IP Space >>> Features

IP Space

 ·    Docketing and Managing:  

    • Docketing all case types, including registering, changing, litigating, renewals and licensing etc. 
    • Managing full lifecycle of trademarks, patents, copyrights and domain names etc. 
    • Defining your own types of cases, customizing case fields
    • Managing all case-related information in one central interface 

  ·    Fees and Billing:   

    • Automatically generating official fees and attorney fees based on your configurations
    • Tracking the official fee payment workflows
    • Recording timesheet items and automating calculation of charging fees
    • Drafting bills from the fees and timesheets  

 ·    Tasks and Alerts:  

    • Creating tasks with client’s due dates, official due dates and internal due date based on customized task templates
    • Dashboard alerting all important due dates of cases, tasks, documents, fees and bills etc.
    • Configurable color showing different urgent level for due dates

  ·    Documents and Emails:  

    • Built-in Document and Email Modules retaining documents and in & out emails attached to cases
    • Automatically generating standard documents and emails based on the documents and email templates
    • Dragging, dropping and parsing documents and emails from the outside and storing them into IP Space  

  ·    Renewal Managing:  

    • Creating renewal fees based on the renewal fee configurations
    • Managing patent, trademark and domain names renewals information
    • Alerting renewal due dates, managing the related documents and tracking renewal history  

·    Customer Relationship Managing:  

    • Managing contact information of clients, agencies, introducers and applicants
    • Recording correspondence of email, telephone and fax etc.
    • Bulk emailing to the selected contacts
    • Real-time statistics of client cases, fees and tasks  

 ·    Reporting:   

    • One-clicking to generating yearly, quarterly and monthly reports of clients, cases and fees
    • Dragging to select data area to creating charts. Exporting forms and charts of reports  

 ·    Flexible and Configurable:   

    • Selecting modules needed, and adding more as your business growth
    • Defining your own case types, progresses types, case ref. number rules and case statuses
    • Selecting modules needed, and adding more as your business growth
    • Creating your own fee list, document templates, email templates, and task templates etc. and using them to produce fees, documents, emails and tasks automatically or manually 



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