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Legal Professional ServicesTop 10 Best Patent Filing Software of 2026
Discover the top 10 best patent filing software tools to streamline your process. Compare features, save time, file with confidence—start now.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Anaqua
Integrated matter and workflow automation for structured patent filing execution
Built for large law firms and in-house teams managing global patent portfolios.
CPA Global
Jurisdiction-aware filing workflow execution integrated into managed patent case operations
Built for enterprises needing controlled, jurisdiction-spanning patent filing workflows and governance.
Foundation IP
Filing readiness checklist that ties required sections to the drafting workflow
Built for iP firms needing structured patent drafting workflows with guided filing readiness checks.
Comparison Table
This comparison table reviews leading patent filing software used by IP teams, including Anaqua, CPA Global, Foundation IP, IPfolio, PatSnap, and other major platforms. It maps each tool’s core filing workflows, document and portfolio management capabilities, and collaboration features so readers can compare how systems support end to end patent submissions.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Anaqua Anaqua provides IP management workflows for patent filing preparation, docketing, and case collaboration across jurisdictions. | enterprise IP suite | 8.5/10 | 8.9/10 | 7.9/10 | 8.5/10 |
| 2 | CPA Global CPA Global delivers IP case management and patent administration workflows that support filing processes, deadlines, and reporting. | enterprise patent administration | 8.2/10 | 8.7/10 | 7.6/10 | 8.1/10 |
| 3 | Foundation IP Foundation IP supports patent drafting, filing workflows, and docketing across matter lifecycles with integrated document handling. | patent workflow | 8.0/10 | 8.4/10 | 7.7/10 | 7.8/10 |
| 4 | IPfolio IPfolio manages patent portfolio operations with prosecution task tracking, deadlines, and reporting for filing preparation. | portfolio management | 8.0/10 | 8.4/10 | 7.7/10 | 7.9/10 |
| 5 | PatSnap PatSnap supports patent filing decisions through analytics and workflow tools that translate research into filing-ready outputs. | filing intelligence | 7.2/10 | 7.6/10 | 6.9/10 | 7.0/10 |
| 6 | Questel Questel provides patent intelligence and case workflows that support patent filing strategy, drafting inputs, and prosecution planning. | IP intelligence | 7.9/10 | 8.3/10 | 7.4/10 | 7.7/10 |
| 7 | Luminance Luminance supports document review workflows used by legal teams to accelerate patent filing document preparation and quality checks. | document automation | 8.0/10 | 8.4/10 | 7.6/10 | 7.7/10 |
| 8 | Clio Clio provides legal matter management for patent practices with tasks, calendaring, and document organization tied to filing work. | legal case management | 8.1/10 | 8.4/10 | 8.1/10 | 7.6/10 |
| 9 | iManage iManage delivers document management and collaboration controls that structure patent filing documents and version governance. | document management | 7.6/10 | 8.1/10 | 7.2/10 | 7.3/10 |
| 10 | NetDocuments NetDocuments provides secure cloud document management for patent filing workflows with retention controls and matter-based access. | secure document vault | 7.4/10 | 8.0/10 | 6.9/10 | 7.2/10 |
Anaqua provides IP management workflows for patent filing preparation, docketing, and case collaboration across jurisdictions.
CPA Global delivers IP case management and patent administration workflows that support filing processes, deadlines, and reporting.
Foundation IP supports patent drafting, filing workflows, and docketing across matter lifecycles with integrated document handling.
IPfolio manages patent portfolio operations with prosecution task tracking, deadlines, and reporting for filing preparation.
PatSnap supports patent filing decisions through analytics and workflow tools that translate research into filing-ready outputs.
Questel provides patent intelligence and case workflows that support patent filing strategy, drafting inputs, and prosecution planning.
Luminance supports document review workflows used by legal teams to accelerate patent filing document preparation and quality checks.
Clio provides legal matter management for patent practices with tasks, calendaring, and document organization tied to filing work.
iManage delivers document management and collaboration controls that structure patent filing documents and version governance.
NetDocuments provides secure cloud document management for patent filing workflows with retention controls and matter-based access.
Anaqua
enterprise IP suiteAnaqua provides IP management workflows for patent filing preparation, docketing, and case collaboration across jurisdictions.
Integrated matter and workflow automation for structured patent filing execution
Anaqua stands out for combining patent administration with workflow-driven filing support across global IP portfolios. The solution supports end-to-end intake, document assembly, and case management for patent filings and prosecution workflows. Strong integrations with IP data and structured processes help teams standardize activities and reduce handoff errors. Reporting and analytics support portfolio visibility and operational governance for filing decisions.
Pros
- End-to-end patent filing and case management workflow coverage
- Structured matter data improves consistency across filing steps
- Portfolio reporting supports filing governance and operational visibility
- Workflow automation reduces manual handoffs between stakeholders
Cons
- Implementation often requires significant process configuration effort
- Advanced setup can feel heavy for smaller filing operations
- User experience depends on data quality and standardized intake
Best For
Large law firms and in-house teams managing global patent portfolios
CPA Global
enterprise patent administrationCPA Global delivers IP case management and patent administration workflows that support filing processes, deadlines, and reporting.
Jurisdiction-aware filing workflow execution integrated into managed patent case operations
CPA Global distinguishes itself with enterprise-grade IP filing operations support that connects docketing, document workflows, and filing execution across jurisdictions. The platform supports patent filing management tasks such as preparation coordination, submission routing, and ongoing lifecycle handling through standardized case workflows. It also emphasizes compliance and operational controls suited to managed service environments where consistent filing outcomes matter. Teams use it to centralize patent documentation and streamline handoffs between internal and external stakeholders.
Pros
- Strong end-to-end patent filing workflow orchestration across jurisdictions
- Robust operational controls for filing handling and case consistency
- Centralized management for patent documents and filing coordination
- Supports enterprise operations with structured, repeatable processes
Cons
- Workflow depth can make day-to-day setup more complex
- User experience can feel oriented to managed operations over self-service
- Best results depend on configuration and process design maturity
Best For
Enterprises needing controlled, jurisdiction-spanning patent filing workflows and governance
Foundation IP
patent workflowFoundation IP supports patent drafting, filing workflows, and docketing across matter lifecycles with integrated document handling.
Filing readiness checklist that ties required sections to the drafting workflow
Foundation IP stands out for turning patent work into a document-driven workflow built around application filing readiness. The tool supports drafting and organizing patent content tied to claims, specifications, and supporting details so teams can move from intake to submission. It also emphasizes collaboration artifacts like review cycles and filing checklists to reduce missing elements during preparation. Strong structure and guided steps make it better aligned with repeatable filing processes than fully freeform writing.
Pros
- Workflow and templates keep filings consistent across multiple applications
- Document organization links claims and specification material for faster reviews
- Checklists reduce the chance of missing filing-critical sections
- Collaboration tooling supports structured attorney and agent review cycles
Cons
- Customization options can feel constrained for nonstandard drafting styles
- Complex claim revisions require careful navigation through structured sections
- Reporting and export controls can be limiting for downstream docketing setups
Best For
IP firms needing structured patent drafting workflows with guided filing readiness checks
IPfolio
portfolio managementIPfolio manages patent portfolio operations with prosecution task tracking, deadlines, and reporting for filing preparation.
Patent filing workflow plus docketing views that connect matters to upcoming deadlines
IPfolio stands out with a patent-focused workflow built around filing tasks, deadlines, and document coordination. The software centralizes matter data and portfolio tracking so teams can manage prosecution and renewal timelines from one place. It also supports collaboration across in-house staff and external agents by organizing filings, correspondence, and status history.
Pros
- Deadline and docketing views tied to patent matters
- Centralized matter records with filing, status, and correspondence history
- Workflow organization that reduces handoff gaps between teams
Cons
- Advanced workflows require more setup than simpler docketing tools
- UI navigation can feel dense for users managing small portfolios
- Limited customization for highly specialized filing processes
Best For
Patent-focused teams managing docketing, filings, and agent collaboration
PatSnap
filing intelligencePatSnap supports patent filing decisions through analytics and workflow tools that translate research into filing-ready outputs.
Patent landscape analysis that turns search findings into filing-focused technology and competitor intelligence.
PatSnap differentiates with its tight linkage between patent intelligence and filing workflow support, so search outputs can drive filing decisions. The core capabilities center on prior-art searching, patent landscape analysis, and invention or applicant discovery using structured patent data. Filing support is strengthened by the way results can be organized for claim coverage mapping and competitor monitoring that informs filing strategy. The platform is strongest when patent data analysis leads directly into practical decisions for what to file and where to focus.
Pros
- Strong prior-art search tied to patent landscape analytics for filing decisions.
- Helps identify key applicants, assignees, and emerging technologies relevant to filings.
- Organizes intelligence into actionable watch themes for competitor and claim coverage checks.
Cons
- Patent landscape depth can require training to translate into filing steps.
- Workflow coverage for actual filing document preparation is less direct than filing specialists.
- Results management can feel heavy for small teams with limited analysis needs.
Best For
Patent teams using analytics to drive filing strategy and jurisdiction targeting.
Questel
IP intelligenceQuestel provides patent intelligence and case workflows that support patent filing strategy, drafting inputs, and prosecution planning.
Tight integration of patent information intelligence with filing and lifecycle documentation workflows
Questel stands out with deep IP domain coverage that connects patent information workflows to filing and lifecycle use cases. It supports structured patent documentation handling with established content and procedural knowledge for filings. The platform also fits teams that need strong search, analytics, and data governance alongside filing preparation rather than standalone document-only tooling.
Pros
- Strong IP data and procedural context for filing workflows
- Structured document handling supports consistent preparation
- Works well when search, analysis, and filing are tightly linked
Cons
- Filing preparation can require substantial configuration and process setup
- User workflows are less lightweight than document-first filing tools
- Learning curve is steeper for non-IP operations staff
Best For
IP teams needing filing support integrated with broader patent intelligence workflows
Luminance
document automationLuminance supports document review workflows used by legal teams to accelerate patent filing document preparation and quality checks.
Semantic document search with AI extraction to map claims to relevant prior art
Luminance is distinct for using AI to accelerate document review inside patent filing workflows. It supports semantic searching, clause extraction, and drafting assistance for key prosecution documents. Its workflows focus on finding relevant prior art and matching claim language across large collections to reduce manual review time.
Pros
- AI semantic search surfaces relevant patent passages quickly
- Claim and clause extraction supports structured prosecution review
- Document-to-claim matching reduces manual prior-art mapping
Cons
- Workflow setup needs careful template and labeling to stay accurate
- Interpretation quality can drop on highly technical, ambiguous text
Best For
IP teams optimizing prior-art and claim review at scale
Clio
legal case managementClio provides legal matter management for patent practices with tasks, calendaring, and document organization tied to filing work.
Deadline and task tracking inside Clio’s matter management workflow
Clio stands out for combining case management with legal productivity tooling, which directly supports patent filing workflows. It lets firms organize matters, track deadlines, and centralize documents needed for drafting, filing, and correspondence. Built-in templates, email integration, and task management reduce manual coordination across inventors, attorneys, and agents. Reporting and role-based access help teams monitor workload and maintain consistent file organization across IP matters.
Pros
- Matter-based organization keeps patent files, deadlines, and communications in one place
- Deadline tracking and tasks support consistent filing and prosecution follow-ups
- Templates and document management speed up repeated filing and correspondence workflows
- Role-based access supports clean handoffs across attorneys and staff
Cons
- Patent-specific filing automation is limited compared with IP-first tools
- Advanced workflow customization can require process discipline from the team
- Reporting is stronger for operations than for patent prosecution metrics
Best For
Law firms managing patent matters alongside broader legal case workflows
iManage
document managementiManage delivers document management and collaboration controls that structure patent filing documents and version governance.
Matter-based document controls with permissioning and audit trails for prosecution records
iManage stands out for enterprise-grade document and knowledge management tied to controlled workflows for legal teams. It supports matter-centric document filing, version control, search, and retention-oriented governance that fit patent prosecution file handling. Legal-specific capabilities like role-based permissions and audit trails help teams maintain consistent records across external counsel and internal stakeholders. Workflow and integration options support repeatable filing processes without building custom document systems from scratch.
Pros
- Matter-focused document organization supports consistent patent filing workflows
- Robust permissions and audit trails strengthen defensible prosecution records
- Powerful enterprise search improves retrieval of prior filings and references
- Version control reduces risk from stale drafts across filing cycles
Cons
- Setup and administration can be heavy for teams without IT support
- Workflow configuration often requires specialist knowledge to optimize
- Patent-specific templates are limited without additional configuration
Best For
Large legal teams needing governed document filing workflows for patents
NetDocuments
secure document vaultNetDocuments provides secure cloud document management for patent filing workflows with retention controls and matter-based access.
Legal hold and retention policies integrated into controlled document records
NetDocuments stands out with enterprise-grade document management built around centralized matter repositories and audit-ready governance. For patent filing work, it supports versioned document storage, metadata-driven organization, permissions, and legal hold workflows that align with patent prosecution document lifecycles. The platform’s workflow and integration options help route drafts, manage review states, and centralize final filings and supporting exhibits. Strong control over access and retention makes it better suited for firms that treat patent files as controlled legal records.
Pros
- Robust metadata and permissions for controlled patent document repositories
- Version history supports draft-to-filing traceability across prosecution cycles
- Legal hold and retention controls fit regulatory and litigation preservation needs
Cons
- Configuration and workflow setup can feel heavy for small filing teams
- Patent-specific filing automation is limited compared with dedicated prosecution tools
- Advanced reporting and search tuning may require admin effort
Best For
Patent groups needing governed document control, legal holds, and audit-ready records
Conclusion
After evaluating 10 legal professional services, Anaqua stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Patent Filing Software
This buyer's guide explains how to choose patent filing software that supports drafting, filing readiness, docketing, and governed document workflows. It covers tools including Anaqua, CPA Global, Foundation IP, IPfolio, PatSnap, Questel, Luminance, Clio, iManage, and NetDocuments. The guide maps concrete capabilities and operational tradeoffs to real patent filing workflows across jurisdictions and matter lifecycles.
What Is Patent Filing Software?
Patent filing software is a workflow and document system used to prepare, coordinate, and execute patent applications and prosecution follow-ups. It typically manages structured matter data, deadline tracking, document assembly, and collaboration artifacts so filings are complete and consistent. Tools like Anaqua combine matter and workflow automation for end-to-end patent execution, while Foundation IP uses drafting workflows and a filing readiness checklist to connect required sections to the build process.
Key Features to Look For
The right feature set determines whether teams can reduce missing filing elements, coordinate reviews, and maintain governed records across the full filing lifecycle.
End-to-end patent filing workflow orchestration
Anaqua provides end-to-end intake, document assembly, and case management for patent filings and prosecution workflows, which reduces handoff errors between stakeholders. CPA Global delivers jurisdiction-spanning filing workflow execution integrated into managed patent case operations.
Jurisdiction-aware workflow execution and governance controls
CPA Global supports jurisdiction-aware filing workflow execution with operational controls suited to consistent filing outcomes across regions. Anaqua also emphasizes structured processes and portfolio reporting that support filing governance for global portfolios.
Filing readiness checklists tied to required document sections
Foundation IP stands out for a filing readiness checklist that ties required sections to the drafting workflow, which reduces missing filing-critical content. Teams can use Foundation IP’s structured sections to keep claims, specifications, and supporting details connected to submission readiness.
Patent-focused docketing views tied to matters and deadlines
IPfolio connects patent matters to deadline and docketing views and centralizes filing status and correspondence history. This structure supports faster coordination across internal staff and external agents handling prosecution tasks.
AI-assisted prior-art and claim-to-clause mapping for reviews
Luminance accelerates patent filing document preparation with AI semantic search, clause extraction, and document-to-claim matching. This reduces manual prior-art mapping effort during review cycles.
Enterprise document governance with matter-centric permissions, audit trails, and retention
iManage provides matter-based document controls with permissioning and audit trails that support defensible prosecution records. NetDocuments adds legal hold and retention policies integrated into controlled patent document records with versioned storage for draft-to-filing traceability.
How to Choose the Right Patent Filing Software
Selecting the right tool starts with matching the workflow depth and document governance requirements to the filing operations that the team actually runs.
Match workflow depth to filing execution reality
Teams that coordinate end-to-end filing preparation across jurisdictions should prioritize Anaqua for structured matter data and workflow automation that standardizes filing execution. Enterprises that need jurisdiction-aware orchestration with strong operational controls should shortlist CPA Global for filing workflow execution integrated into managed patent case operations.
Choose drafting support that enforces filing completeness
Organizations that want guided drafting and missing-element prevention should evaluate Foundation IP, because it includes a filing readiness checklist that ties required sections to the drafting workflow. Patent teams that rely on repeated claim and specification assembly should also compare Foundation IP’s structured document organization that links claims and specification material for faster reviews.
Decide how docketing and agent collaboration must connect
Teams focused on prosecution follow-ups and daily coordination should use IPfolio, because it links matter records to deadline and docketing views and centralizes correspondence history for agents. Firms running broader legal operations with patent work inside a unified matter system should evaluate Clio, because it provides deadline tracking and task management tied to patent matters and role-based access.
Add analytics and intelligence only if it feeds filing decisions
Patent teams that translate prior-art and competitor intelligence into filing strategy should consider PatSnap, because it links prior-art search and patent landscape analytics to filing-focused watch themes. Questel is a stronger fit for teams that need filing support integrated with deeper patent intelligence workflows and structured document handling.
Require governed records if audit-ready prosecution files are a must
Large legal teams that need defensible prosecution records should evaluate iManage for permissioning, audit trails, and version control on matter-centric documents. Patent groups that require legal hold and retention aligned with prosecution document lifecycles should shortlist NetDocuments for legal hold and retention controls integrated into controlled document records.
Who Needs Patent Filing Software?
Patent filing software benefits teams whose filing work spans multiple stakeholders, multiple jurisdictions, and multiple document states from draft through submission.
Large law firms and in-house teams running global patent portfolios
Anaqua fits global portfolio execution because it combines matter and workflow automation for structured patent filing execution plus portfolio reporting for operational visibility. iManage also fits large legal teams needing governed document filing workflows with permissioning and audit trails across prosecution records.
Enterprises that run controlled, jurisdiction-spanning filing operations
CPA Global is built for enterprise operations that need jurisdiction-aware filing workflow execution integrated into managed patent case operations with operational controls for consistency. Teams seeking document governance can complement filing operations with iManage’s version governance and audit trails for prosecution records.
IP firms and prosecution teams that want structured drafting and submission readiness checks
Foundation IP is designed for document-driven drafting workflows with review cycles and a filing readiness checklist that ties required sections to readiness. Luminance supports large-scale prior-art and claim review by providing semantic search, clause extraction, and document-to-claim matching to reduce manual mapping during filing reviews.
Patent-focused teams that coordinate docketing, deadlines, and agent collaboration
IPfolio supports patent matters with docketing views that connect matters to upcoming deadlines and store filing status plus correspondence history. Clio supports patent matter organization with tasks, calendaring, and document management so filing coordination stays inside matter-based workflows with role-based access.
Common Mistakes to Avoid
Common failure points across patent filing tools center on setup complexity, heavy configuration for advanced workflows, and tool-choice mismatches between intelligence, drafting, and governed document control.
Buying workflow automation without allocating process configuration time
Anaqua and CPA Global can deliver workflow-driven execution, but implementation often requires significant process configuration effort to realize structured intake and jurisdiction-aware workflows. Questel also needs substantial configuration for filing preparation, so unplanned setup cycles can delay deployment.
Choosing analytics-only tools when full document preparation is the bottleneck
PatSnap excels at patent landscape analysis that turns search into filing-focused strategy, but it provides less direct coverage for actual filing document preparation than filing specialists. Questel also links intelligence and lifecycle workflows, but filing preparation can still require configuration rather than acting as a lightweight document-only system.
Relying on AI review without enforcing template and labeling discipline
Luminance can accelerate semantic searching and claim-to-clause mapping, but workflow setup needs careful template and labeling to stay accurate. Teams that skip those controls can see interpretation quality drop on technical or ambiguous text.
Using general document controls without prosecution-specific governance features
Clio supports deadlines and task tracking, but patent-specific filing automation is limited compared with IP-first prosecution tools. iManage and NetDocuments provide stronger prosecution record handling with permissioning, audit trails, version control, and NetDocuments’ legal hold and retention controls.
How We Selected and Ranked These Tools
We evaluated every tool on three sub-dimensions using features, ease of use, and value with weights of 0.4, 0.3, and 0.3. The overall rating is the weighted average of those three dimensions calculated as overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Anaqua separated itself by combining high workflow coverage and strong structured execution with features rated at 8.9 and an overall score of 8.5, which reflects its integrated matter and workflow automation for structured patent filing execution. Lower-ranked options like PatSnap focused more on patent intelligence and landscape decision support at features rated 7.6, which reduced fit for teams needing more direct document preparation workflows.
Frequently Asked Questions About Patent Filing Software
Which patent filing software is best for end-to-end intake, document assembly, and prosecution workflow tracking across global portfolios?
Anaqua is built for global IP teams that need structured intake, document assembly, and matter-level case management in one workflow. Its reporting and analytics add portfolio visibility that supports filing and prosecution governance across jurisdictions.
What tool connects filing execution with jurisdiction-aware workflows and operational controls for managed filing services?
CPA Global is designed for controlled, jurisdiction-spanning patent filing operations. It ties document workflows and submission routing to standardized case workflows so teams can manage preparation coordination and lifecycle handling with consistent outcomes.
Which solution supports structured patent drafting tied to filing readiness checks and review cycles?
Foundation IP focuses on document-driven workflows that connect application content to filing readiness. Its guided steps and filing checklists link required sections to the drafting process, and its collaboration artifacts support review cycles to reduce missing elements.
What platform is strongest for patent-focused docketing, deadline tracking, and collaboration with agents?
IPfolio centers on patent filing tasks, deadlines, and document coordination in a portfolio view. It organizes filings, correspondence, and status history for collaboration with external agents and internal staff, with docketing views tied to upcoming deadlines.
Which tool turns patent intelligence work into filing decisions like jurisdiction targeting and claim coverage mapping?
PatSnap links prior-art searching and landscape analysis directly into filing strategy support. It helps teams organize results for claim coverage mapping and competitor monitoring so invention and applicant discovery leads into practical decisions about what to file and where to focus.
Which software integrates patent information intelligence workflows with filing and lifecycle documentation handling?
Questel is positioned for teams that want filing support coupled with broader patent information workflows. It provides structured patent documentation handling alongside search, analytics, and data governance, which supports filings and lifecycle use cases beyond document assembly.
Which option uses AI to accelerate prior-art and claim language review inside prosecution documents?
Luminance applies AI to speed semantic document search, clause extraction, and drafting assistance. Its workflows focus on mapping claim language to relevant prior art across large collections to reduce manual review effort during prosecution preparation.
Which platform is a better fit when patent filing workflows must coexist with general legal case management and task tracking?
Clio combines patent matter organization with legal productivity features like templates, task management, and email integration. It supports deadline and task tracking inside matter workflows, which helps coordinate inventors, attorneys, and agents without separate systems for day-to-day execution.
What enterprise document system best supports permissioned, audit-ready prosecution file handling across internal teams and external counsel?
iManage provides governed, matter-centric document controls with role-based permissions and audit trails. It supports version control, retention-oriented governance, and repeatable filing workflows across internal stakeholders and external counsel without building a custom document repository.
Which tool supports controlled document records with legal holds, retention workflows, and audit-ready governance for patent prosecution files?
NetDocuments is designed for governed document control using centralized matter repositories. It supports metadata-driven organization, versioned storage, permissions, legal hold workflows, and routed review states so teams can manage drafts and centralize final filings and exhibits as controlled legal records.
Tools reviewed
Referenced in the comparison table and product reviews above.
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