# Inteum Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Inteum the right Document Management solution for you? Explore 19 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/163831/Inteum/reviews --- Inteum 4.1 (19) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated January 12th, 2026 # Reviews of Inteum Ease of use 3.8 Customer Service 4.6 ## Showing most helpful reviews Showing 1-19 of 19 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Andrew B. Senior Manager: Innovation Higher Education Used the software for: 1-2 years ### "We migrated to Inteum just over a year ago from a bespoke database" January 17, 2018 5.0 It has met our requirements and also added in CRM functionality, which has been useful for our commercialisation team. Key agreements and other IP-related docs can be uploaded and then are accessible to all the team - from anywhere with the web-hosted option. Pros The web-hosted environment is great - apparently an app is on its way. Great to quickly access in meetings. We have quite comprehensive reporting requirement for Government and this was the only alternative that I found that could cope with the details. Specific format forms need to be used and these were able to be created on Inteum so that we can produce the requisite form directly. Whilst we were assisted to create that and some more complex reports (e.g. for our finance processing, where we needed concatenated reference fields created) the other reports are easy to create. Often we can filter tables of data on-screen and if necessary export them immediately to Excel. Saved filters enables one to produce the simple reports very easily and standard reports are used to provide various stakeholders with their portfolio reports. It has been easy to learn. There is considerably more functionality that we are planning to make use of during the course of 2018. The ability to create user defined fields on one's own is great. Training is comprehensive - either through "Inteum Central" where where there are procedures as well as tutorial videos. There are also live webinars. Cons It would be great if "out of browser" updates could be managed in the background so that one does not need to wait for the weekly update to download before getting access. There are a number of modules from a user perspective (the database, then Analytics for reporting, then Central for help) and as an Administrator there are others. It would be great if they were more integrated and shared the same password. Certainly manageable, but perhaps not ideal. During migration I think that it is important for Inteum to understand how the office's systems are currently working (workflows, etc.) and that more time is allocated to advising new clients regarding how they can adapt Inteum to mimic what they are used to. Some things understandably will change. I found it difficult to work out how to structure things when I did not know the functionality of Inteum as I was new to it. Its not only about 'data' migration (which was handled well), "process" or workflow migration is very important when moving to a new platform. Review Source VR Verified Reviewer Intellectual Property Officer Research Used the software for: 2+ years ### "Still adding more power and capability to our business after eight years of use" June 5, 2018 5.0 Improvement in all aspects of our business that relate to Inteum's capabilities. Pros From day one Inteum has improved the quality of our business - and is still adding more value as we use more features. We benefit from having software that is specifically designed for and used by technology transfer offices - so we can design new business processes driven by Inteum with some certainty that they are best-practice. The range of capabilities is very large and hence a bit confrontational to start with but over time, it allowed us to add more and more business processes to the system. Its connectivity is terrific - reports, excel import and export and direct access to the database by analytics tools such as their own Analytics program and tools such as Tableau. Updates, improvements and bug fixes are timely. Support is terrific. Absolutely first class. Even in a completely different part of the world, we receive prompt attention and escalation is very quick when necessary. Sorting out technical problems and even custom programming is readily available. We selected Inteum from amongst three other products that we evaluated thoroughly and never for a second have regretted our choice. Cons Sometimes takes quite a while for our particular special tweak to make it to the top of the "new features to be implemented" list. Review Source VR Verified Reviewer Innovation Asset Administrator Higher Education Used the software for: 6-12 months ### "I started using Inteum in April. My team has been using it much longer." January 16, 2018 3.0 Pros We recently acquired Analytics and I enjoy this feature set; I am not sure how we lived without it! I do wish it was easier to create custom data sets , however, support is very halpful in tis regard. Cons It is not geared for copyright or trademark yet our office does a lot of work in those IP areas. It is also not geared for Project work that occurs before a Disclosure occurs and it would be helpful to capture this early collaboration data. Review Source LJ Laura J. Paralegal Biotechnology Used the software for: 6-12 months ### "The webinars, staff helpfulness and ease of use have been refreshing." January 16, 2018 4.0 Functional ability to track IP and Agreement deadlines and keep good oversight on our multiple IP Attorneys all over the world. The ability to keep our documents with our projects is very convenient, especially when the security on the server files are not able to allow all inventors access to their application information with the IP Portal. Now they can track progress of their applications and frees up the IP team. Pros The functionality of the program is capable of handling our IP needs, as well as our Agreements. The Agreement functionality is basic, but that's all we need. The Agreement Portal and the IP Portal are fairly new to us, but it has great potential to get adopted as it seems very user friendly. I like that the company updates the software regularly and is building Minuet to adapt to all browsers. The training is webinar based and foundation based, but the customer support helps expand on the foundation we get in webinars, so we can get as advanced or stay as basic as our needs or curiosity dictates. I like that they have a suggestion box for Users and that they actually read them and implement many of them to make our data entry and data management more functional. Cons The Activity Report standard form is not as functional as I would like. Analytics should fix the problem as I learn how to use it better, but the field names are so similar that it is difficult to figure out which one applies to the information I need. I'm not a big fan of the Dashboard. It's a very complex method for organizing data and the data manipulation in the Dashboard can generate deceptive reporting, especially when counting international applications filed and money expended for filing, particularly when tracking filings from a PCT application. Review Source VR Verified Reviewer Associate Director, Technology Commercialization Higher Education Used the software for: 2+ years ### "Easy to use, capable of letting multiple users input information. " January 16, 2018 4.0 An easy, shareable platform for managing a patent portfolio. Pros That it's a easy option to keep patent records organized. We recognize right now that we aren't using the full capability of the system but we find it robust for managing our patent portfolio. We are currently looking to expand using it to manage more of our marketing communications so that we can use Inteum for all of our software needs, rather than using multiple platforms. Cons Because of the "silverlight" plugin, I can only use Inteum in Internet Explorer. My university's default and preferred browser is Google Chrome. That means opening a separate browser for Inteum which in inconvenient and clunky. Review Source MA Millie A. Director, Commercial Used the software for: 2+ years ### "Surprisingly easy to use" January 16, 2018 4.0 Pros The application is easy to use; support from the team is great. Our users are able to run their own reports and they use it to manage their business. As we are based in Australia, there are less opportunities to attend any training session or participate in activities organised for Inteum users. However, Inteum Central is a great tool for our users as our staff is encouraged to use this to learn more about its functionality. The other pro is the ability to customise the fields to suit our needs. Cons The default to technology category is annoying and it does not appear that we can set the default to agreements which is where we normally start off with. The other is the menu tabs at the top of the screen. They are fixed and we cannot seem to change the order of the tabs. Review Source NO Norman O. Assistant Director Used the software for: 2+ years ### "I have used Inteum for the last three years and have enjoyed using it in terms of functionality. " January 17, 2018 4.0 Better management of my IP portfolio. Pros What I like the most about Inteum is its simplicity in terms of functionality. I like how everything is laid out on the left column so I could easily navigate the software. The Outlook plugin is certainly my favorite part of this software. I cannot wait to explore the auto-email attach function of Inteum. Cons Probably the fact that I am restricted to only internet explorer, and not other browsers. It will also be great if there's an app version so I could use Inteum while traveling. Review Source TE Terry E. Legal and IP Support Officer Education Management Used the software for: 2+ years ### "Inteum is relatively easy to use, I would say I preferred the old C/S version." January 17, 2018 4.0 The ability to track progress on projects Control over Patents and confidence the information is correct and up to date Pros The outlook plugin The views and layout, it is easy to navigate. The ability to set personalised fields. Cons The difficulty in accessing certain areas of the system where high level access rights are needed and the software not being supported by our organisation. There are a lot of assumptions made in the design which are not applicable to all institutions. Analytics is not very user friendly and the help information is too technical to follow. Emailing out of Inteum. Downloading documents to attach to emails is clunky. Review Source JK Julie K. Business Manager Research Used the software for: 2+ years ### "The support team is excellent and works to implement customer suggestions." January 16, 2018 5.0 Having everything in one place has been a huge help to us in times of transition due to staffing turnover. It has also helped us streamline tracking agreements and activities as well as reporting. Pros Basic use of the database is fairly easy to learn. The technical support team is top-notch -- very responsive and tries to implement customer suggestions to make the database work in ways that better assist our offices. Cons It isn't easy to make batch changes. The import/export tool is complicated to learn, especially for someone who doesn't use it consistently. Review Source CH Christina H. Contracts Manager, IP Administrator Used the software for: 2+ years ### "I use Inteum daily and would be lost without it. Our accuracy of info is 100% improved" January 22, 2018 4.0 Previously described in review Pros When used correctly Inteum is a very robust tool for handling management of IP information and in the case of my institution, management of contracts as well. Tracking of dates, deadlines, finances, etc. with Inteum generated reports has been a huge time saver with proven accurate results. Cons As with any web based products, there are times when the Inteum server will be unavailable. When these issues arise they are usually remedied in 2-3 hours. Review Source SM Scott M. Licensing Associate Higher Education Used the software for: 2+ years ### "I interact with Inteum daily as a Licensing Associate. Has helped keep us vastly more organized." January 16, 2018 4.0 Organization and structure to the IP Portfolio Pros What I like most about the software is ease of access to everything I need -- including New Technology Disclosure info, Patenting Info (including filing histories and other data), and agreement info. I also like the ability to create new templates within the inventor portal. Cons What I like the least about the software is that the Dashboard data on the front page often portrays incorrect information. Review Source KP Kathryn P. Project Officer Research Used the software for: 2+ years ### "Have found Inteum very user friendly to learn and easy to customise for our business needs." January 22, 2018 4.0 One stop shop for all contracts and commitments that the whole organisation can benefit from and reporting benefits Pros the great search function, how everything is linked, the activity reminders linked to your email - great project management tool. the reporting function that Analytics offer. Cons Probably the finance section has taken me the longest to master as we try to custom it for our needs. Review Source WA William A. Assistant VP, OTTC Used the software for: 2+ years ### "Use Inteum for our Tech Transfer record keeping" January 19, 2018 4.0 Pros The ability to have a one stop place for all of our disclosures, agreements, deals, patents, and royalties with the ease to create reports from that information. Cons The training needed in order to fully utilize the software as we have personnel turnover means that we never are fully utilizing all abilities. Review Source WN Wainewright N. IP Specialist Used the software for: 2+ years ### "Inteum is an essential and valuable tool for us at Innovation Enterprise, University of Saskatchewan" January 16, 2018 5.0 Pros Excellent interface, making it easy for a new user to transition and learn. The functionality and simplicity of the interface allows for smooth navigation between functions. Cons Inteum Analytics is a bit tricky to navigate and feels as though it has not been integrated well with the larger program. Review Source EW Edward W. Paralegal Used the software for: 2+ years ### "I work daily to maintain a shadow docket for patent prosecution." January 22, 2018 4.0 Pros It's very logical and allows you to link documents. I prefer electronic records to paper. It allows the user to create rules within the database to organize tasks. Cons I can not do global data replacements when needed. Sometimes (not very often), the software will kick you out of the web interface. Review Source ML Maryanne L. Admin Assistant Higher Education Used the software for: 2+ years ### "I live with it, not perfect but better than other databases" January 16, 2018 3.0 easy retrieval of information Pros it usually works well. Easy to search and retrieve most information. Cons the reporting to iEdison has problems and does not always work smoothly. Trying to update older 'legacy' files is diffcult to impossible It has cryptic error messages Review Source DV Dana V. Manager Used the software for: 1-2 years ### "Overall pleased with software" January 16, 2018 3.0 Pros Responsiveness of support staff. When I have a question about how to use the software they usually respond within an hour. Cons Interface could be improved for easier use. Visually it is sometimes difficult to identify the information I'm looking for. Review Source SS Susie S. IP Administrator Used the software for: 6-12 months ### "Very user friendly and help is always available if I need it." January 16, 2018 5.0 Inteum has met all of my needs and then some. I am still in the learning phase and look forward to using everything it has to offer. Pros Our teams are located in different regions and Inteum makes it possible to efficiently, easily and timely organize all of the information in one database for everyone to use. Review Source PD Patrisha D. IP Paralegal/Licensing Assistant Defense & Space Used the software for: 6-12 months ### "Inteum has performed the tasks I require successfully" January 19, 2018 4.0 I am not that familiar with the system as of yet. I've only been working on the system less than a year, but the day to day input, searching and financial reporting requirements that are needed for my job on a daily basis are done successfully. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.