LawLegal Specific

Automate USPTO with Caddi

Built for law firms.

USPTO is where IP teams track patent and trademark filings, status, and maintenance fees. Caddi automates the retrieval and docketing around it so staff stop checking by hand.

How it works

Automating USPTO takes one screenshare.

Show Caddi the USPTO workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the USPTO task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with USPTO

Why teams automate USPTO

Manual USPTO status checks and data entry into docketing systems are slow and error prone. Caddi pulls filing data and files documents for every matter automatically.

Loops Caddi runs against USPTO

  • Pull filing status

    Recommended pattern
    1. USPTO
    2. Microsoft Outlook

    Caddi queries the USPTO Patent Center for filing status and emails an update to the attorney.

  • Upload filings to DMS

    Recommended pattern
    1. USPTO
    2. NetDocuments

    Caddi downloads filing documents from USPTO and uploads them to the matter workspace.

  • Docket patent data

    Recommended pattern
    1. USPTO
    2. iManage

    Caddi pulls patent and maintenance fee data from USPTO and syncs it into the docketing record.

Where law firms use it

  • Client intake & matter opening

    Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in USPTO automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct USPTO matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between USPTO and your billing system, with reconciliation logged back to each matter.

  • Compliance & follow-ups

    Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from USPTO data and route the output to the right inbox.

Questions about automating USPTO

Does Caddi have a real USPTO integration?

Yes. Caddi runs verified code against USPTO's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for USPTO is reviewed before it runs in production.

Do I need engineering help to automate USPTO with Caddi?

No. You demonstrate the workflow once — clicking through USPTO the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my USPTO data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against USPTO with no model in the loop.

Can Caddi connect USPTO to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating USPTO, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside USPTO

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See it on your stack

Ready to automate USPTO?

Drop your work email and we'll show you Caddi running end-to-end against USPTO and the rest of your stack.