From your Excel docket export — or matters you enter by hand — to client-ready Outlook emails in seconds, with automatic deadline calculation and smart templates. Everything runs in your browser; nothing ever leaves your device.
Scrolling through docket exports every week, manually identifying what's due and for whom — then doing the date math by hand.
Writing the same reporting emails over and over — different matter, same structure, copy-pasting and hoping nothing goes wrong.
Transposing dates from docket reports into emails — one wrong click and a client gets the wrong deadline.
Typing the same mark details, classes, and goods & services into every email by hand — over and over, matter after matter.
Built specifically for IP paralegals who handle trademark docketing — not a generic tool bolted onto IP work.
Upload your Excel docket export from Alt Legal, Dockmaster, CPI, or any custom format. Smart column mapping saves your settings permanently — and the file is read right in your browser, never uploaded anywhere.
Select an action type and the deadline auto-fills — filing date +6mo, NOA +6/12/18/24/30mo, registration +5/10yr, OA +3/6mo. Every calculated date is clearly marked with a green ⏱ confirmation.
Add matters by hand in seconds: enter the mark, serial, class, goods & services, owner, and key dates, and the tool calculates the deadlines and builds the emails. No internet connection required.
Generated emails open directly in Outlook — addressed, formatted in your firm's font, and ready to send. Download all as ZIP with one click. No copy/paste, no reformatting.
60+ shortcodes handle pluralization, goods/services labels, TSDR links, design mark reminders, NOA dates, publication dates, first-use dates, disclaimers, color claims, and more automatically. Templates organize by workflow category (Filing, Prosecution, Allowance, Maintenance...) with case-insensitive merging and auto-capitalization at sentence start. Preview exactly how your email will look in Outlook before saving.
Choose per firm: send directly to the client, or Internal Review First — where the To: field is blank, a [REVIEW] prefix is added to the subject, and the client name and email appear at the top of the email body for the reviewer. The reviewer changes per matter — no static settings to maintain.
When a card has no client email on file, a + Add Contact button appears directly on the card. Enter the contact name and email inline — no need to leave the Deadlines tab. Saves to your Contacts directory and updates the card instantly.
Urgency color-coding, checkboxes to select which matters to act on, Mark Complete, and a Completed archive for your records.
All data is processed in your browser and stored only on your device. There are no network calls of any kind — nothing is ever transmitted to any server. A Keep Data option lets you retain your docket between sessions on a private, secured device.
Upload your Excel docket export and map your columns once — IP Workflow Suite remembers your format for next time. Or add entries by hand; no lookup required.
Each deadline becomes a card. Templates auto-match and deadlines auto-calculate from the dates you provide.
Check each card, verify templates, edit any details, then select the deadlines you're ready to act on.
Click Generate Emails. Each email opens in Outlook — addressed, formatted, and ready to send. Download all as ZIP for batch processing. Done.
Works in any modern browser — Chrome, Edge, Firefox, Safari. Mac or Windows.
Pre-tagged with deadline calc rules: Section 8/15, Renewal, SOU, Extension, OA Response, and more.
Mark details, deadlines, TSDR links, design mark notes, client name, owner — all fill in automatically.
Load your docket from any Excel export, or type matters in by hand — both run entirely on your device.
Save client emails once — they auto-populate every time you run a new docket.
Direct to Client or Internal Review First — set once per firm. Internal Review mode leaves To: blank, adds [REVIEW] prefix, and shows client info at the top of the email body for the reviewer.
+ Add Contact button on cards with no client email — add name and email without leaving the Deadlines tab.
Detailed how-to guide covering every feature — get up and running the same day.
One-time purchase. Yours to keep. Optional annual support plan for future updates.
Managing work for multiple firms? See IP Workflow Suite Pro →
All data is processed entirely in your browser. Nothing is transmitted to or stored on any external server. The tool functions as a local browser application — similar to opening an Excel file.
No client names, serial numbers, or email content ever leave your browser
Templates and contacts save to your device's browser storage — no cloud database
Docket data automatically clears when you close the tab (Keep Data off by default)
One-click session clear available at any time from the toolbar
Priority email support, all future feature updates, and new template additions. Without an active Annual Support Plan, no updates will be provided.
Add Support PlanIP Workflow Suite Pro handles multiple law firm clients with separate template sets, firm-specific email branding, and a single unified docket workflow — all in your browser.
All the power of Single Firm, plus a complete multi-firm management layer. Each client firm gets its own template set, email font, and contacts — completely separated and never mixed.
All the core features of IP Workflow Suite, with the additional firm management layer that freelance paralegals need.
Create a profile for each firm or attorney you support. Each profile has its own complete set of email templates — ensuring the right language, fees, and signature block are used automatically every time.
Smith IP Law has different reporting language than Jones & Associates? No problem. Each firm's templates are stored separately and never mix. 8 starter templates per firm.
Select which firm you're working on before uploading a docket. All generated emails automatically use that firm's templates, font, and branding.
Switch between firm contexts in one click. Active firm is shown throughout the tool so you always know whose templates you're editing and whose docket is loaded.
| Feature | Single Firm · $397 | Pro · $697 |
|---|---|---|
| Excel docket import | ✓ | ✓ |
| Manual entry — add matters by hand | ✓ | ✓ |
| Automatic deadline calculation — 11 rules | ✓ | ✓ |
| Email generation with Outlook draft (.eml) | ✓ | ✓ |
| 8+ pre-built IP deadline templates | ✓ | ✓ |
| 60+ smart shortcodes | ✓ | ✓ |
| Client contact directory with auto-fill | ✓ | ✓ |
| Rich text template editor (Bold/Italic) | ✓ | ✓ |
| Download All as ZIP | ✓ | ✓ |
| Multiple firm or attorney profiles | — | ✓ |
| Firm-specific template sets | — | ✓ |
| Firm selector on docket upload | — | ✓ |
| Per-firm email font & size | — | ✓ |
| Unlimited firms | — | ✓ |
Go to the Firms tab. Add each law firm you work for. Give each one its own template set with the exact email language, fees, and signature block that firm uses.
When you pull a docket for Smith IP Law, select Smith IP Law from the dropdown before uploading. All emails will use Smith's templates automatically.
Select the deadlines you want to report, click Generate, and open each email directly in Outlook — already formatted for that specific firm.
Upload the next firm's docket, select that firm from the dropdown, and the whole process resets for their templates and clients. No mixing, no confusion.
Priority email support, all future feature updates, and new template additions. Without an active Annual Support Plan, no updates will be provided.
Add Support PlanJust need single-firm? See IP Workflow Suite — $397 →
All data processed entirely in your browser. Nothing transmitted to or stored on any external server. Session clears automatically when you close the tab.
No client data ever leaves your browser
All data stays on your device
Docket data clears when you close the tab
One-click session wipe anytime
IP Workflow Suite Team Edition stores your workspace on a private server — sign in from any device, share templates and contacts across your team, and sync automatically.
Everything in the Single Firm and Pro editions — manual entry, Excel import, automatic deadline calculation, smart templates, and multi-firm management — plus the connected and cloud-powered features below that only Team Edition unlocks.
Convert your existing templates to IPWS format in seconds — paste your old template with merge codes and the AI replaces them with the correct IPWS shortcodes while preserving your exact wording and tone. Or generate brand new templates from scratch by describing what you need. Your institutional knowledge, instantly converted.
Firms, templates, contacts, and column mappings are stored on a private Cloudflare server. Sign in from any device — your workspace is always there.
Every change syncs automatically to the server. No manual save button, no risk of losing work. Sync status is shown in the header at all times.
Download a full Excel backup of your workspace at any time, and restore from any backup file. A built-in reminder nudges you when it's been more than 7 days since your last backup — protection against accidental changes or data loss.
Each team member gets their own login. Assign admin or staff roles, and onboard new users with a self-service setup code — no shared password to manage.
Admins manage users and roles and set the trademark-data source once for the entire team — every member's lookups, refreshes, and document attachments use the same configured source.
Enter a serial and auto-fill the mark name, owner, class, goods & services, dates, status, and registration number instantly. Bulk-lookup up to 20 marks at once — a Team Edition exclusive.
Pull mark data across ten IP offices today — USPTO, EUIPO, and WIPO (Madrid), plus the national offices of Canada, France, Australia, Singapore, Sweden, Switzerland, and Norway. More jurisdictions are added as they become available.
Each email can pull its matching document straight from USPTO and attach it as a PDF — registration certificates, office actions, notices of allowance & publication, acceptance notices, and your firm's own filings (SOU, EOT, OA responses, §8/15, §8/9). It downloads and attaches automatically when you generate the email. USPTO marks only.
A per-card 🔄 Re-Lookup button refreshes a single mark, or Re-Lookup All updates your whole list in one click — pulling current status, registration number, NOA and publication dates, and more directly from USPTO TSDR.
Design marks are flagged automatically with an amber banner, and the mark image is one click away — open it and drop it straight into your Outlook email. No more hunting through TSDR.
All Pro multi-firm features included — unlimited firm profiles, per-firm template sets, per-firm email font, and firm-specific contacts.
Publish a new version once and your whole team is prompted to reload — everyone stays on the latest build with no files to re-download.
Pull an owner's entire portfolio, or every mark for a given attorney or correspondent, in one step — then filter your deadline list by attorney. Team Edition only.
Track patent deadlines alongside your trademark matters — with patent lookup, bulk patent import, and maintenance-fee reminders (3.5 / 7.5 / 11.5-year) all in the same workspace.
Choose the plan that fits your team size. Annual plans available to save approximately two months' cost.
Firms, templates, contacts & mappings stored on private Cloudflare server
Your workspace is isolated per account and never shared with other customers
Your data is never shared with any third party
On cancellation: 30 days to export all data before workspace deletion