Capture client IP in minutes, surface strategic options instantly, and deliver white-label reports under your firm's brand. Reduce admin and reposition yourself as the strategic advisor your clients value most.
Time saved on admin
Client satisfaction
Faster portfolio reviews
Higher client retention
Tools designed to reduce administrative burden and position you as a strategic advisor, not just a service provider.
Gather every patent, trademark, and design via our intake tool. Visualize by type, geography, and technology with instant clarity.
Use IP Strategy Advisor to surface AI-suggested pathways. Build client discussion decks in minutes, not days.
Apply IP hardening and run patent resilience simulations to stress-test portfolios and identify vulnerabilities early.
Export professional reports with resilience scores, strategy scenarios, and your commentary — your brand, our technology.
Track portfolio health, filing trends, and geographic coverage with interactive dashboards and real-time insights.
Share insights securely with clients, investors, and stakeholders. Everyone sees the same trusted IP position.
A streamlined workflow your team can run on every client engagement.
Use our intake tool to gather all IP assets. The system automatically categorizes patents, trademarks, and designs by type, geography, and technology.
AI analyzes the portfolio and suggests strategic pathways. Review options and create discussion materials for client meetings.
Run resilience simulations and hardening analysis to identify vulnerabilities and strengthen the portfolio's defensive position.
Export white-label reports with your branding, including resilience scores, strategic recommendations, and clear next steps.
From onboarding to annual reviews, deliver consistent excellence across all client touchpoints.
Capture and visualize a new client's entire IP portfolio fast. Identify immediate risks and opportunities to demonstrate value from day one.
Run comprehensive annual reviews with interactive dashboards and trend analysis. Show clients how their IP position has evolved.
Rapidly assess IP portfolios for acquisition targets. Identify risks, gaps, and opportunities to inform deal negotiations.
Reduce admin, increase value, and position your firm as the strategic advisor clients keep coming back to.
