How and Why to choose a Patent Docketing Software?

How and Why to choose a Patent Docketing Software?

Please raise your hand if you’ve ever felt victimized by Excel for managing Patent Docketing. When you track your docketing with Excel, you’re hit with loads of information on the excel window. It kills your enthusiasm to manage your docketing. It is daunting enough creating reports everyday with your cumbersome excel docketing file – All right, you are now thinking to switch to patent docketing software.

Great!

Wondering how to choose a right patent docketing system for you?

Well, there’s good news: Experts at IP Docketers have created a ready to use checklist for choosing the right docketing system.

With the right steps, suggestions and checklist at your disposal, you could easily choose a right docketing software for yourself or your firm.

5 steps on how to choose right docketing software for your needs.

  1. Create a checklist of features required in your docketing system. We have included ready checklist for your reference. You can choose features required from the checklist. We know this checklist would play a lifesaver role!
  2. Review websites of the Patent Docketing Software providers for the features availability.
  3. Schedule the meeting with the patent docketing software providers mapping with the checklist. If one or two features are being missed on website, you can still schedule meeting and you can ask for those features in the meeting. There is a possibility that these features are not shown on the website however these are still available in the software. Before scheduling meeting you can also take help of your contacts or IP Docketing Experts - The IPDocketers.com. IP Docketers provide free of cost consultancy for choosing a docketing software.
  4. Ask for the cost in the meeting. It will help in finalizing the software for your specific needs and budget.
  5. Sit down with all the information (with team) and finalize the software.

 

IP Docketers prepared 15 Point Checklist of the Latest available features with Patent Docketing Softwares. You can use the below checklist to start your search process. We wish you all the best! If you need help at any point of time. Just contact us - The IP Docketers. We will be more than happy to help. Enjoy!

  1. Country Specific Law - Should comply to the patent laws of your focus country.
  2. PTO File History - Should be able to reflect PTO file history.
  3. PTO Data Integration - Should be able to integrate future actions of the PTO with docketing process.
  4. Adaptability - Should be adaptable to your style of Docketing
  5. Reports & Analytics - Should be able to generate customized reports.
  6. Client Access - Should be able to provide access to client so that the client can review status of its cases
  7. Client Reports: Should be able to send automatic reports to the clients.
  8. Client Alerts: Should be able to send automatic alerts to clients for important deadlines.
  9. Document Management - Should have the capability to manage documents.
  10. Auto-Docket Capabilities - Should be able to docket standard cases automatically and should be able to generate standard tasks automatically.
  11. Configuration and Customization - Should be able to customized or provide custom modules creation facility so that you can create the modules as per your needs.
  12. Invoicing Facility - Should be able to facilitate invoicing for completed tasks for clients.
  13. Paralegal Access - Should be able to provide access to paralegals.
  14. Attorney Notification - Should be able to notify attorneys for the upcoming and/or important deadlines.
  15. Complete IP - Should be able to manage complete IP including, patents, trademarks, copyrights, domain name and design etc.

Note: We are not affiliated with any Patent Docketing Software company. If required, we recommend docketing softwares as per the need of our clients.

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