Inteum

Operate your IP pipeline from disclosure to revenue with integrated workflows and reporting.
4.5 
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90 votes
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Turn scattered IP records into a working system your team can actually use. With Inteum, start by setting up intake templates for inventions, software, materials, and trademarks. Route submissions through the inventor portal so faculty, researchers, and partners can file disclosures, attach evidence, and track status without email chains. Assign reviewers, capture prior use and funding details, and auto-create follow-up tasks. If your organization spans regions, switch the interface to the preferred language instantly, or add a custom locale through the built-in content manager so contributors see forms in terms they recognize.

Move from intake to prosecution without losing context. Each asset gets a living file that holds deadlines, correspondence, counsel updates, and related documents. Drag in office actions and agreements; Inteum links people, institutions, and matters so you can jump from a patent family to its licenses in one click. Create task queues for paralegals and attorneys, set reminders by jurisdiction, and track completion criteria for each stage. Role-based permissions keep sensitive deals and valuations restricted, while audit logs record who changed what. For agreements, use structured fields to capture terms, obligations, and milestones, then connect those contracts back to underlying IP, sponsors, and inventors.

Handle finances and reporting from the same workspace. Generate invoices for cost recovery, maintenance fees, and license royalties. Allocate distributions automatically based on your rules for inventors, departments, and central funds, and reconcile payments against agreements and assets. Build dashboards that spotlight filings due this month, spend by case type, top revenue licenses, and overdue compliance items. When leadership asks for numbers, pull ad‑hoc analytics or schedule recurring reports that land in their inbox with current KPIs and supporting detail.

Administrators can stand up Inteum without derailing ongoing work. Use migration tools to import legacy data, deduplicate with match‑and‑merge, and map fields to your chosen forms. Connect to finance, HR, and CRM systems to sync parties and transactions. Keep information safe with encryption at rest and in transit, granular access controls, automated backups, and replication for continuity. Archive closed matters while preserving history for audits. At the portfolio level, compare families, technologies, and markets to prioritize renewals, prune low‑value assets, and focus budget where it moves the needle.

Review summary

Features

  • Data Integration
  • Billing and Invoicing
  • Data Security
  • Access Control
  • Data Migration
  • Document Archiving
  • Data Replication
  • Compliance Tracking
  • Spend Management
  • Customer Data
  • Data Analysis
  • Data Capture
  • Document Management
  • Completion Tracking
  • Backup/Restore
  • Portfolio Management
  • Match & Merge

How It’s Used

  • Collect and triage invention disclosures through the inventor portal with custom forms and workflows
  • Docket patent and trademark actions, link counsel communications, and manage deadlines by jurisdiction
  • Connect licenses, MTAs, NDAs, and options to underlying IP and track obligations and milestones
  • Issue maintenance fee invoices, process royalty receipts, and automate revenue distribution rules
  • Build executive dashboards showing filings due, portfolio health, spend, and top-performing licenses
  • Run ad-hoc analytics for board reports, compliance audits, and pipeline forecasting
  • Migrate legacy databases, cleanse duplicates with match-and-merge, and standardize fields
  • Integrate with ERP, CRM, and HR systems to sync spend, contacts, and organizational data
  • Enforce role-based permissions, encryption, backups, and replication for security and continuity
  • Archive closed cases while retaining a full audit trail for future reference

Plans & Pricing

Inteum

Custom

Inventor Portal
Activity Management
iEdison
Analytics
Sentinel Notifications
Technology Publisher
Patent Intelligence Suite
Manage patent renewals
Power your patent search
Keep your records up-to-date

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4.5
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