One platform. Integrated systems. Built around the engine.
IP Workflow Suite isn’t a collection of features — it’s a set of systems that work together, all running on the Workflow Engine at its core.
The systems that make up the platform
Each one is integrated with the others — an event handled by the engine flows through communications, templates, and reporting without a seam.
Workflow Engine
Recognizes every IP event and routes it into a standardized workflow. Everything else runs on it.
Trademark Workflow
The full trademark lifecycle — Office Actions, SOUs, renewals, and maintenance.
Patent Workflow
Patent prosecution events, reporting, and matter management on the same engine.
Communication Engine
Determines the communication type every event requires and drives it to the client.
Template Resolution
Pulls the firm’s approved template and populates shortcodes and conditional sections automatically.
Knowledge Center
A core knowledge system — guides, catalogs, and references built into the platform.
Smart Intake
An optional platform module for structured capture of incoming matters. Adds on — never required.
Everything runs on the Workflow Engine
The systems above aren’t independent. They’re stages of one path.
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related applications · consent pathReported
grouped by matter & firmQueued
Client updates that stay complete on their own.
Every generated communication is tracked and confirmed to the client, and untagged templates are surfaced before anything slips.
A knowledge system, not a help page.
Administrator and user guides, a communication-type catalog, shortcode and template references, release notes, and training — integrated directly into the platform.
Running IP Workflow Suite for your team
The Knowledge Center is a system inside the platform — guides, references, and release notes that keep every workflow, template, and user aligned to the same standard.
Administrators manage firms, templates, and users here; paralegals work from the same references at the point of use.