Documentation
How PatentFlow is installed and how each part behaves - not only what a button is called, but what happens when you press it: when a deadline is proposed, who may check it, what the AI sees and what is recorded.
Installation
Installing on a Linux server with Docker, with or without AI, and the first administrator.
System requirements
Server sizes for the application, the database and the AI model, and what a GPU changes.
Users, rights and visibility
Administrators, groups with rights, and who may see which client and file.
Invention disclosures
The form for clients, the Word template, the inbox and confirming submissions.
AI drafts
How a draft is generated, which model runs it and what the firm guidelines do.
Editor and drawings
Editing drafts, revisions and chat, the claim tree, warnings and the figure tool.
Files and filings
Patent families, filings per office, register data, checklists and follow-up filings.
Docket and deadlines
Computed deadlines, the docket with pre-deadline and four-eyes check, reminders and calendar.
Planning and tasks
Work packages, tasks, templates, due dates and optional sprints.
Office mail and letters
Reading office letters, assigning them, fees, and letters to the client from templates.
Monitoring and analysis
Watches, oppositions, claim charts and proceedings.
Time and invoices
Recording time, hourly rates, invoices, cancellations and payment.
Security and backups
Sessions, audit log, conflict check, backups and restoring.