Corporate

Software for Companies for easier work-flow management

Iolite Project Management Software is a powerful tool to manage the Project handled out by your staff in various sectors very efficiently.

The Project Management Software provides users to store project of various categories i.e. Trademark Drafting, Copyrights Drafting, Designs Drafting, Litigation, Corporate Law, Investigation of a Trademark, Domain Name, Foreign Filing License, National Biodiversity Authority, Patent Drafting, Patent Searching, Trademark Search, Criminal Complaint, Custom Recordal, Online Investigation, Case Law Research, Social Media Cases, Articles, Trade Mark Journal, Arbitration, IP Policy, IP Valuation, Legal Opinion, Legal Notice, Other Agreements, Privacy Policy, End User License Agreement, Engagement Agreements, Non-disclosure Agreements, Franchising Agreements, Licensing Agreement, Assignment Deed.

The complete processing, storage, and retrieval of project documents are carried out from the Project module making the work of the User highly simplified and productive. The user can create a project in the required category with the complete details of the project and milestones can be set up for the project. The user can also allocate a team for the project and decide the hierarchy level and allocate tasks to each team member. The users can also docket documents of the project in the centralized document repository.

online patent management

KEY MODULES

TASK DASHBOARD

An Informative Task Dashboard displaying the list of pending prosecution and personal deadlines, and a specially designed calendar view displaying important deadlines like Filing of Documents and Follow-ups with a facility to export these deadlines to excel sheets for a given period. A personal diary to maintain appointments and meeting schedules.

PROJECT DASHBOARD

A highly comprehensive Dashboard for displaying the Project life cycle stage based Reports to users integrated with Charts highlighting the stage by stage detailed view of the Project portfolio with Bar and Geo Charts.

CLIENT MANAGEMENT

Centralized storage of all client-related information, contact details, and facility to docket agreements and other important information. As the data is centralized stored the data retrieval for Project Management is just a few clicks away i.e. fetching the client details, current documents, milestones, etc.

CENTRALIZE PROJECT DOCKETING

Store, process and retrieve complete Project information, deadlines, and documents in the centralized project repository making the work-flow of law firms highly simplified, productive, and smooth.

TASK ALLOCATION & MANAGEMENT

Create tasks for different jobs that are to be carried out during the filing of a project. Manage all given tasks, reallocate tasks if needed, and mark the task as completed on the completion of the task using Iolite PRMS.

REPORTS

It allows you to generate comprehensive and customized reports and export data to excel.

CLIENT SECTION

Clients can log in, view their complete project portfolios and download documents

AUTO REMINDER

Facility to set up auto-reminders for pending deadlines & submission for client and staff. Setup preformatted templates for reminders and also define the frequency of the repetition.

SINGLE SCREEN PROJECT DOCKET

View comprehensive project information, deadline, and documents on a single screen.

BILLING SLIPS

Manage your billing slips for hourly / fix charges applicable against the task carried out for your client and at the same time also store the expense slips of expenses incurred. Facility to convert the billing slip generated by staff into invoices just with few clicks making the task very simple and easy.

INVOICE AND RECEIPTS

Generate Pro Forma Invoice, Invoice, Debit Notes, and Credit Notes using preformatted templates & record receipts against them.

TEAM STRUCTURE

Setup the complete team details working on the project with their roles to keep a clarity of who are managing which different sets of projects.

OUTLOOK PLUGIN

The outlook plugin extension allows users to docket emails and attachments from the outlook directly into the project dockets.

FOLLOW UP

Using follow up you can set up custom follow-ups that you have to carry out with your client or team. The software sends you an alert on the day of follow up reminding you about the follow up which has to be carried out.

MOBILE APP

Iolite IPMS Mobile App provides the facility to IP Attorneys to carry out all day to day activities of the Intellectual Asset Management featuring Dashboard, Diary, Hearing Calendar, Client Details, and Documents, Work Alerts, Case Details, and Documents to be accessed and managed with ease and accuracy, via their smartphones and tablets, saving a lot of time.

COMMUNICATION MANAGER

Send a preformatted template-based email for reporting any new updates to your clients for their project along with documents with just a few clicks.

MILESTONE MANAGEMENT

Create Customized Milestone templates based on different types of projects. Apply any milestone template on the projects and set due dates for each milestone and update their status to completed once the milestone is reached.

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