New patent filings are recorded from the Docket.

The workflow takes three steps: link a disclosure, choose a filing type, and fill in the details.

Step 1: Start a new filing

1. Navigate to Intellectual Property → Docket in the left sidebar.

2. Click + New Filing in the top-right corner.

3. Select Patent from the dropdown (other options: Copyright, Trademark).

Step 2: Select a disclosure

Search for and select the disclosure this filing is based on. You can search by disclosure number or title.

Step 3: Select a filing type

Choose the type that matches your filing:

New Filings

• Provisional — Early-stage filing to establish a priority date

• Utility — Full non-provisional patent application

• Design — Protects ornamental appearance

• Plant — For new plant varieties

International / Regional

• PCT — International filing via Patent Cooperation Treaty

• EP — European Patent Office filing

Follow-On Filings (require a parent filing to exist first)

• National Phase — Requires a PCT or EP patent first

• Continuation / Continuation In-Part / Divisional — Require a utility or national phase patent first

Step 4: Enter filing details

Fill in the following fields:

• Filing Title — Pre-populated from the disclosure; edit as needed

• Jurisdiction — Select the country or region

• Docket Number — Your internal reference number (optional)

• IP Manager — Assign the responsible IP manager

• Inventors — Add all inventors on this filing

• Law Firm / Attorney — Optionally assign outside counsel and a reference number

Click Create Filing when done.

What happens next

The filing is created with a status of In Preparation. From the filing record you can track status through Filed, Published, and Granted milestones; manage related events, family members, finances, and documents; and update involved parties at any time.