An inventor calls with the idea half-formed. The AI walks your disclosure-intake questions, captures the description verbatim, timestamps it, and books the attorney consultation — nothing evaporates by Monday.

The call that interrupts every docketing clerk, answered from the matter data you authorize — filed, pending, response due — with anything sensitive escalated to the team.

Filing timelines, fee structures, what counts as prior disclosure, what to bring to the consultation: answered identically every time from YOUR approved information.

The AI reads the action, tables each rejection against the cited art, pulls how YOUR practice answered similar rejections before, and shells the response — the practitioner argues from strength, not from blank paper.

References cross-checked against what was already cited in the family, new art from related prosecutions flagged — the cross-check nobody enjoys, done before it is overdue.

Claim coverage summaries, family trees, expiration outlooks and inventor histories assembled from your own records — in your templates, ready for the client meeting.

PDFs, scanned legacy wrappers, drawings, spreadsheet claim charts, examiner interview notes — the ingestion pipeline turns the archive into queryable knowledge, figures included.

The AI cites the specification paragraph, the claim number, the office-action page — or says the answer is not in your files. An invented citation in prosecution is a disaster; here it is structurally blocked.

Two competing clients in the same technology space? Their matters live behind separate walls — the AI answering one team cannot surface the other client’s documents, enforced server-side.

Deadline digest, office-action map, portfolio sweep, annuity report, IDS cross-check: work types molded to your practice, each with default sources and examples.

The AI’s workload reads like the docket: one-click views show what is urgent, late and due — the response shell for the three-month date does not slip while the team fights the two-week one.

Reasoning streamed live, sources cited to the file and claim, milestones tracked — supervisable mid-work, auditable after, linked to the matter and the calendar.

Disclosure-intake checklists, response-assembly procedures, national-phase requirements, formalities rules per office: one library, current versions ranked first.

“What is our checklist for a national-phase entry?” — answered in seconds with the document attached, the night before the window closes, to any authorized team member.

The AI drafting a deadline digest reads the docketing procedure; the response-shell work reads the response playbook — by construction, not by memory.

New paralegals learn your intake checklists, formalities rules and systems through guided training — productive in days, progress visible to the practice manager.

“How do we handle a missed-parts notice?” — asked to the assistant, answered from the practice procedure with the checklist attached, without pulling the senior clerk off a filing.

Private chats work on any device with a login — the procedure answer follows the trainee to the client meeting, in their own language.

The action arrives: the flow files it to the matter, tables the rejections, shells the response, computes the response window into the task list, and drafts the client notification — from one trigger.

Invention disclosures arriving by email or web form are captured, timestamped, filed to a new matter record and queued for the intake attorney — no idea dies in an inbox.

Annuity and renewal windows from your records trigger client reminder sequences — drafted, approval-gated, escalating politely until the client instructs.

Every client with annuities due next quarter, every portfolio untouched in a year, every client filing abroad without a foreign strategy conversation: audiences built from your own records — no list exports.

First notice, follow-up, final window: sequences drafted for approval, stopped automatically the moment the client instructs — every step on the record.

A fee change or rule change lands: the AI drafts a plain-language alert to exactly the clients it affects, in the practice’s voice, for the partner’s sign-off.

Matters, deadlines and document events mapped field by field, with a dry-run preview before anything writes — push, pull or two-way, and the docketing system stays master of the dates.

Office actions, examiner communications and client correspondence arriving by email are filed to the right matter under your handling rules — automatically, with the transcript kept.

A full API for the rest of the stack: filing platforms, search tools, client portals — data in, results out, under scoped keys, every event logged.

Competing clients in one technology space live behind separate walls — the AI answering one team is structurally unable to surface the other’s documents.

A searchable log of every audited action: who opened the unpublished specification, who changed the claim draft, when — answers in minutes.

Your tenant is isolated: inventions never train outside models. The on-premises option puts the archive on hardware you own, air-gap capable, USB updates.

Ask the chat what an inventor would: “I built a new latching mechanism, what do I do first?” — watch it capture, inform and offer the consultation slot.

Ask: “how would you map an office action?” — it walks the workflow it would run in your tenant: rejections tabled, art summarized, practitioner sign-off included.

The full demo loads an IP tenant with sample portfolios: deadline digests, prior-art sweeps, playbook answers — your world, working.