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Getting started with Patent & Trademark AI Examiner

What Patent & Trademark AI Examiner is for, who uses it, what you need before you start, and your first steps.

Applies to Patent & Trademark AI Examiner as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

The Patent & Trademark AI Examiner searches patent documents and scientific literature for prior art relevant to each claim of an application, and searches registered and pending marks for those that may conflict with a trademark application. It ranks what it finds, shows the passages that match each claim element, and keeps the full search history. Examiners decide what is relevant and make every determination; the tool records the searches behind them.

What it is for

Examiners have a limited amount of time for each application, and much of it goes into building search queries across several databases, reading through long result lists and recording what was searched. Relevant prior art may sit in a foreign-language document or a journal article that a keyword search misses, and similar marks may differ in spelling or sound rather than in letters. When a search is questioned later, during quality review, appeal or litigation, the record of where the examiner looked and why can be thin.

  • Searches are built by hand, query by query, across separate patent and literature sources
  • Keyword searches miss relevant documents that use different terms or another language
  • Phonetic and visual similarity between marks is hard to search consistently
  • The search record behind a determination is incomplete when it is reviewed later

Who uses it

  • Patent examiners and supervisory patent examiners in a national intellectual property office
  • Trademark examining attorneys and their managers
  • Search and classification specialists who support examination
  • Quality assurance staff who review the completeness of searches
  • Office leadership and oversight bodies who need to see how AI is used in examination

Before you start

  • Your organization licenses Patent & Trademark AI Examiner from Moraph.
  • A Moraph client account in that organization, signed in.
  • Access to Patent & Trademark AI Examiner in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
  • For setup: the product administrator role.

Steps to get started

  1. Sign in at app.moraph.com with your Moraph account.

  2. Open Patent & Trademark AI Examiner from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

  3. Check your role: what you can see and do depends on it. See Roles and permissions.

  4. Product administrators: work through Set up Patent & Trademark AI Examiner before your team starts.

  5. Everyone else: start with Everyday tasks.

Where to go next

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