<\/span><\/h2>\n\n\n\nClient Requirement: <\/strong>The client\u2019s patent and trademark portfolio was growing swiftly, and they wanted to manage their dockets systematically and transfer all their internal data from spreadsheets to an online docketing platform. They had previously used tools (such as AppColl) to monitor their upcoming PTO deadlines closely and manage their portfolio but now needed support with a larger portfolio.<\/p>\n\n\n\nSolution Provided by Sagacious IP<\/strong><\/p>\n\n\n\n\n- Sagacious IP\u2019s docketing team started by fully understanding the client\u2019s requirements and suggested using a particular docketing tool that best suited their purpose.<\/li>\n\n\n\n
- The team then transferred all the data from the spreadsheets to the tool and created country-wise records.<\/li>\n\n\n\n
- Then they visited the official PTO sites to verify the bibliographic data to ensure the accuracy in records.<\/li>\n\n\n\n
- The team then started regular docketing of all previously received emails on the tool so the client could view the records in the database. Sagacious IP\u2019s docketing management experts also helped the client set up the docketing process.<\/li>\n\n\n\n
- Since the project is now an ongoing one, the docketing team now updates the bibliographic data, creates tasks, sets deadlines per the PTO notices, and uploads the document in the corresponding job so that the client does not have to search for the PTO notices in the mailbox.<\/li>\n\n\n\n
- Now that the docketing tool and process have been set up, the team is regularly processing current incoming emails. The database is up to date, and the client can easily view the bibliographic data, PTO status, and upcoming PTO deadlines on a single web page.<\/li>\n\n\n\n
- Sagacious IP also provides weekly and monthly deadline reminders to the client so that the response to all those notices can be filed on time and avoid extra fees for extensions.<\/li>\n<\/ul>\n\n\n\n
Outcome<\/strong><\/p>\n\n\n\nSagacious IP helped the client set up their docket management tool and started taking care of all the PTO deadlines. It allowed them to view their portfolio at a centralized location and have visibility of all the ongoing prosecutions and the current statuses of their patents and trademarks. It also helped them manage budgets by reviewing the list of upcoming tasks that needed an official fee.<\/p>\n\n\n\n