Automating IP Management: </brLive Demo

March 26th, 2026

Boston, MA

Reserve your spot today

Event Details

Date: Thursday, March 26, 2026

Location: Boston Harbor Hotel – 70 Rowes Wharf, Boston, MA 02110

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

Streamlining Everyday Tasks

Routine activities like docketing and task tracking often require unnecessary manual effort. CPI reduces that burden by automating foundational IP processes.

System-driven docketing based on official global PTO data
Configurable workflows that standardize recurring tasks

Strengthening Data Reliability

When records are incomplete or inconsistent, planning becomes difficult. CPI continuously enhances data accuracy by integrating and validating public data sources.

More consistent, well-populated patent and trademark records
Improved confidence during audits, renewals, and reporting cycles

Centralizing Portfolio Visibility

Scattered information makes it hard to see the full picture. CPI brings portfolio data into a single system to support clearer monitoring and oversight.

Live dashboards and reporting tools
Clearer understanding of deadlines, workload, and cost drivers

Simplifying Renewals and Annuities

Multi-jurisdictional renewals can be complex and time-consuming. CPI simplifies this work through centralized, automated processes.

Integrated annuity and renewal handling
Reduced risk of missed actions or last-minute corrections

Enabling Informed IP Decisions

Important IP decisions depend on having the right information at the right time. CPI consolidates decision-support tools within the same platform.

Support for clearance, disclosure management, foreign filing, and due diligence
Built-in patent watch, competitive intelligence, and global search tools

Integrating Documents and Collaboration

Managing documents outside of IP systems creates inefficiencies. CPI embeds document handling directly into IP workflows.

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

Get a Closer Look at CPI—Virtually!

If your portfolio is expanding and current tools are falling short, a virtual demo can help you see what’s possible with CPI. We’ll show how our systems scale with your needs, improve data reliability, and support smarter patent and trademark management.