AI Docketing

Automate the Intake. Own the Outcome.

Turn a flood of PTO correspondence, counsel emails, and multi-jurisdictional filings into structured, docketed records — without re-keying a single field. Configure your level of oversight and validate every action before it's confirmed.

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Automate the Intake

Spend Less Time Docketing. More Time on What Matters.

AI Docketing eliminates the repetitive, error-prone steps that slow down IP operations — so your team can focus on strategic work instead of manual data entry. Whether you're a corporate IP department or a law firm, you get a single, intelligent workflow that scales with your portfolio.

  • Process Documents in Seconds, Not Minutes

    Turn a stack of PTO correspondence and, counsel emails, and office actions into structured, docketed records — without re-keying a single field.

  • icon - Stay in Control at Every Step

    Stay in Control at Every Step

    Configure how much oversight your team applies — from fully automated processing to two-step review — so you set the pace and the standard.

  • icon - Eliminate Portfolio-wide blind spots

    Eliminate Portfolio-Wide Blind Spots

    Track every action, deadline, and decision with a full audit trail — giving your compliance and quality teams the visibility they need.

  • Scale without adding headcount

    Scale Without Adding Headcount

    Handle growing PTO volumes and multi-jurisdictional complexity without proportionally growing your docketing team.

Everything You Need, From Inbox to Record

Take control of the full intake-to-action workflow — ingest from multiple sources, validate with confidence, and close the loop on every deadline, task, and citation.

One inbox for PTO feeds
Classify, extract, and assign
Every item linked to the right case
Auto-create deadlines, close tasks
Cross-cite and propogate
Set your level of control
Actions logged for compliance
Icon - one inbox for PTO feeds

Multi-Source Intake

One inbox for PTO feeds, emails, and uploads

Bring documents from PTO integrations (USPTO, EPO, EUIPO), forwarded emails, and uploads into a single queue — including JPO and CIPO document processing.

Icon - classify, extract and assign

Automated Document & Email Processing

Classify, extract, and assign without manual entry

Process office actions and correspondence automatically — each item is classified, data and deadlines extracted, and updates proposed to the correct record.

Icon - Every utem linked to the right case

Intelligent Case Matching

Every item linked to the right case automatically

Every item is matched to the correct IP case using references, application numbers, and jurisdictional data. Unmatched items surface for manual assignment.

Icon - Auto-create deadlines, close tassks, trigger

Deadline & Event Automation

Auto-create deadlines, close tasks, trigger what's next

Capture deadlines from document content, create docket events, close manage completed tasks, and trigger downstream workflows — so nothing falls through the cracks.

Icon - cross-cite and propogate

Prior Art & IDS Propagation

Cross-cite and propagate across patent families

Retrieve prior art PDFs in bulk from USPTO 892 forms, propagate citations across patent families, and eliminate duplicate effort for faster IDS preparation.

Icon - set your level of control

Configurable Validation

Set your level of control — from auto to four-eyes review

Review proposed updates side-by-side with source documents. Choose zero-step, one-step, or two-step validation — you decide how much oversight is right.

Icon - Actions logged for Compliance

Full Auditability & Traceability

Actions logged for compliance and oversight

Track updates with a complete audit trail — giving your compliance and quality teams full visibility into what happened and when.

One inbox for PTO feeds
Icon - one inbox for PTO feeds

Multi-Source Intake

One inbox for PTO feeds, emails, and uploads

Bring documents from PTO integrations (USPTO, EPO, EUIPO), forwarded emails, and uploads into a single queue — including JPO and CIPO document processing.

Classify, extract, and assign
Icon - classify, extract and assign

Automated Document & Email Processing

Classify, extract, and assign without manual entry

Process office actions and correspondence automatically — each item is classified, data and deadlines extracted, and updates proposed to the correct record.

Every item linked to the right case
Icon - Every utem linked to the right case

Intelligent Case Matching

Every item linked to the right case automatically

Every item is matched to the correct IP case using references, application numbers, and jurisdictional data. Unmatched items surface for manual assignment.

Auto-create deadlines, close tasks
Icon - Auto-create deadlines, close tassks, trigger

Deadline & Event Automation

Auto-create deadlines, close tasks, trigger what's next

Capture deadlines from document content, create docket events, close manage completed tasks, and trigger downstream workflows — so nothing falls through the cracks.

Cross-cite and propogate
Icon - cross-cite and propogate

Prior Art & IDS Propagation

Cross-cite and propagate across patent families

Retrieve prior art PDFs in bulk from USPTO 892 forms, propagate citations across patent families, and eliminate duplicate effort for faster IDS preparation.

Set your level of control
Icon - set your level of control

Configurable Validation

Set your level of control — from auto to four-eyes review

Review proposed updates side-by-side with source documents. Choose zero-step, one-step, or two-step validation — you decide how much oversight is right.

Actions logged for compliance
Icon - Actions logged for Compliance

Full Auditability & Traceability

Actions logged for compliance and oversight

Track updates with a complete audit trail — giving your compliance and quality teams full visibility into what happened and when.

The Numbers Behind the Workflow

Teams using AI Docketing see measurable gains across patent and trademark operations — from individual task processing to portfolio-wide efficiency.

  • icon - 1000 PTO documents types

    1,000+ PTO Document Types

    Process documents from USPTO, EPO, EUIPO, JPO, and CIPO — covering 95% of USPTO forms and 99% of EPO forms out of the box.

  • icon - 8-12min one click

    8–12 Minutes → One Click

    Replace manual case matching, data entry, and deadline calculation with a single validated confirmation.

  • icon - 233 hours saved per IDS

    2.33 Hours Saved per IDS

    Reclaim hours on every IDS cycle through automated prior art propagation and cross-citation across patent families.

Testimonials

What Our Customers Say About AI Docketing

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Smart & Biggar

In our previous paper-based file workflow when a file came in from the PTO, it might take three days to process a document and get it to a professional to review. Now, we can get those documents processed and reviewed in half an hour or less.

Chris Farrell
Operations Process Analyst, Smart & Biggar

FAQ & Support

AI Docketing Frequently Asked Questions

What is AI Docketing?

AI Docketing lets you process incoming IP documents and emails, match them to the right case, capture deadlines, and confirm docketing actions — replacing minutes of manual work with a single validated click.

What types of documents can I process?

You can process 1,000+ PTO document types across USPTO, EPO, EUIPO, JPO, and CIPO — including office actions, confirmations, grants, renewals, search reports, and general correspondence.

How does email processing work?

Forward emails from outside counsel, foreign associates, clients, or internal teams into AI Docketing. The system reads both the message body and the attachments, classifying and extracting data just like PTO documents — so you manage all intake in one place.

Can I control how much automation is applied?

Yes. You configure your preferred validation level — from fully automated processing to one-step or two-step (four-eyes) review — so your team sets the right balance of speed and oversight.

Is AI Docketing for corporations, law firms, or both?

Both. AI Docketing is built for any IP team — corporate IP departments, in-house paralegal teams, and law firms of all sizes — with configurable workflows that adapt to your organizational structure and compliance needs.

How accurate is the case matching?

AI Docketing uses high-accuracy matching based on application numbers, references, and jurisdictional data. Items that can't be confidently matched are surfaced in an unmatched queue with suggested partial matches — so you always have visibility and can assign manually.

Resources

Go Deeper on AI Docketing

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