IP Management
Software Comparisons
We are IP attorneys who understand that the right technology is essential to a modern legal practice. Here is an expert guide to IP management software comparisons to ensure you are making the best possible choice for your unique business needs.
IP Professionals Need Digital Transformation
with Robust APIs & Cloud Connectivity
A major change in IP practice technology is underway, with intelligent automation increasingly taking place outside of traditional IP systems.
This makes seamless connectivity to the cloud’s IP ecosystem the most important capability for any IP management system. Firms that embrace digital transformation are significantly more likely to gain new clients.
IP Management Software Comparisons
A major change in IP practice technology is underway, with intelligent automation increasingly taking place outside of traditional IP systems.
This makes seamless connectivity to the cloud’s IP ecosystem the most important capability for any IP management system. Firms that embrace digital transformation are significantly more likely to gain new clients.
AppColl®
System
- AppColl®
- BHAI integrated system, which provides for fully integrated docketing
- Open system
Type/API
- Multi-tenant, web-based system
- Has quasi-API
- Works “out-of-the-box”
Best For
Small to medium-sized law firms and corporate departments.
Notes
- Facilitates digital transformation of practice
- Excellent value
- Good US but limited international country law
- Easy to use
- Some configurability
- Excellent customer support
★ Patricia®
System
- ★ Patricia® from Patrix®
- BHAI integrated system, which provides for fully integrated docketing
- Open system
Type/API
- Highly customizable, single-tenant system.
- Strong web-services API allows for ready integration with tools, systems, and third-party offerings
Best For
Medium to large law firms or corporate departments that do internal patent and trademark prosecution.
Notes
- Facilitates the digital transformation of your practice
- Strong US and foreign country law
- Strong support for prosecution practices
- Great for power users who want to customize their systems
- Not an out-of-the-box tool
FoundationIP®
System
- FoundationIP® from CPA®/Clarivate®
- BHAI integrated system, which provides for fully integrated docketing
- Open system
Type/API
- Leader in native multi-tenant, web-based systems
- Strong API allows for ready integration with tools, systems, and third-party offerings
Best For
Popular with medium to large law firms and some corporate departments that do heavy internal patent and trademark prosecution.
Notes
CPI®
System
- CPI® from Computer Packages Inc
- BHAI integrated system, which provides for fully integrated docketing
- Open system
Type/API
- Single-tenant system
- Strong web-services API allows for ready integration with tools and systems and third-party offerings
- CPI® will customize upon request
Best For
Very popular with medium to large law firms or corporate departments that do internal patent and trademark prosecution.
Notes
- Strong API facilitates digital transformation of practice
- Strong US and foreign country law
- Configurable with software customizations
- A top choice for docket-centric needs and API allows for integration with automated docketing services
IPFolio®
System
- IPFolio® from CPA®/Clarivate®
- BHAI integratable system, which provides for fully integrated docketing
- Open system
Type/API
- Built on SalesForce platform
- Strong web-services API allows for ready integration with tools and systems and third-party offerings
- Customizable within the SalesForce platform
Best For
Good corporate feature set and newer design.
Notes
- Strong API capabilities facilitates digital transformation of practice
- Geared to corporate department requirements
- Clarivate/CPA works well with other best-in-class vendors to facilitate integration into IP ecosystem
Memotech®
System
- Memotech® from CPA®/Clarivate®
- No API
- Open system
- BHAI manual data entry
Type/API
- Single-tenant system with large installed base of corporate users
- Has web interface but lack of API hinders integration with tools and systems and third-party offerings
- CPA®/Clarivate® will customize upon request
Best For
Corporate only features – not used by law firms.
Notes
- No API but can access DB directly to facilitate digital transformation of practice with open connectivity
- Strong corporate feature set.
Anaqua®
System
- Anaqua®
- No API
- Closed system
- BHAI manual data entry
Type/API
- Single-tenant system with growing installed base of corporate users
- Has web interface but lack of API and policy against working with third party IP vendors precludes integration with best-in-class options for digital transformation
Best For
Core market is corporate focus with strong corporate feature set. Law firm system less optimal for patent prosecution support. Low penetration of law firm market.
Notes
- Lack of connectivity with other systems and vendors thwarts digital transformation of practice
- Strong corporate feature set
- The most expensive system
Pattsy®
System
- Pattsy®
- No API
- Closed system
Type/API
- Offers web interface
Best For
Law firm focused system similar to CPI®. Lesser used system but reasonably sized installed base.
Notes
- Lacks API so not optimal for digital transformation efforts
- Best known for trademark capabilities
- Low market penetration for patent prosecution firms.
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