Inteum

Open Inteum on a Monday morning and move from idea intake to invoices without leaving one screen. Start with new disclosures: route inventors to the web portal, collect required fields, and auto-attach their files as they submit. Convert a submission into a case in seconds—assign owners, link inventors and external counsel, and add patent families, sponsors, or projects from the same view. Drag in prior art, correspondence, and meeting notes; Inteum indexes everything so you can find it later. Set due dates for reviews and committee meetings, and let the system create reminders so you never chase a deadline by email again.

Turn a case into agreements and money flows with a few clicks. Build a license, define milestones, obligations, and revenue shares, then generate invoices on your schedule. As payments arrive, reconcile them to the right contract and automatically allocate distributions to inventors or departments. Track outside counsel invoices and prosecution costs in one ledger, categorize spend by matter or jurisdiction, and surface overruns before they happen. Use role-based access so finance can post payments while legal controls terms and documents. Keep every amendment, SOW, and certificate linked to the agreement so audits are one search away.

Stay on top of the whole portfolio from dashboards tailored to your job. View asset counts by stage and country, renewal calendars, workload by assignee, and real-time revenue and expense trends. Build ad hoc reports without SQL: pivot by unit, technology area, or market; filter by funding source or regulatory status; export clean summaries for leadership. Pull in data from ERP, HR, and patent office feeds, or capture details from uploaded forms with automated extraction. Keep compliance tight with activity logs, completion tracking for required reviews, and alerts for expirations and obligations. Encryption, backups, and restore options keep sensitive records protected, while replication improves access for distributed teams.

Set up fast and safely. Map legacy fields to Inteum during migration, use match-and-merge to deduplicate people and organizations, and archive historical documents you must retain but rarely touch. Configure pages to show only what a role needs, add required fields, and automate routine steps like sending review requests or creating docket entries. Switch the interface language instantly, or define your own terminology through the content manager; your choices flow through forms, portals, and reports. The Minute module is fully configurable, so you can adapt screens, notifications, and analytics to mirror your process—not the other way around.