Invention disclosure software comparison
Autessa IDF Manager vs IPfolio
IPfolio is Clarivate’s configurable IP portfolio system, built on Salesforce, with a country laws engine, workflow automation and Derwent data checks. It centers on managing patents, trademarks and other assets. Autessa IDF Manager centers on what comes before that: inventors writing disclosures, and reviewers scoring and deciding on them, with a pipeline, restricted fields and an activity feed.
- Reference code, assigned on first save
- Only the moves legal from this stage, for this role
- Structured disclosure sections
- Reviewer-only scores
Side by side
How they compare
How the two compare on the jobs an invention program runs every week.
| Capability | Autessa IDF Manager | IPfolio |
|---|---|---|
| Inventor portal with your own name and logo | ✓ | Not listed |
| Novelty and commercial value scores on every disclosure | 1 to 10 each | Not listed |
| Pipeline that offers only legal moves and re-checks each one | ✓ | Workflow automation |
| Reviewer-only legal, commercial and scoring fields | ✓ | Not listed |
| Activity feed on every disclosure | ✓ | Not listed |
| Clickable pipeline chart on the portfolio dashboard | ✓ | Embedded analytics |
| Full headless access (Autessa MCP) | ✓ | API noted; no MCP listed |
| 100% customizable, code and all (Autobot) | ✓ | Configurable, built on Salesforce |
| Invention records | ✓ | ✓ |
| Docket, filing, priority and grant details | ✓ | ✓ |
Based on publicly available information as of November 2026. Product names are trademarks of their owners.
Where Autessa wins
Why teams choose IDF Manager over IPfolio
Made for the inventor’s side
IPfolio is built for IP teams managing a portfolio. IDF Manager also gives inventors their own branded place to write, with a guide that fits their role.
Every decision on the record
Scores, attorney notes, filing details and the file decision live on the disclosure, kept with reviewers.
Change it by asking
IPfolio offers flexible configuration on Salesforce. In IDF Manager, ask Autobot for a new stage or review form, and it changes the app, code and all.
Portfolio answers in Claude
Through the Autessa MCP, Claude can report what was filed this quarter and which disclosures are on hold, within your role.
Switching
Moving from IPfolio
Start by inviting your review committee as Reviewers and a few inventors as Contributors, then ask new disclosures to come in through IDF Manager. Existing disclosures can be re-entered through the form, with their files attached, when they next come up for review. Filing and grant details can be added on the Review tab at any time. Teams that keep IPfolio as their portfolio system can use IDF Manager for intake and review up to filing.
Ready on day one, shaped to your program
IDF Manager works out of the box inside Autessa: the disclosure form, review pipeline, scoring, legal fields and roles are ready the day you invite your team. From there you can tailor fields, workflow and branding to how your invention program runs.
FAQ
Autessa IDF Manager and IPfolio: questions
Is Autessa IDF Manager an alternative to IPfolio?
Yes, for invention disclosures. IDF Manager covers capture, review, scoring, legal and commercial fields, comments, activity and roles. IPfolio covers wider portfolio management.
How customizable is IDF Manager?
Completely. IDF Manager is 100% customizable, and Autobot can change its fields, workflow and code from a plain-language request.
Does IDF Manager work with AI tools?
Yes. The Autessa MCP gives Claude and other AI tools full headless access, within the role of the person connected, so reviewer-only fields stay with reviewers.
Other comparisons
Start your invention program
See IDF Manager with your own disclosures
Use it out of the box, or book a demo and bring a recent invention. We will take it from Draft to a reviewer’s decision with you.
Disclosure form · review pipeline · reviewer scoring · role-based access
100% customizable, code and all
Make Autessa IDF Manager fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours