---
title: "Build a freedom-to-operate claim chart"
url: "https://ailawframework.com/practice/intellectual-property-patents-trade-marks-copyright-designs/build-a-freedom-to-operate-claim-chart"
type: "task"
site: "AI Law Framework"
id: "A23-T1-R6"
practice_area: "Intellectual Property — Patents, Trade Marks, Copyright, Designs"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build a freedom-to-operate claim chart

> Extract each integer of the claims in the patent families the lawyer has named, then compare them in a table against the features of the client's product or process, citing every row to the engineering specification,…

Canonical page: https://ailawframework.com/practice/intellectual-property-patents-trade-marks-copyright-designs/build-a-freedom-to-operate-claim-chart  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Intellectual Property — Patents, Trade Marks, Copyright, Designs](https://ailawframework.com/practice/intellectual-property-patents-trade-marks-copyright-designs.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | Extract each integer of the claims in the patent families the lawyer has named, then compare them in a table against the features of the client's product or process, citing every row to the engineering specification, the drawings or the bill of materials, and list the integers on which the client's own material is silent. The tool writes no part of the freedom-to-operate advice — no draft, no suggested wording, no view on whether an integer is taken — and the lawyer construes the claims on the Australian purposive approach, makes the element-by-element call on each row, then settles the opinion. |
| What the lawyer must review | Construe each integer yourself against the specification and the prosecution history, and confirm the chart is built on the claims as granted and in force in the jurisdictions the client will make and sell in, including dependent claims and any pending divisionals the chart does not cover. Test every row against the product as it will actually be made, replace any taken-or-avoided note you do not accept, and decide what the unanswered integers require — further technical information or expert evidence — before the advice issues. |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes identifying points for review. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
2. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/intellectual-property-patents-trade-marks-copyright-designs/build-a-freedom-to-operate-claim-chart/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*