IP renewal onboarding, handled from start to launch

From first contact to a live, fully managed portfolio. We keep onboarding simple on your side and handle the operational work behind the scenes.

IP renewal onboarding, handled from start to launch

From first contact to a live, fully managed portfolio. We keep onboarding simple on your side and handle the operational work behind the scenes.

PatentRenewal G2 Rating
Intellectual property dashboard with IP renewal status and instructions
Your onboarding journey

Your IP renewal onboarding, step by step

Move your portfolio to PatentRenewal.com with simple onboarding, expert data validation, and a ready-to-use platform setup, so you can start managing IP renewals without extra admin.

Step 00

Becoming a customer

The path to becoming a customer differs by setup. Here’s what to expect from yours.

Get a quote →
step0-standard
Step 01

Kick off

Welcome to PatentRenewal.com. We send you a welcome email with the next step and the portfolio details to start your onboarding and begin without adding unnecessary admin.

step1-placeholder
Step 02

Easy IP portfolio transfer

We ask for your portfolio, ungranted case details, provider handover information, renewal instructions, billing setup, payment terms, notification contacts, cost centres, and platform users in one simple step.

step2-placeholder
Step 03

Personalized platform setup

We create your PatentRenewal.com platform with the portfolio, users, billing, and notification setup needed to make your renewals easy to manage from day one.

step3-platform-setup-standard
Step 04

Smart IP data verification

We double-check your case data before upload, using expert verification and platform checks to make sure your renewal information is 100% accurate, up to date, and ready to manage in just a few days.

step4-data-verification-standard
Step 05

Your personalized platform is live

Your portfolio is live, your users are invited, and your renewals are ready to manage in PatentRenewal.com. We can send you tutorial videos so you can get started easily, and if anything is unclear, our team is available through help@patentrenewal.com with a response within 24 hours.

step5-platform-live-standard
Got a deadline in the next 30 days? Tell us, we fast-track it.

We review urgent IP renewals first and move them forward while your wider portfolio setup continues.

Talk to sales
IP portfolio transfer

Send the IP portfolio.
We build the setup around it.

From existing IP portfolio files to a ready-to-use IP renewal platform, without extra admin.

You send

Your existing IP portfolio data

We handle

The entire migration

Portfolio review and data validation
Ungranted case checks
Provider handover support where needed
Default renewal instruction setup for IP owners
Client-level setup for law firms
Invoice frequency and payment term setup
Billing and notification recipient setup
Platform user access
Customer-branded setup for law firms
Platform walkthrough and launch support
Seamless integrations
Bringing your portfolio data in

Flexible integrations across systems

End-to-end integration with any IP management system, internal tool, or portfolio data source, with guaranteed data transfer into the PatentRenewal.com platform.

IPMS Integrations
PATTSYWAVEIpendoAQXIPfolioDIAMS iQ● patsnapequinox+
API Connection
AI Agent
Connected via PatentRenewal.com API
Fetch renewal deadlines and fees for all EP and US patents.

Direct IPMS integration

Integrate the platform with your existing IP management software (Equinox, Patsnap, DIAMS, IPfolio, Ipendo, Memotech, PATTSY WAVE, AQX). Sync IP renewal data automatically and keep your tools aligned without manual updates.

Renewal API

Connect your own systems, internal tools, or AI agents directly to the PatentRenewal.com API. Pull renewal deadlines, fees, and case status on demand.

Manual import

CSV, Excel, PDF export, or your latest provider invoice. If you're not on an IPMS yet, we'll work from the data you already have, and our team structures it into your active workflow before launch.

After launch

Renewals run through a clear workflow

Once your portfolio is live, the IP renewal follows the same clear workflow. You stay in control at every step with full visibility on the platform.

~90 days before due
1

Renewal notification

You receive notice of the upcoming renewal, the case details, and the cost. You confirm whether to renew, put it on hold, or stop.

~60 days before due
2

Invoice or deposit request

We send the invoice or deposit request based on your payment plan. Review and confirm the transfer.

With the Bulk payment plan, service fees are billed separately via one annual invoice.

With the Upcoming renewal plan, service fees are included with each renewal invoice.

After invoice payment
3

Payment prepared

We prepare the funds for the patent offices or local agents (we only use them where they’re legally required).

Before the due date

Renewal completed

Our team executes the payment. After a renewal is completed, documents, confirmations, and status updates appear in your platform real time.

1
~90 days before due

Renewal notification

You receive notice of the upcoming renewal, the case details, and the cost. You confirm whether to renew, put it on hold, or stop.

2
~60 days before due

Invoice or deposit request

We send the invoice or deposit request based on your payment plan. Review and confirm the transfer.

With the Bulk payment plan, service fees are billed separately via one annual invoice. With the Upcoming renewal plan, service fees are included with each renewal invoice.

3
After invoice payment

Payment prepared

We prepare the funds for the patent offices or local agents (we only use them where they’re legally required).

Before the due date

Renewal completed

Our team executes the payment. After a renewal is completed, documents, confirmations, and status updates appear in your platform real time.

Customer stories

Trusted by IP teams at leading companies

Now, we have a clear overview of costs and renewals for managing and budgeting. The platform is user-friendly and constantly being updated. Everything seems to run efficiently, and that’s exactly what you want: patents renewed on time, handled efficiently, and at the best price.

Dominique Durt avatar
Dominique Durt
Head of Innovation, DEME Group

I like the fact that I can get unused funds back because that is actually very good for my internal customers. I can tell them I changed providers to get a better deal, and here is money you get back.

roberta-Höglund
Robertha Höglund
Head of Intellectual Property, Elkem

I found a really good fit with PatentRenewal.com. It provided the balance I needed, allowing me to streamline the renewal processes across all three companies, reduce costs, and minimize administrative burdens without disrupting our existing legal relationships.

katalin solyom
Dr. Katalin Sólyom
Intellectual Property Manager, Nagel Group

With PatentRenewal.com, I know that the whole process is transparent. Especially the cost, which is an important feature. It feels like the way to manage patents in today’s era.

Olof Nilsson photo
Olof Nilsson
IP and Marketing Manager, FourPhase
Customer stories

What customers say about onboarding

Approved customer quotes will appear here.
FAQ

Your onboarding questions answered

How does IP renewal onboarding work with PatentRenewal.com?

The onboarding process is tailored to your portfolio size, current setup, and internal workflows. We first align on how you manage IP renewal instructions, invoicing, users, reporting, integrations, and client or cost-centre structures. We then collect and structure the portfolio data, verify every case, configure the platform, and prepare the IP renewals for management. For larger or more complex portfolios, the process includes a dedicated onboarding plan and platform walkthrough.

What files and information do we need to transfer an IP portfolio?

You can start with the portfolio files you already use, such as an IPMS export, case list, Excel or CSV file, PDF, or recent provider invoice. There is no need to rebuild your data in a new format before contacting us. Depending on your setup, we also collect ungranted case details, renewal instructions, payment terms, cost centres, billing and notification contacts, invoicing preferences, and IP renewal platform user details. Our team reviews the information and lets you know if anything is missing.

Can PatentRenewal.com contact our law firm or previous IP renewal provider directly?

Yes. With your approval, we can contact your law firm or previous renewal provider directly to request the portfolio data and information needed for the handover. This can reduce the work for your internal team and make it easier to transfer historical case information, renewal instructions, and upcoming deadlines. You remain informed throughout the process and decide what information we are authorized to request.

How do you verify IP portfolio data before the platform goes live?

Our IP renewal experts review each case against available local office data before the portfolio becomes ready to manage. The built-in platform checks also look for status changes, duplicate records, missing renewal information, and other discrepancies that could affect future payments. We investigate and correct the identified issues during onboarding, so the platform starts with accurate, up-to-date portfolio data rather than simply importing the files as received.

Can you show us how the IP renewal platform works in a demo?

Yes. You can book a tailored walkthrough with our team based on your portfolio, workflows, invoicing model, reporting needs, and integrations. You can also sign up online and explore the platform without going through a sales process. Once you are ready, you can upload your own cases, let our experts verify the data, review upcoming renewal costs and deadlines, and confirm the cases you want to renew.

Do you offer support after the onboarding process?

Yes. Support continues after your portfolio goes live and is included at no extra cost. You can contact our team at help@patentrenewal.com and expect a response within 24 hours or use the Help Center for quick guidance.

For more complex questions, we can arrange a call with the relevant team. Enterprise and key accounts also receive a dedicated Account Manager who understands their setup and supports the ongoing cooperation.

Ready to move your renewals into one platform?

Send us your portfolio file, provider invoice, or IPMS export. We will review the setup, confirm what is needed, and guide you through the switch to PatentRenewal.com.