Case Study: Intuit achieves faster, more flexible IP management and richer reporting with IPfolio

Intuit’s IPTeam Exceeds Competitive Advantage Goals

Intuit, the maker of TurboTax, QuickBooks and Mint.com, faced an aging, highly customized QuickBase IP database that could not keep up with needs for flexibility, reporting, security and a modern technology stack. After evaluating several vendors, Intuit selected IPFolio’s IP management system in 2016 to replace its home‑grown QuickBase solution.

IPFolio implemented a configurable, Salesforce‑based platform, conducted training, and added a new “Brainstorm Front‑End Module” to capture initiatives and rapidly create invention disclosure forms. The IPFolio deployment delivered measurable benefits — faster performance than QuickBase, improved user experience, hundreds of inventor disclosures per month, regular outside‑counsel and executive use, and richer self‑service reporting that lets Intuit track disclosure-to-filing workflows and optimize IP operations.

Intuit

Arien Farrell

Senior Patent Counsel