Key Features and Functions include:

Comprehensive IP Portfolio Management
Tools to catalog and oversee patents, trademarks, trade secrets, copyrights, and other intellectual property assets from a centralized interface.

Inventor and Agreement Portals
Customizable web portals allow inventors to submit disclosures and external partners to request and manage agreements online, reducing manual intake work.

Activity and Workflow Tracking
Track tasks, deadlines, actions, and compliance requirements across the IP lifecycle, with alerting capabilities to remind users of important events or tasks.

Dashboards and Reporting
Built-in dashboards provide real-time overviews of portfolio status, and more than 150 standard report formats support detailed analysis and export across formats such as PDF, Excel, and PowerPoint.

Financials and Cost Management
Manage budgets, expenses, reimbursable costs, invoices, and royalty revenues with integrated financial tracking tools to monitor IP-related spending and returns.

Document and Integration Support
Includes integrations with platforms such as DocuSign CLM and Microsoft Outlook, and robust API capabilities to connect with CRM, ERP, and IP tools including Salesforce and Workday.

Customization and Configuration
Administrators can tailor form layouts, language options, user-defined fields, and access controls to align with organizational workflows and terminology.

Sentinel Notifications and Alerts
Automatic notifications and bespoke alert rules help maintain awareness of upcoming deadlines, changes, and key events in the IP portfolio.