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Symphony for Law Firms

Optimize IP law firm operations with secure, flexible and future-proof software 

Future-Proof Software to Optimize IP Law Firm Operations

Trusted by the world’s most innovative companies and law firms, Symphony enables intellectual property professionals to securely manage the entire IP lifecycle and optimize IP law firm operations.

Based upon the Salesforce platform, Symphony’s robust reporting, configurability, and integration with third-party data and applications provides a 360-degree view into IP law firm operations. Data contained within Symphony is used to drive informed decisions that reduce costs, mitigate risks, and streamline processess.

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Symphony In-House Counsel Dashboard

IP Management YOU Control

Symphony provides configurable workflow automation which can easily be modified as needed – without expensive or time-consuming custom coding. It routes and assigns all inbound email for follow-up ensuring that all correspondence is tracked and associated to the correct matter. It provides clients with the ability to submit requests, view real-time prosecution status and provide feedback. Symphony can be easily integrated with third-party data and systems, is highly configurable, provides robust and customizable reporting, is fully integrated with all leading PTOs and provides docketing support for over 200 jurisdictions. And because it runs on the Salesforce platform, its security and performance is unmatched in the industry.

Optimizing the Entire IP Lifecycle

Optimize your invention

Streamline Operations

Rest-assured knowing that all inbound email is automatically routed and assigned to the correct matter

Easy to Use

Get up and running in weeks, not months. Work the way you want, and not be forced to work the way the intellectual property management software was built.


Collaborate Efficiently

Sophisticated workflow automation increases efficiency, reduces errors, and increase on-time delivery

Manage Budgets and Forecast

Secure and Reliable

Feel safe with industry-leading security, reliability and scalability

Streamline Processes

Streamline Processes

Automate manual processes and access global PTO data

Leveraging the Power of Salesforce

We developed Symphony on the Salesforce platform because we wanted to focus on what we know best—IP management. 

Salesforce helps MaxVal deliver better IP management to our customers in many ways:

  • Customers benefit from Salesforce’s ongoing investments in security, document management, workflow, upgrade compatibility, search and reporting
  • Unlike legacy players, which spend most of their resources maintaining outdated IP management software and infrastructure, we focus on delivering advanced IP value
  • Salesforce investment makes Symphony ‘future-proof’ so you will always have the best, most advanced IP management software available
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Symphony for Patents

  • Full lifecycle support from inbound email handling and client management to prosecution, renewals and portfolio optimization
  • Vast library of configurable workflows to facilitate more efficient processes
  • Automated docketing and de-docketing
  • Advanced reporting and analytics to easily transform data into actionable intelligence
  • Integration with third party data and PTOs to ensure current, correct and complete information – your single source of truth
  • Curate your assets using categorization and ranking
  • Renew assets easily and confidently and in the same system as your patents

Symphony for Trademarks

  • Initiate trademark search requests through simple to use, but powerful workflows
  • Manage relationships between trademark assets and brand management
  • Integrate with USPTO for data accuracy and completeness
  • Link trademarks to products to clarify their relationship to business value
  • Link records and activities for portfolio-wide visibility and insight
  • Easily control the renewal process with MaxVal’s Renewal Service within Symphony

Manage IP with Confidence

We help law firms to transform and optimize their IP operations.

  • Full-spectrum of IP lifecycle solutions to manage everyday IP challenges
  • Trusted by the world’s most innovative corporations and law firms to manage their IP portfolios
  • IP experts and technology professionals to support you through the IP journey
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