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Correspondence Tracking: Never Lose an Email Again

Discover how ArcPrime automatically tracks patent correspondence including emails captured via your custom email address

Written by Jonathan Liu

Correspondence tracking in ArcPrime captures and organizes the email communication related to your patents. Every email, attachment, and document is linked to the correct record, giving you a complete history without manual filing.

The correspondence view for a patent showing the Focused tab selected, a list of emails and documents on the left, and an email thread open on the right

Key Capabilities

  • Automatic email capture — Copy your workspace address on any email that mentions a patent's Internal ID or External ID. ArcPrime files it to that patent.

  • Threaded conversations — Replies are grouped into threads, so a long exchange with outside counsel reads in order.

  • Organized by tabFocused, AI, PTO, Internal, and All tabs separate key filings, AI reports, patent office documents, and team correspondence.

  • Attachment viewing — PDF, Word, XFA form, image, HTML, and text attachments open in the built-in viewer, and any file can be downloaded.

  • Send from ArcPrime — Write to outside counsel or inventors with New Mail, and add your own Markdown entries or attachments.

  • Filing updates by email — Emailing filing documents to your workspace address populates the unfiled case and captures the outside counsel docket number.

How It Works

Each workspace has an address of the form [email protected]. When that address is in the To or Cc line, ArcPrime reads the Internal ID or External ID in the subject. It then links the email to the matching patent, disclosure, or trademark. If no ID is recognized, the sender receives a reply asking them to resend with the ID in the subject.

Open Correspondence in the patent sidebar to see everything captured. Emails and documents are listed by title and date, and clicking an entry shows the full content in the right panel. Outside counsel and paralegals with access to a patent see its email correspondence too, and inventors see emails addressed to them.

Common Use Cases

Use Case

How ArcPrime Helps

Find a specific email from outside counsel

Open the Internal tab and search by title

Review the documents received during prosecution

Use the PTO tab, or Focused for the key filings

Instruct counsel and keep the record

Click New Mail; the message and replies are filed on the patent

Onboard a new team member to a case

Share the patent link, which includes the complete correspondence history

Getting Started

To start capturing correspondence, see How to Set Up Email Tracking. To learn how to navigate captured correspondence, see How to View Correspondence. To update a case by email, see Creating and Updating Cases by Email.

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