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TIP Tool

What it is

TIP Tool is a web platform for gathering invention ideas and managing patent portfolios through the patent lifecycle. Teams can tailor disclosure forms, attach supporting files, sort ideas, and collaborate through live edits, comments, discussions, and change tracking. The workflow follows ideas through patent stages, with status notifications and dashboards for delays, innovators, and access by role. Analytics include forecasts for patent success and costs, plus counsel and examiner statistics. The platform can provide automatic USPTO status updates for published and unpublished applications; Private PAIR access is a Premium feature. Docketing System Sync imports patent application data from Excel or CSV, while Patent Lookup presents available records such as documents, transactions, and continuity details. The free plan permits two Patent Lookup searches per portfolio; Premium permits up to ten. The Free plan is free, billed forever, for up to 10 users, 5 GB of storage, 10 MB files, and one portfolio. Premium is $50 a month. Triangle IP describes the product for startups, individual inventors, innovation managers, and patent practitioners.

For and against

For

  • Custom invention disclosure forms and supporting documents
  • Tracks ideas through patent stages with status notifications
  • Imports application data from Excel or CSV
  • Free plan supports up to 10 users
  • Reports patent success and cost predictions

Against

  • Free Patent Lookup is limited to two searches per portfolio
  • Free plan has 5 GB storage and 10 MB file limits
  • Private PAIR access is listed with Premium
  • Trademark portfolio tracking is not supported

The verdict

TIP Tool combines idea intake, patent workflow tracking, collaboration, and portfolio analytics in a web platform. Its free plan has defined storage, file, and search limits, while Private PAIR access is reserved for Premium.

Who it suits

It suits inventors and teams that need to collect ideas, coordinate patent work, and track portfolios. The listed audience ranges from individual inventors and startups to enterprise innovation managers and patent practitioners.

Plans and prices

Free

Free

up to 10 users · 5 GB storage · 10 MB files · 1 portfolio

Patent Family Tree

Free

personal-level purchase required

Art Unit Predictor

$5a month

personal-level standalone tool

Examiner Analysis

$5a month

personal-level standalone tool

Premium monthly

$50a month

up to 100 users · 20 GB storage · 50 MB files · 3 portfolios

Premium yearly

$495a year

up to 100 users · 20 GB storage · 50 MB files · 3 portfolios

Prosecutor Analysis

$500a year

organization-level standalone tool

Patent Family Tree (personal-level add-on)

Free

Works in every organization or portfolio the user is part of

Examiner Analysis (organization-level add-on)

$5a month

Price multiplied by number of users · Admins purchase and assign licenses · Licenses valid only within that organization

Every plan, in full

On the record

AI summaries
An editable AI summary can be generated from the latest claims of a U.S. application when its filed PDF is uploaded.help.triangleip.com · read 15 Oct 2026
Analytics
The product offers patent success and cost predictions, plus counsel and examiner statistics.triangleip.com · read 5 Oct 2026
API and SDK
The official website and help center pages reviewed provide no public API or SDK documentation.help.triangleip.com · read 15 Oct 2026
Collaboration
The platform supports simultaneous editing, comments, discussion, and change attribution across teams.triangleip.com · read 15 Oct 2026
Company founded
LinkedIn lists Triangle IP as founded in 2016.linkedin.com · read 15 Oct 2026
Company headquarters and size
LinkedIn lists headquarters in Englewood, Colorado and company size of 11–50 employees.linkedin.com · read 15 Oct 2026
Company legal name
The maker identifies itself as Triangle IP, Inc.triangleip.com · read 15 Oct 2026
Compliance
Triangle IP reports completing a SOC 2 Type 2 audit covering August 1, 2025 to July 31, 2026, with the certificate issued September 16, 2026.triangleip.com · read 5 Oct 2026
Cost and success prediction
Analytics estimate patent-success odds and future expenses to support filing-budget decisions.triangleip.com · read 15 Oct 2026
Docketing integrations
Docketing sync imports Excel or CSV exports from systems such as AppColl, Foundation IP, and Patricia with automatic or manual field mapping.triangleip.com · read 15 Oct 2026
Documentation and support
The help center provides sections for the control panel, administration, analytics, idea management, portfolio management, and USPTO Private PAIR, plus support contact.help.triangleip.com · read 15 Oct 2026
Examiner and counsel analytics
The product reports examiner tendencies, Art Unit information, and law-firm or prosecutor performance.triangleip.com · read 15 Oct 2026
Free-case limit
The FAQ says free accounts are limited to 25 active cases and premium accounts to 100 active cases.triangleip.com · read 15 Oct 2026
Funding
Founder Thomas Franklin said in an interview that Triangle IP is bootstrapped and declined venture capital funding.ideamensch.com · read 15 Oct 2026
Idea capture
Users can submit invention disclosures through configurable forms, attach documents, and filter or sort ideas.triangleip.com · read 15 Oct 2026
International-data limit
Reviewers report that foreign applications are not live-synced with offices such as EPO, JPO, or CNIPA and may require docketing uploads.g2.com · read 15 Oct 2026
International portfolios
The Portfolio Manager can display U.S. and international applications together in one Applications tab, and docketing sync supports foreign application records.triangleip.com · read 5 Oct 2026
License and hosting
The reviewed official pages do not identify an open-source license or offer self-hosted deployment.triangleip.com · read 15 Oct 2026

The review

Overview

TIP Tool brings invention submissions, patent tracking, and portfolio analysis into a web platform for people handling intellectual property work. It is best suited to inventors and teams that want to connect idea intake with patent operations; its free tier is a useful starting point, but its storage, file, and portfolio caps narrow its reach.

For a small team managing one portfolio, it offers a practical way to organize ideas and follow patent progress. Organizations with multiple portfolios or a need for deeper USPTO access should weigh the paid capacity and Premium features before committing.

Key features

Customizable disclosure forms accept supporting documents, while sorting and filtering help teams keep incoming ideas organized. Real-time editing, comments, discussion, and change tracking make it easier to coordinate review and see who changed an idea. This combination is valuable when submissions involve several stakeholders, though the Free plan’s 10 MB file limit may constrain larger supporting files.

TIP Tool follows ideas through patent stages, sends status notifications, and provides dashboards covering delays and innovators, with role-based access. These tools give innovation managers a way to monitor progress, but the Free plan’s single portfolio is restrictive for organizations separating work by business unit or client.

Analytics include patent success and cost predictions, as well as counsel and examiner statistics. Automatic USPTO status updates cover published and unpublished applications; Private PAIR access is a Premium feature. Patent Lookup can surface application data, documents, transactions, continuity details, and other available records. The free allowance of two searches per portfolio is modest; Premium raises it to 10.

Docketing System Sync imports patent application data from Excel or CSV files from systems such as AppColl, Foundation IP, and Patricia, with automatic or manual field mapping. That can reduce re-entry for teams with existing docketing records. Portfolio Manager can display U.S. and international applications together, and docketing sync supports foreign application records.

Triangle IP says portfolio data is encrypted on U.S. AWS servers, developers cannot access it, passwords are not stored, and Stripe processes payments without storing card details. The company reports completing a SOC 2 Type 2 audit covering August 1, 2025 to July 31, 2026, with the certificate issued September 16, 2026. A help center covers administration, analytics, idea and portfolio management, and Private PAIR, alongside a contact-support option.

Pricing

The Free plan costs nothing, billed forever, and supports up to 10 users, 5 GB of storage, files up to 10 MB, and one portfolio. It is a reasonable entry point for a small team, but the portfolio and search caps make it a poor fit for broader operations.

Premium costs $50 a month, billed per month, for up to 100 users, 20 GB of storage, files up to 50 MB, and three separate portfolios. It adds Private PAIR access, case analytics, domestic family trees, customizable idea forms, real-time collaboration, and enhanced nurturing. The larger limits and added workflow capacity suit teams with active portfolios, but the plan still caps portfolios at three.

Personal-level Patent Family Tree is free with the purchase of any personal-level tool and works across every organization or portfolio the user belongs to. Personal-level Examiner Analysis and Art Unit Predictor each cost $5 a month, billed per user per month, and likewise work across organizations and portfolios. Organization-level Examiner Analysis and Art Unit Predictor each cost $5 a month per user; the price is multiplied by the number of users, admins assign licenses, and licenses are limited to that organization. Prosecutor Analysis costs $500 a year, billed per user per year, and works wherever that user participates.

Custom pricing is available with custom user, storage, portfolio, and file-size limits. The service offers a free trial, but its length and terms are not given. The paid entry point is $5/user/mo, so users should distinguish the lower-cost analysis add-ons from the broader Premium plan rather than assume that every paid feature comes with a single low-priced subscription.

Platforms

TIP Tool is a cloud service available on the web. That suits teams accessing a shared portfolio online, but it is not a choice for organizations requiring a desktop or mobile app platform.

Who it's for

Triangle IP identifies startups, individual inventors, enterprise innovation managers, and patent practitioners as its intended audience. Individual inventors and small teams can start with the capped Free plan; larger groups may benefit from collaboration, dashboards, and organization-level licenses. Patent practitioners managing multiple portfolios should pay particular attention to the one-portfolio Free cap and three-portfolio Premium cap.

Pros and cons

  • Pro: Idea intake, patent-stage tracking, collaboration, and analytics sit in one workflow, reducing the need to separate submissions from portfolio monitoring.
  • Pro: Docketing sync supports Excel and CSV imports with field mapping, including foreign application records.
  • Pro: The Free plan accommodates up to 10 users, offering a meaningful way for a small team to begin without a subscription charge.
  • Con: Free is limited to one portfolio, 5 GB of storage, 10 MB files, and two patent searches per portfolio.
  • Con: Private PAIR access is reserved for Premium, and several analytics tools are separate per-user add-ons.
  • Con: Premium’s 20 GB storage and three-portfolio maximum may still be limiting for larger, more complex practices.

Alternatives

For a broader comparison, see Legal Intellectual Property Management Software.

Patricia is a paid alternative with Android, iOS, web, Windows, and self-hosted options, making it worth considering when platform choice matters. JSK IP Suite is another paid option with broad platform support, including Linux, macOS, and self-hosted deployment.

Lightbringer has a free platform tier focused on innovation insights, patent strategy building, and pre-filing consultation, with competitor monitoring as an add-on; it may suit readers prioritizing those capabilities. Tradespace offers two patent applications free, then charges $149 per application without long-term commitments or minimums, a relevant option for users with limited drafting needs.

Simple IP is a free web option. AcclaimIP uses annual prepaid, per-seat licensing with seats automatically renewing annually, so it may suit buyers comfortable with quoted seat-based terms. DIAMS iQ and Minuet are paid alternatives.

Verdict

TIP Tool is a strong fit for inventors and innovation teams that want idea capture, patent workflow tracking, and analytics together, with a no-cost way to start. Its main reasons to look elsewhere are the tight Free limits, the Premium-only Private PAIR access, and the add-on charges for several analysis tools. Choose it when those connected workflows matter more than a larger portfolio allowance or a different deployment platform.

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