Patent portfolio review
Patents mapped to products, with the maintenance decisions
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the portfolio, the product list and the fee schedule
Maps each patent and application to the products and the markets it covers
Maps the coverage and computes the costs
Flags the maintenance fees due and the patents covering nothing the company still sells
Drafts the review
Drafts the annual portfolio review with the keep, license or abandon recommendation per family
Works in

Box, Snowflake, SharePoint
What it does
- Maps each patent and application to the products and the markets it covers
- Flags the maintenance fees due and the patents covering nothing the company still sells
- Drafts the annual portfolio review with the keep, license or abandon recommendation per family
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.