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Patricia IP Management

Patricia IP Management

4.4
(14)

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 Damian W.
Damian W.
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Verified Current User
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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 Carlos B.
Carlos B.
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Verified Current User
Review Source

"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
Validated Reviewer
Verified Current User
Review Source

"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 theo m.
theo m.
Validated Reviewer
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 Ivan M.
Ivan M.
Validated Reviewer
Verified Current User
Review Source

"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 Wilhelm P.
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.

Patricia IP Management review by Suzi M.
Suzi M.
Validated Reviewer
Verified Current User
Review Source

"Patricia Management System"

What do you like best?

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.

Patricia IP Management review by Kyla G.
Kyla G.
Validated Reviewer
Verified Current User
Review Source

"Docket Manager"

What do you like best?

It is user friendly and we like the team approach

What do you dislike?

Hard to search in diary fields and the letter templates are not easy to edit and add fields to

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

we are currently working on zeroing out our dockets

Patricia IP Management review by User
User
Validated Reviewer
Review Source

"Great capabilities and customizations possible"

What do you like best?

The ability to do almost anything with the Patricia.

What do you dislike?

Problems that come up with updates and the cost to have Patricia on each desk top.

Recommendations to others considering the product

Get everything you can at the front end and have Patrix help you go through all set up - even if it takes several months. We took an "out of the box" package without much help at the beginning and it was hard to get to where we are today.

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

We use Patricia for docketing patents and trademarks. It is a very flexible software.

Patricia IP Management review by User
User
Validated Reviewer
Verified Current User
Review Source

"IP docketing par excellence"

What do you like best?

- Deadline handling

- Email functionality

What do you dislike?

- Financial module is difficult to use

- Jboss slows down server

-

Recommendations to others considering the product

Yes

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

IP docketing

Patricia IP Management review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Requested by company"

What do you like best?

all services in one place. Annuity and renewal payment, documents, deadlines,

What do you dislike?

access via Citrix because of security reason

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

manegment of patents

Patricia IP Management review by Geraldine M.
Geraldine M.
Validated Reviewer
Review Source

"For docretin pjrposes"

What do you like best?

PATRICIA is user friendly and easy to move around.

What do you dislike?

Needs more options for docketing purpose

Recommendations to others considering the product

Absolutely

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

Makes docketing easier

Patricia IP Management review by User
User
Validated Reviewer
Review Source

"Useful product"

What do you like best?

The interface is intuitive and easy to navigate. Customer support is good.

What do you dislike?

This product takes some training to be able to maximize its usefulness. New employees spend time learning it.

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

This product is useful for tracking some of the metrics we used.

Patricia IP Management review by User
User
Validated Reviewer
Review Source

"Patent prosecution partner and docketing."

What do you like best?

Flexible and powerful system

What do you dislike?

not much

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

Patent prosecution docketing.

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