WHAT

WHY

HOW

Allows users to create a personalized dashboard within the Entity Profile, displaying selected relevant charts and information for every entity in a separate tab.

Useful to avoid clicking and switching between tabs on the same profile. Every profile can be loaded with its Custom View and then shows the stored selection of charts.

• Go to profiles and click on tab menu to create a new Custom View
• Select the charts to be added to the view
• Load Custom View on any profile you go to

WHAT

WHY

HOW

Corporate subsidiaries are now connected to their parent companies. The grouped view shows the portfolios of all connected entities at once.

Corporates might use different entities for their filings which makes portfolios incomplete. Entity Grouping is useful to avoid selecting various companies of the same group one by one.

• 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

WHY

HOW

Part of the Search feature, Filing View provides a detailed list of the underlying filings for any search you run. From there, you can also export the filing details.

Useful if you want to get details on filings for multiple entities at once, e.g. PCTs from any country like Korea close to deadline for national phase entry.

• Fill the form and run any search on the Search feature

• Switch results to “Filing View”

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 Excel list.

Instead of visiting profiles one by one to get revelant information, the feature allows to retrieve the same information for various entities in one attempt.

• 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

WHY

HOW

Allows users to analyze and contrast two or more entities side-by-side using customizable charts tailored to specific comparison criteria. All prodile charts are available.

To avoid loading several profiles on different browser tabs. 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

WHAT

WHY

HOW

Gives users an immediate overview of similar firms or applicants, based on multiple criteria such as technical, geographical or volume similarities.

Similar Entities help to identify alternative law firms/client to consider working with. It can also help to identify competitors, either regarding law firms or law firms‘ clients.

• 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

WHY

HOW

Allows users to identify mutual relationships (partners and clients) shared between their own firm and any other entity. Constraints can be applied to filter the selection.

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

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

WHAT

WHY

HOW

Provides an overview of three key features from the broader Insights Section. These tools offer valuable insights into connections, relationships, and case gaps between entities.

The Insights tabs simplify access to the 3 Insights features and give users direct insights without filling out the form on the separate feature.

• On any profile, switch to the Insights tabs.

• If applicable, specify the firm to compare against.

• Switch to the actual feature for more specific and filtered results.

WHAT

WHY

HOW

A highly flexible interface to define and build your own charts based on your firms needs, allowing you to go beyond the selection of charts we provide.

Designed to enhance data visualization, this feature empowers users to present complex data in alignment with their goals. Users are not limited to the standard charts anymore.

• Choose the visualization method

• Select the data fields
• Select constraints
• Retrieve charts on the data requested

WHAT

WHY

HOW

Provides a search functionality and a complete and organized view of an attorney’s profile, including filing stats, contact details and links to LinkedIn profiles.

To allow users to find and investigate the people within the entities in more detail, and contact relevant people to meet through the contact details we provide.

• As for applicants and law firms, simply enter any name in the entity search
• Load the profile
• Investigate information

WHAT

WHY

HOW

Get details like addresses, LinkedIn profiles, website links for law firms as well as applicants. Also see connected entities such as subsidiaries or parent companies.

To identify key contact details for networking, partnerships, and business development. No need to search on the web or databases of general data providers.

• Load any profile

• Switch to the “About” tab
• Investigate information

WHAT

WHY

HOW

Transfer information from IP Pilot directly to your CRM. We will support Hubspot, Salesforce and Microsoft Dynamics. More connections to be added in the future.

To simplify extraction of information, allowing to add entities from IP Pilot to CRMs. No need for manual copy and paste of data anymore. All handled automatically.

• 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)