Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Starting at $20,000 USD per company per year Subscription pricing depends on various factors, such as modules deployed, number of users of different types, and number of IP assets managed.

Discounts available for nonprofits

Rating

(34)

Listed On

8/29/2012

Latest Release

12/2/2016

Intellectual Property Management

With IPfolio, you can organize and visualize your IP portfolio in one collaborative location. IPfolio will also help you get more and better invention disclosures, reduce administrative tasks, and make smarter IP decisions.

34 Reviews
100%
0%
0%
0%
0%
5.0
Average Rating
Share your experiences with the community.
Top Favorable Review

Lightning Experience Version of IPfolio is a Game Changer

IPfolio's recent release of the "Lightning Experience" version of their platform is huge upgrade in terms of customization, workflow, and user experience. As Chief IP counsel for a multinational software company, I have inventors and patent committee members located across the globe, the Lightning Experience functionality has allowed me to dramatically increase the level of collaboration and automation within the IPfolio tool. IPfolio's functionality now exceeds that of the (much) more expensive intellectual asset management tools that I've used.


3  likes · Comment · Report Abuse
This field is required
Spencer Slaine
May 03, 2019 at 2:11 PM

Thanks for the review Chad!

Customer Reviews 34 Reviews Rating: Any Rating Sort By: Review Date

Lightning Experience Version of IPfolio is a Game Changer

IPfolio's recent release of the "Lightning Experience" version of their platform is huge upgrade in terms of customization, workflow, and user experience. As Chief IP counsel for a multinational software company, I have inventors and patent committee members located across the globe, the Lightning Experience functionality has allowed me to dramatically increase the level of collaboration and automation within the IPfolio tool. IPfolio's functionality now exceeds that of the (much) more expensive intellectual asset management tools that I've used.


3  likes · Comment · Report Abuse
This field is required
Spencer Slaine
May 03, 2019 at 2:11 PM

Thanks for the review Chad!

Highly recommended product with fantastic service

IPfolio is a powerful IP portfolio management tool that is easy to use and intuitive. The Salesforce platform is robust, reliable and enables customization and the flexibility to make changes at any time. This will ultimately allow us to improve transparency and better align with our clients. Regarding implementation, the team ensured a seamless transition and integration with their partner and annuity service provider, ipan. The team was highly competent, responsive and a pleasure to work with.


1  like · Comment · Report Abuse
This field is required
Spencer Slaine
May 03, 2019 at 2:10 PM

Thanks for the review Jess and for being a great customer to work with!

IPfolio is a highly flexible tool for managing your IP.

During the transition from another web-hosted management system the IPfolio team showed awareness of our needs and our data were transferred very smoothly.##After the transfer we had great training on how to use the system, and requests to specific changes were met with high flexibility - and very swiftly.##Archiving of correspondence is simple and smooth – emailing the correspondence to a sever auto-archives on the right case – a great time saver in the admin function.##With IPfolio being a US based company we were concerned about the level of support in Europe, but this has been excellent. Urgent requests were taken care of urgently, and nice to haves typically within the same or next day – Sebastian is doing a great job for us.##Finally with respect to reporting; standard reports in IPfolio are formatted as tables (Excel export), but with the add-in Conga Composer we have been able to generate very usable reports with highly flexible layouts, matching the exact business needs of our organization. As with all other support tasks, we have had great help from IPfolio in setting up Conga Composer to work optimally with IPfolio.


1  like · Comment · Report Abuse
This field is required

Amazing flexibility

From the moment of the first demonstration of IPfolio I was amazed with the flexibility of the system. It is so easy to adjust it to your needs and the support team will help you achieve anything you want.##Personally, I have fallen in love with the report functions. Again flexibility is the key - being able to combine fields in whatever way you want is a small miracle compared to many other IP systems.##Last but not least - the automatic archiving. It has made things so much easier for our administrative team. ##IPfolio really is a moders IP management system. Welcome to the IP world!


1  like · Comment · Report Abuse
This field is required

Superior Product with First Class Customer Service!

Our company adopted IPfolio almost a year ago to manage our large trademark portfolio. The folks at IPfolio were amazing throughout the entire process. While we were testing the product, the team would provide updates and customizations along the way. By the time we were done testing, we had a completely customized product that fit our needs exactly. A year later, after the sale was made, the support team and developers are still providing us with superior customer service and constantly improving their product. I couldn't be happier and wish I could give this product 5 more stars!


2  likes · Comment · Report Abuse
This field is required

Great product, greater service

Finally a more intelligent way to manage IP portfolio! We have been using Excel spreadsheets and as the number of assets and asset classification grew, these became taxing. IPfolio offers a unified workflow from Inventor portal- to patent family- to patents. Now, I am able to view and analyze data using a variety of reports & dashboards and report to management. IPfolio offers workflows to automate data entry and to reduce errors. Once all is set up, I spend less time on data entry and tracking. IPfolio customer support impresses even more. Tyler Dunk at IPfolio has been helping me with operation, configuration, and customization of IPfolio installation. Tyler is friendly, personable, and offers a wealth of information (there is not a single issue that he was not able to address). What impresses me even more is Tyler’s willingness to go above and beyond and this makes me a believer in IPfolio. In short, IPfolio sets a new standard for product design, performance, and customer service.


1  like · Comment · Report Abuse
This field is required

Great software, greater support

Really powerful and highly flexible IP management software that can be adapted to your own personal needs. Particularly to be highlighted is the great support from the IPfolio team, notably Sebastian Lechner.


1  like · Comment · Report Abuse
This field is required

Amazing

This is my second review of IPFolio. I've been using it since shortly after its roll-out. The product is great, and has received continual updates and upgrades. Beyond the product, however is the customer service and attention provided. Some time into using IPFolio, they brought on board Kevin Nugent, and he has proven to provide, without doubt, the greatest software service I have ever received on any SAAS offering. I've been watching IPFolio's growth with interest (in the enhanced product features offered), but with some trepidation (can they continue to grow and maintain the same world class, personal service to which I've become accustomed?)####The answer is an unequivocal "Yes!". To aid in their growing customer service needs, they've brought in Tyler Dunk, and he lives up to the amazing expectations that I've set as a result of working with Kevin. ####I recommend this product for any IP Professional that is trying to manage a patent portfolio - small or large. Some of the most valuable features include the Inventor Portal that can accommodate collaboration and streamline the invention submission process, as well as an easy-to-use email integration that automatically files incoming emails by matter.


1  like · Comment · Report Abuse
This field is required

Fantastic Team and Product

While I am really impressed with the IPfolio product and the amazing flexibility it provides in customization, I really want to emphasize the amazing support we obtain from the IPfolio team. Sebastian Lechner at IPfolio feels more like an extended team member of our department, rather than an “external service provider”. The uncomplicated approach in providing support to our team, and proactively suggesting optimizations, really makes all the difference. Truly fantastic team and product.


1  like · Comment · Report Abuse
This field is required

Excellent Product & Service

IPfolio was purchased to replace a very effective but aging system of home-grown spreadsheets that we had been using for nearly four years to manage our IP portfolio. The second-biggest challenge has been adaptation of the base IPfolio product to incorporate the desired operational and reporting functionality that we had spent years building in our prior system. Here, genius-at-large Kevin Nugent has done an extraordinary job of both establishing that base-level functionality as well as being available often on very short notice to assist in on-the-job training for me. The number one biggest challenge, however, has been the integration of years worth of parallel data that existed at our outside patent counsel's firm. In this case, Kevin teamed with Heather Fleener to migrate that data into IPfolio then work thru a very tedious data-compare. Heather's IPfolio expertise combined with very strong IP operational experience has ensured total success with very little downtime for me. Kevin and Heather are both a joy to work with and I simply could not be happier with the product and the service.


1  like · Comment · Report Abuse
This field is required
Loading