ZANUS AI FOR IP & PATENT PRACTICES — CLIENT RENEWALS

Renewals chased. Portfolios reviewed. Clients kept.

Annuity reminders, annual portfolio-review invitations, law-change alerts to affected clients, lapsed-client check-ins — drafted by the AI from your own records, in the practice’s voice, queued for approval. The client care that keeps portfolios in your practice.

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Private tenant or your own server · unlimited users · confidentiality-conscious architecture

AI marketing module drafting client renewal campaigns

Campaigns and sequences drafted from practice records — renewals, reviews, alerts — awaiting approval.

What it does

Audiences from the portfolio

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.

Reminders that escalate politely

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

Alerts clients actually value

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.

From the records to the campaign, without export

Audience, content and sending live in the same system as the portfolio records — nothing leaves your tenant to reach a mailing platform. “Invite every client with five-plus granted patents to an annual portfolio review” becomes a drafted, scheduled sequence in minutes.

Audiences from your own portfolio data — private by architecture
Sequences drafted for review, in the practice’s voice
Replies tracked back to the client record

Client communications awaiting partner approval

Approval first, always

Every outbound client communication waits in the approval queue unless the partners designate the category as auto-send. In a practice where a missed instruction can lapse a patent, that discipline is the product.

Approval workflow per communication type
Full history of what was sent to whom, when
Results tracked: instructions received, reviews booked

IP practice software is a stack of per-seat subscriptions — docketing here, search there, drafting tools in a third login — while unfiled invention disclosures sit in inboxes and every office action starts from a blank page. Zanus AI: the whole practice’s filing history, prior art and prosecution knowledge in one system — unlimited users, confidentiality-conscious by architecture, in your private tenant or on a server you own.

Questions, answered

Can reminder sequences prove what we sent?

Yes — every send, every version and every reply is on the audit record, tied to the client and matter. When the question is “did we warn them?”, the answer is a search.

Does it help win new clients too?

Yes — website chat and interactive AI demos qualify inventors and companies, and follow-up sequences keep the consultation pipeline warm, under the same approval rules.

Renewals chased. Portfolios reviewed. Clients kept.

What it does

From the records to the campaign, without export

Approval first, always

Questions, answered

See it working on YOUR practice — the demo IS the product.