8 workflow automations purpose-built on top of PatSnap — no data leaves your system, no parallel tool for your team to learn.
AI ingests client documents into ipManager, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
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%. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
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%. Purpose-built for teams running PatSnap — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of PatSnap for any repetitive process. Tell us what you'd automate.
