portfolio

Track IP portfolio renewals by maintaining a local portfolio register schema and computing next deadlines from provided dates and jurisdiction rules. You can generate a report grouped by urgency to surface upcoming fee and annuity events across multiple jurisdictions.

Auditing an IP portfolio involves performing a register health check to identify deadline hygiene issues, registration gaps, ownership inconsistencies, expiration horizon signals, and unwatched assets. This periodic audit helps surface risks across trademarks, patents, designs, and domains.

Yes, you can interactively add new portfolio assets and record maintenance filings or fee payments. The process uses a guardrail mechanism to prevent incorrectly marking items as filed before explicit verification requirements against the authoritative registry are met.

Generate an IP renewal report by requesting a deadline summary for a specified timeframe like 90 days. The output groups assets by urgency, showing what is renewing, due soon, overdue, in grace, or unknown, while including explicit verification caveats against the authoritative registry.

Yes, deadline tracking requires formatting outputs with explicit verification requirements against the authoritative registry. Validating computed next deadlines and unknown items requiring confirmation prevents lapsed rights and maintains register accuracy.