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Matters Module

AppColl’s Matters module provides single page access to all your Intellectual Property matters including: patents, trademarks, copyrights, licensing agreements, contracts, domain names and litigation. The module provides both summary and detailed views. The summary view provides a complete list of all your matters, with powerful yet easy-to-use filters to refine the list to just the matters you wish to see. Choose from dozens of displayable data fields for each matter. Create custom reports, and then automatically email them to contacts, such as clients, partners or foreign associates.

The detailed view provides complete bibliographic information of a matter on a single screen. See dates, application numbers, application types, application statuses, priority chains, patent claims, trademark goods and services, client and law firm contacts, associated products and technologies, fee caps, and dozens more data fields. Assign clients, foreign associates, assignees, attorneys, partners, paralegals and contributors to a matter. You can also view the published abstract, claims and key figure for any published or issued US patent, downloaded automatically from official sources.

See the complete prosecution history of patent and trademark matters through data retrievals from the USPTO’s Private PAIR and TSDR reporting systems. Keep US Patent matters up-to-date via PAIR’s e-Office Action emails. View AppColl-generated docketing tasks complete with task types, due dates, deadline types, and task owners.

Save time and improve accuracy by having AppColl populate USPTO forms, including the Application Data Sheet. Create custom form letters and emails populated with information from your AppColl database.

Summary View

View all of your matters in a list (click to view larger)

Matter Details

See matter details, including abstract/claims (click to view larger)

Matter Family Diagram

Display information for a matter family (click to view larger)

Matters Module Features:

Matter Summary View

View your entire Intellectual Property portfolio from a single screen. See matters by type, title, assigned attorney, status, filing date, issue date and docketing number. Customize the visible information with 70+ columns per matter. View only the matters that meet certain criteria by filtering the summary view using the columns, even if they aren’t visible. Add patent figures or trademark images to the view.

Matter Details View

View the complete details of a matter from a single screen. The detail view provides bibliographic information, prosecution history, and docketing tasks. Perform many common functions from this page, such as closing tasks and generating forms. View a list of all related matters and easily navigate to them. For any published or issued US patent, view the published abstract, claims and key figure downloaded automatically from official sources.

Custom Data Fields

Add up to 20 custom date and data fields to matters to show additional information you wish to track. Filter your summary view based on the custom fields and include them in reports and letters you send to clients.

Matter Reporting

Create custom matter reports based on numerous criteria. Reports can have multiple filters using Boolean logic. Generate reports such as, 'Trademarks Issued in 2011', 'Pending Foreign Patent Applications for Client X', or 'Matters Assigned to Attorney Y'.

Import Data

Patent Matters can be imported into AppColl from XML files downloaded from the USPTO’s Private PAIR or from a spreadsheet. Update existing matters when their status changes. Import your entire patent portfolio in minutes, inventors automatically added as database contacts. Import and update trademark matters automatically from TSDR. Just enter the serial number and AppColl will extract information from TSDR once every 7 days. Keep patent matters current via e-Office Actions emails from Private PAIR.

Form and Letter Generation

Fill out USPTO forms with a couple of clicks, including the Application Data Sheet. Create your own custom letters and emails, easily populated from the information in AppColl. Generate USPTO forms for multiple matters simultaneously. Organize forms by client or attorney. Dramatically speed up the time it takes to generate customer communication.