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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.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "portfolio" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/claude-for-legal/main/ip-legal/skills/portfolio/SKILL.md 2. Save it as ~/.claude/skills/portfolio/SKILL.md 3. Reload skills and tell me it's ready
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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Review and approve (or reject) pending playbook update proposals from the playbook-monitor agent and apply approved changes to the practice profile. Use when the playbook-monitor agent has surfaced proposals, when the user says "review playbook proposals", "what playbook updates are pending", or wants to step through deviation-driven playbook changes.
Reference: review of SaaS subscription agreements with attention to the terms that matter most in subscription deals — auto-renewal mechanics, price escalation, data portability, uptime SLAs, and subprocessor rights. Loaded by /commercial-legal:review when a SaaS or subscription agreement is detected.
Drafts board or committee meeting minutes in your house format. Auto-detects upcoming board and committee meetings from your calendar, asks for the agenda and any slides or pre-read materials, and produces a complete draft in the format learned from your seed minutes. Also handles written consents in lieu of meetings. Trigger: "board minutes", "draft minutes", "upcoming board meeting", "committee minutes", "written consent", or calendar detection of an upcoming board or committee event.
Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.
Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".
Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a specific clause. Use when the user says "what changed in this contract over time", "show me the amendment history", "where's the latest [clause]", "how has [provision] evolved", or uploads multiple versions of an agreement.