Review · Annotate · Revise · Create
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
Complex · Specialized · Production-Intensive
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.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.
Review visual information and understand what the figure is communicating.
Mark up, annotate, or visually explain what needs to change.
Make appropriate changes directly in an editable working figure.
Turn appropriate source material into clean, consistent patent figures.
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.
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?Continue working in the shared editable figure.
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.
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?Specialized / Complex
Would professional production be more appropriate?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.
What actually needs to happen to the figure?
Is it routine, specialized, complex, or production-intensive?
Keep it close or escalate it deliberately.
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
Professional 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.
Routine changes do not automatically become separate production cycles.
Visual changes can stay closer to the patent decisions that caused them.
Participants can work around shared editable visual information.
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
Add Help When Needed
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