Client Case Status Updates for IP Attorneys with CPA Global FoundationIP
The Problem
Patent Prosecution clients text/call/email asking where their case stands — and the partner either ghost them or drops billable work to answer.
What We Build in CPA Global FoundationIP
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 CPA Global FoundationIP — uses the native API or agent integration so nothing leaves the system of record.
CPA Global FoundationIP Integration Approach
Audit your CPA Global FoundationIP configuration
We map the specific CPA Global FoundationIP objects, custom fields, and workflows the automation needs to touch for your patent prosecution practice.
Build on the CPA Global FoundationIP API or agent
Integration happens inside CPA Global FoundationIP — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CPA Global FoundationIP with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CPA Global FoundationIP instance
30-minute call. We'll look at your actual CPA Global FoundationIP setup and show exactly how this workflow fits.