Playbook
IP + Patent Drafting
A workflow for prior-art review, claim drafting support, and internal review notes.
ContractsReviewSensitivity: mediumBudget: Free or paidPlatform: any
Recommendation
Based on your answers, we’d start with: Contract Review Quickstart
Your current page is a template. The recommendation below is the closest match for your matter type and workflow stage.
Recommended Stack
Start with 3–5 tools. Add more only if you can maintain the workflow.
Checklist
- [ ] Define invention summary and distinguishing features
- [ ] Perform prior-art scan and record key similarities/differences
- [ ] Draft claim outline and supporting specification sections
- [ ] Create an internal review memo with risks and open questions
Risk Notes
- Treat invention details as sensitive; avoid consumer tools for confidential disclosures.
- Keep a record of sources and dates for prior-art references.
Prompts
IP Claim Chart Starter
Create a starter claim chart structure from a patent claim (for internal analysis).
Skill templates
Source Check (Template)
A repeatable template for verifying legal citations and claims.
Advisory
Want a vendor-agnostic plan for your team?
We can help turn this playbook into a defensible workflow with governance, rollout, and change management.
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