Start with the systemsthat already know the portfolio.
Bring data from IP management or docketing systems into Prokurio while preserving the organizational context needed for useful financial views.
Connect the systems.Keep the intelligence moving.
Put IP financial intelligence within reach of more people across your organization. Use Prokurio APIs to bring forecasts, budgets, and portfolio insights into existing workflows without replacing the systems your organization already depends on.
Explore connection optionsSOURCE SYSTEM
Portfolio, matter, event, and organizational metadata
PROKURIO
Data connected
Portfolio structure is ready for financial forecasting and planning.
- Business units
- Matter context
- Future events
Connection monitored ✓
Don’t rebuild your stack.Connect what makes it smarter.
Keep your docketing or IP management, financial, and business systems in place. Add the IP financial intelligence layer that turns their information into forecasts, budgets, portfolio views, and decisions.
Export another spreadsheet→Move data through a repeatable connection
Rebuild portfolio structure→Use existing hierarchy and metadata
Re-enter the same information→Connect the systems that already hold it
Create another login path→Plan access with single sign-on
Move more than data.Drive the work forward.
An active connection does more than transfer fields. It keeps portfolio context intact, supports repeatable financial workflows, and delivers Prokurio intelligence to the systems and teams that need it.
01 · PORTFOLIO CONTEXTExplore the financial plan.
- Business units
- Jurisdictions
- Technologies
- Products
Five-year outlook$780KAcross the selected portfolio
Planning horizon5 yearsAnnual cost view · USD
Projected annual costUSD
- Portfolio and matter dataConnect the records that define the current portfolio.
- Events and timingUse upcoming activity to shape future financial obligations.
- Business hierarchyCarry business units, products, ranking / scoring, and other organizational metadata into the analysis.
- Relevant assumptionsKeep financial outputs connected to the context behind them.
- Practical starting pointsBegin with imports and exports or plan a deeper API connection.
“Your IP system knows the portfolio. Prokurio helps reveal its financial future.”
Replace spreadsheet handoffswith repeatable connections.
Use Prokurio APIs to support the financial workflows your organization wants to standardize, automate, or embed in its own systems.
- Forecasting inputsMove structured portfolio context into specialized cost analysis.
- Budget workflowsConnect portfolio information with repeatable planning processes.
- Portfolio reviewsBring future cost context into organization-specific decisions.
- Reporting outputsDeliver structured results to downstream reporting and business systems.
- Custom experiencesBuild Prokurio intelligence into tools designed around your operation.
“Stop treating every system handoff like a new spreadsheet.”
Connect the workflow.Respect the controls around it.
Plan identity, authentication, access, and data handling alongside the connection so technical progress supports the organization’s requirements.
- Single sign-onAlign access with the organization’s IT and security requirements.
- AuthenticationChoose an appropriate connection pattern for the workflow.
- Access controlLimit connected experiences to the data and capabilities people need.
- Security reviewAddress technical, data-handling, and procurement questions directly.
- Trust evidenceUse Prokurio’s Trust Center for current assurance documentation.
“The right connection works for the workflow—and for the people responsible for protecting it.”
Connect what matters.Build from there.
Begin with the data exchange your team needs today. Add deeper APIs, automated workflows, and identity integration as the technical strategy develops.
APIs
Imports
Exports
Single sign-on
Portfolio data
Business hierarchy
Workflow outputs
MCP server
Design Your Prokurio Connection ›
MCP server
Questions about connecting with Prokurio APIs.
Does Prokurio replace our IP management or docketing system?
No. Prokurio is designed to complement the systems that already manage your matters and deadlines. Connect portfolio and matter information to add specialized IP financial forecasting, budgeting, and planning capabilities.
How can data move into and out of Prokurio?
Prokurio supports integration options that include APIs, imports, and exports. The right approach depends on your source systems, data model, workflow, and technical requirements.
Can we use our existing portfolio hierarchy?
Yes. Prokurio can work with organizational metadata from an IP management system, including structures such as business units, ranking / scoring, and product categories, so financial views can reflect the way your organization operates.
Can APIs help us avoid manual spreadsheet transfers?
Yes. APIs can connect repeatable data flows and downstream processes directly, reducing the need to export, reformat, and re-enter the same information by hand.
Does Prokurio support single sign-on?
Single sign-on is part of Prokurio’s integration and access offering. The implementation is planned with your IT and security requirements.
Do we need a large integration project to get started?
No. Organizations can start with a practical import or export workflow and expand into deeper connections as their data and technical strategy mature.
How are connected workflows secured?
Connection design considers authentication, access control, data handling, and organizational security requirements. Prokurio maintains SOC 2 Type II certification, and additional assurance information is available through our Trust Center.
How are APIs different from MCP Access?
APIs are designed for structured system-to-system integration and repeatable workflows. MCP Access brings selected Prokurio tools into compatible AI assistants and agent experiences. An organization may use either or both.