Client Intake & Conflict Screening for IP Attorneys with CPA Global FoundationIP
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 CPA Global FoundationIP
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 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.