| name | ip-portfolio-summary |
| title | IP Portfolio Summary |
| description | Summarizes and analyzes a U.S. corporate IP portfolio covering patents, trademarks, copyrights, and trade secrets. Use when conducting an IP audit, due diligence review, M&A assessment, licensing strategy, executive briefing, or portfolio optimization. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/ip-portfolio-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | ip |
| language | en |
IP Portfolio Summary
Produces a structured IP portfolio summary with inventory, status tracking, strategic analysis, and action items for executive and legal decision-making.
Prerequisites
Gather before starting:
- Source materials — patent docket, trademark docket, copyright records, trade secret inventories, licensing agreements, prior IP audits
- Business context — current products/services, planned markets, strategic priorities
- Jurisdiction scope — confirm U.S.-only or whether to include foreign portfolios
Quick Start
- Collect and validate source documents
- Build the portfolio inventory tables (section 2 below)
- Populate the deadline tracker
- Draft strategic analysis and risk assessment
- Produce prioritized action items
- Mark report Privileged & Confidential / Attorney Work Product when applicable
Output Structure
1. Executive Summary
- Total counts by asset type and status
- Top 5 strategically critical assets
- Key deadlines in next 6–12 months
- Immediate risks and opportunities
2. Portfolio Inventory
Patents
| Asset ID | Title | Jurisdiction | Filing / Grant / Expiration | Status | Inventors | Tech Area | Product Link | Strategic Value |
|---|
Trademarks
| Mark | Type | Jurisdiction | App/Reg No. | Filing / Reg / Renewal | Classes | Status | Brand Importance | Enforcement Notes |
|---|
Copyrights
| Work | Type | Reg No. / Date | Author/Owner | Term | Status | Commercial Use | Registration Gap |
|---|
Trade Secrets
| Asset | Description | Business Owner | Protection Measures | Access Controls | Risk Level | Core Product Link |
|---|
3. Deadline Tracker
