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PracticeLink 2.2 Helps IP Professionals Organize and Prioritize Daily Tasks

PracticeLink 2.2 Helps IP Professionals Organize and Prioritize Daily Tasks

Version 2.2 of PracticeLink introduces new features to help IP professionals visually organize and prioritize daily tasks. New workflow capabilities reinforce quality control processes and save billable time for paralegals and attorneys.

Organize Work to be Done

IP attorneys spend much of their day moving between critical tasks, sifting through overloaded email inboxes to decide what to prioritize next. The new Practice Planner vieworganizes due dates and reminders visually, so it’s easy to focus on what’s most important right now.

Users can drag soft reminder dates to a new day when a client needs more time to respond. Due dates from the docket system, however, require structured responses that are routed to the Docketing team for clearance.

Action Badges, introduced in version 2.1, are now fully configurable. Set up badges for urgent correspondence, reporting letters to approve, drop-dead dates this week, delegated tasks, or anything else you want to prioritize. Badges can be color-coded and can change color when empty to let you know when your lists are clear.

Track Ad Hoc Client Requests

A new ad-hoc request checklist helps to keep track of client requests, like opinions, searches, or new disclosures even when there is not a corresponding matter in the docket system. Track information related to the request and add soft docket reminders to ensure timely follow-up.

Office Action Response Preparation

PracticeLink 2.2 users can access the Rowan Patents prosecution module directly from a PracticeLink workflow task to bring automation and improved consistency to Office action responses.

When an Office action is received from the USPTO, PracticeLink automatically identifies the document and the related matter, then routes it to the Docketing group to calendar a response. It also profiles and saves the document to the firm’s Document Management System, sends a copy to the attorney for review, and creates a draft reporting letter to the client, using each client’s preferred format.

Now, attorneys and professional staff can also receive a workflow task to prepare an Office action response. Rowan Patents then takes over by automatically identifying examiner rejections, retrieving and annotating the cited references, and building a response shell in the practitioner’s preferred format. Practitioners can easily analyze rejections and cited references via the interactive Rejection Navigator view of issues, claims, examiner remarks and cited art. A response writer makes for efficient response drafting by amending claims with automated markup styling and synching amendments to parallel claim elements.

De-Docket Follow-Up and Second Eye Reviews Made Easy

New configurable de-docketing workflows allow docketing managers to define structured processes for following-up on docket clearance instructions. These can include second-eye checks, training reviews, billing follow-ups for extensions of time, routing to external data entry teams, and more.

See PracticeLink in Action!

Stay tuned for webinar schedules or contact Quartz IP today to schedule a demonstration of how PracticeLink can support your intellectual property practice.

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