Every IP event creates work. We turn it into a workflow.
IP Workflow Suite™ standardizes the work that follows every trademark and patent event — from the moment it posts to the docket to the client-ready correspondence that closes it out.
Not docketing. Not practice management. The work that follows the event.
Docketing tells you a deadline exists.
It doesn’t do the work.
An Office Action, a Notice of Allowance, a renewal window — each one triggers letters, templates, attachments, and client updates. IP Workflow Suite carries that work through a defined path so nothing is rebuilt from memory and nothing falls through.
From event to completed work, on rails.
The engine recognizes what happened, routes it into the right workflow, and assembles everything the matter needs. This is the core of the platform.
The full trademark lifecycle, standardized.
Filing through registration and beyond — every prosecution event maps to a workflow with the correspondence, deadlines, and specimen logic it requires.
- Office Actions and combined multi-mark responses
- Statements of Use with extension-aware reminders
- §8 & 9, §8 & 15, and Supplemental Register branching
- Publication, allowance, registration, renewals, assignments
Non-final · likelihood of confusionentered
Combined OA response · consent strategymatched
serial folded into filename4 files
inline color preserved · .emlreview
The right letter resolves itself.
The engine determines the communication type an event requires and pulls the firm’s approved template — complete with smart shortcodes, conditional sections, and correctly formatted client-ready output.
- Firm-specific approved templates, resolved automatically
- Conditional branching for principal vs. supplemental, use vs. no-use
- Attachments assembled and named by serial or registration number
- Delivered with inline formatting preserved for the client
smart shortcodes · AI markers · optional sections{MARKS_HEADER}
maintenance + renewal, single sendoppend7
Principal / Supplemental branching{IF_PRINCIPAL}
extension-aware deadlines{SOU_DUE_DATE}
use-located / no-use variants{IF_USE_LOCATED}
Patent events, managed the same way
Office Action reporting, double-patenting and §101 rejections, response tracking, and client communication — the same standardized path applied to patent prosecution work.
Smart Reporting closes the loop
Every generated communication is tracked and reported to the client. Untagged templates are surfaced before anything slips, so reporting stays complete without manual reconciliation.
Every matter, in motion, in one view.
Active workflows, upcoming deadlines, and work that’s been sitting too long — visible at a glance, grouped by firm, with age badges that make accountability automatic.
Guidance built into the platform.
Documentation, training, administrator resources, and workflow guidance live inside the product — so every team member works the same way, and new staff ramp without shadowing.
- Step-by-step workflow documentation
- Administrator and multi-user guidance
- Release notes and reference materials
Responding to a non-final Office Action
When you log an Office Action and its refusal type, the engine resolves the approved response template for the matter's firm and assembles what the response needs.
Supporting information, deadlines, and client-ready correspondence are assembled from there, so the paralegal reviews rather than rebuilds.
Three editions. One-time purchase.
Own the platform outright. Choose the edition that matches how your practice is structured.
- Full Workflow Engine
- Trademark & patent workflows
- Approved templates & reporting
- Knowledge Center
- Everything in Single Firm
- Unlimited firm workspaces
- Per-firm templates & house styles
- Firm switcher & segmented reporting
- Everything in Pro Multi-Firm
- Multi-user shared server
- Live docket sync across staff
- Managed updates & version control
Standardize the work behind every IP event.
Choose your edition and own the platform — no demos, no sales calls, no waiting.