How to choose the right AI Patent Copilot in 2024?

The use of AI for assisting in Intellectual Property creation is not new. AI tools have been used by practitioners for a long time in their search, classification, and analysis tasks.

However, Generative AI marks a significant evolution, poised to transform the patent creation and prosecution workflow with a promising landscape of efficiency gains.

With so many solutions available on the market, selecting the right one can be a daunting task.

  • What criteria really matter?
  • How does it integrate into my workflow?
  • Is the quality of the generation good?
  • How secure is it?

This guide aims to provide clarity and direction on these questions and help you choose an AI solution that not only fits your immediate needs but also ensures long-term success.

1. Understand Your Needs and Avoid Common Pitfalls

When selecting an AI tool for patent prosecution, defining your specific needs and avoiding common pitfalls is crucial.

Generative vs. Actual Time Savings: don’t get lost into fancy features

While some AI tools offer a broad array of features, it's essential to prioritize those that significantly reduce the time spent on tasks and streamline your workflow. Keep in mind that more complex products may necessitate additional time to operate effectively.

Additionally, assess whether the extra time needed to review and revise the output is genuinely beneficial. Consider the example of drawing generation a feature that initially seems indispensable.

However, in the context of patent applications, it doesn’t work unless it’s a pretty simple diagram flow.

While generating a drawing from a simple prompt can be intriguing, if the result is approximate and not patentable, it ultimately lacks value.

First Draft vs. Assistance: don’t get lost into magic

Some AI tools are specifically designed to assist with drafting initial patent applications, while others support the entire patent workflow. Although no AI service provider has yet achieved the capability to autonomously produce a complete, high-quality first draft, these tools excel at enhancing specific sections of a patent application.

It's important to regard these tools as personal assistants that augment your productivity and efficiency, rather than magical solutions capable of executing all tasks with a single click. Remember, ultimately, it is the practitioners who guides the process, not the other way around.

Specialized Tools vs. end-to-end Assistance: don’t get lost into too niche/narrow/fancy tools

Choosing the best-specialized tool for each step of your patent drafting workflow may seem optimal. However, an integrated, end-to-end AI assistant that supports the entire workflow offers significant advantages.

Using a single AI Copilot reduces the complexity of juggling multiple tools. It streamlines adoption and can be more cost-effective for your organization. Instead of switching between specialized tools, an AI Copilot assists across all stages of patent drafting, enhancing efficiency and consistency.

Example of how an end-to-end Copilot can support across the workflow

  1. Initial Preparation: The AI Copilot helps from the initial preparation to understand the most technical inventions, ensuring your draft is relevant.
  2. Draft the Claims: It supports drafting strong claims by providing structure and suggestions, boosting creativity, and allowing you to build on a solid foundation rather than starting from scratch.
  3. Draft the specification: It assists in generating a robust first draft that aligns with your strategy and style, saving time and reducing errors.
  4. Review and Iteration: Finally, it allows you to focus your time on iterating and reviewing to ensure there are no mistakes that could cause the rejection of the patent.

Having a single tool throughout the workflow ensures that all modifications are leveraged, maintaining coherence across the entire application. This consistency is critical in avoiding costly errors and ensuring a high-quality patent application.

By opting for an integrated AI Copilot, you enhance your ability to work faster, smarter, and more efficiently, making the entire patent drafting process more cohesive and less burdensome.

2. Framework to structure your way forward

End-to-End Selection Process

The selection process should be methodical and structured to ensure the best fit.

1. Defines your needs and objectives: Start by clearly defining what you expect from an AI patent copilot. Consider the specific challenges and tasks you face in patent creation and prosecution. Identify areas where an AI copilot can help you save time and enhance your workflow.

2. Information Gathering: Research available AI tools, focusing on those that align with your defined needs. Collect information from various sources, including industry reviews, webinars, testimonials, and expert opinions. Pay particular attention to how similar tools have been successfully implemented in similar firms.

3. Create a shortlist: Narrow down your options based on your initial research. Consider tools that best match your criteria in terms of capabilities and potential to enhance your practice.

4. Benchmarking: Evaluate the shortlisted tools against a set of defined criteria, such as performance, ease of integration, user interface, and cost. Do not hesitate to request a customized demo session based on your needs.

5. Make a Decision: Choose the tool that scores highest across your criteria, considering both immediate benefits and long-term potential.

6. Purchase: Implement the chosen tool, ensuring that all necessary systems and processes are adapted for its integration.

7. Adoption: A strong customer support is key to help you leverage the full capabilities of the tool. Promote widespread adoption within your practice can be also a good option to leverage the collaborative features of the solution.

8. Long-term Success: Long-term success hinges on genuine tool adoption within your firm, users' continuous training and upskilling in Generative AI, and the transformation of the firm's operating model.

Benchmark Your Shortlist

Benchmarking a solution can often be the most challenging aspect of the selection process. It's crucial to concentrate on the appropriate criteria to ensure you choose the most suitable solution. To achieve this, prioritize these key criteria:

1. Define Must Have and Nice to Have criteria

Establish must-have, nice-to-have, and prerequisites for any tool you consider. This helps in quickly eliminating options that do not meet essential features for your needs.

Security & Confidentiality Requirements

Ensuring the security and confidentiality of your data is paramount. Evaluate the provider's robustness in these areas to guarantee that your data remains private, safe, and secure.

One crucial aspect to investigate is how the provider handles data reuse for retraining and their monitoring practices. For example, Microsoft Azure offers monitoring exemptions to ensure no unauthorized access. Davinci, due to its long-term relationship with Microsoft, is currently the only AI service provider that can offer this monitoring exemption.

While keeping data private is straightforward, ensuring its safety requires asking additional questions, especially with AI, which often involves using cloud services. Key considerations include:

  • Data Location: where the data is stored and in which geographic regions the servers are located.
  • Data Encryption: Ensure the data is encrypted during transit and at rest.
  • Preventing Data Leakage: Understand how the provider prevents data leakage, especially between different clients.

It's easy for providers to make promises, but third-party audits and certifications are crucial to ensure they deliver on their claims. At Davinci, we hold the highest certifications to guarantee our standards.

Product Features

The functionality of an AI copilot tool is crucial for enhancing your patent drafting and prosecution process. The specific features you need will depend on your particular requirements and context.

While we cannot definitively state which features are must-haves for everyone, certain functionalities have already proven to significantly boost productivity for practitioners.

For example, the tool should efficiently:

  • Summarize and analyze prior art, and offer robust capabilities for comparing prior art with existing patents.
  • Provide intelligent suggestions and ideation support for drafting claims
  • Assist in creating detailed descriptions of embodiments and figures
  • Help review capabilities to check for errors and inconsistencies, thereby strengthening your applications.

While it’s not always easy to foresee what AI could do for you, we recommend that you discuss your specific use case and working methods with the provider and request a custom demo and then start a free trial to evaluate yourself the possibilities offered by AI.

Integration within the Ecosystem

The ease of integrating the AI tool into your existing workflow is crucial for smooth adoption. The tool should be user-friendly, minimizing the learning curve for your team. Also, it’s very important to select a solution that will integrate seamlessly with the tools you use every day like Microsoft Word.

Davinci's Copilot is available as a Word Add-In

2.2 Dimensions to apprehend actual efficiency

When selecting an AI patent copilot tool, it's essential to assess its efficiency. Here are key criteria to consider to ensure you choose a tool that enhances your workflow and productivity.

  • Quality of the Output: Assessing the quality of the AI tool’s output can be challenging and subjective. To objectively evaluate quality, choose a tool with robust review features. The tool should be able to automatically check for inconsistencies, errors, and areas that need improvement. This will be the only way for you to assess the quality of the output.
  • Factuality: Reliability is critical in an AI tool to prevent inaccuracies or "hallucinations." Look for AI Providers that have a strong background in AI development and validation. Also, your provider should be able to show evidence that they implement rigorous testing and validation of their models to maintain factuality.
  • Genuine Productivity Gain: An efficient AI tool should significantly enhance your productivity. Aim for a tool that saves at least 30% of your overall workflow time. To achieve this time saving the tool should handle the bulk of the tedious and repetitive tasks, allowing you to focus on your expertise and iteration.

3. Think about the Long-term Viability

Assess the stability and robustness of the tool provider, including their market position, customer support, and the clarity of their product development roadmap.

Using your confidential data in an AI tool is highly sensitive. It's crucial to select a provider that can guarantee robust support and long-term maintenance. Here are key aspects to consider when evaluating a provider:

  • Funding: Investigate the financial stability of the provider. Are they well-funded and backed by venture capital?
  • Employee Count: Avoid start-ups with very few employees, as they may lack the resources to support your needs. Opt for providers with a larger, more stable workforce.
  • Adoption Support: Assess the provider's capability to assist in driving adoption within your firm. Will they support you in managing the transition and convincing your team to embrace the new tool?

The people behind the tool are also crucial to its success. Understanding the capabilities and limitations of AI, and knowing how to use it effectively, is essential. For those new to AI, grasping how to prompt correctly can unlock the full potential of the technology. Relying on experienced professionals to guide this transition is key.

For example, at davinci, we offer several services to help you leverage AI effectively:

  • Custom Training: Whether you're a beginner or an advanced user, we provide tailored training to help you maximize the benefits of AI.
  • Prompt Libraries: We help you create custom prompt libraries or boilerplate libraries, enabling you to access your favorite features with a single click.
  • Usage Audits: Our audits identify areas for optimization and provide recommendations to enhance your usage of the tool.

Finally, if you’re considering a long-term commitment, it’s crucial to have visibility into the provider’s product development roadmap. A reliable provider will not only share their roadmap but also engage with you regularly to incorporate your feedback, ensuring the product evolves in line with your needs.

By focusing on these factors, you can choose a patent AI copilot provider that is not only reliable but also capable of supporting your evolving requirements.

3. Key Factors for Successful Implementation

Successfully integrating a new AI tool into your practice involves several crucial factors that can significantly influence the outcome. Understanding and effectively managing these key factors ensures not only a smoother implementation process but also long-term success and adaptation within your legal practice.

  • Gain the backing of a managing partner: Gaining the backing of your managing partner or senior attorneys is essential when adopting new AI technologies. Their support not only adds credibility to your initiative but also can facilitate access to necessary resources and help in navigating any internal resistance.
  • Appoint a dedicated project manager and identify power users:  Managing the integration of a new AI tool effectively can be a substantial part of your role. It’s beneficial to take charge of the project yourself or work closely with a designated project manager. Identifying colleagues who are also interested in leveraging AI can create a supportive group of power users who can share insights, troubleshoot issues, and help refine best practices as the tool is integrated.
  • Manage Workload: Be realistic about the personal and professional effort required for adopting a new AI tool. This involves planning how you'll balance the learning curve with your existing workload. It's crucial to set achievable goals for yourself to ensure a smooth transition without overburdening your daily responsibilities.
  • Incremental Implementation: Implementing AI tools incrementally can be particularly effective on a personal level. Start with small, manageable tasks that the AI can assist with, and gradually increase its role as you become more comfortable and confident in its capabilities. This step-by-step approach helps mitigate overwhelm and allows you to adjust to the new workflow efficiently.
  • Commitment to Change: Embrace a long-term commitment to integrating AI into your practice. This means continually learning about updates and new features, staying engaged with training opportunities, and remaining open to adjusting your workflows as needed. Persistence is key in overcoming the initial discomfort that often accompanies new technology adoption.
  • Partnership with Provider: Develop a relationship with your AI provider that goes beyond a typical customer-vendor dynamic. Engage with them as a strategic partner who is invested in your success as an attorney. Regular communication can help ensure that the tool evolves in ways that are beneficial to your specific needs, and you’ll likely gain additional insights that can enhance your practice.


Selecting the right patent copilot is crucial and can be daunting. We hope this guide has provided you with enough value to help you make the right choice.

To sum up, we invite you to understand your specific needs and shortlist the right provider that not only meets the must-have requirements but also will ensure the long-term success of the implementation.

If you do this correctly, we have no doubt that AI will transform and significantly enhance productivity, providing you with more comfort at work.

If you are already in the shortlist phase of your selection process, experience the benefits of davinci firsthand by requesting a free trial of our solution and discussing it with our team of experts.