Reporting that closes the loop on every event.
Smart Reporting tracks every communication the platform generates and confirms it reaches the client — so client updates stay complete without manual reconciliation.
Every communication, accounted for
As the engine generates letters and reports, Reporting records each one and confirms it was sent. When a template isn’t tagged for reporting, it’s surfaced — the single most common reason a client update quietly goes missing.
- Every generated letter and report tracked
- Untagged templates flagged before anything slips
- Summaries grouped by matter and firm
Serial 90012345 · delivered .emlReported
related applications · consent pathReported
grouped by matter & firmQueued
Nothing reported twice. Nothing missed.
Completeness check
Every event that should produce a client update is accounted for, so gaps are caught by the platform — not by the client.
Untagged detection
Templates missing a reporting tag are surfaced automatically, closing the most common source of missed updates.
Grouped summaries
Reporting is organized by matter and firm, so a week’s client communication reads at a glance.
One reporting system across both workflows.
Trademark correspondence and patent Office Action reports run through the same reporting layer — the same completeness guarantees, whichever workflow produced the work.
- Trademark letters and client emails
- Patent Office Action reports and reminders
- Maintenance and deadline notices
§103 obviousness · delivered .emlReported
obviousness-type · terminal disclaimerReported
Patent 11,842,600 · 3.5-yr windowQueued