DRAG 
DRAG 
Shah Net Shah Net
In today's fast-moving innovation landscape, protecting intellectual property is more important than ever. Patent Idea and Invention Disclosure Management Software provide a comprehensive, efficient platform to help organizations capture, assess, and safeguard their most valuable assets—ideas and inventions. Suitable for both startups and large enterprises, the software offers an intuitive solution for managing, tracking, and securing invention disclosures effectively.
The platform streamlines the complete workflow for new patent ideas. From the innovation team submitting an invention disclosure or patent idea form, through in-house legal review and opinion, to obtaining approvals for filings across multiple jurisdictions, the software ensures a seamless process from start to finish.
The platform empowers in-house counsels and Innovation or R&D managers to efficiently handle internal deadlines, correspondence, documents, and reminders. By digitizing traditional, paper-heavy processes, it delivers a fully paperless experience, boosting productivity and ensuring accurate, organized management of all invention disclosures.
Designed specifically for corporations, it integrates inter-departmental users—including in-house counsels, IP managers, inventors, R&D teams, and HOD staff—while enforcing customizable access controls, all within a single, secure platform.
The Deadlines Calendar provides a clear overview of all upcoming internal deadlines, keeping users organized and on track. With intuitive color-coding for different types of deadlines, it’s easy to prioritize tasks immediately. The Legal Software Suite also allows seamless synchronization with personal Google and Outlook calendars, ensuring your deadlines are accessible anytime, whether on your phone, tablet, or desktop.
The Dashboard offers a graphical interface that delivers at-a-glance visibility into key performance indicators (KPIs) related to trademark ideation processes. It serves as a progress overview of trademark and brand requests submitted by the business team.
The Company module is designed to capture and manage detailed information for all group companies whose teams initiate trademark or brand requests. By centralizing company data, the module enables seamless retrieval at various points in the application, ensuring uniformity and accuracy of information throughout the system.
The application enables categorization of entire portfolios based on the organization’s divisions and sub-divisions, ensuring a well-structured data view. Access rights to division-level portfolios can be restricted according to user-defined permissions.
The platform enables organizations to capture, manage, and access complete Patent Idea or Invention Disclosure information—including documents, deadlines, and related data—from the initial request raised by the innovation team for legal review and prior-art search through management and business approvals for filing patents across multiple jurisdictions. All information is maintained in a centralized repository, creating a streamlined, efficient, and productive workflow across the enterprise.
The software supports an automated workflow that governs the entire lifecycle of Patent Ideas and Invention Disclosure Forms, ensuring consistent and structured processing from submission to final decision.
A centralized docketing system allows users to securely store and retrieve all case-related documents, deadlines, and details anytime and from any location.
Innovation teams and inventors can easily submit Patent Idea or Invention Disclosure Forms within the platform, providing comprehensive information required by the legal team to evaluate the patentability of the disclosed invention. During submission, the system facilitates approval requests from senior management, ensuring a controlled and well-defined review process. All key actions and activities related to the processing of each disclosure are recorded, delivering transparency, accountability, and operational efficiency.
The platform supports docketing of multiple document types and allows users to download individual documents in PDF format or export all selected files together as a ZIP archive.
Important instructions related to Patent Ideas and Invention Disclosures can be stored centrally, allowing for quick reference and easy access.
Users can record and manage all critical deadlines associated with Patent Ideas or Invention Disclosures within the docket. Once a deadline is completed, it can be closed with a documented reason. The system provides detailed deadline views, enables assignment of responsibility to specific users, and allows deadlines to be shared with divisions or sub-divisions through a single-click email using pre-configured templates.
The software also offers comprehensive summary reports covering all Patent Idea and Invention Disclosure records. Users can apply a wide range of filters to extract relevant information, customize report outputs by selecting specific columns, and export the results to Excel. For detailed review, users can navigate directly from the report to the corresponding case.
Through deadline reporting, users can generate lists of deadlines that are due in the near future. These lists can be refined using a wide range of filter criteria and exported to Excel as needed. Users can also close deadlines directly from the report and record the reason for closure. For additional information on any Patent Idea or Invention Disclosure, users may click the arrow icon or navigate directly to the relevant case to review detailed deadline information.
The document reporting feature allows users to retrieve a list of all documents recorded in the system for a selected date range using multiple filtering options. Documents can be downloaded individually or exported in bulk as a ZIP file. For example, users can easily export all search reports for a specific company or division for a given month by applying the appropriate filters and selecting the “Download Selected Documents” option. Users may also access document details by navigating directly to the associated Patent Idea or Invention Disclosure case.
The platform enables users to define reusable variables within the master settings, allowing them to be applied consistently throughout the software. This reduces repetitive data entry, improves scalability by replacing hardcoded values with dynamic configurations, and ensures uniform data for accurate filtering and reporting.
The system allows users to store invoices received from agents and attorneys for search reports or legal opinions related to Patent Ideas or Invention Disclosures. Payments made against these invoices can be recorded, and detailed analytical reports can be generated to monitor expenses incurred and payments processed.