CX · Customer experience
The moments clients feel.
The moments a patent attorney client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Legal
What should stay human at a patent attorney, what an agent can take on, and the roles that make it run.
CX · Customer experience
The moments a patent attorney client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
SX · Staff experience
Less admin for the people who work at a patent attorney, so they can stay present in the work that needs them.
BX · Business experience
Leads, bookings and the numbers behind a patent attorney. Agents can surface the gaps; the owner still decides.
The people a patent attorney usually employs. Each card is written for this business, then links out to the full role page.
Role
Advises clients on patentability, drafts patent applications, responds to office actions, and manages filing strategy across jurisdictions.
Role
Prepares filing documents, tracks deadlines, manages correspondence, and organises patent records, forms, and supporting materials.
Role
Schedules meetings, formats legal documents, handles client communications, and maintains matter files and billing information.
Role
Coordinates office administration, supplier contracts, compliance tasks, and day to day support for legal staff and clients.
Role
Issues invoices, records trust and operating payments, reconciles accounts, and follows up outstanding client balances.
Specialists a patent attorney often brings in. These sit in the same roles database, with a short note written for this business.
Agency
Provides specialist support on litigation, foreign filings, or legal matters outside the firm's internal expertise.
Agency
Maintains secure systems, backups, user access, email security, and software support for confidential client records.
Freelancer
Writes website copy, service summaries, and thought leadership articles explaining patent services to prospective clients.
Agency
Supports tax reporting, payroll, annual accounts, and financial compliance for the legal practice.
If you would like someone to build these flows for a patent attorney, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Other business types in Legal.