Review Mode
Review Mode turns a completed report into something you can sign off on. You work through the analysis finding-by-finding and record your professional judgment directly in the report — right next to each finding — while leaving the underlying analysis untouched.
It's built for the way an attorney actually reviews: not at the level of a whole section, but at the level of a single claim element, a single flagged disagreement, a single patent or product.
Review Mode is available on Counsel Grade analyses.
Turning it on
Open a report and click the review control in the report's top action row (next to the filter). Everything you can act on in Review Mode is marked in one consistent colour, so the review layer is easy to spot. Turn it off and the controls disappear — the report underneath never changes. Everything you record saves automatically as you go and is there when you come back.
What you can do
Resolve a quality cross-check. Every claim chart is checked by a second, independent AI read. Where that second read disagrees with the main one, the report flags it as "needs your judgment." For each flag you agree with the lead read or agree with the cross-check (and can add a note). Your pick sets that element's verdict to the read you chose — so agreeing with the cross-check that says "present" makes the element present. If that flips the patent's overall conclusion, the score re-evaluates when you apply. It stays in sync with the row's own Alter Verdict control.
Alter a verdict. On any row of the element-by-element claim chart you can set the verdict yourself — to Present, Absent, Partial Overlap, or Possible Doctrine of Equivalents. The row shows your call, marked as refined, alongside what the AI originally read; reset it any time. Your read is authoritative: if your changes flip a patent's overall conclusion — for example, you mark every limitation present, making it a full infringement read — that patent becomes blocking and the analysis re-scores to reflect your judgment when you apply (see below).
Leave notes. Attach a note to any claim element — a specific limitation or a specific product mapping. This is where you capture the thinking you'd otherwise lose between sessions.
Exclude a patent. From either the claim chart or the aspect view, exclude a patent that doesn't belong in scope. Exclusions are gathered together and applied in a single re-run when you're ready — so reviewing a dozen patents doesn't trigger a dozen re-analyses.
Exclude a competing product or an adjacent opportunity. In Relevant Products and in Adjacent Possibilities you can remove individual items that aren't relevant. They're dimmed and struck through so you can see what you set aside, and you can undo it.
Refine the FTO opinion. Adjust the wording of the freedom-to-operate opinion to reflect your own conclusion.
What moves the score, and what doesn't
Most of what you record is a professional overlay — it refines and annotates the report without touching the score: resolving a cross-check, adding notes, altering a verdict in a way that doesn't change a patent's overall conclusion, and refining the opinion's wording. These save instantly and stand alongside the AI's work.
Two kinds of change are substantial and re-run the analysis to update the score:
- Excluding (or re-including) a patent — it changes what's in scope.
- Altering verdicts enough to flip a patent's overall read — e.g. marking all limitations present turns a cleared patent into a blocking one.
Both are free (no credit, uncapped), and both are authoritative — the re-run keeps your read; it never re-charts over you. They queue together and apply in a single re-run — reviewing a dozen items never triggers a dozen re-analyses.
Ask the assistant about your review
While Review Mode is on, the in-report AI assistant knows what you've done. Ask it to summarize your review, tell you what's still left to look at, or pull your decisions and notes into a short write-up — useful for handing a matter off. The assistant only reports on your review; it never makes the calls for you.
A quick tour
- Open a Counsel Grade report and turn on Review Mode.
- In the Detailed Claim Chart, open a patent. Where you see "needs your judgment," record whether you side with the lead read or the cross-check and add your reasoning.
- On any claim row, refine the verdict if you disagree, and add notes where useful.
- Exclude anything out of scope — patents, competing products, or adjacent opportunities — and apply the queued changes when you've finished.
- Refine the FTO opinion, then ask the assistant to summarize where things stand.
See also: Filtering & Focus for narrowing the report to what you're reviewing.