Sub-function
IP Portfolio
Owns IP matter work end to end inside Legal. Runs 3 lines across 19 stations, drains the repeatable share into no shared tower, and holds 4 human gates.
Estate rating
BBB
73 / 100
Search, docketing and renewals are automated. Whether to file, abandon or enforce a patent is a capital and strategy decision a committee makes.
Agents
8
Lines
3
Units / wk
10,374
Timetable vs actual
17.6h → 14.5h
Cost / unit
$2.30
was $8.10
Run-rate saving
$3.1M
annualized at this volume
The 8 agents running this sub-function
Grouped by what they are for, not by where they sit. The agent org is process-shaped.
IP Orchestrator
Owns the ip portfolio lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.
ceiling A3 · escalates to Escalates to Chief IP Counsel when the unit falls outside the decision envelope or confidence drops below the floor.
Invention Disclosure Agent
Executes the ip portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to Chief IP Counsel when the unit falls outside the decision envelope or confidence drops below the floor.
Prior Art Search Agent
Executes the ip portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to Chief IP Counsel when the unit falls outside the decision envelope or confidence drops below the floor.
Filing Calendar Agent
Executes the ip portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to Chief IP Counsel when the unit falls outside the decision envelope or confidence drops below the floor.
Renewal & Annuity Agent
Executes the ip portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to Chief IP Counsel when the unit falls outside the decision envelope or confidence drops below the floor.
Infringement Watch Agent
Watches ip portfolio continuously. Detects drift, quantifies it, and routes what matters without waiting for a reporting cycle.
ceiling A3 · escalates to Escalates to Chief IP Counsel when the unit falls outside the decision envelope or confidence drops below the floor.
IP Strategy Agent
Authors positions on ip portfolio. Frames the question, models the options, and writes a recommendation a human can ratify or reject.
ceiling A3 · escalates to Escalates when two options sit inside the confidence band and the evidence cannot separate them.
IP Portfolio Challenger Agent
Adversarial reviewer for ip portfolio. Argues the opposite case on every position and flags where the evidence does not carry the claim.
ceiling A3 · escalates to Escalates when a ratified position is still running against a break condition it flagged.
Estate rating breakdown
Seven control dimensions. Judgment readiness runs against autonomy on purpose.
People
What the humans stopped doing, and what they do now.
Roles held flat; released hours absorbed volume growth rather than headcount reduction.
Lines running in this sub-function
Each line is a workflow. Click a line to walk it station by station.
Strategy positions this sub-function holds
An agent that only executes is a robot. These are the calls it made, the argument against each one, and what would prove it wrong.
Portfolio Strategy Position
Draftv4Should IP matter work stay in the shared transaction spine, or come back inside the function where the context lives?
Hold the ceiling at A3 for ip portfolio. Search, docketing and renewals are automated. Whether to file, abandon or enforce a patent is a capital and strategy decision a committee makes. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
confidence
74%
The challenge — IP Portfolio Challenger Agent
IP Portfolio Challenger Agent argues the recommendation leans on 5 quarters of data from a period with no volume shock. The confidence band overlaps the alternative, and the position does not say what it would take to be wrong. Recorded as a dissent, not a block.
Break conditions
- ·Override rate rises above 6 percent for two consecutive months
- ·Cost per IP matter stops falling while volume keeps rising
- ·A control failure in this lane reaches a customer or a regulator
Evidence gaps
- ·No independent test of the control evidence behind the touchless rate
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $762k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $1675k to build controls | Override rate is 12 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $91k transition | Loses local context. Rework risk on the cases that are hardest to recover. | under review |
IP Portfolio Operating Position
Rejectedv1What operating shape carries twice the current IP matter volume without adding headcount, and what breaks first if we are wrong?
Keep the repeatable IP matter volume in the spine and pull the exception tail back into the function. The spine is cheaper per unit; the tail is where the context that prevents rework actually sits.
confidence
60%
The challenge — IP Portfolio Challenger Agent
IP Portfolio Challenger Agent argues the recommendation leans on 4 quarters of data from a period with no volume shock. The confidence band overlaps the alternative, and the position does not say what it would take to be wrong. Recorded as a dissent, not a block.
Break conditions
- ·Override rate rises above 14 percent for two consecutive months
- ·Cost per IP matter stops falling while volume keeps rising
- ·A comparator publishes a materially lower unit cost on a like-for-like basis
Evidence gaps
- ·No external comparator on a like-for-like unit definition
- ·Exception cases under $23k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $325k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $871k to build controls | Override rate is 6 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $786k transition | Loses local context. Rework risk on the cases that are hardest to recover. | under review |
Policy register
The rules the agents above are bound by. Version, owner, approver, and the agents each rule constrains.
| Ref | Rule | Scope | Owner agent | Approved by | Version | Status |
|---|---|---|---|---|---|---|
| LG6-POL-200 | IP Portfolio Decision Envelope Agents in this lane may act without a human when the IP matter sits inside the stated value, risk and confidence envelope. Outside it, the unit holds at a gate with a named approver and a running clock. binds 4 agents · US · Canada | envelope | IP Orchestrator | Chief IP Counsel | v1.2 | Active |
| LG6-POL-201 | IP Portfolio Evidence Standard Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. An action with no evidence record is treated as a control failure, not a fast decision. binds 4 agents · EU · UK | evidence | IP Orchestrator | Chief IP Counsel | v4.4 | Active |