portfolio Skill
Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work. Published by anthropics in claude-for-legal.
What is portfolio Skill?
Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work. Published by anthropics in claude-for-legal. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Security review use cases
Technical details
- Install or run with Copy skill directory
When to use portfolio Skill
- Use it for security review.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/claude-for-legal
- Skill file: ip-legal/skills/portfolio/SKILL.md
What it does
Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work.
Skill instructions
/portfolio Surfaces what's renewing, adds assets, records filings, and audits the register. Instructions 1. Follow the workflow below and read ~/.claude/plugins/config/claude-for-legal/ip-legal/portfolio.yaml. 2. Default (no args): equivalent to --report — show deadlines in the next 90 days grouped by urgency (🔴 lapsed/grace, ⏰ due within window, 🟡 upcoming, 🌐 agent-managed, ❓ unknown). 3. --report [--days N]: Mode 2. Change the window with --days (30 / 60 / 90 / 180 typical). Always prepend the work-product header per CLAUDE.md → Outputs. Always close with the verification caveat. 4. --add: Mode 3. Walk through a new asset interactively — type, jurisdiction, number, dates, owner, business owner. Capture a custom rule if the jurisdiction isn't built in. 5. --update: Mode 4. Record that a maintenance filing or fee payment was made, sync with the IP management system, or change an asset's status. Enforce the consequential-action gate before setting any deadline to filed. 6. --audit: M
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Frequently asked questions
What is portfolio?
portfolio is a open-source AI agent skill with Copy skill directory. Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations.
Who is portfolio best for?
portfolio is best for reusing agent instructions, scripts, and references, security review workflows.
How do I install portfolio?
Install or run portfolio using Copy skill directory. Check portfolio for the latest setup command.
Is portfolio actively maintained?
portfolio may need a closer maintenance check before production use.
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