# Verixa Patent Filing — End-to-End Project Tracker

**Inventor:** Vimal Veereshwarayya (US national, India resident, sole inventor + applicant)
**Eventual assignee:** Verixa newco (standalone, to be incorporated)
**Tracker started:** 2026-05-25
**Tracker last updated:** 2026-05-25
**Current status:** Provisional **DRAFTED. NOT YET FILED.** Phase 4 (drawings + optional counsel review + PDF generation) in progress.

### Two anchors

| Anchor | Date | Meaning |
|---|---|---|
| **TODAY** | **2026-05-25 (Mon)** | Project Day 0 — pre-filing prep started |
| **FD — Filing Day (target)** | **2026-06-15 (Mon)** | E-filing date; anchors every downstream milestone |

> If actual filing slips, FD shifts and every **FD + N** date below auto-shifts with it. Phase 4 has ~3 weeks of slack between TODAY and FD for drawings (3-5 days), optional counsel review (~1-2 weeks), and PDF generation (~1 day).

> **FAIL-SAFE:** Current law and fees must be verified from the official IP India source (ipindia.gov.in) before filing or any docketed deadline. This tracker encodes counsel-review work product, not legal advice. **Attorney review required before filing.** See the **Legal_Corrections** sheet in the xlsx for the fact-fixes applied 2026-05-26.

### Key calendar dates anchored to FD = 2026-06-15 (CORRECTED)

| Milestone | Date | Trigger / Authority |
|---|---|---|
| **FD — Filing day (target)** | **2026-06-15 (Mon)** | Priority date locked; §39 clock starts |
| FD + 6 weeks — §39 6-week foreign-filing window cleared | 2026-07-27 (Mon) | §39 + Rule 71. Foreign filings permitted absent §35 secrecy direction. |
| FD + 6 months — PCT/international strategy decision | 2026-12-15 (Tue) | Internal decision deadline (not statutory) |
| FD + 12 months — **Complete Specification deadline (HARD)** | 2027-06-15 (Tue) | §9(1). Missing this = application deemed abandoned. |
| FD + 12 months — Paris Convention PCT priority deadline | 2027-06-15 (Tue) | After this date, no PCT filing with priority claim |
| FD + 18 months — Publication | 2027-12-15 (Wed) | §11A. IP India publishes the application |
| FD + 30 months — US/EU national-phase entry (PCT route) | 2028-12-15 (Fri) | Rule 20(4) PCT national-phase |
| **FD + 31 months — Request for Examination deadline (HARD, CORRECTED)** | **2029-01-15 (Mon)** | **Rule 24B(1)(i) as amended by Patents (Amendment) Rules, 2024 (effective 15 March 2024) — reduced from 48mo to 31mo. Missing = abandonment. Verify current rule before docketing.** |
| Form 3 (Section 8) updates | Event-triggered | Rule 12(2) as amended 2024 — NOT periodic 6-month updates. File within prescribed period of any foreign filing event. |
| Form 27 Statement of Working | Once per 3 FY period | Rule 131(2) as amended 2024 — NOT annual. Within 6 months of period end. §122 penalty: up to ₹1L + ₹1,000/day continuing default (Jan Vishwas Act 2023). |
| First renewal payment (covers year 3 onwards from date of patent) | TBD on grant | §53 + Rule 80(1A). Renewal counted from **date of patent (grant)**, not filing. If grant >2yr after filing, retro renewals lump-paid 3-9mo of grant recordal. |
| Year 5-7 from filing — First Examination Report (FER) | 2031-06 to 2033-06 (typical) | Subject to RFE filing date + examiner queue |
| Year 5-7 from filing — Grant (typical) | 2031-06 to 2033-06 | Subject to prosecution outcome |
| **FD + 20 years — Patent term expiry** | **2046-06-15** | §53(2). Statutory 20-year term from filing date. |

---

## 1. Executive Status Dashboard

### 1.1 Where we are right now

**Phase:** Phase 4 — Pre-Filing Preparation (CURRENT). Provisional drafted but **NOT YET FILED**.
**Blocking items:** Drawings production (Phase 4.1), optional counsel review of Claim 1 vs Semaladhari (Phase 4.2), PDF generation (Phase 4.5).
**Not blocking but recommended:** Sense7AI MSA + engineer IP-assignment verification (Phase 4.3, per Risk Register R-3).
**Filing target:** **2026-06-15** (FD). Earlier filing possible if drawings + PDFs finish quickly; later filing if full counsel review path.

### 1.2 Filing readiness score

| Scenario | Score | Recommendation |
|---|---|---|
| File the as-is set today (no drawings, no counsel review) | 72/100 | Acceptable safe path |
| File after drawings + Semaladhari claims review + MSA/inventorship checks | 82/100 | **Recommended target** |

### 1.3 Critical path to filing

```
[TODAY 2026-05-25] → [Drawings 4.1, +3-5d] → [Optional Counsel 4.2/4.3, +1-2w] → [PDFs 4.5, +1d] → [E-FILE @ FD 2026-06-15] → [App # issued same day]
       Day 0              ~2026-05-30                ~2026-06-08                   ~2026-06-14            FD = 2026-06-15
```

### 1.4 Critical path to grant (long view, 5-7 years)

```
[Provisional filed] → [Complete spec @ FD+12mo HARD] → [Examination request @ FD+31mo HARD, Rule 24B amended 2024] →
[First Examination Report] → [Response] → [Possible hearing] → [Pre-grant opposition?] → [Grant]
```

### 1.5 What's blocking what

| Blocker | What it blocks | Owner | ETA |
|---|---|---|---|
| Drawings (8 figures) | Stronger filing | Vimal / illustrator | 3-5 days |
| Counsel Claim 1 review | 72→82/100 score | Patent agent (₹15-25K) | 1-2 weeks |
| Sense7AI MSA verification | Inventorship audit | Counsel | 1 week |
| PDF generation | E-filing upload | Vimal (Pandoc/Word) | 1 hour |

---




## 2. Phase Tracker — Master View (WBS + Predecessors + Successors + Dates)

> All **FD (Filing Day)** references resolve to **2026-06-15** (target). **TODAY** = 2026-05-25 (project start). Predecessor/Successor cells reference WBS IDs.


### Phase 0 — Discovery & Strategy (COMPLETE)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| **0.1 ◄CP** | Doctrine routing + role activation | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | — | 0.2 | Doctrine acknowledged |
| **0.2 ◄CP** | Founder Decision Memo synthesis | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 0.1 | 0.3, 0.4, 0.5, 0.6 | Verixa_Patent_Strategy_Founder_Memo.docx |
| 0.3 | Counsel Handoff Brief (pre-existing) | ✅ Done | Pre-existing | — | — | 0.2 | 0.6 | Verixa_Patent_Counsel_Handoff_Brief.docx |
| 0.4 | Deep Patent Search Report (pre-existing) | ✅ Done | Pre-existing | — | — | 0.2 | 0.6, 1.1 | Verixa_Deep_Patent_Search_Report.docx |
| 0.5 | IP Narrative for investor data room | ✅ Done | Pre-existing | — | — | 0.2 | — | Verixa_IP_Narrative_Investor_DataRoom.docx |
| **0.6 ◄CP** | Portfolio framing (21 inventions identified) | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 0.2, 0.3, 0.4 | 1.1, 2.1 | 00_Portfolio_Index.md |

### Phase 1 — India Prior-Art Search (COMPLETE)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| **1.1 ◄CP** | Search log + 66 IP India queries executed | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 0.6 | 1.2, 1.3, 1.4, 1.5, 1.6, 1.7 | India_Public_Search_2026-05-24/Search_Log.md |
| **1.2 ◄CP** | Summary memo synthesizing findings | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 1.1, 1.3, 1.4, 1.5, 1.6, 1.7 | 2.1, 2.4 | India_Public_Search_2026-05-24/Summary_Memo.md |
| 1.3 | Hit #1 Persistent IDE plugin captured | ✅ Done | — | 2026-05-24 | 2026-05-24 | 1.1 | 1.2 | 202521064491 |
| 1.4 | ★★★ Hit #2 Persistent conflict scoring captured | ✅ Done | — | 2026-05-24 | 2026-05-24 | 1.1 | 1.2 | 202521129005 |
| 1.5 | ★★ Hit #3 Poornima blockchain QA captured | ✅ Done | — | 2026-05-24 | 2026-05-24 | 1.1 | 1.2 | 202511131214 |
| 1.6 | ★★★★ Hit #4 Semaladhari runtime control captured (CRITICAL) | ✅ Done | — | 2026-05-24 | 2026-05-24 | 1.1 | 1.2, 4.2 | 202641053068 — closest blocking-risk record |
| 1.7 | GxP-variants expanded search (11 queries) | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 1.1 | 1.2, 7.2 | Confirms Verixa GxP claim space wide open in India |

### Phase 2 — Invention Disclosure + Counsel Package (COMPLETE)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| **2.1 ◄CP** | IDD v1 (746 lines, 15 sections, 32 claims, 12 figures) | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 1.2, 0.6 | 2.2, 2.3, 2.4, 2.5, 2.6, 2.7, 2.8, 2.9, 3.1, 8.2 | Verixa_Invention_Disclosure_Document.md |
| 2.2 | Counsel Cover Letter | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 2.1 | — | 01_Cover_Letter.md |
| 2.3 | Filing Strategy doc (with §39 callout) | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 2.1 | — | 02_Filing_Strategy.md |
| 2.4 | Prior Art Comparison Matrix | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 1.2, 2.1 | 2.5 | 03_Prior_Art_Comparison_Matrix.md |
| 2.5 | Claim-to-Prior-Art Map | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 2.4 | 2.6, 4.2 | 04_Claim_to_Prior_Art_Map.md |
| 2.6 | Risk Register (15 risks) | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 2.4, 2.5 | 2.7 | 05_Risk_Register.md |
| 2.7 | Decisions Log (11 decisions locked) | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 2.6 | 2.8 | 06_Decisions_Log.md |
| 2.8 | Open Items for Counsel (15 questions) | ✅ Done | Vimal | 2026-05-24 | 2026-05-24 | 2.7 | 4.2, 4.3 | 07_Open_Items_for_Counsel.md |
| **2.9 ◄CP** | External reviewer feedback applied (35→72→82 score) | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 2.1, 2.2, 2.3, 2.4, 2.5, 2.6, 2.7, 2.8 | 3.1 | Cleaner Form 2 produced |

### Phase 3 — Provisional Filing Documents (DRAFTED — NOT FILED) (COMPLETE)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| **3.1 ◄CP** | Form 2 Provisional Specification (clean, technical-first) — DRAFTED | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 2.1, 2.9 | 3.2, 3.3, 3.4, 3.5, 4.1, 4.4, 4.5, 5.2 | Drafted. NOT YET FILED. Filed/Verixa_Form2_Provisional_Specification.md |
| 3.2 | Form 1 Application — DRAFTED | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 3.1 | 4.5, 5.2 | Drafted. NOT YET FILED. |
| 3.3 | Form 3 Section 8 Statement — DRAFTED | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 3.1 | 4.5, 5.2, 7.8 | Drafted. NOT YET FILED. |
| 3.4 | Form 5 Declaration of Inventorship — DRAFTED | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 3.1 | 4.5, 5.2 | Drafted. NOT YET FILED. |
| 3.5 | Fee calculation (₹1,600-6,400 estimate) | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 3.1 | 5.3 | Filed/Verixa_Fee_Calculation.md |

### Phase 4 — Pre-Filing Preparation (CURRENT) (IN PROGRESS)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| **4.1 ◄CP** | Drawings — 8 figures produced | 🔄 In Progress | Vimal / illustrator | 2026-05-25 | 2026-05-30 | 3.1 | 4.5, 5.2 | Hand-sketch first; digitize via draw.io / Visio. ₹4-16K if outsourced. ~3-5 days |
| 4.2 | OPTIONAL: Patent agent review of Claim 1 vs Semaladhari 053068 | ⏳ Opt Optional | Counsel (₹15-25K) | 2026-05-26 | 2026-06-08 | 2.5, 2.8, 1.6 | 4.5, 5.2, 8.3 | Lifts score 72→82. Recommended. ~1-2 weeks |
| 4.3 | OPTIONAL: Sense7AI MSA + engineer IP-assignment review | ⏳ Opt Optional | Counsel | 2026-05-26 | 2026-06-01 | 2.8 | 4.5, 5.9 | Verifies sole-inventorship declaration in Form 5. ~1 week |
| 4.4 | GitHub history confirmation (no public exposure) | ✅ Done | Vimal | 2026-05-25 | 2026-05-25 | 3.1 | 4.5 | Self-certified clean |
| **4.5 ◄CP** | Generate Form 1/2/3/5 PDFs (A4) + verify page counts | ⏳ Pending | Vimal | 2026-06-12 | 2026-06-14 | 4.1, 4.4, 3.1, 3.2, 3.3, 3.4, 4.2, 4.3 | 5.2, 3.5 | Pandoc or Word. Confirm pdf page count for fee calc. ~1 day |

### Phase 5 — E-Filing (FD = 2026-06-15 target) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| **5.1 ◄CP** | Log into IP India e-filing portal (ipindiaonline.gov.in) | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 4.5 | 5.2 | DSC required (already held). FD = filing day target |
| **5.2 ◄CP** | ★ E-FILE: Upload Form 1 + Form 2 + drawings + Form 3 + Form 5 ★ | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 5.1, 4.5, 4.1, 4.4 | 5.3 | A4 PDF; max 10 MB per file. THIS IS THE FILING ACT |
| **5.3 ◄CP** | Pay fee via online gateway | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 5.2, 3.5 | 5.4 | Net banking / card / UPI |
| **5.4 ◄CP** | Receive application number + filing acknowledgement | ⏳ Pending | IP India | 2026-06-15 | 2026-06-15 | 5.3 | 5.5 | Application number issued same day. PRIORITY DATE LOCKED |
| **5.5 ◄CP** | Save filing receipt + ack + uploaded PDFs + SHA-256 hash of each | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 5.4 | 5.6, 5.7, 5.8, 5.9, 7.1, 7.2, 12.1 | Critical evidence for priority date defense |
| 5.6 | Calendar §39 6-week clock | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 5.5 | 6.1, 6.2, 7.8 | Ends 2026-07-27 |
| **5.7 ◄CP** | Calendar complete-spec deadline (FD+12mo) AND RFE deadline (FD+31mo) | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 5.5 | 8.4, 9.1 | Complete spec HARD: 2027-06-15. RFE HARD: 2029-01-15 (Rule 24B(1)(i) as amended 2024 — verify current law) |
| 5.8 | Calendar PCT/international decision (FD+6mo) | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 5.5 | 7.4 | Decision deadline: 2026-12-15 |
| 5.9 | Notify counsel of filing (if engaged) | ⏳ Pending | Vimal | 2026-06-15 | 2026-06-15 | 5.5, 4.3 | 7.1 |  |

### Phase 6 — §39 6-week Window (POST-FILING) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| 6.1 | Monitor IP India for any §35 secrecy direction | ⏳ Pending | Vimal / counsel | 2026-06-15 | 2026-07-27 | 5.6 | 6.3 | Rare for software inventions but legally required |
| 6.2 | No foreign filings during this window | ⏳ Pending | Vimal | 2026-06-15 | 2026-07-27 | 5.6 | 6.3 | §39 prohibition (US, PCT, EU, JP — nothing) |
| 6.3 | §39 window cleared confirmation | ⏳ Pending | Vimal / counsel | 2026-07-27 | 2026-07-28 | 6.1, 6.2 | 7.3, 7.4, 8.1, 11.1 | Date: 2026-07-28 |

### Phase 7 — Priority Year Months 1-6 (POST-FILING) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| 7.1 | Persistent Systems portfolio monitoring | ⏳ Pending | Counsel / Vimal | 2026-06-15 | 2026-12-15 | 5.9 | 7.4 | Monthly check for new filings by same applicant |
| 7.2 | New India prior-art monitoring (control fabric, multi-agent, AI+audit) | ⏳ Pending | Vimal | 2026-06-15 | 2026-12-15 | 1.7, 5.5 | 7.4 | Quarterly check |
| 7.3 | International prior-art search (USPTO, EPO, WIPO) | ⏳ Pending | Counsel | 2026-09-15 | 2026-11-15 | 6.3 | 7.4 | Required before PCT or US national-phase |
| 7.4 | International strategy decision (PCT vs direct US/EU vs India-only) | ⏳ Pending | Vimal + counsel | 2026-12-15 | 2026-12-15 | 5.8, 7.1, 7.2, 7.3, 6.3 | 8.1, 8.2, 11.1 | Recommended: PCT at FD+9-11mo |
| 7.5 | Verixa newco incorporation | ⏳ Pending | Corp counsel + Vimal | 2026-06-01 | 2026-11-30 | 12.1 | 7.6, 7.7, 12.3, 12.4 | Standalone; jurisdiction TBD pending tax advice |
| 7.6 | DPIIT Startup recognition for Verixa newco | ⏳ Pending | Corp counsel | — | — | 7.5 | 9.2, 12.4 | Within 1 month of incorporation. Preserves natural-person fees |
| 7.7 | Vimal → Verixa newco IP assignment deed executed | ⏳ Pending | Counsel + Vimal | — | — | 7.5, 12.3 | — | Pre-drafted; executed on incorporation day |
| 7.8 | Form 3 (Section 8) — event-triggered upon any foreign filing | ⏳ Pending | Vimal / counsel | 2026-06-15 | 2027-06-15 | 5.6, 3.3 | 8.5 | Per Rule 12(2) as amended 2024: file Form 3 within prescribed period of any foreign-application filing. NOT periodic. Verify current rule before docketing. |

### Phase 8 — Priority Year Months 6-12 (POST-FILING) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| 8.1 | PCT or direct national-phase filing | ⏳ Pending | Counsel | 2027-03-15 | 2027-05-15 | 7.4, 6.3 | 11.2, 11.3 | FD+9-11mo. PCT provides 30-month decision window |
| **8.2 ◄CP** | Complete specification drafting begins | ⏳ Pending | Counsel + Vimal | 2027-03-15 | 2027-05-15 | 2.1, 5.5, 7.4 | 8.3 | Adds 32 formal claims from IDD |
| **8.3 ◄CP** | Complete spec finalization with formal claims | ⏳ Pending | Counsel | 2027-05-15 | 2027-05-31 | 8.2, 4.2 | 8.4 | Counsel review of full claim cascade strongly recommended |
| **8.4 ◄CP** | Complete specification filing (FD+12mo HARD) | ⏳ Pending | Vimal / counsel | 2027-06-15 | 2027-06-15 | 8.3, 5.7 | 9.1 | HARD deadline: 2027-06-15. Missing = abandonment |
| 8.5 | Form 3 update — at complete-spec filing or any foreign filing event | ⏳ Pending | Vimal / counsel | 2027-06-15 | 2027-06-15 | 7.8, 8.4 | — | Event-triggered (not periodic) per Rule 12(2) as amended 2024. File whenever a new foreign filing occurs OR at complete-spec filing if intervening foreign filings exist. Verify current rule. |

### Phase 9 — Examination (Years 2-5) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| **9.1 ◄CP** | Request for Examination (Form 18) — HARD deadline FD+31mo | ⏳ Pending | Counsel | 2027-06-15 | 2029-01-15 | 8.4 | 9.3 | CORRECTED: Rule 24B(1)(i) as amended by Patents (Amendment) Rules 2024 (effective 15 March 2024) reduced RFE deadline from 48 months to 31 months. HARD deadline: 2029-01-15. Missing = abandonment. Verify current rule before docketing. |
| 9.2 | Expedited Examination (Form 18A) — OPTIONAL | ⏳ Opt Optional | Counsel | — | — | 9.1, 7.6 | 9.3 | If Verixa newco has DPIIT Startup recognition |
| **9.3 ◄CP** | First Examination Report (FER) issued | ⏳ Pending | IP India | 2031-06-15 | 2033-06-15 | 9.1 | 9.4 | ~1-3 years after RFE |
| **9.4 ◄CP** | FER response | ⏳ Pending | Counsel + Vimal | — | — | 9.3 | 9.5, 9.7 | Within 6 months of FER (extensions possible) |
| 9.5 | Hearing (if required) | ⏳ Pending | Counsel | — | — | 9.4 | 9.7 | In-person or video hearing with Controller |
| 9.6 | Pre-grant opposition response (if any) | ⏳ Opt Optional | Counsel | — | — | 8.4 | 9.7 | Any time before grant under §25(1) |
| **9.7 ◄CP** | Grant of patent | ⏳ Pending | IP India | 2031-06-15 | 2033-06-15 | 9.4, 9.5, 9.6 | 10.1, 10.2 | Patent number issued; certificate received |

### Phase 10 — Post-Grant (Years 5-20) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| 10.1 | Post-grant opposition response (if any) | ⏳ Opt Optional | Counsel | — | — | 9.7 | 10.2 | Within 1 year of grant under §25(2) |
| 10.2 | First renewal payment (Form 16) — covers years 3 onwards from date of patent | ⏳ Pending | Counsel | — | — | 9.7 | 10.3 | Per §53 + Rule 80: renewals counted from date of patent (grant date), not filing date. First payment due before 2nd anniversary of grant (covering year 3). If grant happens >2yr after filing, retro renewals (years 3 to grant year) paid in lump within 3-9 months of grant recordal. Actual date depends on grant. |
| 10.3 | Renewals years 3-6 (~₹800-2,400/yr natural-person rate) | ⏳ Pending | Counsel | — | — | 10.2 | 10.4 | Annual. Date computed from grant date. Verify current fee schedule. |
| 10.4 | Renewals years 7-10 (mid-tier fees, annual) | ⏳ Pending | Counsel | — | — | 10.3 | 10.5 | Annual from grant date. Fee tier increases. Verify current fee schedule. |
| 10.5 | Renewals years 11-20 (highest-tier fees, annual) | ⏳ Pending | Counsel | — | — | 10.4 | 10.6 | Annual from grant date. Highest fee tier. Verify current fee schedule. |
| 10.6 | Patent expiry (filing date + 20yr per §53(1)) | ⏳ Pending | — | 2046-06-15 | 2046-06-15 | 10.5 | — | Date: 2046-06-15. Statutory 20-year term from FILING date (not grant date). Invention enters public domain. |
| 10.7 | Form 27 Statement of Working — once per 3 financial year period | ⏳ Pending | Counsel | — | — | 9.7 | — | CORRECTED: Rule 131(2) as amended 2024 — once per 3 FY period, within 6 months of period end. NOT annual. §122 penalty: up to ₹1 lakh + ₹1,000/day continuing default (Jan Vishwas Act 2023 amended). Missing = §84 compulsory-license vulnerability. Verify current rule. |

### Phase 11 — International Track (Parallel) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| 11.1 | PCT International Application | ⏳ Pending | Counsel | 2027-03-15 | 2027-05-15 | 7.4, 6.3 | 11.2, 11.3, 11.4 | If PCT route chosen |
| 11.2 | US National Phase entry | ⏳ Pending | US counsel | 2028-12-15 | 2028-12-15 | 11.1 | — | PCT: 2028-12-15 (FD+30mo) / direct: 2027-06-15 |
| 11.3 | EU National Phase / EPO | ⏳ Pending | EP counsel | 2028-12-15 | 2028-12-15 | 11.1 | — | PCT: 2028-12-15 (FD+30mo) |
| 11.4 | Other jurisdictions (JP, KR, CN) | ⏳ Opt Optional | Local counsel | 2028-12-15 | 2028-12-15 | 11.1 | — | Based on commercial strategy |

### Phase 12 — Verixa Newco Workstream (Parallel) (PENDING)

| WBS | Task | Status | Owner | Start | Finish | Pred | Succ | Notes |
|---|---|---|---|---|---|---|---|---|
| 12.1 | Verixa newco jurisdiction decision | ⏳ Pending | Vimal + tax counsel | 2026-06-01 | 2026-08-31 | 5.5 | 12.2 | India Pvt Ltd vs US Delaware C-Corp vs Cayman |
| 12.2 | Verixa newco incorporation | ⏳ Pending | Corp counsel | 2026-07-01 | 2026-11-30 | 12.1 | 7.5, 12.3, 12.4, 12.5, 12.6 | Per jurisdiction selected |
| 12.3 | Vimal → Verixa newco IP assignment | ⏳ Pending | Counsel | — | — | 12.2 | 7.7, 12.5 | Executed on Verixa incorporation day |
| 12.4 | DPIIT Startup recognition (Verixa newco) | ⏳ Pending | Corp counsel | — | — | 12.2, 7.6 | — | Within 1 month of incorporation (if India) |
| 12.5 | IP-Chain Suite restructure (Engineer → Vimal → Verixa newco) | ⏳ Pending | Counsel | — | — | 12.3 | — | Updates 16 existing templates |
| 12.6 | Update Aeonn Founder Doctrine workspace instructions | ⏳ Opt Optional | Vimal | — | — | 12.2 | — | Removes Aeonn Health → NaviraQA → Verixa vertical framing |

**CP = Critical Path** (longest dependency chain from filing to grant). Total CP tasks: 23.

---

## 3. Calendar / Timeline View

```
2026-05-25  ◄ TODAY — Project start (provisional NOT YET FILED)
            │  Phase 4 pre-filing prep begins
            │
2026-05-30  ├─ Drawings produced (Phase 4.1, TODAY+5d)
            │
2026-06-08  ├─ OPTIONAL: Counsel Claim 1 review complete (Phase 4.2, TODAY+2w)
            │  OPTIONAL: Sense7AI MSA verified (Phase 4.3)
            │
2026-06-14  ├─ PDFs generated; page-count confirmation (Phase 4.5, FD-1)
            │
2026-06-15  ◄ FD = FILING DAY (target)
            │  ★★★ INDIAN PROVISIONAL FILED ★★★
            │  Priority date locked
            │  §39 clock starts
            │  Application number issued same day
            │
2026-07-27  ├─ §39 6-week clock cleared (Phase 6.3, FD+6w)
            │  Foreign filings now permitted absent secrecy direction
            │
2026-12-15  ├─ First Form 3 update due (Phase 7.8, FD+6mo)
            │  International strategy decision deadline (Phase 7.4)
            │  PCT vs direct national-phase decision
            │
2027-03-15  ├─ PCT international filing window opens (Phase 8.1, FD+9mo)
            │
2027-06-15  ├─ ★★★ COMPLETE SPECIFICATION DUE (FD+12mo, HARD) ★★★
            │  Missing this = application deemed abandoned
            │  Also: PCT Paris Convention 12-month priority window closes
            │  Form 3 second update due
            │
2027-12-15  ├─ Publication (FD+18mo)
            │  Form 3 third update due
            │
2028-12-15  ├─ US/EU national-phase entry (FD+30mo, PCT route)
            │
2029-01-15  ├─ Request for Examination deadline (FD+31mo HARD, CORRECTED)
            │  Rule 24B(1)(i) as amended by Patents Rules 2024
            │  (reduced from 48mo to 31mo, effective 15 March 2024)
            │
            │  Form 3 (Section 8) updates: event-triggered upon any foreign
            │  filing per Rule 12(2) as amended 2024 — NOT periodic.
            │
            │  Form 27 (Statement of Working): once per 3 FY period per
            │  Rule 131(2) as amended 2024 — NOT annual.
            │
~2031-2033  ├─ First Examination Report (FER) expected
            │
~2031-2033  ├─ Grant expected (typical 5-7 years from filing)
            │
2046-06-15  ◄ Patent expiry (FD+20yr; statutory term)
```

---

## 4. Open Items — What's Pending Right Now

### 4.1 Filing prep (this week)

- [ ] Produce 8 drawings (Phase 4.1)
- [ ] Generate Form 2 + Form 1/3/5 PDFs (Phase 4.7)
- [ ] Confirm PDF page count for fee calculation (Phase 4.8)

### 4.2 Counsel engagement (optional but recommended)

- [ ] Identify and engage a registered Indian patent agent
- [ ] Provide Counsel Review Package (`Counsel_Review_Package_2026-05-24/`)
- [ ] Agent pulls Semaladhari 202641053068 complete spec + claims (OI-1)
- [ ] Agent reviews Verixa Claim 1 differentiation (OI-1)
- [ ] Agent reviews Sense7AI MSA + engineer IP assignment (OI-4)

### 4.3 Vimal decisions still open

- [ ] Drawings production: in-house or service?
- [ ] Counsel engagement scope (Claim 1 review only, or broader prosecution)?
- [ ] Target filing date: ASAP (this week) or after counsel review (~3 weeks)?
- [ ] Verixa newco jurisdiction (US vs India vs Cayman) — coordinated with tax advisor
- [ ] Verixa newco incorporation timing

### 4.4 Pre-filing self-checks

- [x] No public disclosure confirmed (2026-05-25)
- [x] DSC available (2026-05-25)
- [ ] PAN linked to e-filing account
- [ ] Bank/card/UPI ready for ₹1,600-6,400 payment

---

## 5. Owners & Engagement Status

| Owner | Status | Engaged? |
|---|---|---|
| **Vimal Veereshwarayya** (Founder, Sole Inventor, Sole Applicant) | Active driver | Yes |
| **Patent Agent / Counsel** (Indian) | Recommended for Phase 4.2, 4.3, and 8-9 | **NOT YET ENGAGED** |
| **Corporate Counsel** (for Verixa newco formation) | For Phase 12 | NOT YET ENGAGED |
| **Tax Advisor** (cross-border US/India + Verixa newco jurisdiction) | For Phase 12.1 | NOT YET ENGAGED |
| **US Counsel** (for USPTO national-phase) | For Phase 11.2, after month 6 | NOT YET ENGAGED |
| **EP Counsel** (for EPO/EP national-phase) | For Phase 11.3, after month 6 | NOT YET ENGAGED |
| **Illustrator / Draughtsman** (for drawings) | For Phase 4.1 | NOT YET ENGAGED (Vimal can produce in-house) |

---

## 6. Risk-to-Phase Mapping

| Risk (from Risk Register) | Affected Phases | Mitigation Status |
|---|---|---|
| R-1 Semaladhari broad claims (CRITICAL) | Phase 4.2, 8.3 | Pending counsel review |
| R-2 Cross-border priority during PCT window (HIGH) | Phase 8.1 | Monitored from filing |
| R-3 Inventorship / engineer co-conception (HIGH) | Phase 4.3 | Pending counsel review of MSA + engineer interviews |
| R-4 Persistent unmonitored portfolio (HIGH) | Phase 7.1 | Monitored monthly post-filing |
| R-5 §3(k) software exclusion (HIGH) | Phase 9.3-9.4 | Mitigated in Form 2 framing; counsel to confirm |
| R-6 Unity of invention at complete-spec (MEDIUM) | Phase 8.3 | Plan: divisional applications if needed |
| R-7 Verixa newco incorporation delay (MEDIUM) | Phase 12.2 | Tracking |
| R-8 Trade-secret enablement (MEDIUM) | Phase 9.3 | Counsel review |
| R-9 Public disclosure (HIGH) | Phase 5 | Self-confirmed clean 2026-05-25 |
| R-10 OSS license contamination (MEDIUM) | Phase 9.3 | Pending OSS inventory review |
| R-11 Examination delay (LOW) | Phase 9.3 | Tracking only |
| R-12 DPIIT delay (LOW) | Phase 7.6, 12.4 | Action after Verixa incorp |
| R-13 Drawings absent (LOW-MEDIUM) | Phase 4.1, 5 | Active task this week |
| R-14 Counsel-of-record scope (LOW) | Engagement letter | Pending counsel engagement |
| R-15 International prior art (MEDIUM) | Phase 7.3 | Deferred to month 4-5 |

---

## 7. Document Index

### Filed (goes to IP India)
- `Verixa_Patent/04_Filing_Preparation/Filed/Verixa_Form1_Application_for_Patent.md`
- `Verixa_Patent/04_Filing_Preparation/Filed/Verixa_Form2_Provisional_Specification.md`
- `Verixa_Patent/04_Filing_Preparation/Filed/Verixa_Form3_Section8_Statement_Undertaking.md`
- `Verixa_Patent/04_Filing_Preparation/Filed/Verixa_Form5_Declaration_of_Inventorship.md`

### Internal — Inventor + Counsel
- `Verixa_Patent/04_Filing_Preparation/Verixa_Invention_Disclosure_Document.md` (IDD v1 — master technical record)
- `Verixa_Patent/04_Filing_Preparation/00_Portfolio_Index.md` (21-invention landscape)
- `Verixa_Patent/04_Filing_Preparation/Filed/Verixa_Fee_Calculation.md` (fee planning)

### Counsel Handoff Package
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/00_README.md`
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/01_Cover_Letter.md`
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/02_Filing_Strategy.md` (with §39 callout)
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/03_Prior_Art_Comparison_Matrix.md`
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/04_Claim_to_Prior_Art_Map.md`
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/05_Risk_Register.md`
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/06_Decisions_Log.md` (D-2 with §39)
- `Verixa_Patent/04_Filing_Preparation/Counsel_Review_Package_2026-05-24/07_Open_Items_for_Counsel.md`

### India Prior-Art Search
- `Verixa_Patent/01_Strategy_and_Search/India_Public_Search_2026-05-24/Summary_Memo.md`
- `Verixa_Patent/01_Strategy_and_Search/India_Public_Search_2026-05-24/Search_Log.md`
- `Verixa_Patent/01_Strategy_and_Search/India_Public_Search_2026-05-24/saved_records/` (4 hit records + 5 batch records)

### Pre-existing Strategy Docs
- `Verixa_Patent/01_Strategy_and_Search/Verixa_Patent_Strategy_Founder_Memo.docx`
- `Verixa_Patent/01_Strategy_and_Search/Verixa_Patent_Counsel_Handoff_Brief.docx`
- `Verixa_Patent/01_Strategy_and_Search/Verixa_Deep_Patent_Search_Report.docx`
- `Verixa_Patent/01_Strategy_and_Search/Verixa_IP_Narrative_Investor_DataRoom.docx`

### IP-Chain Suite (pending restructure)
- `Verixa_Patent/02_IP_Chain_Suite/` (16 templates — restructure to Vimal-individual → Verixa newco pending)

---

## 8. Decision Log Quick Reference

The 11 founder-level decisions locked (full text in `06_Decisions_Log.md`):

| # | Decision | Locked |
|---|---|---|
| D-1 | Verixa standalone newco (NOT Aeonn Ark / Sense7AI) | 2026-05-24 |
| D-2 | Vimal sole inventor + individual applicant (US national, India resident) | 2026-05-24/25 |
| D-3 | One umbrella Indian provisional covering fabric (Inv #1) | 2026-05-24 |
| D-4 | Sense7AI MSA structure for engineering contributions | 2026-05-24 |
| D-5 | Deep Search Report binds when source docs disagree | 2026-05-24 |
| D-6 | Speed of filing prioritized | 2026-05-24 |
| D-7 | Trade-secret allocation (specific values held out of claims) | 2026-05-24 |
| D-8 | Targeted counsel engagement (not full prosecution) | 2026-05-24 |
| D-9 | India first; international at month 6 | 2026-05-24 |
| D-10 | IP-Chain Suite restructure pending | 2026-05-24 |
| D-11 | One-time IP agent Claim 1 review strongly recommended | 2026-05-24 |

---

## 9. What's Next — Recommended Sequence

### This week (next 7 days)
1. **Drawings production** — 8 figures (in-house or commissioned)
2. **PDF generation** — convert Form 2 + Form 1/3/5 to A4 PDFs
3. **Page count confirmation** — refine fee estimate from estimate to actual
4. **PAN-payment account check** — ensure online payment is set up

### Within 2 weeks (next 14 days)
5. **Engage patent agent for Claim 1 review** — single-engagement, ~₹15-25K
6. **Pull Semaladhari 053068 complete spec** — counsel does this
7. **Sense7AI MSA review** — counsel verifies sole-inventorship chain

### Within 3 weeks (next 21 days)
8. **★★★ FILE THE INDIAN PROVISIONAL ★★★**
9. Save all filing artifacts with hashes
10. Set up calendar for §39 6-week, 6-month international, 12-month complete-spec

### Months 1-12 (post-filing)
11. Monitor §39 window
12. Persistent portfolio monitoring
13. International prior-art search
14. International strategy decision at month 6
15. Verixa newco incorporation (parallel)
16. Vimal → Verixa newco IP assignment (parallel)
17. Complete specification drafting at month 9-11
18. Complete specification filing at month 12

---

## 10. Tracker Update Protocol

This tracker is updated when:
- A phase task changes status (pending → in progress → done)
- A new task is added
- A decision is locked or changed
- A risk materializes or is mitigated
- A filing milestone is reached

**Update authority:** Vimal (founder).

**Last manual update:** 2026-05-25 by Vimal.

---

*End of Project Tracker.*