Prosecution Insights
Last updated: August 06, 2026

Ward And Smith, P.A.

11 pending office actions • 8 clients • 9 examiners • 8 art units • 0 of 11 (0%) have an AI response strategy ready

Quality Metrics (n=950 apps, methodology: how we score firms)

92.1%
Allowance Rate
n=950
+0.53σ
Allowance Rate (norm)
n=950
2.3
OAs to Allowance
n=664
-0.80σ
OAs to Allow (norm)
n=664
793 days
Time to Allowance
n=664
+1.8pp
Interview Lift
n=950
16.0%
RCE Rate
n=950
0.7%
Appeal Rate
n=950

Rejection Performance (% of received rejections ultimately overcome)

55.0%
§101 Overcome
n=40
83.6%
§102 Overcome
n=232
86.1%
§103 Overcome
n=331
89.6%
§112 Overcome
n=202

Specialization & Scale

H01L, H10D, H10B
Top CPC Subclasses
24%
Top-3 CPC Share
n=950
4
Practitioners
n=950
237.5
Apps / Practitioner
n=950

Portfolio Summary

11
Total Pending OAs
6
Non-Final OAs
5
Final Rejections
0
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.

0
Overdue
1
Due this week
1
Due this month
3
Due in next 60 days
0
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
Due ≤ 7 days (1)Due ≤ 30 days (1)Due ≤ 60 days (3)

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 (55%)
5
Medium (45%)
0
Easy (0%)
0
Unknown (0%)

Rejection Statute Mix

BucketCases
§101 only1 (9%)
§101 + other4 (36%)
§103 only4 (36%)
§102 only1 (9%)
Multi-statute (no §101)1 (9%)

Industry Mix

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

0
Life Sciences
0% of docket
1
Information Tech
9% of docket
0
Communications
0% of docket
0
Semiconductors
0% of docket
6
Mechanical / Eng
55% of docket
4
Business / Other
36% 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.

110 h
Manual time on pending OAs
22 h
Time saved (low, 20%)
38 h
Time saved (mid, 35%)
1.0 wks
FTE-weeks freed (mid)

Top Examiners on this docket

ExaminerApps on this docketAllow rateInterview lift
MORRIS, KATHERINE ELIZABETH 3 95.3% +5.3%
BAIG, SENIYA 1
GOODMAN, MATTHEW PARKER 1 21.3% +30.9%
DEMEREE, CHRISTOPHER R 1 69.0% +13.9%
TRIGGS, ANDREW J 1 66.8% +27.6%
GILLS, KURTIS 1 57.7% +29.0%
FU, HAO 1 50.0% +25.0%
CARTER, CHRISTOPHER W 1 74.6% +20.4%
TUTOR, AARON N 1 33.3% +33.0%

Quick Wins (3)

Cases in front of an examiner with an allow rate of 80%+ where the difficulty is Easy or Medium. The top 3 ordered by deadline are shown.

App #TitleExaminerDue in
35524897 Tea packaging box MORRIS, KATHERINE ELIZABETH 47d
35524902 Tea packaging box MORRIS, KATHERINE ELIZABETH
35524887 Tea packaging box MORRIS, KATHERINE ELIZABETH

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
18434217 Beehive Management System and Methods of Using Same CARTER, CHRISTOPHER W 5d
18828067 Carton DEMEREE, CHRISTOPHER R 22d
18637819 Employment and/or Income Verification System and Methods FU, HAO 50d
18070632 GEMSTONE INVENTORY TRACKING, MANAGEMENT, AND SALES SYSTEMS AND METHODS TUTOR, AARON N 57d
18918390 Gemstone Grading Report Including Weblink to Current Pricing and/or Value Information and Methods GOODMAN, MATTHEW PARKER
18640227 System for Optimizing Product Distribution to Retail Outlets GILLS, KURTIS

Interview Candidates (7)

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 7 ordered by deadline are shown.

App #TitleExaminerDue in
18434217 Beehive Management System and Methods of Using Same CARTER, CHRISTOPHER W 5d
18828067 Carton DEMEREE, CHRISTOPHER R 22d
18637819 Employment and/or Income Verification System and Methods FU, HAO 50d
18070632 GEMSTONE INVENTORY TRACKING, MANAGEMENT, AND SALES SYSTEMS AND METHODS TUTOR, AARON N 57d
18918390 Gemstone Grading Report Including Weblink to Current Pricing and/or Value Information and Methods GOODMAN, MATTHEW PARKER
18766795 Pedestal Paver Lock Down Systems and Methods TRIGGS, ANDREW J
18640227 System for Optimizing Product Distribution to Retail Outlets GILLS, KURTIS

Client Portfolio (8 clients)

Top Art Units

Art UnitApps
29233
36281
37341
36351
36241
36951
21171
36271

Pending Office Actions

App #TitleClientExaminerArt UnitStatutesStatusDue inAIFiled
35524897 Tea packaging box Bettys & Taylors Group Ltd. MORRIS, KATHERINE ELIZABETH 2923 §103 Final Rejection 47d Pending Jan 17, 2025
35524902 Tea packaging box Bettys & Taylors Group Ltd. MORRIS, KATHERINE ELIZABETH 2923 §103 Final Rejection Pending Jan 17, 2025
35524887 Tea packaging box Bettys & Taylors Group Ltd. MORRIS, KATHERINE ELIZABETH 2923 §103 Final Rejection Pending Jan 17, 2025
18989157 Live Fire Training System and Method Including a Modular Live Fire Burn Room for Training Firefighters D.R. Reynolds Company, Inc. BAIG, SENIYA §103 Non-Final OA Pending Dec 20, 2024
18918390 Gemstone Grading Report Including Weblink to Current Pricing and/or Value Information and Methods Digital Mining, LLC GOODMAN, MATTHEW PARKER 3628 §101§103§112 Final Rejection Pending Oct 17, 2024
18828067 Carton Inno-Pak, LLC DEMEREE, CHRISTOPHER R 3734 §102§103 Non-Final OA 22d Pending Sep 09, 2024
18766795 Pedestal Paver Lock Down Systems and Methods Piedmont Innovative Products, LLC TRIGGS, ANDREW J 3635 §102 Non-Final OA Pending Jul 09, 2024
18640227 System for Optimizing Product Distribution to Retail Outlets Analogy Partners, LLC GILLS, KURTIS 3624 §101§103 Non-Final OA Pending Apr 19, 2024
18637819 Employment and/or Income Verification System and Methods Verificationprofessional, LLC FU, HAO 3695 §101§103 Final Rejection 50d Pending Apr 17, 2024
18434217 Beehive Management System and Methods of Using Same Hivetracks, Inc. CARTER, CHRISTOPHER W 2117 §101§102 Non-Final OA 5d Pending Feb 06, 2024
18070632 GEMSTONE INVENTORY TRACKING, MANAGEMENT, AND SALES SYSTEMS AND METHODS Digital Mining, LLC TUTOR, AARON N 3627 §101Other Non-Final OA 57d Pending Nov 29, 2022

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