Intellectual Property Management Software

DEMO
LOGIN

Intellectual Property Optimized

No Downloads. No Software to Install

Choose the plan that’s right for you.

We are a subscription service.  

 World Class Support | Learning Center | User Forum

Inquiry

AppColl® PM Pro

Monthly Starting At
$ 100 Per Month
  • Auto Docketing for US Patents & TMs
  • Manage Internal Workflows
  • Comprehensive Matter Database
  • Track Billing and Generate Invoices
  • Secure Document Storage
  • Prior Art Management
  • Contacts Management
  • Create and Schedule Custom Reports
  • Auto populate PTO Forms
  • User Management
  • Data Import/Export
  • Premium Support

AppColl® PM Plus

Monthly Starting At
$ 130 Per Month
  • AppColl PM PRO
  • Signatures
  • AppColl PM Invent
  • QuickBooks™ Online Integration
  • Conflict Checking
  • Automated Email Intake
  • Trust Account Reports
  • Advanced Reporting
  • Conversations
  • Account Syncing
  • Auto download of documents and XML data from Patent Center
Popular

AppColl® IM
(Invention Manager™)

Annual Contract Required
$ 350 Per Month
  • Inventor Workflow Mgmt
  • Patent Committee View
  • Award Management
  • Invention Scoring
  • Single Sign On (SSO)
  • HR DB Integration
  • Invention Disclosure Mgmt
  • Enterprise Integration
  • Analytics

Feature Comparison

AppColl® PM PRO

Starting at
$ 100 Per Month
  •  

AppColl® PM PLUS

Starting at
$ 130 Per Month
  •  
Popular
Automatically generate docketing tasks for US Patents from USPTO e-Office Action emails. US Trademarks are auto-updated with no user intervention needed.  AppColl® includes hundreds of task types for U.S. Patent & Trademark Law, and PCT Law through national phase entry. Each task’s rules use triggering events to automatically create docketing items and additional settings to automatically calculate the due date. Foreign matters can easily be docketed manually.
Check Mark
Check Mark

Create custom task rules to automatically handle foreign patent law, internal reminders, client reminders, or anything else you may want to add. Manually add custom tasks to matters or automatically generate them from one or more triggering events. Communicate with team members via automated form-filled emails populated with information from the system.

Check Mark
Check Mark
AppColl® Matters module stores information for all IP related matters, including patents, trademarks, copyrights and contracts. Create your own custom fields for managing information specific to your business. Automatically populate information for US and Foreign patents from public databases.
Check Mark
Check Mark
AppColl® Billing module is a full featured billing and invoicing system built specifically for Intellectual Property professionals. Law firms can track their time, easily invoice their clients and record payments. Corporations can load billing information from law firms and track spending. The Billing module is completely integrated with the other modules in AppColl® so you leverage all data already entered. No more transferring data to or from other systems or having to work with different products with different interfaces.
Check Mark
Check Mark
AppColl® Files module provides a centralized place for storing all documents associated with your business. Stop maintaining your files locally. By placing your documents in AppColl® cloud, anyone with a login has immediate access. Documents are encrypted and automatically backed up to multiple physical locations. No need to worry about scheduled backups from your local computer.
Check Mark
Check Mark
Use AppColl® Prior Art module to manage prior art references across complex matter families and generate accurately populated Information Disclosure Statements in seconds for uploading to the USPTO. Also store documents associated with the references for easy access.
Check Mark
Check Mark
Use AppColl® powerful filtering to easily create reports of select data.  Set reports to be emailed with a customized schedule and format to fit your needs.  Control access to reports with AppColl® query language or make personal reports for a single user.
Check Mark
Check Mark
Maintain a full database of all contact information related to patent prosecution. The information stored in AppColl® Contacts module is used to quickly populate USPTO forms and form letters.
Check Mark
Check Mark
Save time and improve accuracy by having AppColl® populate dozens of Official USPTO forms, including the Application Data Sheet. Create custom form letters and emails populated with information from your AppColl® database.
Check Mark
Check Mark

Control user access to your account with fine-grained permissions. For each user, specify which modules can be accessed and if they can add, change or delete records in that module. Restrict users to their own information in the system, such as their own assigned matters, billing items and docketing tasks.

Check Mark
Check Mark
All modules can import and export any information in comma-separated-value (CSV) format. Create custom reports in Excel using data from any module. Quickly import data from other IP management systems into AppColl®. Make bulk changes to data in AppColl® by uploading a spreadsheet. Store local copies of your data with a few clicks.
Check Mark
Check Mark
All users have full access to AppColl® outstanding customer support. Ask as many questions as you want, with an average response time of less than 1 hour during US business hours. Schedule 1-on-1 trainings with our support staff. Attend regular webinars on how to make the most of AppColl® advanced features. Search AppColl® comprehensive article database to find the steps to accomplish tasks.
Check Mark
Check Mark
Spend less time logging into Private Pair. When a USPTO e-Office action email is processed by AppColl®, any documents associated with the e-Office action will automatically be downloaded from Private Pair and attached to any docketing tasks generated. At the same time, the bibliographic (XML) information for the associated matter is updated. This feature essentially removes the need to manually log into Private Pair after receiving office actions associated with US patents.
Blank Check
Check Mark
Quickly and accurately synchronize invoices created in AppColl® with QuickBooks Online. With this feature, you can transfer invoices directly from AppColl® to QuickBooks Online, and then synchronize any payments entered in QuickBooks Online back to AppColl®. Invoice line item detail is transferred, and a PDF of the AppColl® invoice is attached to the QuickBooks Online invoice for reference. Also, client contact information can be transferred to keep both systems consistent.
Blank Check
Check Mark

Identify conflict of interest situations where doing the best thing for one client may harm another due to an adverse relationship between the two clients. Search information in all matters and contacts, including metadata such as adverse party relationships, keywords and technologies to find potential conflicts. Searches can be constructed using full Boolean expressions. The setup and results of searches can also be saved for viewing or re-running later.

Blank Check
Check Mark
Easily keep a record of all emails sent between you and your client regarding matters without having to manually upload files to specific folder locations in AppColl®. Through use of special email addresses, AppColl provides a mechanism by which users can simply Cc or forward emails directly to AppColl®, and the email will be saved in the correct folder in the AppColl® Files module corresponding to the associated client or matter. The email and all attachments are stored as an .eml file, which can be opened directly by many email systems, including Microsoft Outlook.
Blank Check
Check Mark

Use advanced graphical reporting tools to understand and manage your business more effectively. Respond quickly to client requests for reports on their IP portfolio. This feature allows you to generate customizable line, bar and pie charts aggregating your data in complex ways. For example, you can see a report of the average amount billed per matter for each patent type in each country. You could also generate a chart showing how the time between patent filing and issuing changes over time. Drag, drop and resize charts to customize your dashboard showing the most important information when you log in. Automatically schedule graphical reports to be emailed to interested parties. Create your own reports by easily customizing any of the numerous standard reports provided.

Blank Check
Check Mark
AppColl® PM Invent was developed to give law firms a more efficient way to capture invention disclosures and connect with inventors. Ability to acquire Invention Disclosure Forms (IDF’s) easily and securely.
Blank Check
Check Mark

Trust account reports are used to assist in reconciling actual bank account balances with debits and credits from retainers received from customers. These reports are generated entirely from retainer type billing items in the Billing module. 

Blank Check
Check Mark
The Conversations Tab allows another view for the emails that are sent into AppColl® for a particular matter. Now when an email comes to a Matter’s Intake email, AppColl® will display the message on the Conversations Tab in a similar way as your email inbox. With this feature, you can easily download attachments, view, and reply to messages sent to the Intake address for that matter.
Blank Check
Check Mark

The Conversations Tab allows another view for the emails that are sent into AppColl for a particular matter. Now when an email comes to a Matter’s Intake email, AppColl will display the message on the Conversations Tab in a similar way as your email inbox. With this feature, you can easily download attachments, view, and reply to messages sent to the Intake address for that matter.

Blank Check
Check Mark

INVENTION MANAGER™

Starting At
$ 350 Per Month
  • Inventor Workflow Mgmt
  • Patent Committee View
  • Award Management
  • IP Scoring
  • Single Sign On (SSO)
  • HR DB Integration
  • Advanced Analytics

products

Company

get started