AI Workflows for IP Attorneys

Custom AI automations designed for the daily challenges ip attorneys face. Stop doing manually what AI can handle.

IP Attorney · Data Entry & Processing

Bankruptcy Schedule & Means Test for IP Attorneys

AI ingests client documents into ipManager, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days.

ipManager CPA Global FoundationIP PatSnap Email
IP Attorney · Operations & Workflow

Client Intake & Conflict Screening for IP Attorneys

AI runs the conflict check against ipManager, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.

ipManager CPA Global FoundationIP PatSnap USPTO Patent Center Zapier
IP Attorney · Data Entry & Processing

Deposition Summary Generation for IP Attorneys

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes.

ipManager CPA Global FoundationIP PatSnap USPTO Patent Center Slack
IP Attorney · Data Entry & Processing

Discovery Document Review for IP Attorneys

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in ipManager, leaving associates to review only the 15% that actually need judgment — review cost drops 60%.

ipManager CPA Global FoundationIP PatSnap Email
IP Attorney · Operations & Workflow

Legal Research & Brief Drafting for IP Attorneys

AI drafts the research memo against the firm's prior work product, pulls current authority from ipManager, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero.

ipManager CPA Global FoundationIP PatSnap USPTO Patent Center Slack
IP Attorney · Operations & Workflow

Contract Review & Redlining for IP Attorneys

AI redlines against the firm's playbook in ipManager, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time.

ipManager CPA Global FoundationIP PatSnap USPTO Patent Center Zapier
IP Attorney · Communication & Outreach

Client Case Status Updates for IP Attorneys

AI drafts personalized case-status updates from live matter state in ipManager on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back.

ipManager CPA Global FoundationIP PatSnap USPTO Patent Center Zapier
IP Attorney · Finance & Accounting

Billing Narrative Cleanup for IP Attorneys

AI rewrites narratives to match each client's outside-counsel guidelines in ipManager, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.

ipManager CPA Global FoundationIP PatSnap Google Drive

Don't see your workflow?

These are just examples. If you're a ip attorney with a repetitive process that's eating your time, we can probably automate it.

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