How to Automate Anaqua AQX

Anaqua AQX automates the docket it already holds. IP Operations covers automated docketing, and the Annuities Decision Workspace puts cost and analytics on one screen so a person chooses whether to renew. Patent office registers, trademark oppositions and associate portals sit outside it, which is where an agent like WebRun reads.

An IP portfolio is only as accurate as its docket

Anaqua AQX is intellectual property management software, and the people in front of it are IP operations staff: docketing specialists, paralegals, counsel inside a corporate legal department, and the law firms that file on their behalf. Anaqua sells it in two shapes, AQX Corporate for in-house departments and a law firm edition for the practices they instruct.

What it holds is a portfolio. Every patent family, every trademark, the applications still in prosecution, the licences, the agreements, the costs, and against all of it the dates. A patent is not a document a company owns outright. It is a right that survives only while fees are paid and responses filed on time, in every country where it is registered.

That makes the docket unlike other business records. An overdue invoice is a problem. A missed response deadline can extinguish an asset the company spent a decade building, and nothing restores it afterwards.

Status arrives from sixty patent offices, one at a time

The work around a docket is not thinking about patents. It is checking on them.

Somebody signs into a national patent office portal to see whether the office action everyone is waiting on has issued yet. Somebody checks whether the response filed last Tuesday was actually received, or whether the clerk bounced it over a formatting rule. Somebody reads a foreign associate's email, in a slightly different format from the last one, and types the new date into the docket. Somebody watches an opposition window on a trademark register, because the register will not tell you when it opens or when a third party files against a mark.

Then the fee side. A national office changes its schedule and the figure nobody re-checked is now wrong. A renewal instruction was acknowledged, or is still sitting somewhere.

Every one of those is a login, a search field and a person copying a date.

The anaqua.com homepage, the app these three jobs run in. Anaqua AQX
Registers read before the summary arrives Each live application checked on the patent office's own system, so an action that issued on Monday is on the docket on Monday.
Filings followed to their outcome Whether a submission was accepted or bounced by the office, raised the same day, because a rejected filing is not a filing.
Two records of the same date, compared What the register shows set beside what the docket shows, weekly, while a disagreement is still a question rather than a lost right.

Automated docketing starts from mail that already landed

AQX is a serious system and it does a great deal of this already.

IP Operations covers automated docketing, built around the volume of email and documents an IP department actually receives. Portfolio Management classifies and organises the assets. Patent Management and Trademark Management run their respective lifecycles, with clearance and infringement tracking on the trademark side. Innovation Management brings invention disclosure into one place before an application exists. The Annuities Decision Workspace puts internal data, the licence position, active conflicts and AI-generated patent summaries on one screen, so a person deciding whether to renew or lapse sees the twenty-year cost, and Anaqua runs the payment as a service once that decision is made. Reporting and Analytics sits over the whole portfolio.

Read the list and the pattern is the one every system of record has. All of it begins with something already inside AQX, or with a document that arrived by email.

The registers themselves are outside. Dozens of patent and trademark offices each publish to their own website, on their own timetable, to whoever signs in and looks.

The register knows before the associate does

The register updates overnight and notifies nobody. It is read every morning instead, before the office opens.

Each live application checked on the office's own system, so an action that issued on Monday is on the docketing specialist's list on Monday rather than the day the associate's summary arrives. Filings followed to their outcome, so a rejected submission is raised the same day, because a rejected filing is not a filing and the clock did not stop for it. Trademark registers watched for oppositions, and for third-party marks close enough to yours to matter, while the window is still open.

The slower ones count just as much. Assignment recordation confirmed on the register rather than assumed. Published fee schedules re-read against what the budget assumed, so a change in one country is a line item and not a surprise. Status on a foreign associate's own portal set beside what the docket says, weekly, while a disagreement is still a question.

The boundary here is drawn by law rather than preference. Looking things up and comparing them can run unattended. Deciding, instructing, paying and filing stay with the people who answer for them.

A date gets verified, a renewal still gets authorised

Nothing above involves filing anything or paying anything, and that separation is the point. Verifying a date against the office that set it is clerical work. Acting on it is a professional judgement with a legal right attached.

WebRun is an agent that works a real Chrome browser, signed in as you. It opens the patent office, the trademark register, the associate's portal or the published fee schedule, reads what is on the screen, and brings back the comparison: what issued, what was rejected, what disagrees with the docket.

It never files, never instructs and never pays a renewal or annuity fee. Those are your decisions and your signature. It runs on your schedule in your own private environment, restricted to the sites you allow.

The workflows below are already built, and each one names what it opens.

Questions people ask

Will it pay an annuity or file a response for us?

No, and that is a hard line rather than a setting. It reads what a register or a portal shows and tells you where that disagrees with your docket. Every instruction, filing and fee payment stays with the docketing professional or attorney who is answerable for it.

Our docketing is already automated in AQX. What is left?

The part that arrives from outside. Automated docketing works on mail and documents that have reached you. It does not sign into a national patent office and look, so the gap between something issuing on a register and somebody telling you about it stays open until a person checks.

Can we trust a date it reads off a register?

Treat it as a prompt to look, not as the docket. It reports what a screen showed and when it read it, so the value is catching a disagreement early. The authoritative date is still the one your team verifies and enters.

12 ready-made Anaqua AQX workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated IP Service Quote Follow-Up Drafts
Three days after a quote goes out with no reply, WebRun drafts a polite follow-up email for attorney review, so no prospect slips away due to silence.
Anaqua AQXGmailStripe
Automated Overdue Invoice Chasing for IP Firms
Every Monday WebRun finds overdue client invoices in QuickBooks, drafts a polite payment reminder per client for attorney review, and posts an internal Slack summary of outstanding balances.
QuickBooksAnaqua AQXSlack
Automated Office Action Deadline Alerts for IP Firms
WebRun scans Anaqua AQX daily for office action response deadlines approaching within 30 days and sends each responsible attorney a Telegram alert with the matter details and days remaining.
Anaqua AQXTelegramGoogle Calendar
Automated Invention Disclosure Intake and Routing
When a new invention disclosure lands in your inbox, WebRun reads the technology area, looks up the right attorney in Anaqua, and routes the matter with a Slack alert so nothing sits unassigned.
Anaqua AQXGmailSlack
Automated IP Docket Exception Alerts
WebRun monitors Anaqua AQX for overdue docket actions, unacknowledged office actions, and stalled matters, then sends an immediate Slack alert to the managing partner so exceptions are never discovered too late.
Anaqua AQXSlackTwilio
Automated Patent Filing Status Updates for Clients
Every Friday WebRun pulls the latest status of each client's active patent filings from Anaqua AQX and drafts a clear, on-brand status update email for attorney review before it reaches the client.
Anaqua AQXGmailGoogle Sheets
Automated IP Document Collection Chaser
WebRun scans Anaqua AQX for matters awaiting signed declarations, assignments, or inventor forms, then drafts a chaser email per client for attorney review so document gaps close before they delay a filing.
Anaqua AQXDocuSignGmail
Automated Patent Docket Deadline Digest
Every morning WebRun opens Anaqua AQX, reads deadlines falling due in the next 14 days, and posts a ranked digest to your team Slack channel so critical dates are never missed.
Anaqua AQXSlackGoogle Sheets
Automated IP Client Onboarding and Matter Setup
When a new client engagement is confirmed, WebRun creates the matter record in Anaqua AQX, sends a DocuSign engagement letter for signature, and posts an onboarding checklist to Slack for the responsible attorney.
Anaqua AQXDocuSignSlack
Automated IP Services Agreement Renewal Reminders
WebRun tracks client services agreements stored in Anaqua and DocuSign, drafts renewal reminder emails for the responsible partner 60 days before expiry, and logs each renewal in Google Calendar.
Anaqua AQXDocuSignGoogle Calendar
Automated Patent Compliance Deadline Tracking
WebRun checks Anaqua AQX daily for PCT chapter II deadlines, national phase entry dates, and other statutory compliance windows, then posts a ranked tracker to Slack and updates a Google Sheet.
Anaqua AQXSlackGoogle Sheets
Automated Patent Annuity Payment Reminders
WebRun checks Anaqua for patent annuities due in the next 30 days, drafts a reminder email for each client, and queues them for attorney review before anything is sent.
Anaqua AQXGmailQuickBooks

Want one of these running on your own Anaqua AQX?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.