Build an IP ownership and encumbrance table from the data room
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract registrations, assignments, licences and security interests from the permitted data room into a table with gaps in the chain of title flagged.
- What the lawyer must review
- Open every cited assignment and licence
- Check for schedules, side letters and unregistered interests that extraction misses
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Obtain and inspect the relevant current official register or search result. Confirm identities, interests and the date and scope of the search.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Copyright chain of title record | Form | AI use Yellow | Record of who started as owner under section 35 and of each later assignment. |
Signed-in accounts can read the full text of each one. All precedents.