Contents
About the Client
The firm is a technology company managing an international intellectual property portfolio with over 100 assets across key global markets. The company had previously worked with a large US-based IP provider but encountered serious issues affecting portfolio oversight and cost efficiency.
The Task
Enable a fast and seamless migration of the IP portfolio to a user-friendly IP management system. The goals were clear: regain control, eliminate blind spots, and reduce the high costs of maintenance and communication.
The Core Challenge
The company wasn’t receiving timely updates on the status of their applications. After conducting an audit, we discovered that 7 applications had been marked as “Abandoned” due to basic oversights:
- No request for examination was filed,
- Office actions were left unanswered,
- Maintenance fees went unpaid.
Even worse, the client continued paying the previous provider for managing inactive cases, resulting in at least $15,000 in wasted expenses.
The root of the problem: an inefficient chain of communication:
Client → U.S. Provider → Local Agent.
This fragmented structure allowed small mistakes to slip through unnoticed.
The Solution
Swift Migration to iPNOTE IPMS
- We migrated the entire portfolio in just 2 days. The process didn’t require input from the old provider.
- Now, all information is centralized: the company can track all updates in real-time via their iPNOTE account.
- Portfolio oversight is now triple-layered: the client, their iPNOTE dedicated manager, and local agents all monitor deadlines and actions.
- No more spreadsheets or email chains. Everything is in one dashboard.
Cost Optimization
The company had been using third-party software for renewals. We offered a better alternative: Using iPNOTE for maintenance cost 2-3x less with the same level of coverage.
Instead of hiring a full-time staff member for ~$60,000/year, the company subscribed to our service for just $11,880/year, getting full portfolio support, transparent reporting, and minimal manual involvement.
Result
- 100 IP rights migrated in 2 days
- 7 critical errors uncovered and addressed
- 2-3x cost savings on renewals
- Zero implementation time: work began on day one
- No integrations required: ready to use instantly
- User-friendly interface for both legal and business teams
“The transition to iPNOTE was surprisingly smooth. We regained control and transparency, and our team finally stopped worrying about missing deadlines.”— CEO, Tech Company
Switching to iPNOTE IPMS proved that migrating an entire IP portfolio can be fast, painless, and risk-free — even for complex, global companies. Centralizing all data and workflows in a single platform instantly eliminated costly blind spots and manual errors. Our client saved both time and budget while gaining full control and transparency over their IP assets from day one. If you want to experience the same simplicity and results, try iPNOTE for free or book a demo today — see how easy modern IP management can be.
