Patent Filing Tracker
Patent Filing Action Plan
Track your progress toward securing IP protection
Tasks Completed
Budget Spent
Total Budget
Phase 1: Year 1
Critical Deadline
File first provisionals
⚠️ CRITICAL: 90-Day Deadline
File provisional patents for top 3 innovations by April 18, 2026 to secure filing dates. Public disclosure or competitor knowledge after this date could jeopardize patent rights.
Review with Executive Team
Review patent analysis and filing strategy with key stakeholders
Budget Approval - Phase 1
Approve $15,000 for filing 3 provisional patents
Interview Patent Attorneys
Get proposals from 3 attorneys specializing in software/AI patents
Select Patent Attorney
Choose attorney and execute engagement letter + NDA
Prior Art Search - Top 3
Conduct prior art searches for Entity Structure, Loan Pre-Qual, and What-If Simulator
Technical Documentation
Complete flowcharts, algorithms, and system architecture for top 3 innovations
Draft Provisional Applications
Attorney drafts provisional patent applications (included in Phase 1 budget)
FILE PROVISIONAL PATENTS (3)
File provisionals to secure filing dates - CRITICAL DEADLINE
File Provisionals #4-5
File Investor-Adaptive Pitch and Predictive Deduction patents
Convert to Utility Patents
Convert 3 provisionals to full utility patent applications before 12-month deadline
Fish & Richardson P.C.
Multiple Offices (Boston, DC, Silicon Valley)
Top-tier firm, handled major tech company patents
Kilpatrick Townsend
Atlanta, San Francisco, DC
Strong FinTech practice, mid-tier pricing
Cooley LLP
Palo Alto, San Diego, NYC
Preferred by VCs, excellent for startups
Mintz Patent Group
Boston, San Diego
Specialized in AI/ML patents
Boutique Solo Practitioners
Various
Lower cost for provisionals, consider for Phase 1 only
Year 1 - Phase 1
Year 2 - Phase 2
Year 3 - International
Expected ROI: 5-20x through licensing, exit premium, and competitive protection