Patent Analysis Shipping Checklist
Before I send an analysis memo to counsel or publish it here, I run through the same checklist. It keeps me honest and prevents surprises during interviews.
- Scope lock. Confirm the question I’m answering (invalidity search, competitive landscaping, whitespace study) and restate it at the top of the document.
 - Dataset hygiene. Snapshot the data sources, API versions, and filters used to build the corpus. If I relied on AI summaries, I paste the prompt + parameters so the work can be reproduced.
 - Claim mapping. Highlight which claim elements each reference covers. I often include a table so legal teams can port it into their own templates.
 - Risk notes. Flag assumptions, chemistry-specific caveats, and manufacturing realities I learned from industry.
 - Automation hooks. Whenever a manual step takes longer than ~10 minutes, I log it as a scripting opportunity. Those notes feed future posts.
 
The list evolves, but the principle stands: every deliverable should be verifiable, auditable, and useful to both scientists and attorneys.