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IP Financial Solutions For Firms

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Quickly forecast filing costs for new international, regional and national applications

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

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

The solution for owners with the most complex, global IP costs

*AP System integration is dependent upon the integration capabilities of your payables platform. 
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Give us your email if you’d like to try out IP Forecaster. We’ll shoot you a confirmation email and get you setup quickly – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.
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Give us your email if you’d like to try out Client Planner. We’ll shoot you a confirmation email and get your trial started – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.
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Let's Do It!

Give us your email if you’d like a free invoice review. We’ll shoot you a confirmation email and get you setup quickly – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.
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Let's Do It!

Give us your email if you’d like to try out our Firm Planning Bundle. We’ll send you a confirmation email and get your trial started. If you don’t see an email within 10 minutes, check your spam folder.

There’s no cost or long-term obligation.
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Give us some contact info and we’ll email you the program details. No SPAM, no hassles. 
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You're All Set!

You should receive a confirmation shortly.
Check your SPAM folder if you don’t see an email.