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- Cost Forecasting for IP Firms
- Planning and Budgeting for IP Owners
- Invoice & Spend Control
IP Financial Solutions For Firms
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IP Forecaster
Basic Edition
$8,000year
- Unlimited users, unlimited forecasts
- Customizable client and associate fees
- Support for patents and trademarks
- No IPMS needed
- Free PracticeLink integration
- Free upload of 10 associate fee schedules
Quickly forecast filing costs for new international, regional and national applications
IP Forecaster
Client Planner Edition
$14,000year
- Everything in the Basic Edition, plus:
- Graphical client cost planner
- Flexible client filing plans
- Configurable IPMS import
- Spreadsheet and graphical options
- Detailed MS Excel exports
Develop budgets for your clients based on their portfolio and filing plans
IP Financial Planning and Analysis For IP Owners
Strategic Planner
Portfolio Edition
$15,000year
- Up to 3,000 matters
- "What if" IP financial modeler
- Works with any IPMS data
- Free upload of 10 associate fee schedules
- Shareable, configurable dashboards
- Detailed MS Excel exports
Strategic Planner
Global Edition
$25,000year
- Everything in Portfolio Planner
- Unlimited matters
- Unlimited business units
- AI-assisted planning engine
- 10 additional associate fee schedules (20 )
- Dedicated account manager
Strategic Planner
Enterprise Edition
$50,000year
- Everything in Strategic Planner
- M&A Budgeting Module
- Salesforce integration module
- Competitive Monitoring Module
- API integration toolkit
- Invoice control integration
IP Invoice Control
Basic Control
Annuity/Renewal Invoice Control Unlimited Annual IP Spend
$20,000year
- Unlimited automated invoice reviews
- Support for all file formats
- Support for patents and trademarks
- Live currency updates
- International database of fees
Perfect for IP owners focused on controlling maintenance costs
Full Control
IP Invoice Control For Companies With Up to 20M in Annual IP Spend
$50,000year
- Everything in Basic Control, plus:
- IP prosecution cost monitoring
- Dedicated account manager
- Custom dashboards and reports
- eBilling system integration*
Ideal for IP owners wanting to take control of all IP costs
*eBilling integration is dependent upon the integration capabilities of your eBilling platform.
Enterprise Control
IP Invoice Control For Companies With More Than 20M in Annual IP Spend
$100,000year
- Everything in Full Control, plus:
- Support for multiple business units
- Support for multiple invoice currencies
- Integration with AP system
- VAT control