SmartProBonoIP
FOR PROFESSIONALSPREPARATION ONLY

Integrations & exports

For IP Professionals & Partner Organizations

Pilot SmartProBonoIP as an IP readiness pre-intake layer. Inventors arrive with organized summaries, timelines, materials lists, similar-reference notes, and expert questions — preparation only, not legal advice.

Positioning

IP readiness before expert review


SmartProBonoIP helps inventors, founders, clinics, innovation hubs, and IP professionals organize invention summaries, timelines, materials, similar-reference notes, and expert questions before a patent professional or IP resource reviews the matter.

Preparation only. Not legal advice. Not patentability, clearance, or filing opinions. Does not create an attorney-client relationship.

Pilot SmartProBonoIP as an IP readiness pre-intake layer. Inventors arrive with organized summaries, timelines, materials lists, similar-reference notes, and expert questions — preparation only, not legal advice.

Who this is for

Built for professionals who review early-stage inventors


Sheet 01

Patent agents & IP attorneys

Review cleaner intake before the first conversation. Structured exports may reduce repetitive back-and-forth on basic organization.


Sheet 02

Law clinics & pro bono programs

Receive clearer referral materials, readiness snapshots, and inventor-prepared questions before clinic review.


Sheet 03

Innovation hubs & universities

Help founders and student inventors show up prepared before PTRC, clinic, or mentor referrals.


Sheet 04

Economic development & mentor networks

Use tracked pilot links and readiness metrics to measure whether preparation support is working.


What inventors bring you

Cleaner intake, not legal conclusions


  • Plain-language idea summaries organized before your review
  • Development timelines and public-disclosure notes (user-reported)
  • Materials checklists and prototype status flags
  • Similar-reference prep with suggested search terms
  • Suggested classification areas (e.g. B01D, A45F) as conversation starters only
  • Gap maps and inventor-prepared expert questions
  • Readiness score (0–100) based on packet completeness — not legal merit
  • PDF, JSON, and optional CSV export from completed packets

Export for Attorney

Structured handoff from completed packets

On any completed IP Readiness Packet, inventors can use Export for Attorney to download handoff files. The recipient email or firm name is recorded in export_metadata only — no automated delivery to third parties.


Sheet 01

PDF packet

The existing high-quality handoff PDF — unchanged. Includes idea summary, readiness snapshot, timeline, materials, similar-reference prep, expert questions, and disclaimers.


Sheet 02

Structured JSON

Machine-readable attorney export matching the schema below. UTF-8, pretty-printed. All fields derive from inventor intake and saved workspace data.


Sheet 03

CSV summary

Two-column field/value export for quick spreadsheet review. Includes flattened timeline, prior art, gaps, and JSON-encoded inventorship_split.


PDF packet
MIME: application/pdf
Filename: smartprobonoip-ip-readiness-packet-{packet_id}.pdf
Structured JSON
MIME: application/json
Filename: smartprobonoip-attorney-export-{packet_id}.json
CSV summary
MIME: text/csv
Filename: smartprobonoip-attorney-export-{packet_id}.csv

JSON schema

Attorney export field reference

All fields are derived from inventor intake and saved workspace data. Values are user-provided unless noted.


FieldTypeDescription
disclaimerobjectFull disclaimer at top: paragraphs (DISCLAIMER text), short, and attorney_export_notice.
packet_idstringUnique project identifier.
created_atISO 8601 dateWhen the packet was first created.
readiness_scorenumber (0–100)Completeness score from intake, materials, timeline, and reference prep — not legal merit.
inventor.namestringInventor name if provided (often empty until collected).
inventor.emailstringInventor email if provided (often empty).
inventor.entitystringLocation or entity context from intake.
inventor.inventorship_splitarrayOwnership prep: role, involvement type, help types, notes.
invention.titlestringShort idea label from intake.
invention.summarystringPlain-language idea summary from the readiness profile.
invention.problem_solvedstringUser-described problem statement.
invention.how_it_worksstringUser-described workflow or mechanism.
invention.key_componentsstring[]Parsed main parts / components.
invention.differencesstring[]User-described differences and gap-map notes.
timeline.conception_datedate | nullFrom development timeline (idea started or first written/sketched).
timeline.reduction_to_practicedate | nullFrom development timeline (first prototype built).
timeline.public_disclosuresarrayUser-reported dates and sharing-channel events.
prior_art.user_notesstringConcatenated notes from saved similar references.
prior_art.suggested_search_termsstring[]Keywords and suggested queries from search prep.
prior_art.cpc_suggestionsstring[]Keyword-derived CPC areas for discussion — not legal conclusions.
materials.attachmentsarray{ name, url, type } — asset types plus saved reference URLs.
materials.prototype_statusstringWhether a prototype was reported.
gaps_and_questionsstring[]Missing info, optional gaps, and expert questions.
recommended_resourcesstring[]Suggested resource category labels.
export_metadata.exported_forstringAttorney email or firm entered at export time.
export_metadata.exported_atISO 8601 dateWhen the export was generated.
invention.brand_namestring (optional)User-provided product or brand name, when available.
search_readinessobject (optional)Inventor's own search-prep answers: key features, search terms, industries, sources searched, and references found.
disclosure_eventsarray (optional)User-recorded sharing events: kind, approximate date, where, who, what, NDA status, and key-feature inclusion.
readiness_score_breakdownarray (optional)Organization score components (core prep, materials, timeline and reference bonuses) — not legal merit.
Important

Suggested classification areas

cpc_suggestions are keyword-derived starting points for expert conversation (e.g. HydroSeal portable filter → B01D filters, A45F outdoor gear). They are not classification opinions, patentability assessments, or filing recommendations.

Example export

Sample JSON — HydroSeal (fictional demo)

Generated from the public sample packet. Preparation help only — not legal advice.


{
  "disclaimer": {
    "paragraphs": [
      "SmartProBonoIP is an educational readiness and organization tool. It does not provide legal advice and is not a substitute for a licensed patent agent, patent attorney, or other qualified professional.",
      "Nothing here is a legal opinion or conclusion about whether your idea can be protected. Using SmartProBonoIP does not create an attorney-client relationship.",
      "The signals and suggestions below are starting points to help you prepare for a conversation with an expert. Always confirm next steps with a qualified professional, especially before any public disclosure or filing decision."
    ],
    "short": "Educational readiness tool only. Not legal advice and not a substitute for a qualified professional.",
    "attorney_export_notice": "This structured export is for preparation and organization only. It does not provide legal advice, patentability opinions, clearance opinions, or filing recommendations. CPC suggestions and readiness scores are starting points for expert conversation only."
  },
  "packet_id": "sample-packet",
  "created_at": "2026-06-01T12:00:00.000Z",
  "readiness_score": 78,
  "inventor": {
    "name": "",
    "email": "",
    "entity": "Denver, Colorado, USA",
    "inventorship_split": [
      {
        "role": "primary_inventor",
        "involvement": "No, just me",
        "help_types": [],
        "notes": ""
      }
    ]
  },
  "invention": {
    "title": "HydroSeal — a portable water-filtration bottle for hikers that filt…",
    "summary": "You described HydroSeal — a portable water-filtration bottle for hikers that filters water as you drink through a replaceable carbon-and-ceramic cartridge. It aims to address backcountry hikers often run out of clean water or carry heavy purification gear. HydroSeal lets them refill from streams safely without extra equipment. It is intended for outdoor enthusiasts, hikers, and campers who want lightweight gear on multi-day trips. It is described as a physical product / device.",
    "problem_solved": "Backcountry hikers often run out of clean water or carry heavy purification gear. HydroSeal lets them refill from streams safely without extra equipment.",
    "how_it_works": "Water enters through the mouthpiece, passes through a dual-layer filter (activated carbon + ceramic mesh), and flows out clean. The cartridge twists out for replacement after ~40 uses.",
    "key_components": [
      "BPA-free bottle body",
      "twist-lock filter cartridge",
      "one-way intake valve",
      "silicone mouthpiece cap",
      "and volume markers on the side."
    ],
    "differences": [
      "Unlike pump filters or UV pens, it filters inline while drinking — no stopping, no batteries, and the cartridge is compostable.",
      "Unlike pump filters or UV pens, it filters inline while drinking — no stopping, no batteries, and the cartridge is compostable."
    ],
    "brand_name": "HydroSeal"
  },
  "timeline": {
    "conception_date": null,
    "reduction_to_practice": null,
    "public_disclosures": [
      {
        "date": null,
        "description": "Sharing channel indicated: In a pitch or presentation"
      },
      {
        "date": null,
        "description": "Sharing channel indicated: On social media"
      },
      {
        "date": null,
        "description": "Your answers indicate this idea may already have been shared publicly. A professional may want to review when and how it was shared before any additional public disclosure or filing decision."
      }
    ]
  },
  "prior_art": {
    "user_notes": "",
    "suggested_search_terms": [
      "portable",
      "water-filtration",
      "bottle",
      "hikers",
      "filters",
      "water",
      "drink",
      "replaceable",
      "run",
      "out",
      "clean",
      "carry",
      "heavy",
      "purification",
      "enters",
      "mouthpiece",
      "passes",
      "dual-layer",
      "filter",
      "activated",
      "water bottle that filters while you drink",
      "inline carbon ceramic filter cartridge",
      "enters one-way intake valve inline carbon ceramic filter cartridge",
      "alternatives to lifestraw bottles",
      "outdoor gear inline dual-layer filtration while drinking",
      "outdoor hydration bottle water purification"
    ],
    "cpc_suggestions": [
      "B01D",
      "F16H"
    ]
  },
  "materials": {
    "attachments": [
      {
        "name": "drawings",
        "url": "",
        "type": "drawings"
      },
      {
        "name": "photos",
        "url": "",
        "type": "photos"
      },
      {
        "name": "diagrams",
        "url": "",
        "type": "diagrams"
      },
      {
        "name": "notes",
        "url": "",
        "type": "notes"
      }
    ],
    "prototype_status": "Prototype or working demonstration reported"
  },
  "gaps_and_questions": [
    "Development timeline",
    "Testing notes",
    "Customer feedback / pitch notes",
    "Flowcharts",
    "Public sharing details",
    "Similar references saved",
    "I broke my idea into these parts: BPA-free bottle body, twist-lock filter cartridge, one-way intake valve… — which details should I document more clearly before a patent conversation?",
    "I already use a name or logo — what should I check before investing further in branding?",
    "Who am I planning to share this with next, and what should I prepare before those conversations?",
    "I shared this idea publicly — how might timing affect what I should prepare or ask about next?",
    "I think my idea differs because: Unlike pump filters or UV pens, it filters inline while drinking — no s… — what similar products or references should I bring to discuss?",
    "Given the problem I'm solving (Backcountry hikers often run out of clean water…), what is the most useful next preparation step for me?"
  ],
  "recommended_resources": [
    "Education & self-guided learning",
    "Patent and Trademark Resource Center (PTRC)",
    "Patent Pro Bono Program",
    "Trademark search",
    "Business / accelerator support",
    "Law school IP clinic"
  ],
  "export_metadata": {
    "exported_for": "review@example-firm.com",
    "exported_at": "2026-07-18T21:16:06.139Z"
  },
  "search_readiness": {
    "key_features": "Inline dual-layer filtration while drinking, twist-lock replaceable cartridge, compostable cartridge material, no pumps or batteries.",
    "what_feels_new": "Filtering happens as you sip through the mouthpiece instead of stopping to pump or treat the water first.",
    "closest_products": "LifeStraw bottles, Grayl press bottles, Sawyer squeeze filters",
    "customer_search_terms": "water bottle that filters while you drink, hiking water filter bottle, replaceable cartridge filter bottle",
    "technical_search_terms": "inline carbon ceramic filter cartridge, twist lock filter housing, one-way intake valve bottle",
    "possible_industries": "outdoor gear, camping equipment, travel accessories, emergency preparedness",
    "materials_mechanisms_steps": "Water enters through a one-way intake valve, passes through activated carbon then ceramic mesh, and exits the silicone mouthpiece; the cartridge twists out after about 40 uses.",
    "sources_already_searched": [
      "google",
      "google_patents",
      "marketplaces"
    ],
    "similar_references_found": "Found several straw-style filters and press bottles; none used a twist-lock compostable cartridge with inline sipping."
  },
  "disclosure_events": [
    {
      "kind": "private",
      "approximate_date": "around January 2026",
      "where_shown": "A gear-tester meetup in Denver",
      "who_saw_it": "Three hiking friends who signed a simple confidentiality note",
      "what_was_shown": "The working prototype and the cartridge swap process",
      "nda_or_confidentiality": "yes",
      "included_key_features": "yes"
    },
    {
      "kind": "public",
      "approximate_date": "March 2026",
      "where_shown": "An outdoor startup pitch night and a social media post",
      "who_saw_it": "Public audience — attendees and followers",
      "what_was_shown": "A short demo of drinking through the bottle; the internal filter layers were not shown",
      "nda_or_confidentiality": "no",
      "included_key_features": "not_sure"
    }
  ],
  "readiness_score_breakdown": [
    {
      "label": "Core preparation details",
      "points": 65,
      "max": 65
    },
    {
      "label": "Supporting materials",
      "points": 13,
      "max": 35
    },
    {
      "label": "Timeline dates bonus",
      "points": 0,
      "max": 9
    },
    {
      "label": "Saved reference bonus",
      "points": 0,
      "max": 5
    }
  ]
}

CSV format

Flat field/value export

Optional two-column CSV for spreadsheet review. First row is the header field,value.


  • packet_id
  • created_at
  • readiness_score
  • inventor_name
  • inventor_email
  • inventor_entity
  • invention_title
  • invention_summary
  • problem_solved
  • how_it_works
  • key_components
  • differences
  • conception_date
  • reduction_to_practice
  • public_disclosures
  • prior_art_notes
  • suggested_search_terms
  • cpc_suggestions
  • prototype_status
  • attachments
  • gaps_and_questions
  • recommended_resources
  • exported_for
  • exported_at
  • inventorship_split
  • invention_brand_name
  • search_readiness
  • disclosure_events
  • readiness_score_breakdown

What this does not do

Important limits for professional reviewers


  • Provide legal advice or create an attorney-client relationship
  • Determine patentability, novelty, clearance, or infringement
  • Recommend whether to file or how to claim an invention
  • Replace patent agents, attorneys, clinics, or mentors
  • Automatically send exports to law firms without inventor action
  • Store or transmit highly confidential trade secrets securely

Trust & data handling

How exports and pilot data are handled


  • SmartProBonoIP is not a law firm
  • Exports are generated client-side at the inventor's request
  • Partner dashboard CSV excludes raw invention descriptions
  • Public marketing analytics do not receive invention text, emails, or recovery tokens
  • CPC suggestions and readiness scores are preparation aids only

Rhode Island pilot

Pilot SmartProBonoIP as a pre-intake layer

Now seeking Rhode Island pilot partners — innovation hubs, universities, clinics, IP professionals, and entrepreneur support organizations.


Institutional pilot workflow

How institutional pilots work in v1.0

How clinics, universities, innovation hubs, and professionals use SmartProBonoIP in v1.0 pilots.


  1. Share tracked pilot link. Partners distribute QR or URL links so completions can be measured without exposing invention text in analytics.
  2. Inventor builds readiness packet. Guided intake, timeline, materials, similar-reference prep, and expert questions — preparation only.
  3. Receive PDF or JSON handoff. Review organized summaries before the first live conversation. Request missing info using packet gaps.
  4. Track pilot outcomes. Dashboard shows completions, clarity lift, PDF downloads, recovery usage, feedback, and partner filters (demo mode labeled).

Important: this is not legal advice

SmartProBonoIP is an educational readiness and organization tool. It does not provide legal advice and is not a substitute for a licensed patent agent, patent attorney, or other qualified professional.

Nothing here is a legal opinion or conclusion about whether your idea can be protected. Using SmartProBonoIP does not create an attorney-client relationship.

The signals and suggestions below are starting points to help you prepare for a conversation with an expert. Always confirm next steps with a qualified professional, especially before any public disclosure or filing decision.