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portfolio

Track IP portfolio deadlines, renewals, maintenance fees, and use declarations.

9.1k|1.8k|Updated Apr 21, 2026
Search Tags:#compliance#trademarks#renewals#deadline tracking#ip portfolio#patent maintenance#docket audit
One-click install
npx skills add https://github.com/anthropics/claude-for-legal --skill portfolio-anthropics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/anthropics/claude-for-legal/tree/main/ip-legal/skills/portfolio
Command: npx skills add https://github.com/anthropics/claude-for-legal --skill portfolio-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill prevents IP portfolios from going out of compliance by surfacing the registrations, renewals, maintenance fees, and use-declaration deadlines that need attention.

Core Features & Use Cases

  • Deadline reporting across asset types: Track what’s renewing and what’s due soon, with urgency grouping for lapsed/grace, due within a window, upcoming, and unknown items.
  • Interactive asset management: Add new trademarks, patents, copyrights, designs, and domains with key dates and jurisdiction details, then update maintenance filings/fee payments and status changes.
  • Register auditing for gaps and hygiene: Run health checks for grace/lapse items, missing deadline computations, registration/prosecution red flags, ownership inconsistencies, and unwatched marks.
  • Source-aware, safety-first handling: Computes deadlines from the register data you provide, always reminding you to verify against the registry of record (e.g., USPTO TSDR/WIPO/other national systems), especially before filing or paying.

Quick Start

Use the portfolio skill to show the next 90 days of IP portfolio deadlines.

Frequently Asked Questions about portfolio

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track upcoming patent maintenance fees and trademark renewal deadlines?▼

To track patent maintenance fees and trademark renewal deadlines, this Skill computes upcoming dates from your register data and groups them by urgency, such as lapsed grace periods, due within a window, upcoming, and unknown items.

Can I run an audit to find gaps in my IP portfolio compliance?▼

You can run health checks to audit your IP portfolio for grace or lapse items, missing deadline computations, registration red flags, ownership inconsistencies, and unwatched marks to ensure compliance.

How do I add new IP assets and update their maintenance fee status?▼

You can manage IP assets interactively by adding new trademarks, patents, copyrights, designs, and domains with key dates and jurisdiction details, then updating maintenance filings, fee payments, and status changes.

Do I need to verify deadline tracking results against official registries like USPTO or WIPO?▼

Yes, you must verify deadline tracking results against the registry of record, such as USPTO TSDR, WIPO, or other national systems, especially before filing or paying, as this Skill computes deadlines from the data you provide.

What are the limitations of using automated docket audit software for IP renewals?▼

A key limitation is that automated docket audits compute deadlines from the register data you provide rather than live official systems, meaning you must independently verify dates against registries of record before taking consequential filing or payment actions.

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