Practice Area · Intellectual Property

AI intake and reception built for intellectual property firms

A founder with a cease-and-desist letter, an inventor with a disclosure they must not make public, a brand owner with a knockoff on a marketplace. Reflekt Legal answers each, captures the IP and the deadline, and routes to the right attorney.

The Problem

IP callers bring deadlines and disclosure risk

Office actions, opposition windows, and cease-and-desist response dates are fixed. Inventors also risk their own rights by describing an invention to the wrong listener. The first call has to be careful and structured.

Office actions and oppositions have hard dates

A trademark office action, an opposition period, or a patent response deadline is set by the office. A caller who reaches voicemail may lose days they cannot get back.

Inventors should not describe the invention on a first call

Public disclosure can affect patent rights. Intake needs to capture what kind of invention and where it stands without inviting the caller to explain how it works.

Infringement calls are urgent and emotional

A brand owner who found a counterfeit, or a business that just received a demand letter, wants an attorney now. The facts they have in that call, the listing, the letter, the date, are the ones the attorney needs.

Captured at Intake

What's captured on an IP intake call

The AI receptionist follows your firm's IP script, avoids inviting technical disclosure, and records what the attorney needs to open the matter.

The IP and its status

Whether the matter involves a trademark, copyright, patent, or trade secret; whether it is registered, pending, or unfiled; and the application or registration number if known.

The matter

Registration, clearance, an office action, a cease-and-desist sent or received, infringement, licensing, or a portfolio question.

Deadlines

Office action or opposition deadline, demand letter response date, product launch or publication date, or a marketplace takedown clock.

Owner and adverse parties

The owner of the IP, the caller if different, and the alleged infringer or the party who sent the demand, for the conflict check.

How It Works

How an IP firm's calls are handled

Inventors, brand owners, and existing clients each get the path your firm defines, with disclosure handled carefully.

Step 1

Answer every call, at every hour

Inventors, creators, and brand owners reach a professional answer at any hour, and the receptionist identifies whether the call is a new matter or an existing portfolio.

See After-Hours Answering

Step 2

Qualify the matter and capture the parties

The IP type, its status, the matter, and the deadline are captured in your order without asking the caller to explain the invention, and every party is recorded for the conflict check.

See AI Legal Intake

Step 3

Book the consultation

Matters with an office action or response date get the earliest consultation your firm allows; the rest are booked with the attorney for that IP type.

See Legal Appointment Scheduling

Step 4

Write the matter into your software

The intake lands in your case management system as a matter with structured fields, and calls on existing portfolios are summarized into them.

See Call Summaries & CRM Sync

More Practice Areas

The same intake discipline for every kind of matter

Each practice area has its own qualification questions, deadlines, and routing. Reflekt Legal follows a script built for each one.

Bankruptcy

Answer people in financial distress at the hour they call, capture debts, income, and the garnishment or foreclosure date driving the urgency, and book the consultation before they call the next firm.

See Bankruptcy

Real Estate

Answer buyers, sellers, agents, lenders, landlords, and tenants, capture the property, the transaction stage, and the closing or court date, and route each call to the attorney or paralegal on the file.

See Real Estate

Business Law

Answer founders and business owners about formation, contracts, disputes, and compliance, capture the entity, the counterparty, and the deadline, and route existing clients to the attorney who knows them.

See Business Law

Civil Litigation

Answer plaintiffs and defendants in contract, property, and business disputes, capture whether a suit has been filed or served and the response date, and route calls on open cases to the trial team.

See Civil Litigation

Elder Law

Answer adult children and caregivers calling about a parent, capture the care situation, existing documents, and the discharge or admission date driving urgency, and book the family consultation.

See Elder Law

Administrative Law

Answer professionals facing a licensing board, businesses facing an agency action, and applicants appealing a denial, capture the agency, the notice, and the appeal deadline, and book the consultation in time.

See Administrative Law

General Practice

Answer every kind of caller a general practice gets, sort each one into the right practice area with the right questions, and route to the attorney who handles that work.

See General Practice

Looking for another practice? See every practice area Reflekt Legal supports.

Intellectual Property reception and intake questions, answered

Will it let an inventor describe the invention?

Your script controls this. The default for patent matters is to capture the field of the invention, its development stage, and whether anything has been disclosed or sold, and to steer the caller away from explaining how it works until they speak with an attorney.

Can it handle a business that just received a cease-and-desist letter?

Yes. It captures who sent the letter, what it claims, the response date, and the IP at issue, flags the matter as time-sensitive under the rule your firm sets, and books the earliest consultation or transfers live if the firm wants that.

Does it run a conflict check?

It captures every party named on the call and screens them against the rules your firm sets, so a potential conflict is flagged before the consultation is booked. The attorney makes the final call; the receptionist makes sure the names are there to check.

Which case management systems does it write into?

Reflekt Legal syncs with Clio, Filevine, Litify, MyCase, Lawcus, Lead Docket, and the other systems listed on the integrations page. Intake answers and call summaries land in the matter as structured fields rather than a voicemail or an email to re-key.

Looking at the bigger picture? See every practice area Reflekt Legal supports.

Every inventor and brand owner answered. Every deadline captured.

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