16 workflow automations purpose-built on top of Docketwise — no data leaves your system, no parallel tool for your team to learn.
AI runs the search across USPTO, EPO, and INSZoom, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in INSZoom, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into INSZoom, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in INSZoom, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in INSZoom, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into INSZoom, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against INSZoom, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into INSZoom, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from INSZoom, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into INSZoom. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across INSZoom and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and INSZoom, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in INSZoom, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into INSZoom, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in INSZoom, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Docketwise for any repetitive process. Tell us what you'd automate.
