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The Operations Platform for Intellectual Property Practice
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 Maximize Client Value

Corporate IP clients frequently cite service level as the main criteria when choosing an IP firm.

PracticeLink enables consistent internal processes to mitigate risk and boost efficiency, while providing tailored client service that still feels personal.

Organize and Prioritize

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  • Planner view combines due dates, soft reminders, and workflow tasks in one interactive dashboard
     
  • Rearrange soft dates and reminders as needed
     
  • Provide docket clearance instructions directly from the planner
     
  • Action Badges alert you to important tasks, drop-dead dates, and letters to review
     
  • Automated badge emails alert users to upcoming tasks, supporting quality control, and giving managers visibility into work queues

See Everything In One Place

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  • See dockets, documents, financial summaries, and more, in one place 
     
  • View and edit documents from a familiar tri-fold view
     
  • Integrate public data and analytics
     
  • Client View shows all activity related to a client

Process Inbound Documents Faster

  • Reduce cost and mitigate risk associated with IP document intake
     
  • Drastically reduce manual document profiling 
     
  • Slash volumes of internal email sent every day 
     
  • Get inbound correspondence into attorneys' hands faster
PracticeLink document intake

Speed up Filings with PracticeLink Forms

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  • Reduce preparation time with faster generation and review of complete forms packages
     
  • Create named form sets tailored to client and matter needs
     
  • Manage critical data not typically stored in docketing systems (e.g., inventor addresses)
     
  • Save effort with smart values pre-set for common form fields
     
  • Stay current using the latest USPTO forms, automatically updated by Quartz IP

Citations Managed, Time Reclaimed

  • Easily manage cross-citation across families and related subject matter
     
  • Track citation status of references
     
  • Bulk reference import from public data using a simple list or spreadsheet
     
  • Pull documents from public sources with English abstracts merged automatically
     
  • Generate filing-ready SB08
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Engage Clients and Build Relationships

  • Automate client reporting and reminder letters, while remaining fully compliant with each client's preferences
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  • Eliminate delays and errors in reporting to clients or requesting their instructions
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  • Provide real-time status updates and reporting to support frequent and meaningful engagement through secure client portals
PracticeLink Reporting Letter

Adapt to Meet Evolving Client Needs

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  • Automate compliance with client preferences to ensure consistency
     
  • Head-off procedural errors with custom checklists
     
  • Use no-code design interfaces to update workflow, soft date calculations, templates and more to meet changing needs
Want to learn more about PracticeLink or schedule a demonstration?
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