Products to add value to your portfolio and IP decision making.
You want absolute confidence in your data. We have a suite of products to help improve and enrich your data and put additional information at your fingertips for case by case decision-making. CPA Global’s data expertise and resources are also at your service, should you need support undertaking the complex and often time-critical business of transferring IP assets.
Browse the tabs above to learn more about our Data Update & Verification services.
Patent due diligence software
PatentGuard is a patent due diligence managed service that helps you protect the IP you own, and value IP that you are buying.
Intellectual Property Title Assurance
Innography’s PatentGuard™ is a managed service that analyzes a patent portfolio to identify potential patent title issues, reviews the patent due diligence process, and reports measures to repair broken title chains where possible. This due diligence software provides portfolio managers with a certified audit report of any existing issues to help assure the asset is properly protected.
Securing Patents as Financial Assets
Traditionally patents have been primarily a means of protecting intellectual property from competitors, but over the past ten years they have become increasingly important as financial assets. It is estimated that patent values range from a minimum of $38K (on a cost-basis) to millions of dollars in potential licensing revenue.
Inherent Flaws in Patent Ownership System
A vulnerability of patent title ownership is the relative ease with which title changes can be processed through the U.S. Patent and Trademark Office (USPTO). Furthermore, the responsibility for verifying accuracy rests not with the USPTO, but with the patent owner(s).
The USPTO has a strictly enforced window of 90 days to correct any issues with a patent title – whether from theft, fraud, or clerical error, before it becomes relatively unfixable. Data from the U.S. Federal Court of Appeals over the past decade shows more than a thousand cases in which patent litigation was dismissed because the patent owner did not have clean patent title ownership, resulting in lost damages ranging between $2M and $50M per patent.
PatentGuard is a patent due diligence managed service that helps you protect the IP you own, and value IP that you are buying. Contact your Innography representative for pricing information.
Clean, updated and accurate IP data
Most IP owners have some level of patent data quality issues due to human error or general inconsistencies in systems and data entry. Data integrity issues can also occur during events such as software conversions and when assets change ownership.
These types of scenarios can have significant consequences including loss of rights and inability to license or sell assets. CPA Global can help to reduce the administrative burden and reduce the data risks by identifying discrepancies through comprehensive reviews of key patent data fields – enabling you to keep data clean and consistent with the data held at the public registries.
As standard, all new patent renewals clients will have their portfolio data verified against official patent office information (currently covering 75% of cases) to maximise data accuracy, minimise risk and increase IP operational efficiencies. As existing clients add new cases to our patent renewals system (through acquisition or new grants) the same extensive data verification procedures can be applied automatically to the key data fields required for successful renewal of patent rights.
For those not using CPA Global patent renewals, we also provide a range of project based data verification services. Our team is experienced in handling a broad range of tasks relating to the data verification process and has access to the industries’ most advanced IP data verification resources. They have many years of experience meeting complex client needs and delivering data verification projects within agreed time frames.
Title updates for valuable assets
The processing of paperwork as a result of the transfer of IP assets following a merger, acquisition, or corporate restructuring can be cumbersome and confusing, especially when complex supporting documentation is required and legal procedures vary across international jurisdictions.
Capable of administering the full lifecycle of the title update process, CPA Global works in conjunction with in-house attorneys and paralegals to provide a cost-effective alternative to the in-house management of the recordals process.
Leveraging our global agent network, we offer fixed fees for more accurate budgeting and cost certainty. By recording multiple cases per country, we can offer volume-based, sliding-scale discounts while improving efficiencies in fulfilling documentation requirements by country. Our disciplined yet cost-effective project management approach reduces risk and includes the following key services:
- Comprehensive cost projections
- Project management
- Formality management
- Confirmatory short form deed preparation
- Power of attorney service
- Legalisation and document retrieval
- Verification and proof of filing
The CPA Global Difference:
Recordal projects are executed in a specified time frame, with identified milestones to gauge progress.
Cost Predictability and Savings
CPA Global provides a fixed-price quote that encompasses all costs. We also leverage our high-volume buying power and trusted agent network to deliver highly competitive rates.
Cash Flow Management
Ability to consolidate all international agent official fee and legalisation costs into a single project amount and offer flexible billing options that can eliminate the need to manage multiple foreign payments.
Dedicated Account Manager
A dedicated account manager experienced in global IP transfers will be your single point of contact for all jurisdictions.
Indexed & accessible file wrappers
Patent file histories contain all the correspondence between the United States or any other patent office and the patent attorney or agent representing an inventor. A patent file history is often referred to as a patent file wrapper.
CPA Global’s office in Alexandria, VA is just blocks from the offices of the USPTO, and our employees are there every day, some full-time. In addition, our overseas offices in Europe and Asia and our extensive global network of knowledgeable local agents give us access to patent offices around the world. CPA Global’s researchers and analysts understand every detail involved in working with patent offices and with patent file histories. We know the specifics of patent prosecution and available file history coverage – in terms of both content and years – around the world.
The knowledge of CPA Global’s team allows us to meet your needs for global patent file histories with competitive pricing and unmatched customer service, quality, and speed. You’ll benefit from our expertise on every patent file history order.
We provide free estimates for all file history requests. The specific format and level of detail in our estimates may vary by country, based on the information available.
We keep our customers informed of the progress of every request.
We leverage all of our offices and our network of local agents to obtain valuable information to support unique requests.
We will investigate the availability of any file history in any country. Check out this list showing some of the countries for which our customers have ordered file histories. Don’t see the country you’re interested in? Ask us – if it’s available, we will get it for you.
We thoroughly research large requests, removing duplicate files and notifying customers of any unique circumstances regarding the files they ordered.
We work hand-in-hand with our experienced patent translation department to address any translation needs that arise.
We assemble patent file histories very carefully and check the accuracy of every page. We’ll notify you of missing papers or pages and direct your attention to important papers or attachments.
Our Web Wrapper® electronic patent file histories – the industry standard – are provided to you via email or web downloading as fully searchable PDFs with detailed bookmarks.
We provide English bookmarks for many of our non-U.S. file histories.
Our turnaround times are generally quicker than our competitors’ due to our extensive network of local agents and the expertise of our research analysts.
If your requested file is already part of our large, in-house collection of U.S. and non-U.S. electronic file histories, we can often deliver the file you need within minutes.