IP Space

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Case Modules

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