Patent Prosecution Workflow Management System

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Solution Overview

Problem

International patent prosecution is complex and costly due to varying laws and regulations across countries, making it difficult for companies to balance cost savings with maintaining the quality of their patent portfolio, as existing systems fail to properly manage costs by misclassifying tasks and overcharging for services.

Innovation Solution

A system that differentiates tasks into administrative and technical categories, allowing controlling agents to choose between less expensive administrative agents for non-technical work and technically qualified agents for complex tasks, using process circuitries for task management, docketing, reporting, and payment, thereby establishing fixed charges for repetitive tasks and budgets for technical work.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If technical agents are used for all patent prosecution tasks, then patent portfolio quality is maintained, but costs increase significantly

Engineering Contradiction:
Improvepatent portfolio qualityVSAvoidcost
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The patent prosecution workflow is segmented into distinct task types (technical tasks requiring patent agents and administrative tasks requiring paralegals). The system automatically classifies each task and routes it to the appropriate resource type, ensuring technical quality is maintained for substantive work while reducing costs through administrative task automation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Different quality levels are applied to different task types based on their specific requirements. Technical tasks involving claim drafting and patent office correspondence maintain high quality standards with patent agent involvement, while administrative tasks such as document management and status tracking use cost-effective paralegal resources.

Inventive Principle:
Principle #3Local quality

2Loss of energy

If administrative tasks are outsourced to legal process outsourcing companies, then cost is reduced, but patent portfolio quality may be compromised

Engineering Contradiction:
ImprovecostVSAvoidpatent portfolio quality
Core Design Contradiction:
Loss of energyVSReliability

Solution Approach 1:

The patent management system acts as an intermediary that coordinates between in-house patent agents and external legal process outsourcing companies. The system maintains centralized control over task classification, quality standards, and workflow management, ensuring that outsourced administrative tasks are properly supervised and integrated with technical work.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system provides a universal platform that can manage both in-house and outsourced tasks through a single interface. It handles diverse task types (technical and administrative) uniformly, applying consistent quality controls and coordination mechanisms regardless of whether the task is performed internally or externally.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Adaptability or versatility

If multiple agents in multiple countries are used for international prosecution, then comprehensive patent protection is achieved, but coordination complexity and costs increase

Engineering Contradiction:
Improveinternational patent protection coverageVSAvoidcoordination complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system merges multiple country-specific patent prosecution workflows into a single unified management platform. It consolidates task tracking, communication, and quality control across different jurisdictions, allowing patent agents to manage international portfolios through one interface rather than separate systems for each country.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system adds a new organizational dimension to international patent management by implementing a hierarchical task classification structure that transcends geographic boundaries. Tasks are organized by type and required expertise level rather than by country, enabling standardized management across multiple jurisdictions and reducing coordination complexity.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

4Power

If patent attorneys are incentivized by billing volume, then revenue is increased, but cost transparency and client understanding are reduced

Engineering Contradiction:
ImproverevenueVSAvoidcost transparency
Core Design Contradiction:
PowerVSLoss of information

Solution Approach 1:

The system implements automated feedback mechanisms that provide real-time visibility into task classification, resource allocation, and cost accumulation. Clients receive detailed reports showing which tasks are technical versus administrative, which resources are assigned, and how costs are being incurred, enabling transparent cost monitoring while maintaining attorney incentive structures.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11037259B2Patent life cycle management system
Publication Date: 2021.06.15 QUESTEL ORBIT INC
  • US11037259B2 patent drawing
  • US11037259B2 patent drawing
  • US11037259B2 patent drawing

AI summary

A method and system are provided for managing the cost and quality of international patent applications over the life cycle of such applications. The method and system have various process circuitries that generate instructions for administrative and technical tasks and generate communications between a controlling agent and both an administrative patent agent and a technical agent.