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Intellectual Property

Track patent maintenance fees, trademark renewals, and domain expirations across every entity. Never miss a deadline that forfeits protection.

Never miss a patent maintenance fee, trademark renewal, or domain expiration.

Deadlines That Forfeit Rights

Most compliance failures come with a fine and a path forward. Miss an annual report, pay the penalty, reinstate. IP is different.

Miss a patent maintenance fee and the patent lapses. Miss a trademark Declaration of Use and the registration gets cancelled. Let a domain expire and someone else registers it within hours. The consequence isn’t a late fee — it’s permanent loss of rights. Lextree’s Intellectual Property module tracks the deadlines and documentation that determine whether you keep what you’ve earned. Not prosecution, not portfolio strategy — just the compliance obligations attached to your assets.

Patents, Marks, Domains

The USPTO requires patent maintenance fees at 3.5, 7.5, and 11.5 years after issue. Each deadline has a six-month payment window followed by a six-month surcharge period. Miss both and the patent lapses. Lextree tracks these from the issue date with reminders at six months, 90 days, and 30 days. Foreign patents with annual schedules use custom deadlines.

US trademarks require a Section 8 Declaration of Use between years five and six after registration — a filing many organizations overlook because it falls outside the standard ten-year cycle. Missing it means cancellation. Section 8 and Section 9 sit in separate records. International marks under the Madrid Protocol use custom event dates. Domain reminders go out at 90, 60, 30, and 7 days before every expiration, regardless of auto-renew status. Even with auto-renew enabled, domains expire when cards fail or renewal notices go to unmonitored inboxes.

Portfolio by Entity

Most organizations track IP across law firm databases, registrar portals, and spreadsheets. The law firm knows the patents it prosecuted, marketing knows the trademarks, IT knows the domains. Nobody has the complete picture.

Lextree provides one registry of IP assets organized by the entity that owns them. Each asset type (patents, trademarks, copyrights, domain names) gets its own structured record — registration numbers, issue dates, jurisdictions, and renewal deadlines. Each asset carries an assignment chain: the ownership transfer history from original assignee to current owner. Patent assignments include USPTO reel and frame numbers. Trademark assignments capture whether goodwill was transferred, a legal requirement for validity. When due diligence questions ownership, the chain of title is already in place. A company ten years old might have domains at GoDaddy, Namecheap, Squarespace, and a legacy registrar from an acquisition. Lextree consolidates them into one registry regardless of registrar.

Teams still consolidating that portfolio by hand can start with our free intellectual property register template and migrate the registry into Lextree once the asset count outgrows a single sheet.

Trade Secret Protection

Trade secret protection differs from every other form of IP compliance. No registration, no renewal, no government office. Protection depends on proving two things: you identified the information as a trade secret, and you took reasonable steps to keep it confidential.

If you can’t prove both in court, the protection doesn’t exist — regardless of the information’s value. When a former employee takes a pricing algorithm to a competitor, the first question in litigation is whether the company treated that information as a trade secret. A contemporaneous record answers that more persuasively than testimony from memory. The Trade Secret Registry captures what each secret is, why it has economic value, and who has authorized access. Protective measures get their own documentation: physical security, technical controls, NDAs, need-to-know policies.

IP in Context

A patent owned by a subsidiary is only as secure as that subsidiary’s legal standing. If the entity’s registration lapses, the ownership chain is clouded.

Every IP asset anchors to a legal entity. View an entity and see its patents, trademarks, copyrights, and domains alongside registrations, tax filings, insurance policies, and contracts. IP licensing agreements can live here or in Contracts — organizations with dedicated IP teams keep licenses alongside the portfolio; legal teams that manage agreements centrally prefer Contracts. Vendor NDAs that protect trade secrets live in Vendors; the trade secrets themselves live here.

Trusted by

An established platform, not a new bet

15 years
In market
118 jurisdictions
Where customers operate

Built secure

The record auditors trust. Protected the way they expect.

Lextree is built for the people who lose sleep over compliance, so security isn’t optional.

  • Encrypted in transit and at rest

    Every byte that moves through Lextree travels over TLS 1.2 or higher, and the managed infrastructure it runs on encrypts stored data with AES-256.

  • Hosted in audited, SOC 2 facilities

    Lextree runs on infrastructure certified to SOC 2 Type II, hosted in ISO 27001 data centers.

  • Role-based access, scoped to your data

    Users see only what their role allows, and Lextree subscribers never see each other's data.

  • An automatic trail of every change

    Every create, update, and delete is logged automatically — in the same database transaction — with the user who made it, a timestamp, and the fields that changed.

  • Daily backups, point-in-time recovery

    Your data is backed up on managed infrastructure, with point-in-time recovery to roll back to a moment before a mistake.

  • Passwordless sign-in, SSO, and MFA

    Sign in without passwords — Lextree never stores one to be stolen — with multi-factor authentication available and SAML or OIDC single sign-on on Enterprise plans.

Read the full security overview →
Part of these solutions

Intellectual Property is one piece of a bigger picture

See how this module combines with others to solve common compliance challenges.


Common questions

Frequently asked questions

Is Lextree an IP docketing system like CPA Global, Anaqua, or Alt Legal?
No. Dedicated IP docketing systems are deeply specialized for outside counsel and IP-heavy filings. Lextree’s IP module is built for the in-house corporate legal team that needs to track owned IP at a portfolio level — what we hold, which entity owns it, what’s coming due, and what it cost.
What kinds of IP does Lextree track?
Trademarks, patents (utility, design, provisional), copyrights, domain names, trade secrets, software registrations, and IP licenses (both inbound and outbound). Each with the registration jurisdiction, application date, registration date, class, owner entity, and renewal schedule.
Can Lextree send renewal and maintenance fee reminders?
Yes. Each registration carries its renewal calendar with advance reminders. Patent maintenance fees fire at 3.5, 7.5, and 11.5 years; trademark renewals fire at 5, 10, and beyond. Configure once, reminders fire forever.
Can we track IP ownership across entities?
Yes. Each IP record links to the owning entity. When IP is assigned between entities — a common M&A or restructuring activity — the assignment is recorded on the Timeline with the date and supporting assignment document.
Does Lextree handle inbound licenses we hold from third parties?
Yes. Inbound IP licenses live alongside the Contracts module, with the license terms, the licensor, royalty obligations, territory, and field of use. The underlying IP and the license contract cross-reference.
Can we track domain names and online IP?
Yes. Domains carry the registrar, registration date, renewal date, owning entity, and registrant lock status. The renewal calendar surfaces every domain coming due so none lapse silently.
Pricing

Every plan includes all 17 modules

Tiers add user limits, granular permissions, and enterprise controls. Modules stay constant.

  • Pro

    $75/ mo

    Includes 5 seats, then $5 / seat

    For teams moving off spreadsheets and scattered files.

    Start free trial →
  • Business

    $550/ mo

    Includes 5 seats, then $7.50 / seat

    For businesses that need collaboration, workflows, and reporting.

    Start free trial →
  • Enterprise

    $950/ mo

    Includes 5 seats, then $10 / seat

    For organizations with security, governance, and scale needs.

    Start free trial →

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