Start from your daily work, not from a feature list
List the jobs that consume time every week: opening files, chasing renewals, preparing watching reports, answering clients.
The right platform should reduce hand-offs between spreadsheets, email and disconnected tools.
Must-have capabilities for industrial property
Case file management with statuses, owners and documents.
Deadline and renewal control with alerts that reach the right person.
Portfolio views by client and territory.
Trademark watching as software — not only a bought service.
A clear import path from Excel or your current program.
Questions to ask every vendor
Who is the product built for: end brand owners or IP professionals?
How long does a typical migration take, and who does the work?
Which offices and territories are covered for watching and data?
Where does AI help in concrete tasks, not as a slogan?