Trademark Management System

Smarter, faster trademark management at your fingertips.

Why Trademark Teams Trust CPI

Managing a trademark portfolio shouldn’t be complicated. CPI’s Trademark Management System makes it easy to manage your entire trademark portfolio with clarity and confidence. From automated docketing and seamless updates to efficient collaboration and customizable reporting, our platform helps legal teams, law firms, and brand owners stay on top of deadlines, data, and decisions without the stress.

Whether you’re a legal department, law firm, or brand owner, our cloud-hosted platform gives you the accuracy, automation, and support you need to stay ahead.

Because trademarks are business-critical—and so is how you manage them.
From clearance to renewal, CPI helps you organize, track, and protect your trademarks with less effort and more control.

Key Features That Simplify Trademark Oversight

Real-Time Dashboard & Analytics

See your entire trademark portfolio at a glance with visual dashboards, filing trends, and renewal insights you can actually use.

Automated Data Delivery

No more manual updates. Trademark office data, images, and documents flow straight into your CPI system and are automatically matched to the right records.

Reliable Data Accuracy

Your bibliographic data is automatically compared to official trademark office records, keeping your system clean, complete, and audit ready.

Custom Workflows and Integrations

Accelerate your processes with configurable workflows, Outlook calendar sync, DocuSign integration, and automated report scheduling.

Team Collaboration and Reporting Tools

Keep internal teams and external counsel aligned with permission-based access, correspondence tracking, and customizable reporting dashboards.

Searchable Document Management​

Store, generate, and manage all your trademark documents in one secure and centralized location.

Solve Trademark Portfolio Challenges with CPI

Problem: Manual tracking and decentralized systems lead to missed deadlines.
CPI’s Solution: CPI automates deadline calculations and alerts to keep you on track.

Problem: Inaccurate records can cause compliance issues and legal exposure.
CPI’s Solution: CPI syncs data with global trademark offices, ensuring unmatched accuracy.

Problem: Collaboration across legal, marketing, and external counsel is messy and fragmented.
CPI’s Solution: CPI centralizes communication with role-based access and real-time activity logs.

Problem: Routine tasks like docketing and data updates consume hours of productive time.
CPI’s Solution: AI-driven automation and auto-matching features slash administrative workloads.

Problem: Lack of clear insights hampers decision-making.
CPI’s Solution: CPI’s dashboard and analytics give instant insight into filings, renewals, and conflicts.

Scalable, Customizable Trademark Management

CPI’s Trademark Management System is designed to work seamlessly with your broader IP operations. Each connected capability helps extend your control, accuracy, and visibility across all related workflows, from filing and search to renewal and reporting.

Trademark Search Request

Streamline clearance workflows and store search data alongside your trademark records.

Trademark Cost Estimator

Forecast filing, maintenance, and opposition costs for better budget planning.

Trademark Renewal Management

Automate renewals, track jurisdictional deadlines, and maintain global compliance.

Real-Time Patent Management System

View patents and trademarks in one interface for unified portfolio management and brand protection.

Disclosure Management System

Capture and connect product or naming innovations that may influence trademark filings.

General Matters System

Use insights from product naming and brand strategies to support broader go-to-market clearance workflows.

Patent Annuity Management

Coordinate maintenance of related patents and trademarks to preserve long-term brand protection.

Patent Audit Service

Periodically review and clean trademark-related data to ensure accurate records and risk mitigation.

Full Trademark Oversight All in One Place

Trademark management should be straightforward. When your data is accurate, your team makes better decisions. When your system is easy to use, things just move faster. And with expert support always within reach, you never miss a beat.

CPI’s Trademark Management System brings all of this together so managing your portfolio feels simpler, smarter, and more in sync with how you work.

  • Automate updates and reduce manual workload
  • Ensure data accuracy across jurisdictions
  • Enable secure, streamlined collaboration
  • Gain insights with real-time analytics and reporting
  • Track renewals, filings, and oppositions in one interface

Ready to Streamline Your Trademark Portfolio?

Whether you’re overseeing thousands of trademarks or just getting started, CPI’s Trademark Management System helps you move with confidence and precision.

Dealing with missed deadlines or disorganized portfolios? Find out how CPI’s platform brings clarity and control to trademark management. Let’s walk you through it.

FAQs

What makes CPI’s Trademark Management System different?

CPI combines reliable trademark office integration, AI-powered automation, and unlimited support—all delivered through an intuitive, cloud-hosted platform.

All bibliographic and legal status data is synced directly from official trademark offices and continually validated, ensuring high accuracy and audit-readiness.

Yes, CPI supports global trademark data and deadlines with support for over 100 jurisdictions.
Absolutely. Our secure platform supports permission-based collaboration, correspondence tracking, and shared access for law firms, IP teams, and brand stakeholders.
Yes. You can create user-defined fields, custom workflows, and reporting dashboards to fit your organization’s exact needs.
What integrations does CPI offer?

CPI integrates with Microsoft Outlook, DocuSign, and existing systems through a built-in API.

Whether you’re onboarding new users or scaling up your portfolio, you get unlimited training and support from our in-house experts.
Yes, with built-in cost tracking tools, time logs, and a dynamic cost estimator module, budgeting becomes seamless.
Yes, the platform is cloud-hosted with enterprise-grade security protocols in place to safeguard your sensitive IP data.

Click here to book a personalized demo and see CPI’s Trademark Management System in action.

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Let us show you exactly how CPI can make IP management easier and more efficient for your organization.