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SPECIFICTION
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Sophia

wellspring.com

Web

Spec sheet

Purpose
Sophia is a software suite for technology transfer offices that helps organizations manage their portfolios and activate opportunities.Read 9 Oct 2026 · wellspring.com
Intended users
The product is presented for technology transfer offices and institutions, including universities and research institutions.Read 9 Oct 2026 · wellspring.com
Integrations
The product page identifies connections to patent offices and AUTM’s AIM; it also describes a Sophia–Astria integration that synchronizes IP renewal due dates and live pricing daily.Read 9 Oct 2026 · wellspring.com
Headquarters
Arvada, Colorado, United StatesRead 28 Sep 2026 · wellspring.com
Founded
2003Read 28 Sep 2026 · wellspring.com
Automation
Sophia can automate emails, docketing, and workflows, and integrate online marketing, licensing, and disclosures.Read 9 Oct 2026 · wellspring.com
Commercialization
Sophia can publish invention marketing content to an office website and other search platforms, and Wellspring offers a standalone solution for non-clients.Read 9 Oct 2026 · wellspring.com
Configurable scope
The platform scales to an office’s needs, with the ability to add features and modules as initiatives change.Read 9 Oct 2026 · wellspring.com
Disclosure workflow
Staff can submit disclosures using their institution login, after which Sophia creates a record and notifies the team and inventor; inventors can review submission status in a portal.Read 9 Oct 2026 · wellspring.com
Hosting and support subprocessors
Wellspring lists AWS hosting for Sophia and identifies HubSpot, Jira, Salesforce, and Zendesk for ticketing or support-related services across its offerings.Read 9 Oct 2026 · wellspring.com
IP and contract management
Sophia supports invention, IP, and contract management with customizable workflows, automated docketing, and automatic calculations for contract obligations.Read 9 Oct 2026 · wellspring.com
Maker background
Wellspring says it was founded as a spin-off of Carnegie Mellon University; the about page does not state a founding year or headquarters.Read 9 Oct 2026 · wellspring.com
Reporting
The product offers personalized dashboards and unlimited custom reporting.Read 9 Oct 2026 · wellspring.com
Security and availability
The product page states GDPR and ISO compliance, FedRAMP Authorization, and server uptime above 99.99%.Read 9 Oct 2026 · wellspring.com
Support and training
A Wellspring case study says its team provided comprehensive Sophia training and continued support to the University of Sherbrooke’s TransferTech team.Read 9 Oct 2026 · wellspring.com
Venture programs
Sophia can track university startups, coordinate proof-of-concept or other funding, and manage venture programs.Read 9 Oct 2026 · wellspring.com

Plans and prices

Sophia Priced on request Pricing by consultation; solution scales to the institution’s needs and can include additional features and modules Read 9 Oct 2026 · wellspring.com

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