IP Workflow Suite streamlines your IP deadline reporting and client email generation — so you can focus on the work that actually matters.
Scrolling through your docket management system exports every week, manually tracking what's due and for who.
Writing the same reporting emails over and over — different mark, same structure, every single time.
Copy-pasting dates from docket reports and hoping nothing gets transposed or formatted incorrectly.
Building a new research checklist from scratch every time a Section 8 or renewal comes due.
Built specifically for IP paralegals who handle trademark and patent docketing — not a generic project management tool bolted onto IP work.
Upload exports from any standard docket management system. Smart column mapping saves your settings permanently.
Select the deadlines you want to report on. Emails generate instantly with mark name, serial number, goods/services, and official deadline date pre-filled.
Click Open in Outlook (.eml) — the tool downloads a pre-formatted .eml file. Double-click it and it opens in Outlook as a ready-to-send draft with subject line, body, and recipient already populated. No copy/paste, no reformatting.
Rich text editor with Bold, Italic, and Underline formatting. Set up your firm's exact templates once — they're saved permanently.
One-click research request generation for Section 8/15 and renewal filings. Pre-fills mark details, goods/services, and all research requirements.
Urgency color-coding, checkboxes to select which matters to act on, mark complete, and a completed items archive.
Save client emails once — they auto-populate every time you upload a new docket. No re-entering contact info.
All data processed in your browser. Nothing transmitted to any server. Auto-clears after 30 minutes of inactivity.
Export from any standard docket management system as Excel. Upload once — the tool recognizes your format automatically on future uploads.
Choose which date column is the actual USPTO statutory deadline. Saved for every future upload from that system.
Checkboxes on every deadline card. Select all, select a few, or pick just the urgent ones. Your choice every time.
Click Generate. Then click Open in Outlook (.eml) — a .eml file downloads automatically. Double-click it to open a fully formatted Outlook draft with mark name, serial, goods/services, and deadline pre-filled. Review and send.
The complete browser-based tool. Works on any computer. No installation required.
Filing report, Section 8/15, Renewal, SOU, Office Action, ETU, SOU/ETU Reminder, and International Filing. Fully editable.
Step-by-step instructions for uploading your docket, setting up contacts, and customizing templates.
How to export from your docket management system in the right format for upload.
Pay once. Use forever. No subscription, no renewal, no expiration.
Upload your docket export, select your deadlines, generate professionally formatted emails — and open them directly in Outlook. Here's exactly what it looks like.
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
Uploaded docket data automatically clears after 30 minutes of inactivity
One-click session clear available at any time from the toolbar
Includes priority email support, access to all future feature updates, and new template additions. Without an active Annual Support Plan, no updates or revisions 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.
A docket-to-email workflow tool perfect for Solo Practice attorneys or IP paralegals that support one attorney. Upload your docket export, generate professionally formatted client reporting emails in seconds — ready to send.
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. Each firm gets its own complete set of email templates, completely independent from the others.
Smith IP Law has different reporting language than Jones & Associates? No problem. Each firm's templates are stored separately and never mix.
Select which firm you're working on before uploading a docket. All generated emails automatically use that firm's templates 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.
| Feature | Single Firm · $297 | Pro · $497 |
|---|---|---|
| Universal docket import | ✓ | ✓ |
| Email generation with Outlook draft | ✓ | ✓ |
| 8+ pre-built IP deadline templates | ✓ | ✓ |
| Rich text template editor (Bold/Italic/Underline) | ✓ | ✓ |
| Client contact directory with auto-fill | ✓ | ✓ |
| Checkbox deadline selection | ✓ | ✓ |
| Combined emails for same-owner deadlines | ✓ | ✓ |
| Use investigation workflow | ✓ | ✓ |
| Session auto-clear & privacy banner | ✓ | ✓ |
| Settings tab with firm name & signature | ✓ | ✓ |
| Multiple firm or attorney profiles | — | ✓ |
| Firm-specific template sets | — | ✓ |
| Firm selector on docket upload | — | ✓ |
| 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 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 support, all future feature updates, new templates, and direct access to ask questions about the tool. Optional — not required to use the software.
Add Support PlanJust need single-firm? See IP Workflow Suite — $297 →
All data processed entirely in your browser. Nothing transmitted to or stored on any external server. Session auto-clears after 30 minutes of inactivity. Manual clear button always available.
No client data ever leaves your browser
All data stays on your device
Docket data clears on inactivity
One-click session wipe anytime
