GivanceIntellectual Property
Intellectual Property

We run your prosecution back office

Your tools stay. Your headcount stays. But your team handles twice the matters. The agent takes over office action intake, docketing, IDS generation, client updates, and deadline enforcement.

See It In Action
Your Current Ops Stack

~$173–292K/yr in tools + people

Docketing (AppColl / CPi / Anaqua)$4–8K/yr
File storage (Egnyte / SharePoint / Box)$8–17K/yr
Workflow automation (Power Automate / Zapier)$2–4K/yr
Billing (QuickBooks / Xero / Clio)$1–2K/yr
Prosecution QC (Patent Bots / Patent Copilot)$1–2K/yr
CRM (HubSpot / Salesforce / Lawmatics)$2–5K/yr
HR / payroll (Rippling / Gusto / ADP)$5–14K/yr
Outsourced CFO / bookkeeper$30–60K/yr
Paralegals (2 FTE)$120–180K/yr

The spend isn't the problem. The problem is your throughput is capped by the people running these systems.

Givance
Same team. Double the capacity.

Givance plugs into your existing stack

integrates
Your docketing system

Givance reads from it and pushes updates back — zero-error docketing stays

integrates
Your file storage

Auto-creates matter folders on intake, files office actions and correspondence

integrates
Your billing software

Syncs billing codes and time entries from completed agent work

monitors
USPTO Patent Center

Monitors for new office actions, downloads documents, extracts deadlines

automates
Intake-to-folder workflows

Agent handles the full pipeline natively — no more manual triggers

automates
Paralegal data entry

Agent populates docketing fields, generates work emails, assigns matters

automates
IDS preparation

Agent compiles references across families, generates forms, flags gaps

automates
Client status emails

Agent drafts and sends portfolio updates on a schedule you set

Agent Workflows

Here's what the agent actually does

These are real workflows running for intellectual property firms today.

1

New office action arrives from USPTO

Agent detects new office action via Patent Center monitoring
Downloads the PDF and extracts rejection basis (§102, §103, §112)
Identifies rejected claims and maps them to prior art references
Creates matter folder in Egnyte/SharePoint with standardized structure
Updates AppColl with deadline (3-month / 6-month response window)
Drafts preliminary response strategy with suggested claim amendments
Emails the assigned attorney + paralegal with summary and attachments
Attorney gets a ready-to-review response draft, not a raw office action
2

New matter intake email arrives

Agent parses the intake email for client info, application number, and filing details
Creates the full folder hierarchy in Egnyte (correspondence, prosecution, prior art, IDS)
Populates AppColl with matter details, assigns attorney and paralegal
Generates outgoing client acknowledgment email
Syncs billing codes to QuickBooks Online
Complete matter setup in under 2 minutes — no manual data entry
3

IDS filing deadline approaching

Agent scans prosecution history for all cited references across the patent family
Cross-references against existing IDS filings to identify gaps
Compiles missing references and generates IDS form (SB/08)
Flags any foreign references needing translations
Queues for attorney review and e-filing
Complete IDS draft with zero missed references

Always Running

A day in the life of your agent

This is what happens while your team sleeps, eats lunch, and takes meetings. The agent doesn't stop.

Running now· 24/7 autonomous
Givance
Agent ActivityToday
6:02 AM

Detected 3 new office actions from overnight USPTO batch

monitoring
6:04 AM

Created matter folders and updated AppColl for all 3

docketing
6:15 AM

Drafted preliminary responses for 2 §103 rejections

drafting
8:30 AM

Sent attorney briefing emails with response drafts attached

comms
9:45 AM

Processed intake email: new provisional application for Kim portfolio

intake
11:00 AM

Generated IDS form for App. 17/456,789 — found 4 uncited references

compliance
1:30 PM

Synced 6 new billing entries to QuickBooks

billing
3:15 PM

Flagged: response deadline in 5 days for Chen patent, no draft yet

alert
5:00 PM

Sent end-of-day portfolio status to managing partner

reporting

Email Agent

Send a task. Get it done.

CC ask@givance.ai on any email. Attach files. Get finished work back in the thread.

Re: Office Action - App. 17/456,789 (Chen)

RP
Rachel Park

Team, we just got a 103 rejection on the Chen patent. Can someone pull together a preliminary response and flag which claims need amendment?

office_action_17456789.pdf
chen_claims.pdf
Givance
Givance AI

Done. Here’s my analysis of the office action:

  • Claims 1, 4, 7 rejected under §103 (obviousness)
  • Examiner cites Park et al. (US 10,234,567) and Lee (WO 2021/045678)
  • Claims 2–3 and 5–6 allowed as dependent
  • Drafted narrowing amendments for each rejected independent claim
chen_response_draft.docx

IDS check before filing - Kim patent family

DL
David Lee

Can you cross-check the Kim patent family and make sure we haven’t missed any references before we file the IDS next week?

kim_family_prosecution_history.pdf
Givance
Givance AI

I’ve audited all 4 applications in the Kim family:

  • 4 uncited references found across the family
  • 2 are US patents cited in sibling applications but not cross-filed
  • 1 foreign reference (JP 2020-156789) needs certified translation
  • Generated SB/08 form with all missing references populated
kim_ids_form_sb08.pdf

What changes at your firm

Your team stops doing

Manually downloading office actions from Patent Center
Creating matter folders in Egnyte for every new case
Entering data into AppColl by hand
Building IDS forms and cross-checking reference lists
Sending routine client status update emails
Tracking response deadlines in spreadsheets
Generating new-matter work emails

Attorneys keep doing

Reviewing and approving claim amendments
Making strategic prosecution decisions
Client counseling on portfolio direction
Signing off on final filings
Conducting examiner interviews

See it running for intellectual property

We’ll show you exactly how the agent handles office actions, docketing, and IDS filings for your portfolio.

Book a Call