Routine client reporting throughout the patent prosecution process is essential, but it can also become one of the most time-consuming administrative responsibilities for patent professionals. Every stage of the patent prosecution process requires clear, timely communication that clients expect and deserve.
Manually preparing those updates takes attorneys and support staff away from higher-value work. It can also lead to inconsistent messaging, delayed reporting, and unnecessary administrative effort.
Black Hills AI helps patent professionals automate routine client communications while maintaining the accuracy, consistency, and attorney oversight required throughout the patent prosecution process. One way it does this is through BHAI Notify, which automatically generates professional client report outs whenever key patent events occur. Using information already captured through Black Hills AI’s docketing system, it creates branded communications that can be reviewed before sending or delivered automatically, giving your firm greater efficiency without sacrificing oversight.
To support the different ways firms manage patent portfolios, Black Hills AI offers three BHAI Notify reporting packages. Each package is designed to automate client communications while providing the level of reporting your practice needs, whether you primarily manage U.S. patent applications or international filings.
How BHAI Notify Simplifies Client Communications
BHAI Notify automates client report outs by generating professional communications whenever key patent events are recorded in your firm’s docketing system. Instead of manually drafting emails or gathering case information for every update, it automatically populates pre-written templates with the relevant application details, including filing dates, application numbers, attorney information, client reference numbers, and other case-specific data.
Your firm maintains complete control over the process. Notifications can be sent directly to clients or routed to your team for review before they are delivered. Every communication is customized with your firm’s logo, contact information, and disclaimers, creating a consistent client experience while reducing repetitive administrative work.
Rather than replacing attorney communication, BHAI Notify supports timely, accurate client updates while allowing attorneys and support staff to spend less time on routine reporting and focus more on strategic legal work.
Standard U.S. Prosecution Package
For many firms, the Standard U.S. Prosecution Package provides the foundation for consistent client communication throughout the patent prosecution process. The package automatically generates report outs for key prosecution events, keeping clients informed without requiring your team to manually prepare routine status updates.
Each notification is triggered by activity within your docketing system and populated with the relevant case information before being delivered using your firm’s branded templates. This ensures clients receive timely, professional communications while reducing the administrative effort required to manage routine reporting.
By automating routine reporting, your attorneys and support staff can spend less time managing repetitive communications and more time focusing on client strategy, patent prosecution, and other high-value legal work.
Filing Receipt Add-On Package
Not every patent application follows the same path, and your client communications should reflect those differences. The Filing Receipt Add-On Package expands BHAI Notify with application-specific report outs that provide clients with the information most relevant to each filing type, including non-provisional, provisional, priority chain, national phase, and design applications.
Rather than sending a generic filing notification, each report out automatically includes the details that matter most for that application. Depending on the filing type, clients receive information such as priority claims, parent application details, statutory deadlines, and other important filing information, giving them greater visibility into the prosecution process without requiring additional work from your team.
This targeted approach provides more meaningful client communication while reducing the need for attorneys and support staff to customize routine updates for every filing.
PCT Add-On Package
If your firm manages international patent applications, client communication becomes even more complex. The PCT Add-On Package extends automated client communications beyond U.S. prosecution by generating report outs for key Patent Cooperation Treaty milestones throughout the international phase.
Each communication is tailored to the specific event, providing clients with relevant information about international filing receipts, publication, search reports, patentability assessments, and other important developments. By automatically incorporating the appropriate case data into every report, BHAI Notify helps ensure clients receive accurate, timely updates throughout the PCT process.
Whether your practice manages a handful of international applications or a global patent portfolio, the PCT Add On Package provides a consistent approach to client reporting while reducing the administrative effort required to communicate important milestones across jurisdictions.
Why Automated Client Communications Matter
Clear, consistent patent client communication is an important part of delivering exceptional legal service, but routine reporting shouldn’t take time away from the work that requires your expertise. Automating client communications helps your firm provide timely updates while reducing the administrative effort required to manage every prosecution milestone.
Every BHAI Notify report is generated using information already stored in your docketing system, ensuring clients receive accurate, professional communications that reflect your firm’s branding and preferred review process. Whether you choose the Standard U.S. Prosecution Package, the Filing Receipt Add-On Package, or the PCT Add-On Package, each option helps create a more consistent client experience while supporting a more efficient patent prosecution workflow.
Improve Client Communication Without Increasing Administrative Work
No two patent practices have the same client communication needs. Whether you’re looking to automate routine U.S. prosecution updates, provide more detailed filing notifications, or improve communication throughout the international patent process, BHAI Notify offers flexible reporting packages designed to fit the way your team works.
Black Hills AI helps patent professionals reduce administrative work without sacrificing the accuracy, consistency, and attorney oversight their clients expect. Contact the Black Hills AI team to learn which BHAI Notify package is the best fit for your practice.