Someone Say Patent Portfolio Cost Optimizations?

02032025Update

Our platform’s constant optimization ensures you get the most accurate patent portfolio cost estimates for your clients. This week, we made the portfolio refresh process more flexible and also rolled out the first version of our docket cost planner. 

In IP Forecaster, we’ve made managing forecasts that include an international preliminary exam easier. 

Let’s Take a Look!

Client Planner: Portfolio Refresh Cancellation

Patent Portfolio Cost RefreshCan

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.

Client Planner: Enhanced Docket Lifetime Options

Patent Portfolio Cost DocketHistory

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.

IP Forecaster: Improved Chapter II Functionality

Patent Portfolio Cost EUNatStage

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.

Like this kind of stuff?

We release product updates every weekend!

Check out all our 2025 updates here: 2025 Updates

Want to learn more about our IP cost planning tools?

Learn more here: Prokurio Cost Estimation Tools

Want to learn more about our IP budget planning tools?

Learn more here: IP budgeting tools

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