IPfolio Reviews & Product Details

IPfolio Overview

What is IPfolio?

IPfolio provides next-generation, cloud-based IP Management software that helps with all aspects of creating and managing a corporate IP portfolio. IPfolio reduces administrative overhead, allows better visibility into the IP portfolio, facilitates collaboration and decision-making throughout global teams, and enables IP management at a strategic level by tying IP assets to products, markets, and revenue streams. In addition, IPfolio has full integration with ipan/Delegate Group's maintenance services, including patent annuities and trademark renewals.

IPfolio Details
Website
Languages Supported
Danish, German, English, French, Italian, Japanese, Korean, Dutch, Norwegian, Portuguese, Russian, Spanish, Chinese (Simplified)
Product Description

IPfolio is a catalyst for innovation throughout your IP lifecycle. Powered by Salesforce, IPfolio offers a fully configurable system for creating, prosecuting and commercializing your IP.

How do you position yourself against your competitors?

IPfolio is easily configured and customized so that customers can create their ideal IP workflows, all built on the Salesforce infrastructure.


Seller Details
Seller
CPA Global
Company Website
Year Founded
1969
HQ Location
N/A
Twitter
@CPAGlobal
4,666 Twitter followers
LinkedIn® Page
www.linkedin.com
2,896 employees on LinkedIn®
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IPfolio Reviews

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Senior Patent Paralegal
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I love everything about the product, from the fully customizable interface to the robust reports and dashboards. Working in IPfolio as an administrator, I can't emphasize enough how well-designed and constructed this product really is. Review collected by and hosted on G2.com.

What do you dislike?

I've been using IPfolio day in, day out for close to 6 years now, and have yet to come across something I dislike. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

As a quick example, anyone managing a patent portfolio knows that mistakes or typos in a patent record (e.g., app number or priority date) can lead to issues down the road. One great feature of IPfolio is the IPSync feature which syncs your US patent records with the USPTO database. Any found discrepancies are provided in an easy to manage audit log. Errors are a thing of the past when using IPSync in IPfolio. Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The functionality, workflows and customizable options of IPfolio are critically important toward successfully managing global intellectual property assets all in one place. From a complete invention disclosure process that includes an online inventors’ portal and interactive patent review process to an e-Billing API integration. IPfolio is collaborative, adaptable, clever, intuitive, smart, trustworthy and affordable.

More importantly, the team at IPfolio who make it all happen are knowledgeable, supportive, friendly and enthusiastic about what they do and about the company. I have worked with Kevin on several exciting and challenging projects, and he always goes above and beyond. Kevin is incredibly personable, highly technical, very approachable and always responsive. He cares about his customers, and he gets any job done. Other key IPfolio team members who have made my experience with IPfolio so positive are Brandon and Tyler. Their expertise and professionalism have also increased my ease of use and understanding of how to get the most out of this state-of-the-art cloud-based IP management software. Review collected by and hosted on G2.com.

What do you dislike?

I have been a very happy and satisfied IPfolio user for three years and could not be happier. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The endless options provided by IPfolio enhance and streamline all areas of intellectual property lifecycle management. Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Sync logs- would like this option expanded into other jurisdictions and for other Type of Rights (i.e. design/utility models); ability to customize fields and workflow rules for other business purposes Review collected by and hosted on G2.com.

What do you dislike?

Need for a lot of custom enhancements- wish more were standard; family graphs not easily viewable Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take time to work everything out during the implementation phase. Changes and support seem more limited after go-live. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Free-text/ keyword searches are great. Review collected by and hosted on G2.com.

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Director Intellectual Property
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Based on Salesforce Lightning our implementation of IP Folio is a very modern cloud based system which is highly adaptable and configured to our needs.

Specific areas of high value, compared to other IPM systems we have used or tested:

- Very modern user interface, that is beautiful and easy to work in

- Email integration, fast and easy tracking of communications

- Advanced reporting and beautiful dashboard capabilities

- Ability to easily change user interface layouts, work flows, reports, dashboards and so on.

Review collected by and hosted on G2.com.

What do you dislike?

- IP Sync, connection with patent offices needs to be improved, it basically only works in a useful way with USPTO. On the other hand, do not know of any other IPM system doing this better.

- Document management integration (meaning how you can edit and work on documents like word directly from the system) is not fully integrated into system, you need to connect Sharepoint, Dropbox or similar software. From these Sharepoint is preferred but is not an easy set up task. This can also be seen as a advantage, since to my knowledge no other IPM system allows connection to Sharepoint.

- Reporting capabilities are quite advanced, but if wanting to create advanced workflows with PDF/Word-documents and multiple connections between objects (patents, trademarks, agreements and so on) it is needed to use the Conga software, which is highly advanced but needs additional licenses, understanding and support. On the other hand, Conga is extremely powerful, and you can benefit from the whole Salesforce community and service providers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We work more efficiently.

We create more value by being able to visualize IP easier

We can easily create new layouts, work flows and ways to work, all from our own admin user setup, without asking for development resources. Review collected by and hosted on G2.com.

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AI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It's flexible and easy to make customizations. Customer service is also top notch. Review collected by and hosted on G2.com.

What do you dislike?

It can be very complicated to use or understand all of the features. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Getting a better understanding of the portfolio, ability to run various reports and compute advanced metrics Review collected by and hosted on G2.com.

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Head of Legal Ops
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

IPfolio upgraded us to Salesforce's new Lightning framework a few months back. Beyond the obvious UI/UX improvements, Lightning has opened the door to new functionality/features that were previously impossible and we look forward to the continued tight-knit partnership with IPfolio to take advantage of this. We have been very happy with the improvements and Lightning continues to keep IPfolio at the forefront of IP management systems. Review collected by and hosted on G2.com.

What do you dislike?

There is still the odd bug here and there as a result of our transition to Lightning. The IPfolio team has been quick to resolve once we raise an issue. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using IPfolio for complete end to end management of our IP portfolio. Review collected by and hosted on G2.com.

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Director, IP Strategy
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Phenomenal customer support from their entire organization from the bottom to the top. And I should mention I'm ECSTATIC about the upcoming integration between IPfolio and Innography -- that feature alone would have brought me to the table when we were evaluating new IP mgmt platforms. Review collected by and hosted on G2.com.

What do you dislike?

The family tree diagrams could be better. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Besides serving as our docketing platform, the flexibility of IPfolio enables us to customize the tool for a multitude of business purposes (such as capturing business intelligence for licensing purposes). A one-stop shop for all my IP mgmt needs. Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

I wish that the interface between the patent review process was more streamlined. It takes multiple screens to send out patents and characterize them. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are organizing and tracking our IP assets with IPfolio. Review collected by and hosted on G2.com.

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Senior Litigation Counsel
Computer Software
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Easy management of open source requests and IDS submissions which are easy for inventors and developers to submit, increasing our adoption rate. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Ease of use; PTO syncs; dashboard visibility; Review collected by and hosted on G2.com.

What do you dislike?

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 Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Vast number of reports can be generated; customer service support is timely and efficient Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Nothing really, it has been a great experience to date. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Just do it, you won't regret it! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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

Easy to configure and manage all of our IP assets under one platform. Review collected by and hosted on G2.com.

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Patent Counsel
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Dream big, and don't be afraid to request non-standard solutions; this may be easily solved with IPfolio support. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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IP Manager
Research
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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). Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Nothing to dislike. We love it. Just need to invest some time in order to learn the application and the underlying Salesforce platform. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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 Review collected by and hosted on G2.com.

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AM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I like the different fields of view within each of the IP rights folders. Review collected by and hosted on G2.com.

What do you dislike?

I find running reports often difficult and cumbersome. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

The management of patent family can be somewhat unintuitive. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Senior Counsel, IP
Automotive
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Because the system is hosted on salesforce, it is very stable and reliable. Rupert and his team have been great to work with. Review collected by and hosted on G2.com.

What do you dislike?

Nothing. Great product and great company to partner with. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

You will not be disappointed. You can spend less but you will receive far less in return. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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CL
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

IPFolio is a developing application that is short on its strategic goals of covering any size portfolio of all IP at this time. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

System integration and the concept of an open marketplace are where I would like to be - and where IPFolio leads me. Review collected by and hosted on G2.com.

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AI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Great team to answer all of our questions. The team really listens to our users and the unique needs of the organization. Review collected by and hosted on G2.com.

What do you dislike?

Communication can improve. A few times we a couple of weeks with no status updates. Need to keep users in the loop. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Definitely recommend to other considering IPfolio. Very customizable, ease of use and great customer service. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Partner
Legal Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The system is absolutely self-explaining. Review collected by and hosted on G2.com.

What do you dislike?

It is difficult (for me) to exchange data with inventors. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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AO
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing to dislike. I love IPFolio. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I liked the streamlined interface as well as the customer service. The representatives were always very responsive. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

IPFolio is really easy to use for any IP need. Review collected by and hosted on G2.com.

What do you dislike?

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 Review collected by and hosted on G2.com.

Recommendations to others considering the product:

For the price and what this software does, it doesn't get any better. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Lets me easily keep track of docketing, allows me to be able to file some of our own applications, overall saving the company thousands! Review collected by and hosted on G2.com.

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AL
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The dashboards and ease of functionality, synchronisation with national Patent Offices. Review collected by and hosted on G2.com.

What do you dislike?

The upload tool and process is not that user friendly. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Having a centralised depository of key IP data. Review collected by and hosted on G2.com.

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