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What's New

Recent improvements to Evalify, written for the people who use it. Newest first. For the full list of everything Evalify does today, see the Feature List.

note

Dates are grouped by month. A capability described here is available on completed Counsel Grade analyses unless noted otherwise.

Now live (26 Aug 2026)​

A just-granted patent is watched — never falsely cleared​

  • When Evalify spots a patent worth charting but its claims haven't published yet — typically a very recent grant — it flags the patent for monitoring instead of guessing at it. The patent is surfaced as a confident lead — "Flagged for monitoring — granted, claims pending" — and kept out of the charted assessment. It is never claim-charted and never given a Clear or Blocked verdict, so a live patent is never handed a false clearance. With monitoring active, Evalify re-checks the patent every cycle and charts it automatically the moment its claims publish — folding it into a new version of your analysis, re-scoring, and notifying you.
  • And we never fabricate a clearance from missing claims. A granted patent with no readable claim text is never charted as a "cleared" element; instead it falls through to Evalify's relevancy scoring and is surfaced as the monitoring lead above.

See Monitoring for the full picture.

Now live (24 Aug 2026)​

Rotate a patent figure, and a cleaner figure frame​

  • You can now rotate a patent drawing. In the Key Figures viewer, two new controls (↺ / ↻) turn the current figure 90° at a time — useful for the many patent drawings that come in sideways. Rotation resets when you move to the next figure.
  • Figures sit in a consistent square frame. Whether a drawing is portrait or landscape, it is now centred and fully visible in the same box — both on screen and in the FTO Brief export — so a landscape figure no longer looks cramped on the portrait page.

Now live (23 Aug 2026)​

Monitoring now names the pending applications it's watching​

  • The pending-application flag identifies the specific patents. Wherever the "Monitoring · N pending applications flagged" note appears — the FTO Brief, the full report's executive summary, and the editable Word (.docx) export — it now describes the top three pending applications (each with its publication number, title, owner, and a one-sentence reason it's worth watching) and then lists the rest by publication number ("Also under watch (N more): …"). No more bare "+N more under watch" with no way to tell which applications those are.

See Monitoring for the full picture.

A "clear today — N pending to monitor" key finding​

  • A genuinely clear result now explains why its score isn't a perfect green. When the verdict is Clear to Operate but relevant applications are still pending — and look likely to grant — a key finding now states it plainly: you're clear as of the analysis date, but N pending applications could change that if they grant, so keep them under watch. It accounts for the case where a clear analysis carries a green-but-not-solid score: the pending-application watch weighs on the score without pulling it out of the green band. It only appears when a clear verdict actually carries pending pressure.

Non-patent literature now shows up reliably on a clear analysis​

  • The non-patent-literature count no longer reads zero when references exist. On a clear analysis, the non-patent literature — academic papers, preprints, and standards that may bear on a patent's validity — could previously show as none even when the analysis had actually found some. That's fixed: the references now surface as expected (for example, "Non-patent literature — 11 references predating filing").

See Reading Your Report for how these sections fit together.

Now live (22 Aug 2026)​

The Video Brief stays current after your edits​

  • A conclusion-changing edit flags the Video Brief "out of date." When a Review Mode edit actually moves the conclusion — changing a verdict, excluding or re-including an aspect, excluding or re-including a patent, or marking a patent as your own — the Video Brief is flagged "out of date" with a one-click Regenerate. Regeneration is manual (each render has a real cost), and only the analysis owner sees the prompt. The flag clears when you regenerate — and also if you undo your edits back to the exact state the current video already reflects, so a change you've reversed never leaves a false "out of date" flag.

Key findings name the specific patent​

  • Every key finding names the reference behind it. Across the web report, the PDF, the editable Word (.docx) export, the cover email, and the Video Brief, each key-finding and flagged-market line now names the specific controlling reference — its publication number, title, and owner — labelled accurately as a granted patent or a pending application (a monitored item, not a current block). A literal block is only ever named when a granted patent actually drives it; a pending application is never presented as a granted block. Jurisdictions are spelled out in full — "the Philippines," not the bare code "PH."

Now live (21 Aug 2026)​

Shipped to production.

Video Brief — your analysis in 60 seconds​

  • A short narrated video summary of each analysis. Every completed Counsel-Grade analysis now auto-generates a 60–80-second, brand-consistent Video Brief that walks through the verdict, the key findings, and where the exposure sits. On Standard, generate it on demand with a "Generate Video Brief" button. Watch it in the app from a soft, dismissable "Watch the Video Brief" prompt and a ▶ replay control (with an unwatched badge that clears once you've played it), or send it to a client via a branded share link — no login required.

See Video Brief for the full picture.

Application vs. granted patent — a sharper distinction​

  • A published application is never presented as a granted patent. When a reference is an application publication rather than an issued patent, Evalify resolves it to its granted family sibling and charts the granted claims (disclosing where it came from) — or, where no grant exists yet, shows it as a monitored pending application rather than a literal block. A genuinely pending application can no longer drive a Blocked verdict.

Buy in bulk, pay by invoice​

  • Order analysis credits in bulk and pay by a net-terms invoice. Eligible business accounts can now buy analysis credits in bulk and receive a net-terms invoice instead of paying by card up front. The invoice lets you pay by card, bank transfer, or ACH direct debit, and your credits are added once the invoice is paid.

August 2026​

Deeper discovery & invalidity evidence (19 Aug 2026)​

  • Forward-citation recall. For the strongest identified blockers, Evalify now follows their forward citations — the later patents that cite them — and charts those element-by-element like any other reference. It's a search-completeness step that surfaces newer art building on a known blocker; an off-target citation simply charts clear, and each pulled-in reference carries a Forward citation provenance badge.
  • Invalidity evidence with examiner categories. For confirmed blockers, the dedicated Prior art & invalidity evidence section now surfaces the references the patent office cited against that patent — tagged with the examiner's own categories: X (novelty-relevant on its own), Y (obviousness in combination), and A (technological background) — grounding the Challenge Validity course of action in real references. It's strictly advisory and never changes the score or verdict.
  • Competitor / assignee search. Force Evalify to retrieve and chart a named competitor's on-topic patents regardless of the relevance ranking. It intersects the competitor's ownership with the aspect's technical scope — only on-topic art, not the whole portfolio — and charts the forced references objectively; forcing retrieval never forces a finding.
  • The visual executive brief is now the "FTO Brief." The two-pager is renamed FTO Brief throughout, with clearer clearance-confidence wording and a denser PDF layout.

See the Feature List for the full set of discovery & clearance guards.

Export by plan — what each tier can produce (13 Aug 2026)​

  • Export is available on every plan. On Standard, export the visual FTO Brief as a PDF.
  • Counsel Grade exports more, in more formats: both the FTO Brief and the full report, each as a PDF or an editable Word (.docx), plus the cover email. Attorney review & edit stays Counsel Grade.

Monitoring that updates the analysis — with full version history (12 Aug 2026)​

  • Monitoring now heals the analysis, not just alerts you. When a monitored matter changes — a pending patent grants, a new relevant patent publishes, a blocker lapses — Evalify folds the change in and re-runs the AI: a newly-granted patent is claim-charted, the score and FTO opinion re-derive, and the written summary is regenerated to match. Included in the subscription.
  • Your original is never overwritten. The assessment exactly as first delivered is frozen as a version you can always return to; every update is a new version you can switch between via a version switcher, and exports print whichever version you're viewing.
  • A Changes panel, a notification bell, and a review flag. A bell in the sidebar with an unread count and a Notifications page list every detected change; a Changes panel on the analysis explains the implication per aspect; and because these are legal opinions, every automatic update raises a review flag so you stay the decision-maker. If an update can't complete, Evalify fail-safe restores the prior version.

See Monitoring for the full picture.

A clearer executive summary & a dedicated prior-art baseline (12 Aug 2026)​

  • A cleaner, linear executive summary. The summary reads top to bottom with the conclusion first, and key findings are organized by technical aspect so each headline ties back to the aspect it concerns.
  • A dedicated prior-art / invalidity baseline. Every analysis now carries a distinct prior-art / invalidity section that also covers non-patent literature — academic papers, preprints, biomedical literature, and internet standards — as a baseline for challenging a blocker's validity.

See exactly how each analysis was produced (12 Aug 2026)​

  • A Methodology section now leads every report — at the top on screen (collapsed by default) and in the back matter of the PDF and Word exports. For your specific matter it states the principles, a step-by-step of how the analysis was run (decomposition · search · claim charting · legal status & family · risk & FTO score · prior-art / invalidity · courses of action · consistency review), the scope searched, the patent classifications covered, and a search audit & clearance confidence (how many references were screened, assessed, charted, and cleared) — the diligence trail a partner or client can rely on. A "Read more about the Evalify methodology" link opens the full Analysis Methodology guide, and the interactive assistant answers methodology questions from the same facts.

The score and the verdict now tell one colour story (11 Aug 2026)​

  • The Evalify Score and the FTO opinion always match colours. The opinion sets the band — green for Clear to Operate, amber for Conditional, red for Blocked — and the score shows where you sit within it. A Conditional verdict now always shows amber, never a reassuring green number, even when much of the landscape is clear — and a market that's at risk is never described as clear. The badge and score colours stay consistent across the web app, the PDF, and the Word export, so you never have to reconcile a green number against a cautious verdict.

See Reading Your Report for how the score and the opinion fit together.

Jurisdiction-aware freedom to operate​

  • Clearance is now computed office by office — not painted on a map. Evalify assesses freedom to operate for each searched jurisdiction (US, EP, JP, CN, KR, and WO on a global scope) using the same claim-chart rules as the overall opinion. So a result like "blocked in the US, clear in EP/JP/CN/KR" is a computed verdict — stated as searched — rather than a colour derived from a patent's country prefix.
  • A localized block now reads as a Conditional opinion, not a global block. When a granted patent blocks in one market but the product is clear in the others searched, the opinion says so — naming the blocked and the clear markets explicitly, and pointing to commercialising outside the blocked market or redesigning the blocking aspect for it. Evalify never calls the whole product globally blocked when it is clear in other searched markets.
  • The score reflects the split. A genuinely localized block softens the Evalify Score in proportion to how much of the searched scope is clear — and never reaches full green while any market is still blocked. Pending applications pull the score back toward caution. A block that spans every searched market keeps the conservative worst-case score.
  • The clearance map colours strictly by the computed verdict — Clear, At risk, or Critical — and shows offices outside your scope as Not Searched, never as clear. "Jurisdictions Searched" chips show which offices were covered, utility-model coverage, and data-coverage notes (such as how many claims were machine-translated).
  • Only granted patents block; pending applications only "monitor," and utility models are treated as a materially weaker right that never hard-blocks a product (at most conditional).

See Clearance by Jurisdiction for the full walkthrough.

Review & edit — a word-processor for your opinion​

  • Review Mode is now a document you edit. Open a completed analysis as one continuous, editable work-product and turn Evalify's draft into your own filed opinion — editing the prose and the structured findings in place.
  • Rich text everywhere. The FTO opinion, section introductions, per-chart summaries, product mappings and notes are all rich-editable (bold, italic, underline, links) through one shared formatting toolbar. Your formatting is preserved when the page reloads — and in the exported PDF.
  • Edits apply as you make them — nothing to submit. Change a claim-element verdict or exclude an aspect and the Evalify Score, the clearance verdict, and the FTO opinion all re-derive to match your read. The AI write-up regenerates from your edited charts so it never contradicts your edits.
  • Your judgment is durable. Every edit survives a re-run and re-attaches to the analysis, with full session-wide undo / redo (Ctrl/Cmd + Z and Ctrl/Cmd + Y). Your manual wording always wins over the AI's, and one click reverts any field to the AI version.
  • "May be out of date" flag. If a later verdict change moves the conclusion your edited opinion was written against, Evalify flags the opinion and offers a one-click revert to the AI text — small tweaks that don't move the conclusion never raise a false flag.
  • Colour-coded review controls make each action legible at a glance: add, remove, and modify each have their own hue.

See Review Mode for the full walkthrough.

Export, FTO Brief & the export composer​

  • A redesigned export composer. Compose the exact document before you generate it, in a three-column workspace: pick the template (full report, FTO Brief, or cover email), include / exclude and drag-reorder sections, push sections into an appendix, set the cover, running header, footer and disclaimer, and choose fonts.
  • A true, real-PDF preview (WYSIWYG). The preview is now the actual generated PDF — rendered by the same engine as Download and embedded page by page — so what you see is exactly what you get, with real page breaks and the real page count.
  • Saved export presets. Save your firm's export setup — branding, disclaimer, fonts, layout — as a reusable default that applies automatically.
  • A redesigned visual FTO Brief. A picture-first executive brief: a score gauge, the band-coloured FTO opinion, the per-aspect claim-chart overview, jurisdiction-clearance chips, a critical-patent spotlight with the patent's real drawing, pending-application monitoring, and a condensed disclaimer. It flows to a clean second page rather than cramming or truncating.
  • Your edits carry through to the PDF. Rich formatting, section arrangement, fonts, and cover / footer text appear in the export exactly as you composed them. Rendering is private and self-hosted, so your analyses never leave Evalify's infrastructure.
  • Editable Word (.docx) export is live — on Counsel Grade, the FTO Brief and the full report each download as a clean, editable Word document alongside the PDF.

See Exporting & Sharing for the full walkthrough.

Accuracy & fidelity​

  • Classification areas are always named. The patent-classification overview now labels each area with its authoritative WIPO subclass description instead of ever showing a bare code.
  • The score number uses its true colour. The Evalify Score number is shown in its real score-band colour, consistently across the web gauge and the exported FTO Brief.
  • The FTO Brief names the critical patents. Its key findings now state the count and the actual patent IDs of the critical patents, not just a number.
  • Better per-office coverage. Because every selected office now gets its own dedicated search, a market is only reported "clear" because it was searched and nothing blocks — which notably improves coverage of non-English art (such as Japanese patents) and each office's utility models.