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Patent workflow

Patent events run on the same Workflow Engine.

IP Workflow Suite processes patent events through the Workflow Engine — the same standardized path that drives trademark work. Patent workflows, communications, reporting, and matter management are fully supported.

Fully supported

Patent matters, managed end to end

Every patent event routes into a workflow card, resolves the right communication, and moves toward completion — with reporting and deadlines handled the same way they are for trademarks.

  • Patent workflow cards
  • Patent communications & reporting
  • Patent templates
  • Patent matter management
Prosecution, on rails

Every stage has a workflow

From filing through issue and maintenance, the engine recognizes where an application stands and drives the right work next — the correct report, the correct deadline, the correct client update.

Patent prosecution lifecycle
FILING

Application filed

New matter opens with application number, type, and entity status captured up front.

EXAMINATION

Office Actions & rejections

You record the rejection grounds — §101, §102, §103, or double patenting — and the workflow follows.

RESPONSE

Responses & amendments

Statutory deadlines and extension options are tracked so a pending response is always visible.

ALLOWANCE

Notice of Allowance & issue

Allowance and issue-fee events trigger the correct client notice and next deadline.

MAINTENANCE

Maintenance fees

3.5-, 7.5-, and 11.5-year windows generate reminders long before they lapse.

Communication management

Reporting that fits how patents are examined

The report follows the grounds you record — a patent Office Action isn’t a trademark refusal.

Office Action reporting

Non-final and final actions are reported through the firm’s approved format, with the rejection grounds summarized consistently every time.

Rejection handling

Once you set the rejection type, the template carries the right notes for §101, §102, §103, or obviousness-type double patenting — including terminal-disclaimer prompts.

Deadlines & maintenance

Response windows, extension options, and 3.5- / 7.5- / 11.5-year maintenance fees are tracked so nothing lapses.

In practice

A patent matter, handled the same way

An Office Action posts, you record the rejection grounds, and the engine resolves the reporting format, tracks the response deadline, and assembles a client-ready report — one reviewed package instead of a rebuilt one.

  • Rejection grounds recorded once, used everywhere
  • Firm reporting format resolved
  • Response deadlines and extensions on watch
  • Client report delivered, formatting intact
Reporting

Every patent report, accounted for.

Smart Reporting confirms each Office Action report and maintenance reminder reaches the client, and flags anything untagged before it can slip.

Patent templates

Approved patent correspondence, resolved automatically

OA reports, subject-matter notes, terminal-disclaimer covers, allowance reports, and maintenance-fee reminders live as approved templates — pulled and populated the moment the engine needs them.

  • Firm-approved patent templates
  • Conditional sections by rejection type
  • Adaptive maintenance-fee reminders
Patent workflow management and communications are fully supported. Document integration continues to expand as additional capabilities are introduced.

Patent events the platform standardizes

Application filingRestriction requirementsOffice Actions §101 subject matter§102 / §103Double patenting Responses & amendmentsNotice of AllowanceIssue fee Maintenance feesClient reporting

One engine for your whole IP practice.

Trademark and patent workflows, communication automation, and reporting — owned outright.

Choose Your EditionSee Trademark Workflow