The World is Being Reinvented. Reinvent Your IP Management.
The State of Automating IP Data Management Minimizing manual data entry ▪ Eliminating data redundancies ▪ Ensuring data quality ▪
About Your Speaker ▪ Created IPfolio , a cloud-based management solution for creating, prosecuting, and commercializing all of your IP. ▪ 20+ years of experience in IP management software. ▪ Has worked closely with 100+ companies and law firms on all aspects of the IP management process. Rupert Mayer ▪ Master's degree in Industrial Engineering from Founder & Chief of Product Vienna University of Technology. IPfolio Corporation
The Goal: Automated “IP Cockpit”
Data Sources Patent Offices Company
Intermediaries Patent Offices Company
Automation Approach Patent Offices Company IPsync
IPsync Part 1: Data Validation & Updates Daily PTO Updates
Dealing with Discrepancies Daily notification email about new Sync Logs ▪ For each field, you can configure the “review level”: ▪ Never review (e.g. Art Unit, Examiner, Class) o Always review: Filing Date, Priority Date o Review discrepancies only: remaining fields o
Number Format Harmonization Harmonized number formats are an important pre-condition for ▪ exchanging data with other systems (e.g. annuity providers)
IPsync Part 2: Docket Updates Daily PTO Updates
IPsync Part 3: Auto-Docketing of Tasks and Actions
IPsync: Coverage Auto-docketing US Private PAIR ▪ Docket Updates US-TSDR; EP, WO, CN: public registers; more in 2020 ▪ Data Validation All the above; worldwide soon! ▪
Integration with ipan Annuities via API
Data-Driven Renewal Decisions
Integration with Validation Service (currently one-way)
The Final Frontier: Law Firm Integration ■ Not all patent & trademark offices provide electronic registers ■ Double-docketing on client systems is a hassle for law firms ■ Perfect world: law firm & corporate systems integrate seamlessly Stay tuned ☺
Thank You Questions? www.ipfolio.com info@ipfolio.com
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