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What is Iolite – Intellectual Property Management ERP System ?

Intellectual Property Management ERP System, ip management erp system, ip management software, portfolio management software

Iolite – IP Management Software transforms the office of the IP Attorneys, Owners, Advocates & Solicitors paperless. Software is designed to manage complete work flow for Intellectual Asset manager’s to eliminate errors and never miss important deadlines. IP Management ERP System helps to track current & pending status of cases including hearing dates, due submissions and client correspondence. Day to day workings of all IP departments becomes more structured, simplified, swift and accurate.

The software provides complete case work flow process management for the following sections.
4. Copyrights and its opposition
5. Litigation
6. IPAB

Key Features of Iolite – Intellectual Property Management ERP System :

Key Features of Iolite – Intellectual Property Management Software :

This features are available in Patent, Trademark, Design, Copyright, Litigation and IPAB
  • Allocate Work to staff for completion of filing with due dates for filing and compliance
  • Manage Cover letters with template designer to create letters as per standard format
  • Form Management with template designer to create and store all application forms and their next submission due dates
  • Hearing Module to track and prepare schedule for upcoming hearing due dates
  • Order Management to store the orders received at various stages of filing
  • Manage Billing module for billing of various task e.g. filling charges / fees paid to Office
  • Client Document Management to organize the client documents under various categories
  • Pre & Post Registration Publication Management to store publications & corrigendum
  • Examination Report module to store the received examination report & its compliances
  • Automated updation of case status at various stages of case filing
  • Facility for transferring the case to new client / associate on sell, lease or purchase

Patent & Opposition Case Management :

The Patent Case Management System manages the following set of cases under patent :
1. Indian Patent Application
3. National Phase In India
5. PCT Filing
2. Conventional Application
4. National Phase Outside India
6. Patent of Addition

Key Features of the Patent & Opposition Case Management :

  • Create new cases with specific workflow as per rules for any of the above 6 types
  • Manage case details of patent case for within India & Foreign fillings like Applicant details, Company Signatories, Inventors, Signatories and various application dates
  • Fees Receipt Management to keep track and accounts for all Patent receipts received
  • History Management in case of foreign filling to have a completely free flow of case working where complete tracking can be done as per user’s specification
  • Opposition Management to manage pre and post grant opposition against the filed application, track their reply due dates and manage their hearing and orders
  • Drawing & Abstract Management to store all the drawing and abstract for the filling
  • Renewal Management with renewal calculator to calculate the renewal amounts and create preformatted renewal applications
  • Facility to store Grant, Rejection or Abandon details
  • PCT filing with IER and ISR due date management
  • Facility to store priority no, dates, search authority and other case intensive details
  • Complete Patent work flow validation with warnings on wrong filing

Trade Mark and Opposition Case Management :

The Trademark Case System manages the following set of cases under trademark section :
1. Indian Applications
2. Outside India Applications

Key Features of the Trade Mark Case Management :

  • Manage inquiries of Trademark & submit Search Reports to clients in preformatted letter
  • Create cases of Indian and Foreign Applications with complete work flow process
  • Manage complete application details of Trademark name, logo file, applicable classes with list of goods, user date, registry applying to, country of filing, application no etc
  • Calculation of extra amount to be paid for excessive characters used while filing
  • Fees Receipt Management to keep track & account for all Trademark receipts received
  • Renewal Management with reminders for upcoming due renewals
  • Complete Trademark work flow validation with warnings on wrong filing
  • Manage, store & track Interlocutory Petition, Review Petitions & PR History

Key Features of the Trademark Opposition Management as applicant or opponent :

  • Create and manage Trademark Opposition cases with completed case details of opponent part, attorney, disputed trademark and applicant’s details
  • Tracking of complete opposition status with display of current stage and all previous stages of filing with due dates
  • Facility to store Affidavit under Rule Sections and Forms
  • Facility to store Show Cause Notice, TM-16, Interlocutory Petition, Review petition
  • Complete Opposition Trademark work flow validation with warnings on wrong filing

Design Management :

The Design Case Management System manages the following set of cases under design :
1. Reciprocity filing
2. Indian filing
3. Foreign filing

Key Features of the Design Case Management :

  • Manage case details i.e. details of company profile or applicants, design details with the different views of the model and various application dates
  • Fees Receipt Management to keep track & account of all the Design receipts received
  • Opposition Management to manage opposition of rectification/cancellation against the filed application, track their reply due dates and manage their hearing, orders and status
  • Certificate Management with certified copies, duplicate certificate and normal certificate
  • Complete Design work flow validation with warnings on wrong filing

Copyrights Case Management :

The Copyright Case Management System manages following types of copyrights application for different nature of work.
1. Artistic work
2. Architectural
3. Literary
4. Dramatic
5. Musical
6. Artistic work for goods

Key Features of the Copyright Management System :

  • Manage case details of Copyright Applications
  • Fees Receipt Management to keep track & accounts of all Copyright receipts received
  • Certificate Management & Verification
  • Facility to manage Opposition case of Legal Petitions filed at Copyrights Board
  • Complete Copyrights work flow validation with warnings on wrong filing

Litigation Case Management :

The Litigation Case Management System manages following types of litigation applications :
1. Trademark
2. Patent
3. Copyright
4. Design

Key Features of the Litigation Case Management :

  • Manage case details of Litigation Cases i.e. store details of case profile with type & court details, case cause details, agents / advocates, opponent parties & their advocate details
  • Government Documents storage as per categorization
  • Document management to organize the documents under various categories
  • Fees Receipt Management to keep track and accounts of all the receipt received
  • History Management to have a completely free flow of case working where complete tracking can be done as per user’s specification
  • Facility to store the Q & A’s exchanged during the examination and cross examination session of court which would prove a helpful resource for reference at later stage
  • Expense Management to manage all the expenses incurred during the case proceedings and keep a track record of the same
  • Interim filing section to docket the filing and replies received during interim filing. Along with it the due dates of the filing are also managed
  • Facility to docket caveat application filing records, also generate due dates and alerts of reminder for next caveat application filing
  • Complete Litigation work flow validation with warnings on wrong filing

IPAB Case Management :

The IPAB Case Management System manages following application in IPAB.
1. Rectification Application
2. Original Appeal
3. Review Petition
4. Miscellaneous Petition
5. COD Application
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