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portfolio

Track IP registrations, renewals, maintenance fees, and use declarations across jurisdictions.

Updated Jun 17, 2026
Search Tags:#legal#deadline tracking#uspto#ip portfolio#patent maintenance#docketing#trademark renewal
One-click install
npx skills add https://github.com/tk1cntt/PhapChe --skill portfolio-tk1cntt
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/tk1cntt/PhapChe/tree/main/docs/claude-for-legal-main/ip-legal/skills/portfolio
Command: npx skills add https://github.com/tk1cntt/PhapChe --skill portfolio-tk1cntt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? IP assets lapse when renewal deadlines, maintenance fees, and use declarations are missed. This Skill maintains a deadline register for trademarks, patents, copyrights, designs, and domains so nothing falls through the cracks. ## Core Features & Use Cases - Deadline Reports: Surface what's renewing in the next 30/60/90/180 days, grouped by urgency (lapsed, due soon, upcoming, agent-managed, unknown). - Asset Management: Add new assets interactively, record maintenance filings and fee payments, and sync with IP management systems like Anaqua or Clarivate. - Portfolio Audits: Run health checks covering deadline hygiene, registration gaps, use-in-commerce questions for §8-approaching marks, ownership inconsistencies, and unwatched marks. - Use Case: A paralegal runs a 90-day report before quarter-end and finds a trademark's §8 Declaration of Use entering its grace period, then records the filing once the attorney confirms it. ## Quick Start Ask the assistant to show all IP deadlines coming up in the next 90 days using the portfolio skill.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track trademark renewal deadlines?▼

Run the portfolio report to see all deadlines in the next 90 days grouped by urgency. It computes US §8 declarations, §9 renewals, Madrid and EUIPO renewals from registration dates, and flags anything lapsed or in grace.

How do I check upcoming patent maintenance fees?▼

The report surfaces US utility patent maintenance fees due at 3.5, 7.5, and 11.5 years from grant, including grace windows and entity-size notes. Use --days 180 to see a longer horizon.

Can this skill sync with Anaqua or other IP management systems?▼

Yes, it can pull the portfolio from a connected IP management system via MCP and reconcile the register against it, with the system of record winning on mismatches. Without a connection, you can import a spreadsheet or add assets manually.

Are the computed deadlines legally reliable?▼

No. Computed deadlines are reference only and must be verified against USPTO TSDR, WIPO, or the relevant registry before filing or paying. The skill explicitly warns that a docketed-but-wrong deadline creates false confidence.

What jurisdictions and asset types are supported?▼

Built-in rules cover US and Madrid trademarks, EUIPO marks, US utility and design patents, EPO annuities, US copyright, and domains. Other jurisdictions can be captured as custom rules and flagged as agent-managed.

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