Iolite Trademark Management Software

The Deadlines Calendar displays the list of all upcoming deadlines to the user for various IP Dockets. The software offers color coding for various categories of deadlines i.e., Renewal, Hearing, etc. keeping your deadlines organized. The Iolite Legal Software Suite allows you to synchronize your deadlines with your personal Google & Outlook calendars making deadlines accessible on your phone & tablets.

The Dashboard provides a graphical user interface that provides at-a-glance views of key performance indicators (KPI) relevant to the trademark business processes. In other words, it provides a progress report of the various trademarks filed across the world.

The client module allows users to store the complete data of the client at a centralized location and helps to retrieve client details at various stages in the software without re-entering the same, keeping the content uniform throughout the software making retrieval of accurate data.

The Clients can log in and view their complete IP portfolios and download summary reports in excel & documents i.e. certificates, etc. The Clients can also place instructions to the staff i.e. Renewal of trademark, etc using the software.

Store, process and retrieve complete trademark information, deadlines, and documents right from the day of filing the trademark application to publication, registration, and renewal of the trademark in the centralized trademark repository making the workflow of law firms highly simplified, productive and smooth.

Store, process and retrieve complete opposition information, deadlines, and documents right from the day of filing the trademark opposition to counter statement, evidence filing, and hearing of the trademark opposition in the centralized trademark repository making the work-flow of law firms highly simplified, productive and smooth.

The software provides an automated process flow during the complete life cycle of a trademark application.

A centralized docketing repository allowing you to store and retrieve all the documents, deadlines, and details from anywhere at any time.

A user can import bulk trademark applications details with trademark images (logo, devices, etc.) into the software using the excel import facility. Users can clone trademark applications across different classes or countries.

"Quick Add Case" allows users to successfully create a docket by entering minimum possible values. Once the case is created users can easily synchronize the complete details of the trademark from the IP office website with just a few clicks saving a lot of data entry time.

Alternatively, users can create a trademark application docket from scratch using “Add New Case”. Users can fill in information like trademark details, applicant details, classes with goods, priority claimed, trademark image, trademark series, etc. For Madrid and ARIPO applications the software also offers to store the designated countries' details and deadlines.

The software allows you to docket all forms that are filed at the trademark office. The software allows you to export individual form pdf or all forms in the zip file. It also allows you to store deadlines of form pending for submission and you can generate reports of the pending list of form filing deadlines.

The software allows you to docket various types of documents like Affidavit, Evidence of Use, Invoice copies, POA, GPA, etc. The software allows you to export individual document pdf file or all files in one zip file.

The software allows you to docket formality check failure report document and generates the reply filing deadlines in the software. The software allows you to export individual formality check pdf or all formality check pdf in one zip file. Your team members can also generate reports of the pending list of formality check failure reports being replied to as well as the list of formality check failure reports which are replied.

The software allows you to docket all examination reports received with a deadline date by which you need to submit your reply to the IP Office. The software allows you to export individual examination report pdf or all examination reports in one zip file. Your team members can also generate reports of the pending list of examination reports to be replied to as well as the list of replied examination reports.

It is a tough task to keep track and manage the upcoming hearings to be attended. Using Iolite what you need to do is just generate a report of upcoming hearing deadlines, say for the next 30 days, and analyze the list of upcoming hearings and plan your schedule accordingly.

Software allows you to docket all order/decision received from the IP Office. Software allows you to export individual order/decision pdf or all orders/decisions in one zip file.

The publication is a very important halfway milestone reached in the trademark life cycle. The software allows users to docket the publication copy along with the Journal no and date of publication. Users can download reports of publication received for the trademark portfolio for a given client. The users can also download the individual journal copy or all journal copies in the zip file. The software also generates an opposition period deadline as per trademark rules on receipt of publication.

Registration of the trademark is the final milestone in the process of trademark application filing where the period of validity of the trademark is obtained which is for 10(+) years from the date of application or registration. The software allows the user to docket the trademark registration certificate file with certificate/registration no and registration date. Users can download reports of registered trademark applications for a given client or date range. The users can also download the individual registration certificate or all registration certificates in one zip file.

Renewals of Trademarks is equally important as the registration of the trademark. Hence it is quite important to inform the clients of the upcoming renewals of the trademarks well in advance before the deadline. Here the software helps in fetching the details of all the upcoming renewals within a stipulated time. On receipt of the renewal certificate or intimation letter, the users can docket the same in the software marking the renewal of trademark completed which would update the renewal due date for 10(+) years. The users can also download the individual renewal certificate or all renewal certificates in the zip file.

Informing a client of an update in the status of trademark at each stage is a very crucial activity and drafting these communication emails is a very tedious and time-consuming activity. Iolite Legal Software Suite comes with a communication manager that allows you to draft template-based letters for client communication. You can select any given draft template and send information updates about the trademark and attach the document with just a few clicks. The communication manager picks automatically relevant information from the trademark docket in the draft template and prepares the final letter. A log of all email sent from the software can be generated at any given time. The user can configure their Email SMTP configuration using which the email can be relayed using their email id.

Store important client instructions for all trademark application in the centralized repository for quicker access.

User can store all important deadlines pertaining to the trademark application in the docket. On completion of a deadline, users can dismiss the deadline with the reason of closure. Facility to view the details of the deadlines. Users can communicate the deadlines with one click using the pre-formatted template email to the client. It also provides a facility to allocate the concerned user responsible for the deadline management.

It provides an exhaustive summary report to the users to export all trademark applications details along with the trademark image. The user can filter the report using a wide variety of filter parameters to get the required details. Users can also select the required columns that are to be exported to excel. To view any particular trademark details users can also move to the case. Users can send email communication to clients using preformatted templates.

Using deadline reports the users can generate a list of upcoming deadlines approaching shortly. The users can filter out the deadlines list on a wide variety of parameters and export the required deadline list in excel. The user can also dismiss the given deadlines and specify the reason for the same. To view more details of any trademark application the user can click on the “Arrow Icon”. To further investigate any deadline in detail, users can select the trademark application and press move to the case.

Using the Document report the user can download the list of documents docket in the software for any given range of dates using a wide variety of filters. Moreover, if the user wants to export the documents in bulk, the software provides a zip file of all documents selected. E.g., if a user wants to export all registration certificates for a particular client for this month, he/she can filter out the documents and press the Download Selected Docs button. Moreover, a user can also press the download button against any document to download. To further investigate any document in detail, users can select the trademark application and press move to the case.

Synchronize your trademark application with the IPO data using our AI engine which can track the latest update in the status, documents and deadlines which are available at IPO. The AI engine not only can compare the current details of the trademark with IPO website data but is also able to populate the deadlines as per the changes which are available on the IPO website making the complete docketing task autonomous, quick and typo-error free.

It allows users to configure recurring variables once in the masters so that they can be used across the software to reduce the efforts of typing the values again and again. It also makes the software scalable by avoiding hardcoded variables to dynamic variables. Further, it maintains the variable contents uniform throughout the software making filtering of data accurate.

Generate Invoices, Receipts, and Credit Notes using preformatted templates and email them to clients directly. Generate analytical summary reports and Statements of Account for any client.

Record task details i.e. Start & End time, Description of task performed, etc. carried out by staff for various trademark application & opposition filing.

Store the expense invoices received from the Agent and Attorney for filing the trademark applications & oppositions and record the payment made against these invoices. Generate analytical reports of expense incurred and payment against them.