Release Notes

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

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.

Release Week

Versions Released: 1.7.0, 1.7.1

Week Of:

  • Added new patent publication pages with grouped and detailed views.
  • Improved patent publication search options and download flows.
  • Added support for excluding entities in Art Chart searches.
  • Improved prior art results and clearer links for web research sources.
  • Expanded Portfolio custom columns and in-place asset editing.
  • Improved portfolio asset tagging and backfill coverage.
  • Added image analysis support for uploaded materials.
  • Improved claim chart exports and prior art display consistency.
  • Improved Ideas and Idea Atlas navigation with more reliable filtering links.

Release Week

Versions Released: 1.6.17

Week Of:

  • Added an actions dropdown to the Ideas page.
  • Added comparison counts to the Art Chart page.
  • Added filters to Art Chart views.
  • Added hero metrics and filtering to the Ideas page.
  • Created Portfolio assets automatically from draft disclosures.
  • Made business-alignment notes editable.
  • Improved Market Intelligence scoring.
  • Improved document text extraction.

Release Week

Versions Released: 1.6.14, 1.6.15, 1.6.16

Week Of:

  • Added patentability signals in organization settings.
  • Expanded disclosure download options.
  • Expanded idea export details.
  • Expanded publication date options in patent search.
  • Added detectability and eligibility filters.
  • Added family-level differentiation scores and sorting.
  • Added more score details in Portfolio.
  • Improved merged disclosure completeness.
  • Updated Portfolio scoring behavior.

Release Week

Versions Released: 1.6.12, 1.6.13

Week Of:

  • Added organization-level idea discovery settings.
  • Added prior art references section to disclosures export.
  • Added Portfolio asset creation controls for disclosures.
  • Expanded idea export details.
  • Expanded patent publication views.
  • Expanded interaction notes.
  • Updated disclosure assignment emails.
  • Open idea reference discussion links in a new tab.
  • Simplified search options.

Release Week

Versions Released: 1.6.9, 1.6.10, 1.6.11

Week Of:

  • Improved loading on market participant pages.
  • Refined prior art management and idea interactions.
  • Added Market Intelligence exports.
  • Expanded Insights tools for portfolios and patents.
  • Improved idea interactions.
  • Updated disclosure prior art controls.
  • Added paralegal support in disclosures.
  • Added prior art reference controls.
  • Improved Market Intelligence filtering.
  • Improved market participant access handling.

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