Patlytics Features
Platform Additional Functionality (3)
Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Platform Content (3)
Automation
Automates some or all operation related tasks
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable legal document templates
Platform Basics (3)
Interoperability
Connects to external systems and applications as needed, specifically legal practice or legal case management software
Offline Editing
Allows users to edit documents offline and syncs changes when connected to wifi.
E-Signature
Integrates with or provides built-in e-signature functionality
Research (3)
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Search Types
Provides multiple ways to search patent databases. '
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Patent Database
Provides access to multiple patent databases.
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Semantic Search
Contains NLP-powered semantic search functionality to provide additional context to searches.
Analytics (3)
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Visualizations
Produces visualizations of patent and IP data.
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Thesarus
Allows users to create and use customizable thesaruses to aid them during the research process.
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Classification
Tags and organizes search results and IP data.
Collaboration (2)
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Profiles
Allows users to create configurable user profiles with specific permissions.
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Dashboards
Contains shareable dashboards to facilitate single-pane views of research projects.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Patent Research (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Legal Research (5)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Third-Party Analysis Integration
Utilize research services such as analysis, articles, reports and more provided by parties from outside your organizations
Agentic AI - Intellectual Property Management (8)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Forecasting
Form predictions based on past and present data/trends
Records Management
Ability to record, store, update, and retrieve information
Agentic AI - Legal Document Drafting (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (53)
Tax Law Research
Discover, analyse and compare current and/or historic legislation related to taxation for particular jurisdiction(s)
Data Aggregation and Publishing
Assemble data from multiple sources
Case Law Research
Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents
Data Visualization
Graphical representation of data
Statutes Research
Discover, analyse and compare current and/or historic legislation and regulation for specific jurisdictions
Self-Service Search
Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support
Search History
See a list of all previously conducted search requests and search results
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Query Suggestions
See options for potential search queries within the system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Brief Analytics
Collect data on the quality of legal documents to make recommendations for improvement
Case Alerts
Receive a notification when a case you are tracking is listed in court or new information about legislation is available
Annotations
Highlight content and/or make notations about parts of content
Change Tracking
Track changes in laws and regulations and compare previous legislation to current legislation
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Customizable Reports
Alter the layout and content of reports
Workflow Management
Create, design and manage workflows for repetitive tasks
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Patent Tracking
Manage the status of outstanding patent claims
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Purchase Order Management
Create, send, and track purchase orders and their statuses
IP Portfolio Management
The collection of IP rights in order to better protect them.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Prioritization
Arrange tasks based on the level of priority or urgency
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Electronic Payments
Electronically collect payments for goods or services
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Document Management
Store, manage, and track all electronic documents in a centralized location
Status Tracking
Track the status over time for a request, process, asset, or transaction
Contact Management
Manage, organize, and store contact information
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Document Storage
Store and organize documents in a centralized system
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Disclosure Management
Create, manage, and publish disclosure statements or reports.
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Data Storage Management
Manage and store data in a database
Categorization/Grouping
Organize and group data or items based on various criteria
Docket Management
Manage and maintain a detailed record of information and updates associated with each court case
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
API
Application programming interface that allows for integration with other systems/databases
Trademark Tracking
Manage the status of filed trademarks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Historical Reporting
Information, data and reports that are being tracked over time