Projects
How to create a project in &AI and use project-scoped features like Charts and Search
By Caleb1 author40 articles
Getting Started
Foundational workflows that help new users choose the right way to open work in &AI.
- Project settingsSet chart defaults, review usage, and manage project sharing.
- Start from an IPR petitionStart a PTAB matter from an IPR proceeding and process the petition context.
- Start from the pitch workflowUse a complaint-driven workflow to build a pitch deck, a draft, or both.
- Choose the right starting workflowDecide whether to start from a case, an IPR proceeding, or the pitch workflow.
- Demo projects
Sources
How to add and edit project source documents.
Search
Search workflows across patent, non-patent, product, and clinical-trials sources.
- Search Agent
- Search overviewIntroduce &AI search modes and explain when to use each search workflow.
- Run a clinical trials searchShow how to run the clinical trials search mode and explain its availability constraints.
- Run a prior art searchShow how to launch and refine a prior art search within &AI.
- Run a product searchExplain how to run product search and review the gated product-search options.
- Run an NPL searchExplain how to run non-patent literature search and understand the NPL-specific access requirements.
Charts
How to build infringement and invalidity claim charts
- Create a chartShow how to create a new chart from project materials and select the right charting mode.
- Chart and export settingsExplain how to configure chart defaults and export citation formatting.
- Review and edit chart citationsExplain how users review chart citations and add annotations or corrections.
- Charts overviewIntroduce the charts workspace and explain the major charting actions available in &AI.
- Rechart and update an existing chartShow how to rerun chart generation and update an existing chart with new outputs.
Patent Context
Patent family, prosecution, claim construction, and PTAB context workflows.
- Patent familyExplain how to review patent families, process related members, and use the break report.
- Patent context overviewIntroduce the patent context area and explain what family, prosecution, and PTAB views provide.
- Prosecution historyShow how to review prosecution history documents and related context.
- PTAB proceedingsAccess previous IPR proceedings for US patents.
Tables
Performing Portfolio and FTO Analysis
- Tables overviewIntroduce table analysis workflows and how tables fit into project review work.
- Create a tableShow how to create a new analysis table and configure its initial structure.
- Run AI analysis across rows and columnsExplain how to run analysis on a table and understand the token-consuming parts of that workflow.
- Review, verify, and export table resultsHow to validate generated table outputs and export the final result set.
Drafts
How to create and edit relevant work products
- Create a draft from a templateStart a draft from an existing template and configure the initial generation inputs.
- Drafts overviewIntroduce the drafts workspace and the relationship between drafts, templates, and pitch outputs.
- Edit and export a draftExplain how to refine generated draft content and export the finished work.
Pitch
Pitch-specific deck-generation workflows and settings.
- Pitch SettingsHow to adjust pitch export settings
- Exporting pitch slide deckHow to export a litigation case pitch PowerPoint
- Pitch overviewIntroduce the pitch workspace, how it differs from general drafts, and when to use it.
- Configure pitch settings and templatesHow to adjust pitch settings, templates, and output expectations before running a pitch workflow.
- Build a pitch deck from a complaintShow how to launch the complaint-to-pitch workflow and verify the required inputs.