Trademark Management System
Our Trademark Management Software is the premier solution for efficient and accurate trademark portfolio management. Designed with advanced automation and intuitive workflow functionality, this platform streamlines critical tasks such as automatic docketing, prosecution deadline management, and data validation. With seamless integration of trademark office data, your portfolio expands effortlessly, while logos are automatically added to CPI records, ensuring enhanced data accuracy.
This cloud-based software, fully mobile-responsive, supports unlimited users and customizable permissions, providing secure access for business units, legal teams, clients, and trademark agents. Every subscription includes comprehensive training and support from experienced CPI professionals, ensuring your team has the guidance they need at no extra cost.
Seamless Delivery of Trademark Office Data
Our latest solution offers direct automation for trademark office data delivery, seamlessly integrating images and documents into the appropriate trademark records within CPI. The software enables an effortless comparison between user-entered data and official trademark office information, ensuring your trademark database remains accurate, up-to-date, and complete.
Fast and easy transfer of official trademark office data and images directly into your trademark management software.
Automatic comparison of your bibliographic data with trademark office records for enhanced IP data validation.
Electronic updates automatically fill in missing IP data using verified trademark office information.
Simultaneous electronic transfer from trademark office sites directly to trademark administrators and attorneys.
Automatic Deadline Calculation
A reliable trademark management software requires more than just accurate data—it also needs dependable prosecution deadline management and adaptable reporting tools. Our system calculates deadlines automatically based on the prosecution dates for each trademark, country, and type of filing, using the most current requirements for each jurisdiction. Users can configure their own automated deadlines and reminders, ensuring full control and flexibility.
Through CPI Quick Docket, docketing staff and trademark attorneys can view upcoming actions in real-time from any computer, smartphone, or tablet. This advanced solution reduces data entry needs and enhances security by automatically importing trademark office data, actions, and images directly into your CPI trademark management software.
Trademark Search Request System
CPI’s Decision Management tool allows you to efficiently manage the submission of new trademark requests and track search progress. The module features a user-configurable questionnaire, automated workflows, and seamless integration with CPI’s Trademark Management Software to streamline your trademark search process. This powerful system improves workflow functionality by ensuring each step is tailored to your needs and executed automatically, saving you time and ensuring accuracy.
Trademark Renewal Management
Centralize your trademark deadline renewal management and streamline your process with our comprehensive solution. Send reminders to decision-makers about upcoming renewals, providing them with login access to the Trademark Renewal Portal. Decision-makers can review detailed records with direct weblinks to trademark offices and then provide instructions to main users to process and close actions in batch. This integrated approach helps maintain compliance and reduces the risk of missed deadlines.
Comprehensive Searching & Reporting
CPI’s Trademark Management Software’s user-friendly design makes it easy for you to view, search, and analyze trademark data. Users can quickly generate reports or search using any field or combination of fields within the system. With various report formats and export options, including the ability to export and manipulate logos/images in Excel, this system allows for easy data handling. Users can also design custom reports to their exact specifications and save criteria for faster generation of standard reports. Schedule daily, weekly, and monthly docket and portfolio reports to be sent out automatically to predefined recipients, ensuring timely delivery and compliance.
Electronic Workflow & Document Management
CPI’s Trademark Management Software provides the necessary tools to electronically manage communication across all parties in your trademark process. Set up and automate tasks/events to keep responsible parties informed of upcoming deadlines and actions. Trigger events allow seamless task transfer, ensuring efficient workflow and minimizing human error. The system also supports the uploading of documents, emails, and images, organizing them for easy retrieval. Electronic correspondence and documents can be auto populated using CPI’s Quick Email and Letter Generation modules, ensuring accuracy and consistency in communications.
New Data Import & Export Functions
Our Trademark Portfolio Onboarding module is designed to efficiently handle new client intakes or recently acquired IP cases, significantly reducing labor costs and resource usage. Users can quickly and electronically upload bulk data sets into the CPI trademark system. Once uploaded, the software automatically cross-checks your records with trademark office data to ensure your data is both accurate and complete. Additionally, users can easily export data into Excel files or access it regularly through the system’s built-in API, ensuring seamless data management and integration with other systems.
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.