All templates

Automated Invention Disclosure Intake and Routing

When an invention disclosure email arrives, WebRun reads the technology field and inventor details, looks up the responsible attorney in Anaqua AQX, creates a new matter record, and posts a Slack alert to the assigned attorney so no disclosure goes unrouted.

Runs on WebRun · Strict Lockdown policy
Within minutes of each new disclosure email WebRunorchestrates each step
1 Gmail receive and parse the disclosure
2 Anaqua AQX create matter and assign attorney
3 Slack alert the assigned attorney
In short

How can I automatically route invention disclosures to the right patent attorney?

WebRun reads each incoming invention disclosure email, extracts the inventor and technology area, creates a draft matter record in Anaqua AQX under the correct practice group, and posts a Slack alert to the assigned attorney within minutes, so no disclosure sits unrouted or unacknowledged.

  • Every disclosure is docketed and assigned within minutes, not days
  • No matter falls through the cracks between email and Anaqua
  • Attorneys get a direct Slack link to the record the moment it is created

Built for IP law firms · patent prosecution teams · in-house IP counsel · patent docketing managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.anaqua.com/aqx-law-firm in a real browser with your saved login - no setup, no API keys.

  2. 1
    Gmail - receive and parse the disclosure
    gmail.com
    WebRun in Gmail: receive and parse the disclosure
    WebRun opens Gmail to receive and parse the disclosure.
    • Open the incoming invention disclosure email
    • Extract the inventor name, technology area, and filing deadline if stated
    • Confirm the email is a genuine disclosure and not a duplicate submission

    Done when Disclosure details are captured and ready for docketing.

  3. 2
    Anaqua AQX - create matter and assign attorney
    anaqua.com
    WebRun in Anaqua AQX: create matter and assign attorney
    WebRun opens Anaqua AQX to create matter and assign attorney.
    • Open Anaqua AQX and navigate to New Matter under the relevant client
    • Enter the inventor, technology area, and received date
    • Assign the matter to the attorney whose practice group covers this technology area
    • Save the draft record - do not submit to the USPTO or any external body

    Done when A draft matter record exists in Anaqua with the correct attorney assigned.

  4. 3
    Slack - alert the assigned attorney
    slack.com
    WebRun in Slack: alert the assigned attorney
    WebRun opens Slack to alert the assigned attorney.
    • Post a message to the assigned attorney's Slack channel with the matter number, inventor name, and technology area
    • Include a direct link to the new Anaqua matter record
    • Flag any stated deadline so the attorney can prioritise

    Done when The assigned attorney has a Slack alert with all details and a link to the matter.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.anaqua.com/aqx-law-firm
ScheduleRuns automatically on this cadence
Within minutes of each new disclosure email
DeliveryHow each run's result reaches you
Routing alert · Slack
OutputWhat each run produces - A routed Anaqua matter record plus a Slack alert to the assigned attorney, generated for every incoming disclosure.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it file anything with the USPTO automatically?

No. WebRun only creates a draft matter record inside Anaqua and routes it to the attorney. No application is filed or submitted to any patent office without a human reviewing and approving the record first.

How does it know which attorney to assign?

It reads the technology area from the disclosure email and matches it to the attorney whose practice group covers that field in Anaqua. You configure the mapping once during setup.

What if the disclosure is missing key information?

WebRun flags the incomplete fields in the Slack alert so the assigned attorney can chase the inventor for the missing details before docketing is finalised.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.