Our Offerings · Managed Services

Prefer to hand over the matter? We deliver it.

Experienced patent professionals run the work for you on Esgenix, through the same review checkpoints, and hand back the same deliverables: filing-ready specifications, complete reports, presentation decks, and Excel workbooks.

Patent drafting Prior art & invalidity FTO IP due diligence Fractional CIPO

Why it matters

Why a managed service, when the platform exists

Not every team wants another tool, and not every quarter leaves room to learn one. Filing programs spike, a diligence deadline lands, a colleague leaves mid-docket, and the work still has to go out at the same standard. For many IP teams, the constraint is not whether better tooling exists; it is that nobody has the hours to sit in front of it.

The traditional answer is outside counsel or a search firm. Both work, and both come with the same frictions: the matter disappears into someone else’s process, progress is a status email, the working record stays in the vendor’s files, and the quality depends on which associate happened to pick up the assignment.

Esgenix managed services take a different shape. Our patent professionals deliver the matter (drafting, prior art search, freedom to operate, invalidity, IP due diligence), but they deliver it on the platform, through the same review checkpoints the software enforces for everyone. The claim set still passes a hard approval gate. Every reference is still graded and every override still carries a recorded reason. Every claim element still carries provenance back to the disclosure. The discipline is structural, not a promise about diligence.

Instead of a conclusion in a PDF, you get the full working record.

That structure changes what you receive. Instead of a conclusion in a PDF, you get the full working record: the graded reference boards, the feature matrices with evidence quotes, the risk registers, the audit trail of every decision taken on the matter. If a finding is challenged eighteen months later, the reasoning is on file, not in a former associate’s memory.

It also changes what the engagement can become. Because the work lives on the platform, a services engagement converts cleanly: your team can review matters in progress, take over the checkpoints themselves when capacity returns, or move to running the platform directly with your history intact. Teams that need continuity of leadership rather than hands can engage a fractional CIPO: senior IP counsel involvement, scaled to the size of your program.

And the commercials match the delivery: you pay per matter delivered, so a spike in filings is a line item, not a hiring decision.

The workflow

How an engagement runs

The same platform, the same checkpoints, with our professionals carrying the production and your team deciding how involved to be.

  1. 01

    Scope the engagement

    A short conversation about the matter or the program: what needs delivering, in which jurisdictions, by when, and how much your team wants to review along the way.

  2. 02

    The matter is assigned

    An experienced patent professional takes the matter and runs it on Esgenix, with every action logged on the platform from the first upload.

  3. 03

    Work runs through the gates

    The same checkpoints the software enforces for everyone: scoping approved, references graded, claims through a hard approval gate, provenance on every element.

  4. 04

    Your checkpoints, your call

    Review at the gates that matter to you, such as claim strategy, risk grading, and the final draft, or delegate them and review the finished record. The involvement level is yours to set.

  5. 05

    Deliverables handed over

    Filing-ready specifications, complete reports, presentation decks, and Excel workbooks, plus the full working record behind them, on the platform.

Capabilities

What we deliver

Patent drafting

Filing-ready applications with claims, description, abstract, and figures, drafted through the five approval gates, native to US, European, and Indian practice.

Prior art search

Semantic search across 220 million patents and 100+ million research papers, delivered as a graded search report with a feature-by-reference matrix.

Freedom to operate

Clearance by product element, act, and territory, ending in a counsel memo, a risk register, and a clearance map your team can act on.

Invalidity search

Element-by-element positions against a granted claim set: pre-priority art, evidence-quoted claim charts, and combination arguments assembled.

IP due diligence

Portfolio and transaction diligence built on the same graded, documented record, so every conclusion is traceable to its evidence.

Fractional CIPO

Senior IP counsel involvement scaled to your program: strategy, filing decisions, and portfolio direction without a full-time hire.

Work you can watch

The matter lives on the platform, not in a vendor’s inbox. See progress, review the boards, and step into any checkpoint whenever you choose.

The record stays yours

Graded references, evidence quotes, override reasons, audit trails: the full working record is handed over with the deliverable, and stays with you.

A path to self-serve

Engagements convert cleanly: take over the checkpoints when capacity returns, or move to running the platform directly with your matter history intact.

Deliverables

What lands in your inbox

Documents you can hand over. Every one is reviewed and approved by a person before it leaves the platform.

DOCX

Filing-ready specifications

Complete applications with figures, drafted to the target jurisdiction’s conventions and approved at every gate.

DOCX · PDF

Complete reports

Search, FTO, invalidity, and diligence reports, reviewed by a person before they go out, every conclusion traceable.

PPTX

Presentation decks

The findings as slides, built for the meeting where the decision gets made.

XLSX

Excel workbooks

Feature matrices, risk registers, and reference records: the working data behind every deliverable.

Questions

What practitioners ask

Two ways. The work runs on the platform, so you can see progress and step into any checkpoint rather than waiting for a status email. And you receive the full working record (graded references, evidence quotes, audit trails), not just the concluding document. The discipline is enforced by the workflow, not dependent on who picked up the assignment.

Experienced patent professionals on our team, working on Esgenix through the same review checkpoints the software enforces for everyone. Agents carry the production; a person reviews and approves every deliverable before it reaches you.

As involved as you choose. Some teams review every gate: claim strategy, risk grading, the final draft. Others delegate the checkpoints and review the finished record. The involvement level is set at scoping and can change matter by matter.

Yes, and the transition is clean by design: the matters already live on the platform, so your team can take over checkpoints gradually or switch to self-serve entirely with the full history intact. Many teams start with services during a capacity crunch and keep the platform afterward.

Senior IP counsel involvement without a full-time hire: strategy, filing program direction, and portfolio decisions, scaled to the size of your program. It pairs naturally with managed delivery, since the same engagement can cover both the decisions and the production.

Tell us about the matter

Bring the disclosure, the product, or the docket that needs moving. We’ll scope the engagement, agree the checkpoints, and take it from there.

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