Lawtomata PTOFlow Overview
is being developed by patent attorneys who understand the
time-consuming task of receiving and reporting communications from
the Patent Office. Time is literally money in our business, and
PTOFlow can save you time by taking the grunt work out of the
document intake process. Our goal is not to kick the human out of
the loop. Instead, we strive to create a set of usable shell
documents based on the content of the PTO communication. The
documents we prepare are populated with relevant data and issues
we identify in the PTO communication, saving you the time it takes
to transcribe that information manually, fetch prior art
references, and the like.
When you receive a PDF document from the Patent Office, we help
you process it using the following simple steps.
1. Upload your document using drag-and-drop.
After upload, we process the document to identify the document type
(e.g., an Office Action, a Notice of Allowance), metadata (e.g.,
application number, docket number) and issues (e.g., objections,
2. Confirm case data.
After initial processing, we ask you to confirm the case metadata, such as
application number, inventor name, and so on.
3. Review issues.
Next, we walk you through the document. We highlight each issue we
discovered in the document window, and give you a chance to edit
the issue. You can modify the rejection type, relevant claims, or
even delete the rejection entirely. If you spot an issue we missed,
simply click on the relevant line in the document window. Our AI
will give you its best guess, and you can edit it as required.
4. Generate Documents.
After walking you through the issues we spotted in the document,
we generate shell reporting letters and other documents (e.g.,
office action responses) that are customized based on the document
type. We can also fetch US patent references, if they are cited
in an Office Action.
We provide all of our work to you in a result bundle formatted
as a ZIP file. Here is a
ZIP bundle created for
an example Office Action. Each result bundle contains
shell letters and other documents, prior art references if
cited, and the like.
The following is an example of a shell reporting letter prepared
by PTOFlow for a Notice of Allowance. Notice that many of the
fields, including client contact information, application number,
fees due, and the like, are already filled in. No more
error-prone transcription of application metadata!
Note that the documents we create are not 100% ready to go to the
client. Our goal is not to kick the human out of the loop. The
expectation is that an attorney or paralegal will review the
letter, fill in any missing information, and add advice as
We have created a base set of template letters for many of the
most common types of PTO communications. We are happy to work
with you to customize those templates or convert your preferred
documents into templates for use with your account.
What kinds of documents can you process?
We do a nice job nice job with the most common documents
from the patent office, including:
- Application intake documents, including Filing Receipt, Notice to
File Missing Parts, and Notice to File Corrected Application Papers.
- Notice of Publication
- Office Action
- Notice of Allowance
- Issue Fee Due Notice
- Issue Notification
We can recognize a much larger set of documents, but do not provide any
special processing for those document types. But we are getting
smarter every day!
How much time can PTOFlow save?
PTOFlow creates shell documents and pulls prior art references if
present, based on issues we find in an incoming PTO document. We have
observed that legal assistants spend at least a half hour, and
sometimes an hour or more, processing an incoming office action.
With PTOFlow, they can perform this process in half the time or
If your firm processes many documents per day, the savings really
add up. A boutique law firm that processes 100 PTO communications
per week could easily save 50 person-hours. At labor costs in
excess of $50/hour, this translates to real savings. Even a solo
practitioner who processes 10 PTO documents per week can save a
few hours that are better spent billing or having fun doing
What kind of documents can PTOFlow process?
We are focused on doing a good job for the most common Patent Office documents:
Filing Receipt, Notice of Publication, Office Action, Notice of Allowance,
and Issue Notification. We can handle and produce default reporting letters for
other types of documents.
How much does it cost?
Right now, we are performing beta tests. If you wish to join,
please contact us at Lawtomata info
Can multiple users access my subscription?
Yes, you can add a legal assistant or other users who can process documents
using your subscription.
Is my data secure?
All access is password-protected. This means your data cannot
be accessed by other subscribers/firms. If you cancel your
subscription, all of your data will be erased.
Will you access my data?
We may access your data upon your request, to address a help
desk inquiry. We may also access your data to improve the
system. If there are documents that we did not process well,
we'd like to use those documents to improve our system. We
promise to always keep that information confidential.