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The Iolite Project Management Software is a powerful tool to manage the Project carried out by your team in various areas very efficiently.
The Project Management Software provides users to store project of various categories i.e. Trademark Drafting, Copyrights Drafting, Designs Drafting, Litigation, Corporate Law, Investigation of a Trademark, Domain Name, Foreign Filing License, National Biodiversity Authority, Patent Drafting, Patent Searching, Trademark Search, Criminal Complaint, Custom Recordal, Online Investigation, Case Law Research, Social Media Cases, Articles, Trade Mark Journal, Arbitration, IP Policy, IP Valuation, Legal Opinion, Legal Notice, Other Agreements, Privacy Policy, End User License Agreement, Engagement Agreements, Non-disclosure Agreements, Franchising Agreements, Licensing Agreement, Assignment Deed. The complete processing, storage and retrieval of project document is carried out from the Project module making the work of the User highly simplified and productive. The user can create project in the required category with the complete details of the project and milestones can be setup for the project. The user can also allocate team for the project and decide the hierarchy level and allocate task to each team member.

KEY MODULES

DASH BOARD :
Informative Dash board with due work alerts / notifications for pending submission & deadlines, hearing scheduler calendar, personal diary.
CLIENT MANAGEMENT :
Provides quick and accurate client information and correspondence while filing documents to the concerned department
INWARD/ OUTWARD MANAGEMENT :
Powerful tool for creating and managing the inward and outward of documents on case and client basis.
CENTRALIZE PROJECT DOCKETING :
A centralized Project docketing repository displaying all documents with specific names & dates under various categories.
PROJECT MANAGEMENT :
Complete processing, storage and retrieval of project details and document along with project milestone history making the work flow of law firms highly simplified, productive and smooth.
PENDING WORK ALERT :
Creates alerts of ongoing cases and provide a unique color coding pattern for quick understanding of different types of alerts
AUTO REMINDER :
Generates preformatted letters as auto reminders which are send to concerned staff / clients as reminders for pending deadlines & submission.
INQUIRY MANAGEMENT :
Manages all the clients and prospective clients’ inquiry in just few clicks.
REPORTS :
Allows you to generate comprehensive and customized reports of each and every section
CLIENT SECTION :
Clients can login, view their complete IP portfolios and download documents
SINGLE SCREEN CASE DOCKET :
View comprehensive case information on a single page.
BILLING SLIPS :
Manage your billing slips for hourly / fix charges applicable against the task carried out for your client and at the same time also store the expense slips of expenses incurred. Facility to convert the billing slip generate by staff into invoices just with few clicks making the task very simple and easy.
BILLING AND RECEIPTS :
Generate Pro Forma Invoice, Invoice, Debit Notes and Credit Notes using preformatted templates & record receipts against them.
OUTLOOK PLUGIN :
The outlook plugin extension allows users to docket emails and attachments from the outlook directly into the case dockets.
MOBILE APP :
Iolite IPMS Mobile App provides the facility to IP Attorneys to carry out all day to day activities of the Intellectual Asset Management featuring Dashboard, Diary, Hearing Calendar, Client Details and Documents, Work Alerts, Case Details and Documents to be accessed and managed with ease and accuracy, via their smart phones and tablets, saving a lot of time.