1000x — Agentic Patent Practice Management

Plans Updated: 2026-01-26T13:57:30.340425

1000x — Agentic Patent Practice Management



Vision


An autonomous AI patent practice system that:
1. Monitors all data sources (Clio, AppColl, Patent Center, USPTO)
2. Proactively identifies upcoming deadlines
3. Drafts response documents (.docx) without being asked
4. Presents proposed actions for attorney review
5. Logs time and manages billing automatically

Goal: Attorney reviews and approves work, rather than doing it.

---

Architecture




┌─────────────────────────────────────────────────────────────────┐
│                        1000x CORE                                │
│  ┌─────────────┐  ┌─────────────┐  ┌─────────────┐              │
│  │  Dashboard  │  │  AI Engine  │  │  Doc Gen    │              │
│  │  (Next.js)  │  │  (Claude)   │  │  (.docx)    │              │
│  └─────────────┘  └─────────────┘  └─────────────┘              │
│                           │                                      │
│  ┌─────────────────────────────────────────────────────────┐   │
│  │                    Integrations Layer                     │   │
│  │  ┌─────────┐  ┌─────────┐  ┌─────────┐  ┌─────────┐     │   │
│  │  │  Clio   │  │ AppColl │  │ USPTO   │  │ Patent  │     │   │
│  │  │   API   │  │  Scrape │  │  API    │  │ Center  │     │   │
│  │  └─────────┘  └─────────┘  └─────────┘  └─────────┘     │   │
│  └─────────────────────────────────────────────────────────┘   │
└─────────────────────────────────────────────────────────────────┘


---

Data Sources



1. Clio (Primary Source of Truth)


- API: REST v4 with OAuth 2.0
- Endpoints we need:
- /matters — Patent cases, clients, status
- /tasks — To-dos and deadlines
- /calendar_entries — Important dates
- /time_entries — Billable hours
- /documents — Case files
- /contacts — Clients, inventors
- /notes — Case notes
- Webhooks: Subscribe to matter/task/document events
- Rate limits: 60/min, 1000/hour

2. AppColl (Deadline Docketing)


- Method: Browser automation or API (if available)
- Data:
- USPTO communication tasks (e.g., "Review Filing Receipt")
- Deadline dates with matter associations
- Task completion status

3. USPTO / Patent Center


- Method: USPTO APIs + Patent Center scraping
- Data:
- Office Action documents (PDFs)
- Filing receipts
- Application status
- Examiner information
- Response deadlines (statutory)

---

Agentic Features



Phase 1: Monitoring (Week 1-2)


- [ ] Clio Sync — OAuth setup, matter/task/calendar sync
- [ ] AppColl Monitor — Scrape deadline tasks daily
- [ ] USPTO Watch — Check for new Office Actions
- [ ] Unified Dashboard — All deadlines in one view

Phase 2: Proactive Alerts (Week 3)


- [ ] Smart Prioritization — Sort by urgency × complexity
- [ ] Upcoming Deadline Alerts — 4/2/1 week warnings
- [ ] Document Detection — Flag new USPTO communications
- [ ] Slack/SMS Notifications — Critical deadline alerts

Phase 3: Draft Generation (Week 4-5)


- [ ] Office Action Analysis — AI reads and summarizes rejections
- [ ] Response Drafts — Generate .docx with proposed arguments
- 35 USC 102 (anticipation) responses
- 35 USC 103 (obviousness) responses
- 35 USC 112 (written description) responses
- Claim amendments
- [ ] Template Library — Learn from past successful responses
- [ ] Draft Queue — Pending drafts awaiting review

Phase 4: Full Autonomy (Week 6+)


- [ ] Auto Time Logging — Track AI work, log to Clio
- [ ] Invoice Preparation — Draft bills from time entries
- [ ] Client Updates — Generate status emails for review
- [ ] Learning Loop — Improve from attorney corrections

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User Stories (Expanded)



Monitoring & Sync


| ID | Story | Priority |
|----|-------|----------|
| US-101 | Clio OAuth setup and matter sync | P0 |
| US-102 | AppColl deadline scraping | P0 |
| US-103 | USPTO Office Action detection | P1 |
| US-104 | Unified deadline dashboard | P0 |

Proactive Alerts


| ID | Story | Priority |
|----|-------|----------|
| US-201 | Deadline urgency scoring | P1 |
| US-202 | Multi-channel notifications | P1 |
| US-203 | Daily digest email | P2 |

Document Generation


| ID | Story | Priority |
|----|-------|----------|
| US-301 | Office Action PDF parsing | P0 |
| US-302 | Rejection type classification | P0 |
| US-303 | Response draft generation | P0 |
| US-304 | .docx export with formatting | P0 |
| US-305 | Claim amendment suggestions | P1 |
| US-306 | Prior art analysis | P2 |

Automation


| ID | Story | Priority |
|----|-------|----------|
| US-401 | Auto time logging | P1 |
| US-402 | Invoice draft generation | P2 |
| US-403 | Client email drafts | P2 |

---

Tech Stack



Core


- Frontend: Next.js 14 + Tailwind (dark theme) ✅
- Auth: Clerk ✅
- Database: Neon PostgreSQL ✅
- AI: Anthropic Claude (Opus for analysis, Sonnet for drafts)

Integrations


- Clio: REST API with OAuth 2.0 + Webhooks
- AppColl: Puppeteer/Playwright browser automation
- USPTO: PatentsView API + Patent Center scraping
- PDF: pdf-parse for Office Action extraction

Document Generation


- docx: docx library for Word documents
- Templates: Handlebars for dynamic content
- Storage: S3 or local for generated files

---

Database Schema (Extended)



sql
-- Add to existing schema

-- Clio integration
CREATE TABLE clio_sync (
  id TEXT PRIMARY KEY,
  matter_id TEXT REFERENCES matters(id),
  clio_matter_id TEXT,
  clio_contact_id TEXT,
  last_synced TIMESTAMP,
  sync_status TEXT
);

-- Office Actions
CREATE TABLE office_actions (
  id TEXT PRIMARY KEY,
  matter_id TEXT REFERENCES matters(id),
  type TEXT, -- non-final, final, restriction, etc.
  mailing_date DATE,
  response_due DATE,
  pdf_path TEXT,
  parsed_content JSONB,
  rejections JSONB, -- [{type, claims, basis}]
  status TEXT DEFAULT 'pending',
  created_at TIMESTAMP DEFAULT NOW()
);

-- AI Drafts
CREATE TABLE drafts (
  id TEXT PRIMARY KEY,
  office_action_id TEXT REFERENCES office_actions(id),
  matter_id TEXT REFERENCES matters(id),
  type TEXT, -- response, amendment, remarks
  content TEXT,
  docx_path TEXT,
  status TEXT DEFAULT 'pending', -- pending, reviewed, approved, filed
  attorney_notes TEXT,
  created_at TIMESTAMP DEFAULT NOW(),
  reviewed_at TIMESTAMP
);

-- Auto-logged time
CREATE TABLE ai_time_entries (
  id TEXT PRIMARY KEY,
  matter_id TEXT REFERENCES matters(id),
  task_type TEXT, -- analysis, drafting, research
  description TEXT,
  ai_narrative TEXT,
  hours FLOAT,
  synced_to_clio BOOLEAN DEFAULT FALSE,
  clio_entry_id TEXT,
  created_at TIMESTAMP DEFAULT NOW()
);


---

API Routes (New)




/api/clio
  POST /oauth/callback    — OAuth callback
  GET  /sync              — Trigger full sync
  POST /webhook           — Receive Clio webhooks

/api/appcoll
  GET  /deadlines         — Fetch current deadlines
  POST /sync              — Trigger scrape

/api/uspto
  GET  /applications/:num — Get application status
  GET  /office-actions    — List pending OAs
  POST /fetch/:num        — Fetch new documents

/api/drafts
  GET  /                  — List pending drafts
  POST /generate          — Generate new draft
  PUT  /:id/approve       — Approve draft
  PUT  /:id/revise        — Request revision
  GET  /:id/docx          — Download .docx

/api/ai
  POST /analyze-oa        — Analyze Office Action
  POST /draft-response    — Generate response
  POST /suggest-claims    — Claim amendment suggestions


---

Implementation Order



Week 1-2: Foundation (Current)


1. ✅ Project scaffolding
2. ✅ Database schema
3. 🔄 Matter CRUD (sub-agent building)
4. [ ] Dashboard with stats

Week 2-3: Clio Integration


1. [ ] OAuth 2.0 flow
2. [ ] Matter sync
3. [ ] Task/deadline sync
4. [ ] Webhook receiver

Week 3-4: Document Intelligence


1. [ ] Office Action PDF upload
2. [ ] AI analysis pipeline
3. [ ] Rejection classification
4. [ ] Response draft generation

Week 4-5: Full Agentic Loop


1. [ ] AppColl monitoring
2. [ ] USPTO checking
3. [ ] Auto-draft queue
4. [ ] Attorney review workflow

---

Success Metrics



- Time saved: Hours of attorney time per week
- Deadline coverage: 100% visibility on upcoming deadlines
- Draft quality: % of AI drafts approved with minimal edits
- Response time: Days from OA receipt to draft ready

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Security & Compliance



- All credentials stored in environment variables
- OAuth tokens encrypted at rest
- Client data never leaves the system
- Audit log of all AI-generated content
- Attorney review required before filing

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Updated: 2026-01-26 | Version: 2.0 (Agentic)