Patent & Trademark Professionals
Patent- und Markenanwälte

Frequently Asked Questions (FAQs)

The best way to study these following FAQs is to turn them into a context for an LLM (such as ChatGPT, Claude, etc).
You can do so by copy/paste the following prompt:

“Read the following website so that I can ask you questions about it

https://trademarks-patents.com/technical-disclosure-harvesting-agent-faqs”

If you find that your questions are not answered in a comprehensive way, please send an email to

assist@trademarks-patents.com.

I. Understanding the Technical Disclosure Harvesting Agent

This section introduces the purpose of the solution, explains who it is designed for, and clarifies how it fits into the patent preparation process. It helps visitors understand why invention harvesting matters and how the Copilot differs from generic AI tools.

Many inventions are incomplete, inconsistent, or missing critical technical details.

The Technical Disclosure Harvesting Agent helps inventors and IP professionals capture invention information in a structured and guided way. This reduces follow-up interviews and improves the overall quality of invention disclosures.

The solution is designed for:

  • Inventors
  • Patent attorneys
  • In-house IP counsel
  • Patent engineers
  • Innovation managers
  • R&D organizations
  • Corporate patent departments

No.

The goal is NOT to replace patent attorneys. The goal is to reduce the time spent gathering, clarifying, and documenting invention information so attorneys can focus on legal strategy, claim drafting, and prosecution and inventors can invent. 

The Technical Disclosure Harvesting Agent assists with information gathering, structuring, and drafting support.

Patent professionals remain responsible for evaluating inventions, preparing patent applications, reviewing content, and managing filing strategies.

Yes.

Its primary purpose is technical disclosure harvesting and invention clarification before drafting begins.

It helps transform inventor conversations into structured technical disclosures and is one of the system’s main use cases.

Yes.

The Agent can support downstream patent drafting activities by producing structured, comprehensive technical disclosures that patent professionals can use as drafting input.

However, technical disclosure harvesting and invention disclosure generation remain the primary focus of the solution.

The Technical Disclosure Harvesting Agent is specifically designed for technical disclosure harvesting and patent workflows.

Rather than serving as a general-purpose chatbot, it focuses on helping inventors and IP professionals capture, structure, and develop patentable ideas.

Because most invention disclosures are incomplete.

The Technical Invention Harvesting Agent helps uncover missing details, structure inventor knowledge, and produce higher-quality invention disclosures with less attorney effort.

By improving disclosure quality at the source, organizations can reduce inefficiencies, accelerate patent preparation, and make better use of attorney time.

Most invention disclosures are incomplete, unclear, or require multiple follow-up discussions. The Agent helps inventors and patent professionals capture technical information more completely and identify missing details before drafting begins.

The Agent captures, structures, and analyzes information from inventor conversations, Teams meetings, transcripts, notes, figures, and invention disclosures. It reduces the risk that important technical details are forgotten, misunderstood, or omitted.

No.

The Agent is NOT a patentability search tool.

It helps capture and organize invention information. Patentability, novelty, inventive step, and filing decisions remain the responsibility of patent professionals.

Other tools often process inputs in external cloud environments or store them for training purposes. The Technical Invention Harvesting Agent runs inside your Microsoft tenant, does not store histories, and is therefore particularly secure and compliant.

The Technical Invention Harvesting Agent is fundamentally different from a standard AI chat like ChatGPT or Claude.

A typical AI chat:

  • reacts to user prompts
  • is unstructured
  • depends heavily on user input quality

The Technical Disclosure Harvesting Agent:

  • actively guides the user through a defined invention workflow
  • ensures that all relevant aspects (technical problem, solution, prior art, etc.) are captured
  • applies process control instead of open-ended interaction
  • produces a structured invention disclosure, not just text output

This is critical for IP use cases, where:

  • consistency
  • completeness
  • and traceability

are required.

In simple terms:
ChatGPT = conversation

vs.

Technical Disclosure Harvesting Agent = structured invention capture process

II. Technical Disclosure Harvesting Agent Workflow

This section focuses on the technical disclosure harvesting process itself. It explains how the Agent helps organizations capture inventor knowledge, improve disclosure quality, and transform conversations into structured invention disclosures.

No.

The system guides inventors through structured conversations and helps extract the technical information needed for a high-quality invention disclosure.

Yes. The Technical Disclosure Harvesting Agent operates within the Microsoft ecosystem and is designed to support Microsoft Teams-based invention harvesting workflows. Inventors and patent professionals can collaborate within their existing Microsoft environment.

Yes.

The Agent can analyze transcripts generated from inventor interviews and use them to improve invention disclosures.

The system is transcript-driven.

If Teams recording is not permitted, alternative transcript sources can be used, subject to company policies and available tools.

Yes.

The system can analyze invention-related materials, including technical drawings, figures, and diagrams, as part of the invention harvesting process.

Inventors often dislike filling in invention disclosure forms.

The TDH-Agent can guide inventors through a structured invention discussion and help generate higher-quality invention disclosures with less effort and fewer follow-up questions.

Yes.

The best way to evaluate the system is through a live demonstration showing:

  • An inventor interview
  • The resulting transcript
  • The generated invention disclosure
  • The resulting drafting output

This makes it easy to compare the workflow before and after using the Agent.

The Agent supports PNG, JPG, JPEG, BMP, TIFF, PPTs and one-page PDFs.

Each session processes a single file, keeping the workflow fast and stable.

Usually only a few seconds to minutes , depending on file size and content complexity.

The goal is always a quick response that you can use immediately.

If you are inactive or the session expires, your inputs are not saved.

You simply start a new session, without any risk that data remains unintentionally.

Yes — this is a core use case of the Technical Disclosure Harvesting Agent.

The system is designed to be used directly within R&D environments, enabling inventors to:

  • capture ideas at an early stage
  • structure technical problems and solutions
  • document inventions in a consistent, patent-oriented format

This creates a first structured layer of invention documentation before formal involvement of the IP department.

As a result:

  • fewer ideas are lost or under-documented
  • invention disclosures are more complete and consistent
  • collaboration between R&D and IP becomes more efficient

Important:
The Agent does not replace patent attorneys, but ensures that the input they receive is significantly improved.

III. Security, Compliance and Microsoft Ecosystem

For many organizations, particularly patent law firms and corporate IP departments, security and confidentiality are critical decision factors. This section addresses how the Agent operates within the Microsoft ecosystem while supporting enterprise governance, compliance, and data protection requirements.

Yes. The Technical Disclosure Harvesting Agent is designed for Microsoft environments and can coexist with Microsoft 365 Copilot deployments. However, Microsoft 365 Copilot is not required to use the solution.

Many IP departments have strict requirements regarding:

  • Confidentiality
  • Data protection
  • Document management
  • Auditability
  • Enterprise governance

The Microsoft environment provides integration with existing enterprise workflows, security controls, and compliance requirements.

No.

Customer invention data is not used to train public AI models.

This concern was explicitly discussed during the presentation because it is one of the most common questions raised by patent professionals.

Yes.

The TDH-Agent is designed to work alongside existing IP management systems, innovation management platforms, and established business processes.

Because it operates within Microsoft Teams, organizations can incorporate generated invention disclosures into their existing workflows. Specific integration requirements should be evaluated on a case-by-case basis.

The solution supports:

  • Existing IP management and innovation management platforms
  • Enterprise workflow alignment
  • Data governance requirements
  • Organizational change management
  • Corporate compliance and approval processes

As a result, organizations can improve invention harvesting while continuing to use the systems, processes, and governance frameworks already in place.

All inputs are processed exclusively within your Microsoft 365 tenant. AI processing is handled via a secure backend operated by Schweiger & Partners.

Within the TDH-Agent your data is handled in a hybrid but controlled architecture:

  • Your documents and inputs remain within your Microsoft 365 tenant
  • For AI processing, relevant data is temporarily processed via a secure Azure-based backend operated by Schweiger & Partners
  • This backend uses enterprise-grade services (e.g., Azure OpenAI) within a controlled and compliant environment

The key point is:
The TDH-Agent operates within your Microsoft ecosystem, while AI processing is performed in a secured, isolated processing layer designed specifically for IP-sensitive workflows.

Yes. The TDH-Agent meets the requirements of the General Data Protection Regulation (GDPR): all data stays within your tenant, there is no external storage, and no transfer to third parties.

For processing purposes, selected data is temporarily transmitted outside the tenant, but only within a strictly controlled and secure environment.

In the context of the TDH-Agent:

  • Data is transmitted only when required for analysis
  • Processing takes place within secured Azure infrastructure
  • There is no sharing across tenants or external systems
  • Data is not persistently stored outside your environment

In practical terms, this means:
Your data remains under your control, while processing happens in a secure, purpose-built extension of your environment.

No.

Within the TDH-Agent:

  • Your data is used only for the specific processing request
  • It is not used to train AI models
  • It is not retained for model improvement
  • It is not shared with third parties or other customers

This is particularly important for IP-related use cases, where confidentiality and data ownership are critical.

For the Technical Disclosure Harvesting Agent, the relevant component is Copilot Studio, not the basic Copilot chat.

In practice, the setup typically includes:

  • Copilot Studio Message Capacity (recommended)
    A fixed monthly package (e.g., ~25,000 messages), which enables stable and predictable operation of the agent

or

  • Pay-As-You-Go (via Azure)
    Usage-based billing, typically used in more advanced or large-scale environments

Additionally:

  • A Power Automate Premium license is required for the service account running the workflows

Important distinction:
A basic Copilot chat (e.g., web chat) is not sufficient, as the Invention Harvesting Copilot relies on:

  • structured workflows
  • backend integrations
  • controlled execution logic

In short:
The solution is not “just a chat”, but a custom Copilot Studio agent with dedicated infrastructure and licensing.

IV. Business Benefits and IP Workflow Impact

This section highlights the practical benefits organizations can expect from implementing the TDH-Agent. It focuses on efficiency gains, improved invention disclosure quality, reduced administrative effort, and additional IP-related applications.

The TDH-Agent can:

  • Structure inventor discussions
  • Identify missing information
  • Improve disclosure completeness
  • Organize technical content

This reduces manual follow-up and allows patent professionals to focus on higher-value work.

Not necessarily.

A common concern is:

“AI creates more documentation instead of reducing it.”

The goal is to reduce manual note-taking, clarification emails, and repeated inventor meetings by preserving invention knowledge once and reusing it throughout the workflow.

Technical details are often lost between:

  • inventor discussions
  • invention disclosures
  • patent review meetings
  • drafting instructions
  • patent drafting

The TDH-Agent preserves the original technical explanations and can help surface missing details before they are lost.

Large organizations often struggle with:

  • invention harvesting at scale
  • inventor engagement
  • documentation burden
  • knowledge loss

The TDH-Agent helps preserve invention intelligence while allowing engineers and researchers to spend more time innovating and less time documenting.

The TDH-Agent is designed to augment existing workflows, not replace them.

It can support:

  • invention harvesting
  • inventor interviews
  • invention disclosure improvement
  • patent drafting preparation
  • innovation knowledge capture
  • communication with outside counsel

The goal is to integrate captured invention intelligence into existing patent and innovation processes with minimal disruption.

Yes.

The demonstration specifically highlights the ability to help technical and business teams assess whether planned products may encounter patent-related obstacles.

At least 50% time saving as compared with the traditional way of providing invention disclosure, with much enhanced quality.

Actual results depend on the complexity of the invention and the organization’s existing workflow.

Yes. The Agent can be used in parallel by multiple users. Each session is independent of the others, ensuring stable and traceable documentation for each user.

However, if your team wants to work together on a specific project, we recommend using a shared group email address.

This allows all team members to interact in the same Teams chat and centrally track project progress.

V. Organizational Fit and Deployment Considerations

Not every organization faces the same technical disclosure harvesting challenges. This section helps visitors assess whether the solution aligns with their workflows, innovation processes, and patenting activities, while also addressing implementation considerations.

The TDH-Agent delivers the greatest value in organizations where invention-related knowledge is primarily exchanged through conversations rather than captured in structured documentation.

Typical examples include:

  • Patent law firms conducting inventor interviews
  • Corporate IP departments that regularly interview inventors before drafting begins
  • R&D organizations with distributed teams collaborating through Microsoft Teams
  • Companies seeking to improve the completeness and quality of invention disclosures
  • Organizations that want to capture information directly from inventor discussions and meeting transcripts
  • Enterprises with large numbers of inventors and innovation projects
  • Companies already using Microsoft Teams and Microsoft 365 as part of their daily workflow

The solution is particularly effective when important technical details are discussed during meetings but are often omitted from invention disclosure forms, emails, or handwritten notes.

Organizations that experience any of the following challenges are often strong candidates:

  • Incomplete invention disclosures
  • Repeated follow-up interviews with inventors
  • Missing technical details during patent drafting
  • Difficulty capturing knowledge from distributed teams
  • Significant attorney time spent clarifying inventions
  • Inconsistent invention harvesting processes across business units

The Agent helps transform inventor conversations into structured invention disclosures, reducing manual effort while improving the quality and completeness of the information available for patent evaluation and drafting.

The Invention Harvesting Copilot is most valuable when organizations need to capture invention knowledge from inventor conversations and interviews.

It may be a less suitable fit for:

  • Organizations with very low patent filing volumes and no plans to increase them
  • Companies that intentionally file only a small number of patent applications each year
  • Organizations where invention disclosures are already complete before patent counsel becomes involved
  • Workflows that rarely involve inventor interviews
  • Companies where inventor interactions and patent drafting are handled entirely by external counsel
  • Organizations where inventors already provide complete technical documentation with little need for follow-up

The Copilot delivers the greatest value when important invention details are shared during meetings, interviews, and discussions, and those insights need to be captured and converted into high-quality invention disclosures.

Possibly, but the strongest value is usually realized when your organization conducts inventor interviews, invention harvesting, or in-house patent drafting.

If everything is outsourced and invention packages are already highly structured, the benefit may be smaller.

The Agent requires an active Microsoft 365 tenant and a Copilot Studio licence. No additional hardware, no external software, no complex IT project.

Setup is intentionally kept simple and requires no complex infrastructure. The solution is provided as a ready-to-import package for your Power Platform environment. A one-time admin consent in your Microsoft 365 tenant is required. After that, the TDH-Agent is ready to use. Minor updates are applied automatically, keeping IT workload minimal.

Your IT security team retains full control: all access rights, permissions, and tenant settings remain with you.
We support you with clear documentation and best practices for secure configuration..

Yes. In a 30-minute demo, we show you how it works, based on your own processes. This lets you immediately assess whether it fits your way of working. → Book a demo.

Pricing is listed directly in the Pricing section below. 

Installation/Deployment: 849 EUR (one-time). 

Monthly plan: 299 EUR/month. 

Annual plan: 2,988 EUR/year (equivalent to 249 EUR/month). 

All prices excl. VAT.

In addition to the user manual and practical training videos, our team offers:

  • Support requests via email with fast response times

  • Regular updates to ensure stability and security

  • Optional workshops & training to onboard teams effectively

Furthermore, we can also provide specific and more detailed customizations to your company’s processes, e.g., integration into existing workflows, company-specific best practices, or dedicated training sessions.

These services are available upon request and are individually priced.

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