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Frequently Asked Questions | Quantify IP






General Questions

Why did you change your name from Global IP Net to Quantify IP?
Over the years our products and expertise have grown and evolved. We want our name to reflect not only where we've been, but also where we are going and who we are.

To 'quantify' something is to express the quantity of that something in a precise manner.

Quantify IP does just that, as we have made it our mission to help you Quantify IP costs and strategies according to your needs and wants, and to do it accurately and efficiently.

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Can you give me a quick summary of your products and their differences?
Our suite of software products includes: Global IP Estimator, Global IP Estimator Online, Portfolio Estimator - Patents, Portfolio Estimator - Trademarks, Company Portfolios Revealed and Global IP Directory.
  • Global IP Estimator and Global IP Estimator Online both generate immediate worldwide cost estimates for patent, design, trademark and utility model applications. Global IP Estimator is a desktop program installed and run on your own computer, and does not need access to the internet. Global IP Estimator Online runs on our systems and can only be accessed via the internet. Both programs use the same database and formulas for their calculations, therefore the results are the same as long as the information entered into each program is exactly the same.

  • Portfolio Estimator - Patents allows you to store and run various cost analyses for your entire patent portfolio, allowing you to predict and analyze future costs by patent family. This differs from the Global IP Estimator product in that it allows you to estimate costs for your entire patent portfolio, not just one simple family as is the case in Global IP Estimator. The results for one patent family are the same as Global IP Estimator. The costs for the entire portfolio are used to generate sophisticated reports with many new user settings available for customization. You can also utilize the Strategy Planner which allows you to run a wide variety of real and hypothetical, user-specified filing patterns.

  • Portfolio Estimator - Trademarks allows you to store and run various cost analyses for your entire trademark portfolio, allowing you to predict and analyze future costs by trademark family. This differs from the Global IP Estimator product in that it allows you to estimate costs for your entire trademark portfolio, not just one simple family as is the case in Global IP Estimator. The results for one trademark family are the same as Global IP Estimator. The costs for the entire portfolio are used to generate sophisticated reports with many new user settings available for customization. You can also utilize the Strategy Planner which allows you to run a wide variety of real and hypothetical, user-specified filing patterns.

  • Company Portfolios Revealed recreates virtually any company's patent portfolio, including your competitor's, and uses this data to formulate unique and insightful reports regarding patent filing strategies and patterns, future patent portfolio costs and cost-savings opportunities, and opportunities for licensing, among other information that you can use to keep your Intellectual Property moving forward.

  • Global IP Directory provides access to a searchable listing of IP firms and Practitioners all over the world, along with a listing of Patent and Trademark Government offices around the world. By listing your Intellectual Property law firm with Global IP Directory you are placing your business in front of some of the largest and most well-respected companies and IP law firms in the world, making it easier for those seeking to associate with a foreign firm to find you.
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Is there one license I can purchase which covers all of your products, or portions of all of them without having to buy separate licenses for each?
This is not feasible since the products offer different features and functions. We do provide an à la carte format that allows for greater cost-effectiveness and a more precise approach in accommodating each client's business requirements.
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Do you have software or tools that can tell me the value of my portfolio?
Quantify IP can estimate future costs associated with the development and maintenance of your IP portfolio, but not the market value of the portfolio.

The market value of your IP portfolio is determined by a wide range of economic and industry variables and can depend on how you plan to utilize and/or market the patent, design, trademark or utility model.

Before attempting to estimate the value of your IP portfolio, however, it is necessary to determine future fees and costs associated with the development and future maintenance of your portfolio and IP rights. Global IP Estimator calculates immediate worldwide cost estimates for your patent, design, trademark and utility model applications. Portfolio Estimator - Patents calculates immediate worldwide costs for your entire patent portfolio. Portfolio Estimator - Trademarks calculates immediate worldwide costs for your entire trademark portfolio.

Utilizing Quantify IP's innovative software products to predict and analyze future IP costs increases the accuracy of your budget-planning process and aids in strategic risk-assessment of your portfolio. We calculate your future, so you can calculate your success.

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Do you have software or tools that can tell me how much I can expect in licensing fees for my portfolio?
No, Quantify IP can estimate future costs associated with the development and maintenance of your IP portfolio, but not the potential licensing fees you may expect to receive from the portfolio.

The licensing potential of a particular IP portfolio generally depends on market and industry factors.

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Can I run your products on a Mac?
You can run any of our online programs from any computer, Mac or PC, as long as it is connected to the internet.

Our desktop programs, Global IP Estimator, Portfolio Estimator - Patents, and Portfolio Estimator - Trademarks, are Windows-based. However, if you have a Mac, you can still run the programs as long as you have a Windows emulator program installed. This will often, but not always, require purchasing and installing a version of the Windows OS on your Mac, as well.
Need help? Contact us!
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Where does the information in your database come from?
Our database is populated with associate fee schedules, official government fee schedules, translation costs, and real-time currency exchange rates from each available country. Our experts are continuously researching and updating associate fees, official fees, translation costs and currency rates, so that the monthly updates reflect the most recent available information.

We receive our associate fee schedules from IP law firms located in each available country. An average figure is then calculated, using a minimum of five fee schedules per country, for each category of fees in these schedules. We typically use the 75th percentile of the values, which means that estimates tend to be on the high side of average.

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Can you sell us just your database?
We do not sell the database. And we do not allow results to be sold from using our database. Under the terms of our End-User License Agreement (EULA) "you may not rent, lease, or sell data from the program or program reports."

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What are some of the most useful Intellectual Property resource websites?
Click here for a full list of IP Resources

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Questions About Our Products

Global IP Estimator

General
What is the difference between the Trial version and the Basic version?
The Trial version is exactly the same as the Basic version except that it stops working 60 days after activation.

The Basic version is the complete Global IP Estimator program for generating patent, trademark, design, and utility model estimates. It includes one license for one computer only (additional licenses are available at a reduced cost), along with 12 free monthly updates.
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How does the registration process work?
Global IP Estimator requires an active license for each computer given access to the program. When installing the program on a computer for the first time, the user is given the option of using the Free version or installing the Trial or Basic version. Use of the Trial or Basic version, and all of the modules, requires passwords, which can be obtained from Quantify IP.
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How do I obtain and use the passwords?
After contacting Quantify IP, and upon payment for the program and its desired module(s), a password will be emailed to you that allows instant access to the section of the program desired. The passwords are entered on a drop-down menu item from the main screen of the Global IP Estimator program.
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What happens if I need to move the program to another computer, or my computer's hard drive crashes?
You will need to reinstall the program and re-register it. Quantify IP maintains a record of the module(s) you are using, and will provide you with the necessary passwords to reactivate your program.
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What are the system requirements?
The Global IP Estimator desktop program runs as a stand-alone application under MS Windows versions XP, NT or 2000, Vista, 7, 8 and 10 (32bit and 64bit).

Initially, the program uses 50 MB of hard disk space. The size increases with the monthly updates and with database backups stored in the application folders. It is therefore recommended that there be a minimum of 1 GB of available disk space on the drive where the application is installed. Additionally, for a smooth program operation, a minimum of 512 MB of RAM is needed.

The program can also run on a network, and be accessed from a network drive. Each computer with access to the program will require a license as per the End-User Licensing Agreement (EULA).

Some of the reports are created in Excel. Therefore, in order to see these reports, a version of Excel must be installed on the computer running the program.

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Can I install the program on more than one computer? What about my laptop?
Global IP Estimator is typically an "occasional use" program – not used constantly, but invaluable when needed.

The needs of many firms can be met by purchasing one license for the program. This license entitles the firm to install the software on one computer. This computer is then used to generate estimates for everyone in the firm.

There are also situations where a firm has several frequent users. In this case, it may be more efficient to have several computers licensed to install the software.

We have attempted to balance these factors by providing the option to purchase a Main License for any given location, plus the option of purchasing additional licenses for that location at a significantly lower price than the Main License.

The availability of (lower-priced) additional licenses is restricted as follows:
  1. Each additional license must be for the same company/business entity as purchased the Main License.

  2. Each additional license must be for a computer in the same city as the computer on which the Main License is installed.

  3. Every computer from which the software is accessed must have its own license. Therefore, a laptop would also require a separate license. Exceptions may be made if the laptop is used as a replacement for a licensed computer during travel or for use outside of office hours.

  4. If you want to install to a network, the program may be placed on a network server. However, items 1 to 3 above still apply, in that any computer (or user for CITRIX Server ("thin-client") use) given access to the program (via a Windows desktop icon, or other means) needs to have its own license. (Please note that this licensing agreement is not the same as the more common "concurrent user" software license.) Additional licenses must be for the same company, and in the same city as the Main License. If different cities are involved, then each city must have its own main (and additional) license(s) for the computer(s) accessing the network server for the program and/or maintenance updates.

It is also possible to purchase a Location License. This licensing option can be a cost effective choice when there is a desire to have more than 12 computers licensed to use the software at one location. Locations with a Location License are not required to register each registration ID. The software recognizes the Location License, and allows program use.
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Is a network version available?
Yes, Global IP Estimator will run on a network as long as Windows is available at the workstation. The program may be installed on the network drive, and the installation process repeated at each workstation. However, a license must be purchased for each computer that uses the program; the licensing process recognizes how many licenses are available for use on a network.

There are no database access conflicts when workstations on the same network access the program simultaneously.

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Is a multiple-user license available?
Yes and no. Licensing is not based on the number of concurrent users. Rather, the software is licensed per computer. Each computer given access to the program (via an icon on the desktop or any other means) must have its own license.

Any number of computers may be licensed. Second and subsequent licenses are available at a significantly lower price than the Main License.

The needs of many firms can be met by purchasing one license for the program. This license entitles the firm to install the software on one computer. This computer is then used to generate estimates for everyone in the firm.

There are also situations where a firm has several frequent users. In this case, it may be more efficient to have several computers licensed to install the software.

We have attempted to balance these factors by providing the option to purchase a Main License for any given location, plus the option of purchasing additional licenses for that location at a significantly lower price than the Main License.

The availability of (lower-priced) additional licenses is restricted as follows:
  1. Each additional license must be for the same company/business entity as purchased the Main License.

  2. Each additional license must be for a computer in the same city as the computer on which the Main License is installed.

  3. Every computer from which the software is accessed must have its own license. Therefore, a laptop would also require a separate license. Exceptions may be made if the laptop is used as a replacement for a licensed computer during travel or for use outside of office hours.

  4. If you want to install to a network, the program may be placed on a network server. However, items 1 to 3 above still apply, in that any computer (or user for CITRIX Server ("thin-client") use) given access to the program (via a Windows desktop icon, or other means) needs to have its own license. (Please note that this licensing agreement is not the same as the more common "concurrent user" software license.) Additional licenses must be for the same company, and in the same city as the Main License. If different cities are involved, then each city must have its own main (and additional) license(s) for the computer(s) accessing the network server for the program and/or maintenance updates.

It is also possible to purchase a Location License. This licensing option can be a cost effective choice when there is a desire to have more than 12 computers licensed to use the software at one location. Locations with a Location License are not required to register each registration ID. The software recognizes the Location License, and allows program use.
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Calculating Estimates
What are the estimates based on?
The estimates are based on fee schedules supplied by associates in each available country. An average figure is calculated for each category of fees in these schedules. This average is not the strict mean or mathematical average. Instead it is halfway between this strict average and the highest value. We typically use the 75th percentile of the values, which means that estimates tend to be on the high side of average.

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How many associates' fee schedules are used to arrive at the figures used in the database?
For most countries, at least five independent fee schedules are used.

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Can I obtain the names of the associates whose schedules are used to create these figures?
Unfortunately, for reasons of confidentiality, we cannot provide you with the names of the associates whose fee schedules are used.

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Can I use the fees charged by a particular associate?
There are several methods provided for entering your own values for foreign associate fees. A 'simple' method is provided at no extra charge which allows overall totals to be entered for each application type. With the User-Set Fees Module, you can enter any number of detailed fee rules. You can also change the associates' fees for a particular country or application type on a percentage basis in the basic program on a line-by-line basis. With the basic program it is possible to enter basic amounts for any country and application type, or to adjust the fees on a percentage basis per country. The figure entered will raise or lower the estimates calculated by the program. You can specify separate percentages for associate fees, official fees, and translation costs.

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Can I change the in-house charges and miscellaneous costs incurred by our firm?
Each estimate contains figures for in-house charges and miscellaneous costs which are based on local processing charges. You can change the values used in the fee rules in these calculations.

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Can I change the costs for a particular country?
With the User-Set Fees Module, you can specify the associate's fees on a line-by-line basis for any country and application type. With the basic program it is possible to enter basic amounts for any country and application type, or to adjust the fees on a percentage basis per country. The figure entered will raise or lower the estimates calculated by the program. You can specify separate percentages for associate's fees, official fees, and translation costs.

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How many countries are included in the system?
All the major countries of the world are included in the system, and new countries are continually being added. Currently, 182 countries are available for patents, 84 for utility models, 201 for trademarks and 155 for designs.

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Can I change the translation costs if the costs you show are too high/low?
Yes, for any language, the user may specify a per-page translation cost. This figure then replaces the default information provided by the database.

You may also adjust translation costs on a percentage basis. This can be done for individual countries, or once for all countries. The latter capability may be used to add a service charge.

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Can I add our law firm's own fees and costs to the estimate?
These fees and costs are called in-house charges in the system. You can enter your firm's actual charges, which are then automatically used in the estimates.

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How does the program handle translation costs when my application is not in English?
The program currently assumes that the original application is in English, and calculates the cost of translation to other languages on that basis. If the application is not in English, and since you can set translation charges individually for each language, you can set the translation cost for the original language to zero. You can also set translation charges individually for each language to match your experience.

Future upgrades to the program will handle non-English applications with greater precision. As with all enhanced versions of the program, this version will be distributed free of charge to users.

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Can I save an estimate for future reference?
Yes, one of the most versatile tools in Global IP Estimator is the ability to save "scenarios". After entering data related to an application estimate, you can save the scenario and revisit it later without needing to re-input all of the data. You can reuse the basic application data for application estimates for other countries.

Scenarios can be filtered by application type, and sorted by the owner's name, the name of the scenario, or the description, making it quick and easy to find exactly the scenario desired in multiple-user situations.

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How often do you update the database to incorporate changes in worldwide fees, costs, and exchange rates?
The database is modified on the first or second business day of each month, and incorporates the latest fees, costs, exchange rates, and any updates to the Global IP Estimator program. This is then made available to you for download via our website.

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Can I convert the estimates to different currencies?
Yes, estimates may be converted to most currencies of the world. You specify the desired currency, and estimates then appear in that currency until you change the setting.

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Global IP Estimator Online

General
What is the difference between the desktop version of Global IP Estimator and the online version?
The biggest difference is the environment. The desktop version is installed on, and runs on your own computer, and does not need access to the internet. Global IP Estimator Online runs on our systems, and can only be used over the internet.

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Are the results the same?
Both the desktop and online versions of the program use the same formulas for their calculations. As long as the information entered is the same, the results will also be the same.

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Are the databases the same?
Yes, both the desktop and online versions of the program use the same databases.

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Is the pricing the same?
No. The desktop version of Global IP Estimator is purchased to function on an individual computer. That computer may run as many estimates as the user wishes. In contrast, the online version is made to be run from any computer connected to the internet. The user purchases a specific number of estimates, and runs them from any computer online.

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How do I access my User Settings now?
In the Global IP Estimator Online section of the website select Online Estimates, then User Settings.

You will be prompted to log in to your account before you will be allowed to make any changes to your User Settings.

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I need to define 'Detailed Fee Rules' in my Global IP Estimator Online account, but I don't see an option to do that.
In the Global IP Estimator Online section of the website select Online Estimates, then User Settings.

To edit the fee rules, select Associate Charges. You will be prompted to log in to your account before you will be allowed to make any changes to any of your User Settings, including Associate Charges.

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Will I get an email notification when my account licenses are about to expire ?
Yes. You will receive an email reminder that your Global IP Estimator Online account license will be expiring, on or around the 15th of the month prior to the month in which your license is set to expire.

If you have additional questions, please Contact us

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Outdated software causes Chrome to crash, freeze, or display blank pages.
Out-of-date software programs that you've downloaded on to your computer can sometimes conflict with Chrome. These conflicts might cause Chrome to crash, hang, or stop rendering webpages (you may see blank pages or "Aw, snap!" errors).
If you are seeing these symptoms, type chrome://conflicts (Windows only) into your address bar. If you see any programs listed on this screen, please make sure to update those programs to their latest versions.

Source: Outdated software causes Chrome to crash, freeze or display blank pages.

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Calculating Estimates
What are the estimates based on?
The estimates are based on fee schedules supplied by associates in each available country. An average figure is calculated for each category of fees in these schedules. This average is not the strict mean or mathematical average. Instead it is halfway between this strict average and the highest value. We typically use the 75th percentile of the values, which means that estimates tend to be on the high side of average.

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How many associates' fee schedules are used to arrive at the figures used in the database?
For most countries, at least five independent fee schedules are used.

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Can I obtain the names of the associates whose schedules are used to create these figures?
Unfortunately, for reasons of confidentiality we cannot provide you with the names of the associates whose fee schedules are used.

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Can I use the fees charged by a particular associate?
You may supply overall totals to be entered for each application type for any country. You can also change the Associates' fees for a particular country on a percentage basis. The amount entered will raise or lower the estimates calculated by the program. You can specify separate percentages for associate fees, official fees, and translation costs.

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Can I change the in-house charges and miscellaneous costs incurred by our firm?
Each estimate contains figures for in-house charges and miscellaneous costs which are based on local processing charges. You can change the values used in the fee rules in these calculations.

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Can I change the costs for a particular country?
It is possible to enter basic amounts for any country and application type, or to adjust the fees on a percentage basis per country. The amount entered will raise or lower the estimates calculated by the program. You can specify separate percentages for associate fees, official fees, and translation costs.

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How many countries are included in the system?
All the major countries of the world are included in the system, and new countries are continually being added. Currently, 182 countries are available for patents, 84 for utility models, 201 for trademarks and 155 for designs.

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Can I change the translation costs if the costs you show are too high/low?
Yes, for any language, the user may specify a per-page translation cost. This figure then replaces the default information provided by the database.

You may also adjust translation costs on a percentage basis. This can be done for individual countries, or once for all countries. The latter capability may be used to add a service charge.

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Can I add our law firm's own fees and costs to the estimate?
These fees and costs are called In-House charges in the system. You can enter your firm's actual charges, which are then automatically used in the estimates.

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Can I save an estimate for future reference?
Yes, you can save estimates as "Scenarios." After entering data related to an application estimate, you can save the Scenario and revisit it later without needing to re-input all of the data.

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How often do you update the database to incorporate changes in worldwide fees, costs, and exchange rates?
The database is modified on the first or second business day of each month, and incorporates the latest fees, costs, and exchange rates.

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Can I convert the estimates to different currencies?
Yes, estimates may be converted to most currencies of the world. You specify the desired currency, and estimates then appear in that currency until you change the setting.

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Portfolio Estimator - Patents

General
Can I use the Portfolio Estimator - Patents for trademarks?
No. At this point, the Portfolio Estimator - Patents calculates costs for patent, design, and utility model portfolios and does not include trademarks.

However, we have a separate product called "Portfolio Estimator - Trademarks" that fills that need.

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How does this product differ from your Global IP Estimator product?
The Portfolio Estimator - Patents allows you to store and run a variety of cost analyses for your entire portfolio of patent families. The Global IP Estimator is geared towards running an estimate for a single patent family. The detailed reports generated by Portfolio Estimator - Patents are identical to the reports that you could get by creating a detailed estimate, one family at a time, in the Global IP Estimator.

You can customize your portfolio analysis to meet your reporting needs, whether you're looking to see where costs can be cut or exploring hypothetical filing strategies. Create and save a variety of filing scenarios using the Strategy Planner. The Strategy Planner allows for unlimited combinations of user-specified filing patterns and associated cost-factors and can be an invaluable tool for budget planning and forecasting.

The Portfolio Estimator - Patents also includes the Prosecution and Timeline Modules. By storing previous action behaviors, the Prosecution module includes estimates for the number and cost of the prosecution actions and the Timeline Module estimates the years in which the stages (e.g. - filing, exam, prosecution, grant, and maintenance) are likely to occur. While these features can be purchased for an additional fee in the Global IP Estimator, they are automatically included in the Portfolio Estimator - Patents.

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What is a patent family?
A patent family in the Portfolio Estimator - Patents is a group of country filings associated with either the initial application or a continuing application and is based on the priority date.

Portfolio Estimator - Patents utilizes the "simple patent family" definition in that all members of the family relate to the same invention, and have as their "priority right" exactly the same originating application or applications.

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How is the software licensed?
The software is licensed for periods of one-year increments, and on a "number of patent filings" basis. For example, the least expensive license is for the processing of 500 patent filings. This means the data for up to 500 patent filings may be entered and maintained in the single licensed database. Twelve monthly updates to the software and the data are included. The software will cease to operate after one year, unless the license is renewed.

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Is there an extra cost for additional users?
No. The Portfolio Estimator - Patents allows for any number of users to access the program once the single licensed database has been purchased and installed on a single computer or network server. The cost of a license is determined by the number of patent filings in the single licensed database and by the length of your maintenance contract, measured in one-year increments. The software and database may be installed on a server, and accessed by any number of users. However, the database may not be installed on more than one computer.

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Can the software be used on a network?
Yes. The software and database may be installed on a server, and accessed by any number of users. For example, if you've installed the database on a server, and will require a dozen users to access it, each user can have the software installed on their individual computer through which they directly access the server. However, the database itself may not be installed on more than one computer/server.

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What is needed to be able to run this program?
The Portfolio Estimator - Patents requires the following to run:
  • A version of Microsoft Windows (preferably with at least 2 GB of RAM). Most computers with Windows XP or later work fine.
  • "Administrator rights" during initial installation and operation, in the event of any program updates, and for running analysis reports in Strategy Planner.
  • A version of Microsoft Excel (since reports are created in Excel).
    • For a smooth operation:
      • Set the Macro Security Level to "Low",
      • Check the "Trust VB" (or "Trust VBA") option, and
      • Set the "default number of sheets in a new workbook" to at least "3".
  • Access rights (e.g., read/write) to the application folder, and
  • Enough disk space to store databases and backups. 1 GB of storage should be plenty in most cases. For larger portfolios, 5 GB should be sufficient.

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Calculating Estimates
What are the estimates based on?
The estimates are based on fee schedules from several associates in each country. An average figure is calculated for each category of fees in these schedules. This average is not the strict mean or mathematical average. Instead, it is halfway between this strict average and the highest value. We typically use the 75th percentile of the values, which means that estimates tend to be on the high side of average.

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What types of costs are included/excluded?
Official and associate fees are included. The official fees are the fees charged by the patent office in a particular country. These fees are not averages; they are the actual fees charged. The associate fees are fees charged by associates in a particular country for filing and prosecuting of the application in that country.

Translation fees are included for any applications filed in countries whose primary language is different than the originating country. These costs are based on a high average of associate fee schedules, as with all associate fees.

In-house fees may or may not be included, depending on your needs. These are costs associated with the in-house legal department, or the "parent country" counsel paid to supervise the prosecution of the applications.

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How many associates' fee schedules are used to arrive at the figures used in the database?
For most countries, at least five independent fee schedules are used.

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Can I obtain the names of the associates whose schedules are used to create these figures?
Unfortunately, for reasons of confidentiality, we cannot provide you with the names of the associates whose fee schedules are used.

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How many countries are included in the system?
All the major countries of the world are included in the system and new countries are continually being added. Currently, 182 countries are available for patents, 84 for utility models, and 155 for designs.

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Can I change the translation costs if the costs you show are too high/low?
Yes, for any language, the user may specify a per-page translation cost. This figure then replaces the default information provided by the database. In addition, there is also the option to adjust translation costs up or down by a percentage. This can be done by country.

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How often do you update the database to incorporate changes in worldwide fees, costs, and exchange rates?
The database is updated monthly and is ready by the second business day of each month. Any additions/changes to official fees, associate fees and/or new currency exchange rates will be included. Any program changes are also included in the monthly update. Exchange rates are updated as they change in real-time and can be updated at any time from within the program.

These updates, however, are not automatically applied on your end. Unless you have selected the option to "Show update reminders" on the "Check for updates" screen within the program, you will have to manually check for updates to the database and/or program on a regular basis.

All program updates require administrator rights and/or permissions to install programs. Database updates do not. Also note that the monthly update does not affect previously defined user settings.

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Do I have to recalculate my entire portfolio each time the cost database is updated?
Yes, your portfolio's cost projections will need to be recalculated each time the cost database is updated. The program has been optimized to perform this process rapidly.

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Can I change the currency exchange rates myself?
Yes, you may modify the program's default exchange rates at any time, using hypothetical or real data. The program's default exchange rates are changed as part of the monthly update and may also be updated to the most current values manually.

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Can I keep the actual historic costs I incurred in the database?
No, the program is designed to analyze future costs only.

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How do you estimate the dates allocated to future events in the prosecution of the patent application?
The average number of years to patent examination and granting in each country is used to produce a projection of when costs will be incurred. These averages are based on surveys of foreign associates.

The annuities are then also allocated to the appropriate years, based on whether annuities begin from filing or grant date.

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Do you include costs for office actions that may occur?
Yes, the numbers used in the estimate for the prosecution stage are based on surveys of foreign associates. They typically do not appear on the fee schedules sent out by associates. We survey foreign associates and ask how many office actions are to be expected in a straightforward case. This is the number to be expected in addition to filing, examination, publication and granting. We then calculate an average number of office actions for each country. The number of office actions can be customized at a group level and/or at a global or country-specific level.

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How are the prosecution costs per office action estimated?
In general, the program sets the fee (for prosecuting one office action) equal to the fee a foreign associate charges to receive, process and file an initial filing in a given country. (We approximate it this way because foreign associates do not generally supply fees for office actions on their fee schedules.) This is merely a starting point for coming up with some default prosecution costs. The tool has various ways to adjust this cost (both at a global and/or country specific level.)

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If I pay annuities through an annuity payment service, can I specify these fees?
Yes, the user-defined fees can be used in place of (or in addition to) the system averages.

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May I delete filings (or entire families) that have been imported or added manually?
Yes, and no. If your filings or families have not yet been analyzed by the program, you may delete them. However, since pricing is based on the number of country filings analyzed, once filings are analyzed they cannot be deleted (unless you have purchased an "Unlimited" license).

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Reporting
Can I see the cost and country details for a particular patent in the portfolio?
Yes, the program provides views of the processing costs for each patent family. There is a graphical display of stages (filing, examination, etc.) shown with dates of occurrence for each country within the patent family.

Details of the amounts for each country for each stage may be viewed and printed.

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How many groups can I use to classify the patent families?
You may use any number of groups to classify your patent families according to your needs.

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Can I add a grouping at any time, and generate reports based on that grouping?
Yes, a new grouping may be devised; each patent allocated to the members of the grouping; and a new analysis run, without recalculating the portfolio costs and times.

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What time periods are available to report by?
You have the option to specify yearly, quarterly or monthly time periods.

The program default is to show reports by year, which displays the analysis by year for the life of the patent families. If you specify the quarterly timeline, the report displays up to 20 quarters, covering a 5-year period. If you specify the monthly timeline, the report displays up to 24 months.

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What is a Pivot Table Report?
A Pivot Table Report is an Excel spreadsheet that gives the user advanced options for interpreting their data in a variety of ways without having to enter different formulas to achieve their desired reporting structure. This functionality can be particularly useful when faced with a large set of data or to analyze the relationships between numerous data parts.

In Portfolio Estimator - Patents a Pivot Table Report can be run for any non-multi group category (division, technology, manager, and/or user-defined groups), and can include Strategy Planner and portfolio data (for portfolios of 8 families or more), as well as projected filings.

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Can I see reports for the costs incurred in the past as well as estimates for the future?
No, estimates are only for costs expected in the future. The analyses are based on these future estimates only, therefore no historical reports are possible.

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Do I need Excel?
Yes, since the program uses Excel to produce and display (most) reports, a full version of Excel must be installed on any computer running the Portfolio Estimator.

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What if I only have the Excel viewer installed, can I still use your application?
No, unfortunately, the full installation of Excel and all of its components is required in order to run the program.

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Company Portfolios Revealed

Where do you get your data?
Quantify IP utilizes data licensed from the European Patent Office (EPO) for these analyses. The EPO has compiled and organized publication data from most countries' official patent offices. We license that data.

The current version of CPR utilizes the PATSTAT data from the EPO. This data is a 'snapshot', produced every six months, of the DOCDB data available from the EPO. We also incorporate data available directly from a variety of patent offices around the world.

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How current is your data?
The EPO Patstat data is released twice a year, usually in April and October, and our reports utilize that data shortly after the EPO release.

Note that patent applications are included only after publication.

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Do you include filings to all countries in the world?
If the countries report their data to the EPO, the filings are included. Most countries do report their filings to the EPO, and increasingly more do so.

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Do you have granted and abandoned dates as well as filing dates?
If the countries report such data to the EPO it is included. Many lesser developed countries do not report such data. In order to obtain such data we also go directly to the countries' official offices.

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How do you account for partial information available from some countries?
We use abandoned data for countries that supply 'good data' to flag as abandoned filings in the same family for countries with incomplete data.

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Do you have data on the number of claims for such countries as Japan where annuity fees are based on the number of claims?
We do not have the number of claims for Japanese applications. We often do have the number of claims for South Korean applications. If so, we use the number of claims for South Korea to calculate annuity costs for Japan, Indonesia, Philippines. If we do not have this number of claims we set the number to 5. This means we tend to under estimate the annuity costs for these countries.

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Can I choose any Company for which to request a report?
Yes. If the Company name is the Applicant name for patent filings, these patent filings will be included and analyzed.

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Do you provide reports for Companies of any size?
Reports are available for Companies with between 1000 and 30,000 filings.

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How long will a purchased report be available at your web site?
Purchased reports will be available for one year from date of purchase.

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When a new version of the source data is used to generate CPR reports (every 6 months), will I get the reports based on the new data at no charge?
During the one year validity of purchased reports, if you ask for reports based on newer data, we will generate these for you. There will be no automatic regeneration of reports, except for RTG reports. RTG reports will be regenerated with new data approximately every six months, and automatically available at the web site. The one year after purchase date availability applies to RTG reports as well.

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Can I download and save my reports?
Yes, we encourage you to do so. RTG reports, for example, may change after 6 months. Any downloaded reports are subject to the license agreement.

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Can I share reports with others, use all or portions of reports for my own use in other formats?
Yes, subject to the license agreement. You can only share report data within your own company. You cannot sell or publish any portions of the reports.

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What options do I have for selecting which patent filings to include in my reports? Can I include subsidiaries with other names? Can I restrict the selection by patent classification? Can I restrict the selection by inventor?
Selection options may be possible. Please discuss your needs with us when requesting reports. If you want to add a selection refinement after already purchasing a report, adding that selection refinement would be a separate report purchase at full price.

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Your detail reports contain a 'Family id'. What is the Family ID?
The 'Family ID' is a combination of the INPADOC extended family ID and the DOCDB simple family ID. Both ID's are created within the EPO database. The INPADOC family is a larger grouping of applications that can contain several 'simple' families.

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Some of your cost reports include 'Prosecution costs'. How do you know what these are?
Prosecution costs can vary widely depending on the application. Nonetheless, prosecution costs can be estimated for "straightforward" applications based upon number of office actions in a typical process. We take a survey of foreign associates to find out how many office actions are expected in a straightforward case. In addition, we ask foreign associates for the charges for preparing and processing a response to an office action. Based upon these responses, we calculate an average number of actions and an average associate cost for each country. The official costs are determined using official PTO sources. In some countries there may even be translations costs involved and these are included as well. Next, we split these costs across three phases so that the costs are spread out over time instead of being a one-time cost.

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You have 'cost' reports. How do you know what the costs are?
The costs are based on fee schedules supplied by associates in each available country. An average figure is calculated for each category of fees in these schedules. This average is not the strict mean or mathematical average. Instead it is halfway between this strict average and the highest value. We typically use the 75th percentile of the values, which means that the costs tend to be on the high side of average.

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Some of your reports allocate dates to future events. How do you know what these dates are?
We use average time-to-grant values for the selected Company for filings that have granted, to determine the time to grant for ungranted applications. For time to exam, and for time-to-grant for those countries with insufficient grant data, we use data from surveys of foreign associates. From these dates, we can then estimate the three dates to be used for the prosecution phase. We determine the middle prosecution date by finding the halfway point between the exam and grant and the other two dates are halfway between those. For example, if the exam date is 12/1/12 and the grant date is 12/2/13, the three prosecution dates would be 3/3/13, 6/2/13, and 9/2/13 respectively.

Maintenance dates are based upon the official rules of the specific country.

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I have needs and ideas in this area that you do not seem to have quite addressed. Are you interested?
We are very interested in your needs and ideas in this area. We will see what we can do. Of course, it is important to be paid along the way (that is how it all works, after all). The deeper satisfaction, however, comes from providing the service unique to our capacities, and expanding on what has already been set up. So, please ask.

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Global IP Directory

Why should I list with Global IP Directory?
Listing with Global IP Directory puts detailed information about your Intellectual Property law firm in front of some of the largest and most prominent IP law firms and Fortune 500 companies the world over. Making it easier for companies such as Exxon Mobil, Motorola, Goodrich, Dow Chemical and Johnson & Johnson, who are looking for a foreign IP firm with which to associate, to find you.

Global IP Directory is available to clients of our widely used software program Global IP Estimator. These clients include over 70% of the top 100 U.S. Intellectual Property law firms, and many Fortune 500 companies, as well as hundreds of other companies worldwide.

When you list with Global IP Directory, you will be given a user ID and password that will enable you to use Global IP Estimator to run a FREE estimate of IP costs for your home country. This also lets you review the average costs we are reporting to our clients for processing patent, trademark, design and utility model applications in your country.
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Is Global IP Directory available to anyone using the internet, or just to Quantify IP clients?
Anyone in the world that has access to the internet, may utilize Global IP Directory to search our list of international law firms for IP attorneys around the globe and/or locate the website for a particular country's patent and trademark office.

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What information can a Directory Listing contain?
Each Directory Listing, depending on whether you choose a Regular or Featured Listing, will contain detailed information about your firm, such as:
  • Firm name and contact information
  • Link to your website
  • Contact emails
  • Your logo
  • Year established
  • Biography of practitioners
  • IP comments
  • Firm description
  • Photograph of your staff or office
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What is the Featured Listing?
Your Featured Listing is a unique, robust and personal way to list your IP practice. It contains the following basic information:
  • Firm name and contact information
  • Link to your website
  • Contact emails
  • Year established
  • Biography of practitioners
  • IP comments
  • Firm description
In addition to the above, you have the opportunity to add:
  • Your logo
  • Photograph of your staff or office
As a BONUS, your Featured Listing will always appear in the top section of the listings for your country when an individual runs an associate search in Global IP Directory.

You are able to present your company in a personal way, by including your company logo, and photographs of your personnel and/or your office. Your major means of communication with clients and potential clients is probably by telephone and email. With a Featured Listing, your photograph will attach a face to a name, and personalize the contact. Your photographs will also remind clients and potential clients about meeting you at gatherings such as INTA or AIPLA or AIPPI.

The current price for a Featured Listing is US$275 per year.
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What is the Regular listing?
There is no charge for a Regular Listing. The Regular Listing includes the following information:
  • Firm name and contact information
  • Link to your website
  • Contact emails
  • Year established
  • Biography of practitioners
  • IP comments
  • Firm description
The Regular Listing is an attractive, complete web page dedicated to your company information. It will enhance your internet presence and put your IP practice in front of some of the largest and most prominent Intellectual Property law firms and Fortune 500 companies the world over.

However, with a Regular Listing you sacrifice visibility, because the Regular Listings are presented below the Featured Listings, and visual appeal, since your logo and photographs will not be present to add depth and personality.
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How are the listings organized and displayed?
Listings are searchable by country. Once you choose a country, the Directory displays a list of international IP law firms in that country, one line for each practice. Upon selecting a name from the list, you are taken to the dedicated web page displaying that company's details.

For each country, the Featured Listings are shown first. Following those names, lower on the page, are the Regular Listings. Within each grouping the names are shown in random order, so that the order will be different each time the page is refreshed.
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How do the listings relate to the Global IP Estimator software?
Please note that there is no necessary relationship between firms listed in our directory of law firms and those that provide the information used in the database for Global IP Estimator. The information used in that database comes from fee schedules received from international IP law firms in each available country. This includes many more firms than are currently listed.

Our Global IP Estimator clients often use the Global IP Directory to locate international IP law firms with which to associate on their foreign applications.

Also, when you list your Intellectual Property law firm with Global IP Directory, you will be given a user ID and password that will enable you to use Global IP Estimator to run a FREE estimate of IP costs for your home country. This lets you review the average costs we are reporting to our clients for processing patent, trademark, design, and utility model applications in your country.
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How can I add my company to the Directory?
Adding your international IP law firm to the Global IP Directory is quick and painless. Simply submit this application form and we will send your user ID and password to you via email. You will be able to log in immediately to your new account and enter your company's information.
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My firm already has a listing. How can I update the information?
Once your company is added to the list of international law firms, you can simply log in to manage your account and edit your company's data at any time. Once per year, you'll receive an email reminder containing your user ID and password.

Edit your company's data, view your company's listing directly, upgrade to a Featured Listing if you do not have one, and pay for a Featured Listing. You can also run your FREE IP estimates for your home country.
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My firm has a Regular Listing. How do I upgrade to a Featured Listing?
If you already have a Regular Listing, simply log in to manage your account and select "Upgrade to a Featured Listing". You will be invoiced for the US$275 fee for one year's service.
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Why do I have to send you our fee schedule? How is it being used?
We do not share your firm's schedule of charges on our website or within our software programs. All fee information that you send us is kept completely confidential.

The fee schedules we are requesting are for use in the database for our software package, Global IP Estimator. This program generates estimates for patent, trademark , design and utility model application costs worldwide. The schedules we receive from you will affect the fee estimates for your country, although again, your particular fees will be kept completely confidential.

You can see how we use your fees. Through your FREE listing account in Global IP Directory you can access the software "The Global IP Estimator" to run patent or trademark estimates for your home country for free. Simply log in with your user ID and password and click on "Run Free IP Estimates For My Home Country" from the Manage Account page. We would appreciate any comments or suggestions you may have on these estimates.

Our listings in Global IP Directory are our way of saying thank you to the associates who contribute. If we do not receive a firm's schedule of charges for more than 12 months (or a note saying that there have been no changes) we assume that they are no longer interested in contributing and their listing is removed. Your schedule of charges is the only requirement for your FREE listing in Global IP Directory. On the other hand a listing is not required for contributing associates.
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Our fee schedules are confidential, will they be displayed on your website or in the software?
We do not share your firm's schedule of charges on our website or within our software programs. All fee information that you send us is kept completely confidential.

The fee schedules we are requesting are for use in the database for our software package, Global IP Estimator. This program generates estimates for patent, trademark , design and utility model application costs worldwide. The schedules we receive from you will affect the fee estimates for your country, although again, your particular fees will be kept completely confidential.
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I just created a new listing, why can't I see it under my country?
Your listing will not appear in the search results for your country until we have had a chance to review the information you have entered. This will take up to 2 business days. We do this with a NEW listing in order to protect the integrity of our web site. Please note that we do not allow specific fees to be posted on the website. Your listing may have been edited for this reason as well as common English usage, all caps usage and layout.
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Portfolio Estimator - Trademarks

General
Can I use the Portfolio Estimator - Trademarks for patents?
No. At this point, the Portfolio Estimator - Trademarks calculates costs for trademark model portfolios and does not include patent, design, or utility model portfolios.

However, we have a separate product called "Portfolio Estimator - Patents" that fills that need.

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How does this product differ from your Global IP Estimator product?
The Portfolio Estimator - Trademarks allows you to store and run a variety of cost analyses for your entire portfolio of trademark families. The Global IP Estimator is geared towards running an estimate for a single trademark family. The detail reports generated by Portfolio Estimator - Trademarks are nearly identical to the reports that you could get by creating a detailed estimate, one family at a time, in the Global IP Estimator.

You can customize your portfolio analysis to meet your reporting needs, whether you're looking to see where costs can be cut or exploring hypothetical filing strategies. Create and save a variety of filing scenarios using Portfolio Estimator's Strategy Planner. The Strategy Planner allows for unlimited combinations of user-specified filing patterns and associated cost-factors and can be an invaluable tool for budget planning and forecasting.

The Portfolio Estimator - Trademarks also includes the Timeline Modules. By storing previous action behaviors, the Timeline Module estimates the years in which the Registration is likely to occur.

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How is the software licensed?
The software is licensed for periods of one-year increments, and on a "number of trademark filings" basis. For example, the least expensive license is for the processing of 500 trademark filings. This means the data for up to 500 trademark filings may be entered and maintained in the single licensed database. Twelve monthly updates to the software and the data are included. The software will cease to operate after one year, unless the license is renewed.

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Is there an extra cost for additional users?
No. The Portfolio Estimator - Trademarks allows for any number of users to access the program once the single licensed database has been purchased and installed on a single computer or network server. The cost of a license is determined by the number of trademark filings in the single licensed database and by the length of your maintenance contract, measured in one-year increments. The software and database may be installed on a server, and accessed by any number of users. However, the database may not be installed on more than one computer.

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Can the software be used on a network?
Yes. The software and database may be installed on a server, and accessed by any number of users. For example, if you've installed the database on a server, and will require a dozen users to access it, each user can have the software installed on their individual computer through which they directly access the server. However, the database itself may not be installed on more than one computer/server.

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What is needed to be able to run this program?
The Portfolio Estimator - Trademarks requires the following to run:
  • A version of Microsoft Windows (preferably with at least 2 GB of RAM). Most computers with Windows XP or later work fine.
  • "Administrator rights" during initial installation and operation, in the event of any program updates, and for running analysis reports in Strategy Planner.
  • A version of Microsoft Excel (since reports are created in Excel).
    • For a smooth operation:
      • Set the Macro Security Level to "Low",
      • Check the "Trust VB" (or "Trust VBA") option, and
      • Set the "default number of sheets in a new workbook" to at least "3".
  • Access rights (e.g., read/write) to the application folder, and
  • Enough disk space to store databases and backups. 1 GB of storage should be plenty in most cases. For larger portfolios, 5 GB should be sufficient.

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Calculating Estimates
What are the estimates based on?
The estimates are based on fee schedules from several associates in each country. An average figure is calculated for each category of fees in these schedules. This average is not the strict mean or mathematical average. Instead, it is halfway between this strict average and the highest value. We typically use the 75th percentile of the values, which means that estimates tend to be on the high side of average.

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What types of costs are included/excluded?
Official and associate fees are included. The official fees are the fees charged by the patent office in a particular country. These fees are not averages; they are the actual fees charged. The associate fees are fees charged by associates in a particular country for filing the application in that country.

Translation fees are included for any applications filed in countries whose primary language is different than the originating country. These costs are based on a high average of associate fee schedules, as with all associate fees.

In-house fees may or may not be included, depending on your needs. These are costs associated with the in-house legal department, or the "parent country" counsel.

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How many associates' fee schedules are used to arrive at the figures used in the database?
For most countries, at least five independent fee schedules are used.

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Can I obtain the names of the associates whose schedules are used to create these figures?
Unfortunately, for reasons of confidentiality, we cannot provide you with the names of the associates whose fee schedules are used.

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How many countries are included in the system?
All the major countries of the world are included in the system and new countries are continually being added. Currently, 201 countries are available for trademarks.

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Can I change the translation costs if the costs you show are too high/low?
Yes, for any language, the user may specify a per-page translation cost. This figure then replaces the default information provided by the database. In addition, there is also the option to adjust translation costs up or down by a percentage. This can be done by country.

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How often do you update the database to incorporate changes in worldwide fees, costs, and exchange rates?
The database is updated monthly and is ready by the second business day of each month. Any additions/changes to official fees, associate fees and/or new currency exchange rates will be included. Any program changes are also included in the monthly update. Exchange rates are updated as they change in real-time and can be updated at any time from within the program.

These updates, however, are not automatically applied on your end. Unless you have selected the option to "Show update reminders" on the "Check for updates" screen within the program, you will have to manually check for updates to the database and/or program on a regular basis.

All program updates require administrator rights and/or permissions to install programs. Database updates do not. Also note that the monthly update does not affect previously defined user settings.

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Do I have to recalculate my entire portfolio each time the cost database is updated?
Yes, your portfolio's cost projections will need to be recalculated each time the cost database is updated. The program has been optimized to perform this process rapidly.

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Can I change the currency exchange rates myself?
Yes, you may modify the program's default exchange rates at any time, using hypothetical or real data. The program's default exchange rates are changed as part of the monthly update and may also be updated to the most current values manually.

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Can I keep the actual historic costs I incurred in the database?
No, the program is designed to analyze future costs only.

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May I delete filings (or entire families) that have been imported or added manually?
Yes, and no. If your filings or families have not yet been analyzed by the program, you may delete them. However, since pricing is based on the number of country filings analyzed, once filings are analyzed they cannot be deleted (unless you have purchased an "Unlimited" license).

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Reporting
Can I see the cost and country details for a particular trademark in the portfolio?
Yes, the program provides views of the processing costs for each trademark family. There is a graphical display of stages (filing, registration, etc.) shown with dates of occurrence for each country within the trademark family.

Details of the amounts for each country for each stage may be viewed and printed.

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How many groups can I use to classify the trademark families?
You may use any number of groups to classify your trademark families according to your needs.

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Can I add a grouping at any time, and generate reports based on that grouping?
Yes, a new grouping may be devised; each trademark allocated to the members of the grouping; and a new analysis run, without recalculating the portfolio costs and times.

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What time periods are available to report by?
You have the option to specify yearly, quarterly or monthly time periods.

The program default is to show reports by year, which displays the analysis by year for the life of the trademark families. If you specify the quarterly timeline, the report displays up to 20 quarters, covering a 5-year period. If you specify the monthly timeline, the report displays up to 24 months.

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What is a Pivot Table Report?
A Pivot Table Report is an Excel spreadsheet that gives the user advanced options for interpreting their data in a variety of ways without having to enter different formulas to achieve their desired reporting structure. This functionality can be particularly useful when faced with a large set of data or to analyze the relationships between numerous data parts.

In Portfolio Estimator - Trademarks a Pivot Table Report can be run for any non-multi group category (class, owner, custom status, and/or user-defined groups), and can include Strategy Planner and portfolio data (for portfolios of 8 families or more), as well as projected filings.

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Can I see reports for the costs incurred in the past as well as estimates for the future?
No, estimates are only for costs expected in the future. The analyses are based on these future estimates only, therefore no historical reports are possible.

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Do I need Excel?
Yes, since the program uses Excel to produce and display (most) reports, a full version of Excel must be installed on any computer running the Portfolio Estimator - Trademarks.

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What if I only have the Excel viewer installed, can I still use your application?
No, unfortunately, the full installation of Excel and all of its components is required in order to run the program.

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