AI for patent and trademark practice
Ultramarine Work sits in the matter folder you already keep. It drafts the application from the disclosure, prepares the office action response, charts claims against the references and runs the knockout search on the mark.
Docket-report-2026-05-04.xlsxExampleDocket report, week of May 4
- PMP-0142USNon-final office actionDue Jun 3Ready
The response amends claim 1 with the vane limitation from paragraph [0042] and is ready for review.
- PMP-0139PCT30-month national phaseDue Jun 22Flagged
The client has not sent its country list after two reminders, so call its general counsel this week.
- RDG-TM-007Section 2(d) refusalDue Jun 9Waiting
The argument that coffee blends and energy drinks are unrelated goods needs the client’s sales evidence.
- HLX-0087US7.5-year maintenance feeDue Aug 19Waiting
The client has not said whether to keep the patent, and a surcharge applies after August 19.
How it works
- 1
Assemble the matter folder
Put the disclosure, inventor call notes, drafts, the office action PDF, the cited references, the 4100 manual and the exhibits in the folder. Add the last application you filed so new files match your format.
- 2
Tell it what the matter needs
Name the piece of work, whether that is the response draft, the claim chart, the knockout or the docketing calendar. Every quoted passage carries its reference or registration, and whatever it could not verify is flagged in the file.
- 3
Review before anything is filed
Each chart entry points to a passage and each amendment cites a specification paragraph, so checking the work means opening the cited paragraph instead of hunting through the file wrapper. You decide what goes to the examiner.
Inside the IP & Patent Practice mode
Patent application drafting
Drafts the claims first and then writes the specification around them, so definitions, embodiments and fallback positions sit behind every element.
Patent prosecution
Maps each rejection to its element and reference, then drafts amendments out of the spec with paragraph support. New matter is flagged under 35 USC 132.
Prior art and claim charts
Charts claims element by element against a reference or your product manual and quotes the language under each limitation. What does not map gets a column.
Trademark clearance and prosecution
Runs the knockout search on a mark and drafts the 2(d) and 2(e)(1) responses with the identification amendments. Section 8 and 9 renewals get a calendar.
Contract drafting and redlining
Redlines the license, NDA or university research agreement against your IP playbook and writes the issues list for the counterparty call.
Legal memos and briefs
Writes clearance memos, inventorship analyses and PTAB or TTAB filings in your house format, ready for partner review.
Legal authority verification
Checks every case, statute, MPEP section and TMEP citation against its source and names the ones it could not confirm.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Ask it for
“Draft the nonprovisional application from the centrifugal pump disclosure and Tuesday’s inventor call notes, with a claim tree and fallbacks.”
Pump-application-draft.docx“Proofread the spec PDF before filing and flag antecedent basis errors, undefined terms, wrong part numbers and claim terms with no support in the description.”
Spec-proofreading-report.pdf“Respond to the March 3 office action in application 16/884,301. Map the 101, 102 and 103 rejections to the references and pull the amendments from the spec.”
Response-16-884301.docx“Chart claim 1 of the Marchetti patent against our 4100 series manual. Quote the passage that supports each element and mark the gaps.”
Marchetti-claim1-chart.xlsx“Run a knockout search on Ridgeline Blend in Classes 030 and 032, then widen to phonetic equivalents and flag every live mark that lands close.”
Ridgeline-knockout.xlsx“Calendar the office action response dates, the 30-month national phase entry and the maintenance fee windows, and state the rule behind each.”
Matter-calendar-2026.xlsx
Who it’s for
Patent attorneys and agents, trademark attorneys and IP paralegals at firms, companies and tech-transfer offices, and patent examiners working from the other side.
Questions
Do I have to tell the USPTO I used AI?
No rule requires you to disclose which tools you used, and the USPTO’s April 2024 guidance created no new duty. The duties you already carry are unchanged, including reasonable inquiry before you sign under 37 CFR 11.18(b) and candor about anything material to patentability. The Office directs parties to review AI-drafted work, including its citations and the arguments it makes, before filing. In practice that means reading every file the tool touched.
Do AI search results have to be filed in an IDS?
Anything material must be filed, and the duty sits with the people on the case, not with the tool. The USPTO’s guidance treats AI output like any other information. Once you have seen a reference or fact that looks material, you cannot ignore it, and it goes in an IDS. A fabricated reference obviously does not belong there, but submitting an IDS nobody reviewed would itself fall short of the reasonable inquiry standard in 37 CFR 11.18(b).
Will it invent prior art or fake citations?
It can, so the mode is built to make fabrications easy to catch. Every reference and passage cites the source it was drawn from, and anything that cannot be verified is labeled unverified. Phantom citations are the classic AI failure, and no check shifts your duty, because the USPTO guidance places the same review obligation on you regardless of who drafted the paper.
Where does our invention data go?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.