Portfolio inventories
Award inventory, invention inventory, and patent-family ledger.
Initial paid product
Federal Innovation Portfolio Review
Cognivito will organize and review the included records, identify supported findings and unresolved questions, and deliver a prioritized roadmap for improving the company's federal invention and patent-management process.
The Review is not a compliance certification and does not guarantee title, patent rights, agency acceptance, funding, commercialization, or any other external result.
Public pilot scope
A defined review with clear caps
Federal awards
Inventions or candidates
Patent families
Management interview
Inventor or technical interviews
1Written findings report
1Risk-ranked action plan
1Twelve-month calendar
The scope also includes review of related iEdison records, selected ownership and assignment records, and one presentation meeting.
Deliverables
A connected record and a prioritized next-action map
Connection maps
Award-to-invention matrix and related reporting-status summary.
Ownership and statements
Ownership and assignment issue list plus government-support-statement review.
Utilization status
A source-linked summary of included utilization and commercialization information.
Risk-ranked findings
Supported findings separated from unresolved questions and missing evidence.
Remediation roadmap
Prioritized actions without assuming every issue is curable or within scope.
Twelve-month calendar
Known recurring and trigger-based actions, each subject to source verification.
Process recommendation
A recommendation for ongoing intake, ownership, coordination, and defined counsel.
Process
Six controlled steps from fit to next decision
Fit, conflicts, and engagement
Confirm the client, scope, competence, jurisdiction, coverage, timing, and engagement terms.
Secure record collection
Collect only the included records through an approved process and maintain a source index.
Management and technical interviews
Identify responsible factual owners and develop chronology without substituting assumptions.
Portfolio mapping
Connect awards, inventions, patent families, reporting, and ownership records.
Source-linked analysis and quality review
Separate evidence-supported findings, open questions, boundaries, and specialist triggers.
Client factual review and final presentation
Correct factual errors, finalize the report, present priorities, and decide the next scope.
Fit
When the Review may help
The strongest fit includes meaningful federal R&D and patent activity, available records and personnel, enough complexity and budget for a professional review, and a company willing to accept fact-specific results rather than a promised outcome.
The Review may not fit when there is no meaningful federal R&D or patent activity, the company already has an effective integrated internal process, the request is only for low-cost portal entry, the company cannot provide records or personnel, the work exceeds Cognivito's competence, coverage, or jurisdiction, or the company seeks a guaranteed result.
Excluded from the pilot
Matters that require another scope—or another professional
Patent drafting, prosecution, and formal opinions
Patent drafting or prosecution and formal patentability, validity, enforceability, or infringement opinions are excluded.
Historical remediation and disputes
Major historical remediation, inventorship or ownership disputes, and guaranteed correction of historical defects are excluded.
Transactions, licensing, and waivers
Licensing negotiations, transaction due diligence, and domestic-manufacturing waiver work are excluded.
General grant and regulatory work
General SBIR/STTR grant administration or proposal writing, tax, accounting, export control, cybersecurity, and general government-contracting advice are excluded.
Agency communications and outcomes
Unlimited agency communications and any guarantee of compliance, title, rights, funding, commercialization, or agency action are excluded.
Excluded matters may be offered under a separate written scope only when Cognivito is competent, insured, authorized, and appropriately supported.
Specialized module
When AI materially participated in the inventive process
The AI-Assisted Inventorship and Human Contribution Review can be added to the Portfolio Review or separately scoped for a filing, diligence event, or portfolio question.
See the AI moduleAfter the Review
When a defined continuing job remains
Ongoing counsel can coordinate new awards, inventions, patent changes, reporting cycles, closeout, and transaction preparation within defined capacity.
See ongoing counselPortfolio Review fit call
Start with a nonconfidential description of the portfolio and trigger.
Do not send invention details, claims, source code, award documents, credentials, controlled information, or confidential deal information through the public form.