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Symphony for Patents

What Symphony for Patents is
Symphony for Patents is a web-based system from MaxVal for managing intellectual property work from invention disclosure through prosecution, docketing, portfolio management, and renewals. Built on Salesforce, it provides configurable invention disclosure forms, submission and status tracking, inventor award tracking, and automated review, approval, and drafting workflows. Docketing tools include configurable rules, automated docketing and de-docketing, and synchronization with the five largest patent offices. Teams can track patent and trademark portfolios, categorize and rank assets, and organize related email, documents, and correspondence. Reporting includes custom reports and dashboards as well as more than 60 default reports. Prosecution analytics can analyze examiner decisions and help forecast application outcomes. Integrated annuity management provides payment status and receipt information, with annuity analytics. MaxVal says the system connects to third-party data and applications, including RWS for patent translation and foreign filing. The product is cloud deployed and offers API access. MaxVal says customers can become operational in weeks and configure the system without contacting IT support or the vendor. It presents Symphony for organizations and IP teams of all sizes, including corporations and law firms, and says IP experts and technology professionals support customers. Pricing is available on request; prospective buyers can book a meeting or request a demo.
Who it suits
Symphony for Patents suits corporate IP teams and law firms that need to manage patent and trademark portfolios alongside invention submissions, prosecution deadlines, filings, and renewals. It is presented for organizations and IP teams of all sizes.
What it does well
- Covers invention disclosure through renewals.
- Tracks patent and trademark portfolios, deadlines, and filings.
- Includes more than 60 default reports.
- Automates configurable docketing and de-docketing.
- Provides integrated annuity payment status and analytics.
- Offers API access and connectivity to external services.
What to know first
- Paid product with pricing available on request.
- Web is the listed platform.
- The product page directs buyers to book a meeting or request a demo.
Getting started
- Visit the Symphony for Patents website.
- Book a meeting or request a demo from MaxVal.
- Request pricing for the paid product.
- Configure invention forms, workflows, and docketing rules for your organization.
- Use the web-based cloud platform to manage IP work and connect external services.
Verdict
Consider Symphony for Patents if your organization wants invention workflows, portfolio tracking, docketing, prosecution analytics, and renewals in one cloud system. Buyers seeking a stated price will need to request pricing from MaxVal, and the listed platform is web.
Questions
How much does Symphony for Patents cost?
It is a paid product, and pricing is available on request.
Which platform does it support?
The listed platform is web, and deployment is cloud.
Can it track trademarks as well as patents?
Yes. The listed capabilities include both patent and trademark portfolio tracking.
Does Symphony for Patents include API access?
Yes, API access is listed.
What integrations does it offer?
MaxVal says it connects to third-party data and applications, including RWS for patent translation and foreign filing.
Who makes Symphony for Patents?
MaxVal makes the product and says it has provided intellectual property solutions since 2004.
Facts from Symphony for Patents's own pages
- Analytics
- Prosecution analytics can analyze examiner decisions and help forecast patent application outcomes. · maxval.com, 7 Oct 2026
- Company
- MaxVal says it has provided intellectual property solutions since 2004. · maxval.com, 7 Oct 2026
- Company history
- MaxVal says it has provided IP solutions since 2004. · maxval.com, 7 Oct 2026
- Docketing
- Its docketing features include configurable rules, automated docketing and de-docketing, and data synchronization with the five largest patent offices. · maxval.com, 7 Oct 2026
- Founded
- 2004 · maxval.com, 28 Sept 2026
- Headquarters
- Los Altos, California, USA · maxval.com, 28 Sept 2026
- Implementation and configuration
- MaxVal says customers can be operational in weeks and configure the system without contacting IT support or the vendor. · maxval.com, 7 Oct 2026
- Integration
- The product page describes connectivity to external services and data sources, including RWS for patent translation and foreign filing. · maxval.com, 7 Oct 2026
- Integrations
- The maker says Symphony connects to third-party data and applications and can manage patent translation and foreign filing with RWS. · maxval.com, 7 Oct 2026
- Intended users
- The product is presented for organizations and IP teams of all sizes, including corporations and law firms. · maxval.com, 7 Oct 2026
- Invention management
- It offers configurable invention disclosure forms, submission and status tracking, inventor award tracking, and automated review, approval, and drafting workflows. · maxval.com, 7 Oct 2026
- Platform
- Symphony is built on the Salesforce platform. · maxval.com, 7 Oct 2026
- Portfolio management
- Users can manage patent portfolios, categorize and rank assets, and organize related email, documents, and correspondence. · maxval.com, 7 Oct 2026
- Pricing
- The product page invites visitors to book a meeting or request a demo and does not state a price. · maxval.com, 7 Oct 2026
- Purpose
- Symphony manages the intellectual property lifecycle, from invention disclosure through patent prosecution, docketing, portfolio management, and renewals. · maxval.com, 7 Oct 2026
- Renewals
- Symphony provides integrated annuity management with payment status and receipt information and annuity analytics. · maxval.com, 7 Oct 2026
- Reporting
- The product supports custom reports and dashboards and includes over 60 default reports. · maxval.com, 7 Oct 2026
- Security
- MaxVal describes Symphony as secure and says it benefits from Salesforce investments in data security; the page footer displays SOC and ISO 27001 badges. · maxval.com, 7 Oct 2026
- Support
- MaxVal says IP experts and technology professionals support customers through their IP journey. · maxval.com, 7 Oct 2026
