Notes

A note is a rich-text page inside a research database. It is where you write up what the analysis means: the place for conclusions, caveats and next steps, in plain prose rather than rows and columns.

Every other page in a research holds evidence. A table lists the records; a dashboard charts their shape. A note is the human-readable output that sits on top of all of it, the document you hand to counsel or to a product team once the work is done.

A note at a glance#

Here is the kind of write-up a finished analysis produces, a verdict with the evidence on the same page.

It reads like a document, not a database. A title, a few sentences of judgement, a quoted warning, a checklist of what happens next. The publication numbers are live links: click one and you land on that patent. The conclusion and the evidence it rests on live together.

Writing in a note#

A note is free-form. Start typing as you would in any document and press Enter for a new paragraph. If you think in Markdown, the usual shortcuts work: # starts a heading, - a bullet, > a quote.

Select any text to bring up a floating toolbar with bold, italic, headings, color and highlight; type a colon to drop in an emoji. That toolbar shapes text you have already written. To add something new, you reach for a block.

Blocks#

Text is only the start. A block is any element you insert into the page, from a heading to a live chart. Type / anywhere to open the block menu without leaving the keyboard, filter by typing, then press Enter. The blocks fall into six groups.

Text#

The essentials of any written document: paragraphs, three heading levels, bullet, numbered and to-do lists, blockquotes and code blocks.

Layout#

Structure for longer notes. A table for tabular asides, a table of contents that builds itself from your headings, and a separator to break one section from the next.

Images#

A resizable image with a caption, uploaded or pasted straight in.

Molecule#

A molecule block turns a SMILES string into a 2D chemical structure, drawn in place. Paste the notation for a compound and the structure appears inline, so a write-up can show the chemistry it discusses rather than only naming it.

Charts#

Drop a chart into the page from the slash menu and it behaves exactly like a tile on a dashboard. Bar, line, area, pie, donut and tree charts, plus a single-number stat, each counting live records and redrawing as the database changes.

That keeps a verdict next to the evidence it reasons about, like which companies own the field.

Jobs#

A status block listing the running and pending analysis for the research, the same block the executive summary shows while it fills itself in.

Links#

A note does not just sit beside the database. It points back into it, to the records and pages it concerns, and out to the wider web. As you write, Patalyze turns the right text into a live link, so a write-up stays tied to the records and mappings behind it even as the analysis grows.

Patents#

Type a publication number like US11888132B2 and it becomes a link to that patent. Patalyze recognises standard publication numbers, a country code followed by the number, such as EP3866227A1, and resolves each one against the corpus as you type.

Hover a link to preview the patent; click to open it.

Products#

Type a product's name and it links to that product the same way. Patalyze matches the names already in your research, so a product becomes linkable the moment it is added.

A name shared by more than one product is left as plain text, so a link never points at the wrong one.

Pages#

A patent or product link opens a single record. Typing the name of another page in this research links to that page instead, whether it is a table, a note or a dashboard, with the page's icon in front.

Patalyze matches the page names in the research, so a page becomes linkable as soon as it is created.

External links#

For anything outside the database, links work as they do anywhere else. Select some text and paste a URL to link it, or type a bare address and Patalyze turns it into a hyperlink. The selection toolbar lets you add, edit or remove a link, and external links open in a new tab.

The executive summary#

You do not always start from a blank page. Each workflow writes one note for you: an executive summary. It is the clearest example of a note as the human-readable output of a research, since it reads the mappings in the database and turns them into prose.

The note appears as soon as the workflow starts and tracks the steps in progress while they run. Once the analysis finishes, it fills itself in, calling out the highest-risk patents and the specific claim elements that read on your product. What it contains depends on which workflow produced it.

Freedom to Operate#

A Freedom to Operate summary reads as a verdict on whether you can ship. It opens with a one-line call, Clear, Mitigation required or High risk, and a table of the headline numbers, then works down through:

• A risk deep dive: the highest-risk patents, each with its owner, its risk band, and the claim elements that read on your product with the evidence behind them.
• Geographic and legal exposure: the countries and legal statuses where those patents are live.
• Feature risk attribution: which of your product's features trigger the most high-risk hits, so the redesign targets that would clear the most overlap are named first.
• Recommendations: practical next steps tied to the data, from redesign priorities and licensing to invalidity review and third-party observations.

Infringement Detection#

An Infringement Detection summary runs the other way, as a verdict on which products practice your claims. It opens with a one-line takeaway and a core-insights table, then covers:

• A dataset overview: the top patent owners and the target manufacturers in scope, when more than one is present.
• A claim-score analysis: how the matches spread across the score bands and how concentrated the strongest ones are.
• Top targets: the strongest product matches, each with the patent it reads on, the match strength, and the claim elements it appears to practice with evidence.
• Geographic enforceability: the countries and statuses of the high-scoring patents.
• Recommendations: next steps, from closer claim-chart review and evidence collection to licensing or litigation on the strongest matches.

Either way the summary leads with the verdict, embeds charts for the distributions that matter, and links every patent and product back to its record. Treat it as an automated first pass, not a legal opinion. From there it is an ordinary note: edit it, restructure it, add your own judgement, then hand it to your legal or product team.