- In-house teams are asked to capture more inventions without more headcount or outside counsel spend, so triage decides whether the pipeline scales.
- A useful assessment answers how much to invest and in what form, not just yes or no: provisional or full, single filing or family, home or abroad.
- Three dimensions do the work: strategic alignment, competitive landscape and IP strength (novelty, non-obviousness, detectability).
- The pattern across the three, not an average, points to the right protection, including when a trade secret beats a patent.
- Applying the same framework to every disclosure makes inventions comparable and lets quality be tracked over time.
IP teams at high-growth companies face a Catch-22. Their mandate is to capture as many inventions as possible and turn them into a strategic IP portfolio without slowing down the R&D team. But at most companies, IP teams are asked to do this without adding new headcount and without driving up outside counsel spend. Teams that succeed in increasing their disclosure volume create more work for themselves on the front end, which often takes time away from developing portfolio strategy, drafting strategic claims, and building a continuation strategy. Most experienced IP attorneys recognize that effective triage is critical to a successful IP pipeline, but few have time to conduct a truly rigorous assessment that goes beyond a simple yes-no decision and answers the question of how much to invest and in what form: a provisional or a full application, a single filing or a family, protection at home or abroad.
A sound decision has to account for the science, the novelty, and the commercial value of an invention to the company. Tradespace developed its Corporate IP Invention Assessment for exactly this: to help in-house IP teams scale their evaluation in line with their disclosure volume, without sacrificing quality or adding costs.
No single number captures all of that, which is why this template is built around three dimensions rather than one verdict. The framework below is what we consider a strong place to begin. Until recently, applying a framework this rich to every disclosure, decomposing each invention, running targeted prior art, sizing markets, mapping a route to market, took more time than any IP attorney could spare, so most settled for a generic checklist or for instinct. That constraint has now lifted. Tradespace applies the same defined framework to every disclosure that enters the pipeline, drawing on your own portfolio and on external data such as prior art, clinical trials, and competitor materials, to produce a consistent first read in a fraction of the time.
Can’t I just use my own ChatGPT or Claude subscription?
You can, and for a one-off assessment the results will be good. Here is what that approach misses.
Consistency. Even great prompts drift. Put twenty disclosures through the same sequence and the outputs wander and the scores stop being comparable, which defeats the point of scoring at all. Tradespace holds the standard fixed, so every disclosure is judged on the same terms.
A living assessment, not a static file. An assessment changes as you learn: an inventor adds a detail that reshapes the analysis, a market shifts. Tradespace lets you re-run a report on the new information and compare it against the prior version, revisit the original filing rationale when a maintenance fee comes due, and edit and share outputs with colleagues. That is the workflow an IP team actually runs, not a document filed once and forgotten.
The right model for each question. Models have different strengths, and they change constantly. Through close relationships with model providers, Tradespace curates the best model for each metric. One may give the sharpest market read, another the most reliable prior-art search, so every part of the assessment runs on whatever is best for it, with nothing for you to track.
How to read this template
A starting point, not a fixed standard. Every dimension here can be redefined, reweighted, removed, or joined by others. During onboarding, our IP experts work with your team to shape the framework around your strategy and how inventions move through your organization, and it adapts as that strategy changes.
Scores are deliberately simple. Each dimension is scored Low, Average, or High, because the score exists to direct attention, not to make the decision. The qualitative analysis behind each score is where the reasoning lives. If your team prefers a finer scale, a 1–10 or a weighted index, the scoring can be made as granular as you want.
1. Strategic alignment
What it captures. The extent to which the invention fills a gap in, or extends, IP protection in an area that is core to the company’s products or strategy, and how that protection relates to coverage the portfolio already holds.
Why it matters. For an in-house team, value tracks the product, not patentability in the abstract. An invention can be eminently patentable and worth little because it sits in a line the company is leaving; another can be modest yet worth protecting because it guards a core, revenue-driving product or a roadmap the company is committed to. Strategic alignment is also where redundancy surfaces: it is common for separate teams to disclose closely related work, and filing twice on the same ground wastes budget while leaving real gaps uncovered.
Inside your IP system. Because Tradespace holds your portfolio as a connected web of families and claims alongside your products and roadmap, it places each disclosure against the protection you already have and the gaps that matter, rather than reasoning about it in isolation as a bolt-on tool must.
Scoring
- Low. Falls in a non-core or sunsetting area, adds protection the company has little need for, or largely duplicates coverage the portfolio already holds. Limited strategic value against the cost of carrying a long-lived asset.
- Average. Adds protection in an area the company is active in, but the coverage is peripheral to the core or only loosely tied to the current roadmap.
- High. Fills a real gap in, or meaningfully extends, protection around a product or roadmap area core to the company, strengthening the defensive position exactly where it matters most.
2. Competitive landscape
What it captures. How well protecting the technology positions the company against its competitors, both established players and nascent entrants, in its core market. Does the protection actually constrain rivals’ options, or is it ground no competitor wants or could easily design around?
Why it matters. For a corporate team, much of a patent’s value lies in its ability to deny competitors space, create leverage in cross-licensing or disputes, and protect what differentiates the product. A patent on something no rival is pursuing, or can readily route around, offers little strategic advantage even when it is perfectly valid. Protection that sits squarely in front of where competitors are heading is worth far more. Weighing emerging competitors alongside established ones matters because the most valuable blocking position is often in a direction the market is only beginning to move toward.
Competitor tracking. Tradespace evaluates each disclosure against the competitors you track and their patent activity, flagging where protection would block a direction rivals are pursuing, or where a competitor already holds a position you would be filing into.
Scoring
- Low. Sits outside where competitors compete, or protects something rivals neither want nor would be hindered by. Little competitive advantage from holding it.
- Average. Touches the competitive space but offers limited blocking power. Competitors can readily pursue alternatives, or few are active in the area today.
- High. Protects ground that core or emerging competitors are pursuing or would value, meaningfully constraining their options or strengthening the company’s leverage in cross-licensing and disputes within its core market.
3. IP strength
What it captures. How defensible and enforceable a patent on this invention would actually be, across three threads: patentability (is it novel over the prior art), non-obviousness (is the inventive step strong enough to survive a §103 challenge), and detectability (could the company tell whether a competitor was infringing). Tradespace runs a targeted prior art search by breaking the invention into its core concepts and evaluating how fully, and how readily in combination, the relevant references teach each one.
Why it matters. For an in-house team, novelty alone is not protection. A patent that is novel but obvious may not hold up; one that is valid but undetectable may be impossible to enforce, since you cannot assert a claim against infringement you cannot observe. The strongest filings are new, non-obvious, and directed at features whose infringement would actually be detectable, and a disclosure can fail on any one of those counts and still pass a purely legal review.
Often overlooked. Detectability is the question a purely legal review tends to skip. For process and software inventions especially, whether infringement is observable in a competitor’s product, rather than hidden in an internal method, can decide whether a patent is worth holding at all, and may point toward trade-secret protection instead.
Scoring
- Low. Weak on an axis that undermines the whole: largely anticipated or obvious over existing references, or directed at something whose infringement could not realistically be detected, leaving a patent that is hard to defend or to enforce.
- Average. Defensible but with caveats. Novelty is narrow, the inventive step is vulnerable to an obviousness challenge, or detectability is partial, with some embodiments observable and others not.
- High. Clearly novel and non-obvious over the prior art, with claims directed at features whose use by a competitor would be detectable. A patent likely to be both valid and enforceable.
Putting the three dimensions together
No single dimension decides the outcome, and the three are not meant to be averaged into one number. The pattern across them is what informs the decision. A disclosure could rate High on both strategic alignment and competitive landscape yet Low on IP strength because infringement would be undetectable, and that pattern would point toward trade secret protection rather than a patent that competitors could practice unseen. A different invention may be strong on IP strength but peripheral to the core, arguing for a lean provisional rather than a full filing and family. Read together, the three dimensions describe not just whether to protect an invention but how: provisional or full, patent or trade secret, where to file, and how aggressively to extend protection through continuations.
That is why this framework exists. The score directs your attention; the analysis behind it informs the decision; and because the same framework is applied to every disclosure, the team can compare inventions on equal terms and watch quality trend over time. You still make the call. The assessment simply lets you start from firmer ground, and frees your team’s judgment for the inventions that most deserve it.
Remember: this is a starting point. Tradespace builds the assessment around your team’s strategy during onboarding and adapts it as that strategy changes, adding dimensions, adjusting definitions, and refining the scoring to match how your organization actually decides. To see how Tradespace evaluates an invention from your own portfolio, request a report for one of your recent disclosures.

