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AI-driven portfolio analysis identifying inefficiencies, gaps, and risks with actionable optimisation advice

Most IP Portfolios Grow Without a Plan

Over years of filing trademarks, patents, and domain names across multiple jurisdictions, portfolios accumulate legacy registrations, redundant protections, and strategic gaps. A trademark registered in a market the company exited five years ago still costs money to maintain. A patent family with overlapping claims in the same jurisdiction represents wasted renewal fees. Meanwhile, the company's newest product line may have no trademark coverage in its fastest-growing market.

The typical approach to portfolio management is periodic manual review — often triggered by renewal deadlines rather than strategic necessity. This is expensive, slow, and inherently backward-looking.

How IPRHQ Analyses Portfolios

IPRHQ's portfolio intelligence module ingests the full scope of a client's IP assets — trademarks (registered and pending), patents, designs, and domain names — and analyses them against the client's business footprint: markets served, products offered, competitors monitored, and growth targets.

The analysis produces five categories of recommendations:

Scrapping. Assets that no longer serve a strategic purpose: trademarks in abandoned product lines, defensive registrations that have become redundant, or domain names for discontinued campaigns.

Consolidation. Overlapping protections that can be merged: multiple national trademarks that could be replaced by a single EU registration, or patent families with duplicative claims.

Extension. Gaps in coverage relative to the business strategy: key marks not registered in target expansion markets, or patents not filed in jurisdictions where competitors are active.

Risk Alerts. Vulnerabilities in the portfolio: marks approaching the five-year use requirement without evidence of use, patents with upcoming renewal deadlines that require a file/abandon decision, or domain names expiring without auto-renewal.

Cost Optimisation. Opportunities to reduce total portfolio cost without reducing effective coverage: switching from national to regional filings, leveraging the Unitary Patent for European coverage, or consolidating domain names under a Brand TLD.

Continuous Intelligence, Not Periodic Reports

Unlike traditional portfolio reviews that produce a static report, IPRHQ's portfolio intelligence runs continuously. When a new competitor filing is published, the system checks it against the client's portfolio and flags potential conflicts. When a market entry is planned, the system automatically identifies which assets need extension. When renewal deadlines approach, the system surfaces the decision with the relevant context.

This shift from periodic to continuous portfolio management means strategic decisions are made when they matter — not months later during the next scheduled review.

Who Benefits

Portfolio intelligence is relevant for any organisation with more than a handful of IP assets, but it is most impactful for mid-market companies and multinationals managing hundreds or thousands of registrations across dozens of jurisdictions. In-house IP teams gain a clear, data-driven picture of their portfolio's health without commissioning expensive external audits. Outside counsel gains the context needed to advise strategically rather than transactionally.

Related Solutions

Combine portfolio intelligence with Trademark Watch & Opposition Monitoring for complete defensive coverage. Use the IP Cost Estimator to budget for recommended filings. Start new registrations with AI-Powered Trademark Clearance.

Frequently Asked Questions

What types of IP assets does portfolio intelligence cover?

The system analyses trademarks (registered and pending), patents, industrial designs, and domain names across all jurisdictions where the client holds assets.

How often is the portfolio analysed?

Continuously. Unlike traditional portfolio audits that produce a one-time report, IPRHQ's intelligence runs in the background and generates alerts when relevant events occur: competitor filings, approaching deadlines, market changes, or strategic misalignments.

Can you identify cost savings in an existing portfolio?

Yes. The system specifically looks for redundant registrations, consolidation opportunities (such as replacing multiple national marks with a single EU registration), and assets that no longer serve a strategic purpose. Clients typically discover significant savings during the first audit cycle.

Is this service suitable for smaller portfolios?

Portfolio intelligence is valuable for any organisation with more than a handful of IP assets, though the most dramatic impact is seen with portfolios spanning dozens of jurisdictions and hundreds of registrations.

Bart Lieben
Attorney-at-Law
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