General Matters System
Computer Packages’ General Matters Software offers robust and flexible management for various legal matters (e.g., licenses, agreements, etc.) and their associated deadlines. The platform integrates seamlessly with CPI’s Patent & Trademark Management Software, linking General Matters to related patent and trademark records. This system integration allows for streamlined processes, ensuring accurate and timely management across all legal matter types.
With its automated workflows and flexible configuration, users can effectively manage deadlines, data entry, and reporting, reducing manual tasks and improving workflow functionality.
Flexible Matter Management
CPI’s General Matters Software tracks various matter types, including Agreements, Licenses, Oppositions, Litigation, Copyrights, and Domain Names, alongside their respective deadlines. The system’s configurable workflows allow users to tailor matter management to their specific needs. The intuitive design ensures efficient and accurate data entry, enabling teams to manage IP matters such as patent management and trademark management with ease. By utilizing the system’s advanced automation, the matter management process is streamlined, helping IP teams stay on top of critical tasks while reducing workloads.
Easily Track Related Matters
The system’s integration with CPI Patent and Trademark Management Software makes it easy to track and link related matters. Users can seamlessly connect General Matters with associated records in any CPI module. This integration allows for efficient management across the board, enabling you to view and update matter-related information without the need for multiple systems. Reports can be generated with data from all three CPI systems, providing a comprehensive overview of your portfolio reports and helping improve IP management efficiency.
Accurate Deadline Maintenance
Accurate deadline management is at the core of the General Matters System. Users can track an unlimited number of due dates for each matter, with the ability to set up rule-based actions. This feature ensures deadlines are met by automatically triggering task transfers and notifications across teams. Whether managing prosecution deadlines or creating a series of connected steps/events, the system provides the tools to maintain organization and prosecution deadline management through automatic docketing and automated docket reports.
Collaborative Document Management
The General Matters Software enables seamless collaboration with built-in email functionality and IP document management features. All correspondence sent through CPI is automatically saved to the corresponding matter record, making document retrieval quick and easy. With support for a variety of attachment types, including emails, PDFs, Word documents, and images, users can organize documents into customizable folders and subfolders. This feature ensures that all relevant documentation is stored in a centralized location, accessible at any time for fast Patent Data tracking and Patent Data validation.
Dynamic Searching & Flexible Reports
CPI’s General Matters Software offers an intuitive, user-friendly interface that simplifies data entry and report generation. All fields in the system are searchable, allowing users to quickly find the information they need by searching across multiple fields or combinations of fields. The system’s flexible reports provide multiple sorting and filtering options, ensuring that users can generate customized reports based on their specific needs. The ability to schedule automated reports and export data ensures that critical information is always readily available and delivered efficiently to decision-makers.
Contact Us
At CPI, we are dedicated to providing fast, reliable, and personalized support. For our IP Management Software details, training, or support requests, reach out to your local CPI representative or use our convenient Contact Forms below. Let us help you overcome your intellectual property management challenges and achieve your goals with tailored solutions.