What IPPrep Pro Generates

Every form. Automatically.
Nothing missed.

One data entry. Eleven USPTO form types generated instantly, correctly populated, fully editable, and ready to file.

ADS · PTO/AIA/14 Declaration · PTO/AIA/08 POA · PTO/AIA/81 IDS · PTO/SB/08 Fee Transmittal · PTO/SB/17 Assignment Provisional · PTO/SB/16 Track One · PTO/SB/424 App. Transmittal · PTO/AIA/15 IDS Letter · PTO/SB/21 E-Comm Auth · PTO/SB/439
01
PTO/AIA/14 · Core Filing
Application Data Sheet

The ADS is the foundation of every non-provisional filing. Errors here ripple across the entire application. IPPrep Pro generates it completely from your input, with every required section populated.

What IPPrep Pro does
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Populates all inventor sections with names, addresses, and citizenship
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Handles multiple inventors and multiple applicants in a single form
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Generates domestic and foreign priority claim sections automatically
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Fills correspondence address and attorney/agent information
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Sets entity size and publication request fields correctly
Up to $2,000 in fees
A missed or incorrectly filed priority claim requires a petition under 37 CFR 1.78 to correct, fees can reach $2,000 or more. Inventor names that don't exactly match across forms can also cause rejection. IPPrep Pro uses a single source of truth for both.
PDF outputMulti-inventorMulti-applicantPriority claimsFully editable
02
PTO/AIA/08 · Oath & Declaration
Inventor Declaration

A missing or incorrect declaration is one of the most common causes of avoidable USPTO surcharges. Filing without a declaration triggers a petition requirement and delays prosecution, entirely preventable with IPPrep Pro generating it as part of every package.

What IPPrep Pro does
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Generates individual declaration forms for each inventor automatically
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Pulls inventor names directly from the ADS input, identical strings, zero mismatch
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Includes application number and filing date reference fields
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Produces signature-ready forms requiring only wet or electronic signature
Avoidable surcharge
A declaration omitted at filing, or an inventor name spelled differently than on the ADS, requires a petition and surcharge to correct. Even a single transposed letter counts as a mismatch. IPPrep Pro pulls names directly from the same input used to generate the ADS, making inconsistencies impossible.
PDF outputPer-inventor formsAIA & pre-AIASignature-ready
03
AIA/81 · Attorney of Record
Power of Attorney

The POA designates who may act before the USPTO on behalf of the applicant. It must match the practitioner details on file exactly.

What IPPrep Pro does
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Generates AIA/81 with practitioner name, registration number, and firm details
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Fills customer number and correspondence address automatically
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Includes revocation of prior POA section when applicable
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Produces a client-ready form requiring only applicant signature
Common risk avoided
A POA with a mismatched customer number or wrong registration number is rejected. IPPrep Pro stores your practitioner details and reuses them consistently on every filing.
PDF outputCustomer numberPractitioner detailsPrior POA revocation
04
SB/08 · SB/439 · Prior Art
Information Disclosure Statement

The IDS is among the most complex documents in patent prosecution, requiring every known piece of prior art with correct citation formatting. IPPrep Pro turns a multi-hour task into minutes.

What IPPrep Pro does
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Generates SB/08 patent citation lists with automatic USPTO patent data lookup
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Imports prior art directly from office action PDFs, including foreign office actions
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Manages non-patent literature (NPL) citations with correct formatting
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Recommends the 37 CFR 1.97 certification from the timing and checks the right boxes
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Calculates applicable fees per 37 CFR 1.17(v) flat fee schedule
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Saves and re-uses signer details via built-in address book
Wrong certification, RCE fees
A wrong 37 CFR 1.97 certification is costly: filing an IDS after the window without the correct certification or fee can force a Request for Continued Examination (RCE) and its USPTO fee. IPPrep Pro recommends the certification that matches the case, and imports citations directly so no examiner reference is missed.
PDF outputPatent lookupOA importNPL supportSB/439 includedFee calculation
05
Assignment · Ownership
Patent Assignment

An assignment transfers ownership from the inventors to the applicant entity. It must be executed correctly and is recorded with the USPTO. IPPrep Pro generates a professional, recordable assignment document in Word format, ready for execution.

What IPPrep Pro does
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Generates a complete assignment document with correct USPTO formatting
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Pulls all inventor names and addresses from the ADS input, no re-entry
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Supports multiple inventors and multiple assignees in a single document
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Includes notary acknowledgment block formatted for execution
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Word format means the document is fully editable for any firm-specific additions
Common risk avoided
An assignment with inventor names that don't exactly match the application record can be rejected at recordation. IPPrep Pro uses the same names as the ADS, guaranteed consistency.
Word outputMulti-inventorMulti-assigneeNotary blockUSPTO recordable
06
SB/16 · Provisional
Provisional Cover Sheet

Errors on the provisional cover sheet affect the priority date and any future non-provisional claiming benefit. IPPrep Pro handles it the same way as every other form, automatically.

What IPPrep Pro does
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Generates the SB/16 cover sheet with full inventor information
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Fills correspondence address and attorney/agent contact details
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Includes domestic priority claim section for continuation provisionals
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Sets entity size designation and government interest fields
Priority date at risk
An inventor name on the provisional that doesn't match the future non-provisional can compromise the priority claim. Correcting it later requires a petition, examiner review, and delays prosecution, time your client doesn't have. Using IPPrep Pro for both ensures consistent naming and a clean priority chain from day one.
PDF outputSB/16Multi-inventorPriority claimsEntity size
07
PTO/SB/17 · Filing Fees
Fee Transmittal

The fee transmittal sheet accompanies every new application and calculates the exact fees owed based on entity size, claim counts, and applicable surcharges. Errors here mean underpayment, which triggers a notice and delay, or overpayment that must be recovered later.

What IPPrep Pro does
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Generates PTO/SB/17 with correct entity size (large, small, micro) applied automatically
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Calculates basic filing, search, and examination fees from the current USPTO fee schedule
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Applies surcharge logic for late-filed declarations or other non-standard filings
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Entity size tied directly to the ADS input, one source, no discrepancy
Common risk avoided
Claiming small entity status when the applicant doesn't qualify results in a fee deficiency under 37 CFR 1.28. IPPrep Pro pulls entity size from the same field used across the entire package.
PDF outputEntity size logicFee scheduleSurcharge calc
08
PTO/SB/424 · Prioritized Examination
Track One Request

Track One prioritized examination allows applicants to receive a final disposition within 12 months, bypassing the standard 2–3 year queue. The request must be filed with the application and requires specific eligibility conditions to be met precisely.

What IPPrep Pro does
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Generates PTO/SB/424 with applicant and application details pre-filled from the ADS
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Applies the correct Track One fee based on entity size automatically
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Flags eligibility conditions: claim count limits (max 4 independent, 30 total) shown for review
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Ensures the request is included in the filing package, not forgotten
Common risk avoided
A Track One request that doesn't meet eligibility, wrong entity size, too many claims, is rejected and the filing reverts to standard examination. The client loses both the Track One fee and the priority queue position.
PDF outputEligibility checkFee calculation12-month target
09
PTO/AIA/15 · Cover Sheet
Application Transmittal

The Application Transmittal is the cover sheet that accompanies a new non-provisional application, listing every document being filed. It ties the entire submission together and confirms completeness to the USPTO.

What IPPrep Pro does
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Generates PTO/AIA/15 with applicant and correspondence details pulled from the ADS
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Checks the correct boxes based on which forms are included in the generated package
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Ensures no submitted document is missing from the transmittal checklist
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Consistent with every other form, same applicant names and application data throughout
Common risk avoided
A transmittal that lists documents not actually filed, or omits documents that were filed, creates a record mismatch that must be corrected. IPPrep Pro generates the transmittal based on the actual package contents.
PDF outputPackage checklistAuto-matched to package
10
PTO/SB/21 · IDS Cover
IDS Transmittal Letter

Every IDS submission should be accompanied by a transmittal letter identifying the application, the practitioner, and the number of references being submitted. IPPrep Pro generates this letter automatically, always consistent with the PTO/SB/08 it accompanies, ready to print, sign, and submit.

What IPPrep Pro does
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Generates a transmittal letter with practitioner and application details
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States the number of references (US patents, foreign patents, NPL) being submitted
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Pulls signer details from the address book, consistent with the IDS form itself
Common risk avoided
An IDS filed without a proper transmittal letter, or with a letter that misstates the number of references, can complicate the prosecution record. The letter IPPrep Pro generates is always consistent with the PTO/SB/08 it accompanies.
Auto-generatedReference countAddress book
11
PTO/SB/439 · E-Communication Auth
E-Communication Authorization

The E-Communication Authorization (PTO/SB/439) allows the USPTO examiner to contact the practitioner directly by email, to discuss prosecution, request clarification, or propose a resolution, rather than being required to issue a formal office action first. This can meaningfully shorten prosecution cycles by enabling faster back-and-forth between examiner and practitioner.

What IPPrep Pro does
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Generates PTO/SB/439 authorizing examiner email communication with the practitioner on record
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Practitioner email and registration details pulled from the same address book as the POA and ADS
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Ensures consistent practitioner information across all authorization and correspondence forms
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Included automatically in every filing package, it takes seconds and meaningfully speeds prosecution
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Why this matters
Filing without this form means all examiner communication defaults to postal mail, adding weeks to every round of prosecution. Including it costs nothing extra and is one of the simplest ways to speed up a client's application.
PDF outputExaminer email authSpeeds prosecutionAddress book

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