Release Notes

Public product updates are grouped by release week and loaded in batches as you scroll.

Release Week

Versions Released: 3.3.17

Week Of:

  • In workspaces using Products, resize Key contributors and Documents table columns and reach their actions on narrower screens.
  • Products continuation opportunities now open grouped by application, with a List view that keeps its selection during searches and navigation.
  • Products tabs retain feature searches, filters, and layout choices when switching views or opening a tab separately, with expanded keyboard navigation.
  • Products Feature coverage counts now show continuation and new filing opportunities, while All coverage still includes covered features.
  • Convert an existing portfolio Text column to Single choice or Multiple choice, preview the options, and retain existing values.
  • View portfolio update and analysis times separately, with live progress during rescoring and analysis times for supported patent assessment cells.
  • Claim charts now use source titles in citations, with corrected DOCX downloads and references that include web-source links and attachment filenames and page numbers.
  • For organizations using a connected IP management system, supported portfolio tag changes and disclosure counsel and paralegal assignments now update in the connected system.
  • Custom disclosure fields now show inline errors for missing choices, and existing disclosures open without errors from missing choice options.

Release Week

Versions Released: 3.3.13, 3.3.14, 3.3.15, 3.3.16

Week Of:

  • Filter Idea Atlas ideas by when they were first created or mentioned, using preset periods or a custom date range.
  • Select Taiwan for portfolio assets and include Taiwan applications in CSV imports and exports.
  • For organizations using a connected IP management system, edit, search, sort, import, and export a separate Patent no. alongside the publication number.
  • Law firms using Market Intelligence can select an onboarded client and keep that selection while navigating or refreshing.
  • In workspaces using Products, review filing opportunities from Overview and choose continuation features with checkboxes that preserve draft selections.
  • Market Intelligence now retains sorting, search, and jurisdiction filters when moving between results pages.
  • Infringement results now display an unavailable state for products without supporting documents.
  • Completed infringement chart results and exports remain available when the overview cannot be generated.
  • Fixed Google Docs compatibility for disclosure and claim-chart DOCX exports.
  • For organizations using a connected IP management system, new disclosures can create corresponding inventions, and supported disclosure tags and Prior Solution edits update in the connected system.
  • For organizations using a connected IP management system, closing or reopening a disclosure updates its status in the connected system, while unknown closure dates remain blank.
  • Fixed typing jitter in editable disclosure text and restored sidebar scrolling while Organization settings is open.

Release Week

Versions Released: 3.3.10, 3.3.11, 3.3.12

Week Of:

  • For organizations using a connected IP management system, supported patent edits, linked inventor assignments, and disclosure and patent attachments now update in the connected system.
  • For organizations using a connected IP management system, create patents from eligible portfolio assets linked to a disclosure in the connected system and a mapped law firm.
  • Added primary and secondary law firms and assigned attorneys to portfolio assets, with inline editing, searchable attorney selection, CSV import and export, and supported connected-system updates.
  • In workspaces using Products, view, search, and edit product associations in the portfolio's Products column.
  • In workspaces using Products, prepare asset-level continuation filings, edit claims and specifications, and send materials to outside counsel.
  • In workspaces using Products, switch to a condensed product architecture view.
  • Expanded manual infringement searches with competitor and product selection, product-specific supporting documents and web-search preferences, and a configurable number of automatically discovered product candidates.
  • Updated Ideas to track documents uploaded through SharePoint and reflect their processing status.
  • Moved primary patent jurisdiction settings into the Organization section and aligned organization settings headings and navigation labels.
  • Add market participants using a full website address in the primary domain field.
  • Market Intelligence's Infringement analysis count now reflects all matching results and updates with search and jurisdiction filters.

Release Week

Versions Released: 3.3.6, 3.3.7, 3.3.8, 3.3.9

Week Of:

  • Customize disclosure summary tiles with names, colors, order, and the workflow stages each tile includes.
  • Select a disclosure workflow stage directly, confirm the change, and see stage changes in Discussion.
  • Edit completed workflow stages' dates and times, and view the elapsed time between completed stages.
  • Update disclosure workflow actions without losing your page position or unsent Discussion text, with confirmation messages after saving.
  • Paste comma-separated options into single-choice custom disclosure fields instead of adding each option separately.
  • Reference ZIP downloads now include available English patent text alongside the original foreign patent PDF.
  • In workspaces using Products, filter the feature table and review related competitor products.
  • In workspaces using Products, review continuation opportunities for unpublished portfolio applications with supporting documents.
  • Upload Outlook MSG files as documents for analysis.
  • Resubmitting a disclosure from the Editable stage now reruns analysis using the updated problem and solution.
  • For organizations using a connected IP management system, view imported inventions as disclosures and patents as portfolio assets, with supported attachments and classification tags.
  • For organizations using a connected IP management system, edits to a linked disclosure's title, problem, solution, and reference number update the corresponding invention.

Release Week

Versions Released: 3.3.4, 3.3.5

Week Of:

  • Added disclosure eligibility assessments for the United States, European Patent Office, China, South Korea, and Japan, with organization-level jurisdiction priorities.
  • Filter Ideas by clearly eligible, unclear eligibility, or likely ineligible results.
  • Added automatic disclosure reference numbering with configurable number and date patterns, sequence settings, and previews.
  • In workspaces using Products, draft continuation claims for product features, review specification support, edit claims, and rerun drafting.
  • Applied prior-art date cutoffs to saved non-patent literature lists, counts, and exports in disclosures and Art Charts.
  • Added disclosure assignment emails for newly assigned internal counsel when assignments change.
  • Restored disclosure loading indicators while AI analysis is queued or running in standard and Kids Mode views.
  • Added guidance on disclosure and Art Chart uploads to close files open in SharePoint before uploading.
  • Updated patent publication links in Products to open the patent detail page.
  • Added source-domain labels beside web-search prior-art citations.
  • Improved disclosure classification links and tag editing, including mobile layout and tag removal controls.

Release Week

Versions Released: 3.3.1, 3.3.1-hotfix, 3.3.2, 3.3.3

Week Of:

  • Filter disclosures by selecting a status summary, remove individual filter selections, or reset all filters.
  • Added an Innovation breadth indicator and feature explanations to disclosure reviews where breadth assessment is enabled.
  • Connected searches for Ideas and disclosures now accept numbers as search text and preserve the selected result order.
  • In workspaces using Products, generate features and review their connections to portfolio assets and claim coverage.
  • Trademark spreadsheet imports now recognize additional country names for existing jurisdictions.
  • Fixed incomplete pages in the Ideas innovator filter caused by entries without a display name or identifier.
  • Refreshed disclosure navigation, title editing, and download controls in standard and Kids Mode.
  • Exclude patent and non-patent references from a disclosure's prior art and rerun its analysis.

Release Week

Versions Released: 3.2.13, 3.2.14, 3.3.0

Week Of:

  • Added more flexible idea discovery requirements and an Innovator filter with counts across results, charts, pagination, exports, and bulk actions.
  • Expanded trademark portfolio imports to support paired class columns and embedded images in spreadsheets.
  • Improved prior-art and feature search with more reliable patent-specification citations, passage handling, and recovery from partial source results.
  • Added clearer user-facing messages when AI-assisted actions are unavailable or cannot be completed.
  • Aligned portfolio recommendation labels so the highest recommendation is presented consistently as High.
  • Added configurable disclosure workflow stages with clearer status metrics and review-stage actions.

Release Week

Versions Released: 3.2.12

Week Of:

  • Added drag-and-drop disclosure submission for paralegals.
  • Added organization controls to hide selected custom disclosure fields from inventors.
  • Added support for using public GitHub repositories, issues, and wikis as manually submitted prior-art sources.
  • Added review previews for web links detected in uploaded disclosures before they are used as prior-art sources.
  • Preserved saved portfolio views after editing a case or portfolio asset.
  • Improved non-patent literature search and citation handling, including cleaner records when source fields are blank.
  • Improved feature search processing for batched source passages and partial evidence recovery.
  • Improved processing estimates by excluding the lowest-priority queue from customer-facing time estimates.

Release Week

Versions Released: 3.2.9, 3.2.10, 3.2.11

Week Of:

  • Added bulk PDF downloads for standalone Art Charts, including support for additional chart types.
  • Added XLSX export for Basic Search charts with formatted links while keeping CSV export available.
  • Expanded disclosure downloads with more selectable fields, email delivery options, and organization-visibility controls.
  • Added connected AI workflow support for searching and updating portfolio assets with validated filters and custom fields.
  • Added connected AI workflow support for updating Art Charts and keeping chart feature data aligned.
  • Added connected AI workflow support for updating disclosures and managing disclosure information more directly.
  • Added support for Claude clients in OAuth-based integrations.
  • Enabled organization administrators to view their organization's analytics.
  • Improved Market Intelligence results by ranking patent families using independent-claim relevance.
  • Improved prior-art and infringement workflows with more reliable previews, comparisons, filtering, and active-case status handling.

Release Week

Versions Released: 3.2.8

Week Of:

  • Improved portfolio asset scoring so assessments are completed more reliably when portfolio records are linked or updated.
  • Added clearer messaging to Idea Discovery when ideas exist but none match the selected filters.
  • Added OpenID Connect support for organization sign-in integrations and authorization flows.
  • Improved prior-art analysis consistency so displayed analysis results and scores stay aligned.
  • Added the ability to merge disclosures into an existing primary disclosure while preserving the primary record's workflow and content.
  • Improved portfolio page responsiveness by loading portfolio information more efficiently.

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