Support / System knowledge

Frequently Asked Questions

96 answers across 14 topics, covering Lumen, the autonomous research intelligence layer, and the Lapis workspace it runs in.

96 answers across 14 topics

Lumen

Autonomous researchers on your program, and what they send back.

[01]

Lumen basics

What it is and what it is not.

7 answers

01What is Lumen?+

The research intelligence side of Lapis. You brief it on a program, and autonomous researchers called Scouts read the public record continuously and tell you what changed. Every finding arrives with its evidence attached.

02How is Lumen different from a saved search or a keyword alert?+

A keyword alert only fires when someone happens to use your words. Lumen scores each record against your technology, your roadmap, and your claim position, so it catches the filing that describes the same mechanism in different language.

03What does Lumen actually read?+

Six streams, read as one evidence layer: patents and published applications, research literature, grants, clinical trials, regulatory activity, and company movement. No source is read in isolation, because none of them are conclusive in isolation.

04Do I get everything it finds, or only part of it?+

Only what survives. Almost everything fails the relevance test against your program, and that rejection is the work. Of a typical week of public output, roughly 0.003% reaches a decision brief.

05Is Lumen a replacement for an intelligence analyst or a consultant?+

It covers the continuous reading an in-house analyst would do, without the hire, and unlike a commissioned report it does not start ageing the day it lands. What to do about a finding stays your team's call.

06Do I need the Lapis workspace to use Lumen?+

Yes. Scouts run inside a Project, so findings, documents, and collaborators all sit in the same place.

07How soon will I see something useful?+

Create a Project, brief your first Scout, and findings start landing on your Dashboard on its first scan.

[02]

Scouts

Briefing them, running them, and checking their coverage.

9 answers

01What is a Scout?+

An autonomous researcher assigned to one program. You give it an objective, the entities that matter, which sources and patent offices to read, and how often to run.

02How is briefing a Scout different from writing a query?+

You describe what you are protecting and what would matter if someone else moved on it. Everything the system judges later is judged against that brief, so you are not maintaining a keyword list.

03What goes into a Scout brief?+

The project it protects, the key entities and terms, the sources and patent offices to read, the scan schedule, and any named organizations you want watched.

04What are the six scout types?+

Overlapping mechanisms, emerging methods, freedom to operate, named organizations, clinical and regulatory activity, and competitor movement. All six are included on every plan.

05Can one Scout cover more than one angle?+

Yes. A Scout can run sub-scouts, each carrying part of the objective, and their results roll up into the same findings feed.

06How often does a Scout run?+

On the schedule you set, as often as every day. You can also start a run manually, and a run keeps going if you navigate away from the page.

07Can I change a Scout after it is running?+

Yes. Edit the brief, its sources, or its schedule at any time. Changes take effect on the next scan, and findings already surfaced stay where they are.

08Can I pause a Scout?+

Yes, from the Scout's overview. A paused Scout keeps its run history and everything it has already surfaced.

09How do I know a Scout is covering the whole perimeter?+

Its overview shows which sources are live and how much of the perimeter is being watched. The run history logs records read, how many earned deep analysis, and how many were surfaced.

[03]

Findings and evidence

Why something was surfaced, and how to argue with it.

8 answers

01What is a finding?+

A record, or a set of records, that cleared the relevance threshold for your program, together with the reason it was surfaced and the evidence underneath it.

02How do I know why something was surfaced?+

Every finding carries the trail that produced it: when the record was ingested, what it was screened against, what it was cross-referenced to, and the moment it was escalated. Nothing arrives as a verdict you have to take on trust.

03Can I get to the original document?+

Yes. Every finding links out to the source record at the office or publisher that published it.

04What does the relevance score mean?+

Technical overlap, intent, evidence quality, and proximity to your protected core are scored separately, then weighed. Below the threshold the entity stays on watch and nobody is interrupted.

05A finding was off the mark. Can I correct it?+

Yes. Tell the Scout whether a finding was useful, and that feedback sharpens what it surfaces next.

06Why did a week produce almost nothing?+

Usually because there was almost nothing. The run history shows records read against records surfaced, so a quiet week reads as genuinely quiet rather than as a system that stopped working.

07Can several unremarkable records add up to one finding?+

That is the point. Weak records are linked back to the organization behind them, so a scattering of documents becomes one actor with a direction.

08How do I filter the findings feed?+

By week, by briefings or findings only, and by relevance, source, and time range.

[04]

Briefings and analysis

What actually reaches your team.

6 answers

01What is in a briefing?+

What changed, the evidence it rests on, which part of the program it touches, how confident the system is, and what is worth doing about it.

02How often do briefings arrive?+

On your schedule, as often as every day. Weekly is the common cadence.

03What does the weekly briefing show?+

Five risk axes, each either moved or flat against a stated baseline, with the findings that moved them cited underneath. A quiet week is allowed to read as quiet.

04What does the Analysis view add?+

What the record is, who filed it, what it overlaps, and why that matters to your program specifically.

05Can I take this straight into a board meeting?+

That is what it is built for. Briefs, charts, graphs, and coverage maps are ready to present, with no exports to chase and nothing to assemble by hand the night before.

06Can I share a briefing outside my team?+

Yes, through the same external collaborator controls as the rest of the workspace, scoped to a single Project.

[05]

Sources and coverage

Where the evidence comes from.

6 answers

01Which patent offices does Lumen read?+

USPTO, EPO, WIPO, CIPO, JPO, IP Australia, KIPO, CNIPA, UK IPO, and DPMA. Offices are selected per Scout.

02How much gets published in a week?+

Roughly 150,000 patents, 49,000 papers, 2,800 grants, 1,400 trials, and 860 regulatory events. About 204,000 new records in seven days.

03Can I request a source you do not cover yet?+

Yes, on the Program plan and above.

04Can Lumen read our private or unstructured data?+

Private and messy internal sources can be wired in on the Portfolio plan.

05How current is any of this?+

The perimeter is read continuously rather than in periodic sweeps, so movement surfaces while it is still evidence instead of after the announcement.

06Is Lumen only about patents?+

No. Patents are the largest stream by volume, but a filing on its own rarely settles anything. Literature, funding, trials, regulatory activity, and hiring are read alongside it.

The Lapis workspace

Projects, documents, search, and the people you share them with.

[01]

Getting started

First account, first Project.

3 answers

01How do I sign up for an account?+

Admins set up the organization first. Team members join through an emailed invite link. Sign up with Google, or with email and password.

02What is an organization?+

Your team's private workspace in Lapis, home to every Project, Scout, and Finding.

03What is the very first thing I should do?+

Create a Project, then deploy your first Scout. Findings start landing on your Dashboard right away.

[02]

Projects

The unit everything else hangs off.

13 answers

01What is a Project?+

The workspace where Lumen tracks a specific technology or program, with your documents, findings, and competitor data in one place.

02What are the tabs inside a Project?+

Dashboard for the latest brief, Findings for what your Scouts found, Search for patent and literature lookup, and Map for landscape views.

03How do I create a new Project?+

Click "+ New", select "New Project", name it, and set its visibility.

04How do I add collaborators to a Project?+

Go to the Collaboration tab and click "Add Collaborator".

05How do I add my entire team at once?+

In "Add Collaborators", click "Add Entire Team".

06How do I add someone outside my organization?+

Use the "External" tab in "Add Collaborators" and enter their email.

07How do I change a member's role within a Project?+

Find them in the Collaboration tab, open the three-dot menu, and select "Update Role".

08What is the difference between a public and a private Project?+

Private is invite-only. Public is visible to your whole organization.

09What is the difference between an organization role and a Project role?+

Organization roles apply account-wide. Project roles apply only within that Project.

10Can I create custom roles for a Project?+

Yes, under Project Settings, then Roles and Permissions.

11How is a Project's Changes log different from the main one?+

The main log covers organization-level activity. The Project log covers only that Project's edits.

12What happens when I archive a Project?+

It becomes read-only. Unarchive at any time to restore full access.

13What happens when I delete a Project?+

Deletion is permanent and erases everything in the Project. It cannot be recovered.

[03]

Managing data and content

Files, folders, and what deleting really means.

5 answers

01What kinds of files can I upload?+

DOCX, PDF, TXT, PNG, and JPG. Drag and drop several at once.

02How do I create a new folder?+

Click "+ New" and select "New Folder".

03How do I create a new document?+

Click "+ New" and select "New Document".

04How do I move files and folders around?+

Drag and drop in the sidebar, or use "Move to Folder" from a document's menu.

05What is the difference between archiving and deleting a document?+

Archiving hides it but keeps it safe. Deleting is permanent and cannot be undone.

[05]

Maps and insights

Reading the landscape, including the empty parts.

4 answers

01How do I spot gaps in the landscape, not just activity?+

Look for white space on the Topographic and Positioning maps. It marks where nobody has filed, or where the field is still open.

02What is the Map tab for?+

Landscape views of the space around your program: where activity is dense, who is clustered together, and where nothing has been filed at all.

03Why does empty space matter as much as activity?+

Activity tells you where a field is crowded. Empty space is where the next opening is, and it is the part a list of alerts will never show you.

04Does the map update as findings come in?+

Yes. The landscape is rebuilt from the same continuously read record the findings come from.

[06]

Team and account

Roles, groups, and who can see what.

7 answers

01How do I invite collaborators to my workspace?+

Click "+ Add Members" on the Team page. Paste emails, or upload a CSV for larger groups.

02How do I create a Group?+

Select members on the Collaboration page and click "Create Group".

03How do I add an existing member to a Group?+

Select them, then choose "Add to Group" from the action menu.

04What is the difference between the Team and External Collaborators tabs?+

Team is your organization's members. External Collaborators are outside partners, and only on the specific Projects you add them to.

05What are the default user roles?+

Member views and edits what they are assigned. Trusted Contributor creates and manages. Admin manages users and permissions. Owner controls billing and the account.

06What is the difference between deactivating a member and removing them from a Project?+

Deactivating cuts off the whole organization. Removing only drops them from that one Project.

07Where do I upgrade my plan or find invoices?+

Account or Billing in settings. Owner access is required.

[07]

Troubleshooting and support

The things that come up most.

5 answers

01I made a mistake editing a document. Can I go back?+

Yes, use "Version History" from the document's menu.

02I added someone to my organization, but they cannot see our Projects.+

Organization access does not include Project access. Add them to each Project separately.

03An external collaborator cannot access our Project.+

Confirm they were invited, that they accepted the email, and that their status shows "Active".

04I archived a Project by mistake. How do I get it back?+

Unarchive it from Project Settings, then General Settings.

05Where can I get help if I am stuck?+

Use Support in the main menu to book a call, email us, or find us on Slack or LinkedIn.

Plans, security, and data

What it costs, and how your work is protected.

[01]

Plans and billing

Three tiers, and what separates them.

6 answers

01What does it cost?+

Pilot is $500 a month, Program is $1,000 a month, and Portfolio is priced per portfolio.

02What is the difference between the plans?+

Pilot is a low-commitment look at what Lapis finds in your space. Program is for teams running active programs and adds source requests and priority support. Portfolio covers unlimited programs, custom scout schedules, your private data sources, SSO, a security review, a DPA, and dedicated support.

03Are all six scout types on every plan?+

Yes, on every plan, including Pilot.

04How many programs can I scout?+

Pilot and Program are scoped per program. Portfolio covers unlimited programs.

05How often can briefs be delivered?+

On your schedule, as often as every day, on every plan. Portfolio adds fully custom scout schedules.

06Can I see what it finds before committing?+

Yes. Bring one program and the organizations you already worry about, and we will show you what the last ninety days of public record say about them.

[02]

Security and data

Encryption, sign-in, hosting, and access.

8 answers

01How is our data protected?+

HTTPS and TLS 1.2 in transit, and AES 256-bit encryption at rest.

02How do people sign in?+

Google SSO or email codes. You can restrict the workspace to approved sign-in methods only.

03Can we restrict access to our own network?+

Yes, workspace access can be limited to your private network.

04Do you keep audit logs?+

Audit logs track important workspace events over the last 3 months.

05Where is our data hosted?+

Multi-region hosting is available, so you can choose where your data lives.

06Can we control which third-party apps connect?+

Yes. You control which third-party apps can access your Lapis workspace, and you can restrict system-level privileges.

07Can we get a security review and a DPA?+

Both are available on the Portfolio plan.

08Who can see our work by default?+

Private Projects are invite-only. Public Projects are visible to your organization. External collaborators only ever see the Projects you add them to, and private teams can be created for work that should stay narrower still.

Still have questions?

Book a call and we will walk you through it on your own program, or email us and we will answer directly.