/portfolio

Surfaces what's renewing, adds assets, records filings, and audits the register.

Instructions

1. Follow the workflow below and read ~/.claude/plugins/config/claude-for-legal/ip-legal/portfolio.yaml.

2. 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).

3. --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.

4. --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.

5. --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.

6. --audit: Mode 5. Broader health check — deadline hygiene, registration gaps, use-in-commerce questions on §8-approaching marks, owner inconsistencies, expiration horizon, unwatched marks.

7. 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.

8. 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.

Examples

/ip-legal:portfolio

/ip-legal:portfolio --report --days 180

/ip-legal:portfolio --add

/ip-legal:portfolio --update

/ip-legal:portfolio --audit

Works better connected

This skill tracks deadlines from what you tell it. It works much better connected to:

• An IP management system (IPMS) via MCP — Anaqua, Clarivate IPfolio, AppColl, Patrix, Alt Legal, FoundationIP. A connected IPMS gives you the full docket, maintenance fee schedules, and incoming correspondence in one place, instead of the register being whatever the lawyer remembers to paste. Ask your IPMS vendor if they have an MCP connector, or see CONNECTORS.md at the repo root for how to get one added.
• USPTO directly via customer number — pulls status, deadlines, and correspondence for your whole portfolio rather than one application at a time. Not currently available as an MCP; on the wish list in CONNECTORS.md.

Without either, paste your docket or upload a spreadsheet and I'll track from there.

Purpose

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.

Important: deadline reference caveat

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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