Projects
A project, called a matter in the app, is the container for one invention. Prior art bookmarks, uploaded sources, web links, figures, reference-sign elements, and the assistant conversation all live inside one matter, alongside the applications you file from it (US, EP, PCT). Opening an application switches the entire workspace to its matter.
Each application has its own claims, sections, title, reference, jurisdiction, and attached parties. See the Versioning tab for how applications are versioned and how you fork between them.
When you have no active project
Out of the box, before you open any application, the app runs in global mode. The left sidebar shows an Organisation section with Registry and Matters, plus a project-agnostic chat with the assistant. The assistant can still search patents and the open web from here, but it has no drafts, figures, or saved prior art to read, because none of that exists outside a matter.
The matter-specific feature nav (Prior Art, Sources, Claims, Sections) only appears once an application is active. Claims and Sections additionally require the active matter to have at least one application, since both are filed per-application.
Settings still open, but project-scoped settings (the AI model) are hidden until a matter is active.
Creating a project
Open Matters from the sidebar and click New matter. An empty matter is created with no applications. From there you can:
- Add an application. Pick a jurisdiction (US / EP / PCT) from the matter's "Add application" action, or the "Create application" prompt in the details panel. Each application is the editable filing; its title, reference, jurisdiction, claims, sections, and attached parties all live on the application, not on the matter.
- Reference figures and elements from your prose. Figures and reference-sign elements are matter-wide and shared by every application in the matter. A dedicated management surface is being rebuilt; for now the assistant can add, edit, and delete figures and elements via pending changes.
- Bookmark prior-art patents and save web links. These are also matter-wide, available to every application.
The Matters page
Open Matters from the sidebar to manage everything. It uses a master-detail layout:
- Left pane. Your matters, each expanded to show its applications. Use the search box to filter by matter, application, title, or reference. Right-click a matter (or use its menu) to rename it, add an application, or delete it.
- Right pane. The Application details panel for the selected application: jurisdiction, title, reference, attached inventors and applicants, and the version history. Edits autosave as you type.
- New matter. A button in the toolbar at the top of the left pane.
Switching between projects
On the Matters page, click an application to open it. That sets it as your active application, switches the workspace to its matter, and lets you work in Prior Art, Sources, Claims, and Sections. The active application persists across sessions, so signing back in lands you in the application you were last working on.
What lives where
| Matter-wide | Per application (per version) |
|---|---|
| Figures and reference-sign elements | Title, reference |
| Bookmarked prior-art patents | Jurisdiction (US / EP / PCT) |
| Saved web links and uploaded sources | Claims |
| Assistant conversations | Application sections (Background, Summary, etc.) |
| Configuration: AI model | Inventors and applicants attached to the filing |
Inventors and applicants themselves live in a per-user registry, so you don't re-enter them for every application. On the application's details panel you attach them with Add inventor / Add applicant, picking an existing registry entry or creating a new one. Attaching a party to a version freezes its details for that filing; see the Versioning tab.
What stays with you across projects
These are tied to your account and persist regardless of which matter is open:
- Theme (dark / light / system)
- Editor preferences including which claim diagnostics are turned on, limitation label style, and prior-art page size
Deleting a project
Delete a matter from its menu on the Matters page. You cannot delete your last matter. Deletion is permanent: every application in the matter, along with its versions, claims, sections, bookmarks, web links, figures, and elements, all go with it. There is no archive. You can also delete a single application from its menu, which removes that filing and its versions while leaving the rest of the matter intact.