Release Notes

Public product updates are grouped by release week and loaded in batches as you scroll.

Release Week

Versions Released: 3.1.6

Week Of:

  • Added a Market Intelligence export action with selectable CSV columns, grouped export options, and clearer download feedback.
  • Added disclosure web-search options at the organization and disclosure levels, with searched sources appended to existing disclosure source lists.
  • Added discussion controls for selecting law-firm paralegals while keeping email notifications opt-in for those recipients.
  • Improved Portfolio bulk actions so users can select all filtered results, manually exclude individual rows, and run exports, deletes, or rescoring on the intended filtered set.
  • Updated Portfolio headline metrics from total cases to active cases and made the default Portfolio view focus on active patent assets.
  • Added patent figure rotation controls so users can rotate figures clockwise or counterclockwise during review without changing saved patent images.
  • Improved product architecture generation so generated components are deduplicated and can carry related product documents, ideas, and disclosures.
  • Improved portfolio patent matching for synced records with variant application-number formats, including PCT identifiers and expired patent status handling.
  • Improved document discovery guardrails so product document results stay aligned with the intended competitor or product context.
  • Improved claim parsing consistency for patent-chart workflows while preserving original claim text when automated parsing cannot safely reconstruct it.

Release Week

Versions Released: 3.1.5

Week Of:

  • Added configurable minimum response requirements for disclosure forms, with inline messages that show when a response needs more detail.
  • Improved Portfolio custom columns backed by organization tag groups so large choice sets load more cleanly in high-volume portfolios.
  • Improved Patent Committee workflows with clearer voting interactions, more consistent vote counts, better committee visibility, and cleaner edit-page layout.
  • Added organization settings for default law-firm support contacts in drafting approval workflows.
  • Added support for manual prior-art URL selections in archive-backed prior-art review workflows.
  • Improved Portfolio tables by shortening long column titles in dense views while preserving the full context where users edit columns.
  • Added search and filtering to infringement analyses, including jurisdiction-based filtering for narrower review sets.
  • Added Portfolio visibility for assets that expired since a user's last visit, plus an expired-assets metric filter for portfolio review.
  • Extended validation windows for disclosure and chart background work so longer-running analysis can finish more reliably before showing a failed state.

Release Week

Versions Released: 3.1.1, 3.1.2, 3.1.3, 3.1.4

Week Of:

  • Added background prior-art PDF ZIP exports with progress updates and a stable download flow for larger export requests.
  • Expanded Portfolio filtering and search with score ranges, disclosure identifier search, clearer removable filter badges, and selected-asset rescoring.
  • Added Portfolio attachment search and attachment-count sorting so assets can be found and organized by their uploaded files.
  • Improved large Portfolio and Market Intelligence views with faster loading behavior for high-volume tables.
  • Added staged document discovery progress with clearer upload, processing, completion, partial-failure, and recovery states.
  • Added disclosure list search and sorting by client disclosure identifiers.
  • Added tag-group-backed custom disclosure form fields so organizations can present structured choices on disclosure forms.
  • Made integration-managed portfolio fields read-only and clarified externally synced record handling so users can see which data is controlled by connected systems.
  • Preserved explicit disclosure manager and counsel selections when later automated assignment steps run.
  • Improved exports and charts with human-friendly score labels in CSV downloads and controls for removing infringement charts.

Release Week

Versions Released: 3.0.2, 3.1.0

Week Of:

  • Added disclosure list badges and detail panels for externally synced invention records, including related application context and clearer sync controls.
  • Added XLSX export for completed infringement overviews so claim, product, score, and evidence summaries can be reviewed offline.
  • Improved infringement overview completion handling so finished, partial, and no-evidence analyses display final states more consistently.
  • Made independent claims easier to identify in infringement overviews and clarified infringement summary labeling on chart cards.
  • Made disclosure merges more responsive with background finalization, duplicate-submit safeguards, and visible finalization status.
  • Improved Portfolio infinite scrolling so large portfolio tables load newly added rows more efficiently while preserving row selection.
  • Enabled automatic portfolio case creation from disclosures by default so new disclosure work flows into portfolio review more consistently.
  • Added manual controls for product-to-asset and competitor relationships, with synced results preserving user-managed additions and removals.
  • Improved patent PDF downloads by showing download availability more consistently when a stored PDF link is not present.
  • Polished Market Intelligence and Trademark interactions, including clearer finding-product badges and smoother attachment navigation.

Release Week

Versions Released: 3.0.0

Week Of:

  • Expanded Discover Ideas with dedicated documents, references, and family views to make idea review more complete in one place.
  • Updated disclosure indexes so filed disclosures are visually separated from active work during review.
  • Expanded trademark workflows with creation, editing, image previews, save-and-add-another, and stronger portfolio sorting and filtering.
  • Added customizable portfolio views with editable columns, pinned columns, custom columns, and preserved scroll position while navigating.
  • Improved infringement search with live progress updates, clearer step-by-step rendering, better partial completion handling, and additional result coverage.
  • Expanded patent review tools with share and export actions, figure reference links, side-by-side figure viewing, and a more polished overview and docket experience.
  • Added docket deadline workflow support to make patent follow-up work easier to manage from the patent detail experience.
  • Refined analysis and charting views with scoring filters, art chart type tags, updated tooltips, and saved default Landscape view settings on first load.

Release Week

Versions Released: 2.1.9, 2.1.10, 2.1.11, 2.1.12

Week Of:

  • Expanded infringement chart access for beta users.
  • Improved idea-generated disclosure analysis so disclosure work stays scoped to the originating idea.
  • Restored disclosure-backed art chart content behavior for more consistent review results.
  • Added rerun support that regenerates disclosure analysis outputs when teams retry disclosure workflows.
  • Updated disclosure notes so previous notes remain visible during review with the intended access controls.
  • Improved in-page actions across notes, reminders, monitoring, and organization management for more reliable updates.

Release Week

Versions Released: 2.1.5, 2.1.6, 2.1.7, 2.1.8

Week Of:

  • Redesigned the patent detail page with a clearer layout for review and navigation.
  • Added background portfolio exports with progress feedback and downloadable CSV results.
  • Expanded Market Intelligence with news visibility controls, clearer loading states, and updated infringement table layouts.
  • Improved Discover Ideas with a tag summary panel, updated idea card actions, and richer footer metadata.
  • Added markdown file upload support for teams that work from drafted text documents.
  • Expanded research coverage with non-patent web search and archived snapshots for product documents.
  • Improved organization and integration settings with new management screens and more reliable admin actions.
  • Updated analytics and claim review screens with clearer score badges, hover behavior, and fullscreen layouts.

Release Week

Versions Released: 2.1.2, 2.1.3, 2.1.4

Week Of:

  • Added saved portfolio views so teams can reuse common filter and table setups.
  • Added a standalone patent infringement search flow for faster comparison review.
  • Expanded Market Intelligence to surface hidden products during research workflows.
  • Improved Discover Ideas with scope charts, richer filters, clearer search actions, and visible processing status.
  • Added attachment support to eligibility analysis so uploaded materials can be included in review.
  • Updated product research so news items can be managed as product documents.
  • Expanded prior-art management on disclosure-backed charts for users with disclosure access.
  • Refined infringement review with clearer table interactions, alignment, and disclosure score visuals.

Release Week

Versions Released: 2.1.1

Week Of:

  • Added pinned portfolio columns so key fields stay visible while scrolling across wide tables.
  • Added editing and deletion for custom portfolio columns, with clearer validation for reserved names.
  • Marked AI-generated tags more clearly across portfolio and disclosure workflows.
  • Expanded image analysis for webpage-based research sources.
  • Improved documents and ideas index pages so cards, links, and primary actions work more reliably.
  • Updated market intelligence views with smoother loading behavior and clearer hover states.
  • Added an optional prior-art cutoff date to disclosures for teams that need time-bounded source review.
  • Improved portfolio imports and table behavior with more reliable optional inventor handling and CSV value round-tripping.

Release Week

Versions Released: 2.0.7, 2.1.0

Week Of:

  • Added portfolio custom columns so teams can create their own fields and sort assets using visible custom values.
  • Improved portfolio scoring with AI confidence summaries alongside portfolio asset analysis.
  • Expanded document parsing to handle larger files more reliably.
  • Updated market segment setup with a clearer configuration flow and easier competitor management.
  • Improved disclosure files and notes permissions with clearer visibility controls.
  • Reused the source document upload flow for a more consistent document management experience.
  • Improved disclosure review with internal counsel details on cards and more reliable sharing and assignment behavior.
  • Improved portfolio and disclosure data handling so imported values, source chronology dates, and document labels stay more consistent.

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