Release Notes

Public product updates are grouped by release week and loaded in batches as you scroll.

Release Week

Versions Released: 3.0.2, 3.1.0

Week Of:

  • Added disclosure list badges and detail panels for externally synced invention records, including related application context and clearer sync controls.
  • Added XLSX export for completed infringement overviews so claim, product, score, and evidence summaries can be reviewed offline.
  • Improved infringement overview completion handling so finished, partial, and no-evidence analyses display final states more consistently.
  • Made independent claims easier to identify in infringement overviews and clarified infringement summary labeling on chart cards.
  • Made disclosure merges more responsive with background finalization, duplicate-submit safeguards, and visible finalization status.
  • Improved Portfolio infinite scrolling so large portfolio tables load newly added rows more efficiently while preserving row selection.
  • Enabled automatic portfolio case creation from disclosures by default so new disclosure work flows into portfolio review more consistently.
  • Added manual controls for product-to-asset and competitor relationships, with synced results preserving user-managed additions and removals.
  • Improved patent PDF downloads by showing download availability more consistently when a stored PDF link is not present.
  • Polished Market Intelligence and Trademark interactions, including clearer finding-product badges and smoother attachment navigation.

Release Week

Versions Released: 3.0.0

Week Of:

  • Expanded Discover Ideas with dedicated documents, references, and family views to make idea review more complete in one place.
  • Updated disclosure indexes so filed disclosures are visually separated from active work during review.
  • Expanded trademark workflows with creation, editing, image previews, save-and-add-another, and stronger portfolio sorting and filtering.
  • Added customizable portfolio views with editable columns, pinned columns, custom columns, and preserved scroll position while navigating.
  • Improved infringement search with live progress updates, clearer step-by-step rendering, better partial completion handling, and additional result coverage.
  • Expanded patent review tools with share and export actions, figure reference links, side-by-side figure viewing, and a more polished overview and docket experience.
  • Added docket deadline workflow support to make patent follow-up work easier to manage from the patent detail experience.
  • Refined analysis and charting views with scoring filters, art chart type tags, updated tooltips, and saved default Landscape view settings on first load.

Release Week

Versions Released: 2.1.9, 2.1.10, 2.1.11, 2.1.12

Week Of:

  • Expanded infringement chart access for beta users.
  • Improved idea-generated disclosure analysis so disclosure work stays scoped to the originating idea.
  • Restored disclosure-backed art chart content behavior for more consistent review results.
  • Added rerun support that regenerates disclosure analysis outputs when teams retry disclosure workflows.
  • Updated disclosure notes so previous notes remain visible during review with the intended access controls.
  • Improved in-page actions across notes, reminders, monitoring, and organization management for more reliable updates.

Release Week

Versions Released: 2.1.5, 2.1.6, 2.1.7, 2.1.8

Week Of:

  • Redesigned the patent detail page with a clearer layout for review and navigation.
  • Added background portfolio exports with progress feedback and downloadable CSV results.
  • Expanded Market Intelligence with news visibility controls, clearer loading states, and updated infringement table layouts.
  • Improved Discover Ideas with a tag summary panel, updated idea card actions, and richer footer metadata.
  • Added markdown file upload support for teams that work from drafted text documents.
  • Expanded research coverage with non-patent web search and archived snapshots for product documents.
  • Improved organization and integration settings with new management screens and more reliable admin actions.
  • Updated analytics and claim review screens with clearer score badges, hover behavior, and fullscreen layouts.

Release Week

Versions Released: 2.1.2, 2.1.3, 2.1.4

Week Of:

  • Added saved portfolio views so teams can reuse common filter and table setups.
  • Added a standalone patent infringement search flow for faster comparison review.
  • Expanded Market Intelligence to surface hidden products during research workflows.
  • Improved Discover Ideas with scope charts, richer filters, clearer search actions, and visible processing status.
  • Added attachment support to eligibility analysis so uploaded materials can be included in review.
  • Updated product research so news items can be managed as product documents.
  • Expanded prior-art management on disclosure-backed charts for users with disclosure access.
  • Refined infringement review with clearer table interactions, alignment, and disclosure score visuals.

Release Week

Versions Released: 2.1.1

Week Of:

  • Added pinned portfolio columns so key fields stay visible while scrolling across wide tables.
  • Added editing and deletion for custom portfolio columns, with clearer validation for reserved names.
  • Marked AI-generated tags more clearly across portfolio and disclosure workflows.
  • Expanded image analysis for webpage-based research sources.
  • Improved documents and ideas index pages so cards, links, and primary actions work more reliably.
  • Updated market intelligence views with smoother loading behavior and clearer hover states.
  • Added an optional prior-art cutoff date to disclosures for teams that need time-bounded source review.
  • Improved portfolio imports and table behavior with more reliable optional inventor handling and CSV value round-tripping.

Release Week

Versions Released: 2.0.7, 2.1.0

Week Of:

  • Added portfolio custom columns so teams can create their own fields and sort assets using visible custom values.
  • Improved portfolio scoring with AI confidence summaries alongside portfolio asset analysis.
  • Expanded document parsing to handle larger files more reliably.
  • Updated market segment setup with a clearer configuration flow and easier competitor management.
  • Improved disclosure files and notes permissions with clearer visibility controls.
  • Reused the source document upload flow for a more consistent document management experience.
  • Improved disclosure review with internal counsel details on cards and more reliable sharing and assignment behavior.
  • Improved portfolio and disclosure data handling so imported values, source chronology dates, and document labels stay more consistent.

Release Week

Versions Released: 2.0.5, 2.0.6

Week Of:

  • Added a permission-aware how-to guides page with embedded walkthroughs for key product workflows.
  • Added automated patent claim drafting in disclosures, including editable claims and claim version history.
  • Expanded prior-art image analysis to support DOCX and PowerPoint uploads.
  • Refreshed patent explorer cards with a clearer browsing layout.
  • Updated disclosure files and notes so new uploads appear immediately after they finish.
  • Added tag-group-based disclosure assignment options in organization settings.
  • Improved organization settings by rejecting blank role names and handling larger tag-group forms more reliably.
  • Updated competitor workflows so newly added suggested competitors start monitored, the add-patent flow works more reliably, and locked participants are excluded from infringement analysis.
  • Standardized disclosure warning banners for a more consistent editing experience.

Release Week

Versions Released: 2.0.3

Week Of:

  • Added editable renewal recommendation ratings directly in portfolio tables.
  • Expanded portfolio imports to accept more common header labels and additional date formats.
  • Improved bulk upload feedback with clearer missing-field labels and more detailed skip summaries.
  • Fixed bulk upload summaries so skipped and partially saved totals stay accurate when key fields are missing.
  • Updated user edit forms so available role choices refresh when the selected organization changes.
  • Simplified market participant assignment with a cleaner selection flow.
  • Preserved manually added portfolio assets during proprietor syncs.
  • Improved proprietor sync performance for organizations with overlapping proprietor records.
  • Kept the Save changes bar visible in organization settings while scrolling.

Release Week

Versions Released: 2.0.0, 2.0.1

Week Of:

  • Added links from patent publication detail pages to grouped application and family views.
  • Improved the Art Charts index so cards load progressively with placeholder states.
  • Added loading indicators for citation previews while source documents are opening.
  • Improved export flows with clearer in-progress states and more consistent infringement score handling.
  • Added support for showing original-language citation text alongside translations in claim chart DOCX exports.
  • Expanded portfolio imports so existing assets can be updated and custom fields can be included during import and export.
  • Added earlier bulk upload validation for portfolio files, including clearer feedback for missing or duplicate headers.
  • Expanded market participant management with edit support for additional domains and patent entities.
  • Added the ability to remove market participants from market intelligence and surface them again through suggestion flows when needed.

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