• Optimise and standardise your processes across teams and offices, reducing errors and ensuring a consistent experience for your clients.
• Customise and configure complex automated workflows that handle your entire IP management lifecycle in line with your firm's needs.
• The system is available in English, French, German and Japanese.
• Comprehensive tooling for managing your cases and documents at scale, enabling cohesive working across teams and offices.
• Look after all your incoming communications in one place. The Incoming Correspondence section and EPO mailbox importer allow you to bulk process instructions and office actions, triggering your pre-configured workflows.
• Simplified cross-platform working with the Microsoft Office plugin and API integration options, meaning efficiency gains for your firm.
• Customise your workflows to generate 'ready to send' client communications using email templates and data merge codes.
• Securely share the information your clients need via their Client Portal, helping inform their commercial strategy.
• Bulk-approve charges to allow for automatic billing streamlining your invoice sign-off process.
• Use the scheduled invoicing system to auto-bill approved charges at your chosen interval.
• Handle your billing process by legal entity, meaning you can set up different processes for each of your offices and access them all in one place.
• Easily work, add charges and bill in multiple currencies based on yours and your client's preferences.
• Analyse, track, and share progress using custom reports that meet your firm's and clients' requirements, including audit, management and work in progress reports.
• Generate customisable dashboards for quick access to the information you need.
• Handle your upcoming renewals at scale using the Renewals System, which walks your users through the process, step-by-step, so no actions are missed.
• Seamless API integrations with a growing number of renewals providers including PAVIS.
You'll have a dedicated Enterprise team who'll guide you through discovery and implementation, and support you once your firm's live. They'll know your project inside out and will be on hand to help you when you need— they'll feel like an extension of your team.
Moving to a new IP management system is the perfect opportunity to improve and standardise your processes. Our Enterprise team will collaborate with you, pinpointing key opportunities for efficiency gains and human error reduction.
Your system administrators and project team members will receive detailed training on using and centrally managing your firm's system. No matter how complex your firm's structure is, you'll feel confident and in control.
