Computerized information system for creating patent data summaries and method therefor

A computer-implemented method for generating an interactive patent data summary report, the interactive report comprising data for each of a plurality of years on a target company entity, the method comprising:

• a. receiving first information, wherein the first information is indicative of the target company entity, wherein the target company entity is of a first entity type;
• b. using one or more processors to automatically identify, based on the received first information indicative of the target company entity, a plurality of law firm entities such that for each of the identified plurality of law firm entities (attorney law firm entity) there is at least one patent document in a plurality of patent documents simultaneously having the attorney law firm entity as an attorney and the target company entity as a legal assignee, each of the plurality of law firm entities being of a second entity type;
• c. incorporating using the one or more processors information on at least two of the plurality of law firm entities of the second entity type into the interactive report;
• d. using the one or more processors for determining, for each pair comprising a year from the plurality of years and a law firm entity from the at least two of the plurality of law firm entities, a quantity of patent documents in a second plurality of patent documents corresponding to the pair;
• e. generating using the one or more processors a graphical chart, the graphical chart incorporating, for each pair comprising the year of the plurality of years and the law firm entity from the at least two of the plurality of company entities, a graphical representation of the determined quantity of patent documents;
• f. incorporating using the one or more processors the generated graphical chart into the interactive report or associating the graphical chart with the interactive report;
• and
• g. causing the interactive report to be provided to the user, wherein the interactive report comprises a user interface portion usable in connection with a web browser;
• wherein the information is incorporated into the report in a form of a plurality of information items capable of being activated by the user, the plurality of information items forming the user interface portion of the interactive report;
• and
• wherein receipt of an indication that at least one information item of the plurality of information items of the user interface portion of the interactive report has been activated by the user causes the one or more processors to generate a second report based on the activated information item and cause the second report to be provided to the user.

A computerized information system for generating an interactive patent data summary report, the interactive report comprising data for each of a plurality of years on a target law firm entity, the computer system comprising:

• a. processing unit for receiving instructions from the user, for processing received instructions and for generating the interactive report on the target law firm entity;
• b. a storage unit for storing a computer program for generating the interactive report on the target law firm entity, wherein the computer program causes the processing unit to:
• i. receive first information, wherein the first information is indicative of the target law firm entity, wherein the target law firm entity is of a first entity type;
• ii. identify, based on the received first information indicative of the target law firm entity, a plurality of patent classes such that for each of the identified plurality of patent classes (patent class) there is at least one patent document in a plurality of patent documents simultaneously having the target law firm entity as an attorney and said patent class as an assigned patent class;
• iii. incorporate information on at least two of the plurality of patent classes into the interactive report;
• iv. determine, for each pair comprising a year from the plurality of years and a patent class from the at least two of the plurality of patent classes, a quantity of patent documents in a second plurality of patent documents corresponding to the pair;
• v. generate using the one or more processors a graphical chart, the graphical chart incorporating, for each pair comprising the year of the plurality of years and the patent class from the at least two of the plurality of patent classes, a graphical representation of the determined quantity of patent documents;
• vi. incorporate using the one or more processors the generated graphical chart into the interactive report or associating the graphical chart with the interactive report;
• and
• vii. cause the interactive report to be provided to the user,
• wherein the interactive report comprises a user interface portion usable in connection with a web browser;
• wherein the information is incorporated into the report in a form of a plurality of information items capable of being activated by the user, the plurality of information items forming the user interface portion of the interactive report;
• and
• wherein receipt of an indication that at least one information item of the plurality of information items of the user interface portion of the interactive report has been activated by the user causes the one or more processors to generate a second report based on the activated information item and cause the second report to be provided to the user.