Prepare a citation list of material prior art for disclosure to the office
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the search hits and family file, list candidate citations with numbers and dates, marking duplicates and clearly irrelevant items.
- What the lawyer must review
- Read each listed document before it goes on a disclosure form
- Remove cumulative noise
- Keep the duty to disclose with the practitioner
- 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 | From the search hits and family file, list candidate citations with numbers and dates, marking duplicates and clearly irrelevant items. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Prior-art table for a standard patent | Checklist | AI use Yellow | Table of prior art against the standard-patent requirements in section 18(1). |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- USPTO: Guidance on Use of Artificial Intelligence-Based Tools in Practice Before the USPTO, 11 April 2024 · 2026-09-23
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.