Professional Services

Your Success is Our Success.

Our focus on client success drives every interaction, and it doesn’t go unnoticed. All our subscription customers are provided onboarding and educational resources to help with the   implementation and adoption of our products, across entire teams and departments. 

We also provide professional services for customers needing additional resources to meet their desired outcomes, whether that means additional onboarding support or consulting with specific adoption initiatives, on a per-project basis. These include:

Onsite Training

We understand that sometimes it’s best to train in-person with a consultant. That’s why we offer individual one-one-one or group training at the location of your choosing. We’d also be happy to host training sessions at our corporate office in Austin, TX. 

IP Maturity Assessment

This workshop helps organizations optimize and mature their processes across the IP lifecycle in the effort to capture the full value of their intellectual property.

You’ll create a roadmap to meet future IP maturity goals, while gaining a better understanding of your organization’s IP management capabilities. Learn more about this in-depth services offering.

PortfolioIQ Enablement

PortfolioIQ is a feature within Advanced Analysis that enables customers to merge their private internal information with publicly available patent data. Customers can manage this process independently through the field definition and permissions areas.

Many companies we work with have massive data sets and require assistance to not only upload the data, but also to confirm that the matching of data has been applied directly (i.e. internal data may have been incorrectly assigned to the wrong patent). Our offering includes analysis of your private data, consulting on options, data upload, training, and ongoing support, if requested.

Please contact your Client Success Manager directly if you would like to pursue any of these professional services options.