DocketTrak Features
DocketTrak combines intellectual property docketing, automated deadline management, reporting, communications, office integrations and secure collaboration in one cloud-based system. Explore the feature groups below, then select Learn More for detailed explanations of individual capabilities.
Core Docketing
Patent Docketing
Manage US and international patent records, prosecution activity, deadlines, documents and related communications in a centralized system.
- Dedicated patent fields and customizable record data
- Automated rules for calculating events and deadlines
- PAIR Connect integration with USPTO Patent Center and MyUSPTO
- Patent e-Office Action email integration
- Patent Update Service
- PTO Import connection to the US public patent database
- Automated confirmation and summary emails
- User-customizable deadline-calculation templates
Trademark Docketing
Manage domestic and international trademark portfolios with automated record creation, deadline calculations and trademark-office updates.
- Dedicated trademark fields and customizable record data
- Automated rules for prosecution and renewal deadlines
- Automatic US trademark record creation
- Trademark Update Service
- PTO Import connection to the USPTO
- Automated US trademark de-docketing
- Automatic trademark image downloads
- Madrid Protocol portfolio management
- Automated summary emails
- User-customizable deadline-calculation templates
Other Record Types
Manage additional legal matters alongside patents and trademarks without maintaining separate tracking systems.
- Copyrights
- Domain names
- Franchises
- User-defined record types
- Customizable events and deadline templates
Automation and Integration
Patent and Trademark Office Integrations
Connect DocketTrak with patent and trademark offices to update records, detect changes and automate docketing activity.
- Trademark integrations for the United States, Canada, Australia, New Zealand, United Kingdom, European Union and WIPO
- Patent integrations for the United States and Canada
- Automatic updating when office data changes
- PTO Import for reviewing and importing current office data
- View at PTO links from DocketTrak to corresponding office records
- Automatic execution of deadline-calculation rules
- Summary emails showing changes made to subscriber records
Deadline and Reminder Management
Calculate, prioritize, communicate and complete important events and due dates using configurable docketing rules.
- Automated deadline calculations
- Standard patent and trademark docketing rules
- Subscriber-customizable deadline-calculation templates
- Rules that accommodate changes in laws across transition dates
- Color-coded reminder priorities
- Automated reminder emails
- Responsible-user assignments
- Completion and activity tracking
- Custom event classifications, such as statutory, reminder or status-check events
- Automated trademark de-docketing based on USPTO activity
Documents and Communications
Generate consistent correspondence using data stored in DocketTrak and keep supporting materials associated with the appropriate records.
- DocketForm Word form letters
- Customized email templates
- Automatic generation and sending of form letters and emails
- Merge fields populated from DocketTrak records
- Tables containing upcoming events and deadlines
- Supporting files and documents attached directly to DocketTrak records
- Activity Log to track activities by date
Outlook, Email and Calendar Integration
Make DocketTrak events available in the calendar and practice-management tools your team already uses.
- Outlook calendar integration
- Google Calendar integration
- iCal-compatible calendar integration
- Clio integration
- Automatic calendar updates when DocketTrak events change
- User-specific calendar feeds based on record access
- DocketTrak remains the authoritative source for docketing events and due dates
Reporting, Collaboration and Control
Reporting, Search and Dashboards
Create focused views of portfolio information, find records quickly and export the results for further analysis or distribution.
- Customizable views and grid columns
- Fast searches across DocketTrak records
- Custom search criteria
- Advanced AND, OR and NOT search operators
- Saved Searches
- Dynamic date ranges such as Today, Next Week or Last Month
- Easy Excel exports by clicking the Excel button
- Find tool
- Responsible-user assignments for attorneys and paralegals
- Optional Scheduled Views for automated delivery of reports
Client Access and Collaboration
Give clients and other authorized users direct access to the information that is relevant to them.
- Secure client logins
- Read-only access
- Access limited to authorized client records
- Client-specific views and reporting
- Unlimited client user accounts
Audit and Data Integrity
Review changes, investigate record activity and recover information when necessary.
- Change Log showing previous and new field values
- Identification of who made each change and when
- Account Health Dashboard
- Transaction History
- Record History
- Changes to events, deadlines, notes and completion status
- Deleted-record recovery
- Excel export of audit information
Data and Infrastructure
Migration, Import and Data Management
Move existing data into DocketTrak, make large-scale updates and retain control over subscriber information.
- Migration from other docketing systems
- Bulk patent, trademark and other record imports
- Excel-based data importing
- Mass record updates
- Automatic execution of docketing rules during imports
- Local data backup to Excel
- Assistance with data conversion and onboarding
Security and Reliability
Protect docketing information through encrypted storage and transmission, controlled user access, redundant backups and secure US-based cloud infrastructure.
- Hosted on multiple Amazon Web Services servers in the United States
- DocketTrak software and subscriber data always stored within the United States
- SSL-encrypted transmission between users and DocketTrak
- AES database encryption, including Transparent Data Encryption for data at rest
- Uploaded documents encrypted and stored in an obfuscated location
- Encryption keys protected separately from the application servers
- Four-tier backup strategy, including real-time, 15-minute incremental and nightly full backups
- Daily, weekly and monthly backup retention
- On-demand Excel export of subscriber data
- Two-factor authentication available at the account or individual-user level
- Customizable account-wide password-strength capability
- Automatic account lockout after repeated unsuccessful login attempts
- User access controls that restrict information to authorized users
- Continuous antivirus and anti-malware monitoring
- 24/7 system access and availability
Optional Modules
Extend DocketTrak with six optional modules to expand DocketTrak capabilities for specialized legal and reporting requirements.
DocketWatch
Monitor USPTO trademark activity for applications that may conflict with trademarks in your portfolio.
- Automated monitoring of newly filed applications
- Section 2(d) office-action alerts for likelihood of confusion
- Alerts when a previously refused application is approved for publication
- Automated AutoWatch monitoring based on existing DocketTrak trademark records
- Customizable trademark watch record capability
Litigation
Manage disputes, infringement matters, litigation proceedings and TTAB cases in a dedicated record type.
- Plaintiff, defendant, jurisdiction and proceeding information
- Custom litigation types, statuses and activities
- Links to related patent and trademark records
- Events, schedules and deadlines
- TTAB data integration
- Automatic TTAB record updates
- Automatic creation and updating of TTAB events and due dates when TTAB schedules change
- Supporting document attachments
Contracts
Track contracts, agreements, leases and other time-sensitive documents together with their events and deadlines.
- Separate contract and lease records
- Parties, departments and agreement details
- Effective, execution and expiration dates
- Renewal terms and notice periods
- Termination provisions
- Custom contract events and deadlines
- Automated deadline-calculation templates
- Contract document attachments
Corporate Entities
Track corporate entities and their recurring compliance requirements.
- Corporations, LLCs, LLPs and other entity types
- Jurisdiction and formation information
- Annual-report deadlines
- Tax due dates
- Entity status and identifying information
- Accountants and other responsible contacts
- Automated reminders for recurring obligations
International Trademark Integration
Add automated trademark integrations for additional countries beyond the one patent or trademark country integration included with every edition.
- Canada, Australia and New Zealand
- United Kingdom and European Union
- WIPO international trademark registrations
- Automated updates using available official office data
- $50 per month with every DocketTrak edition
Scheduled Views
Automatically distribute DocketTrak reports to selected recipients on a recurring schedule.
- Schedule any DocketTrak view
- Send reports by email or as attached Excel files
- Select the recipients, delivery day and delivery time
- Report on upcoming deadlines, recent changes or portfolio activity
- Use Saved Searches and dynamic date ranges
- Deliver information without requiring recipients to log into DocketTrak
Never forget...
If you would like more information or would like a demo, just let us know.
