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Invention Disclosure Record

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1. BasicsWorking titlePlain language summary (2 to 3 sentences a non-specialist can follow)Product, project, or roadmap item this relates toSubmitted by, and date submitted

2. The problem and the solutionWhat problem does this solve?Why did existing approaches fall short?How does it work? Attach drawings, diagrams, or pseudocode.What is new or unexpected about the result?Known alternatives, related products, or publications

3. ContributorsName and role of each person who contributed to the ideaFor each person: what did they personally contribute? (framed the problem, proposed the key approach, solved a specific obstacle, other)

Note: this section records facts. Patent counsel determines inventorship.

4. Development and toolsWere any AI tools used in developing this invention? If yes, which ones and under which account type (company or personal)?What did the tools do? (drafting code, suggesting alternatives, summarizing research, other)Which specific elements of the invention came from human judgment? What did the team decide, change, reject, or combine?Are prompts, outputs, or session logs available? Where are they stored?Link to contribution notes, design docs, tickets, or pull requests

5. Key datesDate of first ideaDate of first working versionPlanned public release, demo, talk, or publication date

6. Confidentiality statusHas this been demoed, presented, or described outside the company? When, and under what agreement?Has any part of it been entered into an AI tool not approved for confidential material? Which tool, when, and what was shared?Is any of it in a public repository, published documentation, or a job posting?Were customers or partners involved? Under what agreement?

7. Business contextWhy does this matter to the business?Do competitors appear to be working on something similar?Is this something we would prefer to keep as a trade secret? Why or why not?

8. Intake (completed by the IP owner)Date receivedRouted to patent counsel onFollow up actions and owner

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This tool is provided for general information and record keeping only. It is not legal advice, Idea Partnership is not a law firm, and a saved record is not a patent filing. Ask your patent counsel how to document and protect your invention.