Reinvent Your IP Management. The State of Automating IP Data - PowerPoint PPT Presentation

The World is Being Reinvented. Reinvent Your IP Management.

The State of Automating IP Data Management Minimizing manual data entry ▪ Eliminating data redundancies ▪ Ensuring data quality ▪

About Your Speaker ▪ Created IPfolio , a cloud-based management solution for creating, prosecuting, and commercializing all of your IP. ▪ 20+ years of experience in IP management software. ▪ Has worked closely with 100+ companies and law firms on all aspects of the IP management process. Rupert Mayer ▪ Master's degree in Industrial Engineering from Founder & Chief of Product Vienna University of Technology. IPfolio Corporation

The Goal: Automated “IP Cockpit”

Data Sources Patent Offices Company

Intermediaries Patent Offices Company

Automation Approach Patent Offices Company IPsync

IPsync Part 1: Data Validation & Updates Daily PTO Updates

Dealing with Discrepancies Daily notification email about new Sync Logs ▪ For each field, you can configure the “review level”: ▪ Never review (e.g. Art Unit, Examiner, Class) o Always review: Filing Date, Priority Date o Review discrepancies only: remaining fields o

Number Format Harmonization Harmonized number formats are an important pre-condition for ▪ exchanging data with other systems (e.g. annuity providers)

IPsync Part 2: Docket Updates Daily PTO Updates

IPsync Part 3: Auto-Docketing of Tasks and Actions

IPsync: Coverage Auto-docketing US Private PAIR ▪ Docket Updates US-TSDR; EP, WO, CN: public registers; more in 2020 ▪ Data Validation All the above; worldwide soon! ▪

Integration with ipan Annuities via API

Data-Driven Renewal Decisions

Integration with Validation Service (currently one-way)

The Final Frontier: Law Firm Integration ￭ Not all patent & trademark offices provide electronic registers ￭ Double-docketing on client systems is a hassle for law firms ￭ Perfect world: law firm & corporate systems integrate seamlessly Stay tuned ☺

Thank You Questions? www.ipfolio.com info@ipfolio.com

Reinvent Your IP Management. The State of Automating IP Data - PowerPoint PPT Presentation

The World is Being Reinvented. Reinvent Your IP Management. The State of Automating IP Data Management Minimizing manual data entry Eliminating data redundancies Ensuring data quality About Your Speaker Created IPfolio , a

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