Client Intake & Conflict Screening for IP Attorneys with ipManager
The Problem
Every new Patent Prosecution lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in ipManager
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 ipManager — uses the native API or agent integration so nothing leaves the system of record.
ipManager Integration Approach
Audit your ipManager configuration
We map the specific ipManager objects, custom fields, and workflows the automation needs to touch for your patent prosecution practice.
Build on the ipManager API or agent
Integration happens inside ipManager — 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 ipManager with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your ipManager instance
30-minute call. We'll look at your actual ipManager setup and show exactly how this workflow fits.