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Patlytics

Patlytics is an AI patent platform for law firms and in house IP teams. Its connected modules cover infringement, invalidity, freedom to operate, standard essential patents, portfolio analysis, claim construction, drafting, office actions and invention disclosures. A patent agent with more than 200 skills works across them, suggesting edits that users accept or reject line by line, and every claim chart cell cites its source.

Patlytics cites more than 130 million patents and 300 million literature items in its collection. Its August 2025 terms bar training on customer materials and carry an IP indemnity and a 12 month fee cap. Its trust center offers SOC 2 Type 2, ISO 27001 and ISO 42001 reports on request and lists OpenAI, Anthropic and Google Gemini among its subprocessors. Founded by Paul Lee and Arthur Jen and based in New York, Patlytics has raised about $65 million, including a $40 million Series B led by SignalFire on 8 April 2026.

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Patlytics, head to head

Side by side on the same 15 capability axes and 12 legal signals: where the two part company, and what neither one publishes.

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Capability grades

All 15 axes, graded from public sources on the date shown. Hover a grade to see what the letter means on that axis.

AA on AI CentralityThe artificial intelligence is the product. Remove the models and there is nothing left to sell.

AI Centrality

How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.

Every Patlytics module is model output. Its modules break claims into elements, find public material showing that products practice them, build cited infringement, invalidity and essentiality charts, and construe claims from the prosecution history. They also rank portfolios against competitors' products and draft applications and office action responses. A patent agent with more than 200 skills reasons over the results and packages them as emails, Word files or spreadsheets.

Patlytics says its models are fine tuned on more than 50 million public patents, and its subprocessors include OpenAI, Anthropic and Google Gemini. Without the models, Patlytics has no product.

Source: Vendor Published
BB on Citation Accuracy and Hallucination DisclosureGrounding is real and documented, with linked primary sources and a described retrieval method, short of published accuracy figures an outsider can test.

Citation Accuracy and Hallucination Disclosure

Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.

Every claim chart cell in Patlytics cites its source, with pin cites to paragraphs, columns and figures in invalidity charts and to the public material behind each infringement match. Patlytics says it audits sources for relevance and shows color coded confidence indicators. It claims 99 percent or better verbatim excerpt accuracy and says its models are built to guard against hallucinations, without describing a test set or naming failure modes.

Source: Vendor Published
BB on Autonomy and Oversight ModelA written commitment that the models work alongside a supervising lawyer, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.

Autonomy and Oversight Model

What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.

The Patlytics agent suggests edits line by line for the user to accept or reject, and Patlytics says every step ends with the user's approval. Claim charts mark each element as a match or for review, and freedom to operate output is framed for review before a product ships. The terms require customers to evaluate all output for accuracy and completeness before relying on it. Patlytics plans autonomous agents for drafting and research, and nothing states what any agent may complete without approval or where it stops.

Source: Vendor Published
BB on Operational and Outcome EvidenceReal deployment evidence with substance, short of full attribution or measurement: a named customer without figures, or figures without the named customer.

Operational and Outcome Evidence

Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.

Quinn Emanuel partner Yury Kapgan describes using Patlytics for infringement analysis, prior art, invalidity contentions, claim construction and charting. Patlytics announced adoptions by Foley & Lardner and Aspen Aerogels in November and December 2025. Asahi Kasei's Naoto Hori reports infringement investigations cut from months to hours, and $1,000 to $5,000 saved per detection report. An unnamed Am Law 100 practice group cut a 120 patent project from 100 hours to 20, turning a $47,500 cost into $38,000 of margin.

An unnamed biotech saves $5,000 to $7,500 per application, and Rivian, Polsinelli, Cleary Gottlieb, Wiggin and Dana, Repligen and Klein Tools also appear as customers. The case studies are undated and give the customers' own estimates without a method. Patlytics reports 55 percent of the Am Law 100 on the platform, against 40 percent in April 2026.

Source: Vendor Published
BB on Privilege and Confidentiality PostureSubstantive published commitments on confidentiality and training use, short of the full picture: commonly silence on segregation between users or matters, or on what the underlying model provider may retain.

Privilege and Confidentiality Posture

How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.

Training on customer materials is barred by Patlytics' terms, which also keep usage data free of customer materials and require deletion of confidential information after the agreement ends. Customer data is siloed and segregated by organization, encrypted, and reached through least privilege access. Patlytics' March 2026 checklist for practitioners covers Model Rules 1.1 and 1.6, the USPTO Rules of Professional Conduct and the section 102 prior disclosure bars.

That checklist asks whether work product is segregated by project and client matter, and Patlytics does not say that its own product segregates that way. The terms do not address privilege or how the model providers handle customer data.

Source: Vendor Published
BB on UPL and Professional Responsibility PostureA real position is published on advice versus tooling, short of full treatment: commonly a disclaimer without the supervision and competence dimension, or silence on jurisdiction limits.

UPL and Professional Responsibility Posture

Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.

Patlytics' terms describe the service as a tool and supporting resource for patent work that gives no legal advice and no guidance on professional or ethical duties to clients. Customers and their users remain solely responsible for evaluating, verifying and applying professional judgment to all AI output. Authorized users must be the customer's employees unless an order form allows otherwise. Patlytics' March 2026 checklist for practitioners covers confidentiality under Model Rule 1.6 and competence under Model Rule 1.1. Limits by jurisdiction are not addressed.

Source: Vendor Published
BB on AI Governance and Bias DisclosureA published governance framework with real substance, short of testing results or a named owner.

AI Governance and Bias Disclosure

Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.

Patlytics holds ISO/IEC 42001:2023 certification for its AI management system, and its trust center offers the certificate and full audit report through an access request. Controls listed there include a documented board charter and control self assessments. Patlytics claims 99 percent or better verbatim excerpt accuracy and says outputs carry source auditing and confidence indicators, but publishes no test method or result.

No accountable owner for the models is named, and nothing is disclosed about uneven output across technical fields, jurisdictions or claim types.

Source: Vendor Published
BB on AI Safety and Data StewardshipSubstantive published policy covering most of the ground, short of the full set: commonly no named subprocessor list or no stated incident practice.

AI Safety and Data Stewardship

Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.

Data is encrypted at rest and in transit, with AES 256 for files in My Drive, and access follows least privilege. User history is kept for 90 days and can be deleted, and the terms require deletion of the customer's confidential information promptly after the agreement ends. Deletion of customer data on exit is among its listed controls, and nine subprocessors appear with roles and regions, all in the United States. Systems are monitored around the clock with on call staff in North America and Asia Pacific, and databases replicate to a secondary data center. Patlytics publishes no incident notification commitment or breach timeline.

Source: Vendor Published
BB on AI Liability and RecourseA real published position on liability, short of the full picture: commonly a stated indemnity without scope or caps.

AI Liability and Recourse

What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.

Under terms updated 27 August 2025, Patlytics gives an indemnity against third party claims that the platform's underlying software infringes intellectual property. Output generated from customer inputs or specifications, and use in combination with other products, is excluded. Remedies are a license, a modification or replacement, or termination with a pro rata refund of prepaid fees. Liability is capped at fees paid in the prior 12 months, with indemnity obligations outside the cap and consequential damages excluded.

Patlytics warrants professional work by skilled staff and no malicious code, gives no warranty on the accuracy of AI output, and leaves reliance on output to the customer. A cybersecurity insurance document sits on its trust center behind an access request, and the terms promise no insurance.

Source: Vendor Published
BB on Practice Systems Integration DepthReal integrations exist and are documented, short of depth: named connections without a description of what they actually move.

Practice Systems Integration Depth

How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.

Patlytics' plugin for ChatGPT Enterprise, built on Patlytics MCP, gives existing customers five read only tools. They cover semantic patent retrieval, patent lookup with full claims, non patent literature, the organization's private portfolios and its Patent Vault. Each user signs in with a Patlytics account, and results stay scoped to the organization. RPX Empower partnered with Patlytics in February 2026, and a Relativity integration has a waitlist after Relativity's investment. The agent exports Word and Excel files. No docketing, IP management or document management system is named.

Source: Vendor Published
BB on Deployment Model and Data ResidencyDeployment model is stated clearly with partial residency detail, or residency is offered without the processing location being addressed, or the tenancy model is stated on its own with no residency detail published.

Deployment Model and Data Residency

Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.

Patlytics runs as a cloud service on Amazon Web Services across multiple United States regions, with Auth0 and Datadog also in the United States. Its language model providers, OpenAI, Anthropic and Google Gemini, and its document parser, Reducto, are listed in the United States. Databases replicate in real time to a secondary data center. No customer choice of region, single tenant option or on premises deployment is published.

Source: Vendor Published
AA on Security Certifications and Trust CenterCurrent independent attestation with named scope, reachable without a sales call: a trust center carrying reports, dates and the standards actually covered.

Security Certifications and Trust Center

Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.

Patlytics' trust center offers its ISO 27001:2022 and ISO/IEC 42001:2023 certificates and full reports and its SOC 2 Type 2 report through an access request. A penetration test summary, a security overview, its cybersecurity insurance and its policies sit behind the same request. NCC Group and A-LIGN are named as its penetration testers. Controls listed openly include encryption key restrictions, firewall access limits, background checks, vulnerability monitoring and deletion of customer data on exit. Report dates and auditors sit inside the documents, which open after the request.

Source: Vendor Published
BB on Model Supply Chain DisclosureThe supply chain is partly disclosed: providers named without change notification, or architecture described without the providers.

Model Supply Chain Disclosure

Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.

OpenAI, Anthropic and Google's Gemini are Patlytics' language model subprocessors, with Reducto for AI document parsing, each in the United States. Patlytics says its own models are fine tuned on more than 50 million public patents. No model or version is named for any module, and no notice is promised when a provider changes. Its ChatGPT plugin, launched on 17 September 2026, keeps zero data retention through the integration.

Source: Vendor Published
DD on Commercial TransparencyNo pricing information published at any level, including the unit of charge.

Commercial Transparency

Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.

No price, tier or unit of charge is published. Patlytics' terms put fees in an order form, with annual renewals, 60 days' notice before a renewal increase, and no refund of fees paid. Patlytics states its value in savings instead, claiming claim charts that once took more than $30,000 of attorney time finished for a fraction of that.

Source: Operator Verified
BB on Firm and Practice CoverageSegment and practice coverage is described with substance, short of the boundaries: what is supported is clear, what is not is left open.

Firm and Practice Coverage

Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.

Patlytics serves law firms and in house IP teams, and limits authorized users to the customer's employees unless an order form says otherwise. Modules cover infringement, invalidity, freedom to operate across jurisdictions, portfolio analysis, claim construction, drafting, office actions and invention disclosures. Standard essential patent work spans cellular, wireless, video and audio coding and memory standards, and life sciences drafting adds sequence listings and chemical structures.

Patlytics cites more than 130 million patents and 300 million literature items, while its invalidity page gives 70 million patent publications and 250 million non patent publications. No list of patent offices or date range is given for the collection.

Source: Vendor Published
Sources on file

9 public documents

The public pages on file for Patlytics, with the recorded signals each one supports and the date it was last read. Open any of them and check the reading against the record.

What changed

Tracked changes at Patlytics

Sep 17, 2026Integration / interoperabilityPartially Verified

Patlytics released a ChatGPT plugin built on the Patlytics Model Context Protocol server. IP teams can run concept level patent searches and query their firm's own patent data from inside ChatGPT.

Bears on: Practice Systems Integration DepthSource

Legal Signals

What each signal means

A signal records what public sources say on the date shown. It is not a grade and it is not a recommendation. Where a signal reads Not addressed, it means the index did not locate the material in public sources on that date, which is a statement about disclosure rather than about the product.

Confidentiality and Privilege

Client Data in Training

Can material a lawyer puts into this product be used to train a model?

Never, in the contract

The published terms prohibit training on customer content. Not a policy page, the agreement.

No customer materials go into training any AI model or system, Patlytics' terms state, and the usage data it may use to improve the service excludes customer materials. Its security page guarantees that customer data is not used to train or tune models. An FAQ answer on the same page says information is not used for training without explicit consent or necessity, a weaker wording than the contract.

Source: Vendor PublishedPatlytics does not use any Customer Materials to train any artificial intelligence (AI) modelsAs of Oct 13, 2026Evidence

Prompt and Output Retention

How long does the product keep what a lawyer typed, and can that be set to zero?

Disclosed fixed window

A specific retention period is published and the customer cannot change it.

User history is kept for 90 days and the customer can delete it. The terms require deletion of the other party's confidential information promptly after the agreement ends, and deletion on exit is among the controls Patlytics lists. Whether uploaded documents and generated charts follow the 90 day period is not stated. The ChatGPT plugin carries zero data retention.

Source: Vendor PublishedUser history is stored for 90 days and can be deleted.As of Oct 13, 2026Evidence

Ethical Walls and Matter Segregation

Does retrieval respect the firm’s ethical walls, or can the model read across them?

Claimed, not documented

Segregation is asserted in public materials with no published detail on how it is enforced.

Patlytics keeps customer data siloed and segregated by organization, and access follows least privilege. Separation between matters or clients inside one firm is not described, although Patlytics' own March 2026 checklist asks vendors whether work product is segregated by project and client matter.

Source: Vendor PublishedCustomer data is siloed and segregated from each other to ensure privacy.As of Oct 13, 2026Evidence

Third Party Request and Subpoena Notice

If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?

Notice committed

Terms commit to notice where lawfully permitted. No transparency report located.

Under Patlytics' terms, a party compelled by a judicial or governmental order may disclose confidential information after giving the other party reasonable prior notice so it can contest the order. No transparency report is published.

Source: Vendor Publishedgives the Disclosing Party reasonable prior notice of such disclosure to contest such orderAs of Oct 13, 2026Evidence
Accuracy and Authority

Primary Law Corpus Provenance

Where does the law in this product come from, and does the vendor have the right to use it?

Sources named, basis unstated

Sources are identified without stating the license or rights basis.

Patlytics cites more than 130 million patents and 300 million literature items, with prosecution histories preloaded, and its invalidity page gives 70 million patent publications and 250 million non patent publications. Standards documents for essentiality charts are indexed and kept current. No data source or license basis is named, and no office list or date range is given for the collection.

Source: Vendor PublishedAs of Oct 13, 2026Evidence

Good Law Verification

Does the product tell you when the authority it just cited has been overruled?

Not addressed

No located public material addresses whether authority is checked for subsequent history.

Patlytics preloads prosecution histories and builds claim construction from them. Nothing describes tracking whether a patent in an analysis is in force, expired, lapsed or invalidated, or a check of cited case law.

Source: Operator VerifiedAs of Oct 13, 2026Evidence

Refusal and Uncertainty Behavior

What does the product do when the answer is not in the corpus?

Confidence signal only

The product exposes a confidence or grounding score without an explicit abstention path.

Patlytics attaches color coded confidence indicators to its output and audits sources for relevance, and retrieval results show a relevance percentage for each reference. Infringement charts mark elements that need review. What the system does when no material supports a claim element, or whether it declines to chart, is not described.

Source: Vendor Publishedcitation-backed outputs, source auditing, and color-coded confidence indicatorsAs of Oct 13, 2026Evidence

Fabricated Citation Record

Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?

None located

No court order, opinion or disciplinary record addressing fabricated or hallucinated legal citations produced by this product has been located as of the date shown. This is a statement about the public record on that one subject, not a finding about the product, and this signal is not a litigation history.

The AI Hallucination Cases database, Damien Charlotin's record of court decisions on hallucinated AI content, has no entry for Patlytics. Patlytics produces infringement and invalidity charts used in litigation, and drafts patent applications.

Source: Operator VerifiedAs of Oct 13, 2026Evidence
Professional Responsibility

Bar Guidance Alignment

Has the vendor engaged in public with the ethics opinions its buyers are bound by?

Generic reference

Public materials refer to professional responsibility in general terms without naming guidance.

Patlytics' March 2026 checklist for practitioners cites the USPTO Rules of Professional Conduct, 37 CFR, Model Rules 1.1 and 1.6, the section 102 prior disclosure bars and state bar competence duties. It names no ethics opinion, and the terms say the output gives no guidance on professional or ethical obligations to clients.

Source: Vendor PublishedAs of Oct 13, 2026Evidence

Billing and Fee Posture

Does the vendor address what happens to the bill when the work takes an hour instead of six?

Savings claims only

Public materials claim time savings without addressing billing or disclosure, and the product sits inside a fee relationship between a lawyer and a client where those savings would change the bill.

Patlytics claims project time cut by up to 90 percent, and claim charts that once took more than $30,000 of attorney time finished for a fraction of that. Its studies cite $1,000 to $5,000 saved per detection report, $5,000 to $7,500 per application, and $38,000 of margin on one Am Law 100 project. How AI assisted charting or drafting should appear on a client's bill is not addressed.

Source: Vendor PublishedAs of Oct 13, 2026Evidence

Outside Counsel Guideline Readiness

Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?

Subprocessors listed

A current subprocessor or model provider list is published.

Nine subprocessors appear on Patlytics' trust center, all in the United States. Amazon Web Services hosts the service, OpenAI, Anthropic and Gemini for Workspace Studio supply language models, and Reducto parses documents, beside Auth0, Datadog, FullStory and Postmark. The SOC 2 Type 2 report, ISO 27001 and ISO 42001 certificates and reports, a penetration test summary and an insurance document are available through an access request. No data processing agreement is published.

Source: Vendor PublishedAs of Oct 13, 2026Evidence

Court Disclosure Support

If a judge’s standing order requires an AI disclosure, can the product produce one?

Partial record

Some elements of the record are available, short of a document level export.

Every cell in a Patlytics claim chart cites its source, invalidity charts pin cite paragraphs, columns and figures, and infringement charts mark each element as a match or for review. Users accept or reject agent edits line by line. Nothing records which model produced an output, or that an attorney adopted a mapping before it was served or filed.

Source: Vendor PublishedAs of Oct 13, 2026Evidence
Contact

Correct a record, or ask how something was graded

Every grade and every signal on this index is drawn from public sources and dated. If a record is wrong, out of date, or missing an artifact the index did not locate, send the source and it will be reviewed and the record redated. Vendors are welcome to submit documentation. Nothing on this index is for sale, including a listing, a placement, or a grade.

AI Legal Index

The AI Legal Index is an independent index that tracks changes to AI vendors in legal. It holds 430 vendors across 9 categories, each graded on the same 15 capability axes and recorded against 12 legal signals, from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
October 14, 2026
The AI Legal Index is an editorial reference. It is not a regulatory body, not a law firm, and nothing published here is legal advice or a recommendation to retain or avoid a vendor. Records are verified against published sources, bar guidance and public court records. Where a record reads not addressed, the material was not located in public sources on the date shown. See the Methodology page for evaluation standards and limitations.
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