Workflow Management

While today’s docketing systems help store docket, calendar and bibliographic data associated with your patents, they do little to manage or automate the complex steps needed to prosecute a patent, including the creation and review of IP-related forms and documents.

With FTF’s Workflow Management Module, IP teams can automate and manage the business processes associated with creating and prosecuting IP assets.

Workflow enables you to quickly build and configure your physical process into digital ones.

Gain visibility and control over all your IP documents
Significantly reduce missed deadlines and costly late filing fees
Ensure complex, time-sensitive IP management processes are handled efficiently and on time
Improve customer service
Help replace inefficient physical processes with digital prompts
Fully integrated with EFR patent and case files – matter-based workflow
Simple and familiar interface that is easy to learn and use
Eliminate paper and associated costs
Increase efficiency, save time and money

Workflow Features

All case-related tasks visible from within EFR Tri-Fold® view

Create custom, multi-step, multi-participant workflows, including invention disclosure statements, office actions and other custom business processes

Assign tasks to individuals, groups, or ‘work’ pools inside and outside an organization

Embed sub tasks or routines within major action steps to mirror real-life business processes

Personalized dashboards with task inboxes

Report on multiple variables including case, owner, due date or user-definable attributes

Easily view workflow related notes and comments

WIP reporting including both pre-formatted reports as well as ad-hoc reporting