AI agent for patent agents
Inventor Disclosure Intake Agent
A complete disclosure that supports a filing recommendation without a second interview.
What it does
Inventors send disclosures that are missing key technical details, public disclosure dates or co-inventors, which forces a second interview. This agent reads the disclosure and finds what is missing. It asks the inventor targeted questions and rechecks the answers against the original. It decides what is missing from a standard list: the problem, the solution, how it works, alternatives, first public disclosure and all contributors. The agent approves the filing recommendation. Edge case: an inventor mentions presenting at a conference last year without a date, so the agent asks for it first because it may limit filing.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Disclosure arrives
- Read the disclosure and drawings
- Check against the checklist: problem, solution, details, alternatives
- Check for public disclosures and all contributors
- Draft targeted questions ranked by importance
- Patent agent approves the questions sentThe agent waits here for your OK.
- Read the inventor's answers
- Is the disclosure now complete enough to assess?If not: ask follow-up questions on the remaining gaps. Back to step 4.
- Draft a filing recommendation
- Complete disclosure with recommendation
How it decides
It checks the disclosure against a standard checklist and ranks gaps by their effect on filing: public disclosure and inventorship first.
- Ask about public disclosures first
- Ask for every contributor and what each did
- Request missing technical detail one topic at a time
- Mark the disclosure incomplete if the key detail is missing
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Checklist items
- Question order
- Reply deadline
- Filing recommendation format
- Disclosure types
What keeps you in control
It always asks you first
- Patent agent approves the questions and the filing recommendation
Hard limits
- Never decide patentability
- Never share disclosure details outside the team
It stops when
- Done: complete disclosure and recommendation
- Stop: the inventor cannot supply key details
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
