Single Firm
$397
one-time purchase
For solo IP paralegals and single-attorney firms. Runs locally in your browser — no server, no subscription, no installation.
- ✓ One firm / attorney setup
- ✓ All core features included
- ✓ Live USPTO & EUIPO lookup
- ✓ Bulk lookup — up to 20 marks
- ✓ Automatic deadline calculation
- ✓ Design mark detection & thumbnail
- ✓ 60+ smart shortcodes
- ✓ Investigation Notes (3 prompt types)
- ✓ Outlook .eml email generation
- ✓ Download All as ZIP
- ✓ Client contact directory
- ✓ ⚙️ Settings tab for font preference
- ✓ Runs as a local HTML file
- — Multiple firm profiles
- — Per-firm template sets
- — Hosted shared workspace
- — Auto-sync across devices
Optional annual support: $97/yr · Add plan
Most Popular
Pro Multi-Firm
$697
one-time purchase
For freelance paralegals and small firms managing multiple clients or attorneys. Full multi-firm profile management with per-firm template sets.
- ✓ Everything in Single Firm
- ✓ Live USPTO & EUIPO lookup
- ✓ Bulk lookup — up to 20 marks
- ✓ Automatic deadline calculation
- ✓ Design mark detection & thumbnail
- ✓ 60+ smart shortcodes
- ✓ Investigation Notes (3 prompt types)
- ✓ Outlook .eml email generation
- ✓ Download All as ZIP
- ✓ Client contact directory
- ✓ Unlimited firm profiles
- ✓ Per-firm template sets
- ✓ Firm selector on upload
- ✓ Per-firm email font & size
- ✓ Runs as a local HTML file
- — Hosted shared workspace
- — Auto-sync across devices
Optional annual support: $197/yr · Add plan
Team Edition
$79
per month · up to 3 users
For IP firms with multiple staff. Hosted on a private server — sign in from any device and share your entire workspace across your team.
Team Starter
$79/mo
Up to 3 users · $790/yr
Team Pro
$129/mo
Up to 10 users · $1,290/yr
- ✓ All Pro features included
- ✓ Live USPTO & EUIPO lookup
- ✓ Bulk lookup — up to 20 marks
- ✓ Unlimited firm profiles
- ✓ Per-firm template sets
- ✓ Investigation Notes (3 prompt types)
- ✓ 60+ smart shortcodes
- ✓ Hosted on private server
- ✓ Works on any device / browser
- ✓ Shared workspace across team
- ✓ Auto-sync — no manual save
- ✓ 💾 Backup & 📂 Restore (Excel)
- ✓ Sign in with team password
- ✓ Secure Cloudflare server storage
- ✓ Support included while active
🔒 What's stored on the server:
Firm names, email templates, contacts, and column mappings only.
Client docket data — serial numbers, deadlines, and matter details — is never stored on any server. It clears when you sign out.
Contact Us for Team Access →
Client docket data — serial numbers, deadlines, and matter details — is never stored on any server. It clears when you sign out.
Annual plans available — save ~2 months
📋 Important Notice Regarding Product Updates
Future updates, improvements, and new template additions are available exclusively to customers with an active Annual Support Plan. Customers without an active plan retain access to the version purchased but will NOT receive any future updates. Support plans are optional and can be added at any time.
⚠ No Refund Policy: As this is a downloadable digital software product, all sales are final. No refunds will be issued once the product has been delivered. By purchasing you agree to our Terms of Use and End User License Agreement.
⚠ No Refund Policy: As this is a downloadable digital software product, all sales are final. No refunds will be issued once the product has been delivered. By purchasing you agree to our Terms of Use and End User License Agreement.
Full Feature Comparison
See exactly what's included in each version at a glance.
| Feature | Single Firm $397 one-time |
Pro Multi-Firm $697 one-time |
Team Edition $79+/mo |
|---|---|---|---|
| Core Features | |||
| Universal docket import (any Excel format) | ✓ | ✓ | ✓ |
| Live USPTO lookup | ✓ | ✓ | ✓ |
| Live EUIPO lookup | ✓ | ✓ | ✓ |
| Bulk lookup — up to 20 marks at once | ✓ | ✓ | ✓ |
| Automatic deadline calculation — 11 rules | ✓ | ✓ | ✓ |
| Design mark detection & thumbnail | ✓ | ✓ | ✓ |
| Email Generation | |||
| Outlook .eml email generation | ✓ | ✓ | ✓ |
| Download All as ZIP | ✓ | ✓ | ✓ |
| Combined emails for same-owner deadlines | ✓ | ✓ | ✓ |
| 60+ smart shortcodes | ✓ | ✓ | ✓ |
| Rich text template editor (Bold / Italic) | ✓ | ✓ | ✓ |
| Template preview — exact Outlook rendering | ✓ | ✓ | ✓ |
| 8+ pre-built IP deadline templates | ✓ | ✓ per firm | ✓ per firm |
| Research & Investigation | |||
| Investigation Notes — Use in Commerce | ✓ | ✓ | ✓ |
| Investigation Notes — General Clearance | ✓ | ✓ | ✓ |
| Investigation Notes — Post-Registration | ✓ | ✓ | ✓ |
| ✨ AI Template Assistant — Convert existing templates to IPWS format or generate new ones | — | — | ✓ Team only |
| Email Workflow | |||
| Email Delivery Mode — Direct to Client or Internal Review First | ✓ | ✓ | ✓ |
| Internal Review mode — blank To:, [REVIEW] prefix, client info in email body | ✓ | ✓ | ✓ |
| Inline contact add from deadline card | ✓ | ✓ | ✓ |
| Workflow Management | |||
| Client contact directory with auto-fill | ✓ | ✓ | ✓ |
| Urgency color-coding & Completed archive | ✓ | ✓ | ✓ |
| Column mapping — saved per docket format | ✓ | ✓ | ✓ |
| Firm Management | |||
| Settings tab (font, firm name) | ✓ | — | — |
| Multiple firm or attorney profiles | — | ✓ unlimited | ✓ unlimited |
| Per-firm template sets | — | ✓ | ✓ |
| Firm selector on docket upload | — | ✓ | ✓ |
| Per-firm email font & size | — | ✓ | ✓ |
| Hosting & Access | |||
| Runs as a local HTML file (no install) | ✓ | ✓ | — |
| Hosted — access from any device | — | — | ✓ |
| Shared workspace across team members | — | — | ✓ |
| Auto-sync — no manual save needed | — | — | ✓ |
| 💾 Backup & 📂 Restore (Excel export) | — | — | ✓ |
| Team password sign-in | — | — | ✓ |
| Secure Cloudflare server storage | — | — | ✓ |
| Privacy & Data | |||
| Client docket data stored on server | Never | Never | Never |
| Data stored locally in browser only | ✓ All data | ✓ All data | Workspace only Firm names, templates, contacts & mappings |
| Client docket data clears on session end | ✓ | ✓ | ✓ |
| No data shared with third parties | ✓ | ✓ | ✓ |
| Support & Updates | |||
| One-time purchase — no subscription | ✓ | ✓ | — |
| Lifetime access (version purchased) | ✓ | ✓ | — |
| Future updates (requires support plan) | $97/yr | $197/yr | Included |
| Support included while active | With plan | With plan | ✓ |
Ready to get started?
Choose the version that fits your practice — or contact us with questions.
Questions? Contact support · View How-To Guide