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Solutions/Functions/Legal and contracts/Intellectual property

AI workflows for intellectual property.

Protecting the company's inventions, brands and creative work: patents, trademarks and licences.

Who does this work

  • Intellectual property counsel
  • Patent paralegal
  • Trademark specialist

3 workflow templates ready to adapt, and 3 workflows identified.

Updated 12 November 2026

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Examples of the workflows identified
  1. Prepare an invention disclosure brief
  2. Prepare software dependency licence questions for counsel
  3. Assemble evidence on an unauthorized marketplace sellerIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare an invention disclosure briefA factual brief of a proposed invention, its contributors, development history and reported disclosures, for the patent specialist. Prepares work for a lawyer. Not legal advice.Workflow templatePrepare software dependency licence questions for counselA licence inventory of a release's dependencies linked to how each is deployed, with unresolved obligation questions. Prepares work for a lawyer. Not legal advice.Workflow template
Assemble evidence on an unauthorized marketplace sellerAn evidence pack matching listing captures to protected product IDs and authorized seller records, with unresolved differences.Illustrative · not built yet

Workflow templates

Invention disclosure brief for patent counselBefore the first call with patent counsel, the founder or engineering lead has one factual brief: the invention in the inventor's words, who contributed what and when, every outside demonstration, sale, talk or publication with its date and audience, and the records still missing. Counsel decides. Prepares work for a lawyer. Not legal advice.Workflow templateIP ownership and licence question tableBefore an agreement or statement of work is signed, IP counsel gets one table of the ownership, assignment, licence, background-IP and confidentiality clauses, each quoted with its section, set against the company's own IP positions and led by whether the assignment words counsel expects were found. Prepares work for a lawyer. Not legal advice.Workflow templateOpen-source licence inventory for counselBefore a release ships or an acquirer asks, counsel and the engineering lead get every open-source package listed with its licence as found, the file and line where it was read, and the duties your own policy attaches to it. A missing, custom or conflicting licence is marked needs review, never cleared. Prepares work for a lawyer. Not legal advice.Workflow template

Questions people ask

What can AI prepare for intellectual property work?
The published workflow templates include an invention disclosure brief, which organizes what an inventor has described for counsel to assess, and an inventory of open-source software licences with questions for counsel. Counsel decides what to file, license or change.
Does AI decide whether something can be patented or infringes a right?
No. The workflows collect and organize the facts and name what is missing. Every legal judgement is counsel’s.

Request this workflow

Tell us the intellectual property work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of legal and contractsEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of legal and contracts

  • Contract administration
  • Contract review and drafting
  • Contracts
  • Discovery and legal holds
  • Employment legal matters
  • Legal operations
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  • Litigation and disputes
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