A rule is a filter plus an action. Save a research as a rule and every new matching document is tagged, scored, assigned or routed into the right workspace automatically, so no one has to remember to do it.
Every rule pairs a set of conditions with a single action. Build the filter with the full power of PATOffice search, then decide what happens.
Defined through search, so every criterion is on the table. Save the research and its conditions become the rule.
Pick one action per rule. Documents that clear the filter get handled the moment they appear, every day, automatically.
Auto-apply tags or categories to every matching document.
Assign the right colleagues so nothing lands unowned.
Add to, set or clear the ContentScore relevance rating.
Add documents to trackers and monitoring profiles.
Batch-export matching results in your preferred format.
Keep the workspace clean by moving documents in or out.
Push tags across every member of a patent family.
Route documents between workspaces automatically.
Email users about assignments still awaiting review.
Notify a person or team the instant a rule fires.
Trigger structured rating requests for new results.
The action library keeps growing. Tell us what you'd automate next.
Sequences are sets of rules designed to run in a preferred order. Score for relevance, tag by topic, then route the winners into a shared workspace, the whole review pipeline runs itself, the same way, every day.
Set your filter in PATOffice search: applicant, title, IPC, family events, any combination.
Happy with the results? Save the research as a rule and give it a name.
Tag, assign, score, route or notify. Pick what happens to every matching document.
Combine rules into ordered sequences bound to workspaces, then let them run daily.
Watch a short demo to see how rules and sequences automate your patent review. From the initial filter to the shared workspace.