Related case studies
IP Practice
A practice built on 150+ years of combined experience working with the world’s top IP filers.
The team has worked with some of the world’s largest patent and trademark filers across technology, pharmaceutical, manufacturing and automotive, with the technical depth to implement the right systems and the operational experience to run them at scale.
Selected partnership with Prokurio for IP budget scenario modeling.
IPMS platforms our practitioners have implemented: Anaqua · MaxVal · IP Manager · IPMaster · Foundation IP · CPA Global
Years Roger Jarman has spent across IP management, ELM and ERP.
Years of combined IP experience across the practice team: strategy, operations, systems and budget modeling.
Patent lifecycle processes harmonized for a global pharmaceutical company after a $50B acquisition (case study).
Patent attorneys and paralegals worldwide brought into one process design for that program.
How We Work
Three ways to engage, from one system to the whole IP function.
- 01
IPMS selection and implementation: platform choice, configuration, data migration and upgrades off legacy systems, with the IPMS connected to your ELM.
- 02
IP spend and portfolio review: renewal spend, jurisdictions and outside counsel arrangements tested against business value, with budget scenario modeling through Prokurio.
- 03
Managed IP operations: docketing, renewals, annuities and paralegal support, run fully managed, co-managed or project-based.
Services
IP management services for corporate IP teams.
01
IPMS Implementation & Upgrade
Selection, configuration and implementation on Anaqua, MaxVal, IP Manager, IPMaster, Foundation IP and CPA Global, and upgrades off legacy systems.
02
IP Operations Management
The IP function run day to day as a staffed managed service.
03
IP Administrative Services
Docketing, deadline management, IPMS data quality, portfolio administration and experienced IP paralegal support.
04
IP Renewal & Annuity Execution
Deadlines tracked, annuities paid, national phase entries managed.
05
IP Cost Savings & Portfolio Rationalization
Renewals, jurisdictions and outside counsel arrangements reviewed against business value.
06
IP Invoice & Foreign Associate Cost Management
IP invoices and foreign associate fees reviewed against agreed rates and the work actually needed.
07
IP Budget Modeling
Multi-jurisdiction filing and renewal scenarios through Prokurio.
08
Strategic IP Process Consulting
Filing discipline, intake and in-house workflows aligned to business strategy.
09
IP Portfolio Analytics & Reporting
Composition, renewal exposure, geographic coverage and cost per right, in a view the board can use.
10
Patent & Trademark Search
Prior art, clearance, freedom to operate and trademark availability, done by experienced practitioners.
Selected Partnership
Prokurio
No more surprise IP budgets. Scenario modeling for every jurisdiction your portfolio touches.
Through our selected partnership with Prokurio, we give Chief IP Counsel and Heads of IP Operations the ability to model global filing scenarios, run cost projections across jurisdictions, and align IP budget to business strategy, with the precision a spreadsheet will never provide. No surprise renewals. No unplanned annuity spikes. No budget overruns at year end.
What Prokurio solves
- →Multi-jurisdiction budget scenario modeling for growing patent and trademark portfolios
- →Dynamic cost projections that adjust as your portfolio strategy changes
- →Replaces unreliable Excel models with structured, auditable scenario analysis
- →Gives the Chief IP Counsel the confidence of a no-surprise budget conversation with finance
Delivered by Imran Jaswal
Swiftwater’s President & Co-Founder, Imran has helped global IP filers (patent-heavy technology, pharma, and manufacturing businesses) model their global filing strategies and align IP investment to financial and business planning cycles.
Named Practitioners
The IP management consultants you will work with.
Roger Jarman
EMEA Leader · IP Practice Lead
35+ years serving some of the world’s biggest organizations across IP management systems, ELM and ERP, and a sought-after consultant across EMEA. Roger leads Swiftwater’s IP practice and has implemented IPMS platforms including IP Manager and MaxVal. Before Swiftwater, he worked at Kroll and Wolters Kluwer. He is Onit Level 4 certified, so the IPMS connects cleanly to the ELM platform.
IPMS • IP Strategy • EMEA • Patent & Trademark
Hassan El Asraoui
CEO & Co-Founder
Has led IPMS implementation programs for some of the largest technology, pharmaceutical, and top-filing organizations globally, bringing a strategic lens to systems that typically receive only a technical one.
IPMS • IP Strategy • Technology • Pharma
Imran Jaswal
President & Co-Founder
Has implemented IPMaster, IP Manager, MaxVal and CPA Global products, and helps global patent and trademark filers project IP budgets, model global filing scenarios, and align filing strategy to business and financial planning cycles, eliminating the budget surprises that plague large portfolios.
IPMS • IP Budget Modeling • Filing Strategy
Danish Butt
Managing Director
Has improved IP operations and IPMS systems at some of the largest IP filers across manufacturing, automotive, and pharmaceutical sectors, with a focus on operational discipline and measurable cost reduction.
IP Operations • IPMS • Manufacturing • Pharma
Jeannine Puello
Managed Services and Legal Ops Leader
Legal operations expertise from Verizon and AT&T. Leads Swiftwater’s managed services practice, under which IP renewal execution, docketing and paralegal support run on a retained basis, fully managed or co-managed.
Managed Services • IP Operations • Legal Ops
Frequently asked questions
What is IP operations, and what does an IP management consultant do?
IP operations is the administrative and process backbone of an IP function: docketing, deadline and renewal management, annuity payments, national phase entries, data quality in the IPMS, and reporting. It is where most avoidable IP risk lives, since a missed renewal is a process failure with a permanent consequence. An IP management consultant improves how that function runs: the systems, the operations, the costs and the strategy that aligns filings to business priorities. Good ones have run these functions for large filers rather than only advised on them.
What IP administrative services do you provide?
Docketing and deadline management, renewal and annuity execution, national phase entries, IPMS data quality and portfolio administration, and experienced IP paralegal support. They run as an ongoing managed service or as added capacity alongside your in-house team, without additional headcount.
Do you manage IP invoices and foreign associate costs?
Yes. We review IP spend across renewals, annuities, outside counsel and foreign associates, find the arrangements that were priced years ago or no longer fit the portfolio, and restructure them. Budget scenario modeling through Prokurio then keeps next year’s spend predictable.
What is an IPMS, and which platforms do you implement?
An IPMS (intellectual property management system) is the system of record for a portfolio: rights, deadlines, renewals, inventors, and costs. We select, configure, implement, and upgrade across the leading platforms, including Anaqua, MaxVal, IP Manager, IPMaster, Foundation IP, and CPA Global, and we connect the IPMS to the broader legal technology stack.
What engagement models do you offer for ongoing IP portfolio management?
Three: fully managed, co-managed alongside your team, or project-based. Renewal execution, docketing and paralegal support run across the Americas, EMEA and APAC: deadlines tracked, annuities paid, national phase entries managed. Roger Jarman leads the IP work, and Jeannine Puello leads the wider managed services practice.
Have you worked with large global patent filers?
Yes. Our practitioners have worked with some of the world’s largest patent and trademark filers across technology, pharmaceutical, manufacturing and automotive. After a $50B acquisition, a global pharmaceutical company brought us in to harmonize its IP processes before it designed one consolidated IP management system. We ran workshops with 40+ patent attorneys and paralegals worldwide and harmonized 19 patent lifecycle processes, which became the design specification for the new system.
How can a company reduce IP portfolio costs without losing protection?
Through a portfolio audit that separates spend from value: renewals maintained by inertia, jurisdictions that no longer matter, and outside counsel arrangements priced years ago. Pruning those funds the protection that matters and typically pays for the exercise several times over. The assets worth keeping can also earn revenue: see our guide to monetizing intellectual property.
Ready to get more value from your IP portfolio?
Book a Discovery CallIP management pages
This page covers our full IP management practice: IPMS selection and implementation, IP operations, docketing and renewals, and IP budget modeling. We are system agnostic, and our professionals have implemented, selected, reviewed or operated the major IP management platforms for corporate IP teams.
The pages below go deeper on the questions and platforms buyers ask us about most. They are a starting point, and every platform is covered by the same team.