Patent Management Software

Iolite Patent Management Software

Software that makes workflow at Law Firms structured, accurate & efficient

Patent Management Software CANADA

Iolite is specially designed for Patent Attorneys & Agents to integrate the Inter-Departmental users of the IP Law Firms, such as Partners, Principles, Associates, Para Legal team, Clerical & Marketing Staff whilst maintaining agreed levels of restricted access on a single platform.

Iolite Patent Management is built with specially designed Law Engine store & manage Provisional, Non-Provisional, Conventional, National Phase, European Patent Application & Validation in designated countries, Divisional, Patent of Addition, Continuation & Continuation in Part, EAPO, ARIPO, OAPI, GCC, etc. The software also allows you to manage all kinds of patent i.e., Inventions, Utility model/ petty patents, plant variety, etc.

Iolite is specially designed for Patent Attorneys & Agents to integrate the Inter-Departmental users of the IP Law Firms, such as Partners, Principles, Associates, Para Legal team, Clerical & Marketing Staff whilst maintaining agreed levels of restricted access on a single platform.

Iolite Patent Management is built with specially designed Law Engine store & manage Provisional, Non-Provisional, Conventional, National Phase, European Patent Application & Validation in designated countries, Divisional, Patent of Addition, Continuation & Continuation in Part, EAPO, ARIPO, OAPI, GCC, etc. The software also allows you to manage all kinds of patent i.e., Inventions, Utility model/ petty patents, plant variety, etc.

Our software provides Law Engine for more than 100+ Countries / Jurisdiction
Patent Management Software USA USA
Canada Canada
EPO EPO
WIPO WIPO
ARIPO ARIPO
OAPI OAPI
India India
Mexico Mexico
Switzerland Switzerland
Germany Germany
Denmark Denmark
Patent Management Software Uk Uk
Australia Australia
New Zealand New Zealand
Uruguay Uruguay
Costa Rica Costa Rica
South Africa South Africa
Peru Peru
Argentina Argentina
Chile Chile
Columbia Columbia
Cyprus Cyprus
Austria Austria
Estonia Estonia
Ireland Ireland
France France
Hungary Hungary
Poland Poland
Portugal Portugal
Spain Spain
Slovakia Slovenia
Slovakia Slovakia
Sweden Sweden
Lithuania Lithuania
Malta Malta
Italy Italy
and Many More.
  • Centralized Resilient Storage on Cloud
  • Reduced cost of IT infrastructure and IT man-power
  • Collaboration Efficiency using Cloud
  • Accessible from anywhere, anytime in the most secure manner
  • Visible reduction in man-power time and cost as Iolite offers a fully managed software
  • Major reduction in the overall cost of managing the Patent Portfolio
  • Reduction in Chances of Errors
  • Time Management and Fast Processing of Information
  • Aids in Growing your Business
  • Periodic and reliable MIS Reports, from one source for reviews
  • Flow process across the organization becomes systematic, accurate and simplified
Upto 50%
Men Power Decrease

KEY FEATURES

Deadline Calendar

The Deadlines Calendar displays the list of all upcoming deadlines to the user for various Patent Dockets. The software offers color coding for various categories of deadlines i.e., Renewal, Hearing, etc. keeping your deadlines organized. The Iolite Legal Software Suite allows you to synchronize your deadlines with your personal Google & Outlook calendars making deadlines accessible on your phone & tablets.

Deadline Calendar
Dashboard
Dashboard

The Dashboard provides a graphical user interface that provides at-a-glance views of key performance indicators (KPI) relevant to the patent application business processes. In other words, it provides a progress report of the various patents filed across the world.

Client

The client module allows users to store the complete data of the client at a centralized location and helps to retrieve client details at various stages in the software without re-entering the same, keeping the content uniform throughout the software making retrieval of accurate data.

Client
Client Section
Client Section

The Clients can log in and view their complete patent portfolios and download summary reports in excel & documents i.e., certificates, etc. The Clients can also place instructions to the staff i.e., Annuity payment for renewal of patent, etc using the software.

Patent Application Docketing

Store, process and retrieve complete patent information, deadlines, and documents right from the day of filing the patent application filing to publication, grant, and renewal annuity payment of the patent in the centralized patent repository making the workflow of law firms highly simplified, productive and smooth.

Patent Application Docketing
Patent Opposition Docketing
Patent Opposition Docketing

Store, process and retrieve complete opposition information, deadlines, and documents right from the day of filing the patent opposition to counter-statement, evidence filing, and hearing of the patent opposition in the centralized patent opposition repository making the workflow of law firms highly simplified, productive and smooth.

Complete Patent Workflow Process

The software provides an automated process flow during the complete life cycle of a patent application using the specially designed Law Engine.

Complete Patent Workflow Process
Centralized Storage
Centralized Storage

A centralized docketing repository allowing you to store and retrieve all the documents, deadlines, and details from anywhere at any time.

Bulk Data Migration and Creation

A user can import bulk patent applications details into the software using the excel import facility. Users can clone the same patent applications filed across different countries.

Bulk Data Migration and Creation
Add New Case
Add New Case

User can create a patent application docket using "Add New Case". Users can fill in information like patent details, applicant details, inventor details, priority claimed, pct details, IPC/CPC classifications, parent application details, etc.

Form Management

The software allows you to docket all forms that are filed at the IP office. The software allows you to export individual form pdf or all forms in the zip file. It also allows you to store deadlines of form pending for submission and you can generate reports of the pending list of form filing deadlines.

Form Management
Document Management
Document Management

The software allows you to docket various types of documents like Claims, Drawings, Abstracts, Assignment Deeds, POA, GPA, etc. The software allows you to export individual document pdf file or all files in one zip file.

Formality Check Management

The software allows you to docket formality check failure report document and generates the reply filing deadlines in the software. The software allows you to export individual formality check pdf or all formality check pdf in one zip file. Your team members can also generate reports of the pending list of formality check failure reports to be replied to as well as the list of formality check failure reports which are replied to.

Formality Check Management
Office Action/Examination Report Management
Office Action/Examination Report Management

The software allows you to docket all examination reports received with a deadline date by which you need to submit your reply to the IP Office. The software allows you to export individual examination report pdf or all examination reports in one zip file. Your team members can also generate reports of the pending list of examination reports to be replied to as well as the list of replied examination reports.

Hearing Management

It is a tough task to keep track and manage the upcoming hearings to be attended. Using Iolite what you need to do is just generate a report of upcoming hearing deadlines, say for the next 30 days, and analyze the list of upcoming hearings and plan your schedule accordingly.

Hearing Management
Written Submission Management
Written Submission Management

Paralegals at law firms have to file written submission post hearings are attended to the IP office. Using Iolite paralegal can keep track and manage upcoming deadlines of filing written. They can generate reports of upcoming deadlines for filing written submission for given hearings and export reports to excel.

Order/Decision Management

The software allows you to docket all order/decision received from the IP Office. The software allows you to export individual order/decision pdf or all orders/decisions in one zip file.

Order/Decision Management
Publication Management
Publication Management

The publication is a very important milestone reached in the patent life cycle. The software allows users to docket the publication copy along with the Publication No and date of publication. Users can download reports of publication received for the patent portfolio for a given client. The users can also download the individual publication copy or all publication copies in the zip file. The software also generates an opposition period deadline as per patent rules on receipt of publication.

Patent Grant Management

Grant of the patent is the final milestone in the process of patent application filing where the period of validity of the patent is obtained which is for 7 to 20(+) years from the date of application or grant depending on the jurisdiction. The software allows the user to docket the patent grant certificate file with patent no and grant date. Users can download reports of granted patent applications for a given client or date range. The users can also download the individual grant certificate or all grant certificates in one zip file.

Patent Grant Managements
Annuity Payment / Renewal Management
Annuity Payment / Renewal Management

Annuity Payment of Patent is a very important activity post patents are granted as the annuity have to be paid every year or for a specific period in major jurisdictions. Hence it is quite important to inform the clients of the upcoming annuity of the patent well in advance before the deadline. Here the software helps in fetching the details of all the upcoming annuity/renewals for a given period. On receipt of the renewal/annuity paid certificate or intimation letter, the users can docket the same in the software marking the annuity/ renewal of patent completed which would update the renewal due date for 1(+) years. The users can also download the individual renewal/annuity certificate or intimation letter or all documents in the zip file.

Email Communication Management

Informing a client of an update in the status of the patent at each stage is a very crucial activity and drafting these communication emails is a very tedious and time-consuming activity. Iolite Patent Management Software comes with a communication manager that allows you to draft template-based letters for client communication. You can select any given draft template and send information updates about the patent and attach the document with just a few clicks. The communication manager picks automatically relevant information from the patent docket in the draft template and prepares the final letter. A log of all email sent from the software can be generated at any given time. The user can configure their Email SMTP configuration using which the email can be relayed using their email id.

Email Communication Management
Notes Management
Notes Management

Store important client instructions for all patent application in the centralized repository for quicker access.

Deadline Management

User can store all important deadlines pertaining to the patent application in the docket. On completion of a deadline, users can dismiss the deadline with the reason of closure. Facility to view the details of the deadlines. Users can communicate the deadlines with one click using the pre-formatted template email to the client. It also provides a facility to allocate the concerned user responsible for the deadline management.

Deadline Management
Case Summary Reports
Case Summary Reports

It provides an exhaustive summary report to the users to export all patent applications details. The user can filter the report using a wide variety of filter parameters to get the required details. Users can also select the required columns that are to be exported to excel. To view any particular patent details users can also move to the case. Users can send email communication to clients using preformatted templates.

Deadline Report

Using deadline reports the users can generate a list of upcoming deadlines approaching shortly. The users can filter out the deadlines list on a wide variety of parameters and export the required deadline list in excel. The user can also dismiss the given deadlines and specify the reason for the same. To view more details of any patent application the user can click on the “Arrow Icon”. To further investigate any deadline in detail, users can select the patent application and press move to the case.

Deadline Report
Document Report
Document Report

Using the Document report the user can download the list of documents docket in the software for any given range of dates using a wide variety of filters. Moreover, if the user wants to export the documents in bulk, the software provides a zip file of all documents selected. E.g., if a user wants to export all grant certificates for a particular client for this month, he/she can filter out the documents and press the Download Selected Docs button. Moreover, a user can also press the download button against any document to download. To further investigate any document in detail, users can select the patent application and press move to the case.

Synchronization with IP Office

Synchronize your patent application with the IPO data using our AI engine which can track the latest update in the status, documents and deadlines which are available at IPO. The AI engine not only can compare the current details of the patent application with IPO website data but is also able to populate the deadlines as per the changes which are available on the IPO website making the complete docketing task autonomous, quick and typo-error free.

Synchronization with IP Office
Masters
Masters

It allows users to configure recurring variables once in the masters so that they can be used across the software to reduce the efforts of typing the values again and again. It also makes the software scalable by avoiding hardcoded variables to dynamic variables. Further, it maintains the variable contents uniform throughout the software making filtering of data accurate.

Accounts

Generate Invoices, Receipts, and Credit Notes using preformatted templates and email them to clients directly. Generate analytical summary reports and Statements of Account for any client.

Accounts
Time Sheet
Time Sheet

Record task details i.e. Start & End time, Description of task performed, etc. carried out by staff for various patent application & opposition filing.

Expense Management

Store the expense invoices received from the third-party Agent and Attorney for filing the patent applications & oppositions and record the payment made against these invoices. Generate analytical reports of expense incurred and payment against them.

Expense Management

Patent Management Software UK

Choose your edition. Try it free for 30 days.

Iolite Patent Management Software plans start as low as (1) Standard: $3 per docket per year and $120 per staff login per year. (2) Professional: $4.5 per docket per year and $120 per staff login per year for. (3) Enterprise: $6 per docket per year, $120 per staff login per year and $120 per client, and Contact Sales for Volume License.

Every plan includes

SEE HOW IOLITE WORKS?

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