"A year and a half ago the excel spreadsheet I used to manage our company’s patent portfolio was about to collaps. 400 pages with many, many tabs. It was no longer an option. Together with our external patent attorney I started looking for an external online tool which could make my work easier and the day to day management and administration of the portfolio so that it was easily available to the IP team but also where our external patent attorneys could also work on the same tool. As my team is spread between three different locations in the world, it was important to find something that was immediately updated, easy to use and which provided us with the “assistance” we needed. We reviewed several different available online IP tools, but after the presentation of IPfolio we knew what we wanted. It took a while to get everything set up exactly the way we wanted it, but IPfolio helped us the whole way and even programmed some extra tools just for us. I can highly recommend IPfolio both for small and large companies. If you want an IP management tool that is meant to help you and make your life “easier” – then IPfolio is definitely the tool to choose."
"IPfolio was purchased to replace a very effective but aging system of home-grown spreadsheets that we had been using for nearly four years to manage our IP portfolio. The second-biggest challenge has been adaptation of the base IPfolio product to incorporate the desired operational and reporting functionality that we had spent years building in our prior system. Here, genius-at-large Kevin Nugent has done an extraordinary job of both establishing that base-level functionality as well as being available often on very short notice to assist in on-the-job training for me. The number one biggest challenge, however, has been the integration of years worth of parallel data that existed at our outside patent counsel’s firm. In this case, Kevin teamed with Heather Fleener to migrate that data into IPfolio then work thru a very tedious data-compare. Heather’s IPfolio expertise combined with very strong IP operational experience has ensured total success with very little downtime for me."

FlexTrac is an innovative technology company - Powered by TORViC Technologies, Inc. is helping IP Professionals grow with Intellectual Property management technology solutions and professional services, and run their business from docket management to client administration. FlexTrac offers technology and services designed specifically for the IP Industry. At FlexTrac, they believe that innovation is the leading driver for achieving maximum sustainable business profitability, and they support this via their strategic focus on IP Industry investments.
Flowhaven enables licensors and agents to manage the wide range of activities required to run a successful licensing journey with B2B partners including agreement management, digital content distribution, design collaboration and approvals, and sales reporting and validation. Flowhaven inspires commercial and creative licensing teams to collaborate and leverage real-time business data to grow and scale globally. Flowhaven is a Licensing International member with offices in Helsinki and Santa Monica, Calif.
PatSnap is the global leader in connected innovation intelligence made up of more than 800 PatSnappers across three continents, helping 8,000+ customers in 40+ different countries make better innovation decisions every single day. They do that by combining millions of R&D and IP datasets so their customers can connect the dots, increase productivity, and innovate more effectively.











