Reports
Executive-Ready Patent Reports
Generate reports designed for executives, attorneys, finance teams, inventors, licensing professionals, and investors.
The problem
Stakeholders ask for decisions, not raw analytics dumps.
IP teams need consistent, evidence-backed reports that counsel, finance, and executives can act on.
Report categories
Portfolio Review Report
Structured portfolio posture and recommended next actions.
Maintenance Fee Report
Pay, review, or abandon framing with fee-window context.
Patent Valuation Report
Explainable PSRP ranges and category drivers.
Examiner Report
Prosecution patterns and strategy context for a given examiner.
Attorney Report
Counsel performance and staffing context.
Technology Report
Momentum, crowding, and white-space framing.
Company Brief
Organization posture and competitive patent context.
Product Intelligence Report
Patent-to-product hierarchy and coverage views.
Licensing Brief
Commercialization readiness and candidate shortlists.
Decision Memo
Executive-ready recommendation with rationale.
What outputs it produces
- Client-ready Decision Intelligence Reports
- PDF exports for leadership and counsel
- Shared methodology and evidence sections
Every report includes
- Evidence
- Methodology
- Supporting metrics
- Decision rationale
- Audit trail
- Export to PDF
Who it is for
- Executives
- Attorneys
- Finance teams
- Inventors
- Licensing professionals
- Investors
Why it matters
Reports turn patent intelligence into decisions stakeholders can review, share, and archive.
Sample report gallery
Every workspace generates reports you can review, share, and archive. Decision Intelligence Reports are evidence packages based on U.S. patent records and EPO-linked family data where available. Illustrative examples only. Sign in to generate reports on patents and counsel you are authorized to review.
Decision Brief
Flagship 2-page executive brief: recommended action, reasoning, commercial impact, supporting evidence, confidence, and next steps, ready to share with leadership.
US 10,123,456 · Illustrative maintenance gate
Decision Brief
Recommended action
Review Before Fee Decision
- · Reasoning & commercial impact
- · Supporting evidence
- · Confidence & next steps
- · Shared Decision Intelligence cover
Outside Counsel Review Report
Illustrative Prosecution Review output: an independent second review before filing. Includes missing arguments, estoppel risks, claim support, scope reduction, examiner response likelihood, and commercial impact.
US 17/884,201 · Final Rejection · Illustrative
Outside Counsel Review Report
Filing Readiness Score
85
- ✓ Arguments complete
- ✓ Claim support
- ⚠ Missing interview recommendation
- ⚠ Potential estoppel statement
Recommendation
Return to Counsel
Includes
- · Missing arguments
- · Estoppel risks
- · Claim support
- · Scope reduction
- · Examiner response likelihood
- · Commercial impact
Attorney Intelligence Report
Illustrative, anonymized profile from real prosecution records. Understand how counsel prosecutes, what happens after signed Office Action responses, which examiners they encounter, and which approaches appear most effective.
Counsel A · Northbridge LLP · Anonymized
Attorney Intelligence Report
- 119 responses signed
- Rejection overcome / maintained / allowed / RCE after response
- Examiner roster and compatibility
- Recommended prosecution and coaching playbook
Your docketing system tells you who handled the matter. IP Brainbox can help tell you what happened after they handled it.
Firm Intelligence
Illustrative, anonymized law-firm brief. Firm matter share is not wallet share. Peer firms are other correspondence names, not operating companies.
Northbridge IP LLP · Anonymized
Firm Intelligence
- Practice scale, client health, performance, market position
- Client book with firm matter share
- Peer-firm benchmarking
- Attorney bench and pitch team
Recommended samples by audience
| Prospect | Primary | Secondary | Optional follow-up |
|---|---|---|---|
| IP boutique | Attorney Intelligence | Examiner Intelligence | Portfolio Intelligence |
| Corporate IP | Product Intelligence | Attorney Intelligence | Business / Portfolio Intelligence |
| Tech transfer | Product Intelligence | Business Intelligence | Portfolio Intelligence |
| Patent monetization | Product Intelligence | Business Intelligence | Portfolio / Valuation |
| Prosecution-heavy firm | Attorney Intelligence | Examiner Intelligence | Prosecution Intelligence |
1. Evidence-aware valuation report
Executive Snapshot, category scores, peer context, claim-breadth indicators, Global Family Snapshot, Supplemental Evidence Coverage, and What Could Change This Value? These are the sections that make PSRP reports defensible in internal review.
US10,123,456 · Illustrative grant
Wireless power transfer system
Executive Snapshot · Patent Suggested Retail Price (PSRP)
PSRP
$485,000
Range $320,000 – $610,000
Peer percentile
62nd
of 847 comparable grants
Claim breadth
74/100
Legal strength category
Global Family Snapshot
4 jurisdictions · 8 family members · legal-status indicators for EP and JP counterparts
Supplemental Evidence Coverage
Moderate adjustment · industry demand and licensing history estimated by default
What Could Change This Value? Verified commercial mapping, licensing history, or product evidence may materially refine the estimate.
View Full Decision Package2. Maintenance decision matrix
Recommendation Matrix with MPS score, fee window, value-to-fee ratio, payment-supporting signals, review risks, Patent Lifecycle Timeline, and USPTO verification checklist.
MFA decision summary
Illustrative · not a live USPTO filing
MPS score
72
Value-to-fee ratio
8.2×
Next gate
7.5 year
| Signal | Result |
|---|---|
| Payment-supporting factors | 3 of 5 |
| Review risks | Low PSRP vs fee at gate |
| USPTO verification checklist | 2 items to confirm |
| Recommendation | Review |
3. Portfolio claim-aware decision table
Illustrative portfolio review
Claim breadth, PSRP, maintenance status, and Pay / Review / Abandon style recommendations
| Patent | Claim breadth | PSRP | Maintenance | Recommendation | Rationale |
|---|---|---|---|---|---|
| US X,XXX,XXX | 78 | $245,000 | 7.5-year fee due | Pay | Broad claims, strong citation profile, high competitor overlap |
| US Y,YYY,YYY | 42 | $38,000 | 11.5-year fee due | Review | Narrow claims, low market overlap, limited remaining term |
| US Z,ZZZ,ZZZ | 21 | $9,500 | 7.5-year fee due | Abandon candidate | Narrow claims, weak citation activity, no mapped business use |
4. Portfolio dashboard
Active assets
142
In review queue
28
Fees next 24 mo
$1.24M
Entry points to review queue, scenarios, and licensing prioritization appear from this hub in the live product.
5. Scenario studio output
Pruning comparison (illustrative)
6. CSV import & maintenance horizon
Import summary
portfolio_import_2026.csv · illustrative
48 patents added · 3 skipped (duplicates) · 2 errors
| Horizon | Assets | Est. fees |
|---|---|---|
| Next 90 days | 11 | $42,100 |
| 91–180 days | 19 | $68,400 |
Outputs are decision support. Pair with counsel and your own policies. Not legal, financial, or appraisal advice.