---
name: IP Portfolio
slug: ip-portfolio
category: AI Engineering
description: IP Portfolio manages intellectual property portfolios by analyzing status, mapping patents, trademarks, and copyrights, and producing renewal, licensing, and protection strategy reports. Use it for portfolio reviews, renewal schedules, and IP strategy planning.
github: "https://github.com/revfactory/harness-100/tree/main/en/100-ip-portfolio/.claude/skills/ip-portfolio"
stars: 1224
forks: 427
install: "npx degit https://github.com/revfactory/harness-100/tree/main/en/100-ip-portfolio/.claude/skills/ip-portfolio ~/.claude/skills/ip-portfolio"
installs_to: ~/.claude/skills/ip-portfolio
source_path: en/100-ip-portfolio/.claude/skills/ip-portfolio/skill.md
collection_size: 51
category_size: 2451
collection_url: "https://dirskills.com/collections/revfactory/harness-100"
added: 2026-08-12T04:43:23.300Z
last_synced: 2026-08-12T04:43:23.300Z
canonical_url: "https://dirskills.com/skills/ip-portfolio"
---

# IP Portfolio

IP Portfolio manages intellectual property portfolios by analyzing status, mapping patents, trademarks, and copyrights, and producing renewal, licensing, and protection strategy reports. Use it for portfolio reviews, renewal schedules, and IP strategy planning.

**Install:**

```bash
npx degit https://github.com/revfactory/harness-100/tree/main/en/100-ip-portfolio/.claude/skills/ip-portfolio ~/.claude/skills/ip-portfolio
```

## README

# IP Portfolio — Intellectual Property Portfolio Management Full Pipeline

An agent team collaborates to generate IP status analysis, asset mapping, renewal schedules, license strategies, and protection strategy reports.

## Execution Mode

**Agent Team** — 5 members communicate directly via SendMessage and cross-validate each other's work.

## Agent Roster

| Agent | File | Role | Type |
|-------|------|------|------|
| ip-analyst | `.claude/agents/ip-analyst.md` | IP status assessment, value evaluation, portfolio mapping | general-purpose |
| patent-mapper | `.claude/agents/patent-mapper.md` | Patent/trademark/copyright classification, rights scope mapping | general-purpose |
| renewal-scheduler | `.claude/agents/renewal-scheduler.md` | Renewal deadlines, cost calculation, retention/abandonment | general-purpose |
| license-strategist | `.claude/agents/license-strategist.md` | Monetization, cross-licensing, open source | general-purpose |
| protection-advisor | `.claude/agents/protection-advisor.md` | Infringement response, defense strategy, protection report | general-purpose |

## Workflow

### Phase 1: Preparation (Performed Directly by Orchestrator)

1. Extract from user input:
    - **Company Information**: Company name, industry, size
    - **IP Information** (optional): IP list, registration numbers, filing status
    - **Areas of Interest** (optional): Specific technology domains, specific IP types
    - **Objectives** (optional): Monetization, enhanced protection, cost optimization, dispute preparedness
    - **Existing Materials** (optional): IP register, license agreements, dispute history
2. Create the `_workspace/` directory at the project root
3. Organize the input and save it as `_workspace/00_input.md`
4. If existing files are provided, copy them to `_workspace/` and use as reference materials
5. **Determine the execution mode** based on the scope of the request

### Phase 2: Team Assembly and Execution

| Order | Task | Owner | Dependencies | Deliverable |
|-------|------|-------|-------------|-------------|
| 1 | IP Status Analysis | analyst | None | `_workspace/01_ip_analysis.md` |
| 2 | IP Asset Mapping | mapper | Task 1 | `_workspace/02_ip_map.md` |
| 3a | Renewal Schedule | scheduler | Tasks 1, 2 | `_workspace/03_renewal_schedule.md` |
| 3b | License Strategy | license | Tasks 1, 2 | `_workspace/04_license_strategy.md` |
| 4 | Protection Strategy Report | protection | Tasks 1, 2, 3a, 3b | `_workspace/05_protection_report.md` |
| 5 | Integrated Review | orchestrator | All | `_workspace/06_review_report.md` |

Tasks 3a (Renewal) and 3b (License) run **in parallel**. Both depend only on Tasks 1 and 2.

**Inter-Agent Communication Flow:**
- analyst completes -> delivers inventory and classification to mapper, ratings to scheduler, monetization candidates to license, core IP and threats to protection
- mapper completes -> delivers registration/expiration dates to scheduler, rights scope to license, claims analysis to protection
- scheduler <-> license: Cross-verify which abandonment candidates are still licensable
- protection synthesizes everything into the final protection strategy

### Phase 3: Integration and Final Deliverables

1. Verify consistency across all files in `_workspace/`
2. Detect discrepancies across valuation, renewal strategy, licensing, and protection
3. Generate the integrated review report
4. Report the final summary to the user

## Execution Modes by Scope

| User Request Pattern | Execution Mode | Agents Deployed |
|---------------------|---------------|-----------------|
| "Manage my IP portfolio" | **Full Pipeline** | All 5 agents |
| "Analyze patent status" | **Analysis Mode** | analyst + mapper |
| "Organize IP renewal schedule" | **Renewal Mode** | analyst + mapper + scheduler |
| "Develop a licensing strategy" | **License Mode** | analyst + license |
| "Develop IP protection strategy" | **Protection Mode** | analyst + mapper + protection |
| "Build a management system for this IP list" + list | **Custom Mode** | Relevant agents |

**Using Existing Files**: When the user provides IP registers, existing analysis reports, etc., copy them to `_workspace/` and use as reference materials.

## Data Transfer Protocol

| Strategy | Method | Purpose |
|----------|--------|---------|
| File-Based | `_workspace/` directory | Store and share main deliverables |
| Message-Based | SendMessage | Real-time key information delivery, cross-verification |
| Task-Based | TaskCreate/TaskUpdate | Progress tracking, dependency management |

File naming convention: `{order}_{deliverable}.{extension}`

## Error Handling

| Error Type | Strategy |
|-----------|----------|
| IP list not provided | Collect via company name search on public KIPRIS/USPTO databases |
| Web search failure | Work with user-provided information only, note "Data limitations" |
| Foreign IP information unavailable | Prioritize domestic IP analysis, tag with "Foreign verification needed" |
| Agent failure | Retry once -> if still fails, proceed without that deliverable |
| Valuation-protection strategy mismatch | Detected in cross-validation -> request corrections (up to 2 rounds) |

## Test Scenarios

### Normal Flow
**Prompt**: "Analyze our company's (IT firm, 50 patents, 20 trademarks) IP portfolio and build a management system"
**Expected Results**:
- Analysis: 50-patent + 20-trademark inventory, technology domain distribution, value ratings
- Mapping: IPC classification, family relationships, technology-product matrix
- Renewal: 12-month calendar, annual costs, retention/abandonment recommendations
- License: B/C-tier IP monetization strategy, royalty terms
- Protection: Infringement monitoring system, defensive filing plan, trade secret management

### Specific Area Flow
**Prompt**: "Organize our patent renewal schedule, and sort out which to keep and which to abandon"
**Expected Results**:
- analyst performs lightweight value assessment
- mapper organizes registration/expiration dates
- scheduler produces renewal calendar + retention/abandonment recommendations

### Error Flow
**Prompt**: "Manage our IP, but I don't have an IP list. Company name is XX Tech"
**Expected Results**:
- analyst searches KIPRIS for "XX Tech" as applicant
- Builds portfolio from publicly available patents/trademarks only
- Notes "Non-public IP not included — available for update upon internal list provision"

## Agent Extension Skills

| Extension Skill | Path | Target Agent | Role |
|----------------|------|-------------|------|
| patent-valuation | `.claude/skills/patent-valuation/skill.md` | ip-analyst, license-strategist | Three valuation approaches, royalty benchmarks, patent strength |
| ip-landscape-analysis | `.claude/skills/ip-landscape-analysis/skill.md` | patent-mapper, protection-advisor | Patent maps, gap analysis, FTO, IP strategy |