IPfolio
Premier cloud-based IP management platform for corporate IP teams.

Executive Summary
IPfolio is Clarivate's premier cloud-based Intellectual Property (IP) management platform, specifically designed for corporate IP teams of all sizes. It offers an end-to-end solution for the entire IP lifecycle, from invention disclosure to enforcement. Built on the robust Salesforce platform, IPfolio provides a secure and efficient way to manage, protect, and monetize intellectual assets, ensuring maximum control over IP portfolios. The platform is recognized for its integrated design, advanced automation, and synchronization features, which streamline IP operations. It helps organizations manage patent and trademark portfolios, simplify IP budgets and forecasts with AI-powered tools, and enable faster budget approvals. This focus on automation and efficiency allows corporate IP teams to optimize their workflows and make data-driven decisions. IPfolio serves as a catalyst for innovation, empowering IP professionals to work smarter and more efficiently. It supports a wide range of IP management needs, from routine tasks to complex scenarios like M&A acquisitions, ultimately enhancing the strategic value and protection of intellectual property.
Use Cases
- Managing and tracking global patent and trademark portfolios.
- Streamlining the entire IP lifecycle from invention disclosure to enforcement.
- Automating and simplifying IP budget creation and financial forecasting.
- Ensuring secure and compliant management of intellectual assets.
- Supporting intellectual property aspects during mergers and acquisitions.
Features
Visibility
- Comprehensive IP Dashboard: Provides a unified view of all intellectual property assets, their status, and key metrics.
- Customizable Views: Allows users to tailor their interface and data displays to focus on relevant IP information.
Intelligence
- AI-Powered Budgeting: Automates and simplifies IP budget creation and forecasting using artificial intelligence.
- Portfolio Analytics: Offers deep insights into IP portfolio performance, trends, and strategic opportunities.
Technical Specifications
- Architecture
- Built on the Salesforce platform, leveraging its robust cloud infrastructure and customizable architecture for IP management.
- Deployment
- SaaS
- Authentication
- SSO/SAML, OAuth/OIDC
- API Available
- Yes
Infrastructure
- Salesforce Cloud
Integrations
- Salesforce Ecosystem
Security & Compliance
Certifications: SOC 2, ISO 27001
Encryption: Data encrypted at rest and in transit, leveraging Salesforce's robust security protocols.
Pricing
- Target Customer
- Mid-Market,Enterprise
Ratings & Reviews
G2: 4.6/5/5
About Clarivate
Clarivate Plc is a British-American publicly traded analytics company that provides subscription-based services in bibliometrics, scientometrics, business and market intelligence, competitive profiling for pharmacy and biotech, patents, regulatory compliance, trademark protection, and domain and brand protection. It offers enriched data, insights, analytics, workflow solutions, and expert services across academia and government, life sciences and healthcare, and intellectual property.
Alternatives to IPfolio
- O P Solutions by Anaqua, Inc. — Powerful patent and trademark docketing software for efficient IP practice management.
- Patent Search & Analytics by Anaqua, Inc. — Comprehensive tools and services for patent searching and in-depth analysis.
- PATTSY WAVE by Anaqua, Inc. — Powerful, automated IP docketing software for efficient, accurate, and risk-reduced operations.
- Protégé™ AI Assistant in PatentSight+™ by LexisNexis — Accelerate strategic IP decision-making with AI-powered insights in PatentSight+.
- RightHub by Anaqua, Inc. — Intuitive IP management platform for seamless legal collaboration.
- WiseTime by Anaqua, Inc. — AI-driven autonomous time capture for legal professionals, increasing billable hours and productivity.
- Anaqua Element by Anaqua, Inc. — Streamlined cloud IP management for small portfolios.
- Anaqua Essential by Anaqua, Inc. — Streamlining intellectual asset management for law firms and their clients.