In-house teams can use Juristat's application, firm, assignee, and USPTO data in various ways. Check out our webinar on best practices for in-house teams and five key ways you can use Juristat's web application most effectively below.


Key Uses for In-House Teams

1. Customize the table view to keep track of your pending prosecutions. 

In table view, use the assignee and status filters to limit your view to your company’s applications that are currently pending (i.e. not yet abandoned or allowed).  

In this table, you can specify what columns you’d like to include by clicking the “edit columns” button. Juristat has over 130 columns of information that can be included in this view.  

A sample list of fields that can be helpful for in-house teams to include is below: 

  • Application Number
  • Title
  • Firm at Disposition
  • Examiner
  • Examiner Allowance Rate
  • Examiner Allowance Rate with Interview
  • Examiner Allowance Rate without Interview
  • Num. Office Actions
  • Num. Interviews
  • Num. Amendments
  • Num. Requests for Continuation Examination (RCE)

You may want to save this search, or set it as a default view, in order to frequently come back to your organization’s pending applications to keep track of new developments.

In addition, if members of an in-house team have specific portfolios of applications to manage, you can customize the list of applications further by importing a custom list of applications in a .csv file. 

After uploading a list of applications, click the “save” button to save this set of applications and/or set this as a default view.

2. Sort the table to identify applications with high numbers of office actions, RCEs, amendments, etc. 

The table can be sorted by any of the numerical columns available. One of the most efficient ways to identify applications going through lengthy prosecutions is to sort by the number of office actions. Doing this can identify applications that may warrant a closer look as to their value versus the cost of continued prosecution or that may simply need a different strategy to succeed in front of the assigned examiner. 

For example, by sorting by the number of office actions and adding columns for the number of interviews and the examiner’s allowance rates with and without an interview, we can identify applications that may immediately benefit from simply responding to the next office action with an interview. 


3. Dig deeper into examiner analytics.

In the table view, adding the name of the examiner provides quick access to more detailed examiner analytics. Click the examiner’s name to pull up a report on that examiner. 

The examiner analytics can aid in determining the office action response most likely to lead to an allowance, whether prosecution should be continued after a given number of office actions, and how frequently the examiner has been overturned on appeal. 

Accessing examiner information can be helpful at the outset of a prosecution in order to set expectations as to the anticipated length and difficulty of the prosecution as well as after receiving an office action in order to review the type of response that has been most successful in front of that examiner. 

More information about all of the analytics and features of Examiner Reports is available here.

 
4.  Evaluate your outside counsel to select the best firm for each application.

Juristat’s Business Intelligence tool allows in-house teams to perform detailed evaluations of their outside counsel. 

By shifting outsourced prosecutions to the firms with higher allowance rates and lower average numbers of office actions, a company can maximize the chance of getting an allowance while minimizing the cost. 

In addition, the filter bank available in a Business Intelligence report allows in-house teams to identify firms that perform the best for applications in particular tech centers, art units, classes, or that elicit particular types of rejections. By applying such filters, in-house teams can make sure to route applications to the firms that perform the best in that specific technology area. 

By maximizing an application’s chance for allowance, a company can increase the expected value of its application portfolio as well as minimize costs by selecting firms that tend to get to allowances with fewer office actions.
  

5.  Complete your data with Private PAIR Integration.

Juristat’s table view provides detailed information on published applications; however, with Private PAIR integration, you can use the table view to keep track of unpublished applications as well. Private PAIR integration requires nothing more than sponsoring a Juristat email address in order to monitor all of your organization’s ongoing prosecutions. More information about Private PAIR is available through your client success representative or by contacting us at support@juristat.com.

  

Related Articles: Tutorial: Comparing Companies, Application Searching with Platform

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