FlexTrac

Key Features and Functions include:

Automated IP Docketing
FlexTrac includes automated docketing rules for U.S. patents, trademarks, and PCT matters. Users can generate docketing tasks and due dates based on configurable triggering events.

Custom Reminder Rules
The platform allows creation of custom reminder triggers for internal and external deadlines, supporting tailored task workflows across diverse IP portfolios.

Executive Insight Dashboard
A dashboard module provides visualization of key performance indicators across IP matters, aiding strategic oversight.

Time Tracking and Billing (EfforTrac)
Integrated time tracking and billing functions enable users to manage client invoicing without exporting data to external systems.

Outlook Integration
FlexTrac supports integration with Microsoft Outlook to synchronize reminders directly with users’ calendars.

Prior Art Management
The Prior Art module organizes and tracks references across matter families and supports generation of Information Disclosure Statements.

Custom Reporting Tools
Users can build and schedule custom reports and export data for spreadsheet analysis.

Forms Library
An extensive library of up-to-date forms and letters (including USPTO forms) can be populated with data stored in the FlexTrac system.

User Access Controls
Fine-grained permission settings let administrators restrict module access and define editing rights per user.

Data Import/Export Assistance
FlexTrac’s support team assists with migration from legacy systems and data import/export processes.

Client Web Access & Inventor Portal
WebAccess and inventor portal modules allow external stakeholders to view docket status and collaborate on IP matters remotely.