Run your patent practice with tools built around your workflow
Turn your consulting workflows into simple apps you control. Build an invention disclosure intake with NDA acknowledgement, a prior art search tracker, a docketing and deadlines dashboard, client portals, proposal templates and time tracking — just by describing what you need.
Start with the basics
Build the tools your patent consultancy needs
Patent consultants juggle confidential inquiries, invention disclosures, prior art searches, drafting recommendations, drawings coordination, correspondence and a steady stream of deadlines — often spread across email, spreadsheets and calendars.
Use YeshBe to build custom apps around the way you actually work. Create a structured intake form that captures inventors, disclosures, prior publications and attachments, then route submissions into a triage dashboard. Track search projects with strategies, references and reports. Build a docketing view for matters, key dates and upcoming tasks, and a client portal to share status updates, collect instructions and exchange documents. Standardize proposals, engagement steps and time logs without adopting a rigid, one‑size‑fits‑all system.
- Invention intake & triageCreate branded forms with required fields and attachments, then route submissions to the right consultant and move them through review stages.
- Prior art search managementPlan searches, record strategies and classifications, store references and notes, and generate client-ready summaries.
- Docketing & remindersTrack matters, key dates and upcoming actions with list and calendar views, priorities and checklists that match your process.
- Client portal & documentsGive clients a place to see statuses, download deliverables, upload materials and keep conversation tied to each matter.
Build it yourself
What patent consultants and intellectual property specialists build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Invention disclosure & NDA intake
Collect structured invention details, attachments and NDA acknowledgement, then triage submissions in one place.
PromptBuild an intake portal for my patent consulting practice. Public page: ‘Submit an invention’ with fields: company name, inventor(s), contact email and phone, invention title, technical field, problem solved, detailed description, key features/claims, advantages over prior art, known references/competitors, earliest public disclosure date (if any), drawings/attachments upload (PDF, images), desired jurisdictions, urgency and notes. Include an NDA acknowledgement checkbox with a link to my NDA PDF and an optional file upload for a signed NDA. After submission, create a matter record with a unique ID, auto-assign based on technical field, and show an internal dashboard with stages: New, Triage, Search Recommended, Proposal Sent, On Hold, Closed.
Prior art search project tracker
Plan searches, log references and assemble a client-facing report tied to each matter.
PromptBuild a prior art search tracker. Create projects linked to a matter ID with fields: scope/goal, keywords, IPC/CPC classes, databases to use, search strategy notes, due date, assignee, status and priority. Add a workspace to log references (title, source/URL or document ID, publication number, date, relevance score, key excerpts, claim element mapping) with PDF uploads. Provide a kanban board: Planned, In Progress, Analysis, Report Draft, Delivered. Include a client-facing report view that lists selected references with summaries and conclusions.
Patent docketing & deadlines dashboard
Centralize matters, important dates and upcoming tasks with filters and calendar views.
PromptBuild a docketing and deadlines dashboard for my patent consultancy. Each matter stores client, invention title, jurisdiction(s), application type, internal matter ID, and key dates (disclosure received, search start, application filed, office action received). Add upcoming events like office action response target date, national phase decision target, client instruction due date and renewal reminders. Provide: 1) a calendar and list view of upcoming events with filters by client, consultant and jurisdiction, 2) reminder entries that appear X days before each event (e.g., 30, 7, 1), and 3) an internal checklist and assignee per event. Include a page to quickly add multiple docket items by pasting rows from a spreadsheet.
Client portal & document exchange
Give each client a focused portal to view statuses, milestones and deliverables, and to upload materials.
PromptBuild a client portal for patent consulting. Create client-specific pages that show only their matters with fields: current stage, key upcoming dates, and notes. For each matter, include a timeline (intake, search, drafting, filing, correspondence), document downloads (reports, drawings, drafts) and an upload area with comments. Add a messaging thread per matter for client and consultant comments. Provide an admin view to choose which fields and documents are visible and to post status updates.
Questions and answers
Common questions about Patent Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. You describe what you want in plain language and refine it step by step until it matches your workflow.
Can I build a docketing system for patent deadlines?
Yes. You can track matters, dates, events and reminders with list and calendar views, plus checklists and assignees that fit your process.
Can I create an invention disclosure intake with NDA acknowledgement?
Yes. Build a branded intake form that captures structured details and attachments, includes NDA acknowledgement and routes submissions to a triage dashboard.
Can I share status and reports with clients?
Yes. You can create client-facing pages that show selected fields, documents and updates for each matter, and keep comments in one place.
Build the app your patent consultants and intellectual property specialists business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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