What problem does it solve?
This Skill helps maintain an accurate intellectual property portfolio register so trademark renewals, patent maintenance fees, domain renewals, use declarations, and ownership issues do not get overlooked.
Core Features & Use Cases
- Deadline Reporting: Surface lapsed, grace-period, due-soon, upcoming, agent-managed, and unknown portfolio items across configurable reporting windows.
- Portfolio Management: Add assets, update filing and payment statuses, capture jurisdiction-specific rules, and synchronize records with an IP management system when connected.
- Portfolio Auditing: Identify missing dates, stale pending applications, uncertain trademark use, ownership inconsistencies, approaching patent expirations, and unwatched registered marks.
- Use Case: Review a company’s IP portfolio for the next 90 days, identify trademarks approaching their use declaration window, and prepare verification tasks for counsel before any filing or payment.
Quick Start
Use the portfolio skill to report all IP deadlines due within the next 90 days and flag items that require verification against the relevant registry.