This week, we put a lot of time into our client management and configuration tools. Now, you can easily import your clients and their docket items from your IP Management system and include client-specific filing plans. Next up – trademark planning features!
Let’s check out our IP cost estimation updates!
IP Cost Estimation: Client-Specific Filing Plans
You can now create custom filing plans for your clients! This new feature makes it easy to configure and use client-specific plans in financial forecasts.
Client Planner: Docket File Import
Your IP Management system is going to have your clients’ most current prosecution details, so we’ve made it possible to import your completed and upcoming docket details. Client Planner automatically connects costs with docket due dates to improve plan accuracy.
IP Cost Estimation: Automated Client Creation
We want you to be able to get up and running quickly, so, Client Planner can now scan for new clients and automatically create them.
