Duane Morris LLP was one of the first of the US-based IP practices to really understand what Patricia® could do for them in a financial, business and IP management sense. Firm partner Lewis Gould describes the evaluation, procurement and implementation process.
Duane Morris recognised a need to provide a better IP docketing system. The new docketing system needed to be user-friendly and give users the ability to create reports quickly and efficiently. It also needed to provide a flexible solution for incorporating the dockets of lateral hires during the firm’s growth cycle and to integrate the firm’s nine separate IP docketing databases into a master database. Finally, it was vital that it work well within the firm’s existing infrastructure.
Together, we named a new docketing system committee, which consisted of five IP partners, two IP docket clerks and five information services (IS) representatives. With the stated goals in place and the committee named, the soft ware selection process began.
With input from the IP partners and after a month-long search, the firm’s IS representatives identified five potentially suitable IP docketing systems. Formal presentations to the committee were arranged. These were of tremendous benefit to the committee. The partners learned how the latest technologies could help them manage their practice better, provide better cost controls and streamline their workflows.
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Patricia, IP management, IP docketing
