Streamline Patent Portfolio Management with Patlytics' AI-Powered Classification and Organization

Patlytics offers powerful AI-powered patent classification tools designed to simplify portfolio management, whether you are looking to manage large patent portfolios, organize patents by technology area, or prepare for bulk infringement analysis. These features are centered within the Patent Vault and Project Patent List modules, enabling users to efficiently organize, tag, and analyze their patent portfolios.

AI-Powered Auto-Classification: Speeding Up Patent Organization

To optimize portfolio management, Patlytics has its Auto-Classification Wizard, an automatic classification tool that leverages AI to quickly generate relevant patent tags and summaries. This feature is designed to help patent teams develop a comprehensive view of their portfolios, making it easier to identify key technologies, trends, and potential gaps.

Auto-Classify Wizard

With Patlytics’ Auto-Classify Wizard, users can select a set of patents and define specific objectives for generating classifications. The AI then proposes a list of taxonomy-based tags that users can review, edit, or delete before applying them to the patent set. This allows for quick context gathering and the creation of meaningful patent classifiers that align with the user's needs.

This automated process eliminates the manual effort typically required to classify large sets of patents, freeing up time for more strategic tasks like analyzing infringement risks or conducting competitive analysis.

Intelligent Portfolio Clustering: Bulk Infringement Analysis Made Easy

When it comes to large-scale infringement analysis, Patlytics offers an intelligent portfolio clustering feature that automatically groups patents into distinct technology areas. This feature ensures that each classification group is analyzed against the most relevant product documentation.

By clustering patents according to their technological characteristics, Patlytics improves the accuracy of the analysis. Each cluster receives its own dedicated product search and heatmap, making the entire process more efficient.

Scaled Tagging

Managing a large patent portfolio requires scalability, and Patlytics delivers this with scaled tagging. Users can classify up to 75 patents at once, dramatically speeding up the organization process. This bulk classification feature makes it easy to handle larger datasets without getting bogged down in the details.

Flexible Management and Tagging

While automation is key to Patlytics’ patent classification process, flexibility is also crucial. Patlytics provides several options for users who need to apply specific docketing or classification tags to individual patents, or for those who prefer a more hands-on approach.

Manual Tagging

For users who prefer to manually tag patents, Patlytics allows for manual tagging of patents within the Patent Vault or the Project Workspace. Users can click a tag icon on individual patent rows or enter new tag names, giving them full control over how patents are categorized and organized. This option is especially useful when patents require more detailed, custom classifications.

Pre-Defined Tag Lists: Leverage Your Existing Taxonomy

If your organization already uses a predefined taxonomy, Patlytics makes it easy to integrate this existing system. Users can select from a list of pre-defined classification tags and bulk-add patents to these categories. This functionality streamlines the tagging process, especially when managing large portfolios with an established organizational structure.

"Classify Anywhere" Workflow

Patlytics offers a "Classify Anywhere" workflow, allowing users to classify patents either at the organization level in the Patent Vault or within a specific Project Workspace. Patents in a project can inherit classifications from the organization-wide Vault, or users can auto-classify patents directly within their workspace without needing to add them to the Vault first. This flexibility ensures that patents can be tagged and organized in whatever way best suits the user’s workflow, whether on a high-level or within specific projects.

Strategic Analysis and Filtering: Optimizing Patent Portfolio Insights

Once your patents are classified, Patlytics provides the tools necessary to quickly triage and analyze your portfolio, ensuring that the most critical patents are highlighted for further action.

Classification-First Setup: Accurate Infringement Portfolio Heatmaps

Patlytics recommends a classification-first setup when running an Infringement Portfolio Heatmap. By classifying patents by technology area before conducting the analysis, Patlytics simplifies the workflow for analyzing patents against appropriate products. This can reduce the risk of false negatives caused by product mismatches, providing more accurate insights and allowing for a deeper understanding of portfolio performance.

Portfolio Triage: Streamlining Analysis Workflows

Patlytics’ filtering capabilities allow users to filter the entire portfolio by classification tags, enabling users to jumpstart specific analysis workflows, such as infringement or invalidity checks. This tagging-first approach accelerates decision-making and ensures that users can quickly pinpoint patents that require attention, whether for litigation, licensing, or strategic development.

Group Management: Refine AI-Generated Groupings

While Patlytics’ AI-powered clustering tool offers powerful automation, the platform also allows for manual adjustments to the AI-generated groupings. Users can move patents between categories to fine-tune pre-search segments, ensuring that the patent clusters are as accurate as possible and aligned with the user’s specific objectives.

Conclusion: Enhance Patent Portfolio Management with Patlytics

Patlytics’ comprehensive patent classification and organization features, powered by AI-driven automation, are transforming how patent professionals manage large portfolios. By combining automatic classification, manual tagging, and strategic analysis tools, Patlytics makes it easier than ever to understand your portfolio’s subject matter and scope.

Whether you’re preparing for bulk infringement analysis or simply looking to organize your patents for better strategic insights, Patlytics’ robust platform ensures you have the tools you need to stay ahead in a competitive IP landscape.

To learn more about Patlytics, check out customer testimonials or book a demo today.