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IP Financial Solutions For Firms

IP Forecaster

Basic Edition
$10,000year
  • 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
$17,500year
  • 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

Help your clients develop budgets 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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Let's Do It!

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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Let's Do It!

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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We need a little info...

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.