Imported from Bossmann007/claude-legal-br (ip-legal/skills/invention-intake/SKILL.md). Install upstream with npx skills add Bossmann007/claude-legal-br --skill invention-intake. Copyright stays with the author.

/invention-intake

This is a first-pass screen by a non-specialist, not a patentability opinion. The screen never concludes that an invention is patentable — it concludes that it passes the initial screen and warrants a prior-art search and registered-practitioner review, that it needs more information, or that it hits a disqualifier. A prior-art search is a separate step; this skill does not do one.

Instructions

1. Read ~/.claude/plugins/config/claude-for-legal/ip-legal/CLAUDE.md. If it contains [PLACEHOLDER], stop and direct to /ip-legal:cold-start-interview. If the practice profile shows trademark- or copyright-only (no patent practice), say so and route the user elsewhere — this is the wrong tool.
2. Follow the workflow below.
3. Run intake. If the user pasted or uploaded a disclosure, read it. If not, ask the seven intake questions (what / problem / differences / inventors / public disclosure / status / technology area) in one batch and wait.
4. Run the six screens: novelty signals, obviousness flags, subject-matter eligibility (LPI arts. 10/18), public disclosure / bar dates, detectability, strategic value. Each screen gets a ✓ / 🟡 / 🔴 verdict with one-line reasoning.
5. Write the invention screen memo to the matter folder (if a matter is active) or the practice outputs folder. Apply the work-product header per role.
6. Bottom-line verdict: PURSUE (schedule prior-art search and attorney review) / INVESTIGATE (needs more info on a specific open item) / DECLINE (state the concrete reason). Never say "patentable."
7. Close with the decision tree (prior-art search / inventor follow-up / specialist review / decline + thank-you / trade-secret route) and the non-lawyer gate if the role is non-lawyer.
8. If the screen hit a public disclosure within the 12-month período de graça (LPI art. 12) or any public disclosure with foreign rights in scope, flag at the top: time-sensitive.

This skill never concludes that an invention is patentable. If uncertain, flag — a registered patent attorney or agent decides.

Examples

/ip-legal:invention-intake "a new cache-eviction algorithm that uses a learned model rather than LRU; conceived Q1 this year, not yet disclosed, engineering prototype in internal staging"

/ip-legal:invention-intake

(And the skill will ask for the invention, the problem it solves, how it differs, inventors, public disclosure status, usage status, and technology area.)

THIS IS A FIRST-PASS SCREEN, NOT A PATENTABILITY OPINION

Say this at the top of every output. Do not drop it, do not soften it.

This is a first-pass screen by a non-specialist, not a patentability opinion. A patentability opinion requires a prior-art search, full claim construction, and the judgment of a registered patent attorney or agent. This screen does not do a prior-art search, does not assess what is in the art, and does not construct claims. It screens for the obvious disqualifiers (the invention is already on the market, it was publicly disclosed two years ago, it is plainly an abstract idea) and the obvious go-aheads (new mechanism, technical advance, recent conception, in-use secretly). Everything in between needs a prior-art search and a registered practitioner's review. This screen never concludes that something is "patentable" — it concludes that it "passes the initial screen, warrants investigation" or that it does not.

Under-flagging an invention that should have been filed is a one-way door — the 12-month período de graça (LPI art. 12) runs out, foreign rights are lost at first public disclosure, the competitor files first. Over-flagging just means a prior-art search that comes back empty. Stay on the two-way door side.

Matter context

Matter context. Check ## Matter workspaces in the practice-level CLAUDE.md. If Enabled is ✗ (the default for in-house users), skip the rest of this paragraph — skills use practice-level context and the matter machinery is invisible. If enabled and there is no active matter, ask: "Which matter is this for? Run /ip-legal:matter-workspace switch <slug> or say practice-level." Load the active matter's matter.md for matter-specific context and overrides. Write outputs to the matter folder at ~/.claude/plugins/config/claude-for-legal/ip-legal/matters/<matter-slug>/. Never read another matter's files unless Cross-matter context is on.

Invention disclosures are particularly common candidates for clean-team or heightened confidentiality at matter-open. Respect the matter's confidentiality marking from matter.md. Invention content is inherently sensitive — do not summarize, quote, or reference it outside privileged channels.

Load the practice profile first

Before reading the disclosure, read ~/.claude/plugins/config/claude-for-legal/ip-legal/CLAUDE.md. If it is missing or still contains placeholders, stop and run /ip-legal:cold-start-interview. The practice profile tells you:

• The company's patent filing strategy — offensive (building an assertion portfolio), defensive (filing to protect freedom to operate), hybrid, or licensing-revenue. This determines the strategic-value bar.
• The technology areas of interest — where the company files and where it does not. An invention that falls outside the areas of interest is often a decline even if the technical screen is clean.
• The filing budget posture — aggressive (file everything that passes the screen), selective (file the best few), or minimal (only what the business needs to protect). This shapes the output's recommendation.
• The approval chain — who signs off on a filing decision, and who the invention gets routed to if it passes the screen.

If the practice profile shows trademark-only or copyright-only (no patent practice), this skill is the wrong tool — say so and route the user elsewhere.

Workflow

Step 1: Intake the disclosure

If the user pastes or uploads a disclosure, read it. If not, ask — in one batch, not one at a time:

To screen this, I need:

1. What is the invention? In plain language — what does it do, what makes it work, what is the key idea.
2. What problem does it solve? What was broken or missing before.
3. How does it differ from what existed before? What did people do previously? What does this do differently?
4. Who invented it, and when? Names and rough conception date.
5. Has it been publicly disclosed? Published, sold, offered for sale, demonstrated at a conference, shown to a customer under an NDA, posted to a public repo, written up in a paper, included in a product release note. If yes, when and where.
6. Is it in use or planned? Shipping now? In a limited pilot? On the roadmap? Still on paper?
7. What technology area? (Software, hardware, mechanical, biotech, method-of-doing-business, AI/ML, etc.)

Wait for answers. Do not proceed on a half-disclosure — a screen of "a new machine learning thing that helps users" is worse than no screen.

If the disclosure is a formal invention disclosure form (IDF) from an IPMS or a template, extract these fields from the form and only ask for what's missing.

Step 2: Screen against the checklist

Walk the five screens in order. Each produces a per-screen verdict: ✓ clear, 🟡 flagged — needs further look, or 🔴 red flag. Explain the reasoning briefly; do not pad.

Screen 1: Novelty signals

Does the disclosure describe something new? This is not a full novelty analysis — that requires a prior-art search. This screens the disclosure's own description for self-evident novelty problems.

Red flags (🔴):

• "We just applied [known technique] to [new domain]" — e.g., "we took gradient boosting and applied it to predicting customer churn"
• "It's like [existing product] but for [X]" — Uber-for-dog-walking framing
• "Competitors do something similar" — if the disclosure itself says this, novelty is in question
• The disclosure describes a feature of an existing public product with minor tuning

Green flags (✓):

• A new mechanism — a new way of doing the thing, not a new application
• A new combination that produces an unexpected result (not just additive — "faster," "smaller," "cheaper" are sometimes unexpected, sometimes obvious)
• Solving a problem the field had not solved — the disclosure explains why the prior approaches failed and how this one doesn't

Flagged (🟡): anything ambiguous. Prior-art search settles it.

Screen 2: Obviousness flags

Would a person of ordinary skill in the art (POSA) have arrived at this combination based on what's known? This is a screen, not a § 103 analysis — flag for further investigation, never conclude obviousness or non-obviousness.

Red flags (🔴) for further investigation:

• Combining known elements in a predictable way — putting a known sensor on a known machine to measure a known thing
• Routine optimization — "we tuned the existing parameter from X to Y and got better results"
• Design choice without functional advantage — aesthetic, ergonomic, or stylistic changes that don't change how the thing works
• Obvious to try — one of a small number of identified solutions with a reasonable expectation of success

Green flags (✓):

• Teaching away — prior art expected the opposite result or said this approach wouldn't work
• Unexpected result — the combination produces something the POSA would not have predicted
• Long-felt need — the problem was known, and attempts to solve it had failed

Screen 3: Subject-matter eligibility (LPI arts. 10 e 18)

Is this excluded from patentability? Brazil handles this in two lists, not a single judge-made test: LPI art. 10 enumerates what is not considered an invention or utility model (abstract ideas, scientific discoveries, math methods, business/accounting/financial schemes, software "as such", rules of games, presentations of information, natural living beings/biological material found in nature), and LPI art. 18 enumerates what cannot be patented (anything contrary to morals/health/security, atomic transformations, all or part of living beings except transgenic microorganisms meeting art. 18 III). This is the screen most likely to require a specialist read. Flag anything borderline. [settled — last confirmed 2026-07-02]

Red flags (🔴) — likely excluded under art. 10:

• Pure business/financial method ("esquema, plano, princípio ou método comercial, contábil, financeiro") without technical implementation
• Mathematical method on its own — even dressed up in pseudocode
• Software "as such" (programa de computador em si, art. 10 V) — patentable in Brazil only when part of a technical process/product that solves a technical problem, not the program code itself (which is protected by copyright, Lei 9.609/1998)
• Rules of games, presentations of information, mental methods — organizing human activity without a technical improvement
• AI/ML invention claimed as the function (recommend, classify, predict) without the specific technical means that improves how the machine performs it

Green flags (✓) for software/AI inventions:

• Technical improvement to the machine/process itself — new architecture, new training technique, new hardware/software interface, new security mechanism
• Specific technical means solving a technical problem, not just results
• Improvement to a technical field (image processing, compression, cryptography, robotics) with the technical means described — this is what takes a software-related invention out of art. 10 V ("as such") and into patentability, consistent with INPI's exam guidelines for computer-implemented inventions [verified: https://www.planalto.gov.br/ccivil_03/leis/l9279.htm] [unverified: not found in primary source]

Anything borderline gets a 🟡 with "art. 10/18 — route to specialist / agente da PI." A non-specialist should not call a close eligibility question.

For biotech / diagnostic inventions, flag under art. 10 (IX — natural living beings and biological material found in nature, incl. genome/germplasm) and art. 18 (III — living beings, except transgenic microorganisms) if the claim recites:

• A naturally occurring substance (isolated gene, natural product) without significant human modification / non-natural transgenic construct
• A method of surgery/therapy/diagnosis practiced on the human/animal body (art. 10 VIII)

This screen is the Brazilian standard (LPI). Other patent offices differ. The EPO's "technical effect" test (Art. 52 EPC), US §101 post-Alice, JPO and CNIPA all apply their own standards — an invention 🔴 under LPI art. 10 may be eligible at EPO, or vice versa. When the practice profile includes non-BR jurisdictions: "This eligibility screen is LPI-only. If you file abroad, the posture may differ — particularly for software, AI/ML, and business methods. Don't decline based on LPI art. 10 alone if you have EP/JP/CN/US filing plans."

Screen 4: Public disclosure / bar dates

Has the invention been disclosed, sold, offered for sale, or publicly used? This is the most time-sensitive screen — the answer can kill patentability absolutely, or start a clock that cannot be stopped.

Categorize the disclosure status:

🔴 Likely barred:

• Publicly disclosed, sold, or offered for sale more than 12 months ago — Brazil's período de graça of 12 months (LPI, Lei 9.279/1996, art. 12) has run, so the inventor's own prior disclosure now counts as estado da técnica and destroys novidade (LPI art. 11) [settled — last confirmed 2026-07-02].
• Any public disclosure before filing, if foreign rights matter — most countries outside Brazil/US (EU, China, Japan) apply an absolute-novelty bar with no grace period. Potentially fatal to foreign rights even while Brazil is still open under art. 12. [unverified: not found in primary source]

🟡 Clock is running:

• Publicly disclosed within the last 12 months — the BR período de graça (art. 12) still covers it, but the clock is running and foreign rights may already be lost. Urgent. Confirm the disclosure date and route to filing immediately.

✓ Clear:

• No public disclosure. Confidential customer demonstrations under NDA, internal use, beta releases to named parties under NDA, draft papers not yet submitted — usually not "public" for estado da técnica purposes (LPI art. 11), but depends on the facts. When the disclosure was to a customer or external party, even under NDA, flag the specifics for the prosecution team to assess.

Ask specifically about:

• Papers submitted to journals or conferences (submission ≠ publication; but check the journal's policy and whether preprints were posted)
• Talks given at conferences, meetups, internal company events open to non-employees
• Posts to public repos, blogs, social media, or forums
• Product releases, even in limited beta
• Sales activity including quotes, RFP responses, and offers for sale
• Disclosures to investors or board members who are not under NDA

A sale or offer for sale that publicly reveals the invention counts as prior disclosure too, not just completed sales — an RFP response describing the invention can start the período de graça clock (or, past 12 months, bar it). Brazil has no separate "on-sale bar" doctrine distinct from estado da técnica; what matters is whether the offer made the invention public. [review]

Screen 5: Detectability

If a competitor were to infringe this invention, could you tell? An invention that's practiced in secret — server-side processing, back-office operations, internal manufacturing techniques — may be better protected as a trade secret than as a patent. Publishing a patent on an undetectable invention is giving it to competitors in exchange for an asset you can never enforce.

🔴 Low detectability flags:

• Server-side algorithm with no observable output pattern
• Internal manufacturing process (e.g., a novel etch step in a semiconductor process)
• Data-pipeline or analytics methodology that happens inside a competitor's infrastructure
• Training data composition or training technique for an ML model — visible only through fine-grained probing, if at all

For these, flag for the patent-vs-trade-secret decision. The question is not "is this patentable" but "should we patent it if we could." Route to whoever in the practice profile owns trade-secret classification decisions.

✓ High detectability:

• Consumer product — visible in the product
• Published API, SDK, protocol — visible in network traffic or integration docs
• Physical mechanism in a distributed product — reverse-engineerable
• Compiled code with distinctive signatures in a distributed binary

Screen 6: Strategic value

Does this align with the company's patent strategy from the practice profile? This is where the screen becomes company-specific rather than doctrinal.

Check against the profile:

• Offensive strategy (build to assert): is this asset assert-worthy? A narrow, easily designed-around patent has lower offensive value than a broad mechanism claim. Is the competitive landscape one where you would want to sue?
• Defensive strategy (build to protect FTO): does this cover a technology area where competitors are filing? A defensive filing in an area nobody files in is a wasted spend.
• Licensing / revenue strategy: is this licensable? Who would pay for it, and under what circumstances?

Also check:

• Is this core technology (part of the product's differentiation) or peripheral (incidental to a side feature)? Core is worth more.
• What is the competitive landscape? Patent-heavy (semiconductors, pharmaceuticals) — file early or lose the race. Patent-light (many open-source-heavy software segments) — sometimes skip entirely and spend the money elsewhere.
• Is the technology area on the company's list of tech areas of interest from the practice profile? If not, it is often a decline regardless of doctrine.

Step 3: Assemble the invention screen memo

Format:

Invention screen memo — [invention title]

Bottom line: [PURSUE / INVESTIGATE / DECLINE]

[One sentence — the reason in plain language.]

---

Screen results

Screen	Verdict	Notes
Novelty signals	[✓ / 🟡 / 🔴]	[one-line reasoning]
Obviousness flags	[✓ / 🟡 / 🔴]	[one-line reasoning]
Eligibility (LPI arts. 10/18)	[✓ / 🟡 / 🔴]	[one-line reasoning]
Public disclosure / bar dates	[✓ / 🟡 / 🔴]	[one-line reasoning + dates]
Detectability	[✓ / 🟡 / 🔴]	[one-line reasoning]
Strategic value	[✓ / 🟡 / 🔴]	[one-line reasoning, referenced to profile]

---

Open questions

Things that would change the answer. The inventor, the prosecution team, or a specialist would need to address these before this screen converts to a filing decision.

• [question]
• [question]

Next steps (decision tree)

Pick one and I'll help you build it out:

1. Commission the prior-art search — I'll draft the search request for [outside counsel / search vendor] with the claim concepts, inventors, technology classification, and any known references.
2. Go back to the inventor for more facts — I'll draft the follow-up questions on [specific open items above].
3. Route to outside counsel / agente da PI for eligibility (art. 10/18) or patent-vs-trade-secret judgment — I'll draft a transmittal summarizing what the screen found and what specialist judgment is needed.
4. Decline and send the standard thank-you — I'll draft the inventor thank-you and archive the disclosure with the declination reason.
5. Flag for trade secret instead — I'll draft a note to whoever owns trade-secret classification explaining why a trade-secret approach is a better fit.

Apply the work-product header per role. Apply the reviewer note. Keep the deliverable clean of internal narration ("I'm using the invention-intake skill..." etc.).

Step 4: Recommend the bottom-line verdict

The bottom line is one of three:

• PURSUE — enough screens are clear (or clearly fixable) to warrant a prior-art search and attorney review. This is NOT "patentable" — it is "passes the initial screen, investigation warranted."
• INVESTIGATE — one or more screens flagged something that needs more information, specialist review, or a clarifying question back to the inventor before a pursue/decline decision can be made. Name the specific open item.
• DECLINE — a screen hit a fatal flag (barred by disclosure over 12 months old with no foreign rights concern, plainly obvious, plainly excluded from patentability under LPI art. 10 (not an invention) or art. 18 (not patentable), outside the company's technology areas of interest, fundamentally undetectable with no trade-secret path). State the reason clearly.

A DECLINE should always be backed by a concrete reason the inventor can understand. "Not patentable" is not an acceptable decline reason; "barred by your paper at NeurIPS 2023 — the 12-month período de graça (LPI art. 12) ran out in December 2024" is.

Guardrails

Never say "patentable." The closest you can come is "passes the initial screen, warrants further investigation." Patentability is a conclusion a registered practitioner reaches after a prior-art search and claim construction.

Never do a prior-art search in this skill. A WebSearch for "does this already exist" is not a prior-art search — it's a credibility check the user can also run. If you want to sanity-check novelty, say so explicitly ("quick web check — the technique was discussed in [X] — this is not a prior- art search, it's context for the screen") and flag it as [web — verify].

Defer on patentable-subject-matter calls. For anything borderline under LPI art. 10 (what is not considered an invention — e.g., abstract methods, business schemes, software "as such") or art. 18 (what is not patentable), flag for specialist review. This is where practitioners routinely disagree and where a non-specialist's confident call ages badly.

Flag detectability before strategic value. An undetectable invention that would be "high strategic value" as a patent is usually higher strategic value as a trade secret. Do not recommend PURSUE on an undetectable invention without addressing the trade-secret alternative.

Urgent cases get urgent flagging. If the screen hits a public disclosure within the 12-month período de graça (LPI art. 12), or any public disclosure with foreign rights in scope, say so at the top of the memo. Bottom line, then: "Time-sensitive — US bar runs [date], foreign rights already at risk." This is the kind of finding a lawyer needs to see in the first three seconds.

Respect the routing. Per the practice profile, this screen is a triage step. The person who decides what to file is the attorney or agent responsible for patent prosecution. The screen feeds that person; it does not replace them.

Non-lawyer gate

If the role is non-lawyer (with or without attorney access), close the memo with:

This is a screening tool for your disclosure, not a patentability opinion. The decision about whether to file — and how — belongs to a registered patent attorney or agent. If this screen says PURSUE or INVESTIGATE, your next step is not to file or draft claims; it is to share this memo (and the underlying disclosure) with patent counsel. If there is no counsel engaged yet, [contact from profile / "your professional regulator's IP referral service — state bar in the US, SRA/Bar Standards Board in England & Wales, Law Society in Scotland/NI/Ireland/Canada/Australia, or your jurisdiction's equivalent"] is the starting point.