PI Planner: agile intellectual property management software

PI Planner is a simpler alternative to traditional IP management platforms. It is an intuitive, secure and collaborative platform for managing your entire IP portfolio – patents, trade marks, designs, software and know-how.

PI Planner from PI Motion is an easy-to-use system with all the features you need to manage your IP operations effectively.

Enhance collaboration by consolidating all your IP rights and intangible assets – patents, trade marks, designs, software, domain names and know-how – in one easy-to-use, efficient tool.

Access all your IP data and KPIs in one click. No more jumping between different spreadsheets, databases and other sources to get the information you need.e click!

Get all patent family data in one click

All your IP data (patents, trade marks, designs, software, domain names, know-how) is collated in one place and can be accessed with a single click.
Your invention disclosures, documentation, contracts, budgets, procedures, calendar and contacts are all centralised.
Each family’s geographical scope is displayed in a user-friendly overview, along with a snapshot of how your national procedures are progressing and the renewal dates of your various IP rights.

Find the information you need in an instant

Predefined filters and search criteria (date, keywords, countries, holders, technology clusters, type of IP right) allow you to quickly find the information you are looking for.

Enhanced collaboration for effective IP management

Communicate easily with everyone in your IP value chain while protecting confidentiality through in-built security levels.
Share roadmaps and display them in a shared calendar.
Organise all documentation related to each IP right together in one place.
Set up tasks and reminders in the shared calendar.

Record your researchers’ and engineers’ R&D activities

Log invention disclosures and related documentation.
Link invention disclosures to new filings.
Manage inventor remuneration and shares.

Keep track of your income, costs and IP budget

Record income and costs for each family and see totals by family or case.
Prepare estimated budgets easily.
Instantly see the estimated procedure and maintenance costs for your portfolio over the next few years.
Use the simulation mode to gauge the impact of maintaining or abandoning certain assets.

Boost your decision-making with a complete view of your IP portfolio

Get a complete view of all or part of your IP portfolio thanks to a full set of KPIs and filters.
See how your procedures are progressing in different countries with the world map.

Strengthen your management with roadmaps and simplified reporting

Access PI Planner’s ‘One Pager’ overview from any device.
See a summary of the main activities over the next 12 months (filings, grants, abandoned rights, etc.), showing tasks, critical points and deadlines due by the end of each month.
Prepare reports on all or part of your portfolio in one click.

PI Planner is quick and easy to set up. No installation is needed, and we create your account within an hour. Together we decide which data you want included and how, and then we talk you through the tool to make sure you are comfortable using it. You are then free to manage your account however you wish, with security guaranteed.

Access to the tool requires an annual subscription. But with no user limits, you decide who gets what level of access, at no extra cost. Plus, all future updates are included.

INCLUDED IN YOUR PI PLANNER SUBSCRIPTION

All-in pricing – no hidden charges for additional users and access
All PI Planner features
Online training
Unlimited storage for your IP documents
As many user accounts as you want
Automatic software updates

SET-UP OPTIONS

Your database can be hosted on our servers (SaaS)
PI Planner can be deployed locally on your server