PatentGuard IP — Patent prosecution boutique
AI deployment blueprint for Patent prosecution boutique. Automates patent prosecution using Airtable, Gmail, Google Drive, Claude.
AI Readiness Score
Structured case data in Airtable, standardized legal document formats
Small team with high billable hour pressure, limited technical bandwidth
Strong ROI potential given high billable rates and malpractice risk mitigation
Legal processes are rule-based and deadline-driven, perfect for automation
Phased approach allows for critical deadline agent first, then research tools
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
Deploy deadline monitoring first to eliminate malpractice risk
Add AI-powered prior art research to boost efficiency
Implement automatic time tracking for billing accuracy
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
- 1Query Airtable for active patent cases
Retrieve cases with pending USPTO deadlines
Airtable API - 2Check USPTO PAIR for status updates
Verify current status and detect new deadlines
USPTO PAIR API - 3Calculate days until deadline
Account for USPTO business days and holidays
Date calculation - 4Send appropriate alerts via email
Escalating urgency based on time remaining
Gmail API - 5Update Airtable with notification status
Log when alerts were sent and acknowledged
Airtable API
Data Flow
Inputs
- Airtable — Patent case records with deadlines(JSON)
- USPTO PAIR — Official patent status and deadlines(XML)
Outputs
- Gmail — Deadline alerts to attorneys(HTML email)
- Airtable — Updated notification logs(JSON)
Prerequisites
- -USPTO PAIR API access setup
- -Airtable schema standardization for deadline fields
Error Handling
Send alert based on last known data + urgent flag
Retry with SMS backup and Slack notification
Integrations
| Source | Target | Data Flow | Method | Complexity |
|---|---|---|---|---|
| Airtable | USPTO PAIR API | Case numbers → Patent status updates | api | high |
| Gmail | Airtable | Client communications → Case activity log | api | moderate |
| Google Drive | Claude API | Documents → Analysis and insights | api | moderate |
Schedule
0 8 * * *Recommended Models
| Task | Recommended | Alternatives | Est. Cost | Why |
|---|---|---|---|---|
| Deadline monitoring and alerts | Claude Haiku | GPT-4o Mini | $15/month | Simple classification and alert generation, cost-effective for daily runs |
| Prior art analysis and document review | Claude Sonnet 3.5 | GPT-4oClaude Opus | $80/month | Complex patent document analysis requires high-end reasoning capabilities |
| Time tracking categorization | Claude Haiku | GPT-4o Mini | $10/month | Simple email and document classification for time entries |
Impact
What Changes
Quality Gains
- ✓Zero missed USPTO deadlines
- ✓More comprehensive prior art analysis
- ✓Complete billable hour capture
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What's next?
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