Prokurio 2025 Site Updates

We update our site weekly!

Below, you’ll find highlights of our major updates.
Check out our development pipeline to see what’s next.

2025 Updates

January 27th Release

IP Forecaster: Sequence Listings for Patent Forecasts

Sequence listings are a lot easier to manage now. All sequence listing-related fields are in an easy-to-find tab, and you initiate the process by flipping the “Include Sequence Listings” toggle.

January 27th Release

Planner IQ: Filing Policy Enhancements

We’ve made filing policy management easier, allowing you to set default policies for your organization or create detailed policies at the business unit, technology and rating level.

January 27th Release

Client Planner: Docket Timeline View

In Client Planner, we are making it easy to get all of the context behind your docket activity to enable you to quickly see where the matter is in its overall timeline and what the upcoming costs will likely be.

January 27th Release

January 20th Release

Client Planner: Docket Planning Sequence Enhancements

We’ve made the Docket Sequence setup more flexible, allowing you to create multiple paths for docket cost calculations. You’ll have access to all possible paths in the docket planner wizard, making it easy to fine-tune your docket cost projections.

January 20th Release

IP Forecaster: Anonymize Law Firm Fees in Trademark Exports

Our trademark cost estimator now has the same capability to anonymize law firm fees as patents. When you export to PDF, Word, or Excel, toggling the anonymize switch on will replace your foreign associate name with a generic description of “Foreign Firm Fee.”

January 20th Release

IP Forecaster: US Trademark Forecasting Updates

The USPTO updates last week required several changes to trademark forecasting. We’ve removed the TEAS transmission method option and default to electronic now. The USPTO also added several new fees, which can be accessed in a new US-specific section in the upper right section of the screen.

January 20th Release

January 13th Release

Client Planner: Enhanced Portfolio Refresh Progress Bar

Post-upload of your portfolio, refreshing your plan had you guessing what the system was doing in the background or if it was even working at all.

Refreshing your forecast plan now provides real-time feedback as Prokurio analyzes the costs of your patents.

January 13th Release

Client Planner: International Excel Date Format Support

Previously Client Planner only supported the US date format, we couldn’t let that stand!

Now when you upload your portfolio, it accepts all date formats supported by Excel. No need to adjust your IPMS exports before uploading.

January 13th Release

IP Forecaster: Private/Shareable Country Groups

We’ve further enhanced country groups for your patent cost estimations by allowing the creation of private groups only you can see and/or shared groups for all your Prokurio users.

January 13th Release

January 6th Release

Client Planner: Enhanced Portfolio Import

Uploading a portfolio and mapping the correct fields can sometimes be challenging when planning patent costs using Client Planner.

We’ve enhanced the mapping screen so it’s easy to know what is in your Excel file and what Prokurio expects. Additionally, we’ve added an Import Samples column to show you example data from your spreadsheet.

January 6th Release

IP Forecaster: Filing Routes for Service Charges

Previously, any service charges you added would apply to all filing routes. We’ve now added a filing routes dropdown so you can choose which filing route(s) apply to the charge.

For example, now you can have one service charge for direct filings and another for national or regional filings.

January 6th Release

IP Forecaster: New Client Country Groups

To simplify patent cost planning, we’ve added a client dropdown to country groups, allowing you to create client-specific country groups for use when doing client forecasts.

January 6th Release

January Product Updates

February 24th Release

IP Forecaster: Sequence Listing Improvements

We introduced our new sequence listing tab a couple of weeks ago, but the feature required you to jump through some manual hoops. Now, we’ve automated nearly everything, so associates with sequence listing fees are automatically included in your forecast.

February 24th Release

Prokurio Platform: Country Filing Type Defaults

Across the Prokurio platform, patent filing type is used to distinguish between different types of patents in a jurisdiction. With this update, the docket sequence screen now defaults to the predominant filing type for a jurisdiction.

February 24th Release

Client Planner: Automatic Smart Docket Sequencing

With so many moving parts in patent cost-planning, we’re working to take the guesswork out of the mix. Now, when you upload a docket file into Client Planner, we read the countries and tasks and automatically create the docket sequences for each country saving you time and providing more accurate budgets.

February 24th Release

February 17th Release

Client Planner: New Docket Timeline Options

With this latest update, you can transition seamlessly from projecting prosecution costs to projecting your allowance and maintenance costs. You also have full control over the timing, enabling you to adjust timelines as needed.

February 17th Release

Client Planner: New Docket Planning Tools

To make it easier to select, defer, or review docket cost details, we’ve added several new features to our cost timeline widget. Easily see the full docket cost history for a matter and explore “what-if” scenarios for the future.

February 17th Release

Client Planner: Improved Pruning Flexibility

Pruning

We’ve optimized pruning decisions in Client Planner to make your patent financial planning easier. A new timeline slider at the top of the page makes it much easier to select the exact timeframe you want to evaluate for pruning.

February 17th Release

February 11th Release

Client Planner: Simplified Docket Planner

Client Planner docket planning has been simplified for ease of use. Toggles for “Most Recent” and “Projected” activities allow quick filtered views of your data. Additionally, you can view a matter’s docket history and projected costs by clicking on the clock icon in the cost timeline column.

February 11th Release

IP Forecaster: Optimized Firm Fee Search & Filtering

For our customers with a large library of foreign associate firms/fees, it was a challenge to filter the long list and make updates. Filtering by name or country now holds your filter as you make updates, allowing you to quickly update multiple firm fees in one country.

February 11th Release

IP Forecaster: View & Download Applications

We’ve got a new patent cost forecasting feature that we think you’ll love! We now download the application PDF when you use the retrieve button to get the application details. Just click View Publication to see the PDF file.

February 11th Release

February 3rd Release

IP Forecaster: Improved Chapter II Functionality

Fees for National Stage Entry in many jurisdictions vary depending on your ISA and the IPEA responsible for the international preliminary exam. To simplify things, we’ve added a toggle, “Int. Prelim Exam Done,” to automatically select your default IPEA and ensure the proper fees are applied to your forecast.

February 3rd Release

Client Planner: Enhanced Docket Lifetime Options

We’ve added several enhancements within Docket Planner to make seeing and adjusting your projected docket costs easier. Now, you can change the selected next docket action and see a real-time breakdown of the costs. You can also now export these costs to Excel to share with clients.

February 3rd Release

Client Planner: Portfolio Refresh Cancellation

Once you uploaded your portfolio and/or docket file and refreshed your plan to apply the patent portfolio cost, if there was a problem, you were stuck. We’ve added messages so you know what the system does at each step and a cancel button to stop the process if needed.

February 3rd Release

February Product Updates

March 31st Release

IP Forecaster: Enhanced Publication Data Retrieval

Lately, we’ve encountered PTO documents that only contained images, making it impossible to extract the text. We’ve enhanced our algorithm to instantly detect and ocr these PDFs in real-time to ensure that you get accurate word counts for your forecasts.

March 31st Release

IP Forecaster: New Office Location-Based Fees

As more and more large firms have joined the Prokurio family, the need to handle different fees for different offices around the world quickly became apparent. This update allows for easy location setup, user location assignments and fees for each location to be used when patent forecasting.

March 31st Release

Client Planner: Filing Policies for Law Firms

Law firms can now set up filing policies to automate the decision-making process in Client Planner. Quickly access common client filing patterns and completely automate the budget creation process.

March 31st Release

March 24th Release

Client Planner: More Detailed Application Planning

Previously, new applications added to Client Planner were grouped into a single row displaying the overall total cost. Client feedback prompted us to change these to individual matters for a clearer picture of the costs for each new application.

March 24th Release

IP Forecaster: Enhanced Country Group Options

In addition to having client-specific country groups and private and organization-wide groups, you can also create generic groups that are visible/available in all forecast types for increased flexibility.

March 24th Release

IP Forecaster: New Administrative Dashboards

New Admin dashboards allow you to track your users’ forecast types, jurisdictions, usage, and totals, as well as customize and save your layouts.

March 24th Release

March 17th Release

Client Planner: Expanded “What if” Planning

As you make decisions in Client Planner, we now play things forward so that you can explore different cost strategies throughout the life of your matter. Easily adjust strategies along the way with “virtual matters” that let you model and evaluate the impacts of your decisions.

March 17th Release

IP Forecaster: Improved Forecast Results for VAT Costs

We’ve made VAT handling more intuitive than ever. If you select a country where it doesn’t apply, then we automagically default VAT to off. Additionally, we no longer default to the detailed view, so the results screen is much less cluttered.

March 17th Release

IP Forecaster: New Priority Costs for Madrid Filings

You can now add priority costs to your Madrid forecasts, aligning with functionality found in our patent and national trademark forecasting products.

March 17th Release

March 10th Release

IP Forecaster: VAT Service Charge Flexibility

With this update, we’ve made adding or ignoring VAT on service charges easier. Since most of our clients are US-based, we’ve defaulted to VAT not applicable.

March 10th Release

IP Forecaster: New Trademark Translation Costs

We’ve expanded translation costs into Trademarks! Now if you select a country that requires translation, you can enter the number of pages or words for translation and those costs are included in your results (including VAT where applicable).

March 10th Release

IP Forecaster: Simplified EP Validation costs

We’ve made it much easier for you to use your EP firm’s validation costs. We’ve added a toggle that makes it easy to use your EP firms validation costs, eliminating the need to select the firm in all the validation countries.

March 10th Release

March 3rd Release

Prokurio Platform: System and Organization Controls (SOC2) Compliance

The Prokurio platform has been designed from the ground up to be secure. We’ve decided it’s time to make it official and obtain a certified SOC2 security certificate. We’ve partnered with Auditlytics to assist us throughout the certification/compliance process.

March 3rd Release

IP Forecaster: New All-Inclusive Fee Support

Before this release, we really didn’t have a way to handle fee schedules that combined PTO and professional services fees. With this update, you can say that a fee is all-inclusive and the system will remove all associated PTO fees.

March 3rd Release

IP Forecaster: Enhanced VAT Handling

We’ve made it much easier to include or exclude VAT costs in your forecasts, and you can now see a summary or detailed view with VAT costs for every line item.

March 3rd Release

March Product Updates

April 28th Release

IP Forecaster: Location Specific Service Charge Support

Continuing our efforts of evermore flexible service charge options from last week, we’ve now added office location capability for our multi-national office law firms. You can apply a charge to all locations or different charges based on specific locales to be applied to your forecasts.

April 28th Release

Client Planner: Trademark Portfolio Importing

Importing your Trademark Portfolio for budget planning just got easier. Simply select the excel file you want to import, ensure the fields you want included are mapped correctly and click on the upload button. Any future uploads will save your mapped decisions as well.

April 28th Release

Client Planner: New Automatic Budget Planning

We now have an automatic option when creating a new budget plan in Client Planner for portfolio-level patent and trademark estimating. Simply select your duration, and Prokurio will analyze your portfolio, considering your pre-defined filing policies, and create a customizable budget in seconds!

April 28th Release

April 21st Release

IP Forecaster: Support for Attorney Specific Service Charges

We’ve extended our support for attorney-specific fees to include service charges. Now, you can select a responsible attorney, and their preferred foreign service charges will be included in your forecast.

April 21st Release

IP Forecaster: Optimized Trademark Translation Costs

When Trademark cost forecasting, you only want to see fields when they’re necessary. Now, translation fields are smarter and only show when a jurisdiction is selected that requires translation.

April 21st Release

IP Forecaster: More Flexible Trademark Service Charge Options

Our initial approach to service charges for trademark cost forecasting was one fee per task. In this update, we now support base service charges along with additional fees when multiple class/goods costs are required.

April 21st Release

April 14th Release

IP Forecaster: New Admin Dashboard Filtering

The new admin dashboard launched 3 weeks ago, and we’re already enhancing it for your patent and trademark forecasting metrics. You can now filter out specific user accounts and select custom date ranges for instant viewing.

April 14th Release

IP Forecaster: Simplified Trademark Forecast Screen

Since we already have a dedicated button and screen for Madrid forecasts, a filing route field on the form no longer made sense, so we ditched it and refreshed the layout to make data entry easier to navigate.

April 14th Release

IP Forecaster: Easier Validation Setup

It’s no longer necessary to select a firm for each of your validation countries. We now default to using your EP firm’s fees for validation countries and will utilize Prokurio’s average fees if your EP firm hasn’t provided you with their validation fees.

April 14th Release

April 7th Release

IP Forecaster: Improved ARIPO Trademark Fee Calculations

In addition to calculating fees based on the number of ARIPO designations and classes, we now also calculate the extra fees due when your goods and services exceed 50 characters.

April 7th Release

IP Forecaster: Simplified Optional Fees for Designs

Selecting optional fees for design forecasts was somewhat painful, so we streamlined the user interface and eliminated duplicate fees. No more guessing about which fee you need to select!

April 7th Release

Client Planner: Enhanced “What If” Modeling

With this new feature, you can not only see the impacts of your filing decisions but also model the impacts of future decisions resulting from them. No more guessing about the long-term cost impacts of your IP strategies!

April 7th Release

April Product Updates

May 26th Release

IP Forecaster: Enhanced Recordal Forecasting

We’ve made multiple enhancements to recordal forecasting. Now you can select multiple recordal types in the same forecast, saving you time and effort. Additionally, recordal forecasts will now display in your recent and saved forecasts on your homepage just like any other forecast.

May 26th Release

Foreign Firm Management: Fee Schedule Uploader

With this update, it’s easier than ever to upload the fee schedule from your foreign firms! You can choose to upload a single firm-wide schedule or country-specific fee schedules assigned to each country under the firm’s responsibility.

May 26th Release

Foreign Firm Management: New Foreign Firm Star Ratings

Good news! You can now easily add a star rating to each Foreign firm, allowing you to track qualitative data about your international associates.

May 26th Release

May 19th Release

Client Planner: New Trademark Budget Planner

Until now, patents received all of the Client Planner love, we couldn’t have that! With this update, we’ve added portfolio budget planning for our trademark folks. Now, you can upload a client’s portfolio and quickly create a budget to export and deliver in a matter of minutes!

May 19th Release

Prokurio Platform: New Foreign Firm Management Module

We’ve added an entirely new module to help manage foreign associate costs. Use an interactive world map to view your agent coverage, then drill down to view and benchmark their fees.

May 19th Release

IP Forecaster: New Recordal Forecasting

Great News! We’ve added recordal forecasting to the platform. Select your recordal type, country, and number of recordals, then generate your forecast!

May 19th Release

May 12th Release

IP Forecaster: Improved Service Charge Labels

With original labels of “Task” and “Name”, it wasn’t very clear on what was being selected. We’ve cleared up that confusion by updating the service charge labeling with more descriptive wording, removing the guesswork for you (and for us too!)

May 12th Release

IP Forecaster: Improved Client Filtering

Until now, IP Forecaster has allowed you to choose any client, regardless of the type of fees you had set up for them. With this release, IP Forecaster has smart filters, limiting the choice of clients to the appropriate types of forecasts.

May 12th Release

IP Forecaster: Service Charge Duplication Now Available

We’ve added duplication capabilities to service charge fees, making it much easier to create service charges quickly.

May 12th Release

May 5th Release

May Product Updates

June 30th Release

IP Forecaster: Application Task Specific Fee Support

Until now, if you had foreign associate costs for modifying drawings, legalizing documents, word processing, etc., we didn’t have an easy way to add those fees to your forecast. Now, you will be prompted for the relevant pages before running your forecast, making your results more accurate!

June 30th Release

Prokurio Platform: SOC 2 Type II Certification Update

We’ve spent the last several months preparing everything for our SOC 2 audit so we can be officially Type II certified for data & system security. We are happy to announce that we have selected an auditor, and our audit review stage is underway with a September target for completion!

June 30th Release

Prokurio Platform: New Trust Center

Our new trust center is online and available for review! You can use the site to review our compliance materials, download policies and documentation and much more. Head to https://trust.prokurio.com to check it out.

June 30th Release

June 23rd Release

Client Planner: Pruning Workflow Optimizations

As IP managers make their pruning decisions, they can save their progress and finalize them when completed. Once all decisions have been finalized, the results can be exported as an excel file.

June 23rd Release

Prokurio Platform: Single Sign On (SSO) Support

Tired of another login and password to remember? Along with our new EU site, we’ve also added single sign-on support. SSO support for our US customers is coming the first week in July!

June 23rd Release

Prokurio Platform: EU Site Now Available

Our new EU site is ideal for organizations that prefer or require their data to remain within the EU. EU hosting is managed by AWS in Frankfurt. Stop by and say “Guten Tag” if you are in the area.

June 23rd Release

June 16th Release

Client Planner: Enhanced Pruning Policy Controls

You can now set percentage-based cost targets and assign them to IP Managers to implement. They have an easy-to-use dashboard that allows them to monitor their progress and makes the review process quick and painless.

June 16th Release

IP Forecaster: New Currency Surcharge Option

We’ve made it easier to include currency costs in your forecasts, ensuring that your forecasts align more closely with your foreign associate charges.

June 16th Release

IP Forecaster: Conditional PCT Application Fees

Have different fees based on whether your firm filed the original PCT application or not? This week, we improved on this feature, making it even easier to set up.

June 16th Release

June 9th Release

Client Planner: New Pruning Wizard Countdown Timer

The pruning wizard is getting better by the week! We now have a countdown timer that shows the amount of time remaining before your payment vendor’s abandonment deadline.

June 9th Release

IP Forecaster: Conditional PCT Fees

If you charge different National Stage Entry fees depending upon whether you filed the original PCT application, this feature is for you. Slide the toggle on the request screen, and the correct fee will now be included in your forecast.

June 9th Release

IP Forecaster: New Custom FX Rates

While Prokurio provides global real-time currency rates out of the box, many of our international firms require the use of FX rates approved by their finance teams. Now, you can enter and maintain your own custom FX Rates for use throughout the platform.

June 9th Release

June 2nd Release

Client Planner: Enhanced Pruning Wizard

With this update, you can identify pruning rules that the system will use to identify targets for you automatically. Quickly identify pruning targets and see the potential savings.

June 2nd Release

IP Forecaster: Publication Language Detection

We’ve added automatic language detection to our publication lookup feature. Enter your publication number, and upon retrieval, Prokurio determines the language to simplify the setup process for your forecast.

June 2nd Release

IP Forecaster: Modify Service Charges at Runtime

You can now mark any service charge as modifiable, allowing you to adjust the fee when you run your forecast.

June 2nd Release

June Product Updates

July 28th Release

Client Planner: Trademark Docket Upload

Now, just like with patents, if you upload a trademark portfolio that includes docket entries, Client Planner processes those docket entries and makes it easy for you to include the docket costs in your budget.

July 28th Release

IP Forecaster: Trademark EU Membership Support

We’ve added dynamic country selection capabilities to Trademark Forecaster. If you select the EUIPO from any country dropdown list, the system automatically removes the 27 EU member countries from options to choose, as well as if any previously selected were loaded, making it a breeze to get the proper results.

July 28th Release

IP Forecaster: New Priority Translation Costs

When priority documents require translation, you can now (optionally) enter the priority application information needed to calculate the additional translation costs and get super-accurate translation costs.

July 28th Release

July 14th Release

Client Planner: Unified Portfolio Import & Plan Refresh

Until today, when you uploaded a portfolio file, you then had to manually refresh the plan to update the forecast data. We’ve now combined those steps, and the system automatically refreshes the forecast data upon successful upload, getting you budget planning faster than ever!

July 14th Release

IP Forecaster: More Flexible EP Maintenance Handling

We’ve added flexibility to our EP maintenance costs, allowing you to project all of the potential maintenance costs if you don’t select any validation/extension countries or elect Unitary protection.

July 14th Release

IP Forecaster: More Accurate EP National Stage Entry Maintenance Calculations

We’ve made our EP national stage entry forecasts more accurate by adding additional logic to better determine if maintenance fees are due. The logic would make your head hurt, trust us, it works.

July 14th Release

July 7th Release

Prokurio Platform: We Love Feedback!

Normally, we would have a new feature in this spot, but we decided to change it up this week. We want to thank all of our clients (and prospects) who have been the inspiration for our weekly updates. Keep the feedback coming, and we’ll keep the updates flowing!

July 7th Release

Prokurio Platform: Updated Help Site

Did you know you have a “Help” link right in your side menu bar? We’ve been working over the past few months to update and add new help files, making it easier to find answers to your most complex questions.

July 7th Release

Prokurio Platform: Single Sign-On (SSO) for the US

Two weeks ago, we announced SSO (Single Sign-On) for our EU customers. Over the holiday weekend, we upgraded our US servers so you can get the SSO love as well now.

July 7th Release

July Product Updates

Have an idea for an enhancement or new Feature?

Your Idea could be in next week's Prokurio 2025 site updates!

Let Us Know!