IPfolio Overview
IPfolio is a premier, cloud-based intellectual property (IP) management solution developed by Clarivate, designed to streamline and enhance the management of intellectual property assets for corporate IP teams of all sizes.
What IPfolio Does
IPfolio centralizes the management of intellectual property, including patents, trademarks, domain names, and copyrights, providing a single, unified platform to oversee all IP operations. This solution is built on the Salesforce platform, ensuring high security, ease of use, and seamless integration with various tools and services.
Key Features and Functionality
Automated Workflow Efficiency
IPfolio replaces manual efforts with automated efficiency, automating tasks such as report generation, due date calculations, and task assignments. This automation helps in saving time and money by eliminating the need for manual data entry and other repetitive tasks.
Advanced Data and Analytics
The platform provides access to world-leading data sources, including Clarivate IP data, CompuMark™, Darts-ip™, Derwent™, and Innography™. This ensures that users have clean, reliable, and consistent data, enabling more informed IP decisions through embedded analytics and insightful data visualizations.
Centralized Management
IPfolio allows users to manage all aspects of their IP operations from a centralized hub. This includes inventions, patents, trademarks, domain names, and copyrights, all accessible in one place.
Customization and Flexibility
The software is highly configurable, allowing users to meet their unique needs and adapt to changing requirements easily. The flexible configuration options and unmatched integrations with Clarivate software and third-party tools enhance its versatility.
Integration and Collaboration
IPfolio integrates with a range of tools and services, facilitating collaboration with inventors, outside counsel, and other stakeholders. This connected ecosystem improves analysis and collaboration through features like the Portfolio Explorer and World Map, which provide detailed visualizations of IP assets.
Risk Reduction and Compliance
The platform reduces risk by ensuring reliable data through automated verification and enrichment. It also monitors and automatically calculates deadlines based on extensive country laws, preventing users from missing critical dates.
Superior Support and Implementation
IPfolio offers best-in-class implementation guidance from Clarivate’s professional services team, ensuring smooth and rapid onboarding. Additionally, dedicated customer success teams provide ongoing support to help users meet their business objectives.
Advanced Tools and Future Enhancements
IPfolio is continuously evolving with new features such as IP cost forecasting with Forecast, Advanced Analytics from CRM Analytics, and E-Correspondence, which extracts documents and bibliographic data from patent office correspondence packages. These enhancements further enhance the platform’s capabilities in data analysis, cost management, and process efficiency.
In summary, IPfolio is a comprehensive IP management solution that combines advanced automation, robust data analytics, centralized management, and seamless integration to protect, manage, and maximize the value of intellectual property assets.