Portfolio Action Intelligence

Portfolio Action Intelligence for patent teams

See which patents to keep, pay, review, prune, license, or investigate before renewal and budget decisions are made.

IP Brainbox connects valuation ranges, maintenance-fee guidance, claim-breadth indicators, CPC technology rollups, family coverage, and monetization readiness into one portfolio decision layer.

Portfolio Action Board · IllustrativeSample output
3 Keep2 Pay2 Review1 Prune1 License Candidate
US 10,770,788Keep
US 9,842,110Review
US 8,901,445Prune

Decision support only. Not legal advice, a formal appraisal, or a substitute for counsel.

What you get

Portfolio Command Center
See recommended actions across tracked assets with valuation, maintenance, claim-breadth, and family context in one view.
Workspaces and action board
Organize patents into portfolio workspaces and triage Keep, Pay, Review, Prune, License Candidate, and Investigate labels on the action board.
Fee-gate review queue
Workbench for maintenance decisions with clear status tracking and exportable memos before each USPTO fee gate.
Scenario studio and pruning
Compare pruning strategies and maintenance spend under different assumptions, then export decision-ready memos.
Licensing prioritization
Rank assets and manage shortlists for outreach and monetization campaigns when licensing potential outweighs hold-only rationale.
Auditable exports
Share portfolio rollups, review queues, and scenario outputs with finance, counsel, and portfolio stakeholders.

How it works

  1. Start with a focused review

    Send up to 10 U.S. patents for a decision-ready Expert Portfolio Review, or import a cohort into the platform.

  2. Triage in workspaces

    Apply valuation and maintenance signals while recording recommended actions per asset on the action board.

  3. Model scenarios and export

    Stress-test spend, prioritize licensing, and export governed Pay / Review / Abandon workflows.

Ready to try it?

Start with a 10-patent review, then scale portfolio decisions across workspaces and exports.

  • No credit card required to create an account
  • Outputs are decision support—pair with counsel and your own policies