Challenge

Our customer, a Canada-based IP solutions provider, supports innovators across industries, from individual inventors to small product teams. As demand for patent-related services increased, the customer needed to scale patentability search and drafting services cost-efficiently.

Key challenges included:

  • Managing rising demand for patent searches with reliable outsourced support
  • Addressing fragmented processes that created inconsistent workflows and limited visibility across the patent lifecycle
  • Consolidating patentability searches, patent drawings, design patent searches, and drafting under a single provider
  • Improving turnaround times to meet customer commitments
  • Reducing resource-intensive, costly approaches to enable scalable operations

Solution

The customer partnered with Elevate as the single trusted vendor to deliver an integrated, end-to-end patent services model.

  • Managed end-to-end delivery through a single, coordinated workflow – reviewing incoming requests, defining scope, conducting prior art searches, analysing results, and delivering structured findings
  • Enabled real-time tracking and visibility by leveraging a project management platform to monitor progress, manage status, and support communication across all stages of the patent lifecycle
  • Delivered search, drawings, and drafting within the same workflow, reducing handoffs and ensuring consistency across all patent deliverables
  • Ensured quality and limited rework by capturing requirements upfront, aligning expectations early, and applying multi-level review before final delivery
  • Improved execution efficiency by deploying a dedicated team supported by internal tools for classification identification and structured search methodologies
  • Reduced manual effort in reporting by automating bibliographic data extraction and hyperlinking within reports and deliverables

Impact

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40% improvement in processing efficiency across patent search and drafting workflows 

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US $75K in combined revenue generated from patentability searches and drafting  

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Achieved less than a week’s turnaround time consistently across deliverables 

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Streamlined, end-to-end service delivery, with patent searches, drawings, and drafting managed under one roof 

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Supported business expansion for the customer by expanding offerings into docketing and design drafting 

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