Symphony for Patents

Spec sheet

Purpose

Symphony for Patents manages patent IP from invention disclosure and docketing through portfolio management, renewals, and integrated payments.Read 7 Oct 2026 · maxval.com

Intended users

The product is presented for organizations and IP teams of all sizes, including corporations and law firms.Read 7 Oct 2026 · maxval.com

Integrations

The maker says Symphony connects to third-party data and applications and can manage patent translation and foreign filing with RWS.Read 7 Oct 2026 · maxval.com

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.Read 7 Oct 2026 · maxval.com

Support

MaxVal says IP experts and technology professionals support customers through their IP journey.Read 7 Oct 2026 · maxval.com

Headquarters

Los Altos, California, USARead 28 Sep 2026 · maxval.com

Founded

2004Read 28 Sep 2026 · maxval.com

Company

MaxVal says it has provided intellectual property solutions since 2004.Read 7 Oct 2026 · maxval.com

Analytics

Prosecution analytics can analyze examiner decisions and help forecast patent application outcomes.Read 7 Oct 2026 · maxval.com

Company history

MaxVal says it has provided IP solutions since 2004.Read 7 Oct 2026 · maxval.com

Docketing

Its docketing features include configurable rules, automated docketing and de-docketing, and data synchronization with the five largest patent offices.Read 7 Oct 2026 · maxval.com

Implementation and configuration

MaxVal says customers can be operational in weeks and configure the system without contacting IT support or the vendor.Read 7 Oct 2026 · maxval.com

Integration

The product page describes connectivity to external services and data sources, including RWS for patent translation and foreign filing.Read 7 Oct 2026 · maxval.com

Invention management

It offers configurable invention disclosure forms, submission and status tracking, inventor award tracking, and automated review, approval, and drafting workflows.Read 7 Oct 2026 · maxval.com

Platform

Symphony is built on the Salesforce platform.Read 7 Oct 2026 · maxval.com

Portfolio management

Users can manage patent portfolios, categorize and rank assets, and organize related email, documents, and correspondence.Read 7 Oct 2026 · maxval.com

Pricing

The product page invites visitors to book a meeting or request a demo and does not state a price.Read 7 Oct 2026 · maxval.com

Renewals

Symphony provides integrated annuity management with payment status and receipt information and annuity analytics.Read 7 Oct 2026 · maxval.com

Reporting

The product supports custom reports and dashboards and includes over 60 default reports.Read 7 Oct 2026 · maxval.com

Where Specifiction places it

• Legal Intellectual Property Management Software#21 of 266.6