This guide orients outside counsel and external paralegals in ArcPrime. Your access is scoped to the patents and disclosures your client's firm assignment covers.
Before You Begin
Your client's ArcPrime administrator invites you and assigns the External Counsel or External Paralegal role.
Your account must be linked to your firm. Without that link no cases reach you.
See Creating Your Account and Signing In for sign-in help, and User Roles and Permissions for role detail.
Step 1: Review Your Dashboard
Your navigation bar holds Dashboard, Disclosures, Patents, Inventors, and Reports. Trademark entries do not appear for patent-side roles.
The Dashboard opens on Tasks and lists only the tasks assigned to you, grouped by status. Click a task row to open the patent or disclosure behind it.
Use Filter to narrow the list and Display to choose columns.
Step 2: Open an Assigned Patent
Hover over Patents and select List. The list holds only the cases scoped to your firm.
Open a case to reach its detail page. The left rail carries the status chip, Internal ID, External ID, Add Label, and Audit Log.
The page also shows a Next Task card, a Family Tree link, and notes. When the patent has claims or a description, Claims and Description sections show them and the left rail gains a Patent Info entry that jumps to each. Correspondence and document access vary by case, so ask your client's administrator what your firm can reach.
Step 3: View Assigned Disclosures
Hover over Disclosures and select List. You see the disclosures assigned to your firm, plus any granted to you directly.
Open a disclosure to read it. Ask your client's administrator when a disclosure you expect is missing.
Step 4: Use the Search Bar
The search field sits in the upper right of the navigation bar and reads Search.... Enter an application number, patent number, or keyword.
Matching patents and disclosures appear in a dropdown as you type. Click a result to open it, or press Enter for the full results page.
Step 5: Check Your Profile
Click your avatar in the upper right and select Settings. Your sidebar is shorter than the one your client's team sees.
Open Profile under My Account to review your photo, name, email, and role. Your client's administrator manages firm records and case assignments.
What's Next
Your client's IP team owns case assignment and workflow. New work reaches you as tasks on the Dashboard, so check it regularly.
Contact your client's administrator about access levels. Reach ArcPrime support by clicking Contact Support in the user menu.
Tip: Working with more than one client on ArcPrime? Click your avatar and switch workspaces from the top of the user menu.
Related Articles
Navigating the Interface — Tour of the navigation bar, search, and user menu
User Roles and Permissions — What the External Counsel role can reach
Viewing Correspondence — How correspondence appears on a patent