Disclosures with gaps
Inventor names, prior art and the date of first public disclosure missing from a Word template.
Client portal for IP lawyers
Confidential inventions, kept out of the inbox
Receive invention disclosures, get NDAs signed, share portfolios in data rooms and keep clients updated on each patent and trademark filing.
14-day free trial · No credit card · Clients are always free
Inventions travel by email far too often.Sometimes before anyone has signed an NDA.
Files that travel further than planned
Drawings and specifications forwarded to people who never signed the NDA.
Deadlines clients don’t see coming
Office actions and renewal dates explained in long emails that clients skim.
From idea to registration
Your IP workflow, in one portal
Every disclosure, agreement, filing update and shared portfolio sits in one place your clients and their inventors can reach.
Invention disclosure forms that ask the right follow-ups
Capture the inventors, the problem solved, known prior art and any public disclosure, with drawings attached to the form.
- File upload fields for drawings and specifications
- Repeating sections for each inventor
- Comment on an answer to ask for more detail
NDAs signed before anything is shared
Send an NDA for e-signature, or put a data room behind your NDA so nobody opens a file without accepting it first.
- Signing certificate with time stamps and IP addresses
- An NDA template supplied for data rooms
- A register of every signed NDA
Filing strategy and fees approved online
Set out the jurisdictions, official fees and professional fees in one document, and let the client approve it in their portal.
- Pricing tables with tax and discounts
- Diagrams and images to explain the strategy
- Approval logged with time and IP address
Every application on a milestone board
Track searches, filing, examination, office actions and registration, and notify the client as each step moves.
- Due dates and an assignee for each step
- Checklists from templates for patents and trademarks
- Comments and attachments on each milestone
Data rooms for licensing and due diligence
Share a patent portfolio with investors, licensees or buyers in a room you control, and see who opened what.
- Folder access by user group
- Watermarks and downloads off for each file
- Activity feed of every preview and download
For IP practices
Made for work that has to stay confidential
Office actions shared securely
Publish examination reports and responses to the client’s folder, and choose whether they can be downloaded.
See who opened what
The activity feed shows when each file is opened, previewed or downloaded.
New marks, new requests
Clients ask for a trademark search or a new filing through a service request you can assign and track.
Inventors and in-house counsel together
Add every inventor and the client’s legal contact to one client, with a primary contact for notices.
Official and professional fees billed
Invoice through your own Stripe account with line items and tax, and let clients pay by card.
The process, explained
Publish guides on what happens after filing, how examination works and what renewals cost.
Data rooms
Share the portfolio without losing track of it
Watermark technical drawings and claim charts with your own text, switch downloads off where it matters, and let visitors in only after they accept your NDA.
- Default watermark reads “Private & Confidential”, applied to PDFs and images
- Room password and optional email requirement on the link
- Disable a user the moment a deal falls through
- Signed-NDA register with names, emails and IP addresses
Other industries
Portalstack for other professions
FAQ
Questions from IP lawyers
Can I require an NDA before someone sees invention documents?
Yes. Data rooms, on the Premium plan, can be gated behind your NDA, with optional e-signature and a downloadable register of every signed NDA. For a one-off agreement, send the NDA for e-signature on any plan.
Can I stop people downloading sensitive files?
You can switch downloads off for each file in client folders and data rooms. That doesn’t stop someone taking a screenshot, so in data rooms you can also watermark PDFs and images, and the activity feed records every preview.
Can Portalstack track my filing deadlines?
Milestones have due dates and assignees, and clients can be notified when one moves. Portalstack doesn’t calculate statutory deadlines or replace your docketing system.
Can clients upload large drawings or models?
Clients can upload files of up to 50 MB each, which covers most drawings, specifications and PDFs. Paid plans include 100 GB of storage.
Do inventors need their own login?
They can have one. Add each inventor as a user on the client, and they sign in with a one-time code by SMS or email.
Get started
Bring your next disclosure into the portal
Set up your disclosure form and NDA, add your branding and invite your first client. Every feature is included in the 14-day trial.
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