What is the Best Trademark Docketing System?
Alt Legal Team | July 03, 2022
Evaluating and comparing trademark docketing software can be a challenging process. This article organizes all of the features that you should look for when evaluating and selecting the best trademark docketing system for your practice. It highlights specialized features for advanced trademark docketing that will help you increase efficiency and obtain a competitive advantage. Additionally, be sure to check out our article Top 5 Trademark Docketing “Must Haves.”
Automation
- Trademark docketing software captures trademark data from 180+ global IP offices to populate and update matters and calculates global use and renewal deadlines.
- Trademark docketing software automatically adds new or updated USPTO filings to your docket based on correspondent email, as well as adds and clears deadlines.
- Trademark docketing software sends consolidated daily emails notifying responsible attorneys and paralegals of upcoming deadlines and other important changes to their dockets.
- Trademark docketing software syncs docketed deadlines and reminders to your Outlook or Google Calendars.
Ease of Use
- Trademark docketing software helps you quickly access the information you need using search fields, filters, or tags.
- Trademark docketing software is well-organized, minimizing having to switch between screens and click multiple times to get the information you need.
- Trademark docketing software should be intuitive, so that you can easily navigate your docket without backtracking.
- Trademark docketing software is modern and has a pleasing interface.
- Trademark docketing software is built using the latest technology, allowing software to be fast and responsive.
- Trademark docketing software should be simple to understand so that new users can quickly get up to speed and begin using the software with minimal or no training.
Reporting
- Trademark docketing software should generate a report in just a few clicks.
- Trademark docketing software helps create custom reports.
- Trademark docketing software allows you to save frequently-run reports that automatically update each time you view the report.
- Trademark docketing software easily exports reports to Excel and PDF.
- Trademark docketing software allows for custom email templates to send reports to colleagues and clients.
Advanced Features
- Trademark docketing software can provide one-click downloads of all USPTO trademark documents.
- Trademark docketing software allows you to upload your own documents, and keep everything organized and in one place.
- Trademark docketing software helps you to inform clients and colleagues about the statuses of their filings with one-click pre-populated emails and letters.
- Trademark docketing software should provide unlimited access to colleagues and clients (including foreign agents).
- Trademark docketing software incorporates a trademark application intake form that allows you to collaborate with clients and automatically import completed applications to the USPTO for filing.
- Trademark docketing software integrates with cost-effective trademark monitoring and watch tools for all US marks in your docket. Trademark protection tools include:
- Trademark Application Match which scans all newly-filed USPTO applications using a proprietary algorithm to identify marks that have identical or significantly overlapping literal elements with the US marks in your docket.
- §2(d) Trademark Watch which monitors new trademark applications where your marks are referenced in office actions citing §2(d) likelihood of confusion, allowing you to take quick action and protect your marks against infringement.
Migration
- Trademark docketing software vendor offers free or low-cost initial and ongoing data migration in and out of the docketing system.
- Trademark docketing software vendor takes no longer than two weeks to complete after receiving your data.
- Trademark docketing software vendor gives you the flexibility to migrate in stages if you choose (all USPTO marks, all international marks, all other matter types, etc.)
- Trademark docketing software vendor ensures migration is executed by a US-based team.
- Trademark docketing software vendor allows for customization so that data is mapped exactly how you want it.
- Trademark docketing software vendor includes free data clean-up in migration process.
Customer Support
- Trademark docketing software vendor provides free and unlimited training.
- Trademark docketing software vendor offers free and unlimited US-based support via phone, email, or live chat.
- Trademark docketing software vendor has channels to accept and implement customer feedback to improve software functionality.
- Trademark docketing software vendor has a knowledgeable and caring staff that reliably answers your questions and takes accountability for their product.
Pricing
- Trademark docketing software vendor offers month-to-month subscriptions.
- Trademark docketing software vendor allows for a 30-day money back guarantee.
- Trademark docketing software vendor has zero sign on costs. No set-up, migration, or training and support fees.
- Trademark docketing software vendor provides unlimited user access (seat licenses) for edit and read-only access, internal users, and external users.
- Trademark docketing software vendor does not charge additional fees for modules or wizards that handle other types of IP matters.
- Trademark docketing software vendor does not charge additional fees for special features such as client access, document storage, or billing, email, or calendar integration.