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PatentGuard IP — Patent prosecution boutique

AI deployment blueprint for Patent prosecution boutique. Automates patent prosecution using Airtable, Gmail, Google Drive, Claude.

3 agents3 integrations12h freed/week2 weeks (deadline monitoring)9h setupSimple

AI Readiness Score

72/100
RUN
data maturity70

Structured case data in Airtable, standardized legal document formats

team capacity60

Small team with high billable hour pressure, limited technical bandwidth

budget alignment80

Strong ROI potential given high billable rates and malpractice risk mitigation

automation readiness85

Legal processes are rule-based and deadline-driven, perfect for automation

timeline feasibility75

Phased approach allows for critical deadline agent first, then research tools

integration complexity65

Good API coverage with existing tools, USPTO PAIR API available but complex

How This System Works

Architecture

Three-agent system focused on critical patent prosecution workflows: deadline management (compliance), research acceleration (efficiency), and time capture (revenue). Integrates with existing Airtable case management system and leverages Claude for document analysis.

Data Flow

Case data flows from Airtable to deadline monitoring and research agents. USPTO API provides official deadline updates. Gmail and Google Drive activities feed time tracking. All agents update Airtable with results for centralized case management.

Implementation Phases

1
Critical Compliance6 weeks

Deploy deadline monitoring first to eliminate malpractice risk

USPTO Deadline Guardian
2
Research Acceleration4 weeks

Add AI-powered prior art research to boost efficiency

Prior Art Research Assistant
3
Revenue Optimization3 weeks

Implement automatic time tracking for billing accuracy

Time Capture Assistant

Prerequisites

  • -USPTO PAIR API access approval
  • -Standardized Airtable schema for patent cases
  • -Google Workspace API permissions

Assumptions

  • -Average 20 active patent cases at any time
  • -2 prior art searches per month
  • -Attorney billing rate of $400+/hour

Recommended Agents (3)

How It Works

  1. 1
    Query Airtable for active patent cases

    Retrieve cases with pending USPTO deadlines

    Airtable API
  2. 2
    Check USPTO PAIR for status updates

    Verify current status and detect new deadlines

    USPTO PAIR API
  3. 3
    Calculate days until deadline

    Account for USPTO business days and holidays

    Date calculation
  4. 4
    Send appropriate alerts via email

    Escalating urgency based on time remaining

    Gmail API
  5. 5
    Update Airtable with notification status

    Log when alerts were sent and acknowledged

    Airtable API

Data Flow

Inputs
  • AirtablePatent case records with deadlines(JSON)
  • USPTO PAIROfficial patent status and deadlines(XML)
Outputs
  • GmailDeadline alerts to attorneys(HTML email)
  • AirtableUpdated notification logs(JSON)

Prerequisites

  • -USPTO PAIR API access setup
  • -Airtable schema standardization for deadline fields

Error Handling

critical
USPTO API unavailable

Send alert based on last known data + urgent flag

critical
Email delivery failure

Retry with SMS backup and Slack notification

Integrations

SourceTargetData FlowMethodComplexity
AirtableUSPTO PAIR APICase numbers → Patent status updatesapihigh
GmailAirtableClient communications → Case activity logapimoderate
Google DriveClaude APIDocuments → Analysis and insightsapimoderate

Schedule

0 8 * * *
USPTO Deadline GuardianDaily deadline check at 8 AM ET

Recommended Models

TaskRecommendedAlternativesEst. CostWhy
Deadline monitoring and alertsClaude Haiku
GPT-4o Mini
$15/monthSimple classification and alert generation, cost-effective for daily runs
Prior art analysis and document reviewClaude Sonnet 3.5
GPT-4oClaude Opus
$80/monthComplex patent document analysis requires high-end reasoning capabilities
Time tracking categorizationClaude Haiku
GPT-4o Mini
$10/monthSimple email and document classification for time entries

Impact

What Changes

Before
Manual deadline tracking in spreadsheets with missed deadline risk
After
Automated monitoring with escalating alerts and USPTO integration
Before
16-hour manual prior art searches across multiple databases
After
2-4 hour AI-assisted searches with structured reports
Before
15-20% of billable time lost due to poor tracking
After
Automatic time capture with 95%+ accuracy
Capacity Unlocked
12 hours/week freed for high-value client work and business development
Time to First Impact
2 weeks (deadline monitoring)

Quality Gains

  • Zero missed USPTO deadlines
  • More comprehensive prior art analysis
  • Complete billable hour capture
12h freed up/week$240/mo estimated cost

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What's next?

This blueprint is a starting point. Fork it, remix it, or build your own.