IP Vault
MediumLegal · IP attorney, law firm, clients
Trademark and IP portfolio with renewal tracking.
Built in this build
- Portfolio view
- Renewal calendar
- Client status page
- Registrations and classes
- Renewal tasks
- Fee records
- Plain-language status summary for clients
- Renewal priority ranking
- Portfolio status summary
Vision (needs external services)
- Alert when renewal window nears
- Email notifications
- PDF portfolio report
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Portfolio view
- Renewal calendar
- Client status page
Admin modules
- Registrations and classes
- Renewal tasks
- Fee records
AI capabilities
- Plain-language status summary for clients
- Renewal priority ranking
Automations
- Alert when renewal window nears
Analytics & reports
- Portfolio status summary
Integrations
- Email notifications
- PDF portfolio report
Mobile
- Client mobile status view
Roles & permissions
- Attorney
- Assistant
- Client
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