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portfolio

Track IP portfolio deadlines across trademarks, patents, copyrights, and domains.

Updated May 28, 2026
Search Tags:#compliance#portfolio#deadlines#renewal#audits#ip#ip-management
One-click install
npx skills add https://github.com/gtgspot/clegal --skill portfolio-gtgspot
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/gtgspot/clegal/tree/main/ip-legal/skills/portfolio
Command: npx skills add https://github.com/gtgspot/clegal --skill portfolio-gtgspot

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps legal teams manage an IP portfolio by maintaining deadlines, renewals, and maintenance events across assets, ensuring timely actions and reducing risk of lapses.

Core Features & Use Cases

  • Deadline tracking: maintain a centralized calendar of renewal and maintenance deadlines across trademarks, patents, copyrights, and domains.
  • Add, update, and audit assets: capture asset details, compute upcoming deadlines, and run health checks; supports integration with an IP management system when available.
  • Reports & governance: generate deadline reports and audits to inform renewal strategy and diligence, with mode-based workflows for initialisation, reporting, adding, updating, and auditing.

Quick Start

Run /ip-legal:portfolio --report to view upcoming deadlines in your default window.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track IP portfolio deadlines for trademarks, patents, and domains?▼

Track IP portfolio deadlines by maintaining a centralized calendar of renewal and maintenance events across trademarks, patents, copyrights, and domains. The Skill computes upcoming deadlines from user-provided dates and stores data in a portfolio.yaml file.

What is the best way to manage IP renewals and maintenance events across multiple asset types?▼

Manage IP renewals by adding asset details and letting the Skill compute upcoming maintenance deadlines. It supports mode-based workflows for initialisation, reporting, adding, updating, and auditing assets to ensure timely actions and reduce risk of lapses.

How do I run an audit on my IP portfolio to check for compliance risks?▼

Run an audit on your IP portfolio by executing the audit mode workflow, which performs health checks on your assets. This generates audit reports to inform renewal strategy and diligence, keeping lawyers aligned on compliance status.

Can I integrate this IP deadline tracker with an existing IP management system?▼

Yes, you can integrate this IP deadline tracker with an existing IP management system (IPMS). The Skill supports optional IPMS integration alongside its core functions of capturing asset details and computing deadlines.

How are custom renewal rules handled for IP assets in unknown jurisdictions?▼

Custom renewal rules for IP assets in unknown jurisdictions are handled through agent-managed custom rules. This allows the Skill to compute deadlines accurately even when standard jurisdictional renewal parameters are not predefined.

Do I need to manually calculate renewal dates for my patent and trademark portfolio?▼

You do not need to manually calculate renewal dates for your patent and trademark portfolio. Computed deadlines are automatically derived from the user-provided dates you enter during the asset addition or update process.

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