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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PI Planner serves as a comprehensive and enterprise-focused software solution for managing Intellectual Property, offering organizations a complete overview of their entire IP assets, including patents, trademarks, designs, domain names, software, and proprietary knowledge. This software consolidates all relevant IP, financial, and strategic information into a single user-friendly interface, facilitating tasks from technology monitoring to portfolio assessment. With PI Planner, IP teams can efficiently track deadlines, oversee budgets, evaluate portfolio worth, and enhance decision-making through precise insights. The platform also features customizable dashboards, collaborative workflows, and smooth integration with existing IP databases, enabling innovation and IP departments to streamline processes, minimize risks, and ensure their IP strategies are in line with overarching business objectives. Among its notable functionalities are technology monitoring, portfolio visualization, deadline management, budget oversight, predictive analysis, valuation services, automated workflows, team collaboration spaces, tailored reporting, and API connectivity with various patent databases. Additionally, PI Planner empowers organizations to adapt to evolving market trends by providing real-time data analytics and actionable insights.

Description

MaxVal has been providing IP services since 2004. We have become one of the most trusted IP service providers in the industry, delivering high-quality, on-time IP services. We combined all this experience into Symphony® IP management software in 2015. Symphony is a Salesforce Lightning platform-based IP management solution that manages some the most valuable and innovative patents and trademarks in the world. Symphony is the most trusted IP technology solution. It can help you capture new ideas more efficiently, align your patent portfolio with your business more intelligently, and manage your trademark activities more efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Docusign No 
Juristat No 
SAP SuccessFactors No 
Workday HCM No 

Integrations

Adobe Acrobat Sign Yes 
Docusign Yes 
Juristat Yes 
SAP SuccessFactors Yes 
Workday HCM Yes 

Pricing Details

€2,500/year no user limit
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PI Motion

Founded

2011

Country

France

Website

pi-motion.fr/en/home-page/

Vendor Details

Company Name

MaxVal Group, Inc.

Founded

2004

Country

United States

Website

www.maxval.com/symphony-overview/

Product Features

Intellectual Property Management

Deadline Management No 
Docket Management No 
Document Management No 
IP Portfolio Management No 
Information Disclosure Management No 
Patent Tracking No 
Renewal Management No 
Spend Management No 
Trademark Tracking No 

Product Features

Intellectual Property Management

Deadline Management Yes 
Docket Management Yes 
Document Management Yes 
IP Portfolio Management Yes 
Information Disclosure Management Yes 
Patent Tracking Yes 
Renewal Management Yes 
Spend Management Yes 
Trademark Tracking No 

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