Intellectual property law software that gives every asset a record built to outlast the filing

Intellectual property law work doesn’t stop at registration. Clio is the legal AI platform that keeps each asset’s disclosures, prosecution history, agreements, and deadlines connected, so a licence or infringement claim years later starts from what your firm already filed.

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Follow one asset from first filing to enforcement and renewal

Build around the protected right

Custom fields, related contacts, and matter templates tie the mark or patent to its owner, its inventors, and the client’s commercial goal.

See deadlines in context

Beside the matter, a docketing date sits with the correspondence, the research, and the fee record behind it.

Read the file history

Draw a chronology out of the prosecution record, compare licence terms against what was argued, and check the governing law with citations you can open.

Draft from the file itself

Turn your firm’s precedents into reusable templates, then produce a first-draft assignment, licence, or cease-and-desist for the lawyer to edit and sign off.

Know who owns what before you file

Clio’s intake forms and custom fields capture who owns and created each asset before the application goes out. You decide the filing route, and the ownership record stays in the matter for the licences and disputes that follow.

Keep the people straight. Track co-inventors, assignees, and licensees in contact management.
Keep the prosecution history. Office actions and amendments stay with the asset.
Check the record against the law. Legal research returns cited, verifiable authority.

Connect your docketing system to the legal work

Keep tracking office deadlines, renewals, and annuities in a dedicated docketing system, and bring its status data into the matter through integrations such as Alt Legal. You decide the response, and the work each date sets off stays with the asset.

Keep the system you trust. Your docketing platform still owns the office deadlines.
See the date with the work. Each renewal sits beside the response, instruction, and bill.
Enter each asset once. With the docket connected, nobody re-enters it.

Respond with the file history in view

Prepare agreements, responses, and cease-and-desist letters with Clio’s drafting, using your firm’s document templates and the asset’s own prosecution record. You review and finalise every document before it goes out.

Start from your precedents. Turn your firm’s best documents into reusable templates.
Answer for past positions. See what was argued and approved during prosecution.
Stay in charge of the substance. You edit the argument and sign off.

Take the protection record into the deal

Keep the licence draft, the counterparty, and the negotiation record beside the asset’s history, then collect signatures online. The obligations that outlive the deal stay with the right they rely on, so nobody hunts for the prosecution file mid-deal.

Know what you’re licensing. Scope, territory, and prior licences sit with the asset.
Track what outlives the signature. Ongoing obligations stay on the matter.
Bring the history to the table. Statements made during prosecution stay in the file.

Keep time, billing, and trust accurate

Record time against each asset as the work happens, and run billing for prosecution, licensing, and enforcement work. Track client funds in a trust account and reconcile it in Clio, and you review every bill before it goes out.

Capture time as you work. Log time and expenses against the asset.
Bill the way you charge. Use hourly, flat-fee, or mixed arrangements.
Keep trust records clear. Reconcile client funds against the bank.

400,000+
legal professionals trust Clio
100+
law societies and bar associations recognise Clio, including all 50 state bar associations in the United States
4.7
average rating across 13,000+ reviews

Clio has streamlined the entire process of getting clients in the door looking for conflicts of interest, and then getting the meetings with these clients so that we can almost instantly, within days, get these clients actually served by our professionals.

Kevin Buckley

Founder and Senior US Patent Attorney, Torrey Pines Law Group

IP law software FAQs

What is intellectual property law software?

IP law software keeps each asset’s ownership, prosecution history, agreements, deadlines, and enforcement work in one connected record, so the file supports the asset through protection, portfolio management, licensing, and dispute. Get a demo.

How is Clio different from standalone intellectual property law software?

Clio keeps the asset’s ownership, prosecution history, agreements, time, billing, and trust records on one matter instead of splitting them across separate tools. Because that context is shared, Clio’s legal AI can prepare research and drafts for your review, and the work you approve returns to the asset for the next licence, renewal, or dispute. Get a demo.

Does Clio include native patent and trademark docketing?

No. Clio does not calculate office deadlines, renewals, or annuities, and it is not built to replace a dedicated docketing platform. Integrations such as Alt Legal can supply that data, and the matter in Clio holds the legal work each date triggers. Get a demo.

Does that mean my firm runs two systems?

Yes, and most IP firms already do. A dedicated docketing system tracks the dates, and Clio holds the correspondence, research, drafting, time, and billing those dates produce. When the two are connected, nobody enters the same asset twice. Get a demo.

Can Clio help with licensing and enforcement?

Yes. The asset’s record sits beside the agreement and dispute work, so a licence draft or a response to an infringement claim starts from the asset’s own filings and public record. Get a demo.

Does Clio include legal research for IP matters?

Yes. Research a question about claim scope, infringement, or a licence term with the asset’s file attached. Clio’s legal AI returns cited federal and state authority, and you open each source, check it, and decide what applies to the client’s position. Get a demo.

Can Clio calendar court deadlines and e-file in IP disputes?

Yes, for litigation. If an enforcement matter goes to court, Clio calculates deadlines from the rules of supported US courts and ties each one to the matter for your firm to confirm. E-filing works with supported Texas, Georgia, and California state courts, not federal courts. Patent and trademark office dates stay in your docketing system. Get a demo.

Does Clio handle trust accounting for IP retainers?

Yes. Trust and operating funds sit on separate ledgers in Clio, with each deposit, transfer, and refund recorded under the matter it belongs to. Pay prosecution or licensing invoices from trust, get notified when a balance falls below the minimum you set, and reconcile the account in Clio. Compliance with your state bar’s trust rules stays with your firm. Get a demo.

Try Clio’s intellectual property law software

Walk one asset from disclosure to enforcement. A demo shows its ownership, prosecution history, agreements, and fees connected on one record.