IP and patent firms

IP and patent firms automation templates

12 ready-made workflows for IP and patent firms. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Anaqua AQX, Slack and Gmail.

IP and patent firms
All categories
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

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