OnboardingPatent Portfolio

Patent Portfolio Onboarding in One Upload: ABIGAIL Bulk Import

Add your entire patent portfolio to ABIGAIL by uploading a spreadsheet with one column of US application numbers. ABIGAIL auto-parses any format and syncs all case data from USPTO Patent Center automatically.

Roger HahnPatent Attorney (USPTO Reg. No. 46,376) | JD, MBA, MS | Founder, ABIGAIL | March 29, 2026 | 6 min read

How Do I Add My Patent Portfolio to ABIGAIL?

Upload a CSV, TXT, or XLSX file with one column containing your US application numbers. ABIGAIL automatically parses any number format and creates a case record for each application. A real-time progress bar shows sync status as each case is populated from USPTO Patent Center.

There is no template to fill out. No mapping step. No field matching. The only requirement is that the file contains US application numbers. ABIGAIL finds them, normalizes them, and syncs them — one upload to add your entire active docket.

Just one column needed: Your spreadsheet can have other columns — client names, matter numbers, internal codes. ABIGAIL scans every cell and extracts anything that looks like a US application number. Everything else is ignored.

What Application Number Formats Does ABIGAIL Accept?

ABIGAIL accepts 7-digit and 8-digit US application numbers in any format. All variations are normalized automatically to the standard USPTO format before syncing.

Input Format	Example	Accepted?
8-digit with slashes	16/123,456	Yes
8-digit without slashes	16123456	Yes
7-digit with slashes	7/123,456	Yes
7-digit without slashes	7123456	Yes
With commas	16/123,456	Yes
Without commas	16/123456	Yes
Leading zeros	08/123,456	Yes
Bare digits only	18150225	Yes

What Data Does ABIGAIL Pull from USPTO After Import?

After importing application numbers, ABIGAIL syncs with USPTO Patent Center to retrieve the full prosecution record for each application. Each case is populated automatically — no manual data entry required.

Current prosecution status

Invention title

Inventor names

Examiner name

Art unit

Filing date

Confirmation number

Continuity chain (parent, child, continuation relationships)

Priority claims

Pending deadlines

Continuity chains included: ABIGAIL automatically maps parent applications, child applications, continuations, continuations-in-part, and divisional relationships for every imported case. The full family tree is visible from the case detail view.

How the Bulk Import Process Works

The entire onboarding flow from file upload to a fully populated docket takes minutes, not hours. Here is how it works step by step.

Export your active docket from your current system

Export a CSV or spreadsheet from your existing docket software, billing system, or case management tool. The file only needs to contain application numbers — no special formatting required.

Open the bulk import dialog in ABIGAIL

Navigate to the Docket section and select Bulk Import. The dialog accepts CSV, TXT, and XLSX files.

Upload your file

Drag and drop or select your file. ABIGAIL immediately scans all cells and extracts application numbers using the regex pattern that accepts all standard USPTO formats.

Review the extracted application numbers

ABIGAIL displays a preview of every application number it found, normalized to standard format. You can review before confirming the import.

Confirm and watch the sync progress

After confirmation, ABIGAIL creates a case record for each application and begins syncing data from USPTO Patent Center. A real-time progress bar shows the status of each case as it populates.

Your docket is live

Once sync completes, all cases appear in your docket with current status, deadlines, examiner data, and continuity chains. Cases with pending deadlines are automatically sorted into the urgency tiers.

What Happens After Cases Are Imported?

Imported cases are immediately active in the docket system. Once a case is in ABIGAIL, it is monitored for new Office Actions, deadline changes, and status updates on every nightly sync cycle. You do not need to configure anything further — the monitoring starts automatically.

Urgency Grouping

Cases with deadlines are automatically sorted into Critical, High, Medium, and Low urgency buckets based on days remaining.

Nightly Sync

Every case is re-synced nightly with USPTO Patent Center. New Office Actions and deadline changes trigger immediate email and SMS alerts.

Add Cases Anytime

You can run bulk import again at any time to add new cases. Duplicate application numbers are detected and skipped — existing case data is not overwritten.

Frequently Asked Questions

Can I add individual cases without a spreadsheet?

Yes. The docket has an Add Case button that accepts a single application number. ABIGAIL syncs the case immediately. Bulk import is designed for initial onboarding or adding large batches at once.

What if some application numbers in my file are invalid or not in USPTO records?

ABIGAIL shows which application numbers could not be synced after the import completes. Numbers that do not match an active USPTO record are flagged with an error status. Valid numbers are imported successfully regardless.

Does ABIGAIL support provisional applications?

Provisional applications (series code 60, 61, 62) can be imported and tracked in the docket. The prosecution tools (Office Action response, forms, AI analysis) are designed for non-provisional utility applications, but the docket and deadline tracking work for provisionals.

How long does the initial sync take for a large portfolio?

Sync time depends on portfolio size and USPTO API response times. Each case is synced sequentially against USPTO Patent Center. The progress bar shows live status so you can see which cases have been completed.

Can my entire firm use one ABIGAIL account for a shared docket?

Yes. ABIGAIL supports multi-user access with role-based permissions. All cases added to the account are visible to all users with appropriate access. Notification preferences can be configured independently per user.

Your Entire Docket. One Upload.

Stop entering cases one by one. Upload your spreadsheet and ABIGAIL builds your entire active docket from USPTO records automatically.

Monitoring

Nightly Patent Prosecution Monitoring: Automated Deadline Alerts

Docket

The ABIGAIL Docketing Dashboard: Urgency Grouping and Examiner Intelligence

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