This guide orients Heads of IP, Heads of Patents, and portfolio managers in ArcPrime. You will learn where your team's tasks, portfolio analytics, and workspace settings live.
Before You Begin
Confirm your access with your workspace administrator. Analytics and settings pages depend on your permissions.
Read Navigating the Interface for a tour of the navigation bar and search.
Step 1: Orient Yourself on the Tasks Dashboard
Click Dashboard in the navigation bar. The page is headed Tasks and groups work by status. Groups appear only when they hold tasks, such as In Progress, Past Due, Blocked, and Open.
Each row shows a priority flag, a status icon, the docket number, the title, a task-type chip, and the due date. Tasks cover both patents and invention disclosures. Click a row to open the record behind it.
Click Filter to narrow by Inhouse Counsel, Task Type, or Due Date. Click Display to change Grouping and Sort, turn columns such as Outside Counsel on or off, then click Apply.
Step 2: Review Your Patent Portfolio
Hover over Patents and select List. Columns include Title, Technology, Internal ID, Group Status, Filing Date, Assignee, Updated Date, and Countries.
Click Filter to narrow the list and Display to choose columns. This page has no search box of its own. Use the search bar in the navigation bar to jump to a patent.
Step 3: Open Portfolio and Intelligence Analytics
The Patents menu has two columns. Portfolio holds List, Overview, Taxonomy, Licenses, Budget, and Changelog. Intelligence holds Screening, Charts, Pruning, Validity, and Watch List.
Portfolio > Taxonomy — Review technology coverage. The page has Technology and Product tabs, summary cards, and a year-over-year chart with Graph and Table views.
Portfolio > Overview — See portfolio charts and saved portfolio reports.
Intelligence > Pruning — Review keep-or-drop recommendations and the scores behind them.
Intelligence > Watch List — Compare your holdings against competitor portfolios.
Step 4: Configure Workspace Settings
Open Settings from your avatar menu. The groups you will use most are:
People & Roles — Outside Counsel, Search Vendors, Inhouse Counsel, and Patent Committee
Workspace Data — Taxonomy, Internal Statuses, Labels, Budget, Docket Numbers, and Patent Detail View
AI Recommendations — Filing, Office Action Response, Continuation, and Monthly Newsletter
Workflows & Automation — Signatures & Reminders and Pruning
Items appear only where your permissions allow them.
Step 5: Generate Reports
Click Reports in the navigation bar to open Report Generator. Describe the report you want in plain language. Click Save Report to keep it; saved reports appear under My Reports.
Open Inventors > List when you need to look up an inventor in your workspace.
What's Next
Define your technology categories with Taxonomy Settings before you read the analytics pages. Review Pruning Overview ahead of your first cycle. Read Understanding Units to see which AI features consume units.
Tip: Start each day on Tasks with Grouping set to Status. The Past Due group surfaces slipping deadlines before anything else.
Related Articles
What Is ArcPrime? — Platform overview and key capabilities
User Roles and Permissions — How access works in your workspace
Dashboard Overview — A closer look at task groups, filters, and columns