that minimize willfulness exposure under the post-Halo standard and recent decisions such as Columbia v. Gen Digital and Wonderland v. Evenflo. Attendees will learn how to route patent encounters through privileged channels, handle notice letters and avoid willful-blindness exposure, and structure clearance review so that privilege is preserved unless and until the company elects to rely on advice of counsel. The session also covers privilege risks from generative AI tools and document-retention policies that cover Slack, Teams, Jira, and GitHub. Attorneys leave with actionable frameworks for engineer training, design-around documentation, and patent triage workflows that protect the company before litigation is ever filed.

Credits

Alaska

Approved for CLE Credits
2 General

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Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 General

Texas

Approved for CLE Credits
2 General

Utah

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2 General

Virginia

Not Eligible
2 General Hours

Vermont

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2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

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2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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