Patent & Trademark AI Examiner

Principal workflows

• Understand the application: The tool reads the claims, specification and classification of a patent application, or the mark, goods and services of a trademark application, and breaks them into the elements a search needs to cover.
• Search: Each claim element or mark is searched across the patent, literature and trademark sources your office makes available, using meaning as well as keywords, and across languages where the source supports it.
• Review: The examiner reviews ranked results with the matching passages highlighted against each claim element, marks what is relevant and why, and sets aside the rest.
• Record: The examiner's selected references, claim chart and search history are exported to the office's case system to support the action the examiner writes. The tool does not write or issue office actions.

Who uses it

• Patent examiners and supervisory patent examiners in a national intellectual property office
• Trademark examining attorneys and their managers
• Search and classification specialists who support examination
• Quality assurance staff who review the completeness of searches
• Office leadership and oversight bodies who need to see how AI is used in examination

Reporting

• Applications searched, by art unit or examining law office
• Sources searched and references cited, by technology area
• Share of tool-suggested references examiners accepted or rejected
• Quality review findings on search completeness
• Searches reopened after claim amendments
• AI model versions in use and the applications they touched

Features

• Claim element breakdown: Claims are split into elements so each one can be searched and charted separately; the examiner can edit the breakdown.
• Meaning-based search: Documents are found by what they describe as well as the words they use, alongside conventional keyword and classification searches.
• Cross-language search: Documents in other languages are searched and shown with machine translations, clearly marked, for the examiner to check against the original.
• Non-patent literature: Scientific and technical literature from sources your office licenses is searched in the same step as patent documents.
• Highlighted passages: Each result shows the passages that match each claim element, so the examiner can judge relevance without reading the whole document first.
• Claim charts: Passages the examiner accepts are assembled into a claim chart by element, ready to export to the case system.
• Similar-mark search: Trademark applications are searched for registered and pending marks that look, sound or mean alike, with overlapping goods and services shown.
• Design element search: Marks with design elements are searched by the design codes your office uses, alongside the words in the mark.
• Complete search history: Every query, source, date and result the examiner reviewed is kept as the record of the search.
• Examiner-controlled relevance: Only the examiner marks documents as relevant; the tool's ranking is a suggestion and is labeled as one.
• Quality review view: Reviewers see the search history and selected references beside the action that followed, and record their findings.
• AI use record: Each application records which AI functions were used, which model version produced the results and what the examiner accepted or rejected.

Integrations

• Case management system: Applications, claims, classifications and assignments from your office's examination case system, by API or scheduled transfer.
• Patent document collections: Published patent documents from the collections your office holds or receives under its data exchange arrangements, indexed during implementation.
• Non-patent literature sources: Scientific and technical literature from the databases your office licenses, searched under the terms of those licenses.
• Trademark register: Registered and pending marks, goods and services, and design codes from your office's trademark records.
• Single sign-on: Staff sign in through your identity provider (SAML or OpenID Connect), including PIV-backed authentication where your office uses it.
• Work API: Search activity, AI use records and quality review results available to your data warehouse and reporting tools through the Moraph Work API.

Deployment

• Moraph cloud, United States: Hosted and operated by Moraph in the United States region, with data kept in the US.
• Dedicated environment: A single-tenant environment for offices that require isolation, including isolated model hosting, scoped in the proposal.
• With a managed service: Optionally run alongside a Moraph managed service for administration, source updates and integration support.

Security and privacy

• Confidential applications: Unpublished application content is visible only to the people assigned to it and their supervisors, supporting the confidentiality the law requires.
• No training on your applications: Application content and examiner decisions are not used to train models shared with other clients.
• United States hosting: Data is hosted in Moraph's United States region only, and support tickets from federal clients are handled only by US citizens with active security clearances.
• Encryption and keys: Client data is encrypted, with keys Moraph staff cannot use without explicit, time-bound authorization.
• Complete audit trail: Every search, view, relevance decision and export is logged with the person and time, and cannot be edited.
• Tested releases: Every release passes security testing gates before it ships, and a software bill of materials is maintained for the product. Moraph is SOC 2 Type II and ISO/IEC 27001 audited.

Limitations

• It does not decide patentability or registrability. Examiners decide what is relevant and make every determination, and the office's procedures apply.
• It can miss relevant prior art or conflicting marks. Its results supplement, and do not replace, the examiner's own search.
• It searches only the sources your office makes available and licenses. Coverage of any source depends on what that source contains.
• Machine translations can be wrong; examiners should check relevant passages against the original or an official translation.
• It does not write or issue office actions; it exports references, claim charts and search history to your case system.
• Moraph holds no FedRAMP authorization for this product. We provide control documentation to support your office's own authorization decision.
• It is not designed for classified information, including applications under secrecy orders, which must be handled outside it.
• Ranking quality varies by technology area and should be reviewed periodically with quality assurance staff.

Next steps

Book a demonstration or a technical briefing at www.moraph.com/solutions/patent-and-trademark-ai-examiner. Purchasing routes and company information: www.moraph.com/how-to-buy.