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.
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.
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.
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.
You can create, define & manage master's rules to configure workflow providing highly scalable software for future amendments.
A centralized trademark application docketing repository allowing you to store and retrieve all the documents, deadlines, and details from anywhere at any time.
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.
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.
Store, view, and update hearing dates and their status for a trademark application with ease and accuracy.
Tracks the upcoming renewals and auto-updates them as when trademarks are renewed with accuracy.
Manages all trademark filing and search inquiries from prospective clients with Inquiry Manager.
It allows you to generate comprehensive and customized reports and export data to excel.
Clients can log in and view their complete IP portfolios and download documents
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.
View comprehensive trademark application information, deadline, and documents on a single screen.
Generate Pro Forma Invoice, Invoice, Debit Notes, and Credit Notes using preformatted templates & record receipts against them.
The software provides an automated process flow during the complete life cycle of a trademark application.
The outlook plugin extension allows users to docket emails and attachments from the outlook directly into the trademark application dockets.
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.
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.
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.
Store the number of hours consumed for different tasks performed by Paralegal & Attorneys along with the professional and official fees.
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.