How to use AI on patent work without blowing up your patent.
A 24-page playbook for in-house patent groups. The IDF revision template, the supplemental inventor declaration boilerplate, the engagement letter clause, the API tier comparison, and the semi-annual posture audit script. Built from the actual cases.
The 24-month timeline that broke your AI inventorship policy
If your invention disclosure form was last updated before any of these dates, it is stale.
What is inside the playbook
18 chapters. Real cases. Reusable templates.
Chapter 2. Heppner decoded
Why consumer Claude prompts are not protected by privilege or work product after the S.D.N.Y. 2026 ruling.
Chapter 3. The new conception test
Pannu is back in its joint-inventorship lane. Conception is the gating question for AI-assisted matters.
Chapter 4. The Sept 2025 default flip
Anthropic flipped the consumer training default to ON. Five-year retention. Trade-secret risk.
Chapter 10. API tier comparison
Free / Pro / Max banned. API, Claude for Work, Bedrock, Vertex approved. ZDR posture explained.
Chapter 11. AI-aware IDF template
Three new sections. Pre-prompt human conception. AI tool log. Modification log. Counsel sign-off.
Chapter 16. 30-day plan
Week-by-week implementation: inventory, templates, engagement letters, audit memo. About 30 partner-hours.
Anthropic tier comparison for patent work
If your engineer is on the wrong row, your firm's API contract did not protect that conversation.
Five mistakes, five cures
Each row maps a known failure mode to the document or workflow that fixes it.
Why corporate IP groups are reading this now
Consumer Claude retention horizon
2025 Squires guidance effective date
API log retention (Sep 14, 2025)
Cost of this playbook
About the author
Roger C. Hahn, Esq.
Roger is the Founding Principal of Hahn & Associates PLLC, a registered U.S. patent attorney (USPTO Reg. No. 46,376), and a practicing data scientist. He files this playbook's templates on every AI-assisted matter the firm handles.
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