Dynamic Dashboard What is it?

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2 Dynamic Dashboard What is it? Platform Secure and Scalable Accessible by Firm & Client Data Public USPTO Data Data from Docketing Systems Other Supplementation

3 Creating Portfolios What we start from? Numbers Assignees Portfolio Segments SBU Functional Tags Law firm Product Strategic Extracts from Docketing What is loaded? Your data Public data Relationships Patents Portfolios Owners Firms

4 Portfolio Load Interface

5 The Main Portfolio

6 Main Portfolio Slice

7 Main Portfolio Slice Drill down

8 Main Portfolio Unpublished *This is not unpublished information Sources Docketing Template Load Weekly, Monthly, Quarterly, Annually

9 The Main Portfolio Filters Tags Below Dates Status Text Sort Tags System Firm In house

10 Drill Down by Type Publications

11 Drill Down by Law Firm Tag *Data De Identified Pub./Patent # Serial No. Title Representation 8,438,039 11/115,626 USER CUSTOMIZABLE WORKFLOW PREFERENCES FOR REMOTE PATIENT MANAGEMENT Law Firm X 8,435,185 11/380,842 METHOD AND APPARATUS FOR DETECTING ARRHYTHMIAS IN A MEDICAL DEVICE Law Firm X 8,437,837 11/536,946 METHOD AND APPARATUS FOR INDUCED T WAVE ALTERNANS ASSESSMENT Law Firm X 8,437,861 12/433,858 POSTURE STATE REDEFINITION BASED ON POSTURE DATA AND THERAPY ADJUSTMENTS Law Firm X 8,437,864 12/626,984 MEDICAL ELECTRICAL LEAD WITH EMBEDDED ELECTRODE SUB ASSEMBLY Law Firm X 8,436,251 12/499,319 RIBBON CONNECTING ELECTRICAL COMPONENTS Law Firm X 8,435,186 12/696,753 QUANTIFYING AUTONOMIC TONE WITH THORACIC IMPEDANCE Law Firm X 8,437,842 12/768,917 METHOD AND APPARATUS FOR DETECTING AND DISCRIMINATING TACHYCARDIA Law Firm X 8,437,851 12/912,449 DIAGNOSIS AND THERAPY OF BIGEMINY AND FREQUENT PREMATURE CONTRACTIONS Law Firm X 8,437,856 13/301,587 MULTI POLAR ELECTRICAL MEDICAL LEAD CONNECTOR SYSTEM Law Firm X 8,437,862 13/74,143 MAGNETIC FIELD DETECTION USING MAGNETOHYDRODYNAMIC EFFECT Law Firm X 8,437,840 13/245,632 EPISODE CLASSIFIER ALGORITHM Law Firm X

12 The Main Portfolio Detail

13 Drill Down to Patent Level Detail

14 Drill Down Abstract/Dwg/Claim

15 Drill Down Family

16 Drill Down Patent Cites

17 Drill Down Relevance

18 Drill Down to Pair

19 High Level Analytics Stats Classes Top Owners

20 Drill Down Top Owners

21 Drill Down Class to Subclass

22 High Level Analytics Top Cites

23 High Level Analytics Top Inventors

24 High Level Analytics Top Inventors

25 High Level Citation Backward Citation Your Patent s Prior Art Trends related to Priority Who did you cite Target for licensing Competitors Acquisition Forward Citation Who is in your market Other Owners Who cited you Target for licensing Competitors Acquisition Self citation Self citation

26 Backward Citation Graphically

27 Backward Citation By the Numbers Large self-citation metric Chiefly citing to other competing companies

28 Forward Citation Graphically

29 Forward Citation By the Numbers Large self-citation metric Chiefly citing to other competing companies

30 Prosecution Metrics High Level

31 Prosecution Office Actions

32 Drilldown Prosecution Office Actions

33 6+ OA Applications

34 Prosecution Metrics RCE

35 Prosecution Metrics Interviews

36 Office Actions/Interviews

37 Prosecution Metrics Successful Responses

38 Prosecution Metrics Restriction Requirements

39 Upcoming Metric Pipeline AIA details Timing Disclosure to Assignment Assignment to Filing Total Time Financial Calculators Efficiency Metrics Patent Examiner Art Unit Law Firm

40 Portfolio Composition Trends

41 Portfolio Trends Total Filing

42 Portfolio Trends Filing Types

43 Portfolio Trends Pending Matter Age

44 Portfolio Trends Granted Matter Age

45 Portfolio Global Distribution *Mocked up Information

46 Year to Date Metrics *Mocked up Information

47 Comparisons Other Patent Owners

48 Comparisons By Classifications

49 Dashboard Watches PAIR updates Inventors Competitors Technology areas Your high value patents Competitors high value patent

50 Watches and Updates

51 Watch Inventors

52 Watch Competitors

53 Watch Patents

54 How Much? Up to 1000 patents Under $40/month Over 1000 patents #patents + $99/month Flat rates are availalbe

55 Conclusion Secure, enterprise analytics platform Provides comprehensive /concise views Finger tip access for counsel Powerful deep solution

56 Schwegman Analytics Offerings Dynamic Dashboards/ Portfolio Monitoring Marketplace, Product, & Competition Studies Claimbot Portfolio Mapping / Landscapes Portfolio Level Productivity & Efficiency Studies Custom Reports

57 How can I get Dashboard? Contact Mark Stignani [email protected] Phone: (612)

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