Instruct CPI
Schedule a Demo

AI Built In for Faster, More Accurate IP Management

Automate manual work, reduce errors, and manage your IP with confidence—all within one integrated system.

At CPI, artificial intelligence is built directly into our IP management systems to reduce manual work, improve data accuracy, and support smarter decision-making across your entire portfolio.

From invention disclosure to docketing, financial management, and portfolio analysis, CPI combines AI-driven automation with verified global patent office data—all within a secure, fully integrated platform.

How CPI Uses AI Across Your IP Workflows

AI Automatic Docketing​

Manual docketing slows teams and introduces risk. CPI’s AI automates the process end-to-end.
  • Captures and analyzes incoming documents
  • Identifies key deadlines and required actions
  • Automatically updates and maintains the docket
Result: Accurate, timely, and consistent patent deadline management with reduced manual effort.

AI Invoice Processing​

CPI uses AI to streamline invoice handling and reduce manual effort.
  • Automatically assigns invoices to the correct matter
  • Extracts key billing data and populates system fields
  • Supports configurable review and approval workflows
Result: Faster, more accurate invoice processing with improved visibility and control.

AI for IDS Management​

For teams managing Information Disclosure Statement (IDS) processes internally, CPI delivers AI-powered support to simplify and strengthen your workflows.
  • Uses AI to intelligently capture and process citation data from examiner communications
  • Automates key steps in IDS tracking, organization, and management
  • Helps ensure completeness and accuracy of prior art submissions
  • Integrates seamlessly into your existing patent workflows
Result: A more streamlined IDS process with improved compliance, greater efficiency, and reduced risk.

learn more

AI Idea Foundry

Smarter invention capture and evaluation, built into CPI’s Disclosure Management System.

  • Guides inventors to capture and structure ideas through an AI‑assisted experience
  • Produces more complete, consistent, draft‑ready disclosures
  • Provides patentability insights and prior art intelligence at the point of review
  • Supports better, faster filing decisions without changing your existing workflows
Result: Higher‑quality disclosures and more informed, efficient IP decision‑making.

Introducing Our
AI Assistant - Ask Jerry​

CPI’s generative AI assistant brings powerful insights directly into your IP management system.

  • Analyze your portfolio and uncover trends
  • Compare your assets against the broader IP landscape
  • Generate reports and insights on demand
  • Access AI-driven support across CPI modules
Result: Faster answers, clearer portfolio insight, and better support for strategic planning.

Why CPI’s AI Delivers More

CPI’s AI is designed to work within your system, with your data, and for your workflows—not as a separate tool.

Built for Security and Control

  • AI operates entirely within your CPI environment
  • Your data never leaves your system
  • Prompts and outputs are never used to train external models
Built for Accuracy and Reliability
  • Powered by verified global patent office data
  • Reduces errors across docketing, disclosures, and financial workflows
  • Ensures consistent, trustworthy IP data
Built for Your Organization
  • Developed in-house by CPI experts
  • Configurable to match your workflows and business units
  • Continuously improves within your instance over time
The Result: Faster workflows, more accurate data, and secure, intelligent insights—without compromising control.

Take Control of Your IP with AI-Driven Precision

CPI’s AI doesn’t just automate tasks—it strengthens your entire IP operation.

Reduce manual work. Improve accuracy. Make smarter decisions—faster.

Ready to see how AI can maximize your CPI system?
Schedule a personalized demo and experience it in action.

contact us

Sign up for a personalized demo!

Let us show you exactly how CPI can make IP management easier and more efficient for your organization.