ip-portfolio

name

ip-portfolio

description

Full IP management pipeline for intellectual property portfolio management where an agent team collaborates to generate IP status analysis, patent/trademark/copyright mapping, renewal schedules, license strategies, and protection strategy reports. Use this skill for requests such as 'manage IP portfolio', 'patent portfolio analysis', 'trademark management', 'develop IP strategy', 'patent renewal schedule', 'license strategy', 'IP protection strategy', 'intellectual property status analysis', 'create a patent map', 'trade secret management', and other intellectual property management tasks. Also supports analysis of specific IP types (patents/trademarks/copyrights) or updating existing portfolios. However, actual patent application drafting (use patent-drafter skill), patent office electronic filing, legal opinion writing, and litigation representation are outside the scope of this skill.

IP Portfolio — Intellectual Property Portfolio Management Full Pipeline

An agent team collaborates to generate IP status analysis, asset mapping, renewal schedules, license strategies, and protection strategy reports.

Execution Mode

Agent Team — 5 members communicate directly via SendMessage and cross-validate each other's work.

Agent Roster

Agent	File	Role	Type
ip-analyst	.claude/agents/ip-analyst.md	IP status assessment, value evaluation, portfolio mapping	general-purpose
patent-mapper	.claude/agents/patent-mapper.md	Patent/trademark/copyright classification, rights scope mapping	general-purpose
renewal-scheduler	.claude/agents/renewal-scheduler.md	Renewal deadlines, cost calculation, retention/abandonment	general-purpose
license-strategist	.claude/agents/license-strategist.md	Monetization, cross-licensing, open source	general-purpose
protection-advisor	.claude/agents/protection-advisor.md	Infringement response, defense strategy, protection report	general-purpose

Workflow

Phase 1: Preparation (Performed Directly by Orchestrator)

1. Extract from user input:
   • Company Information: Company name, industry, size
   • IP Information (optional): IP list, registration numbers, filing status
   • Areas of Interest (optional): Specific technology domains, specific IP types
   • Objectives (optional): Monetization, enhanced protection, cost optimization, dispute preparedness
   • Existing Materials (optional): IP register, license agreements, dispute history
2. Create the _workspace/ directory at the project root
3. Organize the input and save it as _workspace/00_input.md
4. If existing files are provided, copy them to _workspace/ and use as reference materials
5. Determine the execution mode based on the scope of the request

Phase 2: Team Assembly and Execution

Order	Task	Owner	Dependencies	Deliverable
1	IP Status Analysis	analyst	None	_workspace/01_ip_analysis.md
2	IP Asset Mapping	mapper	Task 1	_workspace/02_ip_map.md
3a	Renewal Schedule	scheduler	Tasks 1, 2	_workspace/03_renewal_schedule.md
3b	License Strategy	license	Tasks 1, 2	_workspace/04_license_strategy.md
4	Protection Strategy Report	protection	Tasks 1, 2, 3a, 3b	_workspace/05_protection_report.md
5	Integrated Review	orchestrator	All	_workspace/06_review_report.md

Tasks 3a (Renewal) and 3b (License) run in parallel. Both depend only on Tasks 1 and 2.

Inter-Agent Communication Flow:

• analyst completes -> delivers inventory and classification to mapper, ratings to scheduler, monetization candidates to license, core IP and threats to protection
• mapper completes -> delivers registration/expiration dates to scheduler, rights scope to license, claims analysis to protection
• scheduler <-> license: Cross-verify which abandonment candidates are still licensable
• protection synthesizes everything into the final protection strategy

Phase 3: Integration and Final Deliverables

1. Verify consistency across all files in _workspace/
2. Detect discrepancies across valuation, renewal strategy, licensing, and protection
3. Generate the integrated review report
4. Report the final summary to the user

Execution Modes by Scope

User Request Pattern	Execution Mode	Agents Deployed
"Manage my IP portfolio"	Full Pipeline	All 5 agents
"Analyze patent status"	Analysis Mode	analyst + mapper
"Organize IP renewal schedule"	Renewal Mode	analyst + mapper + scheduler
"Develop a licensing strategy"	License Mode	analyst + license
"Develop IP protection strategy"	Protection Mode	analyst + mapper + protection
"Build a management system for this IP list" + list	Custom Mode	Relevant agents

Using Existing Files: When the user provides IP registers, existing analysis reports, etc., copy them to _workspace/ and use as reference materials.

Data Transfer Protocol

Strategy	Method	Purpose
File-Based	_workspace/ directory	Store and share main deliverables
Message-Based	SendMessage	Real-time key information delivery, cross-verification
Task-Based	TaskCreate/TaskUpdate	Progress tracking, dependency management

File naming convention: {order}_{deliverable}.{extension}

Error Handling

Error Type	Strategy
IP list not provided	Collect via company name search on public KIPRIS/USPTO databases
Web search failure	Work with user-provided information only, note "Data limitations"
Foreign IP information unavailable	Prioritize domestic IP analysis, tag with "Foreign verification needed"
Agent failure	Retry once -> if still fails, proceed without that deliverable
Valuation-protection strategy mismatch	Detected in cross-validation -> request corrections (up to 2 rounds)

Test Scenarios

Normal Flow

Prompt: "Analyze our company's (IT firm, 50 patents, 20 trademarks) IP portfolio and build a management system" Expected Results:

• Analysis: 50-patent + 20-trademark inventory, technology domain distribution, value ratings
• Mapping: IPC classification, family relationships, technology-product matrix
• Renewal: 12-month calendar, annual costs, retention/abandonment recommendations
• License: B/C-tier IP monetization strategy, royalty terms
• Protection: Infringement monitoring system, defensive filing plan, trade secret management

Specific Area Flow

Prompt: "Organize our patent renewal schedule, and sort out which to keep and which to abandon" Expected Results:

• analyst performs lightweight value assessment
• mapper organizes registration/expiration dates
• scheduler produces renewal calendar + retention/abandonment recommendations

Error Flow

Prompt: "Manage our IP, but I don't have an IP list. Company name is XX Tech" Expected Results:

• analyst searches KIPRIS for "XX Tech" as applicant
• Builds portfolio from publicly available patents/trademarks only
• Notes "Non-public IP not included — available for update upon internal list provision"

Agent Extension Skills

Extension Skill	Path	Target Agent	Role
patent-valuation	.claude/skills/patent-valuation/skill.md	ip-analyst, license-strategist	Three valuation approaches, royalty benchmarks, patent strength
ip-landscape-analysis	.claude/skills/ip-landscape-analysis/skill.md	patent-mapper, protection-advisor	Patent maps, gap analysis, FTO, IP strategy