IPfolio Reviews & Product Details

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.

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.

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.

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.

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.

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

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.

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- 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.

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

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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

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.

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

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.

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

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.

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.

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.

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.

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

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

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.

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

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.

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.

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

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.

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

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