Four building blocks for automating your firm.
Introduce the building blocks gradually to increase your level of automation.
Sympatent Automation Suite
All building blocks can be combined with all core features, such as form letters and invoicing, as well as all integrations, including renewal service providers, the Sympatent API and the MCP server.
A blueprint for your firm’s workflows
Blueprints
Accelerate recurring tasks
Handle recurring processes with partial or full automation. Much like macros, Blueprints let you define step-by-step procedures that can be triggered manually or automatically. Blueprints are ideal for standardising your firm’s workflows, with a focus on routine tasks and processes typical of IP practices.
- Visual workflow builder
- Conditional branches
- Manual or automatic triggering
- Direct integration of form letters and other features
A recurring process should not depend on someone remembering every individual step each time. We have mapped our established workflows using Blueprints. We particularly appreciate that, despite the high level of automation, the final decision remains with our specialists.
A set of rules for your firm’s workflows
Directives
Rule-based defaults
Directives establish common rules for consistent handling of work across your firm. Set up automatic CC rules for individual clients, define communication preferences for foreign associates, specify settings for outgoing invoices and much more. Directives work in the background to apply your clients’ and your firm’s requirements automatically.
- Specific rules, for example by client or partner
- Foreign associate routing
- Automatic CC/BCC rules
- Systematic implementation of
special requirements
For us, effective automation must be a transparent standard for the firm, not a black box. What convinced us about Sympatent Directives was that the rules we define are not only applied consistently, but are also documented in a way that our staff can understand and verify.
Guidance through your firm’s workflows
Proposals
Intelligent next steps
Many processes in IP firms follow established patterns. Certain form letters, for example, are particularly relevant at specific stages of IP proceedings. Sympatent IPM proactively suggests what to do next, based on context and best practice. This intelligent guidance is especially helpful for new colleagues and helps ensure that nothing is overlooked.
- Contextual recommendations
- Consistent application of your firm’s standards
- Onboarding support for new colleagues
- Configurable Proposals
Fully automatic execution
Processes
Automated workflows, including background processing
Define triggers and conditions for fully automated Processes. When specified events occur – such as receipt of a particular official communication or entry of a patent’s grant date – automated Processes run without manual intervention. Optional conditional logic ensures that actions are performed only when needed or under specified circumstances.
- Event-based triggers
- Conditional execution
- Full automation across multiple stages
- An audit trail for every action
Benefits
Why automate with Sympatent?
Fewer manual steps
Automate routine tasks and reduce manual data entry across your firm’s workflows.
Consistent compliance
With predefined steps, the Automation Suite ensures that your firm’s policies and client requirements are applied consistently.
Always active
Automated Processes run around the clock, even when your team is offline.
Ready to automate your firm?
See the Sympatent Automation Suite in action and discover how it can transform your workflows.