Independent Patent Audit Service

When Accuracy Matters, Audit with Confidence.

Smarter IP Decisions Start with Better Data

Whether you’re onboarding new assets, navigating a portfolio transition, or preparing for an acquisition, CPI’s Patent Audit Service delivers the clarity and control you need to manage your IP with confidence.

Backed by decades of experience and a proven blend of public patent office data and expert analyst review, our audits reduce risk, improve data integrity, and support smarter business decisions without requiring CPI’s management platform.

Because incomplete or inaccurate patent records can cause delays, lead to compliance issues, and disrupt deals, data accuracy is especially important during mergers, acquisitions, or client onboarding.

CPI’s independent audit service helps you uncover and resolve data gaps quickly, delivering clean, verified records essential for due diligence and valuation. With fast and cost-effective insights, you can move forward with certainty, no CPI system required.

Why Choose CPI for Patent Audits?

Trusted Expertise

Founded in 1968, CPI is the longest-serving provider in the IP management software industry. With over 25 years of experience auditing electronic public data, we bring deep institutional knowledge to every project.

Reliable, Verified Results

We combine public patent office data with expert analyst review across 100+ jurisdictions to deliver accurate, complete, and audit-ready records.

Transition-Ready Support

Whether you’re navigating a merger, acquisition, divestiture, or new client onboarding, our audits help you identify and resolve data issues before they disrupt your workflow.

Flexible and Scalable Audits

We support audits of any size, from a few hundred records to tens of thousands. Results are delivered in import-ready formats compatible with your existing IP systems.

Platform-Agnostic Service

You don’t need to use CPI’s IP management tools to benefit from our audit services. We work with any system and provide objective, independent analysis.

On-Demand Engagement

Our audit services are available when you need them—no subscriptions, no long-term contracts, and no platform commitment required.

Audit Options Built for Your Business

Standard Data Audit
Our standard audit checks all the core elements of your patent records including filing dates, statuses, application types, and more, using trusted public data. It’s a fast, cost-effective way to verify accuracy and stay ahead of compliance issues.

Custom Audit Requests
No two portfolios are the same. For high-stakes transitions or complex datasets, we tailor your audit to include ownership history, annuity status, patent family completeness, terminal disclaimers, and more. Our analyst-supported approach ensures you get exactly what your situation demands, nothing more, nothing less.

Patent Data Problems We Solve

Problem: Mergers, acquisitions, and new-client onboarding often expose gaps, inconsistencies, or outdated information in inherited IP portfolios, putting timelines and compliance at risk.
CPI’s Solution: CPI delivers clean, verified, and fully consolidated records to support smooth transitions, due diligence, and long-term portfolio integrity.

Problem: Missing application numbers, outdated ownership, or incorrect filing information can lead to legal exposure and operational delays.
CPI’s Solution: We audit your portfolio using public patent data and analyst review to identify and resolve discrepancies across all jurisdictions.

Problem: Outdated annuity records or misclassified statuses can result in unintended lapses, costly reinstatements, or loss of rights.
CPI’s Solution: We verify payment history, annuity status, and filing timelines, flagging issues before they become liabilities.

Problem: Inaccurate or unclear ownership and assignment history can complicate licensing, due diligence, or asset transfers.
CPI’s Solution: We confirm current ownership and track assignment history across jurisdictions to ensure legal clarity and control.

Problem: Manually reviewing large patent datasets slows productivity, increases risk of error, and often creates integration challenges.
CPI’s Solution: Our audits combine automation with human oversight, delivering accurate, import-ready results compatible with most IP systems.

Protect Your Portfolio with Confidence

Our Patent Audit Service is fully standalone, ensuring accurate renewals and clean records on its own. Pair it with our patent management and annuity systems to unlock deeper insight, automation, and portfolio control.

Real-Time Patent Management System

Sync annuity data with real-time portfolio updates to ensure alignment with your active filings.

Disclosure Management System

Link renewal planning to innovation timelines and invention decisions earlier in the IP lifecycle.

Foreign Filing Module

Coordinate international renewals with filing dates, deadlines, and jurisdiction-specific requirements.

Patent Cost Estimator

Project annuity fees alongside total lifecycle costs to improve IP budgeting and decision-making.

Patent Annuity Management

Combine your audit with CPI’s Patent Annuity Management for seamless renewal management and long-term portfolio protection.

Built-In API

Link legal actions to audit findings, data gaps, or portfolio maintenance issues.

Make Patent Data One Less Thing to Worry About

Whether you’re cleaning up legacy records, acquiring new portfolios, or preparing for due diligence, CPI’s Patent Audit Service gives you the data clarity you need. We help you identify and correct the issues that could slow down your team or derail your next big move.

Ready to Audit Smarter?

Don’t let data issues jeopardize your next IP milestone. With CPI, you’ll get fast, reliable audit results backed by decades of experience and global patent data access. Let’s turn messy records into actionable insight. Request a free quote to get a customized timeline and see how CPI can support your IP strategy with precision and speed.

FAQs

What is a patent annuity service?
A patent annuity service handles official renewal payments required to maintain patent rights in different jurisdictions.
We combine global data validation, local analyst support, a free review platform, and transparent billing—all with no hidden fees.
No. CPI’s annuity management integrates with any patent docketing system or platform you already use.
None. We don’t charge for setup, onboarding, or access to the platform—just the annuity service itself.

Very. We combine automated checks with in-country analyst reviews across 100+ jurisdictions.

Can my finance team access the invoices and reports?
Yes. We provide itemized invoices and budgeting tools that are finance-friendly and easy to export.
Our system sends automated reminders, and your dedicated CPI specialist will follow up with you to keep everything on track.
CPI’s systems are cloud-hosted and encrypted using enterprise-grade standards. We take IP data security seriously.
Yes, our platform supports grouping patents by family, region, or any custom filter for streamlined decision-making.
CPI’s audit-ready tools give you immediate access to full historical data, payment records, and decision logs.

Sign up for a personalized demo!

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