Comprehensive management of a patent law firm.
A module to manage the application process for domestic, EU, international and foreign trademarks.
A module to register any detected trademark collisions and to manage any further steps (status) in this respect. The monitoring service provider is chosen by the firm.
A module to manage the application process for domestic, EU, international and foreign trademarks.
A module to manage the application process for domestic, EU, international and foreign trademarks.
A module to manage the application process for domestic, EU, international and foreign trademarks.
A module to manage other cases, e.g. regarding infringements, injunctions, extinguishing of a competitor’s rights etc. The case type is defined manually by the administrator.
After logging in, all user information is presented on the user's virtual desktop.
A module to manage your client database and browse the history of cases by client.
A module to organise the history of prospective clients of the firm and the statuses of business talks with them. Changing a lead to a client is simple. Data do not have to be re-entered.
A well-developed mechanism that permits assigning tasks to people and cases. The system has a number of reminders to help you plan your daily work and support your interactions with clients.
With the e-mail mechanism, you have the whole correspondence history in one place. This gives all employees access to the history of a particular case. A copy of a messages sent from the system can be transmitted to the sender's personal mailbox.
The module allows you to keep a log of incoming and outgoing correspondence, assigning, adding attachments, assigning responsible persons and tasks, and supervises the deadlines for answering.
Documents added to the system can be signed electronically thanks to integration with Autenti. We support a qualified and ordinary electronic signature. Thanks to this, all information is in one place and under control.
A feature for sharing specific document templates with all or selected users, versioning included, and for document generation based on pre-defined templates.
Selected clients can be given access to the platform. They can have direct access to selected information in each case, e.g. activities, fees, deadlines.
A module to record the hours that particular people spent working on a case. You may generate collective summary reports for easier service settlement and invoicing.
A module for settlements according to several popular models – by-the-hour, lump sum or mixed. It takes into account the frequency of settlements, e.g. monthly, as well as labour costs and public fees.
The module allows you to generate accounting documents in the form of VAT invoices, provisional invoices, accounting notes and it's corrections. It also allows you to record settlements with customers.
A module to record the fees for all your cases by client and by responsible person.
You may follow the upcoming deadlines for particular cases by client and by responsible person.
The system has a number of management rights connected with user settings and system personalisation. For example, you may add your own templates to the e-mail signature to include elements of the firm's corporate identity in the exchange of communications with clients.
Licence fee = number of users + number of cases.
We provide the full version of the platform. We do not charge you for single modules.
Welcome to our office in Lublin, Poland.
tel: +48 883 222 244
[email protected]
NIP: 738-189-08-84
REGON: 362446190
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