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Running an Analysis

A short guide to getting a defensible result — the inputs, the scope and tier choices, and where your input most improves the analysis.

1 · Prepare the subject-matter input​

Upload a document that describes the invention or product with technical specificity — a specification, an invention disclosure, a technical description, or a detailed deck. The analysis is only as good as the description of the subject matter: the more precisely the document sets out how the product works — its components, mechanisms, and interactions — the more accurately Evalify can decompose it into chartable aspects. Marketing-level material yields a correspondingly shallow analysis.

2 · Review and curate the aspects​

Before the full run, review the technical aspects Evalify extracted. This is the highest-leverage step in the whole workflow: confirming, sharpening, or adding aspects — and seeding key concepts — directs the search and charting at what actually decides the matter. Treat it the way you would scoping the search terms in a manual clearance.

3 · Set the territorial scope​

Select the jurisdictions relevant to where the product will be made, used, or sold. Scope drives both the search corpus and the assessment, so set it to the matter — over-broad scope adds noise; too-narrow scope misses exposure. Evalify searches and assesses each selected market on its own, then reports a per-market clearance — so the result tells you where the product is clear and where it isn't. See Clearance by Jurisdiction.

4 · Choose the tier​

Match the analysis tier to the matter:

  • Lighter tiers — fast triage or budget-constrained early screens.
  • Counsel Grade — the professional-depth tier: the fullest search, charting, and analysis, for clearance work where the output needs to withstand scrutiny.

5 · Run it​

The analysis runs server-side and takes a few minutes; you don't need to keep the session open, and you'll be notified when the report is ready. A run that fails is not charged.

6 · Review the work-product​

Open the report and work through it critically — start with the FTO score for orientation, then the aspect-level findings and the claim charts, which are the evidentiary basis for the read. Use the interactive assistant to interrogate specific findings. On Counsel Grade, use Review Mode to record your judgment and refine the analysis into your own work-product, then export it as a client-ready PDF. See Reading Your Report.

7 · Place the matter under monitoring (optional)​

For an active matter, enable monitoring (Counsel Grade) so the landscape is re-checked on a schedule and you're alerted to concrete legal events — new relevant filings, a pending patent granting, a blocker lapsing, or a status change. It's set-and-forget: you can also track specific patents by number and choose which events alert you. See the FAQs.

Questions on methodology, scope, or reliance? See the FAQs, or ask the in-report assistant.