IPfolio

IPfolio

(23)
4.6 out of 5 stars

IPfolio provides collaborative IP management software that is designed for corporate IP groups of all sizes, with what you need to engage your inventors and start managing your portfolio strategically.

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Showing 23 IPfolio reviews
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IPfolio review by <span>Leslie P.</span>
Leslie P.
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Verified Current User
Review Source

"Custom, Lightweight Solution "

What do you like best?

We use IP Folio strictly for our Open Source and IDS submissions. We had searched numerous tools to manage this process but IP Folio was the only one that was light weight and could be tailored to our specific process. We're also thrilled that it can track our IDS process upon application and we can create a shadow docket for our internal needs as well.

What do you dislike?

While it can do everything we need, the solutions are tied to SalesForces' capabilities, so sometimes the solution is somewhat different than how you would typically expect to solve a given scenario. But the good news is that we've always found a way.

What business problems are you solving with the product? What benefits have you realized?

Easy management of open source requests and IDS submissions which are easy for inventors and developers to submit, increasing our adoption rate.

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IPfolio review by <span>Anders B.</span>
Anders B.
Validated Reviewer
Verified Current User
Review Source

"IP management suite with great set of features, modern UI and fantastic user support"

What do you like best?

The standard setup matches all our needs, and where we were able to require some extras the flexibility of the system and of IPfolio also solved those needs.

What do you dislike?

Salesforce imposes some limitations on reporting - but by extending with the standard tool Conga Composer we were able to have excellent reporting.

If your IT team are not familiar with Salesforce you may end up between a rock and a hard place, but IPfolio does their best to help around that.

Recommendations to others considering the product

Dream big, and don't be afraid to request non-standard solutions; this may be easily solved with IPfolio support.

What business problems are you solving with the product? What benefits have you realized?

We have improved overview of IP cases, we are able to support the rest of the organisation better than with our previous system, we use less time on routine tasks.

What Intellectual Property Management solution do you use?

Thanks for letting us know!
IPfolio review by <span>Vincent S.</span>
Vincent S.
Validated Reviewer
Verified Current User
Review Source

"IPfolio Fan"

What do you like best?

Customizability and reports. We can track multiple different metrics to determine what processes work best for our company. Reports allow me to create easy to digest charts for presentations to board members and execs without any additional steps.

What do you dislike?

Some relationships between objects are necessarily limited due to the nature of the Salesforce platform. For instance, if any assets create a complex patent family, it may not be easy to track (e.g. claims of priority to more than one patent asset).

What business problems are you solving with the product? What benefits have you realized?

Our company is still small and I use IPfolio to track new filings and prosecution, as well as spend on outside counsel. We have not yet leveraged the full capabilities regarding tracking patents against products or tracking revenue from patent assets.

IPfolio review by Administrator in Consumer Electronics
Administrator in Consumer Electronics
Validated Reviewer
Verified Current User
Review Source

"IPfolio has greatly enhanced our productivity and improved efficiency"

What do you like best?

IPfolio trikes a balance between expensive proprietary database solutions and h. As it is build on Salesforce hence offers all of the functionality provided by Salesforce. Clean user interface with a variety of customization options that enable us to tailor the application to our needs. Superb customer support team, extremely knowledgeable and responsive.

What do you dislike?

Nothing to dislike. We love it. Just need to invest some time in order to learn the application and the underlying Salesforce platform.

Recommendations to others considering the product

IPfolio strikes a balance between expensive proprietary database solutions and spreadsheet. As it is built on Salesforce hence offers all of the functionality provided by Salesforce. Clean user interface with a variety of customization options that enable us to tailor the application to our specific business processes and needs. Superb customer support team, extremely knowledgeable and responsive. Tyler Dunk has been particularly helpful in tuning the tool to our needs. IPfolio provides regular updates to the software and maturing the features. Over the course of our use, IPfolio expanded their feature offerings via partnerships with other vendors to provide even more functionality such as PAIRsync, annuities payments, billing.

What business problems are you solving with the product? What benefits have you realized?

We use IPfolio to manage our patent and trademark portfolio. In the past we used a spreadsheet. IPfolio allows us to enter and view data in a variety of customizeable formats, reduces errors and time for data entry using PAIR Sync and bulk uploads, generate report for various stakeholders

IPfolio review by <span>Leslie G.</span>
Leslie G.
Validated Reviewer
Review Source

"Flexible, Customized, and Fast IP Solution"

What do you like best?

We moved to IPfolio from another system that had been heavily customized for our organization. As a result of the customization, the tool was nearly unusable it was so slow. IPfolio was able to customize the platform for our unique needs and it is still lightning fast to search and get the information that we need. We use the platform across all of our IP assets - patents, trademarks, and trade secrets - as well as to correlate our assets to agreements and partnerships.

What do you dislike?

I wish that the interface between the patent review process was more streamlined. It takes multiple screens to send out patents and characterize them.

What business problems are you solving with the product? What benefits have you realized?

We are organizing and tracking our IP assets with IPfolio.

IPfolio review by User in Consumer Goods
User in Consumer Goods
Validated Reviewer
Verified Current User
Review Source

"A great tool for in-house management of Intellectual Property"

What do you like best?

IP Folio allows a cloud system to manage your IP matters from anywhere. You can keep track of patents, trademarks, contracts, etc. The system allows to access the patents and patent applications from USPTO and EPO sites by entering the correct application numbers. The system also allows to send emails straight to each IP matter, keeping all the communication and documents related to each matter in one place.

What do you dislike?

The management of patent family can be somewhat unintuitive.

What business problems are you solving with the product? What benefits have you realized?

I no longer have to use spreadsheets to keep track of IP matters and download Patents and Patent applications for each matter as the system will retrieve them from official websites. Also, all the emails for each matter are kept in one place.

* We monitor all IPfolio reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.