IP Management Software Systems

Robust API’s and Cloud Connectivity Now Critical for Digital Transformation

  • According to McKinsey, firms that employ digital transformation are 19 times more likely to gain new clients
  • We are currently undergoing a major sea change in IP practice technology 
  • Intelligent automation will take place outside of your IP system
  • This makes CONNECTIVITY to the cloud’s IP ecosystem, and the ability to take advantage of cloud services, the single most important capability of an IP system
  • Luckily, many of today’s IP systems include this capability, but not all – check for yourself below which systems are poised for the future and those that are not

Comparison of Best IP Management Software Systems

High-Level Review/Comparison

BHAI Integrated Systems Provide for Fully Integrated Docketing

Other Systems Automated with Robotic Data Entry

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 and systems and third-party offerings.
  • Best For
    Medium to large law firms or corporate departments that do internal patent and trademark prosecution.
  • Notes
    Facilitates digital transformation of practice. Strong US and foreign country law. Strong support for prosecution practices. Great for power users that 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 and 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
    Powerful API facilitates digital transformation of practice. Strong US and foreign country law. Allows for considerable user-configuration. Strong prosecution practice support but not ideal for most corporate departments.

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 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. Clarivate/CPA 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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