What problem does it solve?
The portfolio skill prevents missed legal and maintenance deadlines by keeping a structured calendar of what is renewing, due, in grace, or effectively lapsed across trademarks, patents, copyrights, designs, and domains.
Core Features & Use Cases
- Deadline reporting: Produces a grouped view of upcoming and urgent actions within configurable time windows, including grace and lapsed states.
- Interactive asset onboarding: Captures new assets by type, jurisdiction, identifiers, key dates, and ownership details, then computes next deadlines.
- Safe updates and maintenance tracking: Records filings/fee payments and status changes with a consequential-action gate to avoid incorrectly marking deadlines as “filed.”
- Portfolio health audits: Checks for deadline hygiene, registration gaps, use-in-commerce risk (for trademarks), ownership inconsistencies, expiration horizons, and unwatched assets.
- System-of-record alignment: Works best when connected to an IP management system (via MCP), or otherwise uses user-provided docket/export data while clearly flagging what cannot be confidently computed.
Quick Start
Run the portfolio skill in report mode to see what deadlines are coming due in the next 90 days: /ip-legal:portfolio --report