Say goodbye to spreadsheets. Custom Fields turn static patent data into dynamic, team-shared insights.
From Data to Decisions: Smarter, Faster, Together
Patent professionals have long been stuck juggling between patent platforms, spreadsheets, and email chains to manage internal insights, review notes, and classification systems.
This leads to:
- Delayed decisions
- Version control issues
- Duplicated work
- Disconnected context
But those days are over.
What Are Custom Fields?
Custom Fields is designed to create and attach your team’s unique knowledge directly into patent families or individual documents, including:
- Free-text annotations (e.g., reviewer notes)
- Numeric ratings (e.g., relevance or risk scores)
- Dates (e.g., target expiration or action deadlines)
- Dropdowns/taxonomies (e.g., business units, product codes)
These fields become a searchable, filterable, exportable part of the record, shared across your team and visible right inside our platform. Bridging the gap between raw patent data and your internal business logic.
The outcome? A live, searchable dataset shared between engineering, legal, and strategy teams, with everyone aligned on risk and relevance.
Why it matters
Whether you’re mapping patents to products, tagging them for licensing potential, or capturing internal review notes, your insights stay exactly where the work happens, inside the patent record itself. That means you can:
- Make patent data searchable by business logic: Find documents tagged with internal classifications, not just IPCs or keywords.
- Collaborate seamlessly: Notes, tags, and scores added by one team member are instantly visible to others.
- Save time on every review: Apply bulk annotations, triage faster, and skip the spreadsheet cycle.
- Generate richer reports: Export metadata directly into reports or dashboards, no reformatting needed.
- Control access with permissions: Manage who can view or edit fields, ensuring clean, consistent tagging.
Who benefits from it?
Custom Fields are built for everyone across the IP & innovation lifecycle:
- Patent Searchers & Analysts: Annotate results during FTO, prior art, or technology landscape reviews.
- IP Managers & Attorneys: Tag families for pruning, licensing, or business unit alignment.
- R&D Engineers: Link patents to product codes, flag relevance, or assign components.
- Litigation & Risk Teams: Track internal legal notes, flag risky claims, assign risk ratings.
- Business Development & Licensing Teams: Add negotiation status, revenue potential, and monetization tags.
Frequently Asked Questions
Will this affect my current records?
No. Existing patent records remain untouched unless you apply Custom Fields to them.
Can I opt out?
Yes, Custom Fields are optional. If your team prefers not to use them, nothing changes in your workflow.
Can we control who sees or edits fields?
Absolutely. Admins can set viewing/editing permissions per user or group.
Can I get a demo?
We’d love to show you! Get in touch with your account manager or click here.