• Adding Child Applications in Idea Manager

    Child applications are applications that are based on an earlier filed application and claim priority to it. These relationships have legal effects. Child applications receive certain benefits from their parents. These benefits tell you the prior art that can be used against the patent family and when the invention’s features…

  • Family Tree

    A patent family is a group of patent applications and patents with interrelating priority claims. A priority claim allows a later-filed application to use the filing date of an earlier-filed application to determine how it relates to prior art references. To understand which applications are part of the patent family,…

  • 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 and Restore 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…

  • Patent Applications Intake

    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

    The patent applications that have been filed at the USPTO and not yet published can be accessed through Private PAIR. A licensed patent practitioner or sponsored support staff would have Private PAIR credentials provided by the USPTO that they can use to access the Private PAIR portal. In this section,…

  • 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…