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Building a reproducible prior-art search protocol for small teams

2026-07-27

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Small invention teams often skip formal search protocols because they feel heavyweight. But without even a minimal protocol, the same keywords get re-expanded in every session, jurisdiction tags live only in chat history, and open questions resurface at every meeting. A reproducible protocol does not need to be complex. Start with three blocks: (1) a keyword log that records what you searched, what you added, and why; (2) a jurisdiction tag for each document you opened, with the office and date in YYYY-MM-DD form; (3) an open-questions list that travels with the workspace into counsel handoff. AutoPatent workspaces are designed around this pattern. The keyword log preserves expansion decisions, jurisdiction tags keep office context with the document, and the open-questions list ensures nothing is silently dropped between sessions. The goal is not a perfect search—it is a search that your future self and your counsel can pick up without rebuilding the story from scratch. Contact: sapsap@qq.com.