Industry: LegalTech • Platform: AI Copilot powered by AIBase • Tech Stack: .NET 8, Azure, Semantic Kernel, Azure OpenAI • Timeline: 1 months
Patent and trademark attorneys spend a large part of their day on repetitive work — tracking deadlines, preparing renewals, answering client questions, updating reports.
Every missed renewal or filing date can lead to lost rights or even lawsuits.
Even with digital tools, most firms still rely on manual tracking and communication, which drains time and leaves room for error.
Our client wanted to test whether an AI-based assistant could take over these routine tasks — safely, accurately, and without risking client confidentiality.
We envisioned a Copilot for intellectual property law — a secure assistant that supports attorneys in the background.
It doesn’t replace legal judgment but helps with everything around it: scheduling, data organization, document handling, and client communication.
The goal:— free up time for strategic legal work— minimize missed deadlines— ensure every client file is always up-to-date
We built AI Patent Attorney — a smart, secure assistant that connects multiple everyday tasks into one smooth workflow.
Powered by AIBase, Managed Code’s modular architecture for AI copilots, it integrates with Azure OpenAI and Microsoft’s Semantic Kernel to understand natural language, process complex data, and execute structured actions.
Instead of juggling emails, spreadsheets, and legal systems, attorneys can now simply ask:
“Show me all trademarks due for renewal this month,”
“Draft a response for client A’s office action,”
“Check image similarity for this new trademark logo.”
The Copilot finds the data, prepares documents, sends reminders, and updates reports automatically — within one secure environment.
1. Automate deadlines and reminders
Tracks every filing, renewal, and court date, sends alerts, and updates calendars in real time.
2. Generate documents automatically
Uses templates and existing case data to prepare renewal papers or draft responses — ready for attorney review.
3. Simplify case management
All cases, documents, and contacts are stored in a structured, searchable system. Attorneys can find any file in seconds.
4. Handle standard client inquiries
Responds to frequent questions (status updates, meeting requests, filing details) instantly — freeing the attorney for real work.
5. Analyze trademarks and documents
Uses image and text recognition to spot potential conflicts or inconsistencies before submission.
6. Produce management reports
Automatically compiles visual summaries for partners and management — showing workload, success rates, and case timelines.
Under the hood, AI Patent Attorney is powered by:
Even non-technical users experience it simply as a clear interface and reliable assistant — but every action is backed by enterprise-grade architecture.
Legal work means sensitive data — so every step of the system is built with security in mind.
Attorneys can trust that client confidentiality is fully preserved while gaining the benefits of automation.
AI Patent Attorney proved that conversational AI can handle structured, high-precision legal processes, not just surface-level chat.
It showed how our AIBase architecture can bring order to complex, data-heavy workflows — while staying secure and explainable.
The same framework can now be adapted for other industries where accuracy, compliance, and timing are critical — from corporate operations to financial services.
Curious how AIBase could streamline your workflows?Let’s talk.
It took the Managed Code team five months to build the application, as initially planned. The app that Managed Code developed runs smoothly, is highly rated by users, and helps the client generate a steady profit. The team was highly communicative, and internal stakeholders were particularly impressed with Managed Code's expertise.
Their professionalism and commitment to delivering high-quality solutions made the collaboration highly successful.
Thanks to Managed Code's efforts, the AI assistant significantly improved the client's ability to serve new and existing clients, resulting in increased customer satisfaction and higher sales. The team was responsive, adaptable, and committed to excellence, ensuring a successful collaboration
We're impressed by their expertise and their client-focused work.
With an excellent workflow and transparent communication on Google Meet, email, and WhatsApp, Managed Code delivered just what the client wanted. They effortlessly focused on the client's needs by being client focused, as well.
