Release Notes

Public product updates are grouped by release week and loaded in batches as you scroll.

Release Week

Versions Released: 3.3.1, 3.3.1-hotfix, 3.3.2

Week Of:

  • Added quick filters to help teams find and review disclosures more efficiently.
  • Added breadth-oriented feature assessments with clearer indicators for reviewing innovation coverage.
  • Improved connected search workflows with clearer tool behavior, more reliable result ordering, and support for numeric queries.
  • Added product feature generation and matching views for relating product capabilities to portfolio records and claim coverage.
  • Improved trademark portfolio imports by recognizing additional jurisdiction names and preserving more trademark class information.
  • Improved Ideas filtering so unidentified innovators do not create misleading results or pagination gaps.
  • Refreshed the disclosure review layout in both standard and Kids Mode, with clearer navigation and easier access to common actions.
  • Improved loading behavior across Art Charts, disclosures, Ideas, and portfolio views, especially when pages contain larger result sets.

Release Week

Versions Released: 3.2.13, 3.2.14, 3.3.0

Week Of:

  • Added more flexible idea discovery requirements and an Innovator filter with counts across results, charts, pagination, exports, and bulk actions.
  • Expanded trademark portfolio imports to support paired class columns and embedded images in spreadsheets.
  • Improved prior-art and feature search with more reliable patent-specification citations, passage handling, and recovery from partial source results.
  • Added clearer user-facing messages when AI-assisted actions are unavailable or cannot be completed.
  • Aligned portfolio recommendation labels so the highest recommendation is presented consistently as High.
  • Added configurable disclosure workflow stages with clearer status metrics and review-stage actions.

Release Week

Versions Released: 3.2.12

Week Of:

  • Added drag-and-drop disclosure submission for paralegals.
  • Added organization controls to hide selected custom disclosure fields from inventors.
  • Added support for using public GitHub repositories, issues, and wikis as manually submitted prior-art sources.
  • Added review previews for web links detected in uploaded disclosures before they are used as prior-art sources.
  • Preserved saved portfolio views after editing a case or portfolio asset.
  • Improved non-patent literature search and citation handling, including cleaner records when source fields are blank.
  • Improved feature search processing for batched source passages and partial evidence recovery.
  • Improved processing estimates by excluding the lowest-priority queue from customer-facing time estimates.

Release Week

Versions Released: 3.2.9, 3.2.10, 3.2.11

Week Of:

  • Added bulk PDF downloads for standalone Art Charts, including support for additional chart types.
  • Added XLSX export for Basic Search charts with formatted links while keeping CSV export available.
  • Expanded disclosure downloads with more selectable fields, email delivery options, and organization-visibility controls.
  • Added connected AI workflow support for searching and updating portfolio assets with validated filters and custom fields.
  • Added connected AI workflow support for updating Art Charts and keeping chart feature data aligned.
  • Added connected AI workflow support for updating disclosures and managing disclosure information more directly.
  • Added support for Claude clients in OAuth-based integrations.
  • Enabled organization administrators to view their organization's analytics.
  • Improved Market Intelligence results by ranking patent families using independent-claim relevance.
  • Improved prior-art and infringement workflows with more reliable previews, comparisons, filtering, and active-case status handling.

Release Week

Versions Released: 3.2.8

Week Of:

  • Improved portfolio asset scoring so assessments are completed more reliably when portfolio records are linked or updated.
  • Added clearer messaging to Idea Discovery when ideas exist but none match the selected filters.
  • Added OpenID Connect support for organization sign-in integrations and authorization flows.
  • Improved prior-art analysis consistency so displayed analysis results and scores stay aligned.
  • Added the ability to merge disclosures into an existing primary disclosure while preserving the primary record's workflow and content.
  • Improved portfolio page responsiveness by loading portfolio information more efficiently.

Release Week

Versions Released: 3.2.4, 3.2.5, 3.2.6, 3.2.7

Week Of:

  • Improved disclosure organization filters so teams can narrow disclosure views by relationship and find related records more easily.
  • Added disclosure export support for claims and improved disclosure tag search so exported and searchable disclosure content better reflects user-entered details.
  • Improved disclosure drafting from ideas and supporting materials with more source-grounded summaries and more reliable background processing for longer drafting work.
  • Added bulk sharing controls for disclosures, including clearer sharing options, progress handling, and notification updates for outside collaborators.
  • Added a matter number field to infringement charts so teams can keep chart work aligned with their internal matter tracking.
  • Expanded Market Intelligence searches with broader jurisdiction selection, default jurisdiction settings, and filtering options for expired patents.
  • Updated prior-art quick filters to make included and excluded references behave more consistently across chart review workflows.
  • Improved product and infringement filtering, including clearer product filter behavior and infringement result filtering by expiration status.
  • Added organization controls for committee auto-advance behavior and clearer naming for repeated disclosure review stages.
  • Improved product document attribution so uploaded product materials display the most relevant uploader information.

Release Week

Versions Released: 3.2.2, 3.2.3

Week Of:

  • Added organization controls for prior-art search behavior so teams can tune web-based discovery for disclosure and chart workflows.
  • Improved prior-art web search handling with better result selection, clearer requested-result limits, and more predictable behavior when users remove references from a chart.
  • Added bulk outside-counsel assignment controls for disclosures, including progress updates and clearer selection summaries.
  • Improved disclosure assignment options so eligible portfolio managers can appear in assignee selections even when they do not yet have assigned disclosures.
  • Added unanimous committee voting behavior for automatic workflow progression and made committee vote discussions clearer by showing related committee context and revocations.
  • Expanded patent committee permissions for advanced views and separated generated-claim review from feature review for clearer claim analysis.
  • Improved portfolio bulk uploads so patent application types are preserved more reliably, including custom values and updates that omit a type.
  • Added portfolio law-firm linking support with warnings when assignments are not connected to onboarded firms.
  • Improved competitor-product loading so document-backed product views avoid unnecessary broad queries.
  • Tightened organization-scoped admin visibility for ideas, charts, and related attachment access.

Release Week

Versions Released: 3.2.0, 3.2.1

Week Of:

  • Added inventor search so users can find inventor-related records more directly.
  • Added disclosure creation from existing ideas to make it easier to move promising ideas into the disclosure workflow.
  • Improved disclosure merge workflows so related disclosure content can be consolidated more reliably.
  • Added product document URL support and CSV downloads for extracted product concepts, including single-document and all-document exports.
  • Improved prior-art web searching with organization-level search behavior controls, better handling of requested result limits, and more predictable removed-reference behavior.
  • Improved claim review by flagging likely invalid claims and clarifying claim preamble detection and visualization.
  • Expanded keyword search handling so punctuation, separators, and mixed formats produce more intuitive search results across ideas, disclosures, patents, and charts.
  • Improved attachment cleanup so documents with generated descriptions can be deleted consistently from disclosure and portfolio views.
  • Improved account recovery by letting users request a new activation link when the previous link has expired and by clarifying reset-password wording.
  • Added bulk outside-counsel assignment controls for disclosures, including progress updates and clearer selection summaries.

Release Week

Versions Released: 3.1.9

Week Of:

  • Added more granular art chart access controls so organizations can tune role access by analysis type.
  • Improved user role settings with clearer role naming, homepage placement, and easier-to-find permission expansion controls.
  • Added product research activity visibility on product pages and improved product document discovery so results stay better aligned with the intended product context.
  • Improved Portfolio bulk uploads by refreshing completed upload results while keeping the upload summary visible.
  • Improved chart source links so prior-art references, citation previews, source pages, and attachment downloads route more consistently.
  • Improved repeat chart runs by carrying forward strong prior comparisons for more consistent follow-up analysis.
  • Expanded related-idea discovery with richer topic matching and optional date, organization, and search-mode filters.
  • Improved note notification emails with clearer linked-content labels and more readable multi-line comments.
  • Added a patent committee review and voting guide for eligible users.
  • Updated portfolio and trademark forms to better reflect optional asset details and filing-date terminology.

Release Week

Versions Released: 3.1.7, 3.1.8

Week Of:

  • Added organization-configurable email multi-factor authentication for password sign-ins while leaving SSO sign-in flows unchanged.
  • Added role-level home page settings so organizations can send different user roles to Ideas, Disclosures, Search, or the site default after sign-in.
  • Added more granular disclosure access controls for advanced disclosure views.
  • Improved organization settings performance by loading tag editor data only when users open tag-related settings, with loading and retry states.
  • Added law-firm paralegal auto-assignment controls directly in law-firm organization settings for disclosure workflows.
  • Improved Market Intelligence loading by fetching segment data incrementally instead of loading all segment and participant details up front.
  • Improved Portfolio usability with fixes for pinned columns, popovers, and active-case metric loading.
  • Improved disclosure timestamps so key dates display in the viewer's local browser time, with exact local timestamps available on hover where applicable.
  • Added support for extracting embedded vector images from Office documents when the document-processing environment can convert them.
  • Reduced infringement chart progress update noise so long-running chart work refreshes with smaller, less frequent progress updates.

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