Specialized Features for Intellectual Property

• Phase-based Patent Budgets
  Gather spending estimates by phases in the lifecycle of a patent prosecution (e.g. Preparation, Waiting Period for Office Actions, Prosecution, etc.), and then receive invoice audit alerts if spending exceeds the budget amount.
• Deadlines, Renewals, and Filing Calendar
  Rather than re-keying filing dates and deadlines provided by your firm, Tracker allow your outside counsel to maintain a calendar for you in the system. You can then view a master calendar covering all filings, receive email reminders, and sync dates with Microsoft Outlook or Lotus Notes.
• Fixed-fee Billing Arrangements
  Input the fixed-fee amount that you have negotiate for a project and then let Tracker notify you if spending exceeds that amount. A one-click invoice audit allows you to reduce your approved amount to the agreed upon fixed-fee.
• Filing Outcomes, Duration, and Cost
  Tracker provides specialized fields for tracking filing status and outcome. It also benchmarks duration, cost, and complexity of each filing which feed IP trending and analysis reports (e.g. average duration and cost of patent prosecution by region).

• Matter Cloning
  Save time by creating a copy of an existing matter with a single click. This is often useful when tracking a single trademark filing that requires separate matters for each country.
• Matter Grouping
  Matter grouping allows you to assign multiple matters to a group for purposes of tracking shared matter information, budgeting, and reporting. This feature saves you time on data input and avoids cluttering the screen in views and reports by allows you to view multiple matters as a "group" (then drill-down to specific filings within a group.)
• Bulk Update of Matter Information
  Quickly change matter information across multiple matters from one screen. This is particularly helpful when managing changes to accounting codes, persons responsible, etc. on hundreds of IP matters.
• Advanced Matter Data Search
  Use the "Simple" or "Advanced" search to find information stored in any matter, save it as a custom search, and then export it if necessary. Filters allow you to view results within a date range, matter status, organizational unit, etc.
• Bulk Billing
  Tracker allows you to choose if you would like to create separate matters for each small matter or direct your firms to post their invoices for multiple small matters to a single "Bulk Billing Matter." To simplify the process, the system allows your law firms to associate multiple matter numbers to a single matter in Tracker and then use the SpeedPost™ module to quickly submit their bills.

■ top