Docketing Automation That Fits Your Practice
DocketTrak includes built-in patent and trademark docketing rules, but your organization’s workflow doesn’t have to stop with the rules supplied by the software.
Built-In Rules Plus Your Own Workflow
DocketTrak’s subscriber-customized Auto Docket Templates can automatically create events, calculate due dates, and add internal reminders based on your organization’s procedures. Templates can use filing dates, prosecution activity, statuses, and other record information to automate repetitive docketing work.
Standard docketing rules provide the foundation. Subscriber-customized Auto Docket Templates extend that automation to the way your firm or legal department actually works.
Use them to create additional deadlines, internal review dates, client-reporting reminders, follow-up events, and other organization-specific docketing activity.
Your docketing software shouldn’t determine your workflow. DocketTrak can automate the workflow that works for you.
Deadline Calculation and Adjustments
Auto Docket Templates can generate multiple events from a single triggering date and account for weekends, U.S. holidays, selected weekdays, month or year boundaries, and transition dates. Templates can be executed manually or automatically by qualifying office integrations and record changes.
Priorities, Reminders and Responsibility
DocketTrak combines color-coded event priorities, responsible-user assignments, user-specific docket views, automated reminder emails, completion tracking and audit histories to manage deadlines from calculation through completion.
Examples of Subscriber-Specific Automation
- Internal review dates before statutory deadlines
- Client-reporting reminders
- Follow-up and status-check events
- Firm- or department-specific procedures
- Rules for litigation, contracts, corporate entities and other supported record types
Never forget...
If you would like more information or would like a demo, just let us know.
