IPfolio Reviews

We use IP Folio strictly for our Open Source and IDS submissions. We had searched numerous tools to manage this process but IP Folio was the only one that was light weight and could be tailored to our specific process. We're also thrilled that it can track our IDS process upon application and we can create a shadow docket for our internal needs as well.

While it can do everything we need, the solutions are tied to SalesForces' capabilities, so sometimes the solution is somewhat different than how you would typically expect to solve a given scenario. But the good news is that we've always found a way.

Easy management of open source requests and IDS submissions which are easy for inventors and developers to submit, increasing our adoption rate.

The standard setup matches all our needs, and where we were able to require some extras the flexibility of the system and of IPfolio also solved those needs.

Salesforce imposes some limitations on reporting - but by extending with the standard tool Conga Composer we were able to have excellent reporting.

If your IT team are not familiar with Salesforce you may end up between a rock and a hard place, but IPfolio does their best to help around that.

Dream big, and don't be afraid to request non-standard solutions; this may be easily solved with IPfolio support.

We have improved overview of IP cases, we are able to support the rest of the organisation better than with our previous system, we use less time on routine tasks.

Customizability and reports. We can track multiple different metrics to determine what processes work best for our company. Reports allow me to create easy to digest charts for presentations to board members and execs without any additional steps.

Some relationships between objects are necessarily limited due to the nature of the Salesforce platform. For instance, if any assets create a complex patent family, it may not be easy to track (e.g. claims of priority to more than one patent asset).

Our company is still small and I use IPfolio to track new filings and prosecution, as well as spend on outside counsel. We have not yet leveraged the full capabilities regarding tracking patents against products or tracking revenue from patent assets.

IPfolio trikes a balance between expensive proprietary database solutions and h. As it is build on Salesforce hence offers all of the functionality provided by Salesforce. Clean user interface with a variety of customization options that enable us to tailor the application to our needs. Superb customer support team, extremely knowledgeable and responsive.

Nothing to dislike. We love it. Just need to invest some time in order to learn the application and the underlying Salesforce platform.

IPfolio strikes a balance between expensive proprietary database solutions and spreadsheet. As it is built on Salesforce hence offers all of the functionality provided by Salesforce. Clean user interface with a variety of customization options that enable us to tailor the application to our specific business processes and needs. Superb customer support team, extremely knowledgeable and responsive. Tyler Dunk has been particularly helpful in tuning the tool to our needs. IPfolio provides regular updates to the software and maturing the features. Over the course of our use, IPfolio expanded their feature offerings via partnerships with other vendors to provide even more functionality such as PAIRsync, annuities payments, billing.

We use IPfolio to manage our patent and trademark portfolio. In the past we used a spreadsheet. IPfolio allows us to enter and view data in a variety of customizeable formats, reduces errors and time for data entry using PAIR Sync and bulk uploads, generate report for various stakeholders

We moved to IPfolio from another system that had been heavily customized for our organization. As a result of the customization, the tool was nearly unusable it was so slow. IPfolio was able to customize the platform for our unique needs and it is still lightning fast to search and get the information that we need. We use the platform across all of our IP assets - patents, trademarks, and trade secrets - as well as to correlate our assets to agreements and partnerships.

I wish that the interface between the patent review process was more streamlined. It takes multiple screens to send out patents and characterize them.

We are organizing and tracking our IP assets with IPfolio.

IP Folio allows a cloud system to manage your IP matters from anywhere. You can keep track of patents, trademarks, contracts, etc. The system allows to access the patents and patent applications from USPTO and EPO sites by entering the correct application numbers. The system also allows to send emails straight to each IP matter, keeping all the communication and documents related to each matter in one place.

The management of patent family can be somewhat unintuitive.

I no longer have to use spreadsheets to keep track of IP matters and download Patents and Patent applications for each matter as the system will retrieve them from official websites. Also, all the emails for each matter are kept in one place.

PAIR sync. Intuitive interface. Quick turn around for feature requests and bug fixes. Needed features are at your fingertips. Process flows work well with how we work.

Some of the data transfer from our old system is not clean. The system is not able to use disclosure numbers that meet our needs. After three months, auto-numbering for our docket numbers and family numbers have not been implemented to our specs. No attempt was made to duplicate existing reports from our old system. However, the pluses to this system far outweighs the minuses.

Get it.

Speed in executing tasks in patent preparation and prosecution. Views allow for easy accounting of work that has been done or needs to be done by several people responsible for a task.

Because the system is hosted on salesforce, it is very stable and reliable. Rupert and his team have been great to work with.

Nothing. Great product and great company to partner with.

You will not be disappointed. You can spend less but you will receive far less in return.

We use it for invention life cycle tracking and storing prosecution related documents for our IP portfolio. Massive increase in efficiency and accuracy of data.

IPFolio's approach is simple, straightforward and inherently powerful. Building on the time-tested foundation of SalesForce, IPFolio provides a compelling answer to those with questions concerning the cost management of their portfolio.

IPFolio is a developing application that is short on its strategic goals of covering any size portfolio of all IP at this time.

IPFolio's competition will lure you in with sometimes sexier client names or an apparent low cost approach. Don't believe it. Companies like Anaqua, CPA Global and Clarivate will entice you in and then lock you in to using their services - even if they are more inefficient or costly. Competition is good - but they are bad.

System integration and the concept of an open marketplace are where I would like to be - and where IPFolio leads me.

Great team to answer all of our questions. The team really listens to our users and the unique needs of the organization.

Communication can improve. A few times we a couple of weeks with no status updates. Need to keep users in the loop.

Definitely recommend to other considering IPfolio. Very customizable, ease of use and great customer service.

Currently we are at the implementation and roll out stage. IPfolio is still in the process of tweaking our organization's specific needs. IPfolio has a great team to rollout the software with realistic timelines.

This is a great tool that helps us keep up to date on all our patents and trademarks on a daily basis. As our IP attorneys also have access, the database is very easily kept up to date at all times. The best part of it all is the amazing follow-up we get from the IPFolio guys who normally answer within only a couple of hours when sending them e-mails and problems/issues solved very quickly.

There is nothing to dislike. I love IPFolio.

We used to have our patent information in an excel spreadsheet - which in the end was close to collapsing. Looked at several different options for online tool when we discovered IPFolio and fell instantly in love with it. Have never regretted choosing IPFolio and can highly recommend the tool.

IPFolio's customer service is far better than any other platform we have tested. The IPfolio platform is highly configurable, unlike the legacy platforms. And the user interface is fast, slick, and more polished than legacy platforms.

Nothing really, it has been a great experience to date.

Just do it, you won't regret it!

Using it for management of Patents, Trademarks, Copyright, Open Source.

Easy to configure and manage all of our IP assets under one platform.

The system is absolutely self-explaining.

It is difficult (for me) to exchange data with inventors.

As a patent law firm we receive information of our clients patent. As soon as we have received we transmit to IPfolio withou additional correspondence. Further we communicate with the client via IPfolio without searching the file.

I liked the streamlined interface as well as the customer service. The representatives were always very responsive.

There were certain actions which needed to be performed which I believed required too many "actions" aka too many clicks to achieve a desired result.

We were managing the patent portfolio of a 2 billion dollar company. We were able to track all of our filings to help prune the portfolio of old patents to save millions in corporate cost reductions.

IPFolio is really easy to use for any IP need.

When running trademark reports, can only get the class number and not the list of goods also.

Information from parent application doesn't automatically duplicate when opening children applications

For the price and what this software does, it doesn't get any better.

Lets me easily keep track of docketing, allows me to be able to file some of our own applications, overall saving the company thousands!

Ease of use; PTO syncs; dashboard visibility;

PTO syncs do not port over all relevant fields from PAIR; some issues are not immediate fixes and is put in a queue for the IP Folio development team to work on without a fixed timeline for resolution

Vast number of reports can be generated; customer service support is timely and efficient

The dashboards and ease of functionality, synchronisation with national Patent Offices.

The upload tool and process is not that user friendly.

If you are a medium size business and need to manage and track your IP rights beyond the use of a spreadsheet and do not have an IT department to support you, IPfolio meets these needs.

Having a centralised depository of key IP data.

I like the solution's flexibility. Being able to modify sections. fields, reports, etc. is important to us as our IP management policies and strategies evolve.

The current version is heavily weighted to patent management; I would like to see a more balanced approach by prioritizing trademark management

IPfolio is an excellent tool for managing any company's IP assets. It is user-friendly, versatile and easy to use.

IPfolio helps us account for business contacts, respective cost centers and associated costs.

Easy to use. Connection between invention and IP rights. Very flexible

Easier synchronization with patent office data would be great, e.g. update all or selected batches instead of single records

Overall IP management

The customizable communication flows (emails)

The requirement of a single source of truth for inventor records

Play with the tool. There's a lot of customization available.

In-house patent portfolio management

I like the different fields of view within each of the IP rights folders.

I find running reports often difficult and cumbersome.

We are bringing our patent portfolio in house rather than handled by outside counsel and find it to be an organized platform to store our patent information.

the interactiveness. It is possible to make all kinds of reports. It is only creativeness setting the limits. A very efficient tool in creating overview and communicating with business.

Good support function to IP folio.

so many options that it can feel overwhelming

It combines ease of use with ample possibilities

patent portfolio database

I like the flexibility of the platform and responsiveness of the support staff.

I dislike that the TM and Patent features currently overlap. My understanding is this is in the process of being resolved.

Greater visibility into global IP portfolio and ability to more easily generate reports as we improve our data.

User interface is intuitive. Its hosted in the Cloud.

Creating customized reports to export is not straight forward

Manage patent and trademark portfolio for my company and 5 subsidiaries. So far, the portfolio is in IPfolio and we're just starting to learn how to maximize its use