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Monitoring — your analysis, kept current

A freedom-to-operate opinion is true on the day it's written — but the landscape keeps moving: applications publish, pending claims grant, patents lapse. Monitoring turns a completed Counsel-Grade analysis into a standing watch that re-checks the landscape on your schedule and, when something concrete changes, updates the analysis for you.

What it watches​

Monitoring tracks the patents your analysis surfaced — pending and granted — plus any patent numbers you add by hand, and it looks for real legal events, not a moving number:

  • A new relevant patent publishes against one of your product's aspects.
  • A pending patent grants — its claims become enforceable.
  • A patent that was granted but whose claims aren't published yet — Evalify flags it to watch and charts it automatically the moment the claims appear.
  • A patent lapses, expires or is abandoned — a blocker is gone (good news, surfaced as clearly as the bad).

Where your report flags pending applications to watch, it names them — the report's monitoring note describes the top three (publication number, title, owner, and a one-line reason each) and lists the rest by publication number, so you know exactly which applications are under watch before you set the schedule.

It doesn't just alert — it heals the analysis​

This is the part that makes monitoring more than a news feed. When a concrete change is found, Evalify folds it into your analysis and re-runs the AI:

  • A newly-granted patent is claim-charted against your product, and your score and FTO opinion re-derive to reflect it — a real new blocker moves the verdict, it doesn't just sit in a footnote.
  • A patent that was granted with its claims not yet published is claim-charted automatically the moment those claims appear — folded into a new version, with your score and opinion re-derived to include it.
  • A new relevant patent is added to the right aspect (tracked as monitored until it grants).
  • A lapsed blocker drops out and your freedom improves.
  • The written summary and opinion are rewritten to match.

It's the same AI that produced your original report, keeping it up to date — included in your monitoring subscription, at no extra charge.

Your original is never overwritten​

The assessment exactly as first delivered is frozen and preserved. On the report you'll see a version switcher — flip between Original and Current (each dated) at any time, and exports print whichever version you're viewing. Nothing you paid for is ever lost or silently changed.

And because these are legal opinions, every automatic update raises a review flag for you: the AI recomputes, but you stay the decision-maker. Open the changed patent, see "now enforceable — re-charted this cycle," and sign off.

Where you see the changes​

  • A bell in the sidebar with an unread count, and a Notifications page listing every change across all your monitored analyses — each with a plain-language "what this means" and a link straight to it.
  • A "Changes" panel on the analysis (where the alert email takes you) showing what changed and the implication for each aspect.
  • Email + Slack alerts the moment something is found.
  • Ask the assistant "what changed since the report?" — it knows.

Getting it​

Monitoring is a Counsel Grade feature — open a completed Counsel-Grade analysis, choose which events should alert you, add any specific patents to track, set your recipients, and pick a cadence. See also Understanding your report and Review Mode.