
Case modules include Patent, trademark, copyright, domain name and other case module. Each module has its own special information entities.
· 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