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Automate USPTO with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with USPTO. It runs the USPTO steps your team does by hand today, and connects it to Clio, NetDocuments, and iManage. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost USPTO integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across USPTO and every tool it touches, including the screens with no API.

Building on the USPTO API?Visit uspto.gov

How to automate USPTO

  1. Connect USPTO to Caddi

    Allow

    1Sign in to USPTO

    One click with your own USPTO login. No API keys.

  2. Automate pull filing status in USPTO.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

USPTO integrations

Connect USPTO with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with USPTO

Why teams automate USPTO

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

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, 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; once generated, it executes as deterministic code against USPTO, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in USPTO?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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.