Portfolio management

Trademark portfolio management built for scale

Managing trademarks across clients, jurisdictions, and renewal deadlines shouldn't be a gamble. LexiDots is the cloud-based platform that keeps your IP assets organised, compliant, and renewal-safe.

The problem

Pain points we routinely solve

Modern IP practice can’t run on email threads, calendar reminders, and disconnected spreadsheets. Here’s where teams get stuck — and how LexiDots resolves it.

Excel fatigue

Manual reminders and color-coded spreadsheets only work until someone forgets to update a row — and one missed row is a lost registration.

Scattered documents

Certificates in email, drafts in OneDrive, notes in WhatsApp. There's no single source of truth, and that's how clients lose confidence.

Zero portfolio visibility

Without a unified view across clients or subsidiaries, partner-level questions become a multi-hour spreadsheet exercise.

The solution

How LexiDots solves it

Purpose-built capabilities — not generic case management — keep your portfolio compliant and your team focused on legal work.

Centralised repository

All trademark details, classes, jurisdictions, and statuses live in one place — searchable, filterable, and accessible from anywhere.

Automated renewal tracking

Renewal and maintenance dates are tracked automatically, with reminders well in advance — 6 months, 3 months, and 1 month before due.

Client & matter linking

Link trademarks to clients and matters in two clicks. Pull a full client portfolio in seconds, not hours.

Task-based workflow

Assign actions, monitor progress, and maintain full audit visibility. Every status change is logged with who, what, and when.

Secure document storage

Certificates, filings, and correspondence stored alongside each trademark — encrypted at rest, version-controlled, and access-logged.

Enterprise reporting

Portfolio summaries, renewal forecasts, workload distribution, and revenue pipeline — ready for partner meetings and client reviews.

Why teams choose LexiDots

Excel vs LexiDots — the difference is the difference between hope and certainty.

  • Error-prone manual tracking → automated rules engine with validation.
  • No audit trail → tamper-evident history of every change.
  • Hard to scale beyond a few hundred marks → built for portfolios of any size.
  • Poor team collaboration → role-based workflows with audit logs.
  • No compliance visibility → built-in dashboards for partners and clients.
Get started

Ready to elevate your IP practice?

Join the IP firms and corporate legal teams who modernized docketing, renewals, and reporting with LexiDots.

  • No implementation fees
  • Full data migration support
  • Onboarding & priority support included
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