Our MaxVal implementation
One of the largest MaxVal implementations.
Roger Jarman, Sam Lu, Imran Jaswal and Hassan El Asraoui delivered one of the largest MaxVal implementations, for global filing across Asia and the United States: process design, implementation, multi-language rollout, data migration from a homegrown system, and go-live support across three continents.
01
Process
Docketing, filing and renewal processes designed for global filing across Asia and the United States.
02
Implementation
MaxVal Symphony implemented and configured for global filing.
03
Multi-language
Rolled out in multiple languages for IP teams across regions.
04
Data migration
Portfolio data migrated from a homegrown system and validated against the source.
05
Go-live support
Support through go-live across three continents.
By capability
MaxVal Symphony, capability by capability.
Based on our practitioners’ point of view, what we are hearing in the market, and what each vendor has stated.
| Capability | What MaxVal lists for Symphony for Corporations |
|---|---|
| Platform | Built on Salesforce’s Lightning platform since its launch in 2016, with configurable workflows and automation. |
| Patents and portfolio | Patent management and portfolio management. |
| Invention disclosure | Invention disclosure. |
| Docketing | Docketing with country rules. |
| Renewals | Renewal management. |
| Trademarks | Trademark management. |
| Reporting | Reporting and analytics. |
From maxval.com, October 2026.
How it is priced
How MaxVal is priced.
01
Quoted per customer
MaxVal quotes each customer.
02
What drives it
Portfolio size, users, modules and the services you add.
03
Salesforce
Symphony runs on Salesforce, so check how platform licensing is handled in your quote.
04
One-time costs
Readiness, process design, configuration, data migration, integrations, testing and training.
Fit
Who MaxVal tends to fit.
These are tendencies from our implementation experience. Readiness and fit are confirmed on your own portfolio.
MaxVal tends to fit when
You want configurable workflows on a Salesforce platform, run global filing across regions, and want one system for patents, trademarks, disclosures, docketing and renewals.
Look harder when
Your portfolio is small or mostly trademarks and a lighter docketing tool would do, or no one will own configuration after go-live.
Compared
MaxVal compared with AppColl and Dennemeyer.
Based on our practitioners’ point of view, what we are hearing in the market, and what each vendor has stated.
| Area | MaxVal Symphony | AppColl | Dennemeyer DIAMS iQ |
|---|---|---|---|
| Platform | Built on Salesforce. | Web-based. | On-premises or cloud. |
| Scope | Patents, trademarks, invention disclosure, docketing, renewals and reporting. | Docketing, legal spend tracking and invention disclosure. | IP management, with a lighter DIAMS U tier and collaboration tools. |
| Pricing model | Quoted per customer. | Publishes per-user pricing. | Quoted per customer. |
Confirm with each vendor. The full landscape is in IP management software.
One team
Why corporate IP teams bring us in.
01
Operating model first
We start from how your IP team files, prosecutes, renews and budgets, then fit the platform to it.
02
Across platforms
Our professionals have implemented, selected, reviewed or operated the major IP management platforms, so the advice is not tied to one vendor.
03
Process, data, adoption
Process design, data migration and validation, multi-language rollout, testing, documentation and training adapted to your team.
04
Connected to the business
The IPMS linked to ELM, IP document management, eBilling and finance, so management dashboards match what finance sees.
How we help
How we help.
01
Evaluate
Symphony scored on your own scenarios, against the alternatives.
02
Implement and migrate
Process design, configuration, multi-language rollout, migration from legacy or homegrown systems, and go-live support.
03
Run and improve
Administration, docketing support and continuous improvement after go-live.
Who you work with
The team behind one of the largest MaxVal implementations.
Roger Jarman
EMEA Leader · IP Practice Lead
35+ years across IP management systems, ELM and ERP. Leads Swiftwater’s IP practice and has implemented IPMS platforms including IP Manager and MaxVal, among them one of the largest MaxVal implementations. Previously at Kroll and Wolters Kluwer. Onit Level 4 certified, so the IPMS connects cleanly to the ELM.
Sam Lu
Senior Advisor, Legal Technology
Onit Level 4 certified, with 30+ implementations and complex projects. Worked on one of the largest MaxVal implementations, covering global filing across Asia and the United States, a multi-language rollout and data migration from a homegrown system.
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 planning cycles.
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.
Frequently asked questions
What is MaxVal Symphony?
MaxVal Symphony is an IP management system built on Salesforce’s Lightning platform, with editions for corporations and law firms. For corporations it covers patent and portfolio management, invention disclosure, docketing with country rules, renewals, trademarks, reporting and analytics.
Is MaxVal a good fit for a corporate IP department?
Often, for teams that want configurable workflows and one system across patents, trademarks, disclosures, docketing and renewals. Fit depends on your operating model, data and who will own the platform, so we confirm readiness and fit first.
How is MaxVal priced?
MaxVal quotes each customer. The cost depends on portfolio size, users, modules and services, plus one-time costs for readiness, process design, configuration, data migration, integrations and training.
How does MaxVal compare with AppColl and Dennemeyer?
MaxVal Symphony runs on Salesforce and covers the full IP lifecycle. AppColl offers docketing, spend tracking and invention disclosure with published per-user pricing. Dennemeyer pairs DIAMS iQ with its own annuity and renewal services. The right choice depends on fit, which we confirm on your own scenarios.
Can MaxVal handle global, multi-language filing?
Yes. Our professionals delivered one of the largest MaxVal implementations, for global filing across Asia and the United States, including a multi-language rollout, data migration from a homegrown system and go-live support across three continents.
Evaluating MaxVal? Talk to the team behind one of its largest implementations.
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Also relevant: IP management guide, Enterprise Legal Management, Managed Services