TrustRadius Insights
Customizability: Users appreciated the customizable nature of IPfolio (mentioned by 4 reviewers). They found it easy to customize fields …
Overview
What is IPfolio?
IPfolio is an end-to-end IP lifecycle management for corporate IP teams, from Clarivate.
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- About
- Integrations
- Competitors
- Tech Details
What is IPfolio?
IPfolio is an end-to-end IP Lifecycle Management Solution for corporate IP teams.
This cloud-based solution enables users to manage IP operations from a centralized hub. It provides access to connected tools and Clarivate data to support decisions. It is designed to eliminate time consuming manual tasks with automated capabilities that save time and effort.
Analytical Insights
- Access real-time decision support with embedded analytics.
- Improve analysis and collaboration with stakeholders through data visualizations.
- Create custom reports and dashboards.
- Leverage automated data verification and enrichment to help accuracy and auto-docketing.
- Automate reports, due date calculations, issue awards, task-based assignments.
- Meet changing requirements with flexible configuration options.
- IPfolio integrates with tools for enterprise legal management (ELM) and eSignature.
- Leveraging the Salesforce.com platform, IPfolio is configurable to meet the unique and changing needs of small and large IP portfolio sizes.
IPfolio Integrations
IPfolio Competitors
IPfolio Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
- Recommendations
Customizability: Users appreciated the customizable nature of IPfolio (mentioned by 4 reviewers). They found it easy to customize fields and workflow rules for other business purposes, making it flexible and adaptable. Additionally, they liked the ability to track multiple metrics through customizable reports.
Ease-of-use: Several users noted that IPFolio was very user-friendly (mentioned by 2 reviewers). The intuitive interface made it easy to use for any intellectual property need. The platform's cleverness also contributed to its ease-of-use.
Customer support: Users were impressed with IPfolio's customer service team (mentioned by 2 reviewers). They described them as knowledgeable and responsive, providing quick turnaround times for feature requests and bug fixes. Some users also appreciated the customizable communication flows, emails, and dashboards provided by the support staff.
Complicated to Use: Some users have found IPfolio to be complicated to use and understand all its features. They feel that the user interface needs improvement for better navigation, and some tasks require too many clicks to achieve certain desired results. The patented family management can also be somewhat unintuitive.
Bugs during Transition: Some reviewers reported encountering bugs in the system, especially during the transition from Classic to Lightning version. These issues affect the data transfer from other systems, and the auto-numbering for docket numbers and family numbers have not been implemented to some users' specifications even after three months.
Reports Difficulties: Running reports can be difficult and cumbersome for some users. Additionally, creating customized reports to export is not straightforward.
Users have made the following recommendations based on their experience with IPfolio:
- It is important to take time during the implementation phase to work through all aspects of the software. Changes and support may be limited after go-live, so ensuring a thorough setup from the start is crucial.
- Users recommend IPfolio specifically for medium-sized businesses that need to manage and track their intellectual property rights. It strikes a good balance between ease of use and customization options.
- Users appreciate IPfolio's clean user interface, which makes it easy to navigate and use the software effectively. They also commend the knowledgeable and responsive customer support team.
- IPfolio regularly updates its software and expands features through partnerships with other vendors, adding value to the user experience.