Configuring GPT prompt templates

To edit GPT prompt templates, perform the following steps inside the Patent Drafting Preferences window:

  1. Switch Template Type to "GPT Prompt" option:


  1. Select one of the configured document shell templates and then click on the Edit button in the lower right corner of the preferences window  (if you don't have any such templates configured or need to make a copy, create a new one using the Add or Duplicate buttons shown above):


  1. Edit the selected GPT prompt template settings, then click on Accept Edits to save:

The following options are available from the General Settings window:

    1. Specifies the name of the GPT prompt template.
    2. Specifies whether the template is a post-processing template used for rewriting text with GPT. If this option is checked, the template will appear in the drop-down list in the Rewrite text with GPT tool.
    3. Use this slider to make GPT responses more or less random/deterministic. Corresponds to the temperature setting for the GPT.  Higher values will make GPT output more random/creative, while lower values like.will make it more focused and deterministic. It's a good practice to always review GPT responses for factual correctness, especially if you are using GPT prompts with settings for higher response randomness/creativity.
    4. Specifies the role/behavior for the GPT prompt.  The default behavior is "You are a patent attorney/agent", but other instructions can be used.
    5. Specifies the text of the GPT prompt.  There many different operations GPT can perform on the passed-in text, but some of the interesting things you can ask GPT to do include:
      • Explain or define a technical term
      • Re-write a text portion more eloquently
      • Write a paragraph or two explaining the state of problems with the current technology
      • Generate sample data tables for you
      • Draft some portions of the application based on the passed-in subject matter, such as title, background, etc.


      Use [INPUT] as a placeholder that will be enriched from the document data by ClaimMaster when the template + input are selected in the Generate text with GPT tool. The following inputs are available in that tool:

      • Special inputs:
        • Text in the preview window - allows applying GPT transformations on the results produced by previous GPT requests
        • Selected text in the document
        • Surrounding word/sentence/paragraph at the cursor's current position
        • All document text
      • Part names extracted from the document
      • Acronyms extracted from the document
      • Terms extracted from claims
      • Claim text and individual limitations

In addition, the following replacement fields are available specifically when a figure is being passed to GPT/LLM for processing:

      • [FIGURE_NUMBER] - specifies the figure #. 
      • [FIGURE_SHORT_DESC] - specifies short description of the figure that would be extracted from the specification, if available.  
      • [FIGURE_PARTS] - specifies the list of part #s extracted from the figures or  part names + numbers extracted from the Specification (item 2).

Note: You can tell GPT where the instruction portion ends and the context begins by using separators ### or ---. Doing so ensures that GPT distinguishes between the instructions and the rest of the text input, especially if the size of the text section is large. For example, you can configure GPT templates in ClaimMaster with the [INPUT] or [FIGURE_XXX] section separated from the instructions as follows:


We recommend that you do not pass sensitive data as input unless you review and are OK with OpenAI's data usage policies.

Adding examples and additional context to GPT prompts

To possibly improve the quality of GPT/LLM output you can also pass example output or additional context as part of GPT prompts.  Note - you need to edit the contents of this window before sending text prompts to GPT.  This additional example/context text would be configured as part of the GPT template - to add example/context, switch to the "Example/Context" tab when editing a GPT prompt:

The following options are available from the Example/Context window used for specifying additional context and examples for GPT templates:

    1. This window specifies the text of the example or additional context for the GPT prompt template.
    2. Click this button to load the text into the example window (item 6) from the selection in the open Word document.
    3. Click this button to load the text into the example window (item 6) from another Word document.
    4. Click this button to load the text into the example window (item 6) using the text for the specified patent number or a publication number.