portfolio

Track patent annuities and trademark maintenance deadlines by generating an urgency-grouped report that identifies actions due, due soon, in grace periods, or lapsed within a configurable time window. The system reads from a local portfolio register and optionally syncs with an IP management system.

Yes, you can audit your IP portfolio for gaps and data quality issues. The register health check identifies deadline hygiene problems, missing use-in-commerce checks for trademarks, and owner inconsistencies across the entire IP portfolio.

Yes, international and Madrid mechanics are supported. The system applies specific jurisdiction rules for trademark §8/§9 workflows and international maintenance schedules, allowing you to capture custom jurisdiction rules when adding assets to the portfolio register.

Add new patent, trademark, copyright, design, or domain assets interactively by capturing jurisdiction, identifiers, owners, and key dates. The system records these additions and applies consequential updates to the maintenance schedule and deadline tracking.

Yes, deadline verification against official registries is required before filing or paying. The register functions as a working tracker that must be verified against the official IP registry to ensure accuracy before any maintenance actions are executed.

The best way to monitor IP portfolio health across jurisdictions is running a report that groups deadlines by urgency. It categorizes actions as due, due soon, unknown, grace or lapsed, and agent-managed, providing a comprehensive view of portfolio maintenance status.