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 patent.
Context
Patent files often include lengthy and technically dense documents — examination reports, office actions, prior art citations, amended claims, hearing notices, and more. Legistify AI's Summarise Files feature lets you select any document from a patent's file and receive a clear, structured summary of its content in seconds, saving significant time during review.
How to Summarise Patent Files
Step 1: Go to the Patent Section
From the left-hand navigation bar, click on Patent.
Step 2: Find the Relevant Patent
On the patent listing page, locate the patent whose documents you want to summarise. Use the search bar or scroll through the list to find it.
Step 3: Open the Patent Details Page
Click on the patent to open its details page.
Step 4: Access the Legistify AI Panel
The Legistify AI panel is on the right side of the patent 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 patent 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 and technical information contained in the document.
Objections or Observations: A summary of any objections, prior art citations, or examiner observations raised.
Parties Involved: Names of relevant parties mentioned in the document.
Central Issue: The main subject or point of contention addressed in the document.
Relevant Dates: Any significant deadlines or 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 technically dense file in seconds rather than reading through it in full.
Objection Clarity: Quickly surface the key points from examination reports or office actions to prioritise your response.
Client Communication: Share concise summaries with clients who need to understand a document without the technical complexity.
Cross-Team Collaboration: Anyone on the team, regardless of their technical background, can review a document summary and stay informed.
Conclusion
The Summarise Files feature is particularly useful when dealing with patents 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 that no critical objection or observation in the file goes unnoticed.