Client Intake & Conflict Screening for IP Attorneys with USPTO Patent Center
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 USPTO Patent Center
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 USPTO Patent Center — uses the native API or agent integration so nothing leaves the system of record.
USPTO Patent Center Integration Approach
Audit your USPTO Patent Center configuration
We map the specific USPTO Patent Center objects, custom fields, and workflows the automation needs to touch for your patent prosecution practice.
Build on the USPTO Patent Center API or agent
Integration happens inside USPTO Patent Center — 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 USPTO Patent Center with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your USPTO Patent Center instance
30-minute call. We'll look at your actual USPTO Patent Center setup and show exactly how this workflow fits.