The Deadlines Calendar displays the list of all upcoming deadlines to the user for various Intellectual Property Application Dockets. The software offers color coding for various categories of deadlines i.e., Renewal, Hearing, etc. keeping your deadlines organized. The Iolite Intellectual Property Management Software allows you to synchronize your deadlines with your personal Google & Outlook calendars making deadlines accessible on your phone & tablets.
The Dashboard provides a graphical user interface that provides at-a-glance views of key performance indicators (KPI) relevant to the Intellectual Property business processes. In other words, it provides a progress report of the various Intellectual Property filed across the world.
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.
The Clients can log in and view their complete Intellectual Property portfolios and download summary reports in excel & documents i.e., certificates, etc. The Clients can also place instructions to the staff i.e., Renewal of industrial design, etc using the software.
Store, process and retrieve complete Intellectual Property application information, deadlines, and documents right from the day of filing the Intellectual Propertyapplication to publication, registration, and renewal of the Intellectual Property applications in the centralized Intellectual Propertyrepository making the workflow of law firms highly simplified, productive and smooth.
The software provides an automated process flow during the complete life cycle of an Intellectual Property application using the specially designed Law Engine.
A centralized docketing repository allowing you to store and retrieve all the documents, deadlines, and details from anywhere at any time.
A user can import bulk Intellectual Property applications details into the software using the excel import facility. Users can clone Intellectual Property applications across different countries.
User can create an Intellectual Propertyapplication docket using “Add New Case”. Users can fill in information like Intellectual Property application details, applicant details, priority claimed, etc.
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.
The software allows you to docket various types of documents like Evidence of use, POA, GPA, etc. The software allows you to export individual document pdf file or all files in one zip file.
The software allows you to docket formality examination failure report document and generates the reply filing deadlines in the software. The software allows you to export individual formality examination pdf or all formality examination pdf in one zip file. Your team members can also generate reports of the pending list of formality examination failure reports being replied to as well as the list of formality examination failure reports which are replied.
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.
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.
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.
The publication is a very important milestone reached in the intellectual property applications life cycle. The software allows users to docket the publication copy along with the Journal no and date of publication. Users can download reports of publication received for the Intellectual Property application 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 Intellectual Property rules on receipt of publication.
Registration of the Intellectual Property application is the final milestone in the process of Intellectual Propertyapplication filing where the period of validity of the Intellectual Property is obtained which is for X no of years from the date of application or registration. The software allows the user to docket the Intellectual Property application’s registration certificate file with certificate/registration no and registration date. Users can download reports of registered Intellectual Propertyapplications for a given client or date range. The users can also download the individual registration certificate or all registration certificates in one zip file.
Renewals of Intellectual Property application is equally important as the registration of intellectual property applications. Hence it is quite important to inform the clients of the upcoming renewals of the Intellectual Property applications well in advance before the deadline. Here the software helps in fetching the details of all the upcoming renewals within a stipulated time. On receipt of the renewal certificate or intimation letter, the users can docket the same in the software marking the renewal of Intellectual Propertycompleted which would update the renewal due date for X no of years. The users can also download the individual renewal certificate or all renewal certificates in the zip file.
Informing a client of an update in the status of Intellectual Property applications at each stage is a very crucial activity and drafting these communication emails is a very tedious and time-consuming activity. Iolite Intellectual PropertyManagement 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 Intellectual Property applications and attach the document with just a few clicks. The communication manager picks automatically relevant information from the Intellectual Property 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.
Store important client instructions for all Intellectual Property application in the centralized repository for quicker access.
User can store all important deadlines pertaining to the Intellectual Property 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.
It provides an exhaustive summary report to the users to export all Intellectual Property application 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 Intellectual Property application details users can also move to the case. Users can send email communication to clients using preformatted templates.
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 Intellectual Property application the user can click on the “Arrow Icon”. To further investigate any deadline in detail, users can select the Intellectual Propertyapplication and press move to the case.
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 registration 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 Intellectual Propertyapplication and press move to the case.
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.
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.
Record task details i.e., Start & End time, Description of task performed, etc. carried out by staff for various Intellectual Property application filing.
Every plan includes