Provisional Patent Application Template: What to Use (and What to Avoid)

Provisional Patent Application Template: What to Use (and What to Avoid)

Many inventors searching for a "provisional patent template" are looking for a simple fill-in-the-blank document they can submit to the USPTO. In practice, provisional patent applications don't work that way: there are few formal formatting requirements, but the substance (what you disclose) determines what you can rely on later. The most practical "template" is usually a clear section structure that helps you fully describe your invention in a way that can be reused when drafting a later-filed non-provisional application.

Disclaimer: This article is for educational purposes and is not legal advice. Also, the USPTO is constantly updating its website, and some of the features, forms, and steps mentioned below may change over time.

What's Required, Not Required, and Strongly Recommended

What's required for a provisional

A provisional patent application is not examined and is subject to far fewer formal requirements than a non-provisional application. However, if you want a later-filed non-provisional application to claim the benefit of the provisional's filing date, the provisional must describe the invention in sufficient technical detail to support the claims that will be filed later. If that support is missing, you may lose the benefit of the earlier filing date for some or all claims.

In addition to drafting the provisional application itself, you will need to prepare and submit certain filing paperwork. The procedural steps and required forms are discussed in How to File a Provisional Patent Application on Your Own (DIY / Pro Se Guide).

What's not required (but commonly misunderstood)

There is no mandatory "template" or set of headings you must use for a provisional.

Claims are not always strictly required for provisional filing, but skipping them often reduces quality (more on that below).

What's strongly recommended

Even though provisionals are flexible, many patent attorneys draft provisionals using a non-provisional-style structure for two reasons:

  • You want your later non-provisional to be supported by the provisional. The more your non-provisional "maps" cleanly onto the provisional disclosure, the better.

  • Reducing conversion work reduces risk. When converting a provisional into a non-provisional, the less you must "add later," the less chance you accidentally introduce new material that isn't supported by your priority filing.

USPTO-Preferred Specification Sections (MPEP Overview)

The USPTO describes a preferred "Arrangement and Contents of the Specification" in MPEP § 601 (see also MPEP § 608.01(a)) for non-provisional applications. The preferred order includes:

  • (A) Title of the invention
  • (B) Cross-reference to related applications
  • (C) Statement regarding federally sponsored research or development
  • (D) Names of parties to a joint research agreement (37 CFR 1.71(g))
  • (E) Incorporation by reference statements (including specific items like program listings/sequence listings/large tables in particular formats)
  • (F) Statement regarding prior disclosures by an inventor or joint inventor
  • (G) Background of the invention
    • (1) Field of the invention
    • (2) Description of related art
  • (H) Brief summary of the invention
  • (I) Brief description of the several views of the drawing
  • (J) Detailed description of the invention
  • (K) Claims
  • (L) Abstract of the disclosure
  • (M) Sequence listing (if applicable)

Key takeaway: This is a menu and "preferred" arrangement, not a checklist you must blindly copy into a provisional.

Many "USPTO-preferred" sections don't apply to most inventions

For example:

  • Sequence listings are mostly life-sciences related.
  • Federally sponsored research applies only if you actually had relevant federal funding.
  • Joint research agreement sections are relatively uncommon.

Also, some items are context-dependent:

  • A "Cross-reference to related applications" section is typically used for priority claims in non-provisionals. Provisional applications cannot claim priority and, therefore, typically do not include this section.

A Practical Section "Template" for Provisional Applications

If you want a simple, reusable, attorney-style structure that works for most technologies, use the following headings and order in your provisional application.

Recommended headings and order (technology-agnostic)

  1. Title
  2. Technical Field (many older templates say "Field of the Invention")
  3. Background
  4. Summary
  5. Detailed Description
  6. Claims (recommended, even in provisionals)
  7. Abstract

Optional add-on: Brief Description of Drawings — If you include it, place it after the Summary. It usually won't hurt, but it's often not essential for a provisional.

High-Level Guidance on Each Section

Title

Keep it specific enough to be meaningful, but not so narrow it boxes you in. For example, you don't want to use a title that would exclude certain embodiments of the invention, but you don't want to use a title that is so broad that it doesn't convey what the invention is.

Technical Field

A short statement describing the technical area (e.g., "computer networking," "medical devices," "mechanical fasteners," etc.).

Background

Different attorneys approach this section in different ways. A generally safe practice is to describe the problems or technical challenges that the invention addresses, without characterizing any specific systems, techniques, or references as "prior art" to the invention.

Some practitioners use this section to discuss prior art in an effort to distinguish the invention from existing solutions. While this approach can be effective in certain cases, it can also carry risks. Statements made in this section may later be treated as admissions during examination—or, if a patent is granted, in enforcement or validity challenges. For this reason, many attorneys limit the Background section to framing the problem the invention solves, rather than cataloging or critiquing specific prior art references.

Summary

Different attorneys use this differently. A safe approach:

  • Describe the invention's core idea and key advantages at a high level
  • Provide an overview of the aspects that are novel and non-obvious

Detailed Description (the most important part)

This is where DIY provisionals succeed or fail. Your goal is to disclose enough detail that someone skilled in the field could implement the invention without undue guesswork.

Practical tips:

  • Explain how it works, not just what it achieves
  • Include variants, options, and alternative implementations
  • Where appropriate, use drawings to clarify invention features (e.g., physical structure, flows, components, or sequences) and include a corresponding description of those in the detailed description

To better understand the level of disclosure that is typically required, we recommend reviewing our article Filing a Provisional Patent Application Pro Se: Common Inventor Mistakes (and How to Avoid Them). If your invention involves software or other computer-implemented technology, you should also read Provisional Patent Application Requirements for Software, Algorithms & MVPs (DIY Guide).

Claims (recommended—even in provisionals)

Many inventors hear "claims aren't required" and omit them. That's often a mistake—not because claims are mandatory, but because drafting claims forces you to:

  • Define what protection you actually want
  • Identify missing detail in your disclosure
  • Clarify boundaries and alternatives

You don't need perfect claims for a provisional, but the exercise often improves the entire filing.

Abstract

A short, neutral technical summary. Keep it straightforward and consistent with your disclosure.

Common Template Mistakes to Avoid

When using any provisional patent template or outline, it is important to remember that structure alone does not create patent protection. Many DIY filings run into trouble because inventors rely too heavily on templates without fully developing the underlying disclosure.

  • Treating a template as a substitute for disclosure (a template is only structure)
  • Describing results without explaining the technical mechanism that produces those results
  • Omitting key components, interactions, or alternative implementations
  • Using headings mechanically without thinking about whether they help (or hurt) your case

Closing thought

A "provisional patent template" isn't a magic form—it's a structure that helps you disclose the invention thoroughly and cleanly. If you use a practical section order and focus on a strong Detailed Description, you'll be in a much better position when it's time to file the non-provisional application.

Want Help Drafting Your Provisional—Without Starting From Scratch?

Using a solid structure is a good first step, but the quality of the disclosure ultimately determines how much protection your provisional patent application provides. Many DIY inventors struggle to translate their ideas into a complete, well-organized technical description—especially when trying to anticipate future claim scope.

If you want assistance drafting a robust provisional application while still filing on your own, Idea2PatentAI provides a guided, step-by-step workflow that helps inventors structure and expand their disclosures based on the type of invention involved. The platform is designed to reduce guesswork, improve completeness, and make it easier to transition from a provisional to a non-provisional application later. If desired, we can also connect you with an experienced patent attorney to help you file your application online.

Last updated: February 4, 2026