Use categorical answers only. Do not include invention disclosures, claim charts, source code, unpublished product details, customer names, trade secrets, or facts you would expect counsel to treat as confidential.
Disclaimer gate before intake
Use categorical answers only. Do not include invention disclosures, claim charts, source code, unpublished product details, customer names, trade secrets, or facts you would expect counsel to treat as confidential. This tool is educational only, is not legal advice, is not a patentability, eligibility, inventorship, or filing-strategy determination, and does not create an attorney-client relationship.
AI Patent Strategy Scorecard
Urgent documentation gap
18
Report-page warning
Use categorical answers only. Do not include invention disclosures, claim charts, source code, unpublished product details, customer names, trade secrets, or facts you would expect counsel to treat as confidential. Source-current note: this staging tool uses current public-source framing only as of the internal review draft. Re-check sources and approve exact copy before any public launch.
Conflicts and engagement caveat
Using this tool, requesting a report, or booking a discussion does not create an attorney-client relationship. Whiteford can provide legal advice only after conflicts review and a written engagement.
Documentation and ownership gap map
R&D evidence: Review prompt, prototype, experiment, and notebook records are preserved.
Ownership: Review employee/contractor invention assignments are current.
Vendor rights: Review ai vendor terms reviewed for data, output, and ip rights.
Technical differentiator: Review the technical improvement is clear enough for claim strategy.
Disclosure package: Review the invention disclosure uses a non-confidential categorical package for counsel review.
Patent/trade secret posture: Review trade-secret versus patent filing decision has been queued for counsel review.
Recommended service path
AI Patent Strategy Sprint: Preserve non-confidential invention-record and ownership evidence before disclosures or diligence requests.
Final-submit warning
Use categorical answers only. Do not include invention disclosures, claim charts, source code, unpublished product details, customer names, trade secrets, or facts you would expect counsel to treat as confidential. Using this tool, requesting a report, or booking a discussion does not create an attorney-client relationship. Whiteford can provide legal advice only after conflicts review and a written engagement.
Marketing updates are off. The scorecard request can still be submitted with only transactional handling.
Educational material only. This scorecard does not assess patentability, determine inventorship, provide legal advice, or form an attorney-client relationship. Do not submit confidential facts.
USPTO research anchors
AI-assisted patent strategy should start with human contribution and documentation.
The scorecard is framed around strategy and readiness. It does not determine inventorship, patentability, or eligibility.
