# US 2021/0279829 A1 · Case management and docketing utilizing private pair

> Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt

- Number: US 2021/0279829 A1
- Document ID: US20210279829A1
- Status: Published application
- Kind: A1
- Application number: 17/093,618
- Filed: 2020-11-09
- Published: 2021-09-09
- Earliest claimed: 2009-09-25
- Assignees: Nimvia, LLC
- Applicants: Nimvia, LLC
- Inventors: Chad Dustin Tillman; Jeremy Cooper Doerre
- Web page: https://patentgrep.com/patent/US20210279829A1

## CPC

- G06Q 50/184: {Intellectual property management}
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

Methods, systems and software include programmatically downloading over the Internet, at routine intervals of time as well as on demand, from an online computer system of the USPTO, data relating to patent properties that are associated with a customer number; and creating a docket based on the downloaded data, generating and displaying a report generated from the downloaded data, sending an alert (email or text message) that is based on the downloaded data, or any combination thereof. Data specific to a particular client also is provided to the client programmatically, with reports, alerts, docketing, or any combination thereof, further being provided for use by the client.

## Claims

### Claim at position 1

1-62. (canceled)

### Claim 63

A computer-readable medium containing computer-executable instructions that,
when executed by a computer, perform a method comprising the steps of:
(a) downloading, from a first cloud, first patent data relating to patent properties of a person or legal entity that are associated with a first customer number;
(b) downloading, from a second cloud, second patent data relating to patent properties of the same person or legal entity that are associated with a second customer number; and
(c) generating and displaying a consolidated report to the person or legal entity based on the first patent data and second patent data.

### Claim 64 (depends on 63)

The computer-readable medium of claim 63, wherein the first cloud and the second cloud are the same.

### Claim 65 (depends on 63)

The computer-readable medium of claim 63, wherein the first cloud and the second cloud are different.

### Claim 66 (depends on 63)

The computer-readable medium of claim 63, wherein the first customer number is associated with a first law firm and the second customer number is associated with a second, different law firm, and wherein the first patent data and the second patent data both contain data on patent properties that are assigned to or under obligation of assignment to the person or entity.

### Claim 67 (depends on 63)

The computer-readable medium of claim 63, wherein step (a) includes downloading the first patent data to a computer of the person or entity, wherein step (b) includes downloading the second patent data to the same computer of the person or entity, and wherein the consolidated report is generated and displayed on a display connected to the computer of the person or entity.
