Recipe: Invention Disclosure (IDF)
Capture an invention completely enough that an attorney can draft from it.
Step 1: Structured Capture
Interview for these sections (push past marketing language to mechanisms):
- Problem — what fails today, and why existing approaches fall short
- Prior approaches — what the inventors know exists, including their own earlier work
- The inventive concept — the mechanism of the solution, not the benefit
- Key elements — minimum set needed for the invention to work
- Variations — alternative embodiments, ranges, materials, algorithms
- Evidence — prototypes, test data, figures
- People and dates — inventors and contribution; conception date; any public disclosure, sale, offer, or publication with dates (bar dates differ by jurisdiction — flag anything older than 12 months)
Step 2: Novelty Pre-Check
Write the queries yourself from the Step 1 capture — the "key elements" list
is your term extraction. Keep the phrases that discriminate (the mechanism,
not the benefit), probe the count, then search both offices (method in
flowleap-patent; the disclosure never has to leave the machine to become a
query):
flowleap --json tools run search_patents query='<self-written CQL>' range=1-1 details=false
flowleap --json patent search --query "<self-written CQL>" --limit 20
flowleap --json uspto search --query "<self-written ODP Lucene>" --limit 20 # title + metadata only
# Literature — inventors' own field publishes here first
flowleap --json academic search "<concept keywords>" --limit 15
flowleap --json npl "<concept keywords>" --limit 10
For anything close, pull claims and record how the invention differs:
flowleap --json ops claims <close-patent>
This is a sanity check, not a legal search — say so in the IDF.
Step 3: Landscape Context
flowleap --json analytics --keyword "<technology>" --date-from 2018-01-01
Filing trends and top assignees tell the reviewer whether this space is crowded, growing, or abandoned — context for the filing decision.
Step 4: Assemble the IDF
Sections: title; inventors + contributions; problem; prior approaches (including Step 2 findings with the differences recorded); detailed description of the inventive concept; key elements; variations; evidence; disclosure/bar-date audit; landscape summary.
Step 5: Recommendation
Close with one of: file now (novelty check clean, bar clock running), develop further (concept not yet enabled), or defensive publication (crowded space, low claim scope) — with the reasoning.
Output
A complete IDF document plus the raw novelty pre-check data (queries used, hits reviewed, differences noted) as an appendix.