IPfolio

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

by Clarivate Plc · IP & Patent Management

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 Plc

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.

Founded: 2016 · Headquarters: Philadelphia, United States; London, United Kingdom · Employees: 10000+ · Public