IPfolio

ipfolio.com
Legal Tech
Weekend Project

The premier Clarivate cloud-based IP management platform, tailored for corporate IP teams of all sizes

How to Replace IPfolio

Overview

IPfolio is the industry's highest rated IP management solution accessible via the Salesforce platform. It enables corporate IP teams to secure, manage and protect their intellectual property more efficiently with advanced workflow automation technology, superior data and analytics, and unparalleled industry expertise and support. The platform provides a centralized hub to manage inventions, patents, trademarks, domain names, and copyrights.

Features

20 features across 13 categories

Analytics(2)

Analytical Insights

Plan and act strategically with analytical insights based on clean, reliable IP data that enable more informed IP decisions

Embedded Analytics

Access real-time decision support with embedded analytics

Also in: Hugging Face, Notion, Smartsheet

Automation(3)

Issue Awards Automation

Automate issue awards task-based assignments to eliminate time-consuming manual tasks

Task-Based Assignments

Automated task-based assignments to streamline workflow management

Workflow Automation

Advanced workflow automation technology to replace manual effort with automated efficiency

Also in: monday.com, Notion, Airtable

Collaboration(1)

Collaboration Features

Collaborate with inventors, outside counsel, and more through connected workspaces

Also in: Notion, Airtable, Obsidian

Compliance(2)

Country Laws Engine

Extensive country laws engine that monitors and automatically calculates dates and deadlines to ensure compliance

Due Date Calculations

Automated due date calculations powered by an extensive country laws engine that monitors and automatically calculates dates and deadlines

Also in: Insider CDP, Airtable, 1Password

Core Functionality(1)

Portfolio Management

Manage operations from a centralized hub with access to inventions, patents, trademarks, domain names, and copyrights in one place

Customization(1)

Flexible Configuration

Easily customize IPfolio to fit your IP needs with flexible configuration options that meet changing requirements

Also in: monday.com, Obsidian, Smartsheet

Data Management(2)

Automated Data Verification and Enrichment

Integrated Clarivate IP data provides automated data verification and enrichment to ensure accuracy and allow seamless auto-docketing

Clean and Reliable Data

Act confidently with clean, reliable and consistent data. Reduce risk with reliable data integrated from Clarivate IP sources

Also in: monday.com, Notion, Airtable

Data Sources(1)

IP Data Access

Access world-leading IP data sources including Clarivate IP data, CompuMark, Darts-ip, Derwent, Innography, and more

Also in: Keyword Tool

Integration(1)

Connected Services and Integrations

Collaborate with inventors, outside counsel, and more. IPfolio integrates with Clarivate software and services, and third-party tools

Maintenance(1)

Automatic Updates

Automatic updates eliminate costly IPMS update projects and help ensure you always have the latest features and technology

Reporting(3)

Automated Reporting

Automate report generation to save time and money by removing the need for manual tasks

Custom Reports and Dashboards

Create and share custom reports and dashboards quickly and easily

Data Visualizations

Respond to stakeholder requests with insightful data visualizations

Security(1)

Data Security

Industry-leading data security provided through the Salesforce platform

User Experience(1)

Intuitive Design

Built on the Salesforce platform, IPfolio provides an intuitive user experience that is highly secure and easy to use

Cost Calculator

Pricing data not available for IPfolio. Check their website for current pricing.

Build vs Buy

Should you build a IPfolio alternative or buy the subscription? Estimate based on 20 features.

Buy IPfolio

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$12,000
Maintenance$180/mo
3-year total$18,480
Dev time~1 months

Buying IPfolio saves ~$18,480 over 3 years vs building.

Estimates based on 20 features and a BuildScore of 5/5. Actual costs vary.

Integrations

8 known integrations

Clarivate IP DataCompuMarkDarts-ipDerwentDerwent Patent AnalyticsInnographySalesforceThird-party tools