Portfolio Intelligence
Search any company name and pull their full patent portfolio from USPTO and EPO. Six-layer signals — identity, term, operational risk, legal risk, prosecution health, and derived composites — computed from prosecution events, not maintained by hand. Then the Protection Matrix asks what those patents actually cover of the client’s own products.
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Portfolio management on structured prosecution data means every risk status, every health score, every trend line is derived from the file wrapper — never from a spreadsheet field an analyst forgot to update.
Every matter carries a computed signal bundle: identity & lifecycle, time & term, operational risk, legal risk (litigation exposure, IPR/PGR), prosecution signals (OA / RCE counts, narrowing trend), and derived composites (risk status, prosecution health, enforcement readiness). Portfolio-level rollups follow the same schema.
Bulk import from USPTO ODP (13M+ files) and EPO OPS (100+ international offices via PCT and EPO Register). Auto-sync keeps the portfolio current as prosecution events land.
Breakdowns across technology (CPC), filing year, top examiners, and art units — computed from your patent data, not maintained by hand. Answers “what's actually in this estate” in seconds.
A read-only report across four sections — Action Items, Portfolio Health, Prosecution Activity, and Portfolio Composition — with auto-generated executive highlights. One click to DOCX. The deliverable for board updates, partner meetings, and portfolio reviews.
The portfolio signals above describe the patents. The Protection Matrix asks what they actually cover: a client’s own product features down one axis, their patents’ claim chains across the other, answered element by element with the deciding claim language quoted. Claim standing and jurisdiction travel with every column, and only a gap an attorney has confirmed counts as exposure. See how it works
See the prosecution intelligence behind every signal
Portfolio management is powered by the same structured prosecution layer.