The short answer
AI tools can help collect invention information and organize an internal disclosure draft. Choose a tool for the recipient’s task, then test whether it preserves supplied facts, flags missing details and produces a usable handoff. Gatsbi, guided intake platforms and prior-art search tools serve different roles. Compare them using the same technical checks and the data requirements for your account; a draft or search result does not establish patentability.
Key takeaways
Start with the recipient’s required input and review process.
Test unknown values, proposed components, untested effects and conflicting notes.
Compare every candidate using the same material, prompt and observation record.
Approve real inputs only after checking the applicable data terms and export.
Gatsbi publishes this guide and makes some of the tools discussed. We use the same task-based criteria for Gatsbi and other products, drawing on their public documentation. These are not hands-on benchmark results; check current features and access before choosing.
Define what the tool should help you prepare
This guide concerns an internal invention disclosure for an organization, technology-transfer office or patent professional. For the distinctions between that document, public disclosure and a patent application, see what a patent disclosure includes. Here the decision is which tool can help prepare and check the technical account.
Start with the recipient’s form and permitted submission route. MIT’s disclosure guidance illustrates one institutional process; your organization may require different fields or a different channel. Confirm which materials and accounts are authorized before trying a new service. MIT disclosure guidance
Individual inventor: turn rough notes into a technical account, with missing facts and questions clearly marked.
Institutional team: capture required fields, assign follow-up and retain the status of each submission.
Professional reviewer: receive source-linked statements, labeled drawings, unresolved issues and an editable export.
Compare the role before choosing the product
Guided intake, disclosure drafting and prior-art search help at different stages. A search tool can help investigate a technical feature but may not provide the submission records you need. A drafting tool may organize notes without preserving each source or revision. Define the output before comparing the candidates.
The table describes public documentation reviewed on 18 October 2026, not a hands-on benchmark or security audit. Gatsbi publishes this guide and is included under the same checks. The institutional system row is a workflow option to inspect locally, not a claim about a particular product. Pricing, account controls and formats should be confirmed for the service you would actually use.
| Candidate and task | Documented input → output | When it may fit | Verify before adoption |
|---|---|---|---|
Solve Intelligence · guided intake | Disclosure submissions → structured intake, gap questions and submission tracking. | An IP team needs organized inventor follow-up and review assignments. | Test required fields, statement-to-source records, corrections and export. Confirm the applicable account and data terms. |
Patsnap Eureka IP Search · prior-art assistance | Invention description or technical brief → potentially relevant patent documents and feature-level evidence. | A technical account is ready to guide a search for related work. | Check search scope and the original documents; retain the query and results. Search output is not a patentability or freedom-to-operate opinion. |
Gatsbi Writer · disclosure drafting | Text or existing DOCX → a draft in Patent mode, followed by review and export, according to the product page. | An inventor wants to organize existing materials into a disclosure for review. | Test factual fidelity, source mapping, revision history and actual export formats. Confirm data terms; these controls are not established by the drafting description. |
Existing institutional intake system · approved submission | Your organization’s required information → its disclosure and case record. Inspect the actual system. | The current intake form and human follow-up may already meet the task. | Check required fields, permissions, retention, corrections and the recipient’s export needs. Add AI only for an unmet task. |
Check whether the technical facts survive drafting
A draft can name every component yet alter how the invention works. Check control relationships, process order and conditions as closely as component names. A proposed part must stay proposed, an expected effect must stay untested, and an unspecified value must remain unknown.
Keep supplied facts, faithful paraphrases and unresolved questions visibly separate. Store the source note beside the draft statement and its correction. An additional embodiment suggested by a drafting tool belongs among alternatives for review until the inventor confirms it; it is not automatically part of the original account.
The pilot below tests these distinctions with one fixed set of notes. Record the exact unsupported change and whether a correction survives revision and export. A completeness percentage cannot show which technical facts were changed.
Evaluate confidentiality and data control for the actual workflow
Confirm authorization for the specific material and account. Unpublished technical details, third-party information and personal data may have different restrictions. Ask the responsible organization which tools and workflows it permits. MIT’s AI guidance is one institutional example, not a rule for every inventor. MIT generative-AI guidance
Map where prompts, files and logs go: the application, model provider, storage and integrations. Check retention, training use, access, sharing and deletion under the terms for the selected tier. A desktop interface alone does not establish local processing.
Retain the applicable terms and the evidence for each answer in the table. Solve’s security page can inform that review; apply the same evidence standard to Gatsbi and every other candidate. Where a required control is unverified, use synthetic material until the responsible team resolves it. Solve security information
| Control | Question to answer | Evidence to retain |
|---|---|---|
Authorization | Is this type of invention information allowed in this account? | Institutional approval and applicable policy |
Processing and storage | Which services receive prompts, files and logs, and where? | Data-flow description and contractual terms |
Training and retention | What is excluded from training, and what is stored for how long? | Product-specific agreement and retention explanation |
Access and sharing | Who can view, administer or share the information? | Permission configuration and access records |
Export and deletion | Can we preserve a complete handoff and close the project appropriately? | Test export, deletion scope and retention exceptions |
Run the same fictional invention through each candidate
The test uses the temperature-responsive enclosure vent from the disclosure explainer. That page explains the mechanism; here the same teaching material tests whether a tool changes facts. None of the notes describes a confidential invention or a tested commercial product.
Leave the operating temperature unknown, describe the return spring as a suggestion and provide no test results for reduced overheating. The three faulty sentences below were constructed to show what to catch. They are not outputs observed from Gatsbi or any other candidate.
Find three unsupported claims in an AI draft
Three source-to-draft comparisons show a missing temperature becoming 40°C, a suggested spring becoming a confirmed part, and an untested benefit becoming a test result. Corrections retain the unknown, the alternative and the hypothesis.
Fictional temperature-responsive vent · Sentence-by-sentence audit
01An unknown becomes a number
Source noteN1Operating temperature not supplied.
Constructed faulty draft“The flap opens at 40°C.”
After source checkingOperating temperature is unknown; ask the inventor to confirm.
02A suggestion becomes a component
Source noteN2“Consider adding a return spring.”
Constructed faulty draft“The device includes a return spring.”
After source checkingA return spring is an unconfirmed alternative.
03A hypothesis becomes a test result
Source noteN3Reduced overheating is expected; no test data.
Constructed faulty draft“Tests proved the device reduces overheating.”
After source checkingReduced overheating is an expected benefit that remains untested.
Copy notes N1–N5 below into each candidate with the same instruction: “Prepare an internal invention-disclosure draft from these notes. Preserve the note IDs beside the statements they support. Keep unknown values, alternatives and untested benefits explicit. List conflicts and questions instead of resolving them by invention.” A tool’s ability to retain IDs is part of the trial, not an assumed feature.
Keep the first output, make one documented clarification and regenerate or edit using the supported workflow. In this fictional test, clarification C1 confirms that the linkage attaches to the flap; the operating temperature, spring choice and test results remain unresolved. Check both the next draft and the export for retained corrections. Record what happened, rather than copying the expected handling into the observed-result field.
N1 — Unknown: no operating temperature or temperature range has been supplied.
N2 — Proposed alternative: “Consider adding a return spring.” The inventor has not confirmed a spring.
N3 — Untested benefit: reduced overheating is expected. No experiments or measured results have been supplied.
N4 — Mechanism: a bimetal strip bends with temperature; a linkage moves a hinged flap; a mechanical stop limits travel.
N5 — Conflicting detail: sketch note A says “the linkage attaches to the flap”; sketch note B says “the linkage attaches to the enclosure wall.” Ask which is correct before completing the attachment description.
| Input or stage | Expected handling | Failure to look for | Record from the trial |
|---|---|---|---|
N1 · temperature unknown | Keep the value unresolved and ask for it. | An invented operating value or range. | Observed statement: —. Source ID: N1. Reviewer decision/correction: —. |
N2 · spring suggested | Mark the spring as an unconfirmed alternative. | A suggestion becomes a confirmed component. | Observed statement: —. Source ID: N2. Reviewer decision/correction: —. |
N3 · benefit untested | Describe the benefit as expected, with no test evidence. | A predicted effect becomes a measured result. | Observed statement: —. Source ID: N3. Reviewer decision/correction: —. |
N4/N5 · relationships and conflict | Preserve the mechanism and flag the inconsistent attachment notes. | Reversed control or a silent choice between conflicting details. | Observed statement: —. Source IDs: N4/N5. Open-question owner: —. |
C1 · clarification and export | Update the attachment to the flap; retain all other unresolved items. | An old attachment error returns, or export drops the correction or open questions. | Draft version: —. Exported result: —. Reviewer decision: —. |
Prepare a package a professional can actually review
The export should let the recipient review the invention without opening the AI conversation. Include confirmed technical text, numbered drawings, a source register and open questions. Keep contributor records and communication dates with the package so the responsible team can follow up.
Assign each unresolved item to a person. The inventor confirms technical facts; the organization confirms the submission and data process; qualified professionals address application requirements and legal questions. Keep those responsibilities explicit in the handoff.
For a Gatsbi trial, start from permitted text or a DOCX and inspect the draft produced through Patent mode. Test whether the export can carry this package; keep source mapping, revision records and open questions separately if the product does not preserve them. The product documentation describes drafting and export, not proof that every handoff requirement below is met.
Confirm the technical description
Have the inventor check the technical text, numbered drawings and the status of each proposed alternative. Preserve the source register and corrections.
Assemble the package
Include the reviewed draft, drawings, source IDs, contribution records, communication dates, version and responsible owner. Keep unresolved questions visible.
Check receipt
Open the exported files outside the drafting tool. Ask the recipient to locate a source, identify the latest version and see who will answer an unresolved question.
Record an adoption decision and its limits
Choose a result for each candidate using the technical checks, export and data review. A search service may be useful alongside an intake workflow without being a replacement for it. An existing institutional form may remain the best place to collect the final record.
Record the decision date, responsible person, tested version and unresolved conditions. Recheck affected requirements when the provider changes its models, terms or export, or when the project introduces a new information class.
| Decision | Required evidence | What to record |
|---|---|---|
Adopt for the defined task | The trial preserves the required facts and corrections; the export is usable; the real-input workflow is authorized. | Permitted task and inputs, reviewed evidence, version/date and owner. |
Adopt with limits | A narrow task meets its checks, while other work stays in an approved process. | Explicit exclusions, manual steps and controls. Synthetic-only use if authorization for real inputs is unresolved. |
Do not adopt yet | Critical factual failures, unusable handoff or unresolved required data controls. | The failed requirement, evidence and conditions for retesting. |
Common questions
Can Gatsbi draft a disclosure from existing invention notes?
The Gatsbi product page describes entering text or attaching a DOCX in Writer, using Patent mode, and reviewing and exporting the draft. Test whether the current workflow preserves your facts, source records and unresolved questions. It does not file the application for you.
How should I compare AI disclosure tools fairly?
Use the same fictional notes, instruction and observation fields. Include unknown values, a proposed component, an untested benefit and a contradiction. Keep actual outputs and inspect a corrected export before drawing conclusions.
What if the tool adds a useful new embodiment?
Record it as a proposed alternative with its origin, rather than a supplied fact. The inventor should assess its technical validity and the responsible professionals should review its use in later documentation.
What must be checked before using unpublished material?
Confirm authorization and the terms for the exact account and workflow, including processing services, retention, training use, access, export and deletion. Unresolved required controls limit the trial to synthetic material.
Does an AI draft or prior-art search establish patentability?
No. A disclosure draft organizes information and a search surfaces documents for review. Inventorship, patentability and filing require separate assessment by the responsible professionals.
Sources & further reading
Follow the original sources for their complete methods, scope, and latest updates.
- AI-enhanced invention disclosuresSolve Intelligence
- Data security for patent workSolve Intelligence
- Patsnap Eureka IP SearchingPatsnap
- Submit DisclosureMIT Technology Licensing Office
- Guidelines for Using Generative AI in Patent-Related ActivitiesMIT Technology Licensing Office
- Gatsbi Patent Disclosure Writer: inputs, drafting and exportGatsbi — publisher product documentation