Clio Work for Intellectual Property Law
Pick a task, copy the prompt, and run it on your matter in Clio Work.
Prompts
Legal Research
Check if a mark is distinctive enough to register
Transactional
What are the distinctiveness requirements for trademark registration under the Lanham Act? Explain the spectrum from generic to fanciful marks, how descriptive marks acquire secondary meaning, and which types of marks qualify for the Principal Register, and cite the leading cases.
Summarize USPTO utility patent filing requirements
Transactional
Summarize the USPTO requirements for filing a non-provisional utility patent application, including the specification, written description, enablement, and claim drafting standards. Explain the filing, search, and examination fees and any small or micro entity discounts, and cite the controlling statutes and rules.
Protect a trade secret under the DTSA
Transactional
What are the requirements for protecting a trade secret under the Defend Trade Secrets Act, including what qualifies as a trade secret and what counts as reasonable measures to keep it secret? Include practical best practices, available remedies, and the whistleblower immunity notice requirement, and cite the leading cases.
Confirm the likelihood of confusion standard
Litigation
What is the standard for proving likelihood of confusion in a trademark infringement claim? Explain each factor courts weigh, which factors tend to carry the most weight, and how courts treat evidence of actual confusion, and cite the leading cases.
Find cases on the doctrine of equivalents
Litigation
Identify the leading cases on the doctrine of equivalents in patent infringement and the limits imposed by prosecution history estoppel. Explain the function-way-result and insubstantial differences tests, the Festo presumption and its exceptions, and summarize each case's key holding.
Summarize Federal Circuit rulings on claim construction
Litigation
Summarize recent Federal Circuit decisions on patent claim construction under Markman. Explain how courts weigh intrinsic and extrinsic evidence and the standard of review on appeal after Teva, and cite the key cases.
Document Analysis
Review an IP license for scope and restrictions
Transactional
Review this IP license or technology transfer agreement for the scope of rights granted, sublicensing restrictions, and infringement indemnification. Provide a table with the provision, issue, risk to the client, and recommended revision, and flag anything that needs attorney review.
Pull key terms from prosecution histories
Transactional
From these patent prosecution histories, office actions, and prior art references, extract the key claim terms, amendments, arguments, and disclaimers that could affect claim construction or an inter partes review. Provide a table with the term, what was said, the source, and why it matters.
Track patent status and expiration dates
Transactional
From these patent records, extract the patent number, filing date, claim scope, maintenance fee status, and expiration date. Provide a table with one row per patent and flag any upcoming maintenance deadlines.
Break down the claims in an infringement complaint
Litigation
From this patent or trademark infringement complaint, extract the asserted patents or marks, asserted claims, accused products, and damages theories. Provide the results as a table with paragraph references.
Find inconsistencies in an expert deposition
Litigation
Review this expert deposition on patent damages or technical infringement and identify inconsistencies and admissions. For each, give the statement, the page and line reference, why it matters, and its impact on the damages or infringement theory.
Summarize each infringement claim chart
Litigation
From each claim chart in these infringement contentions, extract the asserted claim, each claim limitation, the accused feature, and the infringement theory. Provide a table and flag any limitations that appear unsupported.
Organize a trademark dispute file
Litigation
Review the matter documents and organize the information into asserted trademark rights, trade dress, accused product features, marketing evidence, sales and channel information, evidence of confusion, damages facts, and preservation and discovery materials. Present it as a structured chart, note the most important documents in each category, and identify evidence that still seems to be missing.
Skills
Skills save the way your firm does a task, so anyone at your firm gets the same result.
Get consistent, high-quality work from everyone at your firm, every time. A skill saves a task you repeat in your firm’s format and standards, so anyone on your team can run it. Use skills for document analyses, client letters, and strategy recommendations.
Run a trademark search and registration checklist
Runs a trademark search, lists the registration steps, and creates a task to complete them.
Create This Skill
Create a skill that runs a trademark search for a proposed mark using Clio Docket or the web, summarizes potential conflicts, lists the registration steps, and creates a task with a due date to complete them.
Review a copyright settlement agreement
Analyzes a copyright settlement agreement clause by clause and proposes revisions.
Create This Skill
Create a skill that reviews an uploaded copyright settlement agreement clause by clause, flags terms that are unfavorable or unclear for our client, proposes revised language, and writes a short memo with recommendations.
Fill the right drafting template on request
Stores the firm's drafting templates and fills the right one with matter details on request.
Create This Skill
Create a skill that stores my drafting templates and, when I ask for a document like a compliance checklist, finds the matching template, fills in the details from this matter, and returns an editable Word document.
Draft Templates
Draft documents from a prompt, or fill your firm’s own templates with details from the matter.
Get from a blank page to a first draft in minutes. Describe the document, and Clio Work drafts it from your matter’s facts and your jurisdiction’s law. Or turn your firm’s own documents into templates that fill in party names, dates, and terms from the matter.
Draft from a prompt
Draft a trademark cease and desist letter
Transactional
Write a cease-and-desist letter for trademark infringement under the Lanham Act. Describe the registered mark and its scope, the infringing use, and the likelihood of confusion, and demand specific remediation by a set deadline.
Draft a motion for summary judgment of non-infringement
Litigation
Draft a motion for summary judgment of non-infringement based on claim construction and prosecution history estoppel. Argue that the patentee narrowed the disputed claim term during prosecution and that the accused product uses the approach that was given up.
Write a client update on the matter
Litigation
Review the matter file and draft a client-ready update on where the matter stands, the key facts developed so far, the main risks and opportunities, and the likely next steps. Briefly include any steps the client could take to strengthen their documentation or position. Then add a short internal list of the top five follow-up items for our team.
Build your firm templates
Cease and Desist Letter
Sends the firm's standard infringement demand. Upload your firm's version, and Clio Work turns the recipient, client, mark or work, infringing use, and response deadline into fields it fills from each matter. Then review the suggested rule that adds the registration paragraph only when the client's mark is federally registered.
IP Assignment Agreement
Transfers patents, trademarks, or copyrights with the same terms every time. Upload your firm's version, and Clio Work turns the assignor, assignee, IP description, registration numbers, and consideration into fields it fills from each matter. Then review the suggested rule that adds the patent schedule only when the assignment includes patents.
Trademark License Agreement
Fills the firm's license agreement with licensee and royalty terms. Upload your firm's version, and Clio Work turns the licensor, licensee, marks, territory, royalty rate, and term into fields it fills from each matter. Then review the suggested rule that adds the exclusivity section only when the license is exclusive.
Visualizations
Visualizations make charts, calendars, and diagrams from your matter data.
Build the exact view you need, right when you need it. Describe it in plain language, and Clio Work builds an interactive tool from your matter data, such as a case chronology or a settlement calculator. Download it and share it with clients and colleagues.
Track an IP portfolio on a dashboard
Shows every patent and trademark with its status and next deadline.
Create This Visualization
Using visualizations, create an interactive dashboard of each IP asset with its registration number, jurisdiction, status, and next renewal or maintenance deadline, highlighting anything due soon. Use the patent and trademark records in this matter.
Build a claim chart
Maps each patent claim element to the accused product.
Create This Visualization
Using visualizations, create an interactive claim chart that maps each claim element to the matching product feature, with the supporting evidence and any gaps. Use the patent and the accused product documents in this matter.
Compare a proposed mark with registered marks
Compares a proposed mark with similar registered marks.
Create This Visualization
Using visualizations, create an interactive table comparing the proposed mark with each similar mark on appearance, sound, meaning, goods and services, and status, with a likelihood of confusion rating for each. Use the trademark search results in this matter.
Lay out a prosecution history
Lays out the history of a patent or trademark application.
Create This Visualization
Using visualizations, create an interactive timeline of filings, office actions, responses, amendments, and decisions, noting the claim changes at each step. Use the file history in this matter.
Report royalties due and paid
Shows royalties due and paid under each license.
Create This Visualization
Using visualizations, create an interactive chart of royalties due and paid by licensee and period, flagging any shortfalls or late payments. Let me filter by licensee and date range. Use the license agreements and royalty statements in this matter.
Separate proven damages from projections
Maps each claimed financial impact to its records, separating actual sales and losses from estimates.
Create This Visualization
Using visualizations, create an interactive damages-evidence dashboard from the financial information in this matter's records. Separate actual recorded sales and losses from estimates, projections, pricing pressure, and alleged diverted sales. Map each claimed financial impact to its supporting records, causal assumptions, and missing inputs. Include account-level sell-through, retailer inventory timing, reorder history, unit volume, pricing, costs, and channel mix only where the records support them. Do not invent amounts or present projected exposure as proven damages.
Docket
Docket searches federal and state court dockets and tracks the cases you follow.
Search US federal and state court dockets without leaving Clio Work. Track the cases that matter to you and get alerts when something new is filed. Research how a judge has ruled on similar motions before your next hearing.
Monitor a PTAB or TTAB proceeding
Track the proceeding and get alerted on institution decisions, motions, and orders.
Follow an ITC or USPTO matter
Watch specialty-venue dockets most tools do not cover.
Pull proceeding documents into the matter
Download filings and save them straight to the matter folder.
Research a party’s filing history
Search dockets by party across PTAB, TTAB, and ITC.