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az9713
az9713COMMUNITY
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portfolio

Track IP portfolio registrations and compute upcoming deadlines from provided dates.

Updated May 15, 2026
Search Tags:#compliance audit#deadline tracking#ip portfolio#patent maintenance#trademark renewals#docketing#ip management system
One-click install
npx skills add https://github.com/az9713/claude-for-legal-tutorial --skill portfolio-az9713
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/az9713/claude-for-legal-tutorial/tree/main/ip-legal/skills/portfolio
Command: npx skills add https://github.com/az9713/claude-for-legal-tutorial --skill portfolio-az9713

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The skill prevents expensive lapses by helping legal teams keep an IP portfolio’s renewal, maintenance-fee, and filing deadlines organized and reviewable.

Core Features & Use Cases

  • Deadline reporting & auditing: Produce a prioritized view of what’s renewing soon, includes grace/lapse context, and flags hygiene gaps.
  • Interactive register maintenance: Add new assets, update statuses after filings/fee payments, and reconcile with an IP management system when connected.
  • Compliance-first outputs: Emphasizes that computed dates are reference-only and must be verified against the authoritative registry before action.

Quick Start

Run /ip-legal:portfolio --report --days 90 to get a deadline report for the next 90 days grouped by urgency.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track patent maintenance fees and trademark renewals across an IP portfolio?▼

Track patent maintenance fees and trademark renewals by maintaining a local register of IP portfolio assets and computing upcoming deadline actions from provided filing dates. The system generates structured reports grouping deadlines by urgency across trademarks, patents, domains, and copyrights.

What is the best way to audit IP compliance gaps and upcoming renewal deadlines?▼

Auditing IP compliance gaps involves running a deadline report that flags hygiene issues, grace period context, and potential lapses across your IP portfolio. The audit produces a prioritized view of assets renewing soon to prevent expensive lapses.

How do I add new IP assets and update post-filing fee payment statuses?▼

Add new IP assets and update post-filing fee statuses through interactive register maintenance. The system reads and writes updates to a portfolio.yaml register file, allowing you to reconcile statuses after filings and fee payments.

Can I generate a 90-day deadline report for my trademark and patent portfolio?▼

Generate a 90-day deadline report for your trademark and patent portfolio by running a report command with a specified day parameter. The output produces a prioritized view of upcoming renewals grouped by urgency for review.

Are computed IP renewal dates from a docketing system legally authoritative for filing actions?▼

Computed IP renewal dates are reference-only and not legally authoritative for filing actions. You must verify all computed docketing dates against the authoritative registry before taking any compliance action to prevent lapses.

Does this IP management system apply jurisdiction-specific rules for patent and trademark maintenance?▼

The IP management system applies jurisdiction-specific rules for patent and trademark maintenance events. It computes next actions from provided dates while including a verification caveat to check against authoritative registries.

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