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
- GFWTM 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.