• How Real-time Collaboration Happens in Portfolio Manager?

    Real-time collaboration is a core strength of the TIP Tool™, enabling legal, technical, and business teams to work together on patent applications with transparency and speed. With synchronized access to prosecution records, summary fields, value scores, and supporting documents, teams can move faster without relying on fragmented communication or offline…

  • How to Predict the Art Unit Using the TIP Tool™?

    At the USPTO, every application is assigned to an Art Unit: a group of examiners specialized in a specific area of technology. The assignment directly impacts: Not all art units are created equal. Some art units have allowance rates below 10%, while others exceed 90%. A well-prepared application that aligns…

  • How to Sync Public Cases in the Portfolio Manager in the TIP Tool™?

    The TIP Tool™ provides a seamless way to keep your portfolio updated by syncing public patent application data directly from the USPTO Public PAIR database. This ensures that prosecution statuses and key details remain current without requiring users to re-enter information manually. When Does the TIP Tool™ Sync Public Applications?…

  • How to Import Your Patent Applications from Private PAIR into the TIP Tool™?

    The TIP Tool™ allows you to import your unpublished patent applications at the USPTO (i.e., confidential filings not yet made public) via Private PAIR.  These applications, once imported, become part of your Portfolio Manager, enabling centralized tracking and prosecution management.  Who Can Use This Feature? Only users with the appropriate…

  • How to Import/Export Applications in Portfolio Manager?

    Managing a growing IP portfolio means handling data, often in bulk. Whether you’re uploading new applications from a spreadsheet, syncing with the USPTO, or exporting your portfolio for review, the TIP Tool™ makes it simple to add or share patent application data. This article walks you through the available methods…

  • How to Write an Idea Summary in the Idea Form within the TIP Tool™

    We offer two ways to help you understand this query — pick whichever works best for you: Prefer to watch?Start with our short walkthrough video that shows you exactly how it works, step by step. Prefer to read?Scroll down for the full written guide with screenshots and detailed explanations. Overview…

  • How to Customize the Application Timeline in TIP Tool™

    The Application Timeline in the TIP Tool™ offers a visual overview of key prosecution events across each patent application’s lifecycle. Whether you’re tracking filing dates, office actions, interviews, or allowances, the timeline helps you see the big picture — and zoom into the details that matter. To accommodate different workflows…

  • How to Collaborate in Real-Time Across Patent Lifecycle Stages in the TIP Tool™

    The TIP Tool™ offers real-time collaboration across the entire patent lifecycle — from idea capture to filed patents.  Whether you’re brainstorming to refine ideas in the “Idea Capturing” stage, reviewing patentability search results, vetting ideas with business units, or preparing a filing, real-time collaboration keeps your team aligned and fast….