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.
Validated Reviewer
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.

IPfolio review by <span>Phillip M.</span>
Phillip M.
Validated Reviewer
Verified Current User
Review Source

"Great product; great service!"

What do you like best?

Because the system is hosted on salesforce, it is very stable and reliable. Rupert and his team have been great to work with.

What do you dislike?

Nothing. Great product and great company to partner with.

Recommendations to others considering the product

You will not be disappointed. You can spend less but you will receive far less in return.

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

We use it for invention life cycle tracking and storing prosecution related documents for our IP portfolio. Massive increase in efficiency and accuracy of data.

IPfolio review by Consultant in Legal Services
Consultant in Legal Services
Validated Reviewer
Review Source

"Simplifying the unneeded complexity of IP"

What do you like best?

IPFolio's approach is simple, straightforward and inherently powerful. Building on the time-tested foundation of SalesForce, IPFolio provides a compelling answer to those with questions concerning the cost management of their portfolio.

What do you dislike?

IPFolio is a developing application that is short on its strategic goals of covering any size portfolio of all IP at this time.

Recommendations to others considering the product

IPFolio's competition will lure you in with sometimes sexier client names or an apparent low cost approach. Don't believe it. Companies like Anaqua, CPA Global and Clarivate will entice you in and then lock you in to using their services - even if they are more inefficient or costly. Competition is good - but they are bad.

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

System integration and the concept of an open marketplace are where I would like to be - and where IPFolio leads me.

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

"Great Customer Service"

What do you like best?

Great team to answer all of our questions. The team really listens to our users and the unique needs of the organization.

What do you dislike?

Communication can improve. A few times we a couple of weeks with no status updates. Need to keep users in the loop.

Recommendations to others considering the product

Definitely recommend to other considering IPfolio. Very customizable, ease of use and great customer service.

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

Currently we are at the implementation and roll out stage. IPfolio is still in the process of tweaking our organization's specific needs. IPfolio has a great team to rollout the software with realistic timelines.

IPfolio review by Administrator in Oil & Energy
Administrator in Oil & Energy
Validated Reviewer
Review Source

"Amazing tool that makes my workday alot easier"

What do you like best?

This is a great tool that helps us keep up to date on all our patents and trademarks on a daily basis. As our IP attorneys also have access, the database is very easily kept up to date at all times. The best part of it all is the amazing follow-up we get from the IPFolio guys who normally answer within only a couple of hours when sending them e-mails and problems/issues solved very quickly.

What do you dislike?

There is nothing to dislike. I love IPFolio.

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

We used to have our patent information in an excel spreadsheet - which in the end was close to collapsing. Looked at several different options for online tool when we discovered IPFolio and fell instantly in love with it. Have never regretted choosing IPFolio and can highly recommend the tool.

IPfolio review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Superb customer service, easy deployment, highly configurable"

What do you like best?

IPFolio's customer service is far better than any other platform we have tested. The IPfolio platform is highly configurable, unlike the legacy platforms. And the user interface is fast, slick, and more polished than legacy platforms.

What do you dislike?

Nothing really, it has been a great experience to date.

Recommendations to others considering the product

Just do it, you won't regret it!

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

Using it for management of Patents, Trademarks, Copyright, Open Source.

Easy to configure and manage all of our IP assets under one platform.

IPfolio review by <span>Peter E.W. A.</span>
Peter E.W. A.
Validated Reviewer
Verified Current User
Review Source

"IPfolio is a phantastic service for exchanging information regarding all items of a patent portfoli"

What do you like best?

The system is absolutely self-explaining.

What do you dislike?

It is difficult (for me) to exchange data with inventors.

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

As a patent law firm we receive information of our clients patent. As soon as we have received we transmit to IPfolio withou additional correspondence. Further we communicate with the client via IPfolio without searching the file.

IPfolio review by <span>David M.</span>
David M.
Validated Reviewer
Review Source

"Logitech was the first customer, and the interface was everything we needed to manage our portfolio"

What do you like best?

I liked the streamlined interface as well as the customer service. The representatives were always very responsive.

What do you dislike?

There were certain actions which needed to be performed which I believed required too many "actions" aka too many clicks to achieve a desired result.

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

We were managing the patent portfolio of a 2 billion dollar company. We were able to track all of our filings to help prune the portfolio of old patents to save millions in corporate cost reductions.

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

"Great system to use, especially for the price!"

What do you like best?

IPFolio is really easy to use for any IP need.

What do you dislike?

When running trademark reports, can only get the class number and not the list of goods also.

Information from parent application doesn't automatically duplicate when opening children applications

Recommendations to others considering the product

For the price and what this software does, it doesn't get any better.

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

Lets me easily keep track of docketing, allows me to be able to file some of our own applications, overall saving the company thousands!

IPfolio review by <span>Annie W.</span>
Annie W.
Validated Reviewer
Review Source

"I enjoy the ease of use with IP Folio and how the fields and dashboards can be customized."

What do you like best?

Ease of use; PTO syncs; dashboard visibility;

What do you dislike?

PTO syncs do not port over all relevant fields from PAIR; some issues are not immediate fixes and is put in a queue for the IP Folio development team to work on without a fixed timeline for resolution

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

Vast number of reports can be generated; customer service support is timely and efficient

IPfolio review by Administrator in Legal Services
Administrator in Legal Services
Validated Reviewer
Verified Current User
Review Source

"Law firm yser"

What do you like best?

The dashboards and ease of functionality, synchronisation with national Patent Offices.

What do you dislike?

The upload tool and process is not that user friendly.

Recommendations to others considering the product

If you are a medium size business and need to manage and track your IP rights beyond the use of a spreadsheet and do not have an IT department to support you, IPfolio meets these needs.

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

Having a centralised depository of key IP data.

IPfolio review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Equifax Intellectual Property Management"

What do you like best?

I like the solution's flexibility. Being able to modify sections. fields, reports, etc. is important to us as our IP management policies and strategies evolve.

What do you dislike?

The current version is heavily weighted to patent management; I would like to see a more balanced approach by prioritizing trademark management

Recommendations to others considering the product

IPfolio is an excellent tool for managing any company's IP assets. It is user-friendly, versatile and easy to use.

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

IPfolio helps us account for business contacts, respective cost centers and associated costs.

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

"Great tool for IP management office with limited resources"

What do you like best?

Easy to use. Connection between invention and IP rights. Very flexible

What do you dislike?

Easier synchronization with patent office data would be great, e.g. update all or selected batches instead of single records

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

Overall IP management

IPfolio review by User in Internet
User in Internet
Validated Reviewer
Verified Current User
Review Source

"Review"

What do you like best?

The customizable communication flows (emails)

What do you dislike?

The requirement of a single source of truth for inventor records

Recommendations to others considering the product

Play with the tool. There's a lot of customization available.

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

In-house patent portfolio management

IPfolio review by Administrator
Administrator
Validated Reviewer
Review Source

"IPFolio"

What do you like best?

I like the different fields of view within each of the IP rights folders.

What do you dislike?

I find running reports often difficult and cumbersome.

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

We are bringing our patent portfolio in house rather than handled by outside counsel and find it to be an organized platform to store our patent information.

IPfolio review by User in Chemicals
User in Chemicals
Validated Reviewer
Review Source

"Easy to use for overview and for planning"

What do you like best?

the interactiveness. It is possible to make all kinds of reports. It is only creativeness setting the limits. A very efficient tool in creating overview and communicating with business.

Good support function to IP folio.

What do you dislike?

so many options that it can feel overwhelming

Recommendations to others considering the product

It combines ease of use with ample possibilities

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

patent portfolio database

IPfolio review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Flexible and Easy to Use System"

What do you like best?

I like the flexibility of the platform and responsiveness of the support staff.

What do you dislike?

I dislike that the TM and Patent features currently overlap. My understanding is this is in the process of being resolved.

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

Greater visibility into global IP portfolio and ability to more easily generate reports as we improve our data.

IPfolio review by Executive Sponsor in Biotechnology
Executive Sponsor in Biotechnology
Validated Reviewer
Review Source

"New user"

What do you like best?

User interface is intuitive. Its hosted in the Cloud.

What do you dislike?

Creating customized reports to export is not straight forward

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

Manage patent and trademark portfolio for my company and 5 subsidiaries. So far, the portfolio is in IPfolio and we're just starting to learn how to maximize its use

* 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.