• Admin Panel

    The Admin Panel is an interface that is visible only to an admin of a portfolio. This panel can be used for specific functions such as customizing idea form, creating additional portfolios, updating prosecutor charges for your ideas, making payments to the paid tier of the TIP tool and many…

  • Archive/Delete Workflow (Only User Guide and GIF) and Restoring Process

    Before we go into detail about the Archive and the Delete workflow, let us understand how the case matters are structured within the TIP tool across different stages of the workflow Idea (A matter lying under the Idea Capture or Vetting Stage) Any new idea matter added to the Idea…

  • Application Intake – Filed Applications, Apps not synced, Upload Status

    Currently, the TIP Tool offers automatic status updates of US applications. Applications can be added in the Portfolio Manager by the following ways: Transitioned from Idea Manager Any filing moved to the ‘Filed’ column of the Idea Manager is automatically moved to the Portfolio Manager.  If the tool was successfully…

  • Portfolio Manager – Portfolio Overview

    The Portfolio Manager tab on the TIP Tool provides a centralized location for all your applications that have been filed at the PTO. Once the idea moves into the ‘Filed’ column in the Idea Manager and the application number is updated, it starts getting reflected in the ‘Filed Applications’ of…

  • Dashboards

    The TIP tool provides an overview of your patent pipeline and team activity.  Every role in the TIP Tool has information (represented in a graphical manner) specifically tailored to each role. Hence, a user would see dashboards corresponding to inventor, prosecutor, manager or admin role. Simply click on the Dashboard…

  • Private PAIR Integration

    Once the applications are filed at the PTO, the TIP tool offers automatic status updates for all the published as well as the unpublished applications. The published applications listed at the PTO are updated on a weekly basis, whereas the unpublished applications i.e. applications that are available at the Private…

  • Nurturing: Updating Email Frequency

    The TIP Tool provides email notifications at various stages of the idea management process. Email notifications are sent to stakeholders when: An idea is published An idea is approved An idea is moved between different workflow stages A draft is uploaded in an idea in the Patent Drafting Stage Value…

  • Collaboration – include the timeline and comments

    The latest version of the TIP Tool provides real time collaboration capabilities. What this means is that two or more users can edit an idea at the same time. The changes would start reflecting to the other user in a real time basis together with the name of the user…

  • Workflow Stages and Process

    Workflow Stages: The 4 workflow stages that you in the Idea Manager tab of the TIP tool is as follows:  Idea Capture: First stage is the Idea Capture phase. This is the initial idea capturing stage, where all your ideas are created, saved and published. After publishing, other collaborators can…