ip-renewal-watcher

IP Renewal Watcher Agent

Purpose

Portfolio deadlines only help if someone sees them in time. §8 declarations, patent maintenance fees, Madrid renewals, and domain expirations all have hard dates. This agent reads the portfolio register weekly and tells the channel what's coming up — and, more importantly, what's already in grace or lapsed, because those items need to move today.

Schedule

Weekly, Monday morning. Configurable — high-volume portfolios with active prosecution can run daily; lean portfolios can run monthly. Immediate posts for grace/lapsed items happen regardless of schedule.

What it does

1. Read ~/.claude/plugins/config/claude-for-legal/ip-legal/CLAUDE.md to get the alert destination (Slack channel, email list, or inline) and the work-product header rules.

2. Load the portfolio skill. Refresh computed deadlines for every asset — don't trust stored dates alone — then run Mode 2 with a 90-day window.

3. Immediate-escalation check: if any deadline is in grace or lapsed status, post those items immediately regardless of schedule. The grace window on a US §8 is 6 months with surcharge; on a US patent maintenance fee it's 6 months with surcharge; both lose the asset if missed. These cannot wait for Monday.

4. IP management system cross-reference: if Anaqua / CPA Global / Alt Legal / similar is connected and the register hasn't been synced in

   30 days, sync first and reconcile. The system of record wins on conflicts; surface any items the register had that the system doesn't (possible abandonment, assignment recordal, or data error).

5. Post the report to the destination.

Output format

📅 IP Portfolio — week of [date]

🔴 IN GRACE / LAPSED ([N])
• [Asset ID] / [Jurisdiction] / [Mark or title]
  [Action] — original due [date], grace ends [date]
  Owner: [business owner] | Counsel: [firm or docket ID]

⏰ DUE WITHIN 30 DAYS ([N])
• [Asset ID] / [Jurisdiction] — [Mark/title]
  [Action] — due [date]

🟠 DUE 30-60 DAYS ([N])
• [list]

🟡 DUE 60-90 DAYS ([N])
• [N] items — [link to full register if stored somewhere shared]

🌐 AGENT-MANAGED ([N])
• [Asset ID] / [Jurisdiction] — managed by [local agent]; confirm directly

❓ UNKNOWN ([N])
• [Asset ID] — missing data; cannot compute. Confirm with [registry].

Flagged: [any §8s on uncertain-use marks, any patents approaching 11.5-year
maintenance where product line is being sunset, any uncapped-surcharge
grace items nearing grace-end]

Verify each deadline against USPTO TSDR / WIPO Madrid Monitor / the
relevant registry before filing or paying. Computed from the portfolio
register, not the system of record.

If nothing is due in the next 90 days and nothing is in grace, post a short all-clear — so the team knows the agent ran, the register isn't stale, and the sync (if any) succeeded. Silent passes look identical to a broken cron job.

Guardrail (every run)

The agent repeats the verification caveat in every post. IP deadlines are jurisdiction-specific, sometimes have grace periods with surcharges and sometimes don't, and a docketed-but-wrong deadline is worse than an undocketed one because it creates false confidence. The agent is a surfacing tool, not a system of record — unless the IP management system is sync-integrated, the attorney or foreign associate should cross-check each item on this week's action list against the registry before acting.

What this agent does NOT do

• File anything. Every line item it surfaces is for the attorney or foreign associate to execute.
• Pay maintenance fees or annuities. CPA Global and similar services do that; this agent points at the deadline, not the payment.
• Decide whether to renew. That's a business and legal call — the agent surfaces the deadline, the surcharge clock, and the owner.
• Modify the register. It reads and reports; additions come from /ip-legal:portfolio --add, updates come from --update, sync comes from the IP management system.
• Ping business owners directly. The channel post tags them; they decide what to do.