Capability Guide

The right patent-figure work in the right place.

Patent-figure capability is not about bringing every task in-house. It is about keeping appropriate work close to the people doing the patent work — and using professional production when the work calls for it.

One Figure Capability

Appropriate Internal Work Keep It Close

Review · Annotate · Revise · Create

Specialized Figure Work Escalate It

Complex · Specialized · Production-Intensive

The Goal The Right Work in the Right Place

A False Choice

Patent figures do not have to be either internal or outsourced.

Patent-figure work includes many different kinds of tasks. Some are closely connected to understanding, developing, reviewing, and revising the patent application. Others require specialized drafting skill, significant production time, or professional execution.

Treating all of those tasks as one category creates an unnecessary choice: either build everything internally or send everything outside.

Extreme 01

Everything Internal The team is expected to handle work that may be better suited to experienced professional production.
Neither is the goal.

Extreme 02

Everything Outsourced Even routine changes and visual communication can become separate production cycles.

Patent-figure capability creates a third option: decide where each kind of work belongs.

Different Work

Not every patent-figure task is the same kind of work.

A patent attorney moving a label, an inventor explaining a configuration, support staff formalizing a straightforward flowchart, and a professional drafter producing a complex technical figure are all working with patent figures.

But they are not performing the same task and do not need the same level of production capability.

01 Understand

Review visual information and understand what the figure is communicating.

02 Communicate

Mark up, annotate, or visually explain what needs to change.

03 Revise

Make appropriate changes directly in an editable working figure.

04 Formalize

Turn appropriate source material into clean, consistent patent figures.

05 Produce

Handle complex or specialized figure work requiring professional production.

The question is not simply who makes the drawings. The question is what work needs to happen along the way.

Keep Appropriate Work Close

Some figure work belongs close to the patent decisions.

When a figure change is part of understanding an invention, developing an embodiment, drafting claims, communicating with an inventor, or responding during prosecution, the people making those decisions often benefit from being able to work directly with the visual information.

That does not require professional drafting capability. It requires enough practical capability to perform the work appropriate to the person's role.

Review See what needs attention.
Annotate Communicate the change visually.
Revise Make routine changes directly.
Develop Work visually as the patent work evolves.
Formalize Handle appropriate simple figures internally.
Maintain Keep editable working figures usable over time.

Escalate Deliberately

Professional drafting remains the right place for specialized work.

Internal capability should not become an expectation that attorneys, inventors, engineers, researchers, or support professionals perform every kind of figure production.

When the work becomes complex, specialized, production-intensive, or simply outside the team's practical capability, professional drafting is the appropriate next step.

Ask

Is this work appropriate for our internal capability?
Yes Keep It Internal

Continue working in the shared editable figure.

No Escalate It

Send the specialized work to professional production.

Escalation is part of the capability — not a failure of the capability.

Maintain Continuity

Moving the work should not mean losing the working figure.

A hybrid model works best when internal and professional production are not separate dead ends. The figure should be able to move between the people involved while remaining useful to the patent team.

Editable working files make it possible to send specialized work out, receive it back, and continue reviewing, revising, annotating, and using the figure as the patent work progresses.

Internal Working Figure
Professional Specialized Work
Return Editable Figure
Continue Patent Work

Professional production can become part of the working process instead of the end of it.

A Simple Test

Does this task need another production cycle?

Many patent-figure handoffs are necessary and valuable. Others exist only because the person who identifies the change cannot interact directly with the figure.

Before creating another handoff, consider the nature of the work rather than automatically routing every figure task through the same process.

Routine / Appropriate

Can the person closest to the work handle it?
Review Annotation Label Change Simple Revision

Specialized / Complex

Would professional production be more appropriate?
Complex Geometry Specialized Illustration Heavy Production Capacity Need

The goal is not fewer handoffs at any cost. It is fewer unnecessary handoffs.

Match Capability to the Role

Different people should do different figure work.

The right-place model is not only about internal versus external work. It also means assigning appropriate capability inside the organization.

An inventor, attorney, support professional, and professional drafter may all interact with the same figure without performing the same job.

Inventor / Researcher

Explain + Review Communicate technical information visually and review how the invention is represented.

Attorney / Agent

Develop + Revise Work with figures as the application, claims, embodiments, and prosecution develop.

Support Professional

Formalize + Maintain Prepare appropriate figures and maintain consistent editable working files.

Professional Drafter

Produce + Specialize Handle complex, specialized, or production-intensive figure work.

The Decision Model

Start with the task, not the default destination.

The most useful question is not whether an organization generally prefers internal or external drafting.

The useful question is what this particular task requires, who is closest to the underlying patent decision, and where the work can be completed most appropriately.

01 Identify the Task

What actually needs to happen to the figure?

02 Assess the Work

Is it routine, specialized, complex, or production-intensive?

03 Choose the Right Place

Keep it close or escalate it deliberately.

Complete the Work Without Losing Continuity

Organizational Capability

The strongest model combines internal capability and external expertise.

Organizations do not need to choose between dependence on outside production and building a full internal drafting operation.

They can build practical capability around the work their people encounter regularly while maintaining reliable access to professional production for the work that belongs there.

Internal Capability

Skills Tools Workflows Editable Files

Professional Capability

Expertise Complexity Production Capacity
One Patent-Figure Capability

Internal capability and professional production should complement each other.

What Changes

Better routing changes more than drawing production.

Putting figure work in the right place can reduce unnecessary coordination while giving patent teams more direct control over the visual information involved in their work.

Professional resources can then be used more deliberately for the tasks where their expertise provides the greatest value.

01 Fewer Unnecessary Handoffs

Routine changes do not automatically become separate production cycles.

02 Faster Iteration

Visual changes can stay closer to the patent decisions that caused them.

03 Better Collaboration

Participants can work around shared editable visual information.

04 Better Use of Specialists

Professional production can focus on work that genuinely benefits from specialist expertise.

IP DaVinci

One system across both sides of the work.

IP DaVinci is designed around this hybrid model. The System helps people build practical capability for the patent-figure work appropriate to their role, while keeping professional support available when specialized work is the better choice.

Training, the LMS, recurring live help, dedicated support, and IP DaVinci Studio allow the level of assistance to change without abandoning the overall working approach.

Build Capability

Learn System Training
Reference LMS
Continue IP DaVinci Live™

Add Help When Needed

Help Me Do It 1-on-1 Support
Do It for Me IP DaVinci Studio

The Principle

Keep it close when that helps.
Escalate it when that helps.

Patent-figure capability is not measured by how much work an organization keeps internally or how little it outsources.

It is the ability to put each kind of patent-figure work where it can be handled most appropriately — without losing control, collaboration, or continuity.

Start With Your Work

Decide what belongs close and what belongs with a specialist.

Start with the patent-figure tasks your people already encounter. Build practical capability around the work that makes sense internally, and maintain professional support for everything else.

The Right-Place Model

01 Identify the recurring work.
02 Build appropriate internal capability.
03 Keep professional capability available.
Result The right work in the right place.