Overview
This article explains how to use the Summarise Files feature within the IPR module to generate AI-powered summaries of documents attached to a trademark.
Context
Trademark files often include lengthy documents — examination reports, objection letters, opposition notices, hearing orders, and more. Legistify AI's Summarise Files feature lets you select any document from a trademark's file and receive a clear, structured summary of its content in seconds, saving significant time during review.
How to Summarise Trademark Files
Step 1: Go to the Trademark Section
From the left-hand navigation bar, click on Trademark.
Step 2: Find the Relevant Trademark
On the trademark listing page, locate the trademark whose documents you want to summarise. Use the search bar or scroll through the list to find it.
Step 3: Open the Trademark Details Page
Click on the trademark to open its details page.
Step 4: Access the Legistify AI Panel
The Legistify AI panel is on the right side of the trademark details page. Click on the Summarise Files button at the top of the panel.
Step 5: Select the Document to Summarise
A list of documents attached to the trademark will appear. Select the file you want to summarise.
Step 6: View the Generated Summary
Legistify AI will process the selected document and display a clear, structured summary on screen based on the content of the file.
Understanding Your AI-Generated Document Summary
The summary provides a structured overview of the selected document. While the exact sections will vary based on the document type, you can expect the following:
Key Facts: The most important factual information contained in the document.
Legal Arguments or Observations: A summary of any legal points, objections, or observations raised.
Parties Involved: Names of relevant parties mentioned in the document.
Central Issue: The main subject or dispute addressed in the document.
Relevant Dates: Any significant dates referenced within the file.
Additional Features
Regenerate Summary
Click Regenerate Summary to re-run the summary for the same document. This is useful if you feel the initial summary did not capture a key detail.
Download
Click Download to export the summary as a PDF for offline use or to share with colleagues or clients.
Key Benefits
Faster Document Review: Understand the contents of a file in seconds rather than reading through it in full.
Objection Clarity: Quickly surface the key points from examination reports or objection letters to prioritise your response.
Client Communication: Share concise summaries with clients who need to understand a document without the legal complexity.
Cross-Team Collaboration: Anyone on the team, regardless of their legal background, can review a document summary and stay informed.
Conclusion
The Summarise Files feature is particularly useful when dealing with trademarks that have accumulated a number of documents over their prosecution history. Rather than opening and reading each file individually, you can get a quick summary of any document and decide where to focus your attention. This keeps your review process efficient and ensures nothing important in the file gets overlooked.