Built on the Salesforce platform, Symphony’s reporting, configurability, and integration with third-party data and applications provides a 360-degree view into IP programs. The data contained within Symphony is used to drive informed decisions that reduce costs, mitigate risks, and optimize portfolios.

Symphony for Patents

• Full lifecycle support from inbound email handling and client management to prosecution, renewals and portfolio optimization
• Vast library of configurable workflows to facilitate more efficient processes
• Automated docketing and de-docketing
• Advanced reporting and analytics to easily transform data into actionable intelligence
• Integration with third party data and PTOs to ensure current, correct and complete information – your single source of truth
• Curate your assets using categorization and ranking
• Renew assets easily and confidently and in the same system as your patents

Symphony for Trademarks

• Initiate trademark search requests through simple to use, but powerful workflows
• Manage relationships between trademark assets and brand management
• Integrate with USPTO for data accuracy and completeness
• Link trademarks to products to clarify their relationship to business value
• Link records and activities for portfolio-wide visibility and insight
• Easily control the renewal process with MaxVal’s Renewal Service within Symphony