At IP Pilot, we’re thrilled to introduce IP Pilot Pro – the extended version of our app that’s designed to supercharge your business growth. Packed with cutting-edge features, IP Pilot Pro empowers you and your team to make smarter, faster, and more informed decisions that drive success.
With IP Pilot Pro, you’ll unlock an array of powerful tools to fuel your business development, backed by data-driven insights and analytics. All our features are designed to MAKE LIFE EASIER, DIVE DEEPER, and CONNECT
Ready to take your business to the next level? Scroll down to discover the exciting new features waiting for you in IP Pilot Pro!
Make Life Easier: Save time and resources with IP Pilot doing the work for you
Make Life Easier: Save time and resources with IP Pilot doing the work for youCustom View
WHAT
Allows users to create a personalized dashboard within the Entity Profile, displaying the most relevant charts and information in a new tab.
WHY
Useful to avoid clicking and switching between tabs on the same profile
HOW
- Go to profiles and click on tab menu to create a new Custom View
- Select the charts to be added to the view
WHAT
Allows a grouped view of the portfolios of all connected entities at once.
WHY
Useful to avoid selecting various companies of the same group one by one, or missing an entity.
HOW
- Switch to group view in the sidebar
- Start an entity search on applicants
- On the name search, now grouped entities will be listed as their group name only
WHAT
Part of the Search feature that provides a detailed list of filings related to the search previously stated.
WHY
Useful if you want to get details on filings for multiple entities at once, e.g. PCTs from Korea close to deadline.
HOW
-
Fill the form and run any search on the Search feature
- Switch results to “Filing View”
WHAT
Users can match entities from an Excel list against our database and provide specified information/fields for all entities in the list.
WHY
Instead of visiting profiles one by one, get the same information for various entities
HOW
-
Upload a list of applicants or firms or attorneys
- Check results of matching
- Select which information to fetch for all entities, e.g. no. of filings, top partners, etc.
WHAT
Allows users to analyze and contrast two entities side-by-side using customizable charts tailored to specific comparison criteria.
WHY
To make informed decision-making by analyzing key similarities and differences among entities.
HOW
-
Select either applicants or law firms
- Enter names of entities on both sides
- Select the charts to compare and hit search
WHAT
Gives you an immediate overview of similar firms or applicants.
WHY
Similar Entities help to identify alternative law firms/client to consider working with. It can also help to identify competitors.
HOW
-
Enter any applicant or law firm
- Add constraints, for example for countries
- Retrieve a list of similar entities and check the subcategories to understand why entities are considered to be similar
WHAT
Allows you to identify mutual partners and clients shared between two entities.
WHY
Discover new opportunities and business relationships. Firms current partners/clients can act as intermediaries, making introductions to entities with whom they already collaborate.
HOW
-
Enter any target applicant/firm as Entity A and yourself as Entity B
- Add constraints if needed
- Retrieve list of entities that both parties work with
WHAT
Identifies technical overlap, white spots, and fields with or without potential conflicts of interest between your firm, and another firm or applicant.
WHY
The feature helps to identify areas in which technological competences overlap. It can either be used to identify potential conflict of interests or overlaps in expertise.
HOW
-
Enter any two applicants or law firms
- See overlaps in technical areas and IPCs
- Identify clients in the overlapping fields
WHAT
Provides an overview of three key features from the broader Insights Section: Similar Entities, Network Overlap, and Tech Overlap. These tools offer valuable insights into connections, relationships, and case gaps between entities.
WHY
The Insights tabs simplify access to the 3 features and give users direct insights without filling out the form (separately).
HOW
-
On any profile, switch to the Insights tabs.
- If applicable, specify the firm to compare against.
- Switch to the actual feature (or Compare Entities) for more specific and filtered results.
WHAT
A highly flexible interface to define and build your own charts based on your firms needs.
WHY
Designed to enhance data visualization, this feature empowers users to present complex data in alignment with their goals, supporting informed decision-making and strategic planning.
HOW
-
Choose the visualization method
- Select the data fields
- Select constraints
- Retrieve charts on the data requested
WHAT
Provides a complete and organized view of an attorney’s profile, including filing stats, contact details and links to LinkedIn profiles.
WHY
To allow users to investigate and contact relevant people to meet.
HOW
-
As for applicants and law firms, simply enter any name in the entity search
- Load the profile
WHAT
Get details like addresses, LinkedIn profiles, website links for law firms as well as applicants. Also see connected entities.
WHY
To identify key contact details for networking, partnerships, and business development.
HOW
-
Load any profile
- Switch to the “About” tab
WHAT
Transfer information from IP Pilot directly to your CRM.
WHY
To simplify extraction of information, allowing to add entities from IP Pilot to CRMs.
HOW
-
Set up the connection in the IP Pilot Settings
- Specify the information to be transferred
- Transfer information by clicking “Push to CRM”
- Decide on how to handle conflicting information (if any exist)
WHAT
WHY
HOW
Allows users to create a personalized dashboard within the Entity Profile, displaying the most relevant charts and information in a new tab. The Custom View feature
Useful to avoid clicking and switching between tabs on the same profile
- Go to profiles and click on tab menu to create a new Custom View
- Select the charts to be added to the view
Entity Grouping
WHAT
WHY
HOW
Allows a grouped view of the portfolios of all connected entities at once. The Entity Grouping feature
Useful to avoid selecting various companies of the same group one by one, or missing an entity.
-
Switch to group view in the sidebar
- Start an entity search on applicants
- On the name search, now grouped entities will be listed as their group name only
Filing View
WHAT
WHY
HOW
Part of the Search feature that provides a detailed list of filings related to the search previously stated.
Useful if you want to get details on filings for multiple entities at once, e.g. PCTs from Korea close to deadline.
-
Fill the form and run any search on the Search feature
- Switch results to “Filing View”
Excel Autofill
WHAT
WHY
HOW
Allows users to match entities from an Excel list against our database and provide specified information/fields for all entities in the list.
Instead of visiting profiles one by one, get the same information for various entities
-
Upload a list of applicants or firms or attorneys
- Check results of matching
- Select which information to fetch for all entities, e.g. no. of filings, top partners, etc.
Compare Entities
WHAT
WHY
HOW
Allows users to analyze and contrast two entities side-by-side using customizable charts tailored to specific comparison criteria.
To make informed decision-making by analyzing key similarities and differences among entities.
-
Select either applicants or law firms
- Enter names of entities on both sides
- Select the charts to compare and hit search
Dive Deeper: A powerful set of features built using advanced big-data analysis
Dive Deeper: A powerful set of features built using advanced big-data analysisSimilar Entities
WHAT
WHY
HOW
Gives users an immediate overview of similar firms or applicants. The Similar Entities featureThe Similar Entities feature
Similar Entities help to identify alternative law firms/client to consider working with. It can also help to identify competitors.
-
Enter any applicant or law firm
- Add constraints, for example for countries
- Retrieve a list of similar entities and check the subcategories to understand why entities are considered to be similar
Network Overlap
WHAT
WHY
HOW
Allows users to identify mutual partners and clients shared between two entities. The Network Overlap feature
Discover new opportunities and business relationships. Firms current partners/clients can act as intermediaries, making introductions to entities with whom they already collaborate.
-
Enter any target applicant/firm as Entity A and yourself as Entity B
- Add constraints if needed
- Retrieve list of entities that both parties work with
Tech Overlap
WHAT
WHY
HOW
Identifies technical overlap, white spots, and fields with or without potential conflicts of interest between your firm, and another firm or applicant.
The feature helps to identify areas in which technological competences overlap. It can either be used to identify potential conflict of interests or overlaps in expertise.
-
Enter any two applicants or law firms
- See overlaps in technical areas and IPCs
- Identify clients in the overlapping fields
Insights Tab
WHAT
WHY
HOW
Provides an overview of three key features from the broader Insights Section: Similar Entities, Network Overlap, and Tech Overlap. These tools offer valuable insights into connections, relationships, and case gaps between entities.
The Insights tabs simplify access to the 3 features and give users direct insights without filling out the form (separately).
- On any profile, switch to the Insights tabs.
-
If applicable, specify the firm to compare against.
- Switch to the actual feature (or Compare Entities) for more specific and filtered results.
Custom Charts
WHAT
WHY
HOW
A highly flexible interface to define and build your own charts based on your firms needs. The Custom Charts feature is
Designed to enhance data visualization, this feature empowers users to present complex data in alignment with their goals, supporting informed decision-making and strategic planning.
-
Choose the visualization method
- Select the data fields
- Select constraints
- Retrieve charts on the data requested
Connect: Have easy access to contact details of firms and attorneys
Connect: Have easy access to contact details of firms and attorneysAttorney Profiles
WHAT
WHY
HOW
Provides a complete and organized view of an attorney’s profile, including filing stats, contact details and links to LinkedIn profiles. The Attorney’s profile feature
To allow users to investigate and contact relevant people to meet.
- As for applicants and law firms, simply enter any name in the entity search
- Load the profile
About Tab
WHAT
WHY
HOW
Get details like addresses, LinkedIn profiles, website links for law firms as well as applicants. Also see connected entities.
To identify key contact details for networking, partnerships, and business development.
-
Load any profile
- Switch to the “About” tab
Push to CRM (coming soon)
WHAT
WHY
HOW
Transfer information from IP Pilot directly to your CRM.
To simplify extraction of information, allowing to add entities from IP Pilot to CRMs.
-
Set up the connection in the IP Pilot Settings
- Specify the information to be transferred
- Transfer information by clicking “Push to CRM”
- Decide on how to handle conflicting information (if any exist)
