Claims Dashboard

Toolbar Buttons

Adding Claims

Click + Add Claim. Select Independent or Dependent, fill in the details, and click Add.

Dependent claims auto-insert after their parent family. Independent claims can be placed anywhere via the Insert After dropdown.

Importing from Word

Click 📄 Upload Claims. Handles Word list numbering, plain "1. " prefixes, multi-paragraph claims, and all standard dependency phrases.

Antecedent Basis (STATUS column)

✓ OK — no issues detected. △ ERR — a term is used with "the" before it was introduced with "a" or "an".

Files & Intake Form

Files uploaded in either tab are shared between all tabs. Upload once — available everywhere.

Mixed-format client material

Clients rarely send a single tidy document. The Intake and Search Report buttons accept multiple files at once, in mixed formats: Word (.docx), PDF, photos or scans (.png, .jpg, .webp, .gif), and plain text (.txt, .md). Word and text files are read instantly in the browser; PDFs and images are read by the AI, which extracts their text (and describes technical drawings) — this takes a few seconds per file and requires the AI backend to be reachable.

• Select several files in one go, or upload more later — everything accumulates into the combined intake (or prior-art) text, each file under its own header
• Re-uploading a file with the same name replaces its earlier content instead of duplicating it
• Large PDFs are split into page-range parts automatically and extracted part by part (a progress toast shows the page range being read); images are limited to ~3.5 MB — compress oversized photos first
• The badge or file label shows the filename for a single file, or a count (e.g. “3 files”) for several; originals are archived to the Drive project folder as usual

Status Badges

Green badges appear in the action bar when files are loaded: 📑 Report ✓, 🖼 Figures ✓, 📊 Table ✓, 📋 Intake ✓, ⭐ Features ✓. All files are saved to the Drive project folder automatically on upload.

Bidirectional Claim Flow

Claims can flow in both directions:

• Draft Application → Claim Creation: Click → Edit in Claim Creation in the action bar to send current claims to the Claim Creation tab for AI-assisted editing
• Claim Creation → Draft Application: Click → Transfer to Draft Application to copy polished claims back

📊 Part Number Table format (.xlsx or .csv)

Three columns: Figure | Part No. | Component Name. Example: FIG. 1 | 100 | housing, FIG. 1 | 102 | washing chamber.

📑 Prior Art Search Report (.docx)

Used by the AI to write the Background section with relevant prior art context.

Specifications

Figure Descriptions

After uploading drawings, the Figure Descriptions box is pre-populated. Add a description after each dash:

FIG. 1 - Perspective view of the portable washing system
FIG. 2 - Cross-section showing internal UV components
FIG. 4 - Exploded view showing assembly sequence

Figures with no description are auto-generated by the AI before the main specs run.

Generating Specs

Click ✦ Generate Specs. The AI makes ~10 API calls generating:

• Technical Field, Background, Summary
• 5 sets of Detailed Description paragraphs (~25 paragraphs)
• 3–10 paragraphs per figure, scaled automatically to the number of components (e.g. a figure with 19 parts gets 7 paragraphs; a method figure with 12 steps gets 6)

Generation takes ~60–90 seconds. The status bar updates as each section completes.

Rewriting Sections

Each section has a ✦ Rewrite button. Type your instructions and press Enter:

• "Make this more concise"
• "Add more detail about the UV sanitization system"
• "Rewrite to emphasize energy storage features"

Paragraph Numbers Preview

Below the Detailed Description is a preview showing each paragraph with its [0001]-style number, matching the exported Word document exactly.

Standard Paragraphs (Boilerplate & Alternative Embodiments)

The Standard Paragraphs panel below the Detailed Description adds commonly used patent paragraphs to the specification. It has two parts that work differently.

Boilerplate is inserted verbatim — it is never AI-generated. Because the exact wording of these clauses can affect claim construction, they come from a fixed, reviewed library so the language stays under the attorney's control.

Boilerplate clauses

Tick the clauses you want and click ➕ Insert Selected Boilerplate. Select standard set toggles the seven most commonly used clauses. Available clauses:

Interpretive clauses are placed near the top of the Detailed Description; closing and provision clauses are appended at the end. Each clause becomes its own numbered paragraph on export. Insertion is de-duplicated — clicking again will not add a clause that is already present.

Alternative embodiments

Click ✦ Generate Alternative Embodiments to have the AI draft 4–6 invention-specific paragraphs (“In some embodiments…,” “In other embodiments…”) covering alternative materials, arrangements, optional components, equivalents, and configurations, grounded in the claims. These paragraphs refer to components by name only, with no reference numerals. If closing boilerplate is already present, the new paragraphs are inserted before it, so the “defined solely by the appended claims” paragraph remains last.

Draft Feedback Chat

The chat panel at the bottom allows interactive refinement using natural language. Click ? to toggle the built-in command reference.

Delete

Move

Rewrite a Paragraph

Use any of: rewrite, expand, elaborate, shorten, improve, fix, clarify, add more detail to — followed by the paragraph number.

Rewrite a Section

Abstract

• Click ✦ Generate Abstract to generate a 150-word abstract from the independent claims
• The text box is editable — make changes directly
• Word count shown — turns red if over 150 words
• Abstract is saved to Drive and included in the Patent Draft export

Exporting

Click ⬇ Export ▾ in the toolbar for three options:

📊 Excel (.xlsx)

All claims as a styled spreadsheet with all columns.

📄 Word (.docx) — Claims Only

Numbered list of all claims: "1. [text]". Useful for sending to reviewers.

📋 Patent Draft (.docx) — Full Document

Complete patent application using your template (Verdana 12pt, double-spaced). Includes:

• Title, Technical Field, Background, Summary
• Brief Description of the Drawings
• Detailed Description of Embodiments
• Claims (all formatted)
• Abstract

Unsaved sections show placeholder text. Generate all specs before exporting.

✦ Claim Creation

AI-assisted workflow for drafting patent claims from scratch using your uploaded documents.

Generating Claims

1. Upload input files (Intake Form, Search Report, Drawings, Part Table) — or they carry over from Draft Application
2. Set Number of Claims and Claim Types (e.g. device, method)
3. Add optional Additional Instructions
4. Click ✦ Generate Claims

Polishing Claims

• Each claim has a ✦ Rewrite button — type instructions like "shorten the preamble" or "add detail about the battery"
• Click + Add Dependent Claim to generate a dependent claim referencing the parent

Importing Existing Claims

Use the 📄 Import Claims card to upload a .docx with existing claims — they load into the Claim Creation tab for editing.

Transferring Claims

• → Transfer to Draft Application — copies all claims to Tab 1 with dependency numbers adjusted
• → Edit in Claim Creation (in Draft Application action bar) — sends existing claims to this tab for editing

Google Drive Integration

Setup

1. Click ⚙ Drive Setup in the top bar
2. Enter your Google OAuth Client ID
3. Paste the URL of your shared Drive folder
4. Click Save

Auto-Sync

After setup, the dashboard saves automatically 2 seconds after any change. A ☁ icon shows sync status.

Team Usage

Any team member with access to the shared folder can open the dashboard, load the project from Drive, make changes, and save back. The last save wins — avoid concurrent editing.

What Gets Saved

• All claims (text, type, dependencies)
• Project name and number
• Abstract
• All specification sections
• Figure descriptions
• Target claim count

🔍 Patent Review

The Patent Review tab lets you upload a completed patent draft and have Claude check it for errors across six categories.

How to Run a Review

1. Click 🔍 Patent Review in the sidebar
2. Drop or browse your .docx patent draft into the upload area
3. The tool automatically parses and loads all sections into the Dashboard
4. Select which checks to run (all are checked by default)
5. Click 🔍 Run Review — each check runs as a separate AI call (~5 seconds each)

Six Review Checks

Accepting Fixes

Each issue has two buttons:

• ✓ Accept & Fix — Claude applies the suggested fix to the relevant section in the Dashboard. A version snapshot is saved automatically.
• Dismiss — marks the issue as dismissed without changes.
• ↩ Undo — reopens a previously accepted issue.
• ✓ Accept All Fixes — applies all open issues sequentially.

After Accepting Fixes

• 📋 View Updated Draft — switches to Draft Application to see the fixed sections
• ⬇ Download Updated Draft (.docx) — downloads the full patent draft with all fixes applied
• ⬇ Review Report (.docx) — downloads the review findings as a Word document
• 🖨 Print Report — opens a printable version of the review

🕓 Version History

The tool automatically saves version snapshots of your draft so you can track changes and restore earlier states.

When Versions Are Saved

• When you click ✦ Generate Specs
• When you Accept & Fix a review issue
• When you Transfer claims from Claim Creation to Draft Application
• When you load a draft in the Patent Review tab

Using the Versions Panel

1. Click 🕓 Versions in the action bar (appears after first version is saved)
2. A floating panel shows all versions with timestamps and claim counts
3. The current version is marked CURRENT in blue
4. Click ↩ Restore to go back to any previous version — your current state is saved first
5. Click ⬇ Word to download any specific version as a Word document

Note: Versions are stored in memory and reset when you reload the page. Up to 20 versions are kept per session. For permanent storage, save to Google Drive or download the Word document.