IP Pilot is a market intelligence platform for IP law firms. It is built on patent and trademark filing data combined with the representative information, making it possible to see who refers work to whom, in which direction, and in what volume.
See IP Pilot in action #
A short guided tour of how IP Pilot helps your firm find referral partners, analyze reciprocity, and prepare for BD meetings.
Watch The Full WalkthroughFirms use it to find and vet referral partners, to measure whether a relationship is reciprocal, to identify applicants already filing in their jurisdiction, and to prepare for business development meetings and conferences.
It is built for attorneys, business development managers, and partners at IP law firms. This page is the starting point. Watch the 15-minute tour, pick one of the five common use cases below, or go straight to a feature.
Use Cases #
Five common jobs, each with the steps to do it in IP Pilot.
Highlighted Features #
A curated set of the tools our customers rely on most.
Frequently Asked Questions #
Frequently Asked Questions #
General Questions #
What is IP Pilot and who is it for?
IP Pilot is a market intelligence platform for IP law firms. It is built on patent and trademark filing data combined with the representative named on each application, which is what makes it possible to see who refers work to whom across jurisdictions.
Firms use it to find and vet referral partners, to measure whether a relationship is reciprocal, to identify applicants already filing in their jurisdiction, and to prepare for business development meetings and conferences.
It is built for partners and business development managers at IP law firms. For what the underlying data covers, see Data and Coverage.
How does IP Pilot find referral partners?
From the agent data on patent and trademark filings. Every application names the firm that handled it, so IP Pilot can reconstruct which firms send work to which others, in which direction, and in what volume.
There are two ways to find them. Search builds a list from a market you describe, for example firms in one country sending cases to firms filing at your own authority. On a single firm, the Case Exchange tab shows its Important Partners, with the cases sent to and received from each one.
The Presumed Decision Maker filter matters here. A partner network mixes work the firm placed itself with work its clients directed, and only the first is a referral the firm controls.
The result is a shortlist to check, not a recommendation. For the full workflow, see Build partnerships.
Can I analyze more than one firm at a time?
Yes, in three ways, and they answer different questions.
Tick several firms in the Law Firms name search and they load as one combined profile, with their filings, partners and clients added together. This is the right choice for several offices trading under one brand, and it is available on every version.
Compare Entities keeps them apart instead. Each firm or group holds its own column, drawn on the same year range and the same filters, and Compare more + adds another. Pro only. See Compare Entities.
Network Overlap answers a narrower question: which partners and clients two firms already have in common. Also Pro.
For the same data points across a long list, up to 1,000 firms in one run, use Excel Autofill rather than reading profiles one at a time.
Is my firm’s data kept private and secure?
Two things are worth separating: the data IP Pilot analyzes, and the data you add to it.
The analysis is built from published patent and trademark filing data and other public sources. IP Pilot does not take in your docketing system or your client records, so nothing confidential to your firm enters it. See Data and Coverage.
What you add is scoped by you. Dashboards are private to you and cannot be shared. A note saved as Personal stays with you, while one saved as Organization is visible to colleagues at your firm. Push to CRM writes only the fields you have mapped, and only after you approve each push.
How do I get started with IP Pilot?
Start with What Is IP Pilot?, which sets out what the platform is built on and what it can answer. Then read Navigating the App for the controls every screen shares: the year type, the year range and the filter bar.
From there the Use Cases articles walk through complete jobs, from finding referral partners to preparing for a conference.
