Client Case Status Updates for IP Attorneys with PatSnap
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 PatSnap
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.
PatSnap Integration Approach
Audit your PatSnap configuration
We map the specific PatSnap objects, custom fields, and workflows the automation needs to touch for your patent prosecution practice.
Build on the PatSnap API or agent
Integration happens inside PatSnap — 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 PatSnap with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your PatSnap instance
30-minute call. We'll look at your actual PatSnap setup and show exactly how this workflow fits.