Patent agents & IP attorneys
Review cleaner intake before the first conversation. Structured exports may reduce repetitive back-and-forth on basic organization.
Integrations & exports
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
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.
Search prep
Inventors are guided to start with Google Patents, then save possible similar references for expert review.
Who this is for
Review cleaner intake before the first conversation. Structured exports may reduce repetitive back-and-forth on basic organization.
Receive clearer referral materials, readiness snapshots, and inventor-prepared questions before clinic review.
Help founders and student inventors show up prepared before PTRC, clinic, or mentor referrals.
Use tracked pilot links and readiness metrics to measure whether preparation support is working.
What inventors bring you
Export for Attorney
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.
The existing high-quality handoff PDF — unchanged. Includes idea summary, readiness snapshot, timeline, materials, similar-reference prep, expert questions, and disclaimers.
Machine-readable attorney export matching the schema below. UTF-8, pretty-printed. All fields derive from inventor intake and saved workspace data.
Two-column field/value export for quick spreadsheet review. Includes flattened timeline, prior art, gaps, and JSON-encoded inventorship_split.
JSON schema
All fields are derived from inventor intake and saved workspace data. Values are user-provided unless noted.
| Field | Type | Description |
|---|---|---|
| disclaimer | object | Full disclaimer at top: paragraphs (DISCLAIMER text), short, and attorney_export_notice. |
| packet_id | string | Unique project identifier. |
| created_at | ISO 8601 date | When the packet was first created. |
| readiness_score | number (0–100) | Completeness score from intake, materials, timeline, and reference prep — not legal merit. |
| inventor.name | string | Inventor name if provided (often empty until collected). |
| inventor.email | string | Inventor email if provided (often empty). |
| inventor.entity | string | Location or entity context from intake. |
| inventor.inventorship_split | array | Ownership prep: role, involvement type, help types, notes. |
| invention.title | string | Short idea label from intake. |
| invention.summary | string | Plain-language idea summary from the readiness profile. |
| invention.problem_solved | string | User-described problem statement. |
| invention.how_it_works | string | User-described workflow or mechanism. |
| invention.key_components | string[] | Parsed main parts / components. |
| invention.differences | string[] | User-described differences and gap-map notes. |
| timeline.conception_date | date | null | From development timeline (idea started or first written/sketched). |
| timeline.reduction_to_practice | date | null | From development timeline (first prototype built). |
| timeline.public_disclosures | array | User-reported dates and sharing-channel events. |
| prior_art.user_notes | string | Concatenated notes from saved similar references. |
| prior_art.suggested_search_terms | string[] | Keywords and suggested queries from search prep. |
| prior_art.cpc_suggestions | string[] | Keyword-derived CPC areas for discussion — not legal conclusions. |
| materials.attachments | array | { name, url, type } — asset types plus saved reference URLs. |
| materials.prototype_status | string | Whether a prototype was reported. |
| gaps_and_questions | string[] | Missing info, optional gaps, and expert questions. |
| recommended_resources | string[] | Suggested resource category labels. |
| export_metadata.exported_for | string | Attorney email or firm entered at export time. |
| export_metadata.exported_at | ISO 8601 date | When the export was generated. |
| invention.brand_name | string (optional) | User-provided product or brand name, when available. |
| search_readiness | object (optional) | Inventor's own search-prep answers: key features, search terms, industries, sources searched, and references found. |
| disclosure_events | array (optional) | User-recorded sharing events: kind, approximate date, where, who, what, NDA status, and key-feature inclusion. |
| readiness_score_breakdown | array (optional) | Organization score components (core prep, materials, timeline and reference bonuses) — not legal merit. |
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
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
Optional two-column CSV for spreadsheet review. First row is the header field,value.
What this does not do
Trust & data handling
Rhode Island pilot
Now seeking Rhode Island pilot partners — innovation hubs, universities, clinics, IP professionals, and entrepreneur support organizations.
Institutional pilot workflow
How clinics, universities, innovation hubs, and professionals use SmartProBonoIP in v1.0 pilots.