DISCOVER AN ENTERPRISE WIDE SOLUTION FOR EFFICIENT CASE AND DOCUMENT MANAGEMENT
DON’T CHANGE AN OPERATION THAT WORKS CHANGE YOUR CASE MANAGEMENT SYSTEM INSTEAD
Meet Patricia; a fully customizable IP management software that can handle all case matters within an IP organization, including prosecution. Created for IP professionals - by IP professionals.
How about a case management system that is configurable to how your operation works, instead of forcing you to change your ways – or spend huge sums of money on software development. Patricia is designed to handle your unique work process for all IP cases, with a setup customizable in nearly all areas to perfectly suit the individual organization. Right now and for the future.
o Effective solutions for securely sharing information and
assigning tasks to staff
o Fast, efficient, and accurate invoicing
o Document creation, storing, tracking and viewing
o Direct data exchanges to and from Patricia and other systems
o Cost estimation; reporting and predicting cost for new or
existing cases and case families
o Extensive automatic country & law file, including updates
o E-filing, E-billing - and much more
”WE KNEW FROM THE BEGINNING THAT WE NEEDED SPECIALIZED IP SOFTWARE AND THAT THE INVESTMENT IN PATRICIA AND PATRIX SERVICES WOULD SOON PAY OUT.”
TAKE CONTROLPatricia provides easy access to case data and automatic tracking of due dates, laws/regulations, standard forms, time and cost registration, invoicing and document management including mail merge activities and batch processing. Workflows are created to delegate tasks to a person within the organization. Once the task is completed, the next step in the workflow is automatically handed off to the appropriate person to handle. The optimal time for each task can be suggested and monitored in an automatic process.
THE BEST OF BOTH WORLDSWithin Patricia we have combined the best of two worlds, the traditional client server environment and the web environment. Patricia will connect both to the same database, making it possible for you to choose: Client/Server, Web or a combination of both. For example, choose Client/Server for heavy internal administration, or Web for traveling attorneys or external users such as clients, marketing departments, inventors etc. The possibility to combine Client/Server and Web is unique for Patricia, not found anywhere else in the industry.
SMOOTH IMPLEMENTATION AND OUTSTANDING SUPPORTChoosing Patricia means you get to have things your way without involving any extra IT resources. With your designated project manager from Patrix IP Helpware and Patricia’s excellent customizability you’ll be up and running before you know it.
- BASIC CASE INFORMATION
The Basic Information tab provides a quick overview of the entire case. All vital changes made by users are logged and can be veriﬁed through reports.
- BATCH PROCESSING
It is often more efficient to process information using a batch function. Patricia can generate letters, invoices and reporting lists, based on set criteria, to a large number of different mailing addresses. It can also update a Workﬂow in one single auto-mated process. You can also batch update certain cases only, with certain data, i.e., incoming renewal instructions, instructions to lapse/close cases, incoming oﬃcial actions, etc. And, you can keep track of changes such as assignment and change of name in a large number of cases.
- CASE MANAGEMENT
Cited Material Handling
This feature makes it easier to administer and report references to oﬃcial oﬃces around the world. You can populate the required IDS Form for the USPTO, and it contains a feature to keep track of what has already been cited to the PTO.
Classification/ Classification Help
Contains the International Trademark Classification and a search facility within these phrases, allowing you to create dynamic classification based on WIPO definitions in various languages.
Documents can be created in Microsoft Word, Patricia Editor or PDF. Any type of documents, letters, invoices or forms can be generated in an automatic or semi-automatic process by attaching them to a term in a Work Flow or Diary Field. Repetitive outgoing correspondence can be created as template documents and sent either to the printer, by e-mail, or by fax. All letters and documents are automatically stored within the record.
Stores what happens during the process of handling the case. Diary date ﬁelds can be linked to terms or other Diary ﬁelds, which will provide the user with suggested due dates. Diary ﬁelds can be linked to letters and forms as well as reminders, providing a ﬂexible docketing, diarizing and document generation solution.
Patricia has an electronic ﬁling functionality that ﬁles electronic applications with the EPO and PCT in XML-format using the case information from the speciﬁc case in Patricia. These data transfers will be recorded in the case document log for future reference.
Family Country Coverage & Overview
Cases grouped in a family can be presented on a world map, highlighting the countries where the applications are ﬁled. A Family Tree can be automatically created, showing status and ﬁling strategy. Family Overview lists the different members of an IP family including the status of each record. It also gives a graphic overview of the entire family.
Automatically store outgoing letters and forms in digital format in each case. Incoming correspondence, emails, scanned documents and all standard formats of images can be attached to the record. There is no limit to the number of images and documents that can be associated with each case.
Depending on the type of task or working method, there are four different ways of entering time and/or fees in Patricia. This makes Patricia the most ﬂexible case management tool on the market.
Workﬂows connected with Diary provide a collaborative, advanced docketing and oﬃce management tool designed to keep track of all steps in managing a case or matter, for example, an internal term that needs to be dealt with in order to meet an external term or deadline. Workﬂows are created to delegate tasks to a person within the organization. Once the task is completed, the next step in the Workﬂow is automatically handed oﬀ to the appropriate person to handle that task. The optimal time for each task can be suggested and monitored in an automatic process.
- COUNTRY & LAW FILE DESIGNATED COUNTRIES
Patricia has an extensive Country & Law file that is updated four times per year. Patricia will automatically calculate most of the IP law dependent due dates such as Annuities/Renewals, Duration, Examination, Opposition Periods, saving you valuable time and effort. The system also provides easy-to-read information regarding when filings, assignments and renewal applications are due and supplies the user with the required forms such as assignment documents, powers of attorney, etc.
- COST ESTIMATION
Patricia offers the ability to calculate future costs for both new and existing cases and case families. Clear and comprehensive reports can be provided as well. For existing applications/registrations, cost estimation can be set up with deadlines for when fees need to be paid.
- FINANCIAL MANAGEMENT
Register disbursements, time, translation charges and fees. You can create invoices, using preset matrices with different price lists, for precise and quick invoicing to clients. This module has a powerful and sophisticated mechanism to handle discounting and invoicing in different currencies on a customized client-by-client basis.
Patricia is a very powerful, flexible and intuitive Case Management System. The cornerstone of its flexibility lies in the Maintenance tool that is built into the system. What could be better? A system that learns how your operation works, not the ﬁrm down the street. Maintenance provides the ability to customize the standard Patricia setup in almost all areas to suit the individual organization.
Patricia has a wide selection of Standard Reports with predefined layout, such as Term List, Client List, Portfolio Lists, Reciprocity Statistics, Filing Statistics, Case Summary, Work in Progress, Financial Overview, Project Card, and Renewal Budget List. In addition to the Standard Reports, the powerful and easy-to-use Report Creator allows you to create and design your own reports without using any third party software.
- TERM LIST INTO OUTLOOK
Patricia offers a number of different layouts for your daily to-do list. The Term List can also incorporate case related tasks into your Outlook calendar, with an easy-to-use export. Patricia also offers an internal planner directly from the Term List.