$212M
Outside counsel spend YTD
3.1% under plan
$18.4K
Cost per granted patent, art-unit adjusted
Firm median $21K · OAs per grant 2.6
$9.8M
Net realized savings, reconciled to payment
4.6% of reviewed · 93% retained after appeals
$46K
Cost per resolved MDL claimant
Program median $41K
18
Renewals due within 60 days (business relevance unconfirmed)
$90K · dual sign-off pending
$2.1M
Unresolved FY28 IP budget gap after modeled actions
Decision due 31 Oct
$31.2M
Proposed month-end accrual
Firm WIP $19.8M + predicted $11.4M
418
Invoices pending review
22 need your decision
Proactive insights
5 new1 action required2 decisionsRanked by expected dollar impact · filtered to your roleAction requiredContinue vs abandon. 41 families in Art Unit 1600 have reached a third office action; expected cost to allowance $14.2K each with p(allowance) 0.38. Business owners confirm relevance for only 19. Expected avoided spend $0.6M.
Review 41Decision neededOffice-action count. Firm Q averages 3.6 office actions per grant in AU 1600 vs 2.1 for Firm P on comparable claims; $1.9M over the next filing cohort. Draft reallocation prepared.
Open draftProposalAssignment rule candidate. Routing new GLP-1 formulation families to Firms P and R saves $1.4M/yr at equal allowance rate and 4 months faster to grant.
SimulateProposalFixed-fee candidate. Office-action responses in AU 1600 show CV 0.22 across 310 units. Quote $3,400 (p60) with a 10% uplift for final rejections.
Build quoteDue 5 OctAccrual. Proposed accrual $31.2M includes $11.4M of predicted unbilled prosecution and MDL work. Firm-only accrual last quarter under-stated by 27%.
Review accrualDecision neededFY28 IP budget. Filing volume explains $2.9M of a $4.1M variance; renewal pruning and firm reallocation recover $2.0M; $2.1M remains.
Open scenariosProposalRule retune. OCG-3.2 translation at cost is catching 14% of agent invoices; OCG-5.1 claim-count cap is losing power as firms split filings. Draft v2026.2 ready.
Open draft packFirm value curve
Cost per granted patent, art-unit adjusted, last 24 monthsSame allowance rate band (0.71–0.78) across all seven firms. Firm Q is flagged for office-action count.
Ask Spend · "Which firms would you move Firm Q's AU 1600 drafting to?" → Firms P and R have capacity for 120 more families each. Expected saving $1.9M over the cohort at equal allowance rate. Open the simulation.
The write-down is the wrong trophy
Fee-schedule adjustment rate ranks Firm Q first; cost to allowance at equal allowance rate ranks it last.Adjustment rate · ignore for firm choice
Firm Q
5%
Firm S
7%
Firm P
8%
Firm R
9%
Cost to allowance vs cohort · the sort
Firm P
−22%
Firm R
−14%
Firm S
−6%
Firm Q
+46%
Cheapest on the bill, most expensive to allowance. Firm Q files broad claims and absorbs 3.6 office actions per grant; Firm P narrows at OA1. The schedule discount is the wrong trophy. Open patent portfolio.
Executive decisions this week
Each has an owner, a deadline, a baseline and a follow-up date| Decision | Owner | Due | Evidence | Follow-up |
|---|---|---|---|---|
| Approve abandonment review for 41 third-OA families AU 1600; relevance unconfirmed for 22 | Head of IP · business owners | 9 Oct | Cohort n=240 · p(allowance) 0.38 | Allowance or lapse at next deadline |
| Approve routing rule: GLP-1 formulation families to Firms P and R Capacity and conflicts to confirm | IP operations | 15 Oct | Cohort n=180/210 · p20–p80 shown | OAs per grant, 2 cohorts |
| Fund or accept the $2.1M FY28 IP gap After $2.0M of modeled actions | General counsel · CFO | 31 Oct | Variance decomposition | Quarterly reforecast |
Where the money is decided
FY27 YTDFirm selection by art unit$4.2MProsecution gates and renewal pruning$2.6MInvoice review, realized$9.8MFixed-fee and rate negotiation$1.1M
A recommendation shows its trigger, cohort definition and exclusions, sample size, freshness, uncertainty, the status-quo option, who can approve, what is reversible, and the follow-up measure. A forecast is useful when it changes a decision.