Categories
IP Docketing Softwares

User Review: AppColl’s New Features and their Usefulness

AppColl has been teasing its users and followers for the past one week, and finally, they launched new features yesterday (Monday, November 5, 2018). To be true to you I liked AppColl since its beginning. The way they have simplified the docketing interface is incredible. It looks immaculate when you enter into AppColl. The whole system seems pretty organized.

AppColl Image

Image Source: AppColl

AppColl PM Plus version has got all the new features. This version is 30% costlier than the non-Plus version. Plus version starts at $130 whereas the other starts at $100.

Now, the question is whether the increment of $30 is worth? Let us see what the new features are. The much awaited new features include:

  • Private Pair integration

Our team had been entering the private pair data manual for each case. It looks like the peace of mind. It will also make the docketing more perfect wherein we will have fewer chances of missing the PTO data. So, should we become complacent if it is happening automatically? Of course No! Even if there is a complete facility, we will still have to verify the documents and customize the docketing.

  • QuickBooks™ Synchronization

Indeed, an excellent integration for the ones who are using billing feature of AppColl and they are also using Quickbooks. It should reduce quite the right amount of hassle of the paralegals. Few of our clients are using Billing feature of AppColl, and our team is helping them. The team at Menteso IP used to provide them with the reports that they used to include in QuickBooks separately. Now, with this feature it should be an easy task. 

Nevertheless, we shouldn’t rely 100% on it. We must verify every activity being performed by the system. As we just started, the system might need iterations and learnings to reach the level of perfection ultimately.

  • Conflict Checking

This feature is inevitable in all general non-IP docket management system. Nevertheless, probably, the first time this feature has been introduced in an intellectual property docketing software. However, it looks that this will prove to be an invaluable addition as many times the IP law firms struggle with the conflict check. They at times use a separate conflict check software. It looks like a good addition.

  • Automated Email Routing

This feature of sorting email using a dedicated keyword-based email ID is already present in other docketing software such as Foundation IP as well as various CRMs. It really helps in classifying the emails depending upon to or from email IDs. AppColl entered late, but that’s fine. To me, it is an essential requirement.

  • Graphical Reporting

The information looks charming when presented in the form of graphs and charts. The data start communicating more information. I remember, we used to download the reports from AppColl, being an analyst, I always hated raw data. I genuinely love this feature to the core. This feature should help in making more informed decisions.

I’d love to pay $30 more for these features. Would you? Write in comment. Nevertheless, I don’t know how the pricing would change when the number of users or the number of cases will increase. If anyone gets more information, please write in the comment.

I am looking forward to receiving your feedback and comments.


– Azam Ghani
Founder & CEO at Menteso (IP), Inc.

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Categories
IP Docketing General

Seven (7) Steps to Setup an Excellent Patent Docketing Process

As you are here, I could think of three reasons:

1. You have a messy patent and trademark docketing system, and you wish to improve its quality (by audit or data cleansing);
2. You are trying to build patent or trademark docketing process from scratch and you are looking for IP Docketing Best Practices; or
3. You are trying to switch the IP docketing system.

If there is any other reason, please write in the comment section towards the end of the page.

Nonetheless, I am glad; you are here. I am sure that the following seven steps of setting up a robust IP docketing process will help you in all of the situations mentioned above as well as the reasons shared in the comment section if there is any.

If you face any issue or need help in setting up the process, I’ll be glad to provide FREE of cost initial IP Docketing Consultancy.

The following seven (7) steps would be a great help, I guarantee you. If you need my help, I’ll be more than happy to help you in setting up the whole system. I understand it’s a pain to build the system from scratch. Nevertheless, if you follow the below seven (7) steps, it should be an easy one.

1. Create a Common Mailbox.

I can’t stress more. Many of our clients, with small docketing, needs avoided creating a common mailbox and used multiple mailboxes. When the practice grew, they got lost. When we handled their patent docketing system, we created this common mailbox on Day 1 of our assignment. And yes, don’t forget to use this common mailbox everywhere including PTO filings, Agent Communications, Client Communications, and all the other relevant communications.

2. Create a Standard Practice Manual

Heard it the first time about Manual? Well, we rely on our “Best IP Docketing Team,” that’s the general response of law firm managers. The problem arises when a team member leaves for one or the other reason. She/He will take away all the know how. Now, when you have a manual and deploy a new team member, it becomes straightforward to track what’s going on in the system. We faced this situation when we offered our team members as extended team wherein one or two of our team members acted as Full-Time Equivalents for our client’s team. Our team members had to deep delve into the system to understand the full practices. Then finally, our team created the Standard Practice Manual which was used throughout the client’s firm later.

3. Choose and Customize a Docketing Software.

Here, the significant point is to use a customizable docketing software.

  • Read 4 Best IP Docketing Softwares: If you are starting now, and wish to select the software you can read this important article that helps you in deciding on Patent Docketing Software for your needs.
  • Choose Reports Types and Frequency: Make sure the software you choose should be able to create periodic reports as per your needs. It is imperative. Your client would ask for the reports time and again. At times, the clients will ask for the login of the system for status of their matters.
  • Train the IP Docketing System: Training the docketing system means whenever you set up a system from scratch customize the tasks generation as per your docketing needs. For example, you want a task created two days before the deadline as you plan complete everything two days before the deadline to manage last minute issues. In this situation, training the system would be extremely helpful.

4. Choose a Supervisor

Someone has to be a complete owner of the system who takes care of the entire process including monitoring of the patent docketing system, tracking of the common mailbox, coordinating with remote patent and trademark docketing teams, internal teams, attorneys, etc. It’s a lot, and you really need someone to manage your internal stuff. Initially, the attorneys do it themselves however as the system grows they must delegate it so that they focus on their core activities.

5. Build the IP Docketing Team

You need this, when the business grows, you can build both internal teams as well as the remote docketing team, or you can plan a mix of the team. All three options of the team structures have its advantages and disadvantages. The internal team remains with you all the time, however, at times it is costly to maintain an internal team considering the hiring and training costs involved. On the other hands, the remote team might be cost-effective as well as deliver peace of mind as you don’t have to hire and train the team members. Further, the extension of team members upon surge in work. Usually, remote docketing teams keep a buffer team which can quickly manage the surge, or increase the team members as and when required.

6. Monitor and Train the team

Whether you keep an internal or remote team, it is vital to monitor and train your team members. There might be n number of things specific to your standard practices on which your team members need training. The best you can do is record the training videos these become useful for future uses and you won’t have to pass on the same information again and again. Further, the team can also view the videos repeatedly on its pace. Furthermore, you can upload the videos on Youtube with restriction to availability to your firm’s email IDs. This is only possible when your team is using G Suite for your emails.

7. Setup Quarterly Audits

It is critical, at times we find important issues while auditing. One simple reason for this process step is “To err is to human,” and you have human beings working with you. It doesn’t mean that you won’t need audits when you have incredibly sophisticated systems which are updating everything automatically. Many a time there would be errors from PTO. We saw a lot of mismatches even in Titles or dates of filing. The sophisticated systems can’t resolve these issues automatically. Your audit and cleansing drive will make your system robust and healthy all the time.

I wish you good luck in setting up your patent and trademark docketing process. Please feel free to write to us for your specific queries.

About Author: Azam Ghani is the Founder and CEO at Menteso (IP), Inc. He is the LL.M. from University of California at Berkeley with specialization in Intellectual Property. IAM Magazine included him in top 300 IP Strategist in the years 2017 and 2018. He is an IP Attorney, Consultant, and Innovation Enthusiast. For specific queries and inputs, please write to him at azam@mentesocom.wpcomstaging.com.

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Categories
Press Release

Mr. Azam Ghani with Mr. John Cabeca, Director of the Silicon Valley United States Patent and Trademark Office (USPTO)

Mr. Azam Ghani, CEO, Menteso (IP), Inc. presenting Menteso IP Sponsored memento to Mr. John Cabeca, Director of the Silicon Valley United States Patent and Trademark Office (USPTO) at IIPLA 3rd Annual Meeting 2018 San Francisco on October 22, 2018.

See all recognitions at Menteso IP’s Awards & Recognitions

Categories
Press Release

Mr. Azam Ghani with Mr. Albert Keyack – European Patent Office Attaché to the United States

Mr. Azam Ghani, CEO, Menteso (IP), Inc. presenting Menteso IP Sponsored memento to Mr. Albert Keyack, European Patent Office Attaché to the United States at IIPLA 3rd Annual Meeting 2018 San Francisco on October 22, 2018.

See all recognitions at Menteso IP’s Awards & Recognitions

Categories
Article

The 7 Most Common US Patent Docketing Errors

Let’s find out the 7 most common US patent docketing errors. The patent docketing process involves tracking and scheduling of due dates in a patent application process. These due dates are always critical as missing any deadline can lead to the abandonment of the patent application. The responsibility of a docketing professional becomes crucial here. The docketing professional must update the docketing system with accurate due dates ALWAYS.

Together with the accuracy of the dates, it is vital to enter bibliographic details correctly. And yes, it is equally crucial to update the dates on time. Imagine, if we docket the exact dates but after passing the deadline which sometimes is of just five days. Of course, in this situation, your docketing is of no use. I understand this as I handled many such requests in the past. I always ask my team to notify the client via an urgent email in all such time-pressing situations.

Understanding the importance of accurate docketing:  A docketing professional must accurately docket all due dates associated with filing a response to the notices and payment of issue fees, etc. Missing of even a single due date (unintentionally) while performing patent docketing might result in increased expenses (because of the PTO penalty) and delay in the grant of the patent.

I am sharing my experience wherein I believe the following seven documents need special care as these pop-ups are quite frequent at the time of docketing. Here is the list:

  1. Notice of Allowance/Notice of Allowability
  2. Informational Notice to Applicant
  3. Office Actions
  4. Filing Receipts
  5. Notice of Panel Decision
  6. Examiner and Applicant-Initiated Interview Summaries
  7. Notice of Appeal

I firmly believe that errors while docketing these documents can be avoided by thorough understanding and meticulously reading the complete documents. Further, all the notices should be reviewed at least 2-3 times so that we generate accurate deadlines in the docketing system.

With accurate and timely patent docketing we can avoid unnecessary expenses including extension fees etc. and abandonment. High-quality docketing is peace of mind for everyone.

We will discuss each of these documents one by one and explain their process of docketing in our next articles. We will publish these under new articles week after week. Stay tuned! In the meantime, read about our Patent and Trademark Docketing Services  . 🙂

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Examiner and Applicant-Initiated Interview Summaries:-

Patent docketing is a critical aspect of the patent process that ensures that all relevant information related to a patent application is correctly recorded and tracked. Docketing errors can have significant consequences for both the applicant and the examiner. In this article, we will discuss some of the most common errors in US patent docketing in examiner and applicant-initiated interview summaries.

  1. Missing or Incomplete Information:

One of the most common errors in docketing examiner and applicant-initiated interview summaries is missing or incomplete information. Interview summaries must include all relevant details, including the date of the interview, the names of all participants, and a summary of the discussion. If this information is missing or incomplete, it can cause confusion or delays in the patent process.

  1. Incorrect Dates:

Another common error in docketing examiner and applicant-initiated interview summaries is incorrect dates. The dates of interviews are essential for tracking the progress of the patent application, and errors in these dates can lead to confusion and delays. It is important to ensure that all dates are recorded accurately and consistently throughout the patent process.

  1. Failure to Record Decisions and Action Items:

During an interview, people make decisions and assign action items. These decisions and action items must be recorded accurately in the interview summary to ensure that all parties are aware of what was discussed and agreed upon. Failure to record decisions and action items can lead to misunderstandings and delays in the patent process.

  1. Lack of Consistency:

Consistency is critical in docketing examiner and applicant-initiated interview summaries. All information related to a patent application should be recorded consistently throughout the patent process to ensure accuracy and clarity. This includes the format of the summaries, the terminology used, and the information included.

  1. Failure to Update Information:

Finally, failure to update information in examiner and applicant-initiated interview summaries can lead to confusion and delays. It is necessary to document all modifications to the patent application accurately and promptly in the interview summaries to ensure that all parties are aware of the current status of the application.

In conclusion, docketing errors in examiner and applicant-initiated interview summaries can have significant consequences for the patent process. And It is essential to ensure that all information is recorded accurately and consistently to avoid confusion and delays. Patent applicants and examiners should make a concerted effort to identify and address these common errors to ensure that the patent process runs smoothly and efficiently.

Notice of Appeal:-

The Notice of Appeal is an important document in the US patent process that initiates the appeal process for a rejected patent application. As with all patent docketing, errors in the Notice of Appeal can have significant consequences for the applicant’s ability to appeal the decision. In this article, we will discuss some of the most common errors in US patent docketing in the Notice of Appeal.

  1. Missing or Incomplete Information:

One of the most common errors in docketing a Notice of Appeal is missing or incomplete information. The Notice of Appeal must include all relevant information, including the names of the appellant and the patent examiner, the application number, and the date of the decision being appealed. If this information is missing or incomplete, It is possible either dismiss or postpone the appeal.

  1. Incorrect Dates:

Another common error in docketing a Notice of Appeal is incorrect dates. The Notice of Appeal must be filed within a specific time frame after the decision is appealed. If the appeal is filed too early or too late, it may be dismissed. It is essential to ensure that all dates are recorded accurately and consistently throughout the appeal process.

  1. Failure to Include Required Documents:

Certain documents are essential to the Notice of Appeal, such as the appealing decision, and a copy of the rejected claims. If these essential documents are absent, the appeal might not be acceptable. And It is essential to ensure that the Notice of Appeal includes all necessary documentation.

  1. Lack of Consistency:

Consistency is critical in docketing a Notice of Appeal. All information related to the appeal should be recorded consistently throughout the appeal process to ensure accuracy and clarity. This includes the format of the Notice of Appeal, the terminology used, and the information included.

  1. Failure to Update Information:

Finally, failure to update information in the Notice of Appeal can lead to confusion and delays. It is necessary to accurately describe all changes to the patent application. and promptly in the Notice of Appeal to ensure that all parties are aware of the current status of the application.

In conclusion, docketing errors in the Notice of Appeal can have significant consequences for the patent process. It is essential to ensure that there is accurate documentation of all facts and consistency to avoid confusion and delays. Patent applicants and their legal representatives should make a concerted effort to identify and address these common errors to ensure that the appeal process runs smoothly and efficiently.

Categories
IP Docketing Softwares

4 Best IP Docketing Softwares For Small And Medium Law Firms

Do advanced features make the IP Docketing system best?

I understand it is quite puzzling to figure out what are the best IP docketing systems out there in the market. These days, docketing systems come with many advanced features. However, the question is, does a particularly advanced feature makes a docketing system best? Probably, no.


Five parameters for choosing the best IP Docketing (Intellectual Property Docketing) software.

The reason for my answer in negation is an age-old trite quote, “Beauty lies in the eyes of the beholder.” What I am trying to say is that the IP docketing system can be declared best depending on the users’ needs. I used the following five parameters to decide the four best IP Docketing or Intellectual Property Docketing software systems. I believe that every user looks for the following traits while choosing IP docketing software.

  1. Cost
  2. User Interface
  3. Automation
  4. Documents
  5. Auto-Docketing

Table: Comparison of four IP Docketing softwares

S. No.SoftwareCostWeb-basedDocumentsBillingPrivate PairClient ViewAutoDocketing
1AppColl Prosecution ManagerStarts at $100 a monthYesYesYesYesNoYes, partial monitoring required. US-based only. Foreign needs manual entry.
2Alt LegalStarts at $75 per monthYesYesNoNoYesYes, it automatically calculates deadlines for trademarks, US patents, and TTAB proceedings. Monitoring required. Foreign needs manual entry.
3DocketTrakStarts at $75 per monthYesYesNoYesYesAutomated trademark and deadline creation.  Requires manual intervention for both trademark and Patent 
4FlexTracStarts at $99.95 per monthYes. It also comes in the server-based package.YesYesNoNoYes, partially, monitoring is required. Further, their best features seem to be available in the server-based offer.

Which IP Docketing Software wins the race?

Considering the features, usability, and experience Menteso IP believes AppColl Prosecution Manager wins the race of IP Docketing or Intellectual Property Docketing software systems for small and medium law firms. AppColl has very easy to use interface with seven modules and no clutter in the user interface.

Who is the second-best?

The second best software that comes to mind is Alt Legal. If you don’t have to track your billing, Alt Legal can save some costs. Automated reminders, USPTO tracking, and USPTO updates notification are quite good at Alt Legal.

Who seems powerful?

Dockettrak is easy to use. Though, DocketTrak looks like basic software. Nevertheless, the most noteworthy feature with DocketTrack is that you can store unlimited records even with the basic package. Further, another great feature I like is client access, that too unlimited clients. As a result, one of our clients preferred this software over all others. Probably, because of the unlimited records and client access as a major reason. I believe this is one of the potential features the law firms always crave. DocketTrack has implemented client features smartly by merely allowing the creation of a user with limited access to particular client data.

Who can be available on an in-house server?

Above all, the fourth IP Docketing software FlexTrac is a robust system when deployed on a server. In contrast, the web version seemingly needs to catch up. If you recognize that your data needs to be saved strictly into your systems, you can consider the server version of this software. Notwithstanding, the server version might be a little costlier than the web version because of the upfront costs.

Finally, everything is in front of you; you need to take a call considering your requirements. You can also Contact Menteso IP for suggestions to your specific requirements. We wish you good luck with your choice of IP Docketing software.

Disclaimer:

Menteso IP is not in collaboration with any of the above software providers. Our views are for information purposes only and bear no legal liabilities.  We are sharing the information on our usage basis only. We have expertise in providing remote managed docketing services on all of the above IP Docketing or Intellectual Property Docketing Systems, including AppColl, Alt Legal, DocketTrak, and FlexTrac. Together with these systems, Menteso IP has the expertise and hands-on experience of providing services on other docketing systems as well, including Foundation IP, Anaqua, CPi, IP Manager, Memotech, IPFolio, etc. Contact us for our services-quote today.

Categories
Press Release

Menteso@ IIPLA Global IP Summit 2016 London

Menteso’s  participated in the discussion at IIPLA Global IP Summit 2018 about the importance of the outsourcing the IP services. IIPLA 3rd Global IP Summit 2017 is a leading event in the European region dedicated to bringing together a diverse set of IP professionals and expert from all over the world, including IP experts, owners and investors to discuss and find solutions for key issues and operational challenges faced by corporations and IP professionals today.

Shweta Swaminathan, VP-Operations provided in depth insights on the benefits of the outsourcing the IP services and how its benefits the company to focus on its core business.

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Press Release

Menteso is ISO/IEC 27001:2015 Certified for Security

Menteso (IP) Tech. Pvt. Ltd. is ISO/IEC 27001:2015 certified; we have achieved this milestone for establishing robust Information Security Management System (ISMS). We adhere to the highest standards of information security, client confidentiality, and trust. We have received this certification because we acknowledge the fact that your IP is your most important asset and we will always treat it with the greatest integrity.

ISO/IEC 27001:2015 includes management of information security in processes related to Information Technology, Client Servicing, Operations, Human Resources, and Administration. Our ISMS follows the approach of “develop, establish, implement, operate, monitor, review, maintain, and improve” thereby ensuring continuous up-gradation to and adherence of information security processes.

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Press Release

Menteso is ISO 9001:2008 Certified for Quality

We are proud to have been awarded ISO 9001:2008 certification from ISO (via KVQA), an internationally recognized standard that ensures services meet the needs of clients through an effective quality management system.

Our decision to work towards ISO 9001:2008 accreditation demonstrates our commitment to providing a high-quality and consistent service to our clients and our ongoing investment in technology, development and processes and procedures. To become ISO 9001:2008 compliant, Menteso IP underwent an evaluation process that included quality management system development, a management system documentation review, pre-audit, initial assessment, and clearance of non-conformances, all of which work to identify corrective actions that eliminate non-conformance to the quality management standard.

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Press Release

Mr. Azam Ghani with Dr. Talal Abu Ghazaleh, Chairman, Talal Abu Ghazaleh Organization

Mr. Azam Ghani presenting memento to Mr. Dr. Talal Abu Ghazaleh, Chairman, Talal Abu Ghazaleh Organization for his contribution to International Intellectual Property Law Association, Inc. (IIPLA) Dubai IP Congress 2015.