An honest breakdown of what technology does in our process, where human judgment takes over, and how the complete research record is produced.
Every search moves through the same accountable sequence, while the actual research plan adapts to the claims, technology, jurisdictions and intended use.
A named analyst reads the invention and builds the search strategy: concepts, CPC/IPC classifications, keywords and technical equivalents. That strategy runs against public patent databases and non-patent literature, where AI-assisted retrieval compresses a large field of public results. The client’s confidential disclosure is never submitted to any third-party AI tool.
A named analyst assesses every retrieved reference against the question the research must answer. Where the engagement is claim-focused — such as FTO, evidence-of-use or infringement analysis — the analyst maps the relevant claim elements against the technology or evidence under review. Hallucinated, unsupported or misapplied citations are flagged in every service.
Full audit trail: search queries run, databases accessed, relevance rationale for every included and excluded reference. Reproducible and defensible.
A credentialed analyst and senior reviewer co-sign every deliverable. The opinion is ours, not the algorithm’s. We can testify to the methodology.
A named analyst reads the invention and builds the search strategy. AI-assisted tools apply that strategy only to public patent databases and literature, extending coverage and reducing retrieval time without receiving the client’s confidential disclosure. AI does not determine relevance or construe claims.
A named analyst reads every potentially relevant reference, assesses relevance against the specific claims under analysis, maps claim elements to disclosed features, identifies claim-construction issues, and flags hallucinated or misapplied citations introduced during AI retrieval.
Search queries, databases accessed, date and time of search runs, relevance rationale for every included reference, and reasoning for excluded references are logged in a structured search summary that accompanies every deliverable. The methodology is reproducible.
A senior analyst co-signs every final deliverable with the primary analyst. Both are named, credentialed, and available for declaration or deposition in litigation contexts. No deliverable leaves under an anonymous or organizational signature.
A 20-minute scoping call, with an NDA in place before any project materials are shared.