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 down and introduces risk. CPI’s AI automates the process from start to finish.

Analyzes documents from the US Patent Center or user uploads
Identifies document types and extracts key response deadlines (e.g., 2-month, 3-month terms)
Automatically dockets the correct actions in your CPI system
Continuously retrieves new correspondence and updates your docket in real time

Result: More efficient financial workflows with greater visibility and control.

AI Invoice Processing

CPI applies AI to streamline invoice handling and eliminate manual data entry.

Automatically assigns invoices to the correct case or matter
Extracts billing details and populates system fields
Reduces errors and improves processing speed
Supports configurable workflows for review and approval

Result: More efficient financial workflows with greater visibility and control.

AI for IDS Management

For teams managing IDS (Information Disclosure Statement) processes internally, CPI offers AI-powered support.

Automates key steps in IDS tracking and management
Helps ensure completeness and accuracy of prior art submissions
Integrates directly into your patent workflows

Result: Streamlined IDS processes with improved compliance and reduced risk.

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AI-Enhanced
Disclosure Management

Managing intellectual property is complex. Many software providers limit their training sessions or charge for ongoing support, making it harder for your team to get help when they need it most. CPI does things differently.

Flexible, Configurable Questionnaires

Multiple questionnaires can exist within a single DMS
Questionnaires can be tailored by business unit or invention type
CPI helps configure questionnaires and provides ongoing support as needs evolve
Clients can update and modify questionnaires at any time

Configurable Workflows

Supports invention submission, review, and decision management
Automates routing, approvals, and collaboration across teams
Ensures consistency while adapting to your internal processes

Seamless Integration

Fully integrates with the CPI Patent Management System
Connects disclosures directly to downstream patent workflows

Result: A structured, scalable disclosure process that adapts to your organization—not the other way around.

AI Idea Foundry

Smarter Invention Intake and Evaluation

Integrated with CPI’s DMS, AI Idea Foundry enhances how inventions are captured and evaluated.

Pre-fills disclosure questionnaires using AI—inventors review and edit as needed
Helps inventors focus on innovation, not administrative tasks
Categorizes inventions automatically for easier review
Suggests potential claims and identifies key differentiators
Applies scoring and value indicators to support decision-making

Result: Higher-quality disclosures, faster evaluations, and more confident filing decisions.

Our Disclosure Management System