What programs do folks prefer for IP caseload organization and docketing? Most firms seem to use:

--CPI (caseload),

--IPDAS (IDSs, document generation) and

--Imanage (document storage).

Anybody doing something different and love it? Anyone used Anaqua?

like
Posting as :
works at
You are currently posting as works at

Former patent assistant - the firms I worked for all did CPI, IPDAS, Imanage. We had clients who used Anaqua and would ask us to upload filed documents there. I thought it was pretty user friendly and seemed to work well. I used to take the train with a sales person who worked there and it also seemed like that team was working hard to try to take market share from CPI/IPDAS, so probably worth at least seeing a demo.

like

Former patent & TM paralegal turned atty and have used multiple different softwares at various firms. Foundation IP is by far my fave - extremely customizable, can also store docs in docket tasks, and it has a fantastic case relation/IDS creation tool.

like

I'm an IP paralegal (30 years) with experience in patents and trademarks. I honestly can't remember a bunch of the programs I've used (the first docket program was dos based!), but most I've found have good and bad.
Most recently, we used Anaqua. I was inhouse so the only patent docketing was for our records and status of applications, outside counsel kept track of the docket. The main focus we used Anaqua for was annuities. As long as we had our records current, Anaqua would pay the annuities well before the deadlines, handle the foreign paperwork for filing, and invoicing was simple.
The best thing about Anaqua was report generation. You could tailor reports with the info you needed and it would download it to Excel for easy editing.
When creating patent records, you would create the family, then when filing non-provisionals, PCT/EP. foreign filings, you could created from the parent and the children (US and foreign) would be created - instead of creating a new record for each filing. Especially helpful for PCT/EP and foreign filing (which for us, could be 15 records or more!)

(reading some of the other responses...) we could upload documents from imanage into Anaqua. So correspondence, PTO documents, executed documents, etc. could be put in the Anaqua record.

Related Posts

Flexible Compensaton Plan-1: Option includes components like Meal Vouchers, Conveyance, NPS, LTA, Medical Reimbursements etc.
How much amount for medical reimbursement will be deducted monthly? CGI

What is the salary of a associate product manager at Gartner India

like

My RL didn’t have a formal mid year pre CRT review with me. He just pinged me and said: I’ll represent you. Utilization = 75% and average snapshots. Am I at risk?

like

Insights into the best consulting firms for public service/ nonprofit work?

like

Do you thank your tenants for paying the rent? A quick thank you text?

like

If you leave the firm (EY) do you get paid out for leftover PTO??

like

Do Wipro have holiday on 11 and 19?Wipro

Any advice for understanding whether sourcing would be a good match for your personality/innate skill set?

Im pretty extroverted, I have been told in reviews that I peak in verbal communication, and I have really loved conducting expert interviews in DDs.

However, I’ve worked some sales jobs in the past, and I had a hard time with the variability and staying positive bad times when nothing is sticking.

like

If you had to guess when oncycle will be, what would you say? I’ve heard funds were disappointed by participation rates and quality last time, so I’m curious to see if they can show enough discipline to wait this year.

like

Anyone with insight on Tenzing Private Equity? Everything notable is appreciated!

Any NJ attorneys? Looking for Labor and Employment Attorney 4-6 years of experience. Pay range $220,000-$250,000

like

Hi, am interested in applying to Putnam UK via positions shown on Linkedin. Anyone willing to chat or perhaps provide a referral? Thanks in advance!

like

Thoughts on homage watches?

like

I’ll be promoted next year to senior but I’m in a niche role where I don’t see myself long term. Should I make a job switch now or should I wait to get promoted to senior? I currently have 1.5 years of experience.

like

Have been looking for accounting advisory jobs and can’t seem to find any. Are firms hiring again?

like

Is FDD more enjoyable work-wise than Accounting Advisory Services (CMASS, FAAS, etc.)?

like

Hey Accenture India any openings for java, i have around 9+ yrs of experience and currently working as project manager at CTS, I am an ex employee of Accenture.

Is there any way to get a job in corporate without a referral or network with very minimal experience due to age/studies? I need more opportunities

like
like

Additional Posts in Intellectual Property Law

Does anyone know of ways to get practical experience in copyright/trademark law? I have been looking to change practice areas and would like to learn more!

like

Is there anyone here???? I have an IP question to discuss but it seems like it’s a ghost town

like

Is it a viable business opportunity for a mid level patent litigation associate to leave BigLaw and consult? Service could include pre-litigation diligence (e.g., pre-litigation infringement analysis) for funding companies and law firms, overflow work, consulting for patent prosecution firms that take on ipr or litigation work, litigation consulting for tech companies that don’t have in-house counsel. Cross posting this in the BigLaw bowl.

like

Potential client owns eCommerce site selling graphic design caricature posters of celebrities from independent artist submissions. Is there name & likeness issues with client selling the posters w/o celebrity approval?

Any ideas for automating IP legal work?

What IP software do you rely on for your relative IP practice?

like

Looking for advice for a competitive salary range for a 3rd year IP attorney in Southwestern US.

like

Anyone use a ghostwriter for their IP blog? Any tips in providing guidelines to the writer would be helpful.

like

How much do you bill per month as an associate in patent prosecution? I struggle when I get over 170.

like

Although I know you don’t need to pass the patent bar to “technically” do patent litigation, would it be a dead end move to pursue patent litigation without a technical degree / admission to the patent bar? In other words, would most BL firms refuse to staff associates on patent litigation cases if they don’t have a technical degree?

Currently a trademark prosecution attorney that does some trademark / copyright litigation.

like

Trademark confusion question. New to TMa here.
Do you think these names would be confusingly similar in same class of services?

MANUFACTURETALK vs MANUFACTURE HAWK

Not real names. Both start with same term - diff is between talk and hawk? I think it wouldn’t be confusingly similar as talk and hawk elicit diff meaning to a consumer. What you think?

Does anyone know the story with Paul, Weiss IP departures?

like

I recently started with Firm A (AM Top 200), and Firm B (AM Top 50) reached out for an interview. Given the potential pay with Firm B is significant (I’d say life-changing), I scheduled the interview. Should I disclose Firm A during the interview or wait and only disclose if Firm B makes an offer? Between now and the interview, I will not have completed any significant work for Firm A.

like

What is your best marketing method to acquire new IP clients? Facebook? Tiktok? Word or mouth?

Any good recommendations for keeping up with new developments in a technical field? Maybe subscriptions to open access journals?

like

Anyone have a sample contract clause for a procurement situation where you want the vendor to take responsibility for acquiring third-party software licenses and pass the license rights through to your client as part of the end deliverable?

like

Hello All. I am a recent licensed attorney in NY and AZ. A former judge from Albania. I hold a JD from ASU. Unfortunately, being only focused on trademark associate positions, I have not landed my first year associate job. Actually working in house as a trademark paralegal. Do you remember how did you get your first job as a trademark attorney? Where is a good place I should send my resume in AZ, NY, or for remote? New in the States and I do not have such network! Thanks

like

What kind of copyright work can you practice for clients outside your jurisdiction without violating ethical rules besides copyright registrations.

Potential client owns an e-commerce website selling graphic design posters (think college type posters) submitted by a freelance artists. Most of sales are from posters based off of celebrity musicians. Does client need a license from the celebrities to sell graphic posters of the celebrities even though it is from freelance artists?

Hi, I just passed the bar exam! I am planning on starting my own firm and will start off practicing trademark registrations. What are some tips you have for starting off with trademark registration practice.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal