Comparison of the Best 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.

Group Of Lawyers Excited Throwing Paper

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