II.
Workflow overview
Reference · liveworkflow:ip-portfolio-review
IP Portfolio Review overview
Reviews the intellectual property portfolio status — auditing patent filing timelines, evaluating trademark renewal schedules, assessing trade secret protection adequacy, reviewing open-source license compliance across codebases, and identifying patentable innovations from recent R&D work. Produces portfolio health report and filing recommendations. Excludes patent drafting.
Attributes
displayName
IP Portfolio Review
workflowKind
governance
triggerType
scheduled
typicalCadence
quarterly
complexity
cross-team
description
Reviews the intellectual property portfolio status — auditing patent
filing timelines, evaluating trademark renewal schedules, assessing trade
secret protection adequacy, reviewing open-source license compliance
across codebases, and identifying patentable innovations from recent R&D
work. Produces portfolio health report and filing recommendations.
Excludes patent drafting.
Outgoing edges
applies_to_domain2
- domain:legal·DomainLegal
- domain:knowledge-management·DomainKnowledge Management
involves_role3
- role:license-auditor·RoleLicense Auditor
- role:security-reviewer·RoleSecurity Reviewer
- role:staff-engineer·RoleStaff Engineer
performed_by_org_unit2
- org-unit:legal-team·OrgUnitLegal Team
- org-unit:engineering·OrgUnitEngineering
triggers_responsibility2
- responsibility:dependency-audit·ResponsibilityDependency audit
- responsibility:vendor-evaluation·ResponsibilityVendor Evaluation
Incoming edges
None.