PATENT SUPPORT STAFF CASE STUDY

Standardizing Figure Management Across a Prosecution Team

A growing prosecution team improved consistency, reduced revision confusion, and strengthened collaboration by implementing standardized figure management practices.

Situation

A patent prosecution team consisted of multiple attorneys, patent agents, paralegals, and support staff working across a large volume of applications.

Figure-related work was handled differently by each practitioner.

Naming conventions varied, revision requests were communicated inconsistently, and source files were often difficult to locate.

As filing volume increased, these inconsistencies created delays, confusion, duplicate effort, and unnecessary communication between team members and outside drafting vendors.

The team sought a more consistent approach to figure management.

Key Outcomes

Consistent Workflows

Team members followed standardized processes for figure requests, revisions, and approvals.

Reduced Confusion

Common naming conventions and file structures improved organization and visibility.

Improved Collaboration

Attorneys, agents, paralegals, and vendors worked from a shared workflow framework.

Greater Efficiency

Less time was spent locating files, clarifying requests, and coordinating revisions.

Areas of Improvement

New Application Preparation

• Figure requests

• Source file management

• Draft coordination

Revision Management

• Change tracking

• Review cycles

• Update coordination

Vendor Communication

• Standardized requests

• Clear expectations

• Reduced back-and-forth

Portfolio Management

• Consistent documentation

• Better file organization

• Improved accessibility

Approach

Standard Naming Conventions

Establish consistent file naming and version management practices.

Centralized Figure Assets

Create a common location for source files, revisions, and approved figures.

Defined Revision Processes

Standardize how figure changes are requested, reviewed, and approved.

Team Training

Ensure all participants understand and follow the same workflow standards.

Why This Matters

Patent teams increasingly manage large volumes of applications, revisions, and figure assets.

Without standardized workflows, even small inconsistencies can create significant operational friction.

Figure management is often overlooked as an administrative task, yet it can directly affect responsiveness, quality, and collaboration.

Standardization helps teams scale more effectively while maintaining consistency across practitioners and support staff.

Results

By implementing standardized figure management practices, the prosecution team improved consistency, reduced confusion, and streamlined collaboration across attorneys, agents, paralegals, and vendors.

The result was a more organized and efficient workflow that supported higher filing volumes without increasing operational complexity.

Standardize Figure Management Across Your Team

Learn how IP DaVinci Workflow System helps patent teams improve figure management, workflow consistency, team collaboration, and operational efficiency.