IP portfolio
Rights in ten offices with status, deadlines, renewals, annuities and watch, with a registered practitioner responsible for the docket. The full description is on the portfolio platform page.
What the record holds
- Every right by office, class, status, owner and licensee, with the registry record and certificate attached
- Statutory deadlines computed per office and right type, assigned to a named person, reminded at 90, 60 and 30 days
- Renewal and annuity instructions, payments through the agent of record and receipts
- Assignments, licences and security interests recorded against each right
- Watch hits with a practitioner's note and the opposition window docketed
- Monthly status report and annual official-fee forecast, exportable
Who is responsible
A registered patent or trademark practitioner is responsible for the docket of every portfolio under management; filings and payments are made by the agent of record in each office. The platform is the record; the practitioner is the responsibility.
The IP portfolio platform IP Portfolio Management, from US$180 per month
See it on a real matter
We run one of your documents through the workflow in a sandbox and show you each stage.