OttoFlow™ IDS Manager
Information disclosure statement software that reads the forms for you.
OttoFlow™ IDS Manager captures prior art, removes duplicates, propagates citations across the family, and generates SB/08 forms — inside the full platform, or on its own alongside the docket you already have.
The duty of disclosure
For a large corporate family, disclosure is a graph problem.
Every citation in one family member may need to reach every other. As families grow across continuations and foreign counterparts, tracking what has been cited where becomes one of the most labor-intensive, deadline-sensitive tasks in prosecution.
A missed reference isn’t a clerical footnote. It’s a potential inequitable conduct argument against the patent that issues. OttoFlow™ IDS Manager models the family, reads the forms, propagates the citations, and prepares the filing.
How it works
Six steps take a reference from capture to filing.
1
Capture
PTO-892, Form 1449, and SB/08 documents pulled from the file wrapper or uploaded.
2
Extract
AI reads the citation tables from either form layout into structured rows.
3
Review
Promote, decline, or link each row; unique-identifier matching removes duplicates.
4
Propagate
Relationship-based and pool-based propagation across the family, with blocking rules.
5
Generate
SB/08 forms generated per matter for e-filing, with cited status tracked.
6
Track
§1.97 fee windows are tracked for every reference — and, in the full platform, IDS deadlines are docketed by the engine.
Capabilities
Built for families. Not single matters.
Continuous multi-channel ingestion
Daily USPTO filings, applicant-filed IDSs across family members, IP5 and Global Dossier citation data, and foreign associate emails read by an AI email agent.
Two-level deduplication
Patent literature matched by publication number, and non-patent literature by title, author, and DOI — against the matter and a master reference list.
A configurable cross-citation engine
Art propagates across parents, siblings, continuations, and cross-cite pools by client-defined relationship depth and relevance filters (X, Y, or A citations).
People decide what gets cited
Every reference lands in one review dashboard, with optional AI relevance scoring. Attorneys keep disposition and signature authority; SB/08 drafts wait for signature.
Also built in
A dedicated inbox for each firm or client where foreign associates send art notices
First-receipt timestamps and §1.97 fee-window alerts before fees are triggered
A firm-wide dashboard of pending references by age, fee window, and attorney
Automatic enrollment of newly filed and acquired matters, and their family members
Licensing
Run it inside OttoFlow or on its own.
IDS Manager is part of the full OttoFlow™ platform — and a focused licensing mode for firms that keep their docket elsewhere.
OttoFlow™ Full
OttoFlow™ IDS Manager
What it is
Your system of record
A focused module alongside your current IP management system
Replaces
Your current IP management system
Nothing — it runs alongside the docket you have
Docketing engine
Full: 1,853 procedures, 63 rule sets
Not included — IDS fee windows are still tracked
What you see
All 17 tabs of the matter record
Matters, references, PTO data, documents, related matters
Core job
Run the whole prosecution operation
Citation management and SB/08 generation
Licensed to
Law firms and corporate IP departments
Law firms and corporate IP departments
Who it serves
Law firms file the IDS. Companies own the risk.
Law firms
Meet duty-of-candor requirements without checking inboxes by hand
Give paralegal and associate hours back to substantive work
Stay accurate through workload spikes and staff transitions
Corporate IP departments
See how prior art is cited across domestic and international filings
Spend fewer outside-counsel hours on routine IDS preparation
Keep inputs isolated on U.S.-based infrastructure
Prefer we prepare them for you? See IDS Management Services.
Explore OttoFlow™
Keep exploring OttoFlow.
The platform
Docketing, prosecution, IDS, reporting, portals, and security on one record.
See the platform →Why OttoFlow
Why software, not billable hours, takes the touches out of prosecution.
Read why OttoFlow →The docketing engine
A rule engine that computes every deadline, with provenance on every date.
See the docketing engine →AI & automation
The prosecution console, the MCP controller, and AI tools built on the docket.
See AI & automation →Stop chasing references across the family.
See IDS Manager on a representative family — from PTO-892 capture to a signed SB/08.