Partner Insights

Reinventing IP Workflow Without Reinventing the Wheel

Why Understanding the Process Matters

Stephanie Curcio & Gabe Sukman (Co-founder and CEO, ClearstoneIP)

ClearstoneIP was founded by patent attorneys to pioneer the industry standard for digital freedom-to-operate management. The Clearstone FTO platform provides efficient workflows centered around critical collaboration between and among key stakeholders in the patent clearance process, including in-house counsel, R&D, business units, and outside counsel.

Smarter Automation Starts with Understanding Workflow

It’s no secret that the patent industry is ripe for automation, AI, and digital transformation. With data-heavy workflows, structured legal frameworks, and the need for precision, it’s an obvious target for digital disruption. And the market agrees - a recent survey found that 25% of all lawyers and 36% of those in larger firms believe that failing to invest in AI could negatively impact their careers, underscoring the growing demand for AI integration.

Many other industries have successfully embraced AI by automating repetitive tasks and enhancing decision making with machine learning. But IP is different. There are well-defined reasons behind workflows that aren’t always obvious to outsiders. Just as missing a rung on a ladder can lead to serious consequences, removing key steps in the IP process can create major risks.

The challenge, then, isn’t just automating tasks - it’s doing so in a way that aligns with how professionals actually work; simply “throwing AI at the problem” is not enough.

Technology Must Serve the Workflow, Not “Disrupt” It

In the patent industry, workflow is the backbone of decision making. From prior art searches and legal opinions to freedom-to-operate analyses, due diligence, and litigation strategy, each process follows a well-defined sequence of steps. These workflows aren’t arbitrary; they balance risk mitigation, thoroughness, and commercial strategy. The nuances may seem subtle, even trivial, but they exist for a reason. If you know, you know.

The goal of AI and automation in this space isn’t to reinvent the wheel. Rather, it’s about identifying focused opportunities where AI can provide genuine value - enhancing efficiency without disrupting the logic and structure that the entire patent system, and everyone within it, relies on. 

One of the biggest mistakes technology providers make is focusing too much on what’s under the hood and not enough on the user experience. A solution might be technically powerful, but if it doesn’t integrate seamlessly into existing workflows, or if it’s too cumbersome to learn and adopt, it won’t succeed. Square peg, round hole. Full stop.

And it’s not just about aesthetics. UX/UI design is so much more than “looking good” - it’s about feeling intuitive to end users. A well-designed interface should be seamless, frictionless, and aligned with established workflows. Without industry expertise in the design process, solutions tend to fall into two traps: either they are overly configurable, losing sight of cohesive strategy and best practices, or too limited, failing to account for subtle critical nuances in the patent process. The right balance is what makes a solution “feel right”. 

Expertise is a Prerequisite for Innovation

There’s an old saying: “If you asked people what they wanted before the invention of the car, they would have said a faster horse.” The same logic applies to AI in IP. To build something truly valuable, you have to understand not just what users ask for, but what they actually need.

This is where industry expertise is essential. Building software that’s truly valuable involves deep, working knowledge of how the end user thinks, works, and makes decisions. Simply “talking the talk” and dishing our jargon or buzz words on sales calls doesn’t cut it. The best solutions dig significantly deeper than surface-level pain points, they are derived from understanding the day-to-day challenges of the professionals they serve.

And it doesn’t stop there. Having the right conversations with clients and industry professionals - hearing them in the way they’re intending - matters. A lot. Product teams that deeply engage with their clients and the industry at large can develop solutions that enhance the way they work rather than forcing them into a new way of operating, which, let’s face it, lawyers are resistant to doing on the best of days. When experienced innovators join with practitioners ready to embrace technology, special things happen.

This sentiment is echoed by investor Michelle Moon in a recent blog post, where she argues that in a world of commoditized LLMs, domain expertise is the last true defensible edge. Startups that succeed in building sticky, valuable AI solutions are led by founders who’ve “lived the problem,” especially in sectors like legal. We couldn’t agree more.

Walking the Line Between Innovation and Risk

AI has undeniable advantages in patent intelligence, search, and workflow automation. However, it also comes with limitations and risks - especially in an industry as risk-averse as IP.

Patent professionals have to consider data from a multifaceted lens that hinge on legal determinations with real financial and strategic consequences. So, it’s paramount that the output is not just an “answer” - it has to provide context, explainability, and a level of confidence that aligns with professional expectations.

The key is understanding where AI can add value - and, importantly, where it can’t. AI cannot (and should not) replace human legal judgment, but it can analyze vast amounts of data, surface key insights faster, and assist professionals in navigating complex information with greater efficiency. The software vendors that thrive in this space are those that deeply understand both the technology and the industry, striking the right balance between automation, design, and professional control - the sweet spot.

The Future of AI in IP

The patent industry is evolving, and so are the demands on IP professionals, law firms, and corporate legal teams. Shipping arbitrary automation misses the mark. Clients want actionable insights in the form of context, strategic guidance, and efficiency without compromise.

This future, as we see it, requires a true partnership between domain expertise and AI innovation. The most impactful solutions will come not from pure technologists trying to disrupt the industry from the outside, but from those who truly understand both the nuances of IP workflows and the power of AI to enhance them. Moreover, the most successful solutions in IP will no doubt involve sophisticated AI - but that’s table stakes. To make a real impact, they must further empower professionals in the right way, empowering them to make faster, more informed, and more strategic decisions within the existing paradigm they operate.

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