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AI agent for patent agents

Licensing Royalty Report Audit Agent

Each royalty payment matches what the contract requires.

ComplianceAnalysisLegal
See how it worksGet access
Licensing Royalty Report Audit Agent: what goes in, what the agent does and what you get

What it does

Licensees report royalties on their own terms, and the reports are rarely checked against the agreement. Underpayments go unnoticed for years. This agent reads each royalty report and recalculates the royalty with the contract's rates, tiers, exclusions and currency rules. It compares the result to the payment received and drafts a query for any difference. After the licensee replies, it recalculates. The patent agent approves any claim or audit request. It decides by the contract: rate, base and exclusions, with a tolerance for rounding. Edge case: a licensee deducts returns the contract does not allow, so the agent recalculates without the deduction and flags the line.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Royalty report arrives 2 USES A TOOL Read the report and the matching contract terms 3 DOES Recalculate the royalty with rates, tiers andexclusions 4 USES A TOOL Compare the result to the payment received 5 DOES Flag differences and unallowed deductions 6 DOES Draft a query to the licensee 7 YOU APPROVE Patent agent approves the query or an audit request 8 USES A TOOL Recalculate after the licensee replies 9 CHECKS THE RESULT Does the revised figure match the payment? If not: update the query with the remaining difference.Back to step 3. 10 RESULT Royalty check record
Read the steps as a list
  1. Royalty report arrives
  2. Read the report and the matching contract terms
  3. Recalculate the royalty with rates, tiers and exclusions
  4. Compare the result to the payment received
  5. Flag differences and unallowed deductions
  6. Draft a query to the licensee
  7. Patent agent approves the query or an audit requestThe agent waits here for your OK.
  8. Recalculate after the licensee replies
  9. Does the revised figure match the payment?If not: update the query with the remaining difference. Back to step 3.
  10. Royalty check record

How it decides

It recalculates from contract terms and flags any difference over 1% or $100. It checks each deduction against the allowed list.

  • Flag a difference over 1% or $100
  • Flag a deduction not allowed by the contract
  • Convert currency at the contract's stated rate
  • Flag late reports

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Tolerance (default 1% or $100)
  • Allowed deductions
  • Currency source
  • Report schedule
  • Query wording

What keeps you in control

It always asks you first

  • Patent agent approves any query, claim or audit request

Hard limits

  • Never send a claim or audit request itself
  • Never interpret an ambiguous clause alone

It stops when

  • Done: royalty matches or the query is sent and logged
  • Stop: the contract term is ambiguous

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensA licensee pays $42,300 on reported sales of $1.2 million at 4%. The agent recalculates $48,000 and finds a returns deduction not allowed by the contract. It drafts a query. The licensee replies with revised returns. On recalculation the amount is $46,500, still $4,200 over the payment. The agent updates the query for approval.

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