The Complete Intellectual Property Management Platform

Symphony brings all aspects of IP management onto one stage.

From invention management, docketing, portfolio management to annuity payments, Symphony provides true end-to-end IAM solutions, so that you can manage your portfolio with ease.

Automated workflow management reduces errors and enhances efficiency
GFW^TM global prosecution data sync technology provides access to more than 75% of global patent prosecution data
Industry-leading security and reliability
Configurable without IT support

INVENTION MANAGEMENT

Symphony makes invention submission and management easy for you and your inventors

Configurable invention disclosure forms, submission and status tracking
Automated workflows to facilitate review, approval, and drafting
Inventor award tracking and management

PORTFOLIO MANAGEMENT

Symphony gives you powerful and complete portfolio management

Current, correct, and complete patent information at your fingertips
Email and document management to organize all associated files and correspondences
Categorization and ranking to curate your assets

ANNUITY MANAGEMENT

Symphony gives you the most convenient, transparent and cost-effective annuity management solution

The latest status of fee payments and payment receipts is available at your fingertips
Operates on patent data that are always correct, current, and complete
Sophisticated annuity analytics allows you to make data-driven decisions

DOCKETING

Symphony docketing minimizes administrative efforts and reduces errors

Zero-touch auto-docketing automatically maintains your docket
MaxVal’s GFW technology enables automatic data synchronization with the world’s five largest patent offices
Curated and configurable docketing rules that are always up-to-date

FORECASTING AND ANALYTICS

Powerful forecasting and insightful analytics enables you to make informed decisions

Symphony rule-based expense forecasting engine uses your actual data to project expenses
Symphony prosecution analytics provides deep insights into your prosecution history

REPORTING

Quickly and effortlessly generate insightful reports to fulfill your and your executives’ needs

Access to over 60 curated and insightful reports
Easily create custom reports
Create and configure dashboards

Symphony runs on Salesforce

Symphony runs on Salesforce App Cloud, one of the most trusted enterprise cloud platforms in the world.

Secured – Industry-leading security trusted by leading government agencies and Fortune 500 companies

Easy – Easy to deploy: Up and running in days (not months). Easy to use: No training required. Easy to maintain: No IT support needed.