Patenting AI Inventions in 2026: Drafting for Section 101 Eligibility and Using AI Tools to Do It

Ryan N. Phelan
Ryan N. Phelan | Marshall, Gerstein & Borun LLP

Ryan N. Phelan is a registered U.S. patent attorney whose practice centers on artificial intelligence (AI) and machine learning, computer engineering, computer science, and software inventions, with related work in quantum computing, fintech and exchange platforms, robotics, and digital healthcare, medtech, and software-based medical platforms.

Live Video-Broadcast: November 10, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

 

A domain-specific dataset will not save your AI claim — and the tools you draft with now matter as much as the words you choose

The Federal Circuit's recent AI eligibility decisions, including Recentive Analytics v. Fox and Dental Monitoring SAS v. Align Technology, confirm that conventional machine learning applied to a specialized field, even with a large domain-specific training set, is not patent-eligible. The USPTO is applying its AI subject matter eligibility guidance in the AI art units accordingly, and examiners are reading claims against that line in 2026.

Recite a desired result or an off-the-shelf model, and the claim falls under the generic-ML problem. Recite a technical mechanism in model architecture, training methodology, data pipeline and preprocessing, inference efficiency, or hardware integration, and you have an eligibility anchor. Leave the technical problem out of the specification, and written description, enablement, and continuation practice all suffer. Feed an AI drafting tool unvetted inputs, and hallucinations follow; ignore human inventorship under Thaler v. Vidal, and conception is at risk.

Attendees walk out with claim language that captures each eligibility anchor, a layered claim-set architecture with fallback dependents and system/method/CRM parallels, an amendment and declaration strategy for Section 101 rejections, and a structured, attorney-led methodology for AI-assisted drafting that grounds outputs in invention-specific information, supports Sections 101 and 112, and protects confidential client data.

Key topics to be discussed:

  • Where the Eligibility Line Sits
    How the Alice/Mayo two-step, the USPTO's AI subject matter eligibility guidance, Dental Monitoring SAS v. Align Technology, and Recentive Analytics v. Fox change which AI claims survive examination in 2026.
  • Anchoring the Technological Improvement
    How to capture model architecture, training methodology, data pipeline and preprocessing, inference efficiency, and hardware integration in claim language that avoids the generic-ML problem.
  • Specifications and Claim Sets Built to Last
    How to document the technical problem, solution, and comparative advantages, and layer mechanism-level independents with fallback dependents and system/method/CRM parallels, so Sections 101 and 112 support survives into continuation practice.
  • Overcoming Section 101 Rejections
    How to choose among amendment strategy, declaration evidence of technical improvement, examiner interviews, and a PTAB appeal when an AI claim is rejected.
  • Running an Attorney-Led AI Workflow
    How to decide where AI fits in patent preparation, prepare attorney-reviewed claims, drawings, and reference labels before drafting, and ground tools such as Solve Intelligence to limit hallucinations and document human inventorship under Thaler v. Vidal.
  • Portfolio Reuse and Client Protection
    How to reuse product and company information across related applications, evaluate encryption, access controls, data isolation, and model-training restrictions, and translate faster disclosure-todraft turnaround into measurable client value.

This course is co-sponsored with myLawCLE.

Date / Time: November 10, 2026 

  • 2:30 pm – 4:40 pm Eastern
  • 1:30 pm – 3:40 pm Central
  • 12:30 am – 2:40 pm Mountain
  • 11:30 am – 1:40 pm Pacific

Closed-captioning available

Speakers

Ryan N. Phelan, Partner | Marshall, Gerstein & Borun LLP

Ryan N. Phelan is a registered U.S. patent attorney whose practice centers on artificial intelligence (AI) and machine learning, computer engineering, computer science, and software inventions, with related work in quantum computing, fintech and exchange platforms, robotics, and digital healthcare, medtech, and software-based medical platforms. He has personally prepared and prosecuted hundreds of patent applications in the United States and abroad, including Europe, China, and Japan, for clients ranging from startups to Fortune 500 companies. An early adopter of AI tools in patent practice, he integrates AI legal tools into drafting and prosecution workflows with attorney review at the center, moving inventions from disclosure to inventor-ready drafts more efficiently. He also teaches Patenting Software Inventions as an adjunct professor at Northwestern University’s Pritzker School of Law, with a focus on patent eligibility under 35 U.S.C. § 101. His technical grounding comes from a computer science degree, prior work as an Accenture capital markets technology consultant and software developer, and an MBA from Northwestern’s Kellogg School of Management.

  • Education & Credentials

Ryan earned his J.D., cum laude, from Northwestern University School of Law concurrently with an MBA from the Kellogg School of Management, serving as an Executive Editor of the Northwestern Journal of Technology and Intellectual Property. He holds a B.S., magna cum laude, in computer science from the University of Louisiana-Lafayette, where he was president of the school’s Association of Computing Machinery chapter, and he is a Certified Java Programmer. His hands-on technical experience spans AI platforms and models including ChatGPT, Claude, Grok, and Gemini; machine learning frameworks including TensorFlow and PyTorch; and languages such as Python, R, Java, C#/.NET, C++/C, and JavaScript.

He is admitted in Illinois, before the U.S. Patent and Trademark Office, the U.S. District Courts for the Northern District of Illinois, the Eastern District of Texas, and the Western District of Wisconsin, and the U.S. Supreme Court.

  • Recognition & Leadership

Ryan writes and speaks regularly on patent strategy for AI and software. His recent commentary in IPO Daily News covers the Federal Circuit’s finding that AI-based dental monitoring claims are ineligible under Section 101 (September 14, 2026), Federal Circuit guidance for drafting AI patent claims (September 2, 2026), and WIPO’s report that generative AI patent activity nearly tripled in two years (September 1, 2026); his article on patenting strategies for AI in the autonomous vehicle space appeared in IP Litigator on July 15, 2026. He moderates PatentNext, a blog on patent and IP law for next-generation technologies launched in March 2021, and was named a Mondaq Thought Leader for Intellectual Property, United States, in the Autumn 2021 awards for that work. His writing has also appeared in World Intellectual Property Review and Bloomberg Law, and he has served as a panelist for the International Intellectual Property Law Association and the University of Illinois Chicago Annual IP Conference.

His professional recognition includes IAM Strategy 300 and IAM Strategy 300 Global Leaders, selection to The Best Lawyers in America in Patent Law since 2024, the Illinois Super Lawyers list since 2023, and Leading Lawyers honors since 2021, following Super Lawyers Rising Star and Leading Lawyers Emerging Lawyer recognition in 2019 and 2020.

  • Professional Involvement

Within Intellectual Property Owners (IPO), Ryan chairs the Software Medical Devices Subcommittee and serves on the AI & Other Emerging Technologies Committee and the Software Related Inventions Committee. He is a member of the American Intellectual Property Law Association and the Intellectual Property Law Association of Chicago, serves as Secretary of the China National Intellectual Property Administration (CNIPA)/U.S. Liaison Council, and provides pro bono representation through Lawyers for the Creative Arts.

  • Experience

Ryan’s AI-assisted drafting practice uses product and portfolio information across related applications to promote consistent terminology and fuller descriptions of inventions, develop specifications with support for broader coverage, fallback positions, and future continuations, and articulate the technical improvements relevant to software patent eligibility. Tool selection and use are built around encryption, matter-level data segregation, controlled access, and protections against using client information to train AI models, with attorney review of every AI-generated output for accuracy and unsupported statements before it enters work product.

His prosecution work covers agentic AI, large language models, and machine learning; software as a medical device and software in a medical device; robotics and self-driving vehicles; cloud and client-server architectures; blockchain and cryptocurrency; security, cryptography, and encryption; and financial services and insurance innovations, among other fields. He also prepares patentability, non-infringement, validity, and freedom-to-operate opinions, and his litigation experience informs how he drafts claims with later assertion and challenge in mind.

Ryan represents clients in U.S. district courts including the Northern District of California, the Eastern District of Texas, and the Northern District of Illinois, before the Patent Trial and Appeal Board, and at the U.S. International Trade Commission. Representative results include a non-infringement jury verdict for Apple in ContentGuard Holdings, Inc. v. Apple, Inc. (E.D. Tex.), a General Exclusion Order for PopSockets in Certain Collapsible Sockets for Mobile Electronic Devices (USITC 337-TA-1056), a non-infringement jury verdict as trial counsel for Extreme Networks in Extreme Networks, Inc. v. Enterasys Networks, Inc. (W.D. Wis.), and institution on all grounds of inter partes review petitions filed for Old Republic General Insurance Group.

Agenda

SESSION 1 – Drafting AI Patent Claims That Survive Section 101 After the 2026 Federal Circuit Decisions | Ryan N. Phelan | 2:30pm – 3:30pm

The Federal Circuit’s recent AI eligibility decisions, including Recentive Analytics v. Fox and Dental Monitoring SAS v. Align Technology, confirm that applying machine learning to a specialized field with a domain-specific dataset is not enough. This session walks through where the eligibility line now sits, how the USPTO is applying its AI guidance (including precedential designated cases such as Ex parte Desjardins), and the claim- and specification-drafting techniques that keep AI applications on the right side of it.

BREAK | 3:30pm – 3:40pm

SESSION 2 – Drafting Patents with AI: A Practitioner’s Workflow for Eligibility-Ready Applications | Ryan N. Phelan | 3:40pm – 4:40pm

Artificial intelligence (AI) is transforming how patent attorneys prepare and prosecute patent applications, creating opportunities to improve drafting quality, increase efficiency, and reduce costs. This session will explore practical strategies for incorporating AI tools into patent preparation workflows while maintaining attorney oversight and professional responsibility. Using Solve Intelligence as an example, the presentation will demonstrate a structured, attorney-led methodology that emphasizes effective preparation of invention disclosures, claims, drawings, and reference labels; grounding AI outputs in reliable technical information; and iteratively drafting and reviewing patent specifications.

The session will also address how AI-assisted drafting can strengthen patent applications under Sections 101 and 112, support prosecution and continuation strategies, and facilitate the reuse of product and company information across patent portfolios. Additional topics include AI limitations and hallucinations, human inventorship, client collaboration, confidentiality, data security, and opportunities to deliver greater value through more efficient patent preparation. The session is designed for patent practitioners, including outside counsel, in-house counsel managing patent portfolios, and IP teams seeking to integrate AI into their practices.

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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