Primary question
Single-asset report services: What may this patent be worth?
IP Brainbox: What should the team keep, review, prune, or license across the portfolio?
Portfolio Action Intelligence
Know what to do with each patent before the next renewal gate.
IP Brainbox helps patent owners decide which assets to keep, pay, review, prune, license, or investigate — using valuation ranges, maintenance-fee guidance, claim-breadth indicators, technology-branch rollups, and global family signals.
Start with a 10-patent Expert Portfolio Review. Then use IP Brainbox to manage portfolio decisions at scale.
Decision support only. Not legal advice, a formal appraisal, or a substitute for counsel.
Before the next maintenance-fee gate
10-Patent Expert Portfolio Review
$995fixed fee
Delivered in 5 business days · up to 10 U.S. patents
Send up to 10 U.S. patents and receive a decision-ready review with recommended actions, PSRP valuation ranges, MFA Pay / Review / Abandon guidance, claim-breadth indicators, evidence gaps, licensing flags, and EPO-linked family signals where available.
Decision-support report only; not a legal opinion or formal appraisal.
What's included
- Defensible 10-patent portfolio review with recommended actions per asset
- Keep / Review / Prune / License labels with explainable evidence
- MFA Pay / Review / Abandon recommendations and fee-gate context
- Enhanced PSRP valuation ranges (five-category model)
- Claim-breadth and evidence-gap indicators
- Licensing and monetization flags
- EPO-linked Global Family Snapshot where matched
- Decision-ready PDF package and 30-minute findings call
Beyond one-off patent valuation
A single patent valuation can answer what one asset may be worth. IP Brainbox helps answer the portfolio question: what should you keep, review, prune, license, or investigate before renewal and budget decisions are made?
Maintenance-fee question
Single-asset report services: Rarely the focus of a single-asset report
IP Brainbox: What should the team pay, review, or abandon before the next fee gate?
Typical output
Single-asset report services: Standalone valuation or commercialization report
IP Brainbox: Portfolio decision records, MFA gates, CPC rollups, pruning scenarios, and exportable summaries
Best for
Single-asset report services: Single-asset valuation, founder review, or transaction preparation
IP Brainbox: Renewal-season triage, budget defense, pruning, and licensing prioritization
Portfolio view
Single-asset report services: One patent at a time; synthesis is manual
IP Brainbox: Decision Map, review queues, branch rollups, and portfolio-level scenarios
A defensible portfolio decision record
Each Patent Evidence Card connects the recommended action to valuation, maintenance, claim-breadth, and family evidence — so teams can brief finance, outside counsel, or portfolio stakeholders.
Portfolio triage · 10-patent review · IllustrativeSample output
4 Keep3 Review2 Prune1 License candidate
US 10,770,788Keep
US 9,842,110Review
US 8,901,445Prune
Decision Map · CPC branch
A61K · Pharmaceutical preparations
├ 12 patents · $4.2M total PSRP
└ Label: Review · 3 prune candidates
Patent Evidence Card · US 10,770,788
Recommended: Keep
PSRP $320k–$610k · MFA Pay · Claim breadth moderate
Global family: EP, JP matched · 3 jurisdictions
MFA · Next fee gate
US 10,770,788Pay
US 9,842,110Review
US 8,901,445Abandon
PSRP input · US 10,770,788
Estimated value range
$485,000
$320k – $610k · Peer 68th
Legal
74
Market
62
Not another docketing system. A patent decision layer.
IP Brainbox does not replace docketing, prosecution tools, or legal counsel. It connects estimated value, maintenance cost, claim scope, technology clusters, family coverage, and monetization readiness into portfolio decisions.
Primary role
Enterprise IP: Manage filings, deadlines, documents, and prosecution workflows
IP Brainbox: Support valuation, maintenance-fee review, pruning, and monetization decisions
Portfolio technology view
Enterprise IP: Classification metadata in records; limited cross-portfolio decision rollup
IP Brainbox: CPC Decision Map with branch rollups, heatmaps, and keep / review / prune / license labels
Getting started
Enterprise IP: Often requires enterprise implementation and IT alignment
IP Brainbox: Starts with patent search, CSV import, or a scoped 10-patent portfolio review
Sample outputs
Decision-ready report sections and portfolio views based on U.S. patent records and EPO-linked family and legal-status data where available. Use them to brief finance, outside counsel, or portfolio stakeholders before committing renewal, pruning, or licensing spend.
Maintenance Decision Memo
Client-ready PDF with MFA recommendation, PSRP context, family-aware abandon warnings, and audit footer.
MPS 72Review
PayReviewAbandon
Value/fee
8.2×
Gate
7.5 yr
Portfolio claim-aware decisions
Side-by-side PSRP, claim breadth, and Pay / Review / Abandon for renewal-season triage.
PatentPSRPBreadthRec.
US 10,234,567$245k78Pay
US 10,891,012$92k54Review
US 11,045,331$18k31Abandon
Global Family Snapshot
Foreign family members, jurisdiction coverage, and high-level legal-status indicators linked to U.S. assets in portfolio review reports.
142
Active
28
Review queue
$1.2M
Fees (24 mo)
Portfolio dashboard
Org metrics, review queue entry points, and maintenance horizon at a glance.
142
Active
28
Review queue
$1.2M
Fees (24 mo)
Maintenance decision matrix
MPS score, fee window, value-to-fee ratio, payment-supporting signals, review risks, and USPTO verification checklist.
MPS 72Review
PayReviewAbandon
Value/fee
8.2×
Gate
7.5 yr
Per-patent PSRP evidence
PSRP value range, peer context, category scores, claim-breadth indicators, evidence adjustment, and What Could Change This Value? inputs.
Executive Snapshot · Illustrative
$485,000
$320k$610k
Tech 82Market 71Claims 78
Scenario studio output
Compare pruning strategies and maintenance spend under different assumptions.
Baseline maintenance$890k
Prune 15% low-value$712k
12 families flagged · $178k annual savings
CSV import & maintenance horizon
Import results and fee-window grouping for renewal-season planning.
portfolio.csv uploaded
48 added · 3 skipped
Maintenance horizon
11 due in 90 days · 4 in review window
Trust and transparency
We design for IP, finance, and strategy teams who need to defend their numbers inside the company and with counsel.
Estimates, not appraisals
PSRP and MFA outputs are structured estimates and decision-support views. They do not replace legal counsel, formal valuation, claim charts, or USPTO filings.
Grounded in patent data sources
U.S. workflows use USPTO patent, assignment, citation, maintenance-fee, and classification data. Global Family Intelligence adds EPO-linked family and legal-status context where available.
Auditable exports
Maintenance Decision Memos, pruning summaries, and portfolio review exports include actor, timestamp, and model version for internal documentation.
Your data stays yours
Customer-uploaded documents and private portfolio data are not used to train public AI models.
Built for teams accountable for portfolio decisions
Corporate IP, university technology transfer, outside counsel, and monetization teams who need structured evidence for renewal, pruning, and licensing decisions.
Corporate IP teams
Run fee-gate review queues and action boards so renewal season is governed Pay / Review / Abandon, not ad hoc spreadsheets.
University technology transfer
Prioritize TTO budget toward patents with licensing potential, stronger claim breadth, and defensible prune candidates.
Outside counsel / IP boutiques
Deliver client-ready portfolio reviews and maintenance memos without building internal analytics infrastructure.
Monetization teams
Surface licensing candidates, weak assets, and globally supported families before campaign planning.
Different from prosecution-focused patent AI
Many patent AI tools focus on drafting, office actions, search, and prosecution tasks. IP Brainbox focuses on portfolio triage, renewal decisions, pruning scenarios, and monetization readiness.
| Capability | Prosecution-focused patent AI | IP Brainbox |
|---|---|---|
| Drafting support | Primary | Not focused |
| Office action support | Primary | Not focused |
| Prior art search | Primary | Limited / supporting |
| Portfolio triage | Available | Primary |
| Maintenance-fee decisions | Not focused | Primary |
| Pruning scenarios | Not focused | Primary |
| Licensing prioritization | Limited / supporting | Primary |
Start with a 10-patent Expert Portfolio Review. Scale with Portfolio Action Intelligence.
Begin with a fixed-fee Expert Portfolio Review, then move to Starter for Portfolio Action Intelligence, Team for action boards and fee queues, and Enterprise for governance at scale.