IP Forecasting Onboarding Questionnaire
Contact and Organization Details
Here, we confirm the site admin and organization details

Please enter your primary administrator's name*

Please enter your primary administrator's name*

This is the name we will use when we set up your site's administrative account

Provide your admin's email address*

Provide your admin's email address*

We will use this address to set up the admin account (you can have multiple admins)

Provide any other admin names and emails you would like us to set up

Provide any other admin names and emails you would like us to set up

You can create as many admin accounts as you would like. We are also more than happy to invite other administrative users when we provision your site.

How would you like your firm's name displayed on the site?*

How would you like your firm's name displayed on the site?*

This will be used in exports and on the navigation sidebar and can be changed at any time

Upload your preferred logo (Optional). This will be used in exports and on the navigation sidebar.

Upload your preferred logo (Optional). This will be used in exports and on the navigation sidebar.

Upload logo, 5MB Maximum

This type of file isn't allowed
The file size must be up to 5 MB
Forecast Basics
Here, we collect the information needed to set set your default settings

What is your default application language?*

What is your default application language?*

Default Language

Do you want to include drafting costs in your forecasts?

Do you want to include drafting costs in your forecasts?

Some firms want to include drafting costs in their forecasts; others don't. You can always decide later; nothing is set in stone.

Do you want to include office action response estimates in your forecasts

Do you want to include office action response estimates in your forecasts

Some firms want to include office action cost estimates in their forecasts; others don't. You can always decide later; nothing is set in stone.

What is your default currency?*

What is your default currency?*

Default currency

Fee Customization
Almost done! Here, we make sure we know what types of fees we will be configuring for you.

Will you be providing us with foreign associate fee schedules?

Will you be providing us with foreign associate fee schedules?

These are fees for services performed by your international associates

Will you be providing us with your fee schedules

Will you be providing us with your fee schedules

These are fees that you charge your clients

Will you be providing us with translation fees that aren't part of your international fee schedules?

Will you be providing us with translation fees that aren't part of your international fee schedules?

These would typically be translation costs from commercial vendors like RWS or Morningside

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