AI Orchestrated IP Practice Management

Reduce Administrative Burden. Focus on Higher-Value IP Work.

CadenceIP is an expertise-learning, AI-powered practice management platform for patent and trade mark professionals, helping teams streamline matter workflows, automate routine administration, and deliver higher-value work with greater speed, consistency and control.

cadenceip.com / matter / CIP26-0147
PCT/AU2025/070512 · CIP26-0147
Adjustable mounting bracket for rooftop solar arrays
Next deadline: Article 19 — 16 Feb 2026
Application
App. No.
PCT/AU2025/070512
Filing date
14 Oct 2025
Priority appl.
AU 2024 905217
Priority date
16 Oct 2024
Deadlines
Article 19
16 Feb 2026
Article 34
16 Aug 2026
30-month
16 Apr 2027
Parties
JL
John Lennard
Applicant
Tasks
Report Written Opinion to applicant Due 24 Apr
W
Written-Opinion-Report.docx
Auto-saving
S

18 April 2026

SubjectIssuance of the Written Opinion
PCT ApplicationPCT/AU2025/070512
TitleAdjustable mounting bracket for rooftop solar arrays
Our RefCIP26-0147

Dear John,

We have now received the search and written opinion in respect of your PCT application no. PCT/AU2025/070512.

The examiner has conceded that claims 2, 5, 16–23 and 32 are novel over the cited art. However, all claims have been objected to as lacking inventive step in light of references D1 and D3.

Options for next steps include filing Article 19 claims amendments by 16 February 2026 or Filing a Demand for International Preliminary examination along with Article 34 claim amendments if necessary by the deadline of 16 August 2026.

Please confirm whether you wish us to proceed on this basis.

Yours sincerely,

Page 1 of 1 · 183 words 100%
AI Assistant Claude
Have we reported the Written Opinion to the client?
Not yet. We received the Written Opinion (written-opinion-2026-04-17.pdf) on 17 April 2026. The examiner conceded that claims 2, 5, 16–23 and 32 are novel, but found all claims obvious in light of D1 and D3.
I've reviewed the Written Opinion, the @reporting_written_opinion guidance, the matter fields, and the PCT knowledge base. I propose three actions:
Generate invoice
Reporting written opinion · A$480.00
Generate PDF reporting letter
Written-Opinion-Report.docx Edited
Send email to applicant
To John Lennard · attaching invoice + report
Done. Email sent to John Lennard with the invoice and report attached. Task marked complete.
Ask anything…

Embedded, context-aware AI with built-in tools to handle the admin for you — reading documents and emails, drafting correspondence, generating documents, raising invoices, completing tasks, and moving matters forward, all with your review before anything is sent or done.

AI assistance

AI that proposes. You who approve.

An AI assistant that already knows the matter — its documents, emails, deadlines, and parties — and that drafts work for you to review, never for you to clean up after.

Knows the matter
The AI has the documents, emails, file notes, fields, and parties for the matter you're looking at. Ask in plain English — no "let me give you context first".
Proposes, never just executes
AI can draft an email, propose a document, suggest a task, recommend a step change — but it never sends or files anything without your sign-off.
Self-learning knowledge base
Cadence quietly extracts substantive expertise from your correspondence and feeds it back into the AI. Future drafts reflect your firm's reasoning, not generic AI defaults.
Bring your own AI
Connect Claude, ChatGPT, or Gemini using your own account. No vendor lock-in, no surprises about which AI is reading your client data.

Self-learning knowledge base

Your firm's expertise, captured as you work

Cadence IP watches how your attorneys handle each matter type and quietly builds a knowledge base of the reasoning, language, and patterns your firm uses. Future drafts — and future AI suggestions — reflect your standards, not generic AI defaults.

· ·
New email PCT/AU2026/050214 · MID26-0231 TM 2,198,437 · MID26-0587 DES AU 202615432 · MID26-0815
Knowledge base — PCT applications Knowledge base — Madrid trade marks Knowledge base — Designs Auto-curated
Curator extracts substantive expertise from your correspondence in the background.

The knowledge base is built per matter type — patents, trademarks, designs, oppositions — so the AI's reasoning matches the practice area you're working in. Train it on outbound emails, inbound questions, generated documents, or any combination. Edit it whenever you like.

Practice management

Everything else your IP practice runs on

Beyond AI: the matter management, deadlines, documents, billing, and automations that keep your practice moving every day.

cadenceip.com / calendar
Cadence IP
April 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
30
31
1
2
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5
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File response · CIP26-0089
7
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14
Renewal — TM 2098112
15
16
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WO received — CIP26-0147
18
19
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Office action · CIP25-0420
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Report WO to applicant
25
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Convention deadline
30
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cadenceip.com / matter-type / pct / templates
Cadence IP
Document templates · PCT applications
Reporting Written Opinion docx
Article 19 Amendment docx
Article 34 Demand docx
National Phase Entry — AU docx
National Phase Entry — US docx
Renewal Reminder docx
Reporting-Written-Opinion-${matter.reference}.docx

${date}

Subject: Issuance of the Written Opinion

PCT Application: ${field.application_number}

Title: ${matter.title}

Our Ref: ${matter.reference}

Dear ${role.applicant.first_name},

We have now received the search and written opinion in respect of your PCT application no. ${field.application_number}

Variables auto-fill from matter data on generation. Output is converted to PDF.
cadenceip.com / matter / CIP26-0147 / invoice / new
Cadence IP
Matter
CIP26-0147
Adjustable mounting bracket for rooftop solar arrays
New invoice — INV-2026-0431
Payer: John Lennard (Applicant) · GST 10% · A$
Will sync to Xero
DescriptionQtyRateAmount
Reporting Written Opinion · Fixed fee1A$480.00A$480.00
Attorney time — review of WO
1.5h @ A$420/h · 17 Apr 2026
1.5A$420.00A$630.00
Disbursement: foreign agent fees
US$320 @ 1.52 + 2.5% spread
1A$498.56A$498.56
SubtotalA$1,608.56
GST (10%)A$160.86
TotalA$1,769.42
Account code
200 — Sales
Tracking — Practice area
PCT
Branding theme
Cadence IP — Standard
Tax type
GST on Income (10%)
cadenceip.com / matter-type / pct / automations / wo-received
Cadence IP
Matter type
WO received → notify and queue report
Last run: 17 Apr 2026 · Active
Enabled
1
Trigger
When document is uploaded with filename matching written-opinion-*.pdf
2
Conditions · all must match
Step isInternational phase
FieldjurisdictionisAU
3
Actions
Create task: Report WO to applicant
Due 7 days after trigger · assign to matter attorney
Ask AI to propose reporting actions
Uses guidance: @reporting_written_opinion
Needs approval

Comprehensive platform

Built for every aspect of IP management

Cadence IP brings the whole practice into one system. No more stitched-together tools, no more parallel directories, no more spreadsheets.

Calculated deadlines
Statutory deadlines that update themselves the moment a reference date changes — never manually maintained, never wrong.
Configurable matter types
Patents, trademarks, designs, oppositions — define the lifecycle, fields, parties, and rules that fit your practice.
Document generation
Generate from your existing Word templates. Variables fill in automatically; output as polished PDF.
Invoicing with FX disbursements
Time entries, fixed fees, and foreign-agent recharges with exchange-rate conversion handled.
Xero accounting sync
Invoices and bills push directly to Xero with the right codes, branding, and tracking categories.
Email + SMS in one timeline
Inbound and outbound email captured automatically. Two-way SMS in the same matter timeline.
Automation engine
Trigger work on step changes, document arrival, scheduled dates. Combine conditions however you need.
Approval gates
Mark sensitive automation actions as needing approval. Human review before anything goes out the door.
Live timer & time recording
One-click timer in the sidebar. Stop converts to a billable entry at the right hourly rate — no double-entry between time-tracking and billing.
Practice-wide calendar
Every task and deadline across every matter, in a single monthly view. One screen tells you what's due this week.
Custom fields per matter type
Application numbers, classifications, examiner names, filing dates — capture what your practice needs.
Saved data views
Build "open patents", "everything overdue", "renewals due this quarter". Save them, share by URL, export to CSV.
Embeddable intake forms
Capture new work directly from your website. Submissions land in an approval queue, not auto-created matters.
Unified contact library
Clients, inventors, attorneys, foreign agents. Roles defined per matter type so the right party fills the right slot.
Email signature builder
Professional signatures for every team member, displaying correctly in every email client.
Spotlight search
Press Cmd/Ctrl+K to search every matter, contact, task, and field value across the firm.
CSV import & migration
Move from your existing system with dry-run validation, background processing, and full audit history.
Dropbox folder sync
Matter folders created automatically with your firm's standard structure. Documents and emails sync over.

Pricing

Pricing that fits your firm

Start with a 7-day free trial. No credit card required. Move up or down as your firm grows.

Solo

Perfect for solo practitioners and small practices.

$49 /month

  • Up to 200 active matters
  • 1 user
  • Deadline tracking & calendar
  • Document generation
  • Email integration
  • CSV import & export
  • Intake forms
Start free trial

Professional

Most popular

For growing firms that need the full suite.

$99 /month

  • Unlimited matters
  • Up to 5 users
  • Everything in Solo, plus:
  • Workflow automations
  • Time recording & billing
  • Xero accounting integration
  • AI-powered features
  • Dropbox integration
Start free trial

Enterprise

For large firms and in-house IP departments.

Custom

  • Everything in Professional
  • Unlimited users
  • Dedicated onboarding
  • Data migration assistance
  • Custom integrations
Contact sales

Frequently asked questions

What types of IP does Cadence IP support?

Cadence IP supports patents, trademarks, designs, and any other IP type you need. Matter types are fully configurable — you define the steps, fields, roles, and automations that match your practice.

Can I import data from my current system?

Yes. Cadence IP includes a comprehensive CSV import covering contacts, matters, roles, field values, tasks, and file notes. A dry-run validation step ensures everything is correct before committing.

Which AI provider does Cadence IP use?

You choose. Plug in your own Anthropic Claude, OpenAI, or Google Gemini account using your own API key, and select the specific model you want to run. There's no vendor lock-in, no markup on AI usage, and no surprises about which provider is reading your client data — you control it.

How does the AI assistant work?

The AI works inside each matter with full context — documents, emails, file notes, fields, and parties. It can draft emails, propose documents, suggest tasks, and recommend step changes, but it never sends or files anything without your approval.

How does the automation engine work?

Define triggers (step changes, field updates, schedules, incoming email) and actions (create tasks, send emails, generate documents, update fields). Automations run automatically with optional approval queues for sensitive actions.

What accounting integrations are available?

Cadence IP integrates directly with Xero for invoice creation, branding themes, account codes, and tax types. Additional accounting integrations are planned.

Can I customise the fields for each matter type?

Absolutely. Each matter type can have its own custom fields (text, number, date, calculated date, list), steps with allowed transitions, roles, document templates, email templates, and automations.

How does the knowledge base work?

Cadence IP watches how your attorneys handle each matter type and quietly extracts substantive expertise from your correspondence. Future AI suggestions reflect your firm's reasoning, language, and standards. You can edit the knowledge base at any time.

Ready to modernise your IP practice?

Start with a 7-day free trial. No credit card. Move at your own pace.