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Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work.
复制安装指令，让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "portfolio" 技能： 1. 下载 https://raw.githubusercontent.com/anthropics/claude-for-legal/main/ip-legal/skills/portfolio/SKILL.md 2. 保存为 ~/.claude/skills/portfolio/SKILL.md 3. 装好后重载技能，告诉我可以用了
Surfaces what's renewing, adds assets, records filings, and audits the register.
Follow the workflow below and read
~/.claude/plugins/config/claude-for-legal/ip-legal/portfolio.yaml.
Default (no args): equivalent to --report — show deadlines in the
next 90 days grouped by urgency (🔴 lapsed/grace, ⏰ due within window,
🟡 upcoming, 🌐 agent-managed, ❓ unknown).
--report [--days N]: Mode 2. Change the window with --days
(30 / 60 / 90 / 180 typical). Always prepend the work-product header
per CLAUDE.md → Outputs. Always close with the verification caveat.
--add: Mode 3. Walk through a new asset interactively — type,
jurisdiction, number, dates, owner, business owner. Capture a custom
rule if the jurisdiction isn't built in.
--update: Mode 4. Record that a maintenance filing or fee payment
was made, sync with the IP management system, or change an asset's
status. Enforce the consequential-action gate before setting any
deadline to filed.
--audit: Mode 5. Broader health check — deadline hygiene,
registration gaps, use-in-commerce questions on §8-approaching marks,
owner inconsistencies, expiration horizon, unwatched marks.
If the register is empty and an IP management system is connected: Offer Mode 1 — pull the portfolio from the system of record and initialise the register.
Guardrail reminder: Computed deadlines are reference only. Every output closes with a line directing verification against the USPTO TSDR, WIPO, or relevant registry before filing or paying. A docketed-but-wrong deadline creates false confidence; do not let the user treat this as the system of record unless the IP management system is sync-integrated.
/ip-legal:portfolio
/ip-legal:portfolio --report --days 180
/ip-legal:portfolio --add
/ip-legal:portfolio --update
/ip-legal:portfolio --audit
This skill tracks deadlines from what you tell it. It works much better connected to:
CONNECTORS.md at the repo root for how to get one added.CONNECTORS.md.Without either, paste your docket or upload a spreadsheet and I'll track from there.
A trademark registration that isn't renewed on time can be cancelled. A patent without its maintenance fee paid lapses. A domain that expires can be sniped within the hour. All of this is avoidable, and all of it depends on one thing: the right deadline is on someone's calendar, tied to the right registration number, in the right jurisdiction.
This skill maintains that calendar.
The deadline rules this skill applies reflect publicly available requirements as of the skill's build date. IP office requirements, grace periods, fee structures, and maintenance schedules change. Always confirm computed deadlines against the USPTO TSDR / Patent Center, WIPO Madrid Monitor / Patentscope, EUIPO eSearch, UKIPO online records, or the relevant national registry before acting. If you use Anaqua, CPA Global, Clarivate, Alt Legal, or another IP management system, their docket is authoritative for your assets — use this tracker to organize and surface their data, not to replace it.
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Draft a DMCA takedown notice, triage one you received, or draft a §512(g) counter-notice. Use when asserting copyright through a §512(c)(3) takedown with the fair-use and perjury gates, when an incoming takedown needs triage into comply / counter / engage / ignore options, or when drafting a §512(g)(3) counter-notice with the consent-to-federal-jurisdiction gate.
Search watched registries for community legal skills, showing matches with descriptions and offering to show the full SKILL.md before install. Use when the user says "browse", "search skills", "find a skill for", "what's out there for", or wants to add a new registry to the watchlist.
Case status summary by audience — client-facing (plain language), internal (for the professor), or court-ready (formal caption format per local rules). Same facts, different framing and depth. Use when a student needs to update the client, brief the professor, or prepare a court status report.
Draft a brief section in house style, consistent with the case theory — every fact cited, every case checked, every argument tied to the theory. Use when the user says "draft the [section]", "write the statement of facts", "argument section on [issue]", or needs a first draft of a brief section.
Build a deposition outline for a witness — pull their documents from the eDiscovery platform, organize topics around the case theory, and surface impeachment material. Use when the user says "depo prep for [witness]", "build a depo outline", or "prepare for [name]'s deposition".
Manage matter workspaces — create, list, switch, close, or detach the active matter. Use in multi-client private practice to keep one client's context separate from another, or when a substantive skill needs to know which matter it's working in.