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CPI IP Management Systems
Gaithersburg, Maryland, United States
What it is
CPI IP Management Systems provides intellectual-property management software and annuity payment services for securing and organizing patent, trademark, and related portfolios. Its patent system supports work from invention disclosure through prosecution with real-time automation. The trademark system provides automated docketing, official-office data updates, collaboration, customizable reporting, and data and deadlines across more than 100 jurisdictions. General Matters manages licenses, NDAs, litigation, contracts, deadlines, documents, entities, and workflows. Task Manager interprets incoming patent documents, creates validated tasks, and coordinates work across internal teams and outside counsel. Integrations include Microsoft Outlook calendar sync, DocuSign, and a built-in API. CPI describes the trademark platform as cloud-hosted and mobile-responsive and says it completes an independent SOC 2 Type 2 audit annually. Its annuity service includes transparent invoices, automated decision tools, and expert review in more than 100 jurisdictions. Subscriptions include unlimited users and extensive storage, while products and services include unlimited training and support at no additional cost. Pricing is available on request, with no long-term contracts or forced upgrades stated.
For and against
For
- Patent and trademark portfolio tracking
- Trademark coverage across more than 100 jurisdictions
- General matters and workflow management
- Built-in API, Outlook sync, and DocuSign
- Unlimited users, storage, training, and support
Against
- Pricing is available only on request
- Platform scope may exceed smaller teams’ needs
- No desktop platform is listed
- Cloud deployment may not suit every policy
The verdict
CPI combines IP portfolio software with annuity payment services, broad jurisdictional coverage, integrations, and ongoing support. It is geared toward professional IP operations, with pricing and deployment details best confirmed directly with CPI.
Who it suits
CPI suits legal departments, law firms, and brand owners managing patent and trademark portfolios. It also fits organizations needing annuity payment support across more than 100 jurisdictions.
Plans and prices
CPI IP Management Systems
Pricing on request
Read 1 Oct 2026 · itechguides.com
On the record
- AI task automation
- Task Manager interprets incoming patent documents, creates validated tasks, and coordinates work across internal teams and outside counsel.computerpackages.com · read 1 Oct 2026
- Annuity service
- CPI's annuity service includes transparent invoices, automated decision tools, and expert review in more than 100 jurisdictions.computerpackages.com · read 1 Oct 2026
- Cloud hosting
- The trademark platform is described as cloud-hosted and mobile-responsive.computerpackages.com · read 1 Oct 2026
- Contract terms
- CPI states that it offers no long-term contracts and no forced upgrades.computerpackages.com · read 1 Oct 2026
- General matters
- The General Matters System manages licenses, NDAs, litigation, contracts, deadlines, documents, entities, and workflows.computerpackages.com · read 1 Oct 2026
- Global coverage
- CPI states that trademark data and deadlines are supported across more than 100 jurisdictions.computerpackages.com · read 1 Oct 2026
- Integrations
- CPI lists Microsoft Outlook calendar sync, DocuSign integration, and a built-in API.computerpackages.com · read 1 Oct 2026
- Patent management
- The real-time patent system supports invention disclosure through prosecution with real-time automation.computerpackages.com · read 1 Oct 2026
- Product scope
- CPI provides intellectual-property management software and annuity payment services for securing, optimizing, and reducing costs across IP portfolios.computerpackages.com · read 1 Oct 2026
- Security compliance
- CPI says it completes an independent SOC 2 Type 2 audit every year.computerpackages.com · read 1 Oct 2026
- Support
- All CPI products and services include unlimited training and support at no additional cost.computerpackages.com · read 1 Oct 2026
- Target customers
- The trademark system is positioned for legal departments, law firms, and brand owners.computerpackages.com · read 1 Oct 2026
- Trademark management
- The trademark system provides automated docketing, official-office data updates, collaboration, and customizable reporting.computerpackages.com · read 1 Oct 2026
- Usage limits
- CPI says its subscriptions include unlimited users and extensive storage.computerpackages.com · read 1 Oct 2026
