Clarivate IPfolio
Secure, manage, and protect your IP more efficiently.
Executive Summary
Clarivate IPfolio is a premier cloud-based intellectual property (IP) management solution built on the Salesforce platform. It enables corporate IP teams to centralize and manage a wide range of IP assets, including patents, trademarks, copyrights, and domain names. The platform leverages advanced workflow automation, data analytics, and integrations with Clarivate's extensive IP data sources to streamline operations, reduce risk, and facilitate strategic decision-making.
Use Cases
- Centralized management of patent, trademark, copyright, and domain name portfolios.
- Automated docketing, deadline tracking, and renewals processing to mitigate risk.
- Streamlining workflows and collaboration between internal counsel, outside firms, and service providers.
- Strategic decision-making on IP prosecution and maintenance spend through data analytics.
- Accurate IP cost forecasting and budgeting with AI-powered tools.
- Audit-ready reporting and improved portfolio governance.
Features
Visibility
- Centralized IP Management Hub: Manages all aspects of IP operations from a single platform, providing a unified view of inventions, patents, trademarks, domain names, and copyrights.
- Embedded Analytics for Decision Support: Accesses real-time decision support with embedded analytics, enabling strategic planning based on clean, reliable IP data.
- Customizable Reports and Dashboards: Creates and shares custom reports and dashboards quickly and easily, with insightful data visualizations for stakeholders.
- Portfolio Explorer & World Map: Utilizes features like Portfolio Explorer to visualize categories and drill down for details, and a World Map to quickly see trademark registrations globally.
Intelligence
- Advanced Workflow Automation: Replaces manual effort with automated efficiency, streamlining processes and eliminating time-consuming tasks like report generation and task assignments.
- Automated Due Date Calculations: Leverages an extensive country laws engine to monitor and automatically calculate critical IP due dates and deadlines, ensuring compliance.
- AI-Powered IP Cost Forecasting (Forecast): Integrates with Clarivate Forecast, an AI-driven tool that uses machine learning to predict IP costs, create budget scenarios, and alert users to budget overruns.
- Data Verification and Enrichment: Integrated Clarivate IP data provides automated data verification and enrichment, ensuring high data quality and reliability.
Support
- Expert Technical Services: Provides industry-leading implementation and support with expert technical services to ensure smooth and rapid onboarding.
- Dedicated Customer Success Teams: Offers superior customer support through dedicated customer success teams focused on building partnerships and meeting business objectives.
- In-house Professional Services: Best-in-class guidance from Clarivate's in-house professional services team for smooth implementation and ongoing support.
Technical Specifications
- Architecture
- Cloud-native SaaS, built on Salesforce platform.
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA (inferred from Salesforce platform)
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Salesforce Cloud (primarily AWS)
AI/ML Stack
- Machine Learning
- Predictive AI
Integrations
- Renewals/annuities service workflows (instructions and status exchange)
- Email and document ingestion (configuration-dependent)
Security & Compliance
Certifications: SOC 2 Type II (inferred from Salesforce platform), ISO 27001 (inferred from Salesforce platform), GDPR
Encryption: AES-256 at rest, TLS 1.2+ in transit (inferred from Salesforce platform)
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual, Multi-year discounts likely
- Free Trial
- No (credit card required)
About Clarivate Plc
Clarivate Plc is a British-American publicly traded analytics company that provides trusted insights and analytics through a collection of subscription-based services. It specializes in scientific and academic research, life sciences, and intellectual property, aiming to accelerate innovation for its customers.