AI-powered patent filing SaaS platform
AI-powered patent filing SaaS platform
This AI-powered patent filing SaaS platform was built to help inventors and early-stage startups move from idea to patent-pending faster, without depending entirely on expensive legal processes or fragmented DIY tools.
As the platform evolved, patent drafting required more than just AI-generated text. Users needed structured guidance, reliable generation workflows, subscription-based collaboration, and a system capable of handling large-scale drafting operations without manual intervention.
Without a scalable architecture, AI generation became difficult to track, review, and manage consistently. Long-running generation tasks created delays, partial outputs caused workflow interruptions, and inventors lacked visibility into drafting progress throughout the filing journey.
2025 – Ongoing
Web application
Legal tech / IP SaaS
reduced manual effort in patent drafting and intake workflows
automated AI processing across generation and drafting pipelines
Key challenges and how we solved them
What was the client’s key challenge
Inventors and startups struggled to protect intellectual property without choosing between expensive patent attorneys and unreliable DIY filing tools. Existing options were either costly, slow, or lacked proper drafting guidance.
Many users were unsure how to structure applications, describe inventions effectively, or avoid critical filing mistakes. This often resulted in weak patent protection or abandoned filing attempts altogether.
AI draft automation
100%
Patent draft generation handled through fully automated AI workflows, reducing dependency on manual drafting processes.
What was our approach
Team Mallow built the platform with an AI-native architecture where every patent order maintained a dedicated ai_content record for storing, tracking, and reviewing generated content. Early planning focused on defining the AI generation lifecycle, intake structure, and regeneration workflows before implementation began.
Guided intake flows were created to mirror professional patent drafting processes. To improve scalability and user experience, synchronous AI calls were replaced with background jobs, status polling, and queued processing states. This enabled reliable AI generation, better visibility into drafting progress, and uninterrupted workflows across the platform.
Key functionalities delivered in the project
01
AI-assisted patent drafting
Guided intake questions power AI-driven patent generation workflows using attorney-developed templates. Output includes titles, background, claims, and abstract sections for structured draft preparation.
02
Background generation with polling
AI processing runs through asynchronous background jobs with queued and processing states visible to users. Section-level updates improve visibility and prevent blocking workflows.
03
Per-field and page-level AI generation
Dedicated AI generation endpoints support field and page-specific drafting workflows. Users can regenerate individual sections without rerunning the entire patent pipeline.
04
Subscription tiers and team plans
The platform supports individual and multi-seat subscription models with defined usage limits. Stripe webhooks manage trials, billing lifecycle events, cancellations, and plan updates.
05
Dual patent intake workflows
Separate intake journeys support software and apparatus patent types with mirrored AI workflows and shared validation checks for consistent draft coverage.
06
Role-based access control
Member, Admin, Specialist, and internal operator roles define permissions across drafting, approvals, billing management, and account-level visibility.
07
AI readiness and submission gates
Patent submissions remain gated until all required AI-generated sections are completed. Readiness checks validate title, background, claims, and abstract coverage before progression.
08
Google Docs export via Zapier
Automated webhook pipelines generate Google Docs outputs for review and collaboration, providing inventors and counsel with familiar document delivery workflows.
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Technologies and capabilities to build and scale
Technology stack
Services offered
Frontend development
Developed Hotwire-driven intake workflows with AI status polling, queued processing states, subscription management, and checkout experiences.
Backend development
Built scalable Rails architecture with background jobs, AI generation pipelines, Stripe billing, webhook handling, and role-based access controls.
Testing
Implemented RSpec, Factory Bot, and Capybara test suites covering AI workflows, intake validation gates, billing lifecycle, and permission handling.
How we approached and executed the project
Reviewed the existing AI workflow, identified latency and scalability issues, and designed a scalable architecture to improve reliability, maintainability, and long-term AI generation performance.
Redesigned the platform using a persistent AI-content model, enabling reliable regeneration, better traceability, improved lifecycle management, and future-ready AI feature expansion.
Implemented asynchronous AI processing with Sidekiq and Redis, improving responsiveness, reducing failures, and enabling scalable handling of long-running generation workflows.
Built dedicated intake and AI generation workflows with targeted regeneration, guided prompting, and stale-content handling for flexible multi-workflow content management.
Integrated Stripe billing using the Pay gem with webhook-based subscription lifecycle management, tier-based access enforcement, and scalable SaaS subscription handling.
Designed a role-based permission system controlling content creation, approvals, billing visibility, and operational actions to improve governance and secure collaboration.
Established end-to-end validation covering AI workflows, subscriptions, webhooks, and access controls to reduce regression risks and maintain stable production releases.
Designed around distinct user roles and their pain points
Admin
Core need
Manage users, subscriptions, billing, and organization-wide patent workflows.
Biggest pain
Handling team access, subscriptions, and workflows across growing accounts.
Full account control, subscription management
Super admin
Core need
Manage platform operations, support access, and global configurations.
Biggest pain
Supporting live platform operations without disrupting customer workflows.
Cross-account operations, platform administration
Member
Core need
Create and collaborate on patent drafts and intake submissions.
Biggest pain
Managing patent drafting without structured workflows or guided assistance.
Drafting focused, team collaboration
Attorney
Core need
Review and approve patent drafting and submission workflows.
Biggest pain
Reviewing inconsistent patent drafts across multiple client submissions.
Review workflows, approval-focused access
What impact did team Mallow deliver?
- Enabled inventors to move from guided intake responses to review-ready patent drafts within a unified workflow
- Automated generation of patent sections including title, background, claims, and abstract with visible progress tracking
- Eliminated browser-blocking AI generation through scalable background processing and queued workflows
- Supported recurring subscription revenue through individual plans, team tiers, and multi-seat account management
- Implemented role-based access controls for inventors, specialists, admins, and internal platform operators
- Built scalable architecture supporting new AI workflows, product lines, and subscription models without major rewrites
- Maintained continuous delivery across a live AI-powered legal-tech platform with reliable release and validation workflows
Explore more on what really goes into shaping our client's successful outcomes?
No two journeys here follow the same path. Each story captures a different starting point, set of constraints, and path to execution. As you explore our portfolio, you’ll see how priorities shifted, what trade-offs were made, and how decisions evolved in response to real-world challenges. It gives you a more complete view of what actually shapes outcomes, beyond just what gets built.
