This week, we added several new client management features to IP Forecaster. We also continue to refine and improve Route Finder, delivering a cleaner, more compact experience when exploring Unitary Patent options.
Let’s see what changed!
IP Forecaster: Client Management
We’ve made it easy for law firms to manage clients and any special fees they may have. Just click on the “Client” menu item on the sidebar and then search, add, edit, or delete client records as needed.
IP Forecaster: Client Discount Management
We now support a variety of different fee arrangements, including discounts. To apply a discount to your standard fee schedule, simply put a discount percentage in the client record and indicate what it applies to. You can apply discounts to all fees or have specific discounts for different services. Once you enter your discount, the forecasting engine will handle the rest.
IP Forecaster: Client-Specific Fee Schedules
In addition to discounts, firms can now easily create specific fee schedules for their clients. It’s simple to create different fee schedules for different countries and also different fee schedules for international associates.
IP Forecaster: Unitary Patent Improvements
We’ve improved the look and feel of the Unitary route option in Route Finder. By default, it’s now collapsed and can be expanded (if desired) to see all Unitary Members.