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AI Office Action Response Drafting

Written by Howard Katzenberg

To draft a response, open Response Drafts in the sidebar and click New Draft, or click Draft the response on an office action’s page. Response Drafts (/drafts) lists your drafts, and each one opens on its own page (/drafts/:id).

What You Can Do

  • Start a draft from Response Drafts > New Draft, or from Draft the response on an office action’s page

  • See your drafts at /drafts

  • Open individual response-draft pages at /drafts/:id

  • Access Office Action Research at /oa-research

  • Access public shared OA draft pages at /share/oa-draft/:draftId

How It Works

  1. Start a draft — on Response Drafts, click New Draft. Or, on an office action’s page, click Draft the response. If that mark isn’t in your portfolios yet, GleanMark asks whether to add it, and lets you pick the portfolio, or you can draft without adding it

  2. Choose the trademark — from New Draft, enter the USPTO serial number under “Trademark Serial Number” and click Generate Draft. From an office action’s page, the mark is already chosen

  3. Answer optional intake questions — before generating, the system scopes the office action and may present a few client-fact questions. Each refusal leads with a strategy question (with a “Recommended” option), and follow-up fact fields appear only for the chosen approach. You can skip the entire form with “Skip — use the defaults and placeholders” and the system will draft with clearly marked placeholders instead

  4. The draft is written — the system works through these stages: reviewing the office action, building a case packet from USPTO records and examiner evidence, planning the response strategy and amendment path, drafting the response, reviewing quality (an independent review and rewrite pass), and finalizing the draft

  5. Review the draft — when it finishes, the draft opens on its own page at /drafts/:id

Every draft is marked “Attorney review required.” Review all facts, authorities, citations, deadlines, and arguments before use or filing.

Intake Questions

The pre-generation intake form is optional. When the office action raises multiple issues, the form opens with an overview of every issue the examiner raised, followed by questions.

The intake includes:

  • Strategy gates — radio-button choices for how to approach each refusal, with one option marked “Recommended”

  • Fact fields — short text, long text, URL, date, or confirmation inputs that appear based on your strategy choice

  • Identification editor — when the examiner flags vague wording, you can keep your current wording, adopt the examiner’s suggested wording (with fill-in blanks for specifics), narrow with a carve-out around the cited mark, delete an entire class (multi-class applications only), or write custom amended wording

  • Filing checklist — human-only acts labeled “Before you file (we can’t do these for you)” shown on the final step

  • Office Action link — a “Read the full Office Action” link opens the OA PDF or the TSDR status page

A “Skip — use placeholders” button is always available at every step.

Draft List

The /drafts page shows all your office action response drafts in a table with columns for mark, serial number, owner, detected refusals, deadline, status, and creation date.

Filter tabs let you narrow by:

  • All

  • Completed

  • In Progress

  • Failed

A “Tracked Trademarks Needing Responses” section appears above the table when portfolio trademarks have pending office action deadlines without a draft.

Draft statuses include: completed, generating, pending, building_packet, drafting, reviewing, rewriting, comparing, needs_review, failed, stalled, cancelled, and “Awaiting your input” for drafts paused at the intake step.

Each draft row has a “View” link to open the draft, a share button, and a “Discard” option in the more-actions menu.

If a draft list fails to load due to a server error, a retry option appears. The drafts are still on the server and have not been lost.

Refusal Types Supported

The system parses each office action, detects refusal types, and displays them as badges in the draft list. Refusal types are formatted as statutory section references (for example, §2(d), §2(e)(1)). The evidence provided here does not include a complete enumerated list of every supported refusal type.

OA Research Tools

GleanMark includes an Office Action Research area at /oa-research.

It also includes these routes within Office Action Research:

  • /oa-research

  • /oa-research/:serialNumber

  • /oa-research/id-manual/:termId

Tips

  • Start every draft from Response Drafts > New Draft, or from Draft the response on an office action’s page

  • Use /drafts and /drafts/:id to access the draft list and individual draft pages

  • Public shared OA drafts can be accessed at /share/oa-draft/:draftId

  • The intake form is optional — clicking “Skip — use the defaults and placeholders” generates a draft with clearly marked placeholders you can fill in later

  • Drafts are scoped to your active workspace — switching workspaces shows that workspace’s drafts

  • Your monthly OA draft allowance resets on the 1st of each calendar month

What’s Included in Each Plan

OA drafts are metered per user per month:

  • Starter: 1 OA draft per month, then $49 per additional draft

  • Professional: 3 OA drafts per seat per month, then $49 per additional draft

  • Max: Unlimited OA drafts

When you reach your monthly cap on a paid plan, the system offers a $49 overage draft rather than blocking you. Your allowance resets on the 1st of each calendar month.

Related Features

  • Office Action Research at /oa-research

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