Upgrading to the full Tradespace IP Management System (IPMS)

Upgrading to the full Tradespace IP Management System (IPMS) turns Tradespace from a place to capture ideas into the system of record for your entire IP lifecycle. Customers gain:

1. Core IPMS: docketing, tasks, and portfolio management

• Central IP system of record for disclosures, applications, patents, and related agreements

• Docketing and task management across the portfolio (deadlines, reminders, workflows)

• Portfolio tracking and reporting so teams can see status, ownership, and history in one place

• Agreement management

💡 Outcome: Everyone is working from the same, up‑to‑date IP data instead of spreadsheets or multiple tools.

2. Finance module for IP and commercialization

• Financial tracking for IP: spend, invoices, and payments tied to disclosures, patents, and agreements

• Support for annuities and maintenance fees (in coordination with annuities management below)

• Better visibility into ROI at the level of portfolios, programs, or individual assets

💡 Outcome: You can treat IP as a financial asset class, not just a legal record.

3. Integrated compliance and office connections

• iEdison integration so government‑funded inventions can be pushed from Tradespace into iEdison once the integration is active for your org

• USPTO Patent Center integration (COMING SOON) to connect filing and prosecution data with your portfolio in Tradespace

💡 Outcome: Less swivel‑chairing between systems; compliance events and filings stay connected to your IP records.

4. Annuities management and maintenance fee automation

• Annuities and maintenance fee management via integration with Hexos IP: U.S. and international payment workflows and status surfaced directly in Tradespace

• Consolidated view of upcoming fees and obligations across the portfolio

💡 Outcome: Reduced risk of missed payments and better control over long‑term portfolio cost.

Note: There is add-on pricing to have this included.

5. Unified, end‑to‑end IP workspace

• End‑to‑end coverage from disclosure intake, through filing and prosecution, to licensing and commercialization, in one system

• Data migration from your legacy IPMS so historical cases, docket events, and agreements are brought into Tradespace as part of implementation

• Configurable workflows and forms matched to your current processes, instead of forcing you into a rigid template

💡 Outcome: A modern IPMS that combines AI‑native tooling with the controls, data, and workflows teams expect from a system of record.