IP portfolio management and patent watch softwares

Our old IP management tool had become unusable due to its obsolescence and complexity. In the end, we were only using 5% of its functionalities, if any at all. The old solution had become far too expensive and unsuitable for our structure, and we were forced to cut our budgets. Despite our requests, it was not possible to upgrade to a more intuitive and user-friendly version.

We chose PI Planner because it contained all the key functionalities we needed to manage all aspects of corporate IP. The tool is very flexible and easy to learn. A new user can quickly get their hands on it.

Data migration was carried out quickly with the support of the PI Motion team, and the change of tool went smoothly.

PI Planner enables us to centralize all our PI information and documents and share them collaboratively with all users in the various departments and partners.

The level of service has been unrivaled, and we have been supported by a team of experts who are reactive and attentive to our needs, and who have been able to develop the tool in line with our requirements. We work in close collaboration with the PI Planner team, who are very available and are now practically part of our PI team.

As an administrative manager of IP, I have been using PI Planner daily for 4 years for managing procedures and invoices, creating new patent applications, recording filing documents, official documents, grants, powers of attorney, abandonments, and all notifications from the IPOs as well as responses.

The filters also allow me to easily select information and extract it to Excel, which is very useful, especially for budget tracking.

I had some apprehension about implementing the tool, but ultimately, it proved to be easy to use and very intuitive.

Furthermore, compared to other tools available, PI Planner was less expensive.

We also greatly appreciate the service provided by PI Motion. Their customer support is very responsive, competent, and efficient. They are also open to feedback and suggestions and can quickly implement new features if necessary.

As a Patent Manager, I've been using PI Planner for 5 years.
The tool contributes to improving our ability to manage our IP rights with efficiency, and in particular patents, in four major areas:

• Patent family management: PI Planner has transformed the way we manage our patent families. Thanks to specific dedicated functionalities, we can easily identify and classify the different files and procedures. This functionality is very helpful in tracking decision-making and optimizing associated costs.
• Precise tracking of procedures: The tool offers complete visibility of the status of each patent, from initial filing to final grant. The procedure tracking function enables you to anticipate future steps.
• Organized document archiving: The tool's ability to centralize and organize documents linked to the various files is a real asset. Every document, from exchanges with patent offices to search reports and legal correspondence, is archived and easily accessible. This simplifies day-to-day management.
• Cost optimization: Significant reduction in costs thanks to improved portfolio visibility, enabling judicious decisions on extensions and annuity payments.

PI Planner is a user-friendly tool for managing our patent families. It provides a didactic and collaborative environment for our Group and has a positive impact on our day-to-day operational efficiency.

Isorg has been using the PI planner software for 3 years now. Right from the start, we particularly appreciated the training and personalized support we received when installing this tool in our company.

The PI planner is very easy to use and gives us a global and pragmatic view of our patent portfolio.
The presence and highlighting of relevant indicators give us a strategic vision of our patent portfolio, enabling us to make informed decisions regarding the management of our industrial property.

Finally, for the Innovation team, PI the planner is a tool that facilitates reporting and communication within the technical teams and with management on intellectual property issues

We appreciate PI Planner because it is an all-in-one solution without being overly complex.

Very easy to use and accessible in terms of pricing, PI Planner is suitable for portfolios of all sizes and perfectly meets our needs for patent and trademark management.

There is real added value in structuring the portfolio from the start, and the audit offered is genuinely useful. Indeed, it is the necessary starting point for effective use of the software.

The option offered by PI Motion to integrate our data once the setup is done is truly a time saver, requiring only updates thereafter. We appreciated the retrieval of data from public databases and the work done to make the tool operational quickly.

Interscience is a small to medium-sized designer, manufacturer, and distributor specializing in equipment for microbiology laboratories, for which it is a worldwide reference.
Since its foundation 40 years ago, intellectual property has been part of its DNA, with regular and exponential patent filings worldwide. Supported by several international firms, a large part of the management of these patents is handled in-house.
Faced with this sustained inventive activity, it became necessary to have a tool capable of responding to several basic issues:

• Quick and intuitive to use,
• Adapted to an SME portfolio,
• Scalable and flexible in line with the company's growth and an increasing number of international deposits.
• Management of deadlines for completion or control, taking into account the specific features of each country.
• Storage and sharing of all information relating to the life of the patent.

Not only did PI Planner meet all these criteria, but it also offered several additional functions. We quickly adopted a number of them, corresponding to the indicators we wanted to obtain as a priority for our IP portfolio. We have gained in responsiveness, precision, and pre, and sensation in the strategic information to be disseminated.
Our entire IP portfolio can be viewed at a glance. The various possibilities for extracting information can be rapidly made available to our sales teams and international entities, particularly in the context of our counterfeit and competitive intelligence.
We particularly appreciated the possibility of opening a complete, easily accessible, and easily ordered document database for each of our patents and extensions. In addition to the effective and welcome dematerialization in a highly administrative environment, this database has become a highly effective collaborative tool with inventors during filings and discussions around search reports.
The budget module provides an economic and financial analysis of our investments and expenditures by patent, country, IPC, or procedure. The rapid extraction of budget lines eligible for the Research Tax Credit with the corresponding documents has saved considerable time in what is usually a very time-consuming procedure.
Finally, since our start-up 3 years ago, we have always found the PI-Motion team to be an active and responsive support, to accompany us in our first steps, to understand, use, develop, or evolve new functions by new needs generated by our growth.

We chose to acquire PI Planner because it is a fairly intuitive tool for managing a portfolio of Intellectual Property rights, which gave us the possibility of making customizations to centralize all the documents related to these rights and the valorization of these rights.

The objective of acquiring an IP rights management tool that is easy to use daily was to encourage use by technical and business teams who contribute to the protection and valorization of technologies protected by these IP rights. PI.

The PI Planner team was fully attentive to our needs to develop the PI Planner database as much as possible to meet our specific expectations.