Patricia IP Management

Patricia IP Management

(14)
4.4 out of 5 stars

Patrix specializes in software solutions with Patricia®, an all-inclusive, platform agnostic, IP case management system that has helped professionals for over 20 years. Our philosophy is to safeguard your investment for years to come by providing continuity to our clients in our product development, choice of technology, and upgrade path. Choosing Patrix as a partner means zero upgrade fees, full transparency on costs, and the latest technology at your fingertips.

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Patricia IP Management review by <span>Damian W.</span>
Damian W.
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"Patricia is really helping"

What do you like best?

Everything is connected and possibly automating for quality most of law practice with Patricia. Document management could not be simpler and we use for our cases and emails with the time savers of automatic storage to the case of emails and Outlook emails by Plug-in. We are using the case Invoicing and financial aspects. Just a solid platform that just works for us.

What do you dislike?

The one price list forming button. The drop down to pick the Work Code under the Work Code Text Tab Blue horse requires too many clicks or dragging when working with longer lists. Similarly, it would be nice to be able to configure the charging in Red Horse so that, for example, only the applicable fee codes (subset) are available rather than all. Then the user on a task could only charge the available fees in an invoicing process.

Recommendations to others considering the product

Many of the on-line interfaces do not provide the necessary detail for a professional practice.

What business problems are you solving with the product? What benefits have you realized?

We feel the IT hosted solution is best - as it is fast and allows me to operate on the East and West Coast with can scale using the hosting solution

benefits

Document management could not be simpler and we use for our cases and emails with the time savers of automatic storage to the case of emails and Outlook emails by Plug-in. We are using the case Invoicing and financial aspects.

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Patricia IP Management review by <span>Carlos B.</span>
Carlos B.
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Verified Current User
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"Comprehensive and flexible IP management tool. "

What do you like best?

I think Patricia's flexibility is what makes it different and has allowed us to adapt the software to meet most of our customer's needs and demands.

What do you dislike?

I think reporting is still a feature that is not as easy to use and easy to create or design from scratch. Also , we started using Patricia Collaboration Portal and we have struggled to configure it for different types of users. Lastly and this is probably more related to our firm that we are still not using all features to take full advantage of the software.

Recommendations to others considering the product

It is an investment and requires a leader within the organization to implement and take advantage of the main features. Also in the case of Latin America customers, which is our case, be aware that some of the features related to e-filing will not be available.

What business problems are you solving with the product? What benefits have you realized?

In general we get all kinds of requests from different clients for their specific needs such as reporting, invoicing and communicating. Patricia has allow us to meet most of these different requests. Also, Patricia is allowing us to create letters from templates that are almost readty to be sent to the client. We have reduced response time and accuracy significantly thanks to Patricia.

What Intellectual Property Management solution do you use?

Thanks for letting us know!
Patricia IP Management review by Administrator
Administrator
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Verified Current User
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"Great customer service"

What do you like best?

Customer service; Raul Duarte has been great business partner to us and we learned a lot about Patricia in

a very short time.

What do you dislike?

There is no automatic incorporation of developments on your portfolio without feedback by the user; also, the lack of an annuity payment platform provided by other companies in the same line of business (i.e. competitors) is an advantage they have over Patrix (Patricia). I do believe that the Patricia software could be even more friendly to use, because of the database included among the software your really cannot see it unless you download a report or you make your search on a case by case basis.

Recommendations to others considering the product

Great product for your money. I would suggest using Patricia as an anuity payment solution for your patent or trademark portfolio in order to avoid big law firm fees for a lower fee and in a cost effective spirit.

What business problems are you solving with the product? What benefits have you realized?

Anuity payments and database. Our portfolio control is way better than it used to be, and now Patricia is our exclusive source of information on Intellectual Property related matter regarding our portfolio.

Patricia IP Management review by <span>theo m.</span>
theo m.
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Verified Current User
Review Source

"big digital transformation!"

What do you like best?

Working with workflows has allowed us to become more structured in the way we work.

What do you dislike?

longitude of implementation and the support we received.

Recommendations to others considering the product

Patience and a lot of prior customization. Have a strong project management tool and try to have everyone in the office integrated in the process as it becomes difficult to convince your employees to change working habits to a new software.

What business problems are you solving with the product? What benefits have you realized?

we have four different locations and need to access the same live data in all of these offices simultaneously, Patricia allows us to do this.

Patricia IP Management review by <span>Ivan M.</span>
Ivan M.
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Verified Current User
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"It works and is flexible"

What do you like best?

We can make new things without needing Patrix assistance. The Patricia Maintenance is very powerful

What do you dislike?

Some guide on how to work with maintenance. The courses of training are good but may be some assistance after the training may be hepful.

Recommendations to others considering the product

Scalable, adaptative, could work with groups, is oriented to the IP Management

What business problems are you solving with the product? What benefits have you realized?

Organization of the processes inside the business logic. Reading information from Romarin..

Patricia IP Management review by <span>Wilhelm P.</span>
Wilhelm P.
Validated Reviewer
Verified Current User
Review Source

"Patricia Reviewed (by a short-time user)"

What do you like best?

The ability to configure almost any field name or workflow to meet your business naming and operational standards.

What do you dislike?

There could be more copy/paste abilities from within the program.

What business problems are you solving with the product? What benefits have you realized?

Integrated patent management solutions via software consolidation. We are looking to Patricia to handle a number of tasks that currently are managed through multiple software programs.

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