ArcPrime organizes your patent operation into a task-driven interface. This guide tours the navigation bar, search, the AI assistant, and Settings.
Before You Begin
You need an active ArcPrime account. See Creating Your Account and Signing In if you have not set one up.
Your navigation options follow your role and permissions. Entries you cannot reach do not appear.
Step 1: The Top Navigation Bar
The navigation bar runs across the top of every page. From left to right you will find:
ArcPrime logo — Returns you to the Dashboard. Trademark-only accounts land on the trademark list.
Dashboard — Your task home, headed Tasks, with groups for In Progress, Past Due, Blocked, and Open.
Disclosures — Hover to reveal List, Inventor Interviewer, and Idea Triage Board. Some workspaces also show Invention Discovery.
Patents — Hover to reveal two columns, Portfolio and Intelligence.
Inventors — Hover to reveal List and, for internal staff, Awards. Inventor accounts get My Awards as a top-level link instead.
Reports — Generate and open saved reports. Outside counsel with report access see this too.
Trademarks — Sits after a divider and appears only with trademark access. Hover to reveal List, Budget, and Changelog.
Portfolio holds List, Overview, Taxonomy, Licenses, Budget, and Changelog. Intelligence holds Screening, Charts, Pruning, Validity, and Watch List.
Step 2: Using Search
The search box sits in the upper right of the navigation bar and reads Search.... Enter a patent number, application number, disclosure title, or keyword.
Matching results appear in a dropdown as you type. Click a result to open it, or press Enter for the full results page.
Click the filter icon beside the box to open Search only: and limit the search to chosen patent sections. Roles without search access do not see the box.
Step 3: Accessing the AI Assistant
The AI assistant button is the round ArcPrime mark at the far right of the navigation bar, past your avatar. Click it to start a conversation.
The assistant answers questions about your portfolio, helps you find patents and disclosures, and returns analysis. Review what it produces before you act on it.
Tip: Inventor-only and search-vendor accounts cannot open the AI assistant. Ask your workspace administrator about your role if you need it.
Step 4: The User Menu
Click your avatar in the upper right to open the user menu. From here you can:
Switch workspaces, when you belong to more than one. Restricted workspaces appear greyed out.
Open Settings for your profile and workspace configuration.
Open Help Center to browse these guides.
Click Contact Support to reach the ArcPrime support team.
Click Logout to sign out.
Step 5: Settings
Select Settings from the user menu. ArcPrime opens the first settings page you can reach, and the sidebar lists the sections your role allows:
My Account — Profile, Notifications, Email Tracking, MCP, Units
People & Roles — Outside Counsel, Search Vendors, Inhouse Counsel, Patent Committee
Disclosures — General, Emails & Reminders, IDF Form
Workspace Data — Taxonomy, Internal Statuses, Labels, Budget, Docket Numbers, Patent Detail View
AI Recommendations — Filing, Office Action Response, Continuation, Monthly Newsletter, Invention Discovery
Workflows & Automation — Signatures & Reminders, Library, Pruning
Click Back to App at the top of the sidebar to return to the Dashboard.
What's Next
Open the getting started guide that matches your role:
Getting Started for IP Managers — For Heads of IP and portfolio managers
Getting Started for Patent Attorneys — For attorneys handling office action responses and prior art
Getting Started for Inventors — For inventors submitting disclosures and checking awards
Tip: Bookmark the Dashboard. It is the fastest way to see what needs your attention each day.
Related Articles
Global Search Overview — What global search covers and how results rank
What Is ArcPrime? — Overview of ArcPrime and its capabilities
Understanding Units — What units are and which features consume them