Templates

IP Portfolio Manager

Streamlines email management for Intellectual Property law firms by automating the processing of high-volume, repetitive IP-related communications.

Legal & Law Firms

What This Agent Does

Streamlines email management for Intellectual Property law firms by automating the processing of high-volume, repetitive IP-related communications.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: trademark, patent, copyright, infringement, licensing, prosecution, renewal OR from: @uspto.gov, @epo.org, clients@lawfirm.com

THEN DOES

Search knowledge base for relevant IP case files and deadlines. For trademark applications, forward to trademarks@lawfirm.com with client details and deadlines. For patent infringement notices, forward to litigation@lawfirm.com with high priority and client history. For renewal reminders, forward to renewals@lawfirm.com and send a calendar invite to responsible attorney. Add 'IP-management' label and star for priority communications. Mark non-urgent updates as read and archive.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.