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Portfolio Intelligence

Patent Portfolio Management,
Computed From the Record.

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.

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Core capabilities

Signals Computed, Not Curated.

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.

Six-Layer Portfolio Signals

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.

IdentityTermOperational riskLegal riskProsecutionComposites

USPTO & EPO Sync

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.

USPTO ODPEPO OPSAuto-sync

Portfolio Composition

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.

CPCExaminersArt units

Executive Portfolio Report

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.

4 sections16 queriesDOCX export

See the prosecution intelligence behind every signal

Portfolio management is powered by the same structured prosecution layer.

Open Prosecution Intelligence