Overview

AppColl® is a cloud-native IP management platform serving IP law firms and corporate IP departments across a range of organization sizes. The platform is organized into product tiers for law firms and corporations, each built on a common set of interdependent modules covering docketing, matter management, prior art, documents, billing, reporting, and contacts. All products are subscription-based with no long-term contracts required.

Key Features & Functions:

Patent and Trademark Docketing
A workflow engine supporting docketing and task management for US patents, trademarks, and PCT applications. Includes out-of-the-box docketing tasks and configurable automated workflows with template-driven client and team notifications.

Matter Management
Centralized record of patents, trademarks, copyrights, domains, NDAs, licensing agreements, and litigation. Supports import of existing matters from the USPTO or EPO Espacenet using application or serial numbers.

Prior Art Management
Maintains and manages prior art references across matters, tracks cited and uncited references, and supports cross-citation of references across related applications. Generates IDS Form SB08 directly from the system.

Document Management
Cloud-based document storage supporting drag and drop upload, multiple document revisions, direct email-to-AppColl filing, and task-level file attachments.

Billing and Invoicing
Built-in time tracking and invoice generation with support for LEDES 1998b and Ver. 2.0 formats, retainer management, and payment recording. Integrates with QuickBooks Online in PM Plus.

Reporting
Configurable reports for internal use or client delivery, with scheduling and automated distribution via PDF, spreadsheet, or SFTP transfer.

Conflict Checking
Searches across all matters and contacts, including metadata such as adverse party relationships, keywords, and technology classifications, to identify potential conflicts.

Invention Disclosure Management
PM Invent for law firms and Invention Manager™ for corporations support structured submission, review, feedback, and status tracking for invention disclosures. Patent committee review workflows are included in the corporate version.

AppColl® Tandem™
A no-cost cloud portal for corporate clients of law firms using AppColl, providing automatic data synchronization from outside counsel alongside portfolio visibility, basic editing, and report generation.

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HEADQUARTERS
US
LANGUAGES
English
OFFICES
US
X-Twitter
YEAR FOUNDED
2009
REGIONS SERVED
North America
Areas of Use
TARGET AUDIENCE
Corporate Legal

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