Next Gen Settings

Docket Fee Coverage compares your mapped lifecycle events against every country in your portfolio and shows you exactly what’s left to set up. In the top-left icon rail, click the…

Custom Fields let you add your own fields to patent and trademark portfolios. They appear as additional columns in the portfolio grid and are visible to everyone in your organization.…

If an annuity service provider, such as Dennemeyer or CPA Global, administers your patent annuities, this is where you record them. The details are saved with your provider configuration, and…

MCP Access is where you connect AI assistants and agents to Prokurio over MCP. Create a client for each system that should call your MCP tools, grant it only the…

Upload your docket export, and its activities and due dates will feed your prosecution projections. In the top-left icon rail, click the gear icon to open Settings. Click Integrations. Under…

Upload your IPMS portfolio file (Excel or CSV) and Prokurio will map the columns and import your matters. No docket file is needed. In the top-left icon rail, click the…

Team is where you invite teammates to your organization, change their role, or remove their access. In the top-left icon rail, click the gear icon to open Settings. Click Team.…

The Organization holds the org-wide defaults that apply to everyone in your firm. Only administrators can change these. In the top-left icon rail, click the gear icon to open Settings.…

If a renewal service provider, such as CPA Global or Dennemeyer, administers your trademark renewals, set them up here. This includes their per-event fee, what they cover, and their per-country…

Docket Activity Mapping links the activity names in your docket imports to the lifecycle events your projections price. Unmapped activities are skipped and reported as gaps, while routine entries like…

Settings is where you configure how Prokurio plans and prices your portfolio. From your individual profile to organization-wide fee defaults, everything is organized into one place so you can find…

PMS Renewal Data lets you plan trademark renewals straight from the data in your IPMS instead of Prokurio’s calculated renewal schedule. When this is on, the Maintenance tool dates each…

Support Tickets is where you create and track support tickets for your organization. In the top-left icon rail, click the gear icon to open Settings. Click Support Tickets. If you…

Account Usage shows how many forecasts your organization has run, by IP type, by user, and by country, over a selectable time window. In the top-left icon rail, click the…

Portfolio files usually arrive with a next maintenance date already filled in. Most of them agree with the date Prokurio projects from the matter’s own filing and grant dates. Data…

For each country where you have a foreign associate configured, in Firms & Fees you choose whose fees your planning tools should use. It’s a set-and-forget default that’s applied to…

The Timeline and Pricing tabs control when an organization fee applies and how it is priced. They sit alongside the Core and Filing & office tabs, which are covered in…

Field Labels is where you rename the portfolio fields shown for patents and trademarks. These names apply to everyone in your organization, so leave a box blank to keep the…

Integrations are where you connect your systems to Prokurio. Start by importing your IPMS portfolio to power planning and budgets. In the top-left icon rail, click the gear icon to…

Portfolio Hierarchy lets you set up the levels your portfolio is grouped by, like a Division holding Programs holding Product Families. You define the structure; your matters fill in the…

Your profile is where you manage your account details and how Prokurio looks for you. This is your personal setup, separate from organization-wide defaults, and it won’t change much day…

Abandonment Log shows every bulk abandonment run for your organization: who ran it, when, and how many matters it marked as Abandoned. Open a run to see the individual matters…

Client Portal lets your firm generate a password-protected link to a simplified, read-only view of a plan, budget, or forecast, so your clients can see their data without a Prokurio…

Prompt Library is where you’ll find ready-made prompts for each AI tool. Use one of Prokurio’s prompts as is, clone one to tweak it, or write your own from scratch.…