What you'll receive
Managing extensive intellectual property portfolios requires countless hours of manual review across patents, trademarks, and copyrights scattered in multiple systems and documents. Legal teams struggle to provide executives with current, comprehensive portfolio summaries that identify strategic value, upcoming deadlines, and actionable opportunities.
Managing extensive intellectual property portfolios requires countless hours of manual review across patents, trademarks, and copyrights scattered in multiple systems and documents. Legal teams struggle to provide executives with current, comprehensive portfolio summaries that identify strategic value, upcoming deadlines, and actionable opportunities. Without consolidated analysis, companies risk missing critical renewals, overlooking monetization opportunities, and making uninformed IP strategy decisions.
CaseMark automatically analyzes your IP documentation to generate comprehensive portfolio summaries in minutes instead of days. Our AI extracts registration details, status information, and deadline dates across all IP assets, then provides strategic insights on portfolio strength, geographic coverage gaps, and optimization opportunities. Get executive-ready reports that enable proactive IP management and data-driven strategic decisions.
This workflow is applicable across multiple practice areas and use cases
IP portfolio summaries provide essential foundation for licensing negotiations, helping identify which patents, trademarks, or copyrights are available for licensing and their strategic value.
Licensing transactions require detailed understanding of IP assets, their status, and scope to structure appropriate licensing agreements and determine fair market value for licensing fees.
IP portfolio summaries are critical during M&A due diligence to assess the value of intellectual property assets being acquired and identify potential risks or liabilities.
Acquirers and investors require comprehensive IP portfolio analysis to value target companies, particularly in technology and innovation-driven sectors where IP represents significant enterprise value.
IP portfolio summaries serve as foundational documents for patent infringement litigation, trademark disputes, and copyright enforcement actions by mapping owned IP rights and their legal status.
Litigators need comprehensive IP portfolio analysis to assess strength of claims, identify prior art, evaluate damages, and develop litigation strategy in IP disputes.
Investors conducting due diligence on portfolio companies or investment targets require IP portfolio summaries to evaluate the strength and defensibility of intellectual property assets underlying business value.
VC and PE firms assess IP portfolios as key indicators of competitive advantage, market position, and investment risk, particularly in technology, biotech, and innovation-focused companies.
Public companies must disclose material IP assets and risks in SEC filings, requiring accurate IP portfolio summaries to ensure compliance with securities disclosure requirements.
Securities regulations require transparent disclosure of material intellectual property assets, pending litigation, and IP-related risks that could impact company valuation or investor decisions.
CaseMark analyzes all major IP asset types including patents and patent applications, registered trademarks and pending applications, copyright registrations, and documented trade secrets. The system extracts detailed information such as registration numbers, filing and grant dates, jurisdictions, inventors or creators, current legal status, and expiration dates. It can process documentation from multiple patent offices and trademark registries worldwide to provide a comprehensive view of your global IP portfolio.
CaseMark analyzes your IP assets holistically to assess strategic importance based on technology areas, product alignment, geographic coverage, and competitive positioning. The system identifies patterns such as under-protected product lines, geographic markets lacking coverage, and upcoming patent expirations that may create vulnerability. It evaluates trademark strength, patent portfolio age distribution, and licensing potential to provide actionable recommendations for portfolio optimization, new filings, or asset abandonment decisions.
Yes, CaseMark automatically extracts and organizes all critical deadlines including patent maintenance fee due dates, trademark renewal deadlines, office action response dates, and copyright renewal opportunities. The system flags upcoming deadlines with sufficient advance notice to ensure timely action and prevent inadvertent loss of rights. All deadlines are presented in a consolidated schedule that enables proactive IP portfolio management rather than reactive deadline responses.
IP portfolio summaries should be treated as living documents updated quarterly or whenever significant portfolio changes occur such as new grants, registrations, expirations, or acquisitions. CaseMark makes regular updates practical by reducing the time required from 20+ hours to 15 minutes, enabling legal teams to maintain current portfolio intelligence for executive review, investor due diligence, and strategic planning. More frequent updates ensure stakeholders have accurate information for licensing negotiations, enforcement decisions, and business development opportunities.
For each asset, CaseMark provides comprehensive details including all registration and identification numbers, complete filing and grant date timelines, jurisdictional coverage, named inventors or creators, technology classifications or trademark classes, current legal status, and expiration or renewal dates. The system also assesses strategic importance, identifies third-party rights or encumbrances, and notes any pending litigation or opposition proceedings. This level of detail supports both high-level executive briefings and detailed operational IP management.