Patent Portfolio Planning
Assumptions
Configure your planning assumptions to create accurate patent portfolio scenarios.
Plan
Time Frame
Define the time range and starting point for your plan
TIME.BINS
Jurisdictions
Determine where patent protection is to take place
TIME.BINSCATEGORY
New Inventions
Number of new inventions and complexity level
TARGET
Application Timing
Customize the quarterly distribution of invention protection
TIME.INTERVALS
Blueprint
Bundling
Use ominbus patents to create a cost-effective patent family
GROUPING
1st Filing & 1st Claiming
Configure the type and route of filings across jurisdictions
- What proportion are provisional vs. nonprovisional?
- What proportion go PCT vs. direct foreign?
- How do you distribute filings across jurisdictions?
DISTRIBUTION.TARGET?PROBABILITY.TARGET?
Subsequent Filings
Define parameters for follow-on patent applications
- LPI Conversion % before SF?
- Type of subsequent filing as %
DISTRIBUTION.TARGET?PROBABILITY.TARGET?
Foreign Filings
Configure foreign filing rates for PCT and secondary country filings
- What percentage of inventions receive PCT filings?
- What percentage receive secondary country filings?
- How do rates vary by target country?
DISTRIBUTION.TARGET?PROBABILITY.TARGET?
Outcome Estimates
Timing
Prosecution Flow
Define prosecution timelines
TIME.INTERVALS
Follow-On Timing
Set timing assumptions for the patent lifecycle
- When do you file follow-on applications (priority claims)?
- How long do you wait before entering national/regional phases?
- How do you time CONs, DIVs, or other follow-on filings?
TIME.INTERVALS