We know just how important it is for you to have immediate access to your intellectual property portfolio.
This isn’t simply a question of monitoring and enforcement, although both are, of course, business critical, particularly given the growing threat of infringement.
Nor is it just to enable you to manage your portfolio by making it easier to stay on top of renewal deadlines, maintenance fees, and the actions to maintain the validity and strength of your rights.
IP now plays a more strategic role in business than ever before. This means instant access to an up-to-the-minute view of your IP rights is even more crucial than ever before.
You need this information to make key strategic decisions about product development and market expansion, to progress and close licensing and partnership negotiations, and to accurately report on your business’s current value and financial health and accurately forecast your future performance.
For all these reasons and more, we know that if you are going to continue to identify, protect, exploit, and enforce your IP, you need comprehensive and immediate access to your IP portfolio. This is why we have invested heavily in developing a new, more dynamic, and more user-friendly online client portal.
Our new client portal has been designed to provide you with secure access to all the details within your IP portfolio. It will not only make it easier for you to manage and access the details behind your portfolio but also make it easier for us to communicate and collaborate as we look to find new ways to maximise the value of your innovation.
WHAT DOES YOUR CLIENT PORTAL PROVIDE?
From a practical perspective, the portal will deliver a range of benefits we trust will improve the way you work with your IP daily. You will immediately gain 24/7 access to your portfolio with improved transparency and efficiency, saving you time and enhancing your workflows.
When you enter the portal, you will arrive at your Client Dashboard. This provides an immediate view of:
- The status of all your open matters
- A summary of all registrations granted by year
- A summary of your rights by jurisdiction
- A portfolio overview
You can then access a more detailed view of your portfolio that includes:
- Instant access to all the details behind each matter
- Full trade marks, goods, and services details
- Trade mark images
- Design drawings
Within the portfolio view, you also have the flexibility to customise, filter, and export all your records, so you have what you need, in the format you need to use it most effectively. This includes:
- The ability to search your portfolio using your own internal references
- The ability to filter your rights and matters by status, geographical location, and IP type
- The ability to create your own groups using your own tagging system
- The ability to export any subset of your portfolio data (including trade mark images)
We are working hard to bring new functionality to the system in the very near future, including secure notes and document exchange, and will keep you up to date with developments as they become available.
However, if there is any additional functionality you feel would improve your user experience, please tell us, as we want you to get as much value as possible from this exciting new addition to the Potter Clarkson service.