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Matter Management Software

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Matter Management Software

Enabling Innovators, Simplifying Invention Disclosures

Matter Management Software is a comprehensive administrative platform designed to efficiently manage matters across diverse sectors. It streamlines the allocation of deadlines, correspondence management, document docketing, and reminders for filings and submissions, ensuring that no important deadline is missed and errors are minimized. With its intuitive interface, it enables in-house counsels and managers to transition to a fully paperless workflow, enhancing productivity and simplifying legal processes.

The software allows users to manage matters across a wide range of categories, including Trademark Drafting, Copyright Drafting, Design Drafting, Corporate Law, Trademark Investigation, Domain Name, Foreign Filing Licenses, National Biodiversity Authority matters, Patent Drafting and Searching, Trademark Searches, Criminal Complaints, Custom Recordable, Online Investigations, Case Law Research, Social Media Cases, Articles, Trademark Journal, Arbitration, IP Policy, IP Valuation, Legal Opinions, Legal Notices, Agreements (such as NDAs, Licensing, Assignment Deeds, Engagement, Franchising), Privacy Policies, and End User License Agreements.

Designed specifically for corporate environments, the software facilitates seamless collaboration among inter-departmental users, including in-house counsels, IP managers, R&D teams, business teams, management, and marketing staff, while maintaining secure, role-based access controls on a single unified platform.

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Product guide

Matter Management Software

  • secure, centralized, and resilient data storage hosted on the cloud
  • Reduced investment in IT infrastructure and lower dependence on IT manpower
  • Enhanced collaboration and teamwork through cloud-based access
  • Secure access to the system from anywhere, at any time
  • Noticeable savings in time and operational costs with a fully managed software solution
  • Significant reduction in the overall cost of managing the matter portfolio
  • Lower risk of errors through standardized and automated processes
  • Improved time management with faster and more efficient information processing
  • Supports scalability and helps drive business growth
  • Reliable and periodic MIS reports generated from a single, unified source for management review
  • Streamlined organizational workflows that are structured, accurate, and easy to follow
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Key Features

Matter Management Software

The Deadlines Calendar provides a clear overview of all upcoming internal deadlines, keeping users organized and on track. With intuitive color-coding for different types of deadlines, it’s easy to prioritize tasks immediately. The Legal Software Suite also allows seamless synchronization with personal Google and Outlook calendars, ensuring your deadlines are accessible anytime, whether on your phone, tablet, or desktop.

The Dashboard offers a graphical interface that delivers at-a-glance visibility into key performance indicators (KPIs) related to trademark ideation processes. It serves as a progress overview of trademark and brand requests submitted by the business team.

The Company module is designed to capture and manage detailed information for all group companies whose teams initiate trademark or brand requests. By centralizing company data, the module enables seamless retrieval at various points in the application, ensuring uniformity and accuracy of information throughout the system.

The application enables categorization of entire portfolios based on the organization’s divisions and sub-divisions, ensuring a well-structured data view. Access rights to division-level portfolios can be restricted according to user-defined permissions.

The system enables users to capture, manage, and access matter-related information, deadlines, and documents from the moment a matter is created. It supports assigning deadlines to team members, docketing documents, and formally closing matters upon completion, all within a centralized repository. This unified approach simplifies workflows for law firms and enhances productivity and operational efficiency.

The software also offers an automated, end-to-end process that manages the entire lifecycle of a matter through a purpose-built, open, and customizable workflow engine, allowing firms to adapt processes to their specific requirements.

A centralized docketing repository allows users to securely store and retrieve all case-related documents, deadlines, and details from any location at any time.

Users can import bulk litigation application data into the system using the Excel import feature, simplifying large-scale data entry.

New litigation cases can be created through the “Add New Case” option, where users can enter comprehensive case information such as litigation details, court information, case type, FIR details, plaintiff and defendant information, and advocate details.

The system supports docketing of various document types, including evidence, notices, powers of attorney (POA), and general powers of attorney (GPA). Documents can be downloaded individually as PDFs or exported collectively as a ZIP file.

External IP agents and attorneys can be granted secure, role-based access to manage the portfolios assigned to them. They can add case details, upload documents, and track deadlines while adhering to pre-defined access levels.

The software provides a centralized repository to store key instructions related to all litigation cases, enabling quick and easy access.

Users can record and manage all critical deadlines associated with litigation cases within the docket. Once a deadline is completed, it can be closed with a specified reason. Detailed information about each deadline can be viewed, and deadlines can be communicated to divisions or sub-divisions with a single click using pre-formatted email templates. The system also allows assignment of responsibility for deadline management to specific users.

Comprehensive summary reports can be generated to export all litigation details. Users can filter the report using a wide range of parameters to extract the required information and select specific columns for export to Excel. For deeper review, users can navigate directly from the report to the corresponding case.

The Deadline Reports feature enables users to view a list of upcoming deadlines that are due soon. Users can apply multiple filters to refine the deadline list and export the required data in Excel format. Deadlines can also be dismissed by users with an option to record the reason for dismissal. For additional information on any litigation item, users can click the arrow icon. If deeper review is required, users can select the litigation and navigate directly to the associated case.

The Document Reports module allows users to retrieve a list of documents uploaded into the system for a selected date range using various filter options. Users can download individual documents or export multiple documents at once as a ZIP file. For example, if a user needs to download all court orders for a specific division, subdivision, or company within a given month, they can apply the relevant filters and use the “Download Selected Documents” option. To review a document in more detail, users can move directly to the related case from the selected litigation.

The system also provides a master configuration feature where recurring variables can be defined once and reused across the application. This reduces repetitive data entry, eliminates hardcoded values, and supports scalability. Maintaining standardized variable values across the system also ensures consistent data usage and improves the accuracy of filtering and reporting.

The software allows users to store invoices received from third-party agents and attorneys related to litigation filings, record payments made against these invoices, and generate detailed analytical reports showing expenses incurred and payments processed.