Intellectual Property

Better IP execution. Less production drag.

Claim charts, construction support, prior art, expert prep, PTAB watch, scheduling orders, and party correspondence stay attached to the same matter. Specialists prepare review-ready output. Attorneys approve.

District-court litigation, PTAB proceedings, expert coordination, and prosecution work often run in parallel. FlowCounsel keeps those workstreams connected inside the matter instead of scattering them across patent platforms, chat workspaces, and drafting add-ins.

Patent lifecycle

One matter record across litigation, PTAB, and expert work.

Preview

Complaint
Fact Discovery
Claim Construction
Expert Discovery
PTAB
Trial
Resolution
Parallel PTAB proceedings stay tied to the same record.

Docket extraction

Scheduling orders become structured deadlines

Upload the scheduling order. The Docket Specialist extracts every date and ties them to the matter timeline.

Claim construction brief due · Apr 12
Markman hearing · May 2
Expert reports due · Jun 15

Claim work, docket, experts, and approvals connected in one IP system.

The IP matter, end to end

One system for claim work, docket, experts, and approvals.

IP firms do not need one tool for claim charts, another for docket, another for experts, another for prior art. The matter is the operating surface.

Matter intake

Conflict checks, party graph (clients, opposing, experts, counsel), and practice-lane assignment open the matter without re-entry.

Lifecycle tracking

Complaint, fact discovery, claim construction, expert discovery, PTAB, and trial stages render automatically as work progresses.

Specialist execution

Claim Construction Support, Prior Art, Docket, PTAB Monitoring, and Expert Prep specialists stage review-ready output inside the matter.

Communications routing

Inbound email tags to matter and lane (Counsel, Court/PTAB, Expert, Client, Internal) before specialist drafting begins.

Approved work attached

Approved documents, revisions, and review decisions stay connected to the matter and accessible to the firm.

Specialists for IP

IP specialist coverage across the full matter lifecycle.

The live IP execution model spans intake, claim work, expert prep, docket, PTAB coordination, and resolution. Core specialists carry across every practice area. IP specialists overlay on top.

Core Specialists · Shared foundation

Reusable across every practice area.

Intake Specialist

Matter opening, intake capture, engagement setup, initial routing

Communications Specialist

Inbound routing, lane tagging, draft support

Records / Evidence Specialist

Source collection, exhibit organization, citation tracking

Discovery Specialist

Discovery package support, response organization, production prep

Deadline / Docket Monitoring

Scheduling order extraction, deadline tracking, procedural watch

Resolution Specialist

Settlement, judgment, post-trial workflow

Closure Specialist

Final documents, archival handoff, file checklist

IP Specialists

Patent-side overlay on the Core foundation.

Claim Chart Specialist

Claim-to-product mapping, infringement and invalidity charts

Claim Construction Support

Disputed terms, intrinsic record, construction positions, Markman support

Prior Art Specialist

Reference collection, invalidity contentions, IPR support

PTAB / Docket Coordination

Proceeding updates, deadline watch, parallel coordination

Expert Prep / Technical Summary

Infringement narratives, technical exhibits, deposition prep

Patent Drafting

Application drafts from invention disclosure, claim trees, specifications

Office Action Response

Examiner response prep, amendment drafting

Patent Portfolio

Family tracking, maintenance reminders, freedom-to-operate analysis

Claim construction support

Disputed terms compiled inside the matter, not assembled across tools.

Intrinsic record cites, opposing proposals, prior construction history, and exhibits get assembled into one reviewable packet so the attorney works from organized work product.

That is the IP execution model: the matter holds the briefing context, the specialist stages the construction packet, and the attorney approves what moves forward.

Claim construction support

Disputed terms compiled inside the matter, not assembled across tools.

Docket specialist

Scheduling orders become a structured matter timeline.

Upload the scheduling order. The Docket Specialist reads it, extracts every deadline and milestone, and writes them into the matter timeline tied to the right phase.

Parallel proceedings (district court + PTAB) cross-reference automatically so deadline conflicts surface for review instead of being discovered late.

Docket specialist

Scheduling orders become a structured matter timeline.

The firm record

Approved work and firm preferences live with the matter, not in a separate tool.

IP firms accumulate institutional knowledge — preferred construction framings, citation styles, PTAB posture, and jurisdictional defaults. FlowCounsel keeps that knowledge attached to the matters it produced, so the next matter starts from the firm’s own approved work, not from a generic template.

Firm profile

Practice lanes, defaults, and explicit instructions.

Practice-area lanes, preferred citation styles, jurisdictional defaults, and firm-specific instructions configured once and applied to every matter.

Approved work product

Every approved document, in one searchable index.

Approved claim charts, prior-art memos, invalidity contentions, PTAB summaries, and discovery packets stay attached to the matters that produced them and remain accessible to the firm as reference.

Review history

Edits and approvals stay tied to the work.

Every revision and approval decision stays attached to the matter and document, so the firm can see what changed, who approved it, and why.

Built so firm knowledge stays with the firm, not the tool vendor.

The loop

Matter opens. Specialists draft. Attorneys approve. The next matter opens with context.

This is the IP wedge. Claim work, expert prep, docket, PTAB coordination, communications, and review stay connected inside one operating record instead of starting from zero on every matter.

Step 1

Matter opens

Party graph, scheduling order, opposing counsel, and witnesses load with the matter without re-entry.

Step 2

Specialists execute

Claim Construction Support, Prior Art, Docket, PTAB Monitoring, and Expert Prep stage review-ready packets inside the matter.

Step 3

Attorney reviews and approves

Nothing moves without review. Edits, approvals, and revision history stay attached to the record.

Step 4

Work stays connected

Approved documents, communications, deadlines, and party context remain searchable inside the firm’s own system.

Step 5

The next matter opens with context

When a related matter opens, the firm’s prior approved work and preferences are available as reference, not buried in another tool.

A different category

The IP question is not which AI can analyze a patent.

Legal AI for IP comes in three shapes: patent platforms focused on the patent corpus, chat and document tools that draft inside Word or a workspace, and add-ins that learn from prior applications. None of them run the matter.

Patent platforms, chat, and add-ins

Useful for the document. Disconnected from the matter.

Strong patent-domain analysis, but the litigation and PTAB context still lives elsewhere.
Claim work, docket, party graph, expert coordination, and communications fragment across separate tools.
Approved work product lives in a vendor workspace, not attached to the matter that produced it.
The attorney still owns coordination across systems.
Strong on documents. Weak on the matter.

Matter-native execution

The IP matter is the operating record.

The matter holds party graph, lifecycle, docket, communications, PTAB coordination, and approved work in one place.
Specialists stage review-ready packets inside the matter.
The Docket Specialist reads the scheduling order and writes deadlines to the matter timeline automatically.
Inbound email tags to matter and lane (Counsel, Court/PTAB, Expert, Client) before any drafting happens.
Specialists stage the work. Attorneys review and approve.

Intellectual Property

Better claim work. Less production drag.

Connect claim work, docket, experts, PTAB coordination, and approved firm patterns in one matter-native system.