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PatentChecker docs for evaluation, verification, and delivery risk

Use this lane for buyer evaluation, evidence verification, self-hosting, adapters, coverage scope, and the delivery-system surfaces behind vector and sequence IP review.

Patent IPDelivery riskVerificationSelf-serve

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PatentChecker 2-week self-evaluation

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Key sections

Offer Buyer Inputs Operator Workflow Activation Definition Conversion Milestones Success Metrics

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This is the primary PatentChecker commercial entrypoint. The buyer evaluates in their own environment for 2 weeks using a signed, offline-verifiable evaluation receipt and a seeded self-serve workspace.

The goal is not to sell a paid pilot first. The goal is to prove activation, verified bundle generation, and conversion intent with minimal procurement friction.

Offer

SKU: patentchecker_evaluation
Commercial profile: trial_2_week
Price: USD 0
Default term: 14 days
Delivery mode: buyer-run self-evaluation, optionally operator-assisted
Verification path: offline bundle and receipt verification stays available without a paid license

Buyer Inputs

The buyer provides:

One watchlist or one sequence plus intended corpus scope
Organization and tenant identifiers for receipt issuance
Any buyer-approved adapter constraints
Security/procurement contact for handoff and follow-up

The buyer does not need to send production secrets. If raw sequence disclosure is restricted, use a hash, length, and approved local adapter workflow until counsel/security clears broader sharing.

Operator Workflow

Use the website-aligned profile:

BashRunnable example

npm run platform:self-serve:evaluation:ship -- \
  --tenant-id <tenant-id> \
  --org-id <ORG_ID> \
  --watchlist ./intake/<tenant-id>/watchlist.v0.1.json \
  --key-id <signing-key-id> \
  --private-key-file <signing-private-key.b64> \
  --profile trial_2_week \
  --workspace-root ./tenants \
  --issued-root ./ops/licenses_issued \
  --evaluation-owner omnis \
  --problem-area "<buyer problem area>" \
  --follow-up-date <YYYY-MM-DD> \
  --json

This emits:

Signed evaluation_license.json
public_keys.json
Seeded tenant workspace
Buyer-ready handoff ZIP and .sha256
Delivery manifest and delivery status JSON
Buyer email draft
Operator checklist

Activation Definition

An evaluation is activated only when the buyer returns evidence that the packaged first-run path completed successfully. Record that evidence with:

BashRunnable example

npm run platform:self-serve:evaluation:mark-activation -- \
  --delivery-status <delivery_status.v0.1.json> \
  --activation-return <buyer-activation-return.zip> \
  --actor <operator> \
  --json

Activation should prove:

Preflight doctor passed
Compose or starter run completed
Run verification passed
Returned activation artifact verifies deterministically

Conversion Milestones

Track the evaluation through these stages:

issued: receipt and workspace generated
sent: handoff sent to buyer
activated: buyer returned first-run evidence
follow_up_completed: conversion review completed
converted, declined, timed_out, canceled, or superseded: terminal outcome recorded

The minimum value proof is not "trial sent." It is buyer activation plus a conversion decision.

Success Metrics

Track:

Trial requests received
Time from request to handoff
Handoff-to-activation rate
Days to activation
Verified bundles generated per active evaluation
Follow-up completion rate
Conversion rate to paid monitoring, enterprise license, or court-ready/evidence packet
Reasons for declined or timed-out evaluations

Conversion Offers

After activation, route the buyer to the smallest paid next step that matches observed usage:

Production key for recurring monitoring on the buyer's own watchlists
Enterprise annual license for private adapters, on-prem, or air-gapped workflows
Court-ready packet when counsel needs a defensible export
Audit pack when they need repeated deterministic runs without a full annual deployment

Guardrails

Not legal advice.
Not an infringement analysis.
Not a Freedom-to-Operate determination.
No opinion on claim scope.
Outputs are deterministic evidence artifacts for qualified counsel and R&D review.

npm run platform:self-serve:evaluation:ship
npm run platform:self-serve:evaluation:mark-delivery
npm run platform:self-serve:evaluation:mark-activation
npm run platform:self-serve:evaluation:set-follow-up
npm run platform:self-serve:evaluation:mark-follow-up
npm run platform:self-serve:evaluation:mark-outcome
npm run platform:self-serve:evaluation:report
npm run platform:self-serve:evaluation:alert
npm run platform:self-serve:evaluation:scheduler
docs/evaluation-license-issuance-sop.md
docs/evaluation-quickstart.md
docs/crispr-therapeutics-trial-readiness-2026-04-29.md
docs/self-hosting.md