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Contacts Module

AppColl’s Contacts module provides single-page access to all your contacts, with both summary and detailed views. The summary view provides a complete list of all your contacts with dozens of filters to refine your view to just the ones you wish to see. Choose from dozens of displayable data fields for each contact.

The detailed view provides single-screen access to all the information for a contact. Each contact is given a role type such as attorney, law firm, company, inventor, foreign associate or engineer. View distinct data fields for each role type. Customize system permissions for individual contacts. Track the number of patent applications for all of your inventors. Assign default billing rates to legal personnel. Add wire instructions that will populate your invoices. Track USPTO registration numbers, customer account numbers and deposit account numbers. The information in the contacts module will populate many USPTO forms and any custom letters or emails you have created.

You can easily import your current contact database into AppColl using a spreadsheet CSV file. AppColl also automatically creates contacts for each patent matter’s inventors when they are imported.

Contacts List

View and search all of your contacts (click to view larger)

Contact Details

Edit your contacts with role-based information (click to view larger)

Contacts Module Features:

Contact Summary View

View your entire contact database from a single screen. See contacts by role, billing rates, employee ID, manager, department, USPTO information, inventor awards, searchable keywords, # applications filed, # issued patents, citizenship and more. Customize the visible information with 60+ data fields per contact. Filter the summary view with the same data fields to create reports, such as “Inventors with 20+ Issued Patents,” “Foreign Associates in Taiwan” or “Paralegals with Billing Rates > $100/hour.”

Contact Details View

View and edit the complete details of a contact from a single screen. Each contact type, such as Patent Attorney or Client, has a distinct set of fields associated with it. You only see the fields appropriate for each role.

Flexible Permissions

Each contact has 29 permission parameters. For each contact with a login, you can assign Read, Modify, Add, and Delete permissions for each of AppColl’s seven modules. You can also restrict a contact’s visibility to only matters associated with him or her, or allow them to see all matters.