Themed asset shortlist
Agree the coverage and format for this component before work starts. The delivery should identify the records or technical material used and any items that remain unresolved.
Licensing & transactions · For IP firms
Patent Mining
Identify portfolio assets aligned to a licensing or transaction objective. Find promising assets within a portfolio before investing in deeper claim mapping.
Project-based or recurring support · Scope and fees agreed in writing
The right work, in the right formatMore useful capacity.
More useful capacity.
Less friction in the handoff.
Find promising assets within a portfolio before investing in deeper claim mapping. Menteso’s patent mining is scoped around the matter, technical question and review responsibilities your firm defines. The aim is a useful work product that your team can check, refine and integrate into its own client workflow.
The starting point is portfolio list, technical themes and commercial criteria. Before the assignment begins, agree what falls within the review, which sources or records should be used and what the receiving attorney needs to see. Material uncertainties should be recorded as questions rather than filled with unsupported assumptions.
Illustrative assignment
A portfolio spans several technical areas. The mining brief narrows the review to assets relevant to the client’s current licensing programme. This example explains the workflow; it is not a claim about a completed client matter.
Scope of delivery
Built for the next reviewer.
Confirm the specific inclusions, depth and file formats in the written proposal. The scope can be adjusted for a single matter or a recurring queue.
Claim and product relevance notes
Prepare this component around your firm’s review priorities. Distinguish verified information from observations and flag the questions that require attorney or client input.
Priority review recommendations
Keep the handoff practical: use consistent identifiers, agreed file naming and a clear record of assumptions and revisions. Include the supporting material specified in the engagement.
A considered delivery process01 02 03 04
From your brief to your review queue.
Define the assignment
Confirm the question, technical scope, jurisdictions, source materials and exclusions with your instructing team.
Prepare the work
Build the agreed research or document pack, recording sources, assumptions and questions as the work develops.
Review & refine
Check the deliverables against the brief and resolve review comments through the agreed revision process.
Hand over clearly
Deliver in your agreed format, with an issue log and the source material needed for your team’s final review.
Before we begin
Patent Mining: common questions
How are commercial findings presented?
Research findings should distinguish documented evidence, assumptions and open questions. For patent mining, agree the comparison criteria and intended audience before work starts. Commercial and legal decisions stay with the client and its advisers.
What will the quotation include?
The written scope should identify the agreed components—Themed asset shortlist; Claim and product relevance notes; Priority review recommendations—along with the required inputs, depth, target delivery date, review rounds, service fee and exclusions. Specialist work, translations, third-party costs and official fees are confirmed separately where applicable.
Can this support a recurring workflow?
Discuss expected volume, the frequency of handoffs and the level of specialist review required. A recurring arrangement should define queue priorities, communication windows, quality checks and escalation contacts. Availability and turnaround are confirmed against the actual scope rather than assumed from the service name.
Who makes the final legal decisions?
Your firm’s responsible practitioner retains control of legal advice, strategy, deadlines, final documents and filings. Menteso’s assignment supplies the agreed technical or operational support. Any separately retained professional representation must be expressly agreed.
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