Form · Intellectual Property — Patents, Trade Marks, Copyright, Designs

Invention disclosure and confidentiality record (before a patent filing)

A form inventors complete before a patent application: the problem and solution, how it works and variations, contributors and their employers, AI tools used, prior art known, every disclosure made or planned, and the confidentiality steps, with the 12-month grace period check.

Kind
Form. A form to complete, or a guide to completing an official one.
Where it applies
Australia
AI use
Yellow AI can help in set ways. A lawyer checks specific points before use.
Law stated as at
18 October 2026
Status
Maintained. Checked on 18 October 2026 against the 2 authorities it cites, for Australia.
Version
1
Source
Written for this library

When to use it

Use as soon as an employee, researcher or founder thinks they have something patentable, and before any pitch, publication, conference, sale or demonstration. It gives the patent attorney what they need for a provisional or complete application and records who contributed.

Used for these tasks

Each task page says how far AI may help with the task and what the lawyer must review.

How AI may be used

AI may help inventors organise their description, figures and disclosure history into the form inside the approved environment; the patent attorney or lawyer decides inventorship, the effect of any disclosure and the filing strategy.

AI may

  • Organise the inventors' notes, drawings and lab or code records into the form's sections
  • Build the disclosure history table from emails, slide decks and event registrations supplied
  • Flag any disclosure within the last 12 months and any planned disclosure before filing

AI must not

  • Must not be given the invention in a tool outside the approved, confidential environment, because that may itself be a disclosure risk
  • Must not decide who is an inventor or whether the invention is new or inventive
  • Must not decide that a disclosure is covered by the grace period

The lawyer checks

  • Inventors identified by contribution to the inventive concept, and any AI contribution recorded and considered
  • Ownership traced: employment contracts, university or collaboration IP policies, contractor agreements
  • Every past disclosure assessed, and filing timed inside the grace period and before any planned disclosure, with overseas filing plans considered
  • Confidentiality agreements in place with everyone who has seen the invention

Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.

Authorities

Read the full text

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