Release Notes

Public product updates are grouped by release week and loaded in batches as you scroll.

Release Week

Versions Released: 3.2.8

Week Of:

  • Improved portfolio asset scoring so assessments are completed more reliably when portfolio records are linked or updated.
  • Added clearer messaging to Idea Discovery when ideas exist but none match the selected filters.
  • Added OpenID Connect support for organization sign-in integrations and authorization flows.
  • Improved prior-art analysis consistency so displayed analysis results and scores stay aligned.
  • Added the ability to merge disclosures into an existing primary disclosure while preserving the primary record's workflow and content.
  • Improved portfolio page responsiveness by loading portfolio information more efficiently.

Release Week

Versions Released: 3.2.4, 3.2.5, 3.2.6, 3.2.7

Week Of:

  • Improved disclosure organization filters so teams can narrow disclosure views by relationship and find related records more easily.
  • Added disclosure export support for claims and improved disclosure tag search so exported and searchable disclosure content better reflects user-entered details.
  • Improved disclosure drafting from ideas and supporting materials with more source-grounded summaries and more reliable background processing for longer drafting work.
  • Added bulk sharing controls for disclosures, including clearer sharing options, progress handling, and notification updates for outside collaborators.
  • Added a matter number field to infringement charts so teams can keep chart work aligned with their internal matter tracking.
  • Expanded Market Intelligence searches with broader jurisdiction selection, default jurisdiction settings, and filtering options for expired patents.
  • Updated prior-art quick filters to make included and excluded references behave more consistently across chart review workflows.
  • Improved product and infringement filtering, including clearer product filter behavior and infringement result filtering by expiration status.
  • Added organization controls for committee auto-advance behavior and clearer naming for repeated disclosure review stages.
  • Improved product document attribution so uploaded product materials display the most relevant uploader information.

Release Week

Versions Released: 3.2.2, 3.2.3

Week Of:

  • Added organization controls for prior-art search behavior so teams can tune web-based discovery for disclosure and chart workflows.
  • Improved prior-art web search handling with better result selection, clearer requested-result limits, and more predictable behavior when users remove references from a chart.
  • Added bulk outside-counsel assignment controls for disclosures, including progress updates and clearer selection summaries.
  • Improved disclosure assignment options so eligible portfolio managers can appear in assignee selections even when they do not yet have assigned disclosures.
  • Added unanimous committee voting behavior for automatic workflow progression and made committee vote discussions clearer by showing related committee context and revocations.
  • Expanded patent committee permissions for advanced views and separated generated-claim review from feature review for clearer claim analysis.
  • Improved portfolio bulk uploads so patent application types are preserved more reliably, including custom values and updates that omit a type.
  • Added portfolio law-firm linking support with warnings when assignments are not connected to onboarded firms.
  • Improved competitor-product loading so document-backed product views avoid unnecessary broad queries.
  • Tightened organization-scoped admin visibility for ideas, charts, and related attachment access.

Release Week

Versions Released: 3.2.0, 3.2.1

Week Of:

  • Added inventor search so users can find inventor-related records more directly.
  • Added disclosure creation from existing ideas to make it easier to move promising ideas into the disclosure workflow.
  • Improved disclosure merge workflows so related disclosure content can be consolidated more reliably.
  • Added product document URL support and CSV downloads for extracted product concepts, including single-document and all-document exports.
  • Improved prior-art web searching with organization-level search behavior controls, better handling of requested result limits, and more predictable removed-reference behavior.
  • Improved claim review by flagging likely invalid claims and clarifying claim preamble detection and visualization.
  • Expanded keyword search handling so punctuation, separators, and mixed formats produce more intuitive search results across ideas, disclosures, patents, and charts.
  • Improved attachment cleanup so documents with generated descriptions can be deleted consistently from disclosure and portfolio views.
  • Improved account recovery by letting users request a new activation link when the previous link has expired and by clarifying reset-password wording.
  • Added bulk outside-counsel assignment controls for disclosures, including progress updates and clearer selection summaries.

Release Week

Versions Released: 3.1.9

Week Of:

  • Added more granular art chart access controls so organizations can tune role access by analysis type.
  • Improved user role settings with clearer role naming, homepage placement, and easier-to-find permission expansion controls.
  • Added product research activity visibility on product pages and improved product document discovery so results stay better aligned with the intended product context.
  • Improved Portfolio bulk uploads by refreshing completed upload results while keeping the upload summary visible.
  • Improved chart source links so prior-art references, citation previews, source pages, and attachment downloads route more consistently.
  • Improved repeat chart runs by carrying forward strong prior comparisons for more consistent follow-up analysis.
  • Expanded related-idea discovery with richer topic matching and optional date, organization, and search-mode filters.
  • Improved note notification emails with clearer linked-content labels and more readable multi-line comments.
  • Added a patent committee review and voting guide for eligible users.
  • Updated portfolio and trademark forms to better reflect optional asset details and filing-date terminology.

Release Week

Versions Released: 3.1.7, 3.1.8

Week Of:

  • Added organization-configurable email multi-factor authentication for password sign-ins while leaving SSO sign-in flows unchanged.
  • Added role-level home page settings so organizations can send different user roles to Ideas, Disclosures, Search, or the site default after sign-in.
  • Added more granular disclosure access controls for advanced disclosure views.
  • Improved organization settings performance by loading tag editor data only when users open tag-related settings, with loading and retry states.
  • Added law-firm paralegal auto-assignment controls directly in law-firm organization settings for disclosure workflows.
  • Improved Market Intelligence loading by fetching segment data incrementally instead of loading all segment and participant details up front.
  • Improved Portfolio usability with fixes for pinned columns, popovers, and active-case metric loading.
  • Improved disclosure timestamps so key dates display in the viewer's local browser time, with exact local timestamps available on hover where applicable.
  • Added support for extracting embedded vector images from Office documents when the document-processing environment can convert them.
  • Reduced infringement chart progress update noise so long-running chart work refreshes with smaller, less frequent progress updates.

Release Week

Versions Released: 3.1.6

Week Of:

  • Added a Market Intelligence export action with selectable CSV columns, grouped export options, and clearer download feedback.
  • Added disclosure web-search options at the organization and disclosure levels, with searched sources appended to existing disclosure source lists.
  • Added discussion controls for selecting law-firm paralegals while keeping email notifications opt-in for those recipients.
  • Improved Portfolio bulk actions so users can select all filtered results, manually exclude individual rows, and run exports, deletes, or rescoring on the intended filtered set.
  • Updated Portfolio headline metrics from total cases to active cases and made the default Portfolio view focus on active patent assets.
  • Added patent figure rotation controls so users can rotate figures clockwise or counterclockwise during review without changing saved patent images.
  • Improved product architecture generation so generated components are deduplicated and can carry related product documents, ideas, and disclosures.
  • Improved portfolio patent matching for synced records with variant application-number formats, including PCT identifiers and expired patent status handling.
  • Improved document discovery guardrails so product document results stay aligned with the intended competitor or product context.
  • Improved claim parsing consistency for patent-chart workflows while preserving original claim text when automated parsing cannot safely reconstruct it.

Release Week

Versions Released: 3.1.5

Week Of:

  • Added configurable minimum response requirements for disclosure forms, with inline messages that show when a response needs more detail.
  • Improved Portfolio custom columns backed by organization tag groups so large choice sets load more cleanly in high-volume portfolios.
  • Improved Patent Committee workflows with clearer voting interactions, more consistent vote counts, better committee visibility, and cleaner edit-page layout.
  • Added organization settings for default law-firm support contacts in drafting approval workflows.
  • Added support for manual prior-art URL selections in archive-backed prior-art review workflows.
  • Improved Portfolio tables by shortening long column titles in dense views while preserving the full context where users edit columns.
  • Added search and filtering to infringement analyses, including jurisdiction-based filtering for narrower review sets.
  • Added Portfolio visibility for assets that expired since a user's last visit, plus an expired-assets metric filter for portfolio review.
  • Extended validation windows for disclosure and chart background work so longer-running analysis can finish more reliably before showing a failed state.

Release Week

Versions Released: 3.1.1, 3.1.2, 3.1.3, 3.1.4

Week Of:

  • Added background prior-art PDF ZIP exports with progress updates and a stable download flow for larger export requests.
  • Expanded Portfolio filtering and search with score ranges, disclosure identifier search, clearer removable filter badges, and selected-asset rescoring.
  • Added Portfolio attachment search and attachment-count sorting so assets can be found and organized by their uploaded files.
  • Improved large Portfolio and Market Intelligence views with faster loading behavior for high-volume tables.
  • Added staged document discovery progress with clearer upload, processing, completion, partial-failure, and recovery states.
  • Added disclosure list search and sorting by client disclosure identifiers.
  • Added tag-group-backed custom disclosure form fields so organizations can present structured choices on disclosure forms.
  • Made integration-managed portfolio fields read-only and clarified externally synced record handling so users can see which data is controlled by connected systems.
  • Preserved explicit disclosure manager and counsel selections when later automated assignment steps run.
  • Improved exports and charts with human-friendly score labels in CSV downloads and controls for removing infringement charts.

Release Week

Versions Released: 3.0.2, 3.1.0

Week Of:

  • Added disclosure list badges and detail panels for externally synced invention records, including related application context and clearer sync controls.
  • Added XLSX export for completed infringement overviews so claim, product, score, and evidence summaries can be reviewed offline.
  • Improved infringement overview completion handling so finished, partial, and no-evidence analyses display final states more consistently.
  • Made independent claims easier to identify in infringement overviews and clarified infringement summary labeling on chart cards.
  • Made disclosure merges more responsive with background finalization, duplicate-submit safeguards, and visible finalization status.
  • Improved Portfolio infinite scrolling so large portfolio tables load newly added rows more efficiently while preserving row selection.
  • Enabled automatic portfolio case creation from disclosures by default so new disclosure work flows into portfolio review more consistently.
  • Added manual controls for product-to-asset and competitor relationships, with synced results preserving user-managed additions and removals.
  • Improved patent PDF downloads by showing download availability more consistently when a stored PDF link is not present.
  • Polished Market Intelligence and Trademark interactions, including clearer finding-product badges and smoother attachment navigation.

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