TABLE OF CONTENTS

• Introducing Sophia Document
• Start chatting with this patent
• Open discussion with the patent
• Use our Prompt library
• About my previous chats with patents?
• Q&A, limits and other considerations

Introducing Sophia Document

Sophia Document is an interactive AI tool that can assist in understanding and extracting key information from patent documents. You can interact with it by asking questions or prompting it to perform specific review tasks.

This AI-powered tool intends to:

• Accelerate your review work
• Target information retrieval
• Enhance comprehension
• And provide a pre-analysis support

For full details on how your information is processed, with or without third-party intervention, please refer to the disclaimer document: AI tools in Orbit Intelligence: Usage disclaimer

This feature is currently available for Advanced and Premium users. Each of these two subscription tiers, includes a certain number of credits. You can check your remaining credits by selecting the model in the chat input box (details below): 

Each user receives a credit allocation per month, automatically refilled on the 1st of each month. Unused credits do not roll over to the next month. Credit allocation by license type:

• 200 credits for a Premium user
• 100 credits for an Advanced user

Each time the Expert model generates an answer, one credit is consumed. Using the Fast model does not consume credits.

When you use more than 50% of your monthly credits, a warning is shown in the menu.

If you wish to change your plan, contact your Key Account Manager for more information.

Start chatting with this patent

When you open the Sophia Document tab, by default a “representative member” of the patent family is selected for chatting. Please see your user settings / Display section if you want to change this default selection. To chat with a different family member, click its name in the left panel; the center panel will reload with its context.

When you display a hitlist from the Search Module, on the right-hand pane, please use the Preview tab. Review with Sophia Document button will appear as following:

The dedicated interface will open - similar to the Family view interface - displaying three panels: 

You can browse each publication stage in the left panel and read its content in the center. The Sophia Document tab stays active until you click Back to list (top left).

Open discussion with the patent

Once in chat mode, all your questions should relate to the patent’s content. For example, after reading the Key Content tab, you might ask about “Oldham’s ring and its importance in this context?”

Sophia document will always make links to paragraphs and claims numbers, to source its answer with the patent's fulltext. 

There is no fixed format required for your input, though we recommend avoiding overly polite phrasing - our prompt processing will strip it anyway. If your question is off-topic or irrelevant, an error message is displayed.

The default language for discussion is English. But you may instruct it to respond in another language, or simply ask your next question in your native language. Be aware that non-English responses may be less precise, as most LLMs are primarily trained on English text.

Your chat history with the patent is saved in your personal Orbit Intelligence data until you click Reset Chat.

Use our Prompt library

Our AI-team works to provide curated library of prompts. ). If you want to adapt a prompt, copy one you like and edit it before using it.

Please note that you can’t save custom prompts to the library at present.

Prompts are organised by use case, such as; 

• Technical review: Understand core technical concepts, clearly define terms, and handle complex technical details.
• Claims analysis: Understand the claims structure, identify claims support and limitations, detect claim form.
• Data extraction: Extract scattered, important data from the patent text into actionable format.

You can combine categories with AND (e.g Technical review and Claims analysis). If nothing shows, try removing one category.

Some prompts require you to fill in placeholders (e.g. {[TEXT STRING]} ) before running (otherwise, it will not work, so it needs to be either removed or replaced, including the brackets).

Here a typical starting point for an in-depth understanding of claims:

Some prompts will produce a better and more precise results with the Expert model activated. This model is able to manage the whole fulltext (except the most larger patent, see last section below) and efficiently sifting this content to find exactly what you are requesting. 

However, this will take up to 3 minutes to answer, and you probably already have understood, it will use one credit as described above.

The Fast model is ideal for regular or simpler prompts that don’t need to parse the entire document.

And here after the result:

Once a response appears, you can use the “Copy” button (at the bottom right) to capture the output, including publication stage, kind, and timestamp.

Here the raw content copied in my clipboard: 

EP-168561 B1 | 04/10/2025 17:27 UTC+2

Claim  Support
Claims:1  Description paragraphs: [0001], [0010], [0012], [0013], [0016], [0017], [0019], [0020], [0021], [0026], [0027], [0029]
These paragraphs collectively describe the scroll compressor structure, the arrangement of the sealed vessel, frame, stationary and orbiting end plates, annular protrusion, suction and discharge ports, the lower pressure chamber, and the positioning of the Oldham's ring, as claimed.
Claims:2  Description paragraphs: [0017], [0030]
These paragraphs disclose the connection of a gas suction tube to the lower pressure chamber, as required by this claim.
Claims:3  Description paragraphs: [0030]
This paragraph describes the provision of a cover plate on the stationary end plate, supporting the subject matter of this claim.
Claims:4  Description paragraphs: [0017], [0027], [0028]
These paragraphs discuss the means for fixing the stationary end plate to the frame (bolts 47) and how the pressure generated inside the compression chambers is supported by this fixing means.
Claims:5  Description paragraphs: [0017], [0020], [0026]
These paragraphs describe the communication of the suction port with the lower pressure chamber and the flow of gas into the compression chambers and the lower pressure chamber, as claimed.