Lifecycle Management

IP Portfolio Management

Practical, docket-clean portfolio control for patents, trademarks, designs & copyrights—renewals on time, spend under control, and assets aligned to your product roadmap.

🗂️

What we manage

  • Patents (India, PCT, Paris), continuations/divisionals, IDS, annuities.
  • Trademarks: clearance, filings, renewals, oppositions, watch services.
  • Industrial designs: filings, renewals, deferment, enforcement support.
  • Copyright recordals & licenses for software, content & brand assets.
  • Assignments, name/address changes, mergers & chain-of-title clean-up.
🎯

What you get

  • Zero-miss docket: automated reminders, 4-eyes review on critical dates.
  • Budget control: forecast by country/class; prune or defer with impact noted.
  • Quality filings: claims/specs aligned to products and enforcement intent.
  • Business alignment: dashboards by product line, region, and risk.
🧭

Strategy

File where you sell, make, or get copied. PCT vs Paris, claim scope, and timing that serves the business.

🔍

Audits & pruning

Score relevance/strength; cut or license tail assets; fix title gaps before diligence.

💸

Cost modelling

Annuity curves, multi-class TM renewal plans, and forecast vs actuals.

🤝

Deals & licensing

Claim charts, EoU packets, FRAND/SEP input, and clean sublicensing paperwork.

⚙️

Operating model

  1. Onboarding: import dockets, verify titles & agents, gap list.
  2. Stabilise: normalise bibliographic data, align names, set reminders.
  3. Optimise: prune/accelerate; filing calendars tied to releases.
  4. Run-state: monthly reports, quarterly strategy reviews, annual audit.
📥

What we need to start

  • Export of current docket (patents/TM/design/copyright) and agents list.
  • Corporate structure & chain-of-title docs (mergers/assignments).
  • Product roadmap + key geographies; risk tolerance & budget band.
We can sign your NDA

Engagement options

Starter Docket

Clean-up + renewals

6–12 month runway, reminders live, title fixed, budget set.

Managed Portfolio

End-to-end ops

Filings, prosecution, renewals, audits, and leadership dashboards.

Strategic+

Growth & deals

Licensing support, landscapes, EoU packs, M&A diligence input.

On-time actions

% of renewals/office actions handled before internal deadline.

📉

Cost vs plan

Quarterly variance by country/class & cause.

🛡️

Coverage

Assets mapped to products, markets & competitors.

🧪

Quality

Claim clarity, TM distinctiveness, enforceability flags.

FAQs

Can you migrate from our current agent/docket?
Yes. We’ll export, normalise, reconcile titles and re-create reminders with dual control until stable.
Do you handle global annuities & TM renewals?
Yes—through our network with consolidated billing and advance forecasts.
Will you challenge weak assets?
If an asset no longer serves the business, we’ll recommend pruning, licensing, or defensive publication—no sugar-coating.
How do you report?
Monthly ops reports + quarterly strategy review with KPIs, actions, and budget outlook.

Compliance & security

  • Conflict checks, confidentiality undertakings, and role-based access.
  • Documented docket changes with approvals and audit trail.
  • Data minimisation and signed NDAs for third-party processors.

Ready to take control of your IP portfolio?

Send us your current docket export and product roadmap. We’ll respond with a blunt, workable plan.