Corporate

Software for Companies for easier work-flow management

Iolite Trademark Management Software is powerful administrative integrative software that helps law firms to manage their trademark portfolios with ease and accuracy. The software helps law firms to docket documents, details, and deadlines with a few clicks. Iolite TMS offers its users a comprehensive software which helps them carry out all trademark filing related tasks right from the day they receive the trademark inquiry to search, application filing and then prosecution life cycle till renewals.
Iolite TMS comes with a Trademark Monitoring which is integrated with Major IPOs like
USA
Canada
Mexico
Switzerland
Germany
Denmark
Uk
Australia
New Zealand
Uruguay
Costa Rica
South Africa
Peru
Argentina
Chile
Columbia
Cyprus
Austria
Estonia
Ireland
France
Hungary
Poland
Portugal
Spain
Slovenia
Slovakia
Sweden
Lithuania
Malta
EUTM
Madrid
India
and Many More.

Using Iolite TMS the law firms can manage Domestic, International, EUTM, ARIPO, OAPI & Madrid trademark applications. The software provides a detailed trademark flow process for several jurisdictions along with deadlines for office actions, declaration of use and renewal, etc.

Iolite TMS has a deep integration with Major IPOs fetching trademark application details, documents, and deadlines automatically from the IPO and keeping the trademark dockets updated with the latest status and details.

The Iolite TMS comes with an Artificial Intelligence-driven IP engine that is capable of understanding the details and documents updated on the IPO website and creating deadlines based on the information available. E.g. On receipt of an Office Action on the USPTO, the IP Engine downloads and dockets the Office Action and also generates the deadlines of replying to the Office Action automatically.

Iolite TMS is also integrated to the IPO for filing the trademark application. Using Iolite TMS, a paralegal can fill in the online trademark application form with the details stored in their docket making the trademark filing a fully automated and error-free process. E.g. Iolite comes with a Chrome extension to fill the online forms with the data from the Iolite TMS. I.e. for the USA jurisdiction using Iolite TMS you can fill up the TEAS standard and TEAS plus forms on the USPTO using the data stored in Iolite TMS with just a few clicks. Using this automation, the paralegal team not only saves time of typing the details out but decreases the chances of any typo errors while filling up the forms.

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Iolite Trademark Search Tool
Best Trademark Management Software
  • Centralized Trademark Docketing software
  • Single Screen Case Dashboard
  • Send Preformatted Template-based emails for reporting updates to client
  • Auto Reminders to client and staff for upcoming deadlines
  • Allocate Task for managing deadlines to Staff
  • Task Dashboard to manage allocated task, examination, renewal, hearing, form, etc filing deadlines
  • Graphical Dashboard for Work alerts, Daily Administration and Accounts
  • Role restricted access to paralegal, associates, attorneys & clients
  • Comprehensive customized reports and graphs with export to excel facility
  • Manage trademark details, documents and allocate work anywhere any time
  • Dash board with notification alerts with one click transfer to case dockets
  • Complete trademark work-flow as per national and international rules
  • Facility to generate invoices and record receipts of the professional services
  • File trademark with Online filler making the process data entry free.
  • Monitor trademark updates on IPO with our Artificial Intelligence
  • Add & manage billable hours of task/job performed by staff
  • Add & manage ad hoc follow-ups for reminding the staff
Upto 50%
Men Power Decrease

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 Examination / Office Action, Hearings, Form Submission, Follow ups and Renewals with a facility to export these deadlines to excel sheets for a given period. A personal diary to maintain appointments and meeting schedules.

TRADEMARK DASHBOARD

A highly comprehensive Dashboard for displaying the trademark life cycle stage based Reports to users integrated with Charts highlighting the stage by stage detailed view of the trademark 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 during any IP filing is just a few clicks away i.e. Fetching the applicant, registered address, etc.

TRADEMARK APPLICATION DOCKETING

Store, process and retrieve complete trademark information, deadlines, and documents right from the day of filing the trademark application to publication, registration, and renewal of the trademark in the centralized trademark repository making the work-flow of law firms highly simplified, productive and smooth.

OPEN STRUCTURE

You can create, define & manage master's rules to configure workflow providing highly scalable software for future amendments.

CENTRALIZED STORAGE

A centralized trademark application docketing repository allowing you to store and retrieve all the documents, deadlines, and details from anywhere at any time.

EXAMINATION/OFFICE ACTION MANAGEMENT

The Iolite TMS allows users to docket examination report/office actions along with their reply due date. The software reminds the users to comply with the given deadlines and never miss an important deadline.

TASK ALLOCATION & MANAGEMENT

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

HEARING DATES MANAGEMENT

Store, view, and update hearing dates and their status for a trademark application with ease and accuracy.

RENEWAL MANAGEMENT

Tracks the upcoming renewals and auto-updates them as when trademarks are renewed with accuracy.

INQUIRY MANAGEMENT

Manages all trademark filing and search inquiries from prospective clients with Inquiry Manager.

REPORTS

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

CLIENT SECTION

Clients can log in and view their complete IP 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 TRADEMARK DOCKET

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

INVOICE AND RECEIPTS

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

COMPLETE IP WORKFLOW PROCESS

The software provides an automated process flow during the complete life cycle of a trademark application.

OUTLOOK PLUGIN

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

TRADEMARK ONLINE FORM FILER

Using Iolite TMS, a paralegal can fill in the Online trademark application form with the details stored in their docket making the trademark filing a fully automated and error-free process. E.g. Iolite comes with a Chrome extension to fill the online forms with the data from the Iolite TMS. i.e. For the USA jurisdiction using Iolite TMS you can fill up the TEAS standard and TEAS plus forms on the USPTO using the data stored in Iolite TMS with just a few clicks.

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.

FOLLOW UP

Store upcoming follow up with the client, team members, and IPO for any pending task. The Follow-up section allows users to set up ad hoc reminders which would remind them about carrying out specific tasks on a specific date.

BILLABLE HOURS

Store the number of hours consumed for different tasks performed by Paralegal & Attorneys along with the professional and official fees.

COMMUNICATION MANAGER

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

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