portfolio

Compute UK IP renewal deadlines and audit portfolio register health.

9|Updated May 18, 2026
One-click install
npx skills add https://github.com/uk-agents/uk-legal-plugins --skill portfolio-uk-agents
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/uk-agents/uk-legal-plugins/tree/main/ip-legal-uk/skills/portfolio
Command: npx skills add https://github.com/uk-agents/uk-legal-plugins --skill portfolio-uk-agents

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill solves the operational risk of missing UK IP deadlines by helping you track registrations, renewals, and maintenance actions across UK and post-Brexit coverage. It also helps surface gaps and hygiene issues so you can verify them with the authoritative registers before any filing or payment.

Core Features & Use Cases

  • Deadline tracking and reporting: Generates a grouped view of what’s renewing, due, in grace, or lapsed over a chosen window.
  • Interactive portfolio building: Adds new IP assets to a register with the key dates needed to compute next deadlines.
  • Maintenance updates and health audits: Records status changes and performs broader audits for gaps, unknown dates, and post-Brexit UK/EU separation issues.

Quick Start

Run /ip-legal-uk:portfolio --report --days 90 to see which IP assets have renewal or maintenance deadlines coming up in the next 90 days.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track UK patent annuities and trade mark renewal deadlines?

Track UK patent annuities and trade mark renewal deadlines by computing next due dates, grace windows, and lapsed states for each asset in a local register. The tool generates grouped reports showing what is renewing, due, or lapsed over a chosen window.

How do I manage post-Brexit UK and EU IP coverage separation?

Manage post-Brexit UK and EU IP coverage separation by auditing portfolio health to identify split coverage issues and register hygiene gaps. The audit mode surfaces unknown dates and separation issues requiring verification against UK IPO and EUIPO sources.

Can I add new IP assets to a docketing register and update maintenance events?

Add new IP assets to the docketing register with key dates needed to compute next deadlines, and update maintenance events by recording status changes. The tool supports interactive portfolio building and maintenance tracking for UK IPO, EUIPO, EPO, and WIPO Madrid Monitor assets.

Do I need to verify computed IP renewal deadlines against official registers?

Verify computed IP renewal deadlines against official registers because the tool produces reference-only deadlines that must be checked against UK IPO, EUIPO, EPO, and WIPO Madrid Monitor sources before any filing or payment. Computed dates are provisional and require authoritative confirmation.

What is the best way to audit an IP portfolio for gaps and lapsed assets?

Audit an IP portfolio for gaps and lapsed assets by running health audits that identify unknown dates, post-Brexit UK/EU separation issues, and register hygiene problems. The audit mode surfaces portfolio gaps requiring verification against authoritative registers before any maintenance action.