Smarter IP Operations:
Live Demo

March 19th, 2026

San Francisco, CA

Reserve your spot today

Event Details

Date: Thursday, March 19, 2026

Location: The Clift Royal Sonesta Hotel – 495 Geary Street, San Francisco, CA 94102

Agenda

9:00 – 9:30 a.m. Coffee & Continental Breakfast
9:30 – 10:15 a.m. Demonstration I
10:15 – 10:45 a.m. Break
10:45 – 11:30 a.m. Demonstration II

Ahead The 49th IP Institute, CPI is hosting a focused IP management systems demonstration for teams navigating the same challenges shaping the conversations at this year’s conference—growing portfolios, rising complexity, and increasing expectations around accuracy, compliance, and strategic insight.

Set in a city known for innovation, technology, and legal leadership, this session is designed for IP professionals who want operational systems that keep pace with modern IP practice.

How CPI Solves Common IP Pain Points

Reducing Manual Work

As IP law and technology converge, manual processes create unnecessary risk. CPI replaces spreadsheets and disconnected tools with structured automation.

Automatic docketing using authoritative global patent and trademark office data
Workflow automation that standardizes routine IP tasks

Improving Data Confidence

Accurate data underpins litigation, licensing, and reporting decisions. CPI continuously integrates and validates public data sources.

More complete, up-to-date patent and trademark records
Greater confidence during audits, renewals, and reviews

Centralizing Portfolio Visibility

Disconnected systems limit insight. CPI brings portfolio data together in one platform.

Real-time reporting and dashboards
Better insight into deadlines, workload, and cost

Simplifying Renewals and Annuities

Global renewals and annuities should be predictable. CPI centralizes maintenance across jurisdictions.

Automated annuity and renewal management
Fewer surprises and manual checks

Supporting Better IP Decisions

Key IP decisions depend on timely, connected information. CPI embeds decision-support tools directly into IP workflows.

Clearance, disclosure, foreign filing, and due diligence tools
Patent watch, competitive intelligence, and global search

Connecting Documents

Documentation and approvals move faster when they are part of the workflow.

Document and form management, including IDS and prior art
Seamless integration with DocuSign and SharePoint

Can’t Join Us In Person? See CPI on Your Schedule

You don’t need to attend an on-site demo to see how CPI can support your IP operations. Schedule a personalized virtual walkthrough to see how we help teams manage growing portfolios, automate routine work, and gain reliable visibility into their IP data.