Prokurio Platform 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.

2024 Updates

January 28th Release

IP Forecaster: PCT Workflow Improvements

IP Forecaster trademark fees

We’ve introduced several subtle enhancements to our PCT forecasting process. We’ve cleaned up the request process to make selecting your receiving office and ISA easier. We now default to ePCT and have improved the look and feel of our forecast output. Stay tuned – a lot more PCT updates are coming throughout January and February!

January 28th Release

January 28th Release

Platform Update: Easier Associate Fee Customization

IP Forecaster fee linking

When linking custom fees to PTO fees, it was hard to find the right fee if a PTO had different fees for entity size and transmission time (like the US). Now, we give you all the information you could ask for – making it easy to link your custom fee to a PTO fee.

January 28th Release

January 28th Release

IP Forecaster: Client-specific Fees in Trademark Forecasts

IP Forecaster PCT

Late last year, we added the ability to have client-specific fees in patent forecasts. We have now brought the same functionality to trademarks, allowing you to configure client-specific fees, discounts, and even client-specific associates.

January 28th Release

January 21st Release

IP Forecaster: Anonymize Law Firm Fees

IP Forecaster

There are times when you want to see which associate was used in a forecast and times when you don’t (like when you send it to a client). You could manually remove the associate names, but that would suck, so we’ve added an Anonymizer to our export. With one click, your exports are scrubbed clean.

January 21st Release

January 21st Release

IP Forecaster: Associate Claim Cost Customization

IP Forecaster

Many international associates charge additional fees based on the number of claims. This week, we’ve made adding and configuring claims-based fees easy. Simply click “Claims-based pricing,” and you can configure the cost for additional sets of claims.

January 21st Release

January 21st Release

Strategic Planner: New Chart in the Library

IP Forecaster

We have added another chart to the library! This latest chart allows you to stack costs by year. You can easily change time periods and add or remove filters to restrict your portfolio items as needed.

January 21st Release

January 21st Release

IP Forecaster: Improved Forecast Output

IP Forecaster

After several “improvements,” our results screen had become a bit of a hot mess. So, we took some time to clean things up. We no longer repeat the currency code a million times and have added subtotals, better column alignment, and a summary of the application details. Bellissima!

January 21st Release

January 14th Release

IP Forecaster: Improved PCT Flexibility

IP Forecaster

You can now set default offices for processing your international applications and customize them as needed when doing a forecast. Want to get a forecast for the US as the receiving office and Korea as the International Search Authority? Now you can!

January 14th Release

January 14th Release

Strategic Planner: New Data Table View

IP Forecaster

Charts are nice, but sometimes you just need the data. This week, we added a table view of costs to our planner page. In February, we will be adding spreadsheet functionality to the planner, making it easy to visualize your data in an MS Excel-like format.

January 14th Release

January 14th Release

General: Consolidated Translation Cost Setup

We’ve completed the move of all custom translation costs into the custom fee sidebar menu. Everything you need to customize your translation costs is now in one spot – no more scavenger hunt to configure translation costs!

January 14th Release

January 7th Release

IP Forecaster: Translation Optimizer

IP Forecaster

We now make it easy to evaluate your translation costs and vendor options before running your forecast. Simply select from your list of translation vendors or associates when translations are needed to preview your costs. Once you’ve chosen, create your forecast, and the costs will be included.

January 7th Release

January 7th Release

Strategic Planner: Improved Filtering

IP Forecaster

We are making it easier to fine-tune your portfolio plans. You can now configure your cost plan to show anywhere from 1 year to 20 years’ worth of costs, and you can filter on products. Several additional filters will be added to this feature over the next several weeks.

January 7th Release

January 7th Release

Strategic Planner: Save and Reuse Plans

IP Forecaster

Now that our Strategic Planner functionality is up and running, it’s important to be able to save and share plans. We get things started this week by adding the ability to save and reuse your plans. Simply give your plan a name, save it and you can use it as the basis for unlimited additional planning exercises.

January 7th Release

January Product Updates

February 25th Release

IP Forecaster: More Home Page Control

IP Forecaster

We’re making it easier to manage forecasts right from your home page. In addition to editing and re-running forecasts, you can now delete forecasts right from your home screen. Buh Bye unwanted forecast!

February 25th Release

February 25th Release

IP Forecaster: Improved Real Time Chat

IP Forecaster

We’ve introduced an easier-to-use chat feature – that is also less annoying than the previous one. Chat with us during normal US business hours, or leave us a message and we’ll get back to you. Operators are standing by.

February 25th Release

February 25th Release

IP Forecaster: Link Law Firm Fees to Multiple PTO Fees

IP Forecaster

A long time ago, in a land far away, we added the ability to link a law firm fee to a PTO fee so that they appeared together on a forecast. That worked great until clients needed to link a single fee to small, large, and micro-entity USPTO fees. Now, you can connect a single law firm fee to as many PTO fees as you would like, and everything shows up in the right place at the right time.

February 25th Release

February 18th Release

IP Forecaster: New PCT National Phase Forecast Wizard

IP Forecaster

There are some specific types of forecasts that users create regularly, like national phase estimates. We are starting to create dedicated workflows tailored specifically to these requirements – our National Phase Wizard is the first of several. Set your target national phase entry date, select your countries, enter some application details and you are good to go. Fast!

February 18th Release

February 18th Release

IP Forecaster: Improved Fee Configuration Screens

IP Forecaster

Last week, we cleaned up the forecast request screen, this week, we’ve cleaned up the fee configuration screen. Less frequently used fields are hidden under the advanced section and commonly used fields are quickly accessed at the top of the form.

 

February 18th Release

February 18th Release

IP Forecaster: Receiving Office and ISA combinations

IP Forecaster

If you do PCT forecasts, you know that your international search authority is tied to your receiving office. Until this release, you were responsible for entering valid combinations of receiving office and ISA. Now, we keep track of all of that. Enter your receiving office and we will make sure you don’t select Burundi as your ISA.

February 18th Release

February 11th Release

IP Forecaster: Improved Forecast Request Interface

IP Forecaster request

We’ve added a lot of features to IP Forecaster over the last couple of months, so the screens were getting to be a hot mess. No more! We’ve introduced a new interface with tabs for less frequently used, but important features. Now, application details are immediately available and optional fees are just a click away.

February 11th Release

February 11th Release

IP Forecaster Update: Simplified Priority Workflow

IP Forecaster Priority

We added the ability to manage law firm fees for multiple priorities in November, but, as we’ve used it over the last couple of months, we’ve come to hate the way we implemented it. So, we made it 100% more awesome this week. You now have one spot to enter your number of priorities and it will pull together all your associate and PTO costs. Simple. Clean. Done.

February 11th Release

February 11th Release

IP Forecaster: New PCT Receiving Office/Translation Capabilities

IP Forecaster Translation

We now track the languages the various receiving offices allow and monitor your application language to automatically launch the translation optimizer when needed. You can then select your preferred translation source and Prokurio automatically calculates all of the associate and translation costs.

February 11th Release

February 4th Release

Platform Update: Improved Fee Schedule Management

IP Forecaster

We’re making it easier to keep track of your associate/firm fee schedules. You can now track the date you receive or update your fee schedules. Soon, you will also be able to access this data when creating forecasts or processing invoices – ensuring you aren’t using old fee schedules.

February 4th Release

February 4th Release

IP Forecaster Update: Improved Application Transmission Options

IP Forecaster

We’ve made it easier to deal with complex scenarios where you have a mixture of transmission methods. Now, you can easily forecast costs with one transmission method for your international application, and another for your national phase applications.

February 4th Release

February 4th Release

IP Forecaster: Dynamic fees

IP Forecaster

This new feature makes it easy to add ad hoc costs to your forecasts. Want to add a one-time special fee for a forecast? Simply select the cost category, enter a cost and the country to apply it to and you can add any fee to your forecast.

February 4th Release

February Product Updates

March 31st Release

Planner Workbench: New Current Year View and Pre-filtering

IP Forecaster

We’ve made a lot of updates this week to our planner workbench. If you are an attorney in a firm, you will only see your clients when you log in. We’ve also improved the current year view for firms and companies – get a detailed monthly preview of projected spend broken out by all cost categories.

March 31st Release

March 31st Release

IP Forecaster: Improved Fee Schedule Management

IP Forecaster

We’ve made the user interface much more efficient for managing large groups of fees. Filters are now saved, so you always return to where you started, and saving a fee doesn’t take you back to the beginning. Based on informal testing it is about 1 billion times faster.

March 31st Release

March 31st Release

IP Forecaster: Preview the Impact of Upcoming PTO Fee Updates

IP Forecaster

With the EP fee increase taking effect in April, we thought it would be cool to be able to see how the new fees will impact forecasts. Now you can set your application date to a date in the future and the system will use the fees in effect at the time of your projected application date.

March 31st Release

March 24th Release

Sneak Peek: Client Planner and Strategic Planner

IP Forecaster

In April, firms are going to be able to easily help their clients align portfolio activities with their financial goals. Then, in June, companies will have access to a new set of portfolio tools that speed complex financial decisions. Import data from any IPMS, integrate your fee schedules and costs. Add assumptions to historical data and plan future growth. Mike drop.

March 24th Release

March 24th Release

IP Forecaster Update: EPC Maintenance Improvements

IP Forecaster

This week, we’ve taken the time to make our EPC and Unitary maintenance fee handling more robust. You can now adjust your average time to grant for your EP application and everything adjusts automatically from your EP application through to your validation/extension states.

March 24th Release

March 24th Release

IP Forecaster: Improved Translation Flexibility

IP Forecaster

We’ve made it easier to incorporate costs from translation vendors into your forecasts. Simply set up the costs for a vendor and access them within the translation optimizer. Compare cost estimates between your vendors and firms and pick the right option for your client.

March 24th Release

March 17th Release

IP Forecaster: Improved EP/Unitary User Interface

IP Forecaster

When you selected the Unitary route, we didn’t provide any visual clue to show you which jurisdictions were selected, until you got to the forecast results. With this update, when you select the Unitary route, we show all the included countries in a dedicated Unitary section – making it easier to know what you are getting in your forecast.

March 17th Release

March 17th Release

IP Forecaster

Until now, if you wanted to set up law firm fees for payment of designation fees or Unitary Opt-in or Opt-out, they had to be created as optional fees that are selected when doing a forecast. We’ve now added the ability to automate these fees, allowing you to create a law firm fee that only applies if the Unitary route or Traditional routes are selected – or if both are selected.

March 17th Release

March 17th Release

IP Forecaster: Route Finder Export

IP Forecaster

When you do a forecast and use Route Finder to look at different cost options, it would be helpful to be able to print or save the results. With this update, you can export the results to PDF – making sharing a whole lot easier!

March 17th Release

March 10th Release

IP Forecaster: Global Fee Improvements

IP Forecaster

Sometimes you want a global fee to not be quite so global – like when you only charge a fee if an international associate performs a service. Now, you can set up a global fee and add a condition that doesn’t include the fee if there isn’t an applicable associate fee in the forecast.

March 10th Release

March 10th Release

IP Forecaster: New Default Associate Capability

IP Forecaster

Even if you have multiple associates in a jurisdiction, you probably have a preferred associate that you use under normal circumstances. We now give you the ability to set your default associate for a jurisdiction. Select Colombia and automatically get your preferred associate. The best part? If you have specific associates connected to clients, those will still be used when you do a forecast for that client.

March 10th Release

March 10th Release

IP Forecaster: Output Screen Improvements

IP Forecaster

We’ve cleaned up the Forecast output screen and have updated the headings to be more meaningful. We’ve also added more detail to the summary at the bottom of the screen.

March 10th Release

March 3rd Release

IP Forecaster: New Forecast APIs

IP Forecaster

Want to launch IP Forecaster within your platform and access forecasts that your users have created? Now you can! With our newest API, your users can launch Prokurio from within your application and create or access saved forecasts from matters (or any interface you want). Our API also handles authentication, so no secondary login is needed. Easy. Seamless.

March 3rd Release

March 3rd Release

IP Forecaster: New Fee API for Vendors

IP Forecaster

Prokurio fees are starting to power the IP financial capabilities in several applications, so we’ve developed an API that makes it easier for vendors to retrieve the latest fees whenever needed. This makes it easy to automate the process of regular fee refreshes.

March 3rd Release

March 3rd Release

IP Forecaster: Translation Improvements

IP Forecaster

We’ve cleaned up the Forecast request screen and given Translation Optimizer its own tab. We’re also improving access to critical cost details, and now show the cost per word on the forecast output.

March 3rd Release

March Product Updates

April 28th Release

IP Forecaster: Improved Save and Duplicate Workflow

IP Forecaster

Before this release, when you would save or duplicate a forecast, you would be taken to the list view – which was a hassle. Now, when you save or duplicate, we take you to the edit screen for your current or duplicated forecast. Much more efficient!

April 28th Release

April 28th Release

Client Planner: Edit and Delete Custom Filing Plans

IP Forecaster

We added the ability to create new filing plans last week, this week we give you the ability to edit and delete custom plans. Simply hover over the pill you want to modify and you can click on the pencil to edit or trashcan to delete. The controls automatically hide when not in use.

April 28th Release

April 28th Release

IP Forecaster: Improved Messaging For Translation Cost Sharing

IP Forecaster

With this release, when sharing translation costs, we make it easier to know which countries are sharing translation costs, and which associate is providing the translation.

April 28th Release

April 21st Release

IP Forecaster: Translation Improvements

IP Forecaster

With this release, we’ve made it easier to compare translation costs across vendors, and also now give you the flexiblity to specify the number of pages for translation, or the number of words. The foreign firm screen is also simpler, making it easy to choose the desired associate for translation.

April 21st Release

April 21st Release

Client Planner: Foundation IP Import

Prokurio Roadmap

We’ve updated our import functionality to make it easy for Foundation IP clients to import data into Client and Strategic Planner. Additional imports will be rolled out over the coming weeks, with the goal of supporting all major IPMSs.

April 21st Release

April 21st Release

IP Forecaster: Simplified Custom Fee Setup

IP Forecaster

With this release, we’ve made it easier to configure often overlooked fee settings, like timeline position. When you setup a custom fee, Prokurio now evaluates your fee and automatically places it at the right location on the timeline.

April 21st Release

April 14th Release

Planner Workbench: User Interface Updates

IP Forecaster

Based on feedback from our testing community, we’ve organized the filters and other cards within the planner workbench into tabs. Within annual views, we’ve also shifted to show data quarterly rather than on a month-to-month basis, making it easier to line up with budgeting processes.

April 14th Release

April 14th Release

IP Forecaster: Private and Shared Forecasts

IP Forecaster

Until now, all forecasts were automatically visible to all users within a firm or company. With this update, forecasts are private by default. If you want to share your forecast, you can click “Firm Visible” or “Company Visible” to share.

April 14th Release

April 14th Release

IP Forecaster: Improved Export Functionality

IP Forecaster

Choice is always a good thing, so we now give you two themes to pick from when exporting your forecasts. We now have a Mono theme, which is black and white, and a Bright theme, which is colorful. We have also added additional detail to exports, like the 30 and 31 month deadline for national stage entry countries.

April 14th Release

April 7th Release

Planner Workbench: Add Projected New Filings to Plan

IP Forecaster

When putting together a budget, it’s important to account for future activity. We took a baby step in that direction with our planner technology, allowing you to replicate what was done in the prior year. Next week, we make it interactive so that you can fine-tune your strategy even further!

April 7th Release

April 7th Release

IP Forecaster: Fee Customization Improvements

IP Forecaster

We’ve improved our fee customization interface, making the editing workflow easier, adding the ability to save without exiting, as well as copying in the related PTO fees when you import standard fees. We also have added a duplicate function and we save your position when you are using a filtered list – making the entry of fees much quicker!

April 7th Release

April 7th Release

IP Forecaster: Improved Translation Workflow

IP ForecasterIt was a bit of a hassle to manage translation providers and firms using the translation optimizer tab and foreign firm tab. We’ve made that a lot easier now. The translation optimizer tab allows you to easily see all of your translation options and costs, selection of firm and translation source is done on the Foreign Firm tab. Much simpler!

April 7th Release

April Product Updates

May 26th Release

IP Cost Estimation: Client-Specific Filing Plans

ip cost estimation

You can now create custom filing plans for your clients! This new feature makes it easy to configure and use client-specific plans in financial forecasts.

May 26th Release

May 26th Release

Client Planner: Docket File Import

docket file import

Your IP Management system will have your clients’ most current prosecution details, so we’ve made it possible to import your completed and upcoming docket details. Client Planner automatically connects costs with docket due dates to improve plan accuracy. 

May 26th Release

May 26th Release

IP Cost Estimation: Automated Client Creation

automated client creation

We want you to be able to get up and running quickly, so, Client Planner can now scan for new clients and automatically create them.

May 26th Release

May 19th Release

IP Cost Forecasting: Client Management Improvements

IP Cost Estimation Client Management

To prepare for Client Planner, we are revamping our Client Management features. This week, we moved Client Management to the sidebar to simplify things and added the ability to specify entity status and fiscal year per client.

May 19th Release

May 19th Release

Client Planner: Detailed Export

client planner detailed export

Now, it is easy to produce a detailed Excel file with each upcoming task and cost in a client’s portfolio. If you have created a multi-year plan, each year will be on its own tab. Easily view all fees by family and by quarter.

May 19th Release

May 19th Release

Client Planner: Duration Slider Improvements

client planner duration slider

We’ve improved the duration slider so that it is available on all tabs, and you an adjust the beginning and end dates. This will make it easy to create plans for exactly the time period your client wants.

May 19th Release

May 19th Release

IP Cost Forecasting: (More) Country Fee Screen Cleanup

IP Cost Estimation Country Screen

Last week, we started cleaning up the country screen and the effort continued this week. We now give you the ability to filter out fees based on entity size and transmission type, reducing the list of fees to a manageable size.

May 19th Release

May 12th Release

IP Cost Forecasting: Country Fee Screen Cleanup

IP Cost Estimation Country Screen

Our Country Fee screen needed some updates to stay current with the rest of the site, so we took care of that this week. We now show the filing routes to make it easier to find the right fee, and we automatically calculate a default claims value.

May 12th Release

May 12th Release

Client Planner: Country-Specific Filing Strategies

client planner filing plan setup

This week, we improved the custom filing plan screen (a lot). You can specify a country or countries as part of your filing plan, and limit the plan to a specific client.

May 12th Release

May 12th Release

IP Cost Forecasting: Smarter Translations

IP Forecaster Translations

When doing translations, we now check to see if a full translation is being done before estimating translation costs for parts of an application (like claims). This eliminates potential duplicate translation costs.

May 12th Release

May 5th Release

IP Cost Forecasting: Madrid Protocol Forecasts

IP Forecast Madrid Protocol

This week, we added forecasting support for Madrid Protocol costs, including application, subsequent designation and renewal costs. Since the Madrid system works in Swiss Francs, we have a handy side-by-side comparison currency comparison tool to show you what your costs will be in your currency.

May 5th Release

May 5th Release

Client Planner: Client-specific filing strategies

client planner updates

It’s not unusual for law firm clients to have unique filing strategies, requirements and cost structures. This week, we’ve connected Client Planner to our Client Fee customization engine to allow you to create client-specific fees that will appear in IP Forecaster, Client Planner, or both.

May 5th Release

May 5th Release

IP Cost Forecasting: Improved Cost Filtering

New Forecast Filters

With this release, you can easily exclude your original application from your forecast costs. Simply slide the “Include Initial Application” toggle to off, and you will only see costs for your subsequent filings.

May 5th Release

June 2nd Release

IP Forecaster: Attorney-Specific Fees

IP cost estimation attorney-specific fees

With this feature, we’ve made it easy to create attorney-specific fees and incorporate them into your forecasts. The first version of this feature supports fixed fee arrangements, hourly rate support is coming in July.

June 2nd Release

June 2nd Release

IP Forecaster: New Forecast-Only Role

IP cost estimation forecast only role

Our new “Forecast-Only” role allows you to restrict your users’ access to the bare minimum features. Users within this role only have access to forecasting tools – no fees or setup utilities.

June 2nd Release

June 2nd Release

IP Forecaster: Simplified Forecast Defaults

IP cost estimation - simplified forecast setup

Setting up the default settings for forecasts was a bit of a hassle, so we have created a dedicated page for forecast defaults. Now, you just have one place to go to look for standard forecast settings.

June 2nd Release

May Product Updates

June 9th Release

IP Cost Estimation: Improved Madrid Searching

ip estimator madrid searching

We’ve improved the searching for Madrid forecasts, giving you the same search capabilities found with patent and trademark forecasts.

June 9th Release

June 9th Release

IP Cost Estimation: Configurable Phase Defaults

ip estimator phase setup

Each user can now configure the phases that are automatically included in forecasts.

June 9th Release

June 9th Release

IP Cost Estimation: Configurable Office Action Timeline

IP Cost Estimation

You now have complete control over the timeline for office action-related costs, including how many, the start date, and the interval between office actions.

June 9th Release

June 2nd Release

IP Cost Estimation: Attorney-Specific Fees

IP cost estimation attorney-specific fees

With this feature, we’ve made it easy to create attorney-specific fees and incorporate them into your forecasts. The first version of this feature supports fixed fee arrangements, hourly rate support is coming in July.

June 2nd Release

June 2nd Release

IP Cost Estimation: New Forecast-Only Role

IP cost estimation forecast only role

Our new “Forecast-Only” role allows you to restrict your users’ access to the bare minimum features. Users within this role only have access to forecasting tools – no fees or setup utilities.

June 2nd Release

June 2nd Release

IP Cost Estimation: Simplified Forecast Defaults

IP cost estimation - simplified forecast setup

Setting up the default settings for forecasts was a bit of a hassle, so we have created a dedicated page for forecast defaults. Now, you just have one place to go to look for standard forecast settings.

June 2nd Release

June Product Updates

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