Automating IP Management:
Live Demo

March 25th, 2026

New York, NY

Reserve your spot today

Event Details

Date: Wednesday, March 25, 2026

Location: Park Hyatt – 153 W 57th St, New York, NY 10019

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

How CPI Solves Common IP Pain Points

Automating IP Operations

Manual docketing and task updates consume time better spent elsewhere. CPI replaces repetitive effort with system-driven automation across everyday IP operations.

System-driven docketing based on trusted global PTO data
Customizable workflows that bring consistency to recurring activities

Improving Data Reliability

Unreliable records slow planning and increase risk. CPI strengthens portfolio data by continuously integrating and validating public records.

More complete and standardized patent and trademark data
Greater assurance during audits, renewals, and reporting

One Portfolio,
One View

When information lives in multiple places, oversight suffers. CPI centralizes portfolio data to make monitoring easier and more transparent.

Real-time dashboards and flexible reporting
Better visibility into deadlines, workloads, and cost trends

Renewals and Annuities Made Manageable

Handling renewals across jurisdictions introduces complexity. CPI simplifies annuities and renewals through centralized automation.

Unified annuity and renewal management
Lower risk of missed deadlines and reactive fixes

Tools That Support Better Decisions

Strategic IP decisions rely on timely, accurate insight. CPI brings decision-support capabilities into a single platform.

Clearance, IDS management, foreign filing, and due diligence tools
Integrated patent watch, global search, and competitive intelligence

Integrated Document Management

Keeping documents outside the IP system adds unnecessary steps. CPI embeds document management into everyday IP work.

Support for documents, IDS, and prior art management
Direct integration with DocuSign and SharePoint

Can’t Make It? Schedule a Virtual Demo.

If you’re unable to attend one of our in-person demos, a virtual CPI demo offers a convenient way to see how our IP management systems support scalable workflows, reliable data, and smarter patent and trademark management.