You've Been Asked to Develop an AI Strategy for Your IP Program. Now What?
Internal IP teams are getting the mandate to integrate AI, but don't have the frameworks to respond strategically.
We help you develop and implement a coherent AI strategy to deliver measurable value.
We develop AI integration strategies that create value for your organization.
The mandate is clear: "Integrate AI into patent workflows."
But most IP leaders are stuck between the ask and the answer:
Where should AI actually fit in our processes?
When should we build on internal platforms vs. buy external tools?
How do we design an approach that gets adopted, not ignored?
What does success actually look like? How do we measure and communicate it?
We answer these questions with a strategic framework tailored to your organization—then implement it to prove the value.
Establishing your path.
Every AI integration strategy we develop addresses four core questions
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Build on internal platforms first, buy specialized tools strategically
Prioritize broad accessibility where it creates advantage
Focus on measurable business outcomes, not technology for its own sake
Design for adoption and sustainability, not just capability
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Quick wins that build momentum and credibility
Strategic capabilities that unlock long-term value
Gaps that require external tools with clear ROI
Capabilities that become viable with enterprise-wide access
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Phased rollout strategy with clear milestones
Integration with existing workflows and tools
Change management addressing organizational barriers
Governance ensuring quality and responsible AI use
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Efficiency and quality metrics (cost reduction, time savings, output improvments)
Capability metrics (new activities now possible)
Adoption metrics (usage rates, satisfaction scores)
Executive reporting and communication
Why This Matters
Most Organizations Are Making These Mistakes
Buying tools before defining the strategy
Piloting technologies without a coherent philosophy
Focusing on AI capabilities instead of business outcomes
Treating this as an IT project instead of a strategic initiative
Our Approach
We help you avoid these pitfalls by starting with strategy, not tools.
Define your AI integration philosophy first
Make build vs. buy decisions strategically, not reactively
Tie every capability to measurable business value
Treat this as organizational change, not just technology deployment
Our Process
01
Audit & Strategy Development
We map your current patent workflows and assess your enterprise AI capabilities against your actual needs.
Est. time: 8 - 12+ weeks
03
Optimize and Expand
We continue to measure, refine, and expand your AI capabilities as your needs evolve, platforms advance, and adoption and engagement grows.
Est. time: Ongoing
Test & Implement
We prioritize activities to identify short-term wins and longer-term process shifts. We pilot new capabilities and support deployment implement so we demonstrate that the approach delivers real value.
Est. time: 12 - 16+ weeks
02
How we engage.
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Phase 1: Audit & Strategy Development
Est. Time: 8 - 12+ weeks
We map your current patent workflows and assess your enterprise AI capabilities against your actual needs.
What we evaluate:
* Current workflows (idea capture, disclosure, novelty search, analysis. etc.)
* Enterprise AI platform capabilities (Microsoft Copilot, Google Gemini, etc.)
* Existing tool stack and utilization rates
* Cultural readiness and organizational dynamics
You receive:
* Comprehensive AI integration strategy document
* Clear decision framework for build vs. buy
* Implementation roadmap with clear priorities
* Executive presentation materials
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Phase 2: Test & Implementation
Est. Time: 12 - 16+ weeks
We prioritize activities to identify short-term wins and longer-term process shifts and run implement the first phase of your roadmap to demonstrate that the approach delivers real value.
We build and deploy:
Custom workflows on your enterprise AI platforms
Integrations with existing tools and processes
Governance frameworks and quality controls
Measurement dashboards and reporting
You receive:
Production-ready capabilities in action
ROI documentation for leadership
Validated approach ready to scale
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Phase 3: Optimize and Expand
Est. Time: Ongoing
We continue to measure, refine, and expand your AI capabilities as your needs evolve and platforms advance.
* Continuous measurement and reporting
* Strategy refinement as platforms evolve
* New capability development
* Executive business reviews
Who is this for?
Who need a coherent answer to "what's our AI strategy?"
Chief Patent Counsel
Responsible for justifying innovation investments to the C-suite
General Counsel
When we deliver, it’s not just a finished product—it’s a solution you can trust, backed by real care and effort.
IP / Patent Directors
Our expertise. Your benefit.
Our advisors have worked with some of the world’s leading enterprises. Let us share our expertise.
Skip the line.
We’ve seen the pitfalls. We know where things tend to get stuck or fail. We also know what drives success. Rather than pursue a circuitous path that will limit the impact of your program, skip the line and get to your destination sooner.