I have worked in IP for 21 years and have used the majority of IP Docketing Software available throughout my career and can honestly say that Patricia is the best. This system not only can be used for IP Docketing but can be used as Contract Management and/or Document Management systems. Patricia's workflows are exactly like the day to day activities whether your are working in a law firm or corporate law department. The database is customizable which enables clients to docket items in accordance with the firm's or departments docketing procedures. The system includes country law updates which are easily downloaded from Patrix's website. In addition, Patrix's IP Annuity Service handles all of our annuities due with a one step setting to enable Patrix to know which cases should be paid or not. The exchange of information is done electronically and all annuity receipts are imported into the corresponding case without having unnecessary stacks of annuity receipts that are either tossed or left in a drawer for filing (which never get filed by the way). By far this is the most advanced system in the IP Docketing arena. I use Patricia to docket all of my patent and trademark cases, contract management including expiration dates and Annual Reporting/MARs for license agreements as well as a document management system where every email or document is captured in the applicable matter. Customized reports can be created on the back end in SQL Server Management Studio if needed as well as in the Report Runner. All in all, I highly recommend Patricia for any law firm or corporate law department.
What do you dislike?
The only issue I have found in the last seven years of using Patricia is the reporting function. Sometimes it seems it can be difficult to extract the information in the front end because a report needs to be created first. This is the reason that I use the back end to take existing SQL scripts and customize them to add the certain data that I need. Once created, I can take the SQL query and create a new report in Report Runner which can be ran by any person that has been given access.
Recommendations to others considering the product
Please contact Patrix before purchasing another docketing system. You will never go back to the old way of docketing.
What business problems are you solving with the product? What benefits have you realized?
This system has enabled our corporate law department to manage our annuities at a low cost instead of having to pay a law firm or another separate annuity service substantial amounts of money because they usually charge from $100-$500 per case. With Patricia our savings are substantial and with all of the systems in one package, there is no need to purchase separate database software systems.
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