Contents
About the Client
The company is a technology company with a sizable intellectual property (IP) portfolio of 83 assets. Previously, the company worked with a large U.S.-based IP service provider, which coordinated global filings and maintenance through a network of local agents.
Task
The company needed to streamline its IP management, gain better visibility and control over its portfolio, and reduce costs related to filings and maintenance.
Key Challenge
Despite paying an annual fee, the client received little to no updates on the status of their IP portfolio. After conducting an audit, we discovered:
- Seven applications had been abandoned due to simple yet critical oversights: no request for examination was filed, office actions went unanswered, or maintenance fees were missed.
- The client had continued paying for the maintenance of applications that were no longer active.
- The root cause was a lack of transparency in a complex chain: client → U.S. provider → local agent.
These issues led to direct financial losses of at least $15,000.
Solution
- Migration to iPNOTE platform: We transferred the entire portfolio into a centralized account, accessible by both the client and their dedicated IP manager.
- Triple-layered oversight: The portfolio is now monitored simultaneously by the manager, the platform, and local attorneys.
- Reduced service costs: The client discontinued the high-cost provider by 5x and streamlined processes via the iPNOTE platform.
- Lower patent maintenance expenses: Using our platform, the company was able to reduce maintenance costs by 2–3x in the same jurisdictions, compared to their previous software solution.
Result
- The company saved over $45,000 in the first year alone.
- IP management is now transparent and under control.
- Instead of hiring a full-time specialist ($60,000/year), the company pays only $11,880/year for comprehensive support.
- Real-time updates and notifications eliminate the risk of missed deadlines and costly errors.
Automate Your IP – Without Breaking the Bank
- Freemium plan for up to 20 IP rights — the best fit for startups
- 5x cheaper solutions for corporations
- No hidden upgrades or user-based licenses — just transparent pricing
Try the Freemium Plan or Book a Demo to explore the platform’s capabilities.