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Pricing | Portfolio Estimator - Trademarks

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The Portfolio Estimator - Trademarks is a trademark portfolio cost calculator program licensed via the installation of a validated database. The database is enabled and licensed to one entity/company at one location for use with a particular number of trademark filings, and for time-periods measured in one-year increments.

Subscription Prices

Your subscription includes:
  • Full online/phone support;
  • Software upgrades;
  • Cost data maintenance (e.g., exchange rates and official patent office fees); and
  • Basic follow-up support for re-importing data from your docketing system.*

Single Location

# of Trademark Filings

Total Price (US $)
Per Year

Price per Trademark Filing
Per Year

1000

$1,995

      =      

$2.00

1750

$3,000

      =      

$1.71

2500

$3,600

      =      

$1.44

4000

$4,200

      =      

$0.96

5500

$4,800

      =      

$0.87

7500

$5,400

      =      

$0.72

10000

$6,000

      =      

$0.60

Additional 1000
(up to 25000)

Additional $600

      =      

$0.60

25000 to 50000

$15,000

      =      

Less than $1


Please contact us for pricing for a portfolio with over 50,000 filings.

Each additional location that accesses the single licensed database incurs an additional license fee of $995 per year (regardless of the number of filings). There will be no additional location fee if total Portfolio Estimator - Trademarks licensing fee(s) add up to $6,000 or more.

A location is defined as the Company office in any given city. In other words, all users associated with the license for a 'location' must work out of (be based in) the same Company office in the same city.

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Contact us today to help you assess your specific needs.

When renewing your license, any number of filings may be purchased. If additional filings are purchased before your next renewal, your fee will be prorated so that all purchases have the same expiration date. Filings for your trademark portfolio may be purchased in "blocks" of any size, with a minimum block size of 500. The price of the block depends on the number of filings already purchased and the time left until expiration.

Importing Your IP Data

Portfolio Estimator - Trademarks can import your trademark portfolio data from other database(s), such as an internal proprietary docketing system or Excel. Imports are done in batches and utilize a data conversion process that is tailored to your individual data format.

There is an initial import assistance charge of US$1,500. This is a one-time fee to set up and test the conversion process for importing your docketing data into the Portfolio Estimator - Trademarks program. This customized data conversion process will also keep our global estimating software synchronized with your docketing data via subsequent import batches. Use of the data import program will be part of your Portfolio Estimator - Trademarks license at no further additional charge for the life of your subscription.

*In the event that your data format changes, consultation and programming for each subsequent import format change will cost a minimum of US$750 and depend on the extent of the change.

During a license term, your IP portfolio families that have been analyzed may not be deleted. At the time of renewing the license, any or all may be deleted.

Portfolio Estimator - Trademarks - Strategy Planner

The Strategy Planner can be purchased as a stand-alone system or in addition to your Portfolio Estimator - Trademarks. This gives you the opportunity to use the features of this powerful tool without having to import your docketing data, if you so choose. You can also add it to your Portfolio Estimator - Trademarks to provide that extra flexibility of budgeting for future filings that are not already in your portfolio.

The Strategy Planner is a desktop calculator program licensed via the installation of a validated database. The database is enabled and licensed to one entity/company at one location for time-periods measured in one-year increments. If you a subscriber to the Portfolio Estimator - Trademarks, your price for the Strategy Planner is a full 50% less than the regular subscription price.

Strategy Planner Subscription Prices

Your subscription includes:
  • Full online/phone support;
  • Software upgrades; and
  • Cost data maintenance (e.g., exchange rates and official trademark office fees).

Stand-Alone Strategy Planner

Strategy Planner
with Portfolio Estimator - Trademarks

Single Location (US$) Per Year

Per Additional Location (US$) Per Year

Single Location (US$) Per Year

Per Additional Location (US$) Per Year

$995

$495

$497.50

$248.75


There will be no additional location fees applied if the total cost of Portfolio Estimator - Trademarks plus the Strategy Planner plus any initial additional location fee(s) is over $6,000.

For example, a license for 2500 filings ($3,600), plus two additional locations ($995 x 2 = $1990), plus the Strategy Planner ($497.50), plus one additional Strategy Planner location ($248.75) add up to $6,336.25. This means these licenses could be used at further additional locations at no additional charge. Please contact us to do these calculations for you, for your particular situation.


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