Prosecution Manager™
MATTER MANAGEMENT
Matters Module:
The AppColl® Matters module offers a centralized, single-page view of all your Intellectual Property matters, including patents, trademarks, copyrights, licensing agreements, contracts, domains, NDAs, and litigation. The Matters summary view provides a comprehensive list of your matters, with intuitive filters to quickly refine results. You can display dozens of customizable data fields for each matter, create tailored reports, and automate their distribution via email.
The detailed view delivers an in-depth overview of each matter on a single screen, including bibliographic information such as dates, application numbers, types, statuses, priority chains, claims, trademark goods and services, client and law firm contacts, associated products, technologies, fee caps, and more. Assign clients, attorneys, paralegals, and other contributors to matters with ease. Additionally, view and edit the published abstract, claims, and primary figure of any issued or published US or foreign patent, with data retrieved automatically from official sources.
Track the complete prosecution history of patents and trademarks through seamless integrations with USPTO’s Private PAIR and TSDR databases, as well as Espacenet. Stay up-to-date with US patent matters using e-Office Action emails, while US trademarks are updated automatically without any user input. AppColl® also generates comprehensive docketing tasks, including task types, due dates, deadline categories, and task ownership.
Receive PDF documents from the File Wrapper automatically when communications are sent from the PTO. Save time and ensure accuracy by leveraging AppColl® to populate dozens of official USPTO forms, such as the Application Data Sheet. You can also create custom form letters and emails pre-filled with data from your AppColl® database.
Matters Module Features:
Matter Summary View
View your entire Intellectual Property portfolio from a single screen. See matters by type, title, assigned attorney, status, filing date, issue date and docketing number. Customize the visible information with 70+ data points per matter. View only the matters you need by filtering the data with one or more filters.
Matter Details View
View the complete details of a matter from a single screen. The detail view provides bibliographic information, prosecution history, and docketing tasks. Perform many common functions from this page, such as closing tasks and generating official USPTO forms and custom form letters. View a list of all related matters and easily navigate to them. For any published or issued US patent, view the published abstract, claims and primary figure downloaded automatically from official sources.
Custom Data Fields
Add up to 20 custom fields to your matters to show additional information you wish to track. Filter your summary view based on the custom fields and include them in reports and letters you send to clients.
Matter Reporting
Create custom matter reports based on numerous criteria. Reports can have multiple filters using Boolean logic. Generate reports such as, ‘Trademarks Issued in 2011’, ‘Pending Foreign Patent Applications for Client X’, or ‘Matters Assigned to Attorney Y’.
Import Data
Import basic information for all your matters with a spreadsheet template. Once your matter basics are imported, we can retrieve complete details for your patents and trademarks from Private Pair, TSDR and EspaceNet. Easily add new matters by adding an application or serial number and let AppColl do the rest by pulling in all available details and generating docketing items.
Form and Letter Generation
Let AppColl populate dozens of official USPTO forms with a couple of clicks, including the Application Data Sheet. Create multiple forms at once. Create your own custom letters and emails, easily populated from the information in AppColl. Dramatically speed up the time it takes to generate customer communication.
Multiple Country Matter Duplication
AppColl can create multiple child matters for different countries that all share the same parent. For example, when creating matters for designated states from an EP matter. All relevant information is copied from the current matter to the created children, including connections and inventors.