Prosecution Insights
Last updated: August 06, 2026

Dla Piper LLP US - Intuit

15 pending office actions • 1 client • 15 examiners • 14 art units • 0 of 15 (0%) have an AI response strategy ready • 28 patents granted in the last 365 days

Quality Metrics (n=21056 apps, methodology: how we score firms)

84.5%
Allowance Rate
n=21056
+0.61σ
Allowance Rate (norm)
n=21056
3.7
OAs to Allowance
n=14247
+0.03σ
OAs to Allow (norm)
n=14247
1078 days
Time to Allowance
n=14247
+7.9pp
Interview Lift
n=21056
29.9%
RCE Rate
n=21056
2.4%
Appeal Rate
n=21056

Rejection Performance (% of received rejections ultimately overcome)

81.2%
§101 Overcome
n=2050
82.7%
§102 Overcome
n=5639
82.9%
§103 Overcome
n=9433
84.2%
§112 Overcome
n=5902

Specialization & Scale

G06F, G06Q, A61K
Top CPC Subclasses
12%
Top-3 CPC Share
n=21056
29
Practitioners
n=21056
726.1
Apps / Practitioner
n=21056

Portfolio Summary

15
Total Pending OAs
8
Non-Final OAs
5
Final Rejections
2
Advisory / Quayle

Response Deadline Pressure

Based on the USPTO statutory response window for each pending office action. 5 of the docket's apps have a known mailing date; the rest are excluded from the tile counts.

1
Overdue
0
Due this week
0
Due this month
3
Due in next 60 days
1
Due later

Deadline Fire Line

Every pending office action with a known statutory deadline, placed on a days-until-due axis. Dots left of Today are overdue; the further right, the more runway. Cases that share a deadline window stack vertically. 5 of the docket's apps have a known mailing date.

-30dToday30d60d90d120d
Overdue (1)Due ≤ 60 days (3)Due later (1)

Case Difficulty Mix

Difficulty is derived from the rejection statutes on the most recent pending office action. §101-driven and multi-statute cases are graded Hard; §112-only and obviousness-type double-patenting cases are graded Easy; everything else is Medium. "Unknown" means we have not yet parsed a statute for that office action.

6
Hard (40%)
8
Medium (53%)
1
Easy (7%)
0
Unknown (0%)

Rejection Statute Mix

BucketCases
§101 only1 (7%)
§101 + other4 (27%)
§103 only7 (47%)
Double-patenting only1 (7%)
Double-patenting + other1 (7%)
Multi-statute (no §101)1 (7%)

Industry Mix

How the docket's pending cases split across USPTO tech-center bands.

0
Life Sciences
0% of docket
4
Information Tech
27% of docket
6
Communications
40% of docket
0
Semiconductors
0% of docket
4
Mechanical / Eng
27% of docket
1
Business / Other
7% of docket

Time-on-OA Estimate

Manual office-action response work runs about 10 hours per case. The time-saved bands below show what IP Author's prosecution pipeline typically delivers — a conservative 20% on the low end, 35% in the middle, 50% on the high end.

150 h
Manual time on pending OAs
30 h
Time saved (low, 20%)
52 h
Time saved (mid, 35%)
1.3 wks
FTE-weeks freed (mid)

Top Examiners on this docket

ExaminerApps on this docketAllow rateInterview lift
LANIER, BENJAMIN E 1 69.3% +17.3%
CHAVEZ, RODRIGO A 1 51.7% +38.2%
LIU, ZHE 1 71.8% +58.3%
SINGLETARY, TYRONE E 1 30.6% +29.1%
VIG, NARESH 1 36.6% +43.4%
BEKERMAN, MICHAEL 1 32.7% +31.4%
MANOHARAN, SHASHIDHAR SHANKAR 1 100.0% +0.0%
ABOUD, ABDULLAH KHALED 1
MUDRICK, TIMOTHY A 1 83.6% +14.2%
CASTILLO-TORRES, KEISHA Y 1 74.3% +31.3%

Quick Wins (1)

Cases in front of an examiner with an allow rate of 80%+ where the difficulty is Easy or Medium. The top 1 ordered by deadline are shown.

App #TitleExaminerDue in
18435975 CONFIGURABLE API CONNECTOR MUDRICK, TIMOTHY A

Hard Cases (6)

Multi-statute / §101-driven matters, or cases in front of an examiner with an allow rate under 30%. The top 6 ordered by deadline are shown.

App #TitleExaminerDue in
18674732 COLLABORATIVE COMPONENTS FRAMEWORK FOR CONTENT-BASED RECOMMENDATIONS SYSTEM VIG, NARESH 34d
18412448 AUTOMATIC INVOICE TEMPLATE GENERATION BASED ON INFORMATION EXTRACTED FROM INDIVIDUAL INVOICES CASTILLO-TORRES, KEISHA Y 41d
18674736 PERSONALIZED CAMPAIGN GENERATION THROUGH DEEP CUSTOMER LEARNING BEKERMAN, MICHAEL 62d
18932662 SYSTEM AND METHOD FOR PERFORMING KEYWORD-ASSISTED SEMANTIC SEARCHING CHAVEZ, RODRIGO A
18651668 SYSTEMS AND METHODS FOR PERSONALIZED SUMMARIZATION TECHNIQUES USING RETRIEVAL AUGMENTED GENERATION MANOHARAN, SHASHIDHAR SHANKAR
18450931 SYSTEMS AND METHODS FOR GENERATING RECOMMENDATIONS USING CONTEXTUAL BANDIT MODELS WITH NON-LINEAR ORACLES KRINGEN, MICHELLE THERESE

Interview Candidates (8)

Cases in front of an examiner whose interview lift is 10 percentage points or more — i.e. interviewed cases historically resolve more favorably than non-interviewed ones. The top 8 ordered by deadline are shown.

App #TitleExaminerDue in
18674732 COLLABORATIVE COMPONENTS FRAMEWORK FOR CONTENT-BASED RECOMMENDATIONS SYSTEM VIG, NARESH 34d
18412448 AUTOMATIC INVOICE TEMPLATE GENERATION BASED ON INFORMATION EXTRACTED FROM INDIVIDUAL INVOICES CASTILLO-TORRES, KEISHA Y 41d
18674736 PERSONALIZED CAMPAIGN GENERATION THROUGH DEEP CUSTOMER LEARNING BEKERMAN, MICHAEL 62d
19380828 DATA SERVICES WITH PRIVACY PRESERVATION AND REPEATABILITY LANIER, BENJAMIN E
18932662 SYSTEM AND METHOD FOR PERFORMING KEYWORD-ASSISTED SEMANTIC SEARCHING CHAVEZ, RODRIGO A
18791175 TWO PHASE META INSTRUCTION LIU, ZHE
18791172 ADVICE PLANNER SINGLETARY, TYRONE E
18435975 CONFIGURABLE API CONNECTOR MUDRICK, TIMOTHY A

Client Portfolio (1 client)

Client (Assignee)Pending OAs
Intuit 15

Top Art Units

Art UnitApps
24371
26581
24931
36251
36221
36211
26551
21981
26591
24961

Pending Office Actions

App #TitleClientExaminerArt UnitStatutesStatusDue inAIFiled
19380828 DATA SERVICES WITH PRIVACY PRESERVATION AND REPEATABILITY Intuit Inc. LANIER, BENJAMIN E 2437 §112DP Final Rejection Pending Nov 05, 2025
18932662 SYSTEM AND METHOD FOR PERFORMING KEYWORD-ASSISTED SEMANTIC SEARCHING Intuit Inc. CHAVEZ, RODRIGO A 2658 §102§103 Non-Final OA Pending Oct 31, 2024
18791175 TWO PHASE META INSTRUCTION Intuit Inc. LIU, ZHE 2493 §103 Final Rejection Pending Jul 31, 2024
18791172 ADVICE PLANNER Intuit Inc. SINGLETARY, TYRONE E 3625 §103 Non-Final OA Pending Jul 31, 2024
18674732 COLLABORATIVE COMPONENTS FRAMEWORK FOR CONTENT-BASED RECOMMENDATIONS SYSTEM Intuit Inc. VIG, NARESH 3622 §101§103 Non-Final OA 34d Pending May 24, 2024
18674736 PERSONALIZED CAMPAIGN GENERATION THROUGH DEEP CUSTOMER LEARNING Intuit Inc. BEKERMAN, MICHAEL 3621 §101 Non-Final OA 62d Pending May 24, 2024
18651668 SYSTEMS AND METHODS FOR PERSONALIZED SUMMARIZATION TECHNIQUES USING RETRIEVAL AUGMENTED GENERATION Intuit Inc. MANOHARAN, SHASHIDHAR SHANKAR 2655 §101§103 Final Rejection Pending Apr 30, 2024
18633387 DECODING INVERTIBLE EMBEDDINGS FOR INSTRUCTION PROMPT OPTIMIZATION IN BLACKBOX LARGE LANGUAGE MODELS Intuit Inc. ABOUD, ABDULLAH KHALED §103 Non-Final OA Pending Apr 11, 2024
18435975 CONFIGURABLE API CONNECTOR Intuit Inc. MUDRICK, TIMOTHY A 2198 §103 Non-Final OA Pending Feb 07, 2024
18412448 AUTOMATIC INVOICE TEMPLATE GENERATION BASED ON INFORMATION EXTRACTED FROM INDIVIDUAL INVOICES Intuit Inc. CASTILLO-TORRES, KEISHA Y 2659 §101§103 Non-Final OA 41d Pending Jan 12, 2024
18525333 API SECURITY SENSITIVE FIELDS Intuit Inc. ZARRINEH, SHAHRIAR 2496 §103 Non-Final OA Pending Nov 30, 2023
18525545 CONFIGURATION DRIVEN NATURAL LANGUAGE PROCESSING PIPELINE PROVISIONING Intuit Inc. SULTANA, NADIRA 2653 §103 Final Rejection 56d Pending Nov 30, 2023
18493676 SYSTEM AND METHOD FOR SPATIAL ENCODING AND FEATURE GENERATORS FOR ENHANCING INFORMATION EXTRACTION Intuit Inc. GAUTHIER, GERALD 2692 DP Final Rejection Pending Oct 24, 2023
18478867 SYSTEMS AND METHODS FOR ANSWERING INQUIRIES USING VECTOR EMBEDDINGS AND LARGE LANGUAGE MODELS Intuit Inc. SONIFRANK, RICHA MISHRA 2654 §103 Non-Final OA 1d overdue Pending Sep 29, 2023
18450931 SYSTEMS AND METHODS FOR GENERATING RECOMMENDATIONS USING CONTEXTUAL BANDIT MODELS WITH NON-LINEAR ORACLES Intuit Inc. KRINGEN, MICHELLE THERESE 3689 §101§102§103 Non-Final OA Pending Aug 16, 2023

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