IP Intake Portal speaker script

Slide 1 · One number

Four hours

Before I show you the product, I want you all to have one number in mind: four hours. At four hours per attorney each week across sixty attorneys and fifty working weeks, that is twelve thousand hours a year spent collecting, checking and reconciling information across matters. What I hope to show you is a product that gets clients moving faster, helps junior attorneys work faster and smarter, and keeps professionals on the same page.

Slide 2 · Barker Brettell at scale

Every better intake compounds

Barker Brettell protects one hundred and nineteen thousand live IP rights, supports more than seventeen hundred new patent applications every year, and has sixty IP attorneys. At that scale, intake is a workflow repeated across the practice. A stronger start for each suitable matter can compound into a meaningful operating advantage.

Slide 3 · Put yourself in the client's shoes

Become the founder

Now imagine I am the founder of an AI-enabled medical-device company. Investors are interested, I have a public demonstration in two weeks, and I need to move quickly. I have prototype results, technical drawings and a team that helped build it. I need guidance on what is protectable, which disclosures matter, what you need from me, and what the first stage will cost.

Slide 4 · Live client workflow

Start inside the product

So let us start inside the product, as the client. I am going to upload the files I already have, add the commercial context, and ask the portal to check my information. Watch how it turns a founder's materials into focused questions, surfaces urgent dates and gives me a clearer route to scope and price.

The portal remains embedded and preserves its state through slides 4–12.

Slide 5 · Add context

Capture what sits between the files

The files tell part of the story. Now I add the context around them: where I want to launch, who contributed, what has been disclosed and how quickly I need to move. The portal captures those dependencies through focused questions rather than asking me to understand the legal framework first.

Slide 6 · Check readiness

Let the portal find the gaps

Now I ask the portal to check my information. It brings the technical, ownership and disclosure facts into one view, identifies the gaps, and turns them into questions I can actually answer. I can see immediately what is ready and what needs attention before the first review.

Slide 7 · Surface priorities

Make urgency visible early

This is where the client feels progress. Planned demonstrations, possible disclosures and ownership questions are surfaced early, while there is still time to act. The portal gives me a clear view of what matters now and what I should prepare next.

Slide 8 · Create momentum

Give the client a clear route forward

Before I have spoken to an attorney, I can see what is complete, answer focused questions, understand which dates may be urgent, and reach a better-informed route towards scope and price. The first interaction creates momentum, confidence and a clear next step.

Slide 9 · Live attorney workflow

Pause and change perspective

Now I stop being the client. You are now the reviewing attorney. The submitted information has become a structured first-review pack. You can open one suggested issue, jump to the exact supporting lines, and accept, improve or reject it while the evidence stays in view.

Slide 10 · Review the matter

You begin with a structured review pack

You receive a structured first-review pack with every issue connected to its evidence. You can scan the technical, ownership and disclosure questions already organised for you, while legal advice, scope and fees remain under your control.

Slide 11 · Verify the evidence

You can inspect every supporting line

Now open one finding. You can move directly from the suggested issue to the highlighted supporting lines in the original file. You see the evidence, the surrounding context and the open question together, so verification becomes part of the workflow rather than a separate search.

Slide 12 · Apply judgement

You stay in control of every finding

You remain in control of the conclusion. Accept the finding, improve it or reject it. Your decision is visible to the team, the evidence remains attached, and the next person begins from the same reviewed position. That is how the workflow helps juniors move faster while keeping professionals aligned.

Slide 13 · Prove the value in practice

Measure improvement from the first matter

The pilot makes the improvement visible from the first matter. Across ten synthetic or anonymised scenarios, we track time to first useful triage, client follow-up loops avoided, time to verify each citation, and suggestions accepted or improved. Attorney feedback becomes a practice-specific question set and a repeatable intake standard for the next matter.

Slide 14 · The ask

End with a bounded decision

I built this working demonstration in one week, so the day-one client benefit is already visible. Your expertise can turn it into a Barker Brettell advantage. Choose the three facts you most often need before a useful first review. Give me ten synthetic or anonymised matters, four weeks, and your rules. We will measure the improvement and use your decisions to design the next version together.