Symphony is a cloud-based IP management platform built on the Salesforce infrastructure and used by corporate IP departments and IP law firms to manage patent and trademark portfolios. The platform offers configurable workflows, automated docketing, and integration with major patent offices and third-party data providers across the full IP lifecycle.

Key Features and Functions:

Invention Disclosure Management
Configurable invention disclosure forms for submission, review, approval, and drafting workflows. Includes inventor award tracking, status tracking, and AI-assisted tools for patentability assessment (NoveltyAI) and invention classification (ClassifierAI).

Patent Docketing
Automated docketing and de-docketing with configurable country rules. GFW technology synchronizes patent data with major patent offices to maintain current, correct, and complete docket records with reduced manual input.

Portfolio Management
Supports patent and trademark portfolio management with taxonomy-based categorization, asset ranking, and linking of IP records to products and business areas. Provides portfolio-wide visibility across related records and activities.

Reporting and Analytics
Configurable dashboards and over 60 default reports. Prosecution analytics support examiner behavior analysis and prosecution strategy development. Annuity analytics support data-driven renewal decisions.

Renewal Management
Integrated annuity and renewal management for patents and trademarks, with status tracking for fee payments and payment receipts. Trademark renewals support national and Madrid registrations across a broad range of jurisdictions.

Trademark Management
Covers the full trademark lifecycle including search and clearance, registration, maintenance, oppositions and disputes, assignments, contracts and licensing, and categorization. Integrates with USPTO for data accuracy.

AI-Assisted Tools
NoveltyAI supports patentability assessments at the invention disclosure stage. ClassifierAI assists with accurate invention classification. Integration with Relecura provides AI-enabled patent analytics and landscape analysis.

Third-Party Integrations
Connects with major patent offices including the USPTO, EPO, and others via GFW technology. Supports patent translation and foreign filing through integration with RWS. Integrates with Max-IDS for IDS management.