start to finish
intellectual property
management
AppColl PM Plus
End-to-end IP portfolio management for law firms, with automation built in.
AppColl PM Plus fetches USPTO documents, reconciles invoices with QuickBooks, collects signatures, and can give your clients a window into every matter you handle for them.
AppColl PM Plus
One connected platform for your IP practice.
01
Tasks
Out-of-the-box docketing & workflow automation for US patents, trademarks, and PCT.
02
Invent
Inventor disclosure intake, review, and tracking from idea to filing.
03
Matters
Centralized portfolio across patents, trademarks, copyrights, NDAs, licensing & litigation.
04
Prior Art
Cross-matter citation & reference tracking with one-click IDS Form SB08 generation.
05
Files
Drag-and-drop document storage with revision history and email-to-folder filing.
06
Signatures
DocuSign and Adobe Acrobat Sign integrations for declarations, assignments & engagement letters.
07
Billing
LEDES 1998B & 2.0, retainers, trust accounts, and a two-way QuickBooks Online sync.
08
Reports
Customizable line, bar, and pie charts with scheduled email delivery.
09
Conflicts
Metadata-wide search for adverse-party relationships and technology overlap.
10
Contacts
Full database of inventors, clients, attorneys & outside counsel with role-based permissions.
11
Tandem™
Branded client portal for real-time matter status, deadlines & shared documents.
12
Email Intake
Every matter gets its own intake address. Forward or CC any correspondence and it files itself against the right matter automatically.
⚡ Exclusive to PM Plus customers
On the Roadmap.
Two new capabilities in development for PM Plus subscribers, extending the platform into AI-assisted prosecution and global IP management.
AppColl AI
Start-to-finish AI built into your IP workflows: automation, forecasting, and generative drafting. Includes AI-Enhanced 892 Processing, Spend & Billing Forecasting, AI Assist, and AI-Assisted Office Action Responses.
Foreign Law
Jurisdiction-aware docketing for international prosecution. Rules, deadlines, and filings for foreign associates and national-phase entries across the global IP landscape, built in.
USPTO Automation, now with 892 Processing.
Every e-Office Action email is parsed, Patent Center documents are pulled, and the right docketing tasks are generated and attached. 892 Processing is the newest addition: AI extracts examiner-cited references and adds them to the right matter as prior art. Hours back per Office Action.
Auto-download File Wrapper PDFs from Patent Center
Bibliographic XML imported and refreshed on every USPTO event
Docketing tasks generated and attached automatically
Espacenet prior art import for US and foreign applications
892 Processing: AI-extracted examiner citations attached as prior art
Synchronize invoices with QuickBooks Online.
Push invoices from AppColl to QuickBooks Online with one click. Line items, descriptions, and a PDF copy all travel together. When a payment lands in QuickBooks, it's mirrored back to the matter automatically.
Full line-item detail preserved on transfer
Original invoice PDF attached for client reference
Payments synced both ways · retainer-aware
Trust account reports stay perpetually reconciled
Your clients see exactly what you want them to.
A branded portal where clients view real-time matter status, upcoming deadlines, and shared documents. You decide which fields are visible per client. No more status emails, no more spreadsheets exported on Friday afternoon.
Per-client field visibility, granular control
Branded with your firm's logo & domain
Shadow docketing pushes matters to client accounts
Free for your clients · unlimited seats
Assignments, declarations, engagement letters, signed.
Send for signature from inside a matter, pick DocuSign or Adobe Acrobat Sign, and AppColl chases the signers down for you. When they sign, the executed file lands back in the matter's file folder, indexed and ready.
Templates for assignments, declarations, engagement letters
Automated reminder cadence, no manual nagging
Signed PDFs auto-filed to the correct folder
Audit trail attached for every signature event
Advanced reporting to understand and manage your business.
Aggregate by type, country, attorney, technology, fee cap. Drag charts onto a dashboard, schedule reports to email weekly, and answer “how's the portfolio?” with one link instead of a forty-tab spreadsheet.
Line, bar, pie · drag-and-drop dashboard
Scheduled email delivery to clients & internal stakeholders
Trust account reconciliation built-in
Customize any standard report or start from scratch
AppColl PM Plus
All-in-oneThe complete platform: matters, docketing, files, billing, signatures, reporting, conversations, Tandem™ portal, and the full automation layer.
Automated USPTO Patent Center sync
QuickBooks Online two-way sync
DocuSign & Adobe Acrobat Sign
Tandem™ client portal
Shadow docketing & conversations
Advanced reporting & dashboards
Live webinars, email & phone support
See it on your matters.
The fastest way to evaluate AppColl PM Plus is a demo with our team. We'll walk through USPTO Automation, billing, signatures, and the client portal against scenarios you actually run.
Already on PM Pro? Start a free trial from your admin panel →