IP Audit SOP

XERO

PASN:("Xero")

Client links

https://www.xero.com/

Competitors (4)

SagePASN:("The Sage Group plc")
FreshBooksPASN:("FreshBooks Inc")
Intuit QuickBooks OnlinePASN:("Intuit Inc")
Zoho BooksPASN:(\"Zoho Corporation\")

Done

audit 8e6a0d11

created 23 Jul 2026, 12:43

XERO / IP AUDIT SOP / LIVE DATA MAP

Working sheet

Portfolio records 592Families 195Alive 395USPTO covered 137

XERO · audit 8e6a0d11-4e19-4eb1-b245-d738b68c11ee · read-onlyrefreshed 26 Aug 2026, 00:20

SearchSectionData state

76 of 76 modules

Scores apply the workbook logic with reviewer remarks as overrides. An asterisk marks a transparent proxy or pending reviewer adjustment; missing evidence is never scored as zero, and “—” means the workbook defines no rubric. Click a row to see the basis.

	Section	Module	Key number	Score	Headline	What it shows	State	Scope
What's Working7 live · 8 modules
	What's Working	Portfolio scale	592 records · 195 families	3/10	195 portfolio families are loaded; the same-scope alive-publication proxy ranks XERO #2 of 2.	Total patent families worldwide, incl. subsidiary & acquired-entity filings	LIVE	Portfolio DBView data
	What's Working	In-force core	189 active-granted · 207 active-applied	7.3/10	77 families retain an active grant; 27 are pending-only and 29 have no active grant.	PatSeer Quick Stats active-granted and active-applied steering publications	LIVE	PatSeer Quick StatsView data
	What's Working	Grant rate	43.5% · 227 grants / 522 applications	8/10	227/269 decided applications produced a grant (84.4%); 189 pending applications are excluded.	Worldwide historical grants divided by all grant-capable applications ever filed	LIVE	Portfolio DBView data
	What's Working	Grant speed (rubric)	26.5 mo median	7/10	26.6 months average filing-to-grant across 82 USPTO grants; the median is 26.5 months.	Average filing-to-grant in months, scored: <12mo=10, 12-15=9, 15-24=8, 24-30=7, 30-35=6, 35-40=5, >40=4. Photon benchmark 11mo = 10	LIVE	USPTO coveredView data
	What's Working	Technology franchises	3.4% mechanical	7/10	80 active families sit in the largest technology domain (ELECTRICAL ENGINEERING; 76.9% of active families).	Depth per product line / CPC cluster - real moats vs scattered filings	LIVE	Portfolio DBView data
	What's Working	Inventor-geography alignment	64 US inventor mentions	Not a score	258 inventor identities are visible; inventor location is an R&D and first-filing map, not a filing-quality score.	Where inventors sit vs where patents are filed - whether filings follow the R&D map	LIVE	Portfolio DBView data
	What's Working	Geographic alignment	21 filing jurisdictions	Needs input	21 filing jurisdictions are loaded; revenue-weighted and manufacturing-weighted coverage is still unknown.	Filed where revenue/factories actually are	NEEDS INPUT	Portfolio DB + approved inputView data
	What's Working	Rank vs rivals	#2 of 2 · 592 publications	3/10	XERO ranks #2 of 2 by same-scope alive publications (396); claim-quality review remains separate.	More patents than any direct competitor	LIVE	PatSeer Quick StatsView data
What's Not Working17 live · 25 modules
	What's Not WorkingFOCUS	Chain of title	39 families flagged · 0 security-release gaps	4.9/10	39 of 77 families are document-review candidates; none is treated as a confirmed title defect yet.	USPTO assignment, inventor-conveyance, and security-interest records flagged for document review	LIVE	Portfolio DB + USPTO coveredView data
	What's Not Working	Cost of Delayed filings/missing Deadline	55 granted extensions · 1,644 applicant-delay days	6/10	33 of 137 applications had at least one granted extension (24.1%); 12 applications show a repeat-event pattern.	USPTO extension frequency and applicant-delay/PTA evidence; no dollar amount yet	LIVE	USPTO coveredView data
	What's Not Working	IP Drain	Needs input	Needs input	No departure is inferred from 258 inventor identities; current-employer and same-technology filing evidence is absent.	Inventors who have joined a competitor or started a competing business or a company serving the same product to the same market	NEEDS INPUT	Portfolio DB + approved inputView data
	What's Not Working	High OA Cost	241 OA events · max 13	7/10	241 OAs across 108 prosecuted applications feed the combined 1.6-OA-per-grant efficiency result.	It shows the quality of prosecution being done by a lawyer	LIVE	USPTO coveredView data
	What's Not Working	Dead by default	25 nonpayment records	7.3/10	25 nonpayment records require client review to separate deliberate pruning from patents that lapsed without a decision.	Patents lost to unpaid fees - lapses nobody decided	LIVE	Portfolio DBView data
	What's Not Working	Dead-application waste	10 abandoned apps	8/10	10/92 disposed USPTO applications were abandoned (10.9%); no flat $25–30K multiplier is used.	Applications that died pre-grant x $25-30K each = money spent with nothing to show	LIVE	USPTO coveredView data
	What's Not Working	Fines & extension fees	55 granted extensions · 1,644 applicant-delay days	7.6/10	55 extension events affect 33 applications; exact month tiers, entity tiers and paid amounts are unavailable.	USPTO extension frequency and applicant-delay/PTA evidence; no dollar amount yet	LIVE	USPTO coveredView data
	What's Not Working	Prosecution cost per patent	241 OAs · 62 RCEs	7/10	1.6 OAs per granted application; 30.5% of grants required an RCE.	Office actions per patent, RCE count; every OA round = another invoice at hourly firms	LIVE	USPTO coveredView data
	What's Not Working	Appeals red flag	6 apps · 9 appeal briefs	8/10	6 appealed applications currently resolve to 3 grants, 1 abandonments and 2 pending/other outcomes.	Cases that went to appeal (~3x cost of normal prosecution)	LIVE	USPTO coveredView data
	What's Not Working	Examiner interviews	46 apps · 147 events	8/10	46/108 substantively prosecuted applications have an interview event (42.6%).	How many interviews current counsel conducted (low = passive prosecution)	LIVE	USPTO coveredView data
	What's Not Working	Grant delay vs benchmark	26.5 mo client median	7/10	26.6 months average to grant is already scored once under Grant speed; no comparable peer cohort is loaded.	Client average vs Photon 11-month benchmark vs competitors' grant timelines	NEEDS INPUT	USPTO covered + approved inputView data
	What's Not Working	Pipeline decay	63 2024 filings · 34 near-term expiries	10/10	31 families filed in 2024 versus 5.4 family expiries per year over the next five years (5.7×; -44.6% versus 2022).	Filings per year trend + expiry cliff - moat draining faster than refilling	LIVE	Portfolio DBView data
	What's Not Working	White space	Input required	Needs roadmap	No revenue-product-line coverage share is available, and the fastest-growing roadmap line has not been confirmed.	Product/revenue areas with zero or thin filings (mapped vs where the business is going)	NEEDS INPUT	Portfolio DB + approved inputView data
	What's Not Working	Patent-to-product gaps	Input required	Needs input	A client-confirmed feature list and claims mapping—including pending applications—are required before calling any shipped feature exposed.	Shipped features with no patent behind them - invention exposed to competitors	NEEDS INPUT	Portfolio DB + approved inputView data
	What's Not Working	Geographic coverage gaps	Input required	Needs input	21 client jurisdictions are known; rival markets have not been filtered through client sales and manufacturing relevance.	Where competitors file vs where client files; rate the footprint	NEEDS INPUT	Portfolio DB + approved inputView data
	What's Not Working	Claim vulnerability	0 §101 apps · 0 §112 apps	10/10	0/137 USPTO applications have a §101 or §112 rejection history (0.0%); assessment dated 2026-07-19.	Abstract software/AI claims exposed to S.101 challenge	LIVE	USPTO coveredView data
	What's Not Working	M&A readiness score	Input required	Rubric incomplete	The mock-diligence score is withheld until the seven checks, point weights and feeder modules are written and approved.	Mock buy-side diligence: 7 checks scored /100, path to ~90	NEEDS INPUT	Portfolio DB + approved inputView data
	What's Not WorkingFOCUS	Term surrendered (PTA ledger)	3,253 applicant-delay days · 1,076 observed PTA offset	7/10	3,253 applicant-delay days equal 8.9 aggregate years across 70 PTA ledgers (46.5 days/ledger; worst 278).	USPTO applicant-delay ledger and observed reduction in otherwise available patent-term adjustment	LIVE	USPTO coveredView data
	What's Not Working	Speed paradox (Track One vs PTA)	0 verified purchases · 8 T1OFF candidates · 1 abandoned	Not applicable	0 confirmed Track One purchases were found; 8 T1OFF-only records are excluded from purchase and cost claims.	Track One-status candidates, payment verification, applicant-delay evidence, and prosecution outcome	NEEDS INPUT	USPTO covered + fee-payment recordsView data
	What's Not WorkingFOCUS	Art-unit routing split	53 apps in 36xx	Not applicable	The portfolio is automotive/mechanical; its 36xx applications are not a valid business-method cohort for the workbook's software/fintech routing rubric.	Outcomes by art unit family (36xx business-method vs technical units): abandonments, appeal losses, avg OAs per case in each lane.	LIVE	USPTO coveredView data
	What's Not Working	Claim-scope erosion	Input required	Attorney review	Filed-versus-allowed Claim 1 pairs and continuation-open results have not yet been computed for approved flagship families.	Claim 1 word count as-filed vs as-granted on flagships (+X%), plus % of grants scope-frozen (no continuation open).	NEEDS INPUT	Portfolio DB + approved inputView data
	What's Not Working	Interview gap on troubled cases	27 of 49 without interview	4.5/10	27/49 troubled applications had no interview; the troubled-case interview rate is 44.9%.	Of cases currently in trouble, how many never had an examiner interview (vs healthy overall rate).	LIVE	USPTO coveredView data
	What's Not Working	Citation paradox (war case)	208 max family citations	8/10	The most-cited currently active-granted family has 208 family citations; scope health remains unreviewed.	The most-forward-cited family vs its prosecution state (e.g. 144 citations, 13 OAs, lost appeal, still unprotected).	LIVE	Portfolio DB + USPTO coveredView data
	What's Not Working	High RCE COST	62 RCEs · 39 apps	7/10	62 RCEs are recorded and 30.5% of granted applications required an RCE; this carries the shared Prosecution efficiency score.	It shows the efficiency of the prosecution	LIVE	USPTO coveredView data
	What's Not Working	Filing-route design	68 foreign-priority apps	5/10	68/137 USPTO applications contain foreign-priority data (49.6%), used as the front-loading proxy.	Route map: home-provisional + PCT front-load months before US examination starts, vs direct-US-first. Pair with Track One spend.	LIVE	USPTO coveredView data
CLUB HEADLINES0 live · 3 modules
	CLUB HEADLINESFOCUS	Cost of the status quo	10 dead · 62 RCE · 55 extensions	—	10 dead · 62 RCE · 55 extensions. Certified volumes are live; a dollar headline waits for a deduplicated, event-dated cost ledger.	One stacked money number: what the current operating model has burned + leaks per year. GC's sentence: "We're leaking ~$X/yr and I can show you where."	DERIVED	Approved assumptions + Portfolio DBView data
	CLUB HEADLINESFOCUS	Do you own what you think you own?	104 assignment histories	—	104 assignment histories. Ownership integrity cannot be stated until candidate records are document-reviewed against the intended owner.	One integrity count: records whose ownership or status doesn't match reality. GC's sentence: "N of our assets we can't currently prove."	DERIVED	Approved assumptions + Portfolio DBView data
	CLUB HEADLINES	The moat is draining	34 expiring in five years	—	63 filings entered in 2024 while 34 records approach expiry within five years; product importance is not yet weighted.	One direction-of-travel visual: expiries out vs filings in, rivals' trend lines rising on the same chart. GC's sentence: "We shrink every year while competitors accelerate."	DERIVED	Approved assumptions + Portfolio DBView data
Your Savings0 live · 11 modules
	Your Savings	Country pruning	21 jurisdictions to review	—	21 jurisdictions are visible; no country is called non-core until the client confirms its revenue and manufacturing map.	Drop non-core jurisdictions; lifetime renewal $ freed (interactive include/exclude table)	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Family pruning (pruning logic)	Awaiting approved assumptions	—	No family is a savings candidate until the pruning model and business-importance review are completed.	Keep/kill score per family via Prayank's pruning model; $ saved	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Flat fee vs hourly calculator	Awaiting approved assumptions	—	Savings are withheld: incumbent invoices and the client-specific Photon rate card are not present in the workbook.	Per-filing: Photon flat vs incumbent firm rate x filings/year (interactive sliders)	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Prosecution savings	241 OA · 62 RCE events	—	241 observed OA rounds define the workload; any savings figure must use non-duplicative invoices or clearly labelled benchmark rates.	OA count x per-response billing at incumbent vs unlimited-included at Photon	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Fines eliminated	55 extension events	—	55 extension events are candidates for review; exact avoidable fees require extension month, entity tier and transaction-date pricing.	Extension/penalty spend that goes to zero with deadline discipline	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Dead-app risk transfer	10 abandoned apps	—	10 abandoned applications are visible; contractual eligibility and case-level cost evidence are required before valuing risk transfer.	Money-back-if-rejected removes the $25-30K-per-dead-application risk	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Annuity management	Awaiting approved assumptions	—	Renewal-administration savings are withheld until patent-country units, incumbent charges and a verified current quote are loaded.	$230/patent/country vs current D&M/CPA renewal service rates	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Consolidation	Awaiting approved assumptions	—	A consolidation headline requires the current firm map, foreign-associate structure and documented coordination or markup costs.	One firm + included foreign counsel vs US firm + marked-up foreign associates	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Budget certainty	Awaiting approved assumptions	—	Budget certainty is a service proposition, not a measured saving until historical invoices and the proposed fixed budget are compared.	Hourly billing = unpredictable yearly budget; flat = certainty and clarity	DERIVED	Approved assumptions + Portfolio DBView data
	Your SavingsFOCUS	Sunk-cost ledger (defensible)	10 dead · 241 OA · 62 RCE	—	10 dead matters, 241 OA rounds and 62 RCEs are available for a case-level estimated floor—not a flat per-case multiplier.	One floor number: (dead-app drafting + filing fees + OA responses + RCE fees + lost appeals) at certified counts x citable rates. Five stated conservatisms.	DERIVED	Approved assumptions + Portfolio DBView data
	Your Savings	Paid-to-be-late (extensions)	55 events · 3,253 delay days	—	55 extension events and 3,253 applicant-delay days are separate evidence lines; cash and patent term are not double-counted.	Extension-of-time count x fee tier = cash floor, PLUS the same days counted as PTA loss (double loss: fee + term).	DERIVED	Approved assumptions + Portfolio DBView data
Competitor Watch5 live · 11 modules
	Competitor Watch	Portfolio size ranking	#2 of 2 · 592 publications	—	The supplied publication proxy ranks XERO #2 of 2; active-family counts are required for the workbook-approved rank.	Patent counts per rival, granted/pending/inactive split (stacked bars)	LIVE	PatSeer Quick StatsView data
	Competitor Watch	Filing trends	63 XERO publications in application year 2024	—	63 XERO publications have application year 2024; incomplete 2025–2026 cohorts are excluded from the trend.	Applications per year per rival over 10 years - who is accelerating	LIVE	PatSeer Quick StatsView data
	Competitor Watch	Grant rate comparison	86.96% XERO	—	84.4% of portfolio-wide decided applications produced a grant; peer comparisons must use the same denominator.	% granted per rival - quality vs volume story	LIVE	PatSeer Quick StatsView data
	Competitor Watch	Grant speed comparison	Input required	—	26.6 months average to grant; peer speed is not loaded and this comparison must feed the single Grant speed score.	How fast rivals get patents vs client	NEEDS INPUT	Competitor Quick Stats + external inputView data
	Competitor Watch	Country spread	Rivals in 15 countries vs XERO in 21	—	Rivals file in 15 distinct jurisdictions vs 21 for XERO; 3 are markets a rival enters but XERO does not.	Rivals filing in N countries vs client in M - geographic ambition gap	LIVE	Competitor Quick Stats + external inputView data
	Competitor Watch	Technology overlap map	Input required	—	No claims-level overlap or whitespace conclusion is available; classification overlap alone is not an FTO opinion.	Category by category: rival patent numbers vs client position (no coverage / FTO check / covered)	NEEDS INPUT	Competitor Quick Stats + external inputView data
	Competitor Watch	Expired rival IP	Input required	—	No rival family is labelled free-to-use until expiry and the absence of a live continuation are both confirmed.	Rival patents now public domain = free technology to build on	NEEDS INPUT	Competitor Quick Stats + external inputView data
	Competitor Watch	Threat watch	5 competitor momentum series	—	Aggregate competitor momentum is available, but no technology-specific filing surge has been verified.	Which rival surged filings in client's core recently	NEEDS INPUT	Competitor Quick Stats + external inputView data
	Competitor WatchFOCUS	Employee IP leakage	Awaiting review	—	No former-inventor movement or same-technology competitor filing has been verified; no leakage accusation is made.	5-6 ex-client inventors now filing at competitors or own startups: name, current company, patent status	NEEDS INPUT	Portfolio DB + approved inputView data
	Competitor Watch	Category M&A moves	Input required	—	Category transactions and transferred patent families have not been loaded.	Who bought what in the category and what patents traded	NEEDS INPUT	Competitor Quick Stats + external inputView data
	Competitor WatchFOCUS	Counsel scoreboard	15+ current-counsel groups	—	15+ current-counsel groups. Current correspondence counsel is a collection-time attribution, not proof of responsibility for every historical outcome.	Per law firm: applications handled, granted, abandoned, currently in trouble - by USPTO customer number (sees losses, not just wins).	LIVE	USPTO coveredView data
Trademarks0 live · 11 modules
	Trademarks	Register health	No source loaded	—	Trademark register data has not been loaded; registered, pending and ended counts are unavailable.	Registered / pending / ended counts + full register table	UNAVAILABLE	External inputView data
	Trademarks	Dead but marketed	No source loaded	—	No ended trademark has been matched to current commercial use because register and marketing datasets are absent.	Marks expired on register yet still used on website/marketing	UNAVAILABLE	External inputView data
	Trademarks	In-use but unfiled	No source loaded	—	No product name is labelled unfiled until the client-confirmed name list is checked across relevant registers.	Product/program names actively sold with zero filings anywhere	UNAVAILABLE	External inputView data
	Trademarks	Flagship/acquired brands unfiled	No source loaded	—	Acquired-brand and trademark-register datasets are required before identifying an ownership gap.	Acquired brand names never registered by acquirer	UNAVAILABLE	External inputView data
	Trademarks	Missing classes	No source loaded	—	Missing classes cannot be identified until current goods/services and the house-mark register are reviewed together.	House mark registered in 9/42 but core business classes (7,16,35,37,40,41) unfiled	UNAVAILABLE	External inputView data
	Trademarks	Missing jurisdictions	No source loaded	—	Trademark coverage cannot be compared with revenue markets until both datasets are supplied.	Registered in X countries, selling in Y	UNAVAILABLE	External inputView data
	Trademarks	House-mark defects	No source loaded	—	No house-mark defect is reported because prosecution and renewal histories are not loaded.	Lapses, address defects, unanswered office actions on the main mark	UNAVAILABLE	External inputView data
	Trademarks	Third-party conflicts	No source loaded	—	Potential conflicts require current register searching and legal priority/confusion review.	Identical/confusing marks registered or applied by others, with enforcement priority per target	UNAVAILABLE	External inputView data
	Trademarks	Counterfeits & unauthorized sellers	No source loaded	—	No listing is labelled counterfeit or unauthorized until marketplace evidence and client authorization are checked.	Marketplace listings and sites trading on the mark without authorization	UNAVAILABLE	External inputView data
	Trademarks	Suggested filings	No source loaded	—	Filing recommendations wait for verified mark, class and country gaps.	Mark x class x country filing list with rationale	UNAVAILABLE	External inputView data
	Trademarks	Enforcement plan	No source loaded	—	No enforcement target or action is recommended until conflicts, rights and prior-use risks are verified.	Per target: C&D / opposition / cancellation / takedown / monitor-only (with prior-use risk flags)	UNAVAILABLE	External inputView data
Investments0 live · 7 modules
	Investments	Patent flat fees	No source loaded	—	Client-specific patent flat fees are absent; the workbook cost library contains benchmarks, not the Photon quote.	New US filing / pending transfer / foreign filing / annuities - all-in prices with unlimited OAs and money-back	UNAVAILABLE	External inputView data
	Investments	Trademark retainer	No source loaded	—	The verified monthly quote, quotas and exclusions are not present in the workbook.	$/month all-inclusive with monthly quotas (searches, filings, oppositions, notices)	UNAVAILABLE	External inputView data
	Investments	Pulse platform	No source loaded	—	Idea capture and portfolio-dashboard functionality is described, but commercial terms must be checked against the proposal.	Free idea-capture + portfolio dashboard	UNAVAILABLE	External inputView data
	Investments	Pilot design	No source loaded	—	Pilot duration, inventor count, specifications and OA commitments require a client-specific scope.	Free scoped pilot: inventors onboarded, ideas captured, N specs drafted, N OAs filed, weekly cadence, decision meeting	UNAVAILABLE	External inputView data
	Investments	ROI summary	No source loaded	—	ROI is withheld until non-overlapping savings and the client-specific proposed spend are both verified.	Total savings identified across the audit vs proposed spend - prices the offer against the Cost club number	UNAVAILABLE	External inputView data
	Investments	Governance	No source loaded	—	Governance should name one accountable partner, the update cadence and the approval process in the final proposal.	Single accountable partner, weekly update cadence, all approvals in Pulse	UNAVAILABLE	External inputView data
	Investments	Roadmap	No source loaded	—	The roadmap requires dated actions, owners and measurable two-quarter outcomes before it can become a headline.	Numbered first-two-quarters plan ending in a measurable outcome (e.g. diligence score 45->90)	UNAVAILABLE	External inputView data