Reinvent Your IP Management. The State of Automating IP Data - - PowerPoint PPT Presentation

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Reinvent Your IP Management. The State of Automating IP Data - - PowerPoint PPT Presentation

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


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The World is Being Reinvented.

Reinvent Your IP Management.

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The State of Automating IP Data Management

▪ Minimizing manual data entry ▪ Eliminating data redundancies ▪ Ensuring data quality

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About Your Speaker

Rupert Mayer

Founder & Chief of Product IPfolio Corporation

▪ 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. ▪ Master's degree in Industrial Engineering from Vienna University of Technology.

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The Goal: Automated “IP Cockpit”

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Data Sources

Company Patent Offices

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Intermediaries

Company Patent Offices

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Automation Approach

IPsync

Company Patent Offices

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IPsync Part 1: Data Validation & Updates

Daily PTO Updates

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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)
  • Always review: Filing Date, Priority Date
  • Review discrepancies only: remaining fields
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Number Format Harmonization

▪ Harmonized number formats are an important pre-condition for exchanging data with other systems (e.g. annuity providers)

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IPsync Part 2: Docket Updates

Daily PTO Updates

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IPsync Part 3: Auto-Docketing of Tasks and Actions

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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!

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Integration with ipan Annuities via API

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Data-Driven Renewal Decisions

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Integration with Validation Service (currently one-way)

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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 ☺

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Thank You

www.ipfolio.com info@ipfolio.com

Questions?