Intellectual Property Practice Management Software
Manage applications, portfolios, disputes and deadlines around the lifecycle of the rights you protect.
Who this is for
Intellectual property practices and IP departments managing trade mark and patent portfolios, renewals, oppositions and licensing for local and international clients.
What intellectual property teams tell us
- Renewal and priority deadlines carried in spreadsheets that no one owns
- Large portfolios with no single view per client, family or jurisdiction
- Recurring renewal billing prepared manually each cycle
- Correspondence with foreign associates disconnected from the portfolio record
Built around the right
Let the type of right determine the process.
Configure workflows for applications, registrations, renewals, portfolio management, enforcement and disputes, with dates and responsibilities tied to the specific matter.
Typical flow
- Instruction
- Search or assessment
- Application
- Examination or prosecution
- Registration
- Renewal or enforcement
Intellectual property documents and templates
Keep specialist know-how close to the matter.
Connect applications, notices, assignments, licences, correspondence and precedent documents to the relevant workflow and intellectual property type.
Document categories
- Applications
- Notices
- Assignments
- Licences
- Correspondence
- Precedents
Portfolio reporting
Show the portfolio as well as the individual files.
Track rights by status, upcoming deadlines, renewals, matter type, jurisdiction, client portfolio, WIP and profitability from a practice-wide view.
At a glance
- Upcoming renewals
- Applications in progress
- Rights by status
- Portfolio by client
Questions we are asked
What software manages trade mark and patent renewals?
IP practices need portfolio records per client and jurisdiction, deadline tracking for renewals, priority dates and oppositions, document automation for filings and correspondence, and recurring renewal billing. Legal Interact configures Matter Manager and Practice Manager Pro for IP portfolios.
Can renewal deadlines be tracked across a whole portfolio?
Yes. Deadlines attach to each right in the portfolio and roll up into one view, so upcoming and overdue renewals are visible across clients and jurisdictions.
Does it support recurring renewal billing?
Yes. Renewal work and fees can be billed on a recurring cycle rather than assembled from scratch each period.
Can foreign associate correspondence be kept with the record?
Yes. Correspondence, instructions and filings are stored against the relevant right and matter rather than in individual mailboxes.
Products for intellectual property practices
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