PRACTITIONER CASE STUDY

Attorney Edits Flowcharts in Minutes Instead of Days

A patent practitioner reduced revision delays, improved inventor responsiveness, and accelerated patent preparation by performing routine flowchart updates internally.

Situation

A patent practitioner regularly handled software and business method inventions containing process flowcharts and system diagrams.

Small figure revisions frequently occurred during inventor interviews, drafting, prosecution, and client review.

Previously, even minor updates required communication with an external drafting vendor.

Although the vendor provided quality work, the process introduced delays for changes that often required only a few minutes of editing.

The practitioner sought a way to respond more quickly while continuing to use external drafting resources when appropriate.

Key Outcomes

Faster Revisions

Routine flowchart updates could be completed immediately rather than waiting for vendor turnaround.

Improved Responsiveness

Inventor and client feedback could be incorporated during active discussions.

Reduced Bottlenecks

Fewer revision requests needed to be routed through external resources.

Better Workflow Control

The practitioner gained greater visibility and control over figure-related work.

Where Improvements Occurred

Inventor Interviews

• Live workflow discussions

• Process clarification

• Embodiment updates

Application Drafting

• Flowchart refinement

• Figure development

• Specification alignment

Client Review

• Revision requests

• Figure corrections

• Technical feedback

Patent Prosecution

• Examiner responses

• Figure amendments

• Continuation filings

Approach

Maintain Vendor Relationships

Continue using professional drafting vendors for specialized and complex work.

Handle Routine Edits Internally

Perform common flowchart and diagram revisions directly when appropriate.

Standardize Templates

Create reusable figure structures that simplify future updates.

Improve Collaboration

Enable more direct communication between practitioners and inventors.

Why This Matters

Many patent practitioners encounter situations where small figure changes create disproportionately large delays.

As software, AI, and process-based inventions continue to grow in importance, flowcharts and system diagrams are becoming increasingly common.

Internal editing capability allows practitioners to respond more efficiently while still leveraging external vendors when needed.

The result is often a more flexible and responsive patent workflow.

Results

By developing the ability to make routine flowchart updates internally, the practitioner reduced revision delays and improved responsiveness throughout the patent preparation process.

External drafting vendors remained an important resource, but no longer represented a bottleneck for everyday figure revisions.

The result was a more efficient workflow, better collaboration with inventors, and greater control over patent figure communication.

Improve Figure Workflow Efficiency

Learn how IP DaVinci Workflow System helps practitioners, agents, attorneys, and patent teams improve figure management, reduce revision delays, and strengthen patent communication workflows.