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Beyond Docketing: Managing IP Effectively

Analytics
Tags: PATTSY WAVE

IP operations teams are being asked to take on significantly more responsibilities than ever before in managing IP practices. In addition to maintaining patent and trademark portfolios, IP professionals need to ensure the integrity and accuracy of IP data, handle complex IP data requests, and identify ways to improve efficiencies.

 

Coupled with these increasing demands, the pandemic has caused many law firms to transition to remote working environments. Whether they have settled on a completely virtual approach or a hybrid version, they must now be able to rely on software that can be used anywhere and at any time, without impacting their team’s productivity. PATTSY WAVE® provides real-time access and insight into your firm’s portfolio and tools that will benefit IP teams whether they’re working from the office or their living room.

 

IP Operations Efficiency: Interactive Dockets

 

The Interactive Dockets are a great example of how PATTSY WAVE supports IP teams in today’s multi-office and remote work models. When attorneys and paralegals log onto PATTSY WAVE, their personal docket reports display as their opening screen. From there, they can view documents, communicate with clients and colleagues, and access any data in the system. One of the most powerful aspects of Interactive Dockets is the Docket Instructions feature.

 

  • Docket Instructions provides a mechanism where attorneys and paralegals can add instructions for their docket team right onto their to-do lists.
  • When the docketing teams run their version of the Interactive Dockets, they can receive and act on instructions from their colleagues from across the firm.
  • There’s no need to markup paper docket reports or pass an endless stream of emails across the office. This helps all your teams work more efficiently and accurately by keeping communications contained entirely within the system.

 

The Docket Instructions feature streamlines communication within your firm, helps docketers work more productively, and reduces risks associated with transcribing information from emails or notes to the IP software.

 

Real-time IP Portfolio Visibility

 

Our customers told us they needed more visibility into their portfolios and mechanisms to measure how their firm was performing. So we’ve introduced intuitive dashboards that will provide firms with new perspectives into their practice and empower IP operations to help their teams work more productively.

 

One of these is the new Workload Management dashboard, which will help IP administrators manage their practice more effectively. This dashboard is designed to help answer questions such as:

  • How much work is coming into our firm today, tomorrow, or next month?
  • When can our team expect heavier or lighter workloads?
  • Which individuals are overloaded with certain tasks and who has available bandwidth?

 

This kind of information will help administrators assign work to appropriate team members across your firm.

 

The Performance Analysis dashboard provides indexes that measure the performance of your firm over time. It can help evaluate the performance of different office locations or measure the effectiveness of foreign associates.  You can compare data from three years ago, two years ago, and last year, to gauge whether the efforts you're making to help your practice run more efficiently are working.

 

Workload Management Dashboard in PATTSY WAVE

 

Simplify IDS Management

 

Streamlining the management of prior art submissions is essential for protecting the interests of your clients and avoiding bogging down your IP team with unwieldy processes. PATTSY WAVE’s IDS management tool helps your team cross-cite prior art between related matters and then generate Information Disclosure Statement (IDS) submissions with a click. Great new features in our IDS management tool will help users take advantage of on-the-fly data validation to populate IDS submissions more efficiently than ever before!

 

Clients love PATTSY WAVE for being the most efficient, user-friendly, and intuitive IP docketing software on the market. Innovations such as the ones described here are just some of the ways that we support IP operations teams in taking advantage of the valuable data they have at their disposal and helping them meet the demands of an ever-evolving IP landscape.

 

Learn more about the Next Generation of PATTSY WAVE

Written by: Michael Frechtman, Senior Director, Law Firm Products and Accounts