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Prokurio 2025 Site 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.

2025 Updates

January 27th Release

IP Forecaster: Sequence Listings for Patent Forecasts

Patent Portfolio Forecasting SeqListing

Sequence listings are a lot easier to manage now. All sequence listing-related fields are in an easy-to-find tab, and you initiate the process by flipping the “Include Sequence Listings” toggle. 
January 27th Release

January 27th Release

Planner IQ: Filing Policy Enhancements

Patent Portfolio Forecasting FilingPolicy

We’ve made filing policy management easier, allowing you to set default policies for your organization or create detailed policies at the business unit, technology and rating level.  
January 27th Release

January 27th Release

Client Planner: Docket Timeline View

Patent Portfolio Forecasting DockTimView

In Client Planner, we are making it easy to get all of the context behind your docket activity to enable you to quickly see where the matter is in its overall timeline and what the upcoming costs will likely be. 
January 27th Release

January 20th Release

Client Planner: Docket Planning Sequence Enhancements

Trademark Cost Estimates PADocketSeq

We’ve made the Docket Sequence setup more flexible, allowing you to create multiple paths for docket cost calculations. You’ll have access to all possible paths in the docket planner wizard, making it easy to fine-tune your docket cost projections. 
January 20th Release

January 20th Release

IP Forecaster: Anonymize Law Firm Fees in Trademark Exports

Trademark Cost Estimates AnonLawFirms

Our trademark cost estimator now has the same capability to anonymize law firm fees as patents.  When you export to PDF, Word, or Excel, toggling the anonymize switch on will replace your foreign associate name with a generic description of “Foreign Firm Fee.”
January 20th Release

January 20th Release

IP Forecaster: US Trademark Forecasting Updates

Trademark Cost Estimates TEAS NewFees

The USPTO updates last week required several changes to trademark forecasting. We’ve removed the TEAS transmission method option and default to electronic now. The USPTO also added several new fees, which can be accessed in a new US-specific section in the upper right section of the screen. 
January 20th Release

January 13th Release

Client Planner: Enhanced Portfolio Refresh Progress Bar

Patent Cost Estimation RefreshProBar

Post-upload of your portfolio, refreshing your plan had you guessing what the system was doing in the background or if it was even working at all.

Refreshing your forecast plan now provides real-time feedback as Prokurio analyzes the costs of your patents.
January 13th Release

January 13th Release

Client Planner: International Excel Date Format Support

Patent Cost Estimation IntlDates

Previously Client Planner only supported the US date format, we couldn’t let that stand!

Now when you upload your portfolio, it accepts all date formats supported by Excel.  No need to adjust your IPMS exports before uploading.
January 13th Release

January 13th Release

IP Forecaster: Private/Shareable Country Groups

Patent Cost Estimation shared country groups

We’ve further enhanced country groups for your patent cost estimations by allowing the creation of private groups only you can see and/or shared groups for all your Prokurio users.
January 13th Release

January 6th Release

Client Planner: Enhanced Portfolio Import

Patent cost planning PortImport

Uploading a portfolio and mapping the correct fields can sometimes be challenging when planning patent costs using Client Planner. 

We’ve enhanced the mapping screen so it’s easy to know what is in your Excel file and what Prokurio expects.  Additionally, we’ve added an Import Samples column to show you example data from your spreadsheet.
January 6th Release

January 6th Release

IP Forecaster: Filing Routes for Service Charges

Patent cost planning FRServiceCharge

Previously, any service charges you added would apply to all filing routes. We’ve now added a filing routes dropdown so you can choose which filing route(s) apply to the charge. 

For example, now you can have one service charge for direct filings and another for national or regional filings.
January 6th Release

January 6th Release

IP Forecaster: New Client Country Groups

Patent cost planning clientcountrygroup

To simplify patent cost planning, we’ve added a client dropdown to country groups, allowing you to create client-specific country groups for use when doing client forecasts. 
January 6th Release

January Product Updates

February 24th Release

IP Forecaster: Sequence Listing Improvements

Patent Cost Planning FirmSeq

We introduced our new sequence listing tab a couple of weeks ago, but the feature required you to jump through some manual hoops. Now, we’ve automated nearly everything, so associates with sequence listing fees are automatically included in your forecast. 
February 24th Release

February 24th Release

Prokurio Platform: Country Filing Type Defaults

Patent Cost Planning FTDef

Across the Prokurio platform, patent filing type is used to distinguish between different types of patents in a jurisdiction. With this update, the docket sequence screen now defaults to the predominant filing type for a jurisdiction. 
February 24th Release

February 24th Release

Client Planner: Automatic Smart Docket Sequencing

Patent Cost Planning DocSeq

With so many moving parts in patent cost-planning, we’re working to take the guesswork out of the mix.  Now, when you upload a docket file into Client Planner, we read the countries and tasks and automatically create the docket sequences for each country saving you time and providing more accurate budgets.
February 24th Release

February 17th Release

Client Planner: New Docket Timeline Options

Patent Financial Planning GrantPro

With this latest update, you can transition seamlessly from projecting prosecution costs to projecting your allowance and maintenance costs. You also have full control over the timing, enabling you to adjust timelines as needed. 
February 17th Release

February 17th Release

Client Planner: New Docket Planning Tools

Patent Financial Planning DocSeq

To make it easier to select, defer, or review docket cost details, we’ve added several new features to our cost timeline widget. Easily see the full docket cost history for a matter and explore “what-if” scenarios for the future.  
February 17th Release

February 17th Release

Client Planner: Improved Pruning Flexibility

Pruning

We’ve optimized pruning decisions in Client Planner to make your patent financial planning easier.  A new timeline slider at the top of the page makes it much easier to select the exact timeframe you want to evaluate for pruning. 
February 17th Release

February 11th Release

Client Planner: Simplified Docket Planner

Patent Filing Fees DocSheet

Client Planner docket planning has been simplified for ease of use. Toggles for “Most Recent” and “Projected” activities allow quick filtered views of your data. Additionally, you can view a matter’s docket history and projected costs by clicking on the clock icon in the cost timeline column. 
February 11th Release

February 11th Release

IP Forecaster: Optimized Firm Fee Search & Filtering

Patent Filing Fees SearchFilter

For our customers with a large library of foreign associate firms/fees, it was a challenge to filter the long list and make updates.  Filtering by name or country now holds your filter as you make updates, allowing you to quickly update multiple firm fees in one country.
February 11th Release

February 11th Release

IP Forecaster: View & Download Applications

patent cost forecasting improvements

We’ve got a new patent cost forecasting feature that we think you’ll love! We now download the application PDF when you use the retrieve button to get the application details. Just click View Publication to see the PDF file. 
February 11th Release

February 3rd Release

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.
February 3rd Release

February 3rd Release

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.
February 3rd Release

February 3rd Release

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.
February 3rd Release

February Product Updates

March 31st Release

IP Forecaster: Enhanced Publication Data Retrieval

Patent Forecasting PubData

Lately, we’ve encountered PTO documents that only contained images, making it impossible to extract the text. We’ve enhanced our algorithm to instantly detect and ocr these PDFs in real-time to ensure that you get accurate word counts for your forecasts.
March 31st Release

March 31st Release

IP Forecaster: New Office Location-Based Fees

Patent Forecasting OffLoc

As more and more large firms have joined the Prokurio family, the need to handle different fees for different offices around the world quickly became apparent.  This update allows for easy location setup, user location assignments and fees for each location to be used when patent forecasting.
March 31st Release

March 31st Release

Client Planner: Filing Policies for Law Firms

Patent Forecasting FilePol

Law firms can now set up filing policies to automate the decision-making process in Client Planner. Quickly access common client filing patterns and completely automate the budget creation process.
March 31st Release

March 24th Release

Client Planner: More Detailed Application Planning

IP Budget Planning NewAppsPlan

Previously, new applications added to Client Planner were grouped into a single row displaying the overall total cost. Client feedback prompted us to change these to individual matters for a clearer picture of the costs for each new application.
March 24th Release

March 24th Release

IP Forecaster: Enhanced Country Group Options

IP Budget Planning CGroups

In addition to having client-specific country groups and private and organization-wide groups, you can also create generic groups that are visible/available in all forecast types for increased flexibility.
March 24th Release

March 24th Release

IP Forecaster: New Administrative Dashboards

IP Budget Planning ADashboards

New Admin dashboards allow you to track your users’ forecast types, jurisdictions, usage, and totals, as well as customize and save your layouts.
March 24th Release

March 17th Release

Client Planner: Expanded “What if” Planning

IP Cost Estimation NatStage2

As you make decisions in Client Planner, we now play things forward so that you can explore different cost strategies throughout the life of your matter. Easily adjust strategies along the way with “virtual matters” that let you model and evaluate the impacts of your decisions. 
March 17th Release

March 17th Release

IP Forecaster: Improved Forecast Results for VAT Costs

IP Cost Estimation VAT2

We’ve made VAT handling more intuitive than ever.  If you select a country where it doesn’t apply, then we automagically default VAT to off.  Additionally, we no longer default to the detailed view, so the results screen is much less cluttered. 
March 17th Release

March 17th Release

IP Forecaster: New Priority Costs for Madrid Filings

IP Cost Estimation Pri Madrid

You can now add priority costs to your Madrid forecasts, aligning with functionality found in our patent and national trademark forecasting products. 
March 17th Release

March 10th Release

IP Forecaster: VAT Service Charge Flexibility

IP Cost Forecasting VATServiceChg

With this update, we’ve made adding or ignoring VAT on service charges easier. Since most of our clients are US-based, we’ve defaulted to VAT not applicable. 
March 10th Release

March 10th Release

IP Forecaster: New Trademark Translation Costs

IP Cost Forecasting TMTranslation

We’ve expanded translation costs into Trademarks! Now if you select a country that requires translation, you can enter the number of pages or words for translation and those costs are included in your results (including VAT where applicable).
March 10th Release

March 10th Release

IP Forecaster: Simplified EP Validation costs

IP Cost Forecasting EPValFirm

We’ve made it much easier for you to use your EP firm’s validation costs. We’ve added a toggle that makes it easy to use your EP firms validation costs, eliminating the need to select the firm in all the validation countries. 
March 10th Release

March 3rd Release

Prokurio Platform: System and Organization Controls (SOC2) Compliance

IP Budgeting - ProkurioSOCIIImage

The Prokurio platform has been designed from the ground up to be secure.  We’ve decided it’s time to make it official and obtain a certified SOC2 security certificate.  We’ve partnered with Auditlytics to assist us throughout the certification/compliance process. 
March 3rd Release

March 3rd Release

IP Forecaster: New All-Inclusive Fee Support

IP Budgeting AllIncFee

Before this release, we really didn’t have a way to handle fee schedules that combined PTO and professional services fees. With this update, you can say that a fee is all-inclusive and the system will remove all associated PTO fees. 
March 3rd Release

March 3rd Release

IP Forecaster: Enhanced VAT Handling

IP Budgeting VAT2

We’ve made it much easier to include or exclude VAT costs in your forecasts, and you can now see a summary or detailed view with VAT costs for every line item. 
March 3rd Release

March Product Updates

April 21st Release

IP Forecaster: Support for Attorney Specific Service Charges

Screenshot 2025 04 21 at 75330 PM

We’ve extended our support for attorney-specific fees to include service charges. Now, you can select a responsible attorney, and their preferred foreign service charges will be included in your forecast.
April 21st Release

April 21st Release

IP Forecaster: Optimized Trademark Translation Costs

trademark cost forecasting TMTrans

When Trademark cost forecasting, you only want to see fields when they’re necessary.  Now, translation fields are smarter and only show when a jurisdiction is selected that requires translation.
April 21st Release

April 21st Release

IP Forecaster: More Flexible Trademark Service Charge Options

Screenshot 2025 04 21 at 75316 PM

Our initial approach to service charges for trademark cost forecasting was one fee per task.  In this update, we now support base service charges along with additional fees when multiple class/goods costs are required. 
April 21st Release

April 14th Release

IP Forecaster: New Admin Dashboard Filtering

patent and trademark forecasting ADash

The new admin dashboard launched 3 weeks ago, and we’re already enhancing it for your patent and trademark forecasting metrics. You can now filter out specific user accounts and select custom date ranges for instant viewing.
April 14th Release

April 14th Release

IP Forecaster: Simplified Trademark Forecast Screen

patent and trademark forecasting TMLO

Since we already have a dedicated button and screen for Madrid forecasts, a filing route field on the form no longer made sense, so we ditched it and refreshed the layout to make data entry easier to navigate.
April 14th Release

April 14th Release

IP Forecaster: Easier Validation Setup

patent and trademark forecasting EPVal

It’s no longer necessary to select a firm for each of your validation countries. We now default to using your EP firm’s fees for validation countries and will utilize Prokurio’s average fees if your EP firm hasn’t provided you with their validation fees.
April 14th Release

April 7th Release

IP Forecaster: Improved ARIPO Trademark Fee Calculations

IP Cost Estimating ARIPOFees

In addition to calculating fees based on the number of ARIPO designations and classes, we now also calculate the extra fees due when your goods and services exceed 50 characters.
April 7th Release

April 7th Release

IP Forecaster: Simplified Optional Fees for Designs

IP Cost Estimating OPDesignFees

Selecting optional fees for design forecasts was somewhat painful, so we streamlined the user interface and eliminated duplicate fees. No more guessing about which fee you need to select!
April 7th Release

April 7th Release

Client Planner: Enhanced “What If” Modeling

IP Cost Estimation RegionalPh

With this new feature, you can not only see the impacts of your filing decisions but also model the impacts of future decisions resulting from them. No more guessing about the long-term cost impacts of your IP strategies!
April 7th Release

April Product Updates

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