Symphony logo

Symphony

by MaxVal Group · Since 2004
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ActiveAvailable globallyCloud
Quick facts
VendorMaxVal Group
Year launched2004
StatusActive
LocationMaxVal Group, Inc. 2251 Grant Road Los Altos, CA 94024 USA
Countries servedGlobal
Languages2
Integrations
Free tier
Free trial
Contact sales

About Symphony

Symphony is an IP management software from MaxVal Group that provides a comprehensive solution for managing the intellectual property lifecycle. It combines invention disclosure, docketing, portfolio management, country rules, and reporting so users can effectively oversee their IP assets. The software supports secure management practices and lets users control every aspect of their IP from inception to expiration. Symphony's design focuses on usability and scalability, catering to the evolving needs of organizations. Key capabilities: invention disclosure docketing portfolio management country rules reporting Best for: IP professionals that need to manage and track various aspects of their intellectual property effectively.

Symphony, developed by MaxVal, is a next-generation intellectual property management software designed to support the full lifecycle of patents and trademarks. Unlike legacy IP management systems, Symphony is built on Salesforce, ensuring robust security, scalability, and upgrade compatibility. Its purpose is to streamline invention disclosures, automate prosecution and docketing, facilitate renewals, and optimize portfolio management. By integrating artificial intelligence tools such as NoveltyAI and ClassifierAI, it provides IP professionals with the intelligence to make faster and smarter decisions at earlier stages of the lifecycle. The user interface of Symphony is intuitive and modern, featuring configurable dashboards, automated workflows, and easy navigation with fewer clicks required to perform tasks. This makes it possible for organizations to get up and running quickly without extensive training. Since it leverages Salesforce, Symphony benefits from industry-leading features such as advanced document management, reliable security, and global compatibility. In addition, it integrates with PTOs like the USPTO, ensuring accurate and complete IP data is readily accessible. Functionality is one of Symphony’s core strengths.

Pros & Cons

What users like
  • +Comprehensive IP lifecycle coverage
  • +AI-powered patentability and classification tools
  • +Secure and scalable Salesforce platform
  • +PTO and third-party integrations for accuracy
  • +Configurable workflows for flexibility
What users flag
  • Pricing not transparent
  • Learning curve for advanced features
  • Heavy reliance on Salesforce infrastructure
  • May require customization for niche industries
  • Limited public trial information

Features

Key features

End-to-End IP Lifecycle Support – Covers invention disclosure, prosecution, docketing, renewals, and portfolio optimization in one system.
AI-Driven Intelligence – Uses NoveltyAI and ClassifierAI for patentability assessments and classification to accelerate decisions.
Salesforce-Based Platform – Provides security, document management, workflow automation, and upgrade compatibility.
Automated Docketing and De-Docketing – Reduces errors and ensures timely IP tracking.
Integrated PTO Data Access – Keeps records current, complete, and accurate with global PTO links.
Configurable Workflows – Allows customization of processes for patents, trademarks, and IP portfolios.
Advanced Reporting and Analytics – Transforms data into actionable insights to optimize IP value.

Additional features

Invention Management – Capture and process ideas faster with structured workflows.
Trademark Management – Link trademarks to products, manage renewals, and integrate with USPTO.
Portfolio Optimization – Rank and categorize IP assets for strategic value.
Renewal Service – Streamlined renewals for both patents and trademarks.
Collaboration Tools – Workflow automation supports cross-team cooperation.
Security and Reliability – Salesforce infrastructure ensures enterprise-grade security.
Global PTO Integration – Direct links to PTO data maintain accuracy.
Reporting and Analytics – Custom reports for data-driven IP strategies.
Ease of Use – Quick onboarding, user-friendly dashboards, and minimal setup time.
Configurable System – Adaptable to different business models and industries.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
2
Interface languages
16
Billing currencies

Interface languages

EnglishGerman

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇰🇷KRW🇸🇬SGD🇭🇰HKD🇮🇳INR🇷🇺RUB🇧🇷BRL

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