Practice system
IP Prosecution & Portfolio, run as a system.
Patent and trademark prosecution, portfolio management, licensing and renewals: office-action and renewal-driven.
Statutory response windows and the decades-long renewal calendar. The most precisely statutory deadline regime of any practice, and one matter often supervises many assets at once.
Stage
Portfolio size
46 assets
OA response due
3 mo + ext.
Next maintenance due
7.5y window
Computed: Renewal Runway
Assets with deadlines in the next 90 days, plus total government fees due in the next 12 months.
Posture
One question decides how the whole matter reads.
Who is the applicant/owner we represent, and are there licensees or co-owners?
What it tracks
The documents this practice actually produces.
Applications as filed
Office actions
Notices of allowance
Registration & issue certificates
License agreements
Computed
Renewal Runway
Assets with deadlines in the next 90 days, plus total government fees due in the next 12 months.
Opening checklist
What starts moving on day one.
- Conflicts incl. adverse prior clients in the field
- Inventor/owner declarations executed and recorded
- Prior-art / knockout search memo
- Foreign-filing decision calendared against the priority window
- Full renewal calendar seeded on registration
Questions
Before you book the call.
- Do you build a matter management system specifically for ip prosecution & portfolio practices?
- Yes. It runs on the same MATTER Method as everything else I build, configured for how ip prosecution & portfolio actually moves: Statutory response windows and the decades-long renewal calendar. The most precisely statutory deadline regime of any practice, and one matter often supervises many assets at once.
- What does the system actually track for a ip prosecution & portfolio matter?
- Every stage from search & clearance to maintenance, the facts that matter most for this practice (portfolio size, oa response due, next maintenance due), the document set the matter actually produces, and one computed read: renewal runway, assets with deadlines in the next 90 days, plus total government fees due in the next 12 months.
- Can I get this through MatterOS, or does it need a custom build?
- Both. It ships as a configured practice pack inside MatterOS for solo and small-firm workflows, or as a private, purpose-built system when a firm needs more control over data, integrations or workflow. Either way, we start with a short call to see which fits.
- Do you also handle litigation technology and expert witness work for these matters?
- Separately, yes, under the same practice. If a matter needs digital evidence structured or presented in a US courtroom rather than just tracked, that is the second half of what I do. See the Services page for how that engagement runs.
Take it home
Don't want a build engagement yet? Take the blueprint.
IP Prosecution & Portfolio is one of the twenty-two packs inside Practice Pack Blueprints, the stages, vitals, deadline logic and document set for this practice, ready to install yourself. Two minutes on the readiness audit will tell you honestly whether that's enough, or whether this practice needs the full build.
Bring me the ip prosecution & portfolio matter. I've probably built this before.