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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>I would also agree with the Alt Legal recommendations, I have used it for several years now and like it a lot. As my firm and I also do a lot of patents, we have recently started using AppColl, which has more robust patent docketing features, and after seeing that program\u2019s trademark docketing/services, I would say Alt Legal is significantly better with trademarks.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Alt Legal is less fully automated for international than it is with US (it will add US matters automatically to your docket when it sees your email address(es) in the correspondence field), but it does update and docket international trademark matters. When Alt Legal flags information in one of your foreign marks has changed at the local IP office, it includes them in a \u201cTrademark Data Review\u201d section of the activity email they send out based on your settings, so you would know something has changed and be able to check it. When a foreign renewal is filed and you mark it filed, it will automatically docket the next renewal.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>The people at Alt Legal are also great to work with when you have questions, and they offer additional services on top of the docketing (2d watch, Application Match). Their fees are based on the number of matters, so maybe it could be pricier for large portfolios, but I\u2019ve appreciated the way they do it because the cost is transparent (I feel it\u2019s one of the few that actually lists pricing on their <a href="https://www.altlegal.com/pricing/">website</a>) and they are invested in your growth and success.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><b><i><span style='font-family:"Times New Roman",serif;color:black'>Steven T. Cooper</span></i></b><b><i><span style='font-size:10.0pt;font-family:"Times New Roman",serif;color:black'><br></span></i></b><span style='font-size:10.0pt;font-family:"Times New Roman",serif;color:black'>Partner, Ware Fressola Maguire & Barber LLP</span><span style='font-size:10.0pt;font-family:"Times New Roman",serif;color:#002060'><br></span><span style='font-size:6.0pt;font-family:"Times New Roman",serif;color:#002060'><br></span><span lang=FR-CA style='font-size:10.0pt;font-family:"Times New Roman",serif'>Email: </span><a href="mailto:stc@warefressola.com"><span lang=FR-CA style='font-size:10.0pt;font-family:"Times New Roman",serif'>stc@warefressola.com</span></a><span lang=FR-CA style='font-size:10.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual'><br></span><span lang=FR-CA style='font-size:10.0pt;font-family:"Times New Roman",serif'>Phone: 203-261-1234 | Mobile:<b><span style='color:#5B9BD5'> </span></b>203-414-7294<br></span><span style='font-size:10.0pt;font-family:"Times New Roman",serif'>755 Main Street, Bradford Green Bldg. 5<br>Monroe, CT 06468<br></span><a href="http://www.warefressola.com/"><span style='font-size:10.0pt;font-family:"Times New Roman",serif'>www.warefressola.com</span></a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Times New Roman",serif'>*********************************************************</span><span style='font-size:9.0pt;font-family:"Times New Roman",serif'><br></span><span style='font-size:10.0pt;font-family:"Times New Roman",serif'>This e-mail and any attachments are intended solely for the intended recipient(s) and may contain confidential and/or privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you have received this email in error, please notify us immediately by reply email and destroy all copies of this email and any attachments. <br>*********************************************************<o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> E-trademarks <e-trademarks-bounces@oppedahl-lists.com> <b>On Behalf Of </b>Laura Geyer via E-trademarks<br><b>Sent:</b> Friday, January 17, 2025 10:08 AM<br><b>To:</b> For trademark practitioners. This is not for laypersons to seek legal advice. <e-trademarks@oppedahl-lists.com><br><b>Cc:</b> Laura Geyer <lgeyer@ndgallilaw.com>; Kelcey Patrick-Ferree <kpf@patrickferreelaw.com><br><b>Subject:</b> Re: [E-trademarks] Docketing software<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I can second that AltLegal is good for domestic trademark management. The need to physically enter foreign properties manually is an issue. I know they don\u2019t always update their own rules frequently, but when I was using CPI they were always on top of those. It also doesn\u2019t auto-populate TTAB matters like some programs do.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>But if you have a small or no int\u2019l docket and have a reliable person to stay on top of what *<b>does</b>* have to be entered, the price is temptingly low, that\u2019s for sure.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><b><span style='color:#174E86;mso-ligatures:standardcontextual'>Laura Talley Geyer</span></b><span style='color:#333333;mso-ligatures:standardcontextual'> | </span><b><span style='color:#666666;mso-ligatures:standardcontextual'>Of Counsel</span></b><span style='color:black;mso-ligatures:standardcontextual'> </span><span style='font-size:11.0pt;color:black;mso-ligatures:standardcontextual'><o:p></o:p></span></p><p class=MsoNormal><b><span style='color:#174E86;mso-ligatures:standardcontextual'><o:p> </o:p></span></b></p><p class=MsoNormal><b><span style='color:#174E86;mso-ligatures:standardcontextual'>ND Galli Law LLC</span></b><span style='color:black;mso-ligatures:standardcontextual'><o:p></o:p></span></p><p class=MsoNormal><span style='mso-ligatures:standardcontextual'>1200 G Street, N.W., Ste 800<o:p></o:p></span></p><p class=MsoNormal><span style='mso-ligatures:standardcontextual'>Washington, DC 20005<o:p></o:p></span></p><p class=MsoNormal><span style='mso-ligatures:standardcontextual'>Tel: (202) 599-9019 (direct)<o:p></o:p></span></p><p class=MsoNormal><span style='mso-ligatures:standardcontextual'><a href="https://ndgallilaw.com/laura-geyer/">https://ndgallilaw.com/laura-geyer/</a><o:p></o:p></span></p><p class=MsoNormal><span style='mso-ligatures:standardcontextual'><a href="https://ndgallilaw.com/">https://ndgallilaw.com/</a><o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> E-trademarks <<a href="mailto:e-trademarks-bounces@oppedahl-lists.com">e-trademarks-bounces@oppedahl-lists.com</a>> <b>On Behalf Of </b>Mark Kaufman via E-trademarks<br><b>Sent:</b> Friday, January 17, 2025 7:56 AM<br><b>To:</b> For trademark practitioners. This is not for laypersons to seek legal advice. <<a href="mailto:e-trademarks@oppedahl-lists.com">e-trademarks@oppedahl-lists.com</a>><br><b>Cc:</b> Mark Kaufman <<a href="mailto:kaufman@kaufmankahn.com">kaufman@kaufmankahn.com</a>>; Kelcey Patrick-Ferree <<a href="mailto:kpf@patrickferreelaw.com">kpf@patrickferreelaw.com</a>><br><b>Subject:</b> Re: [E-trademarks] Docketing software<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal style='margin-bottom:12.0pt'><b><span style='color:#CC0000'>EXTERNAL EMAIL</span></b><o:p></o:p></p><div><p class=MsoNormal><span style='font-size:11.0pt'>Alt-Legal has been good for international, to a pint: it does not update the status of a trademark in all countries \u201cautomatically\u201d, but then again, only as fast as those countries update their own databases. Some require manual input. But it\u2019s nice to plug in a new registration outside of the U.S., and it populates in Alt Legal.</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt'>Thanks,<br>Mark</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt'> </span><o:p></o:p></p><p class=MsoNormal><span lang=NL style='font-size:10.0pt;font-family:"Book Antiqua",serif'>Mark S. Kaufman</span><o:p></o:p></p><p class=MsoNormal><span lang=NL style='font-size:10.0pt;font-family:"Book Antiqua",serif'>Kaufman & Kahn, LLP</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'>Email: <a href="mailto:kaufman@kaufmankahn.com"><span style='color:#0563C1'>kaufman@kaufmankahn.com</span></a> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'><a href="http://www.kaufmankahn.com/"><span style='color:#0563C1'>www.kaufmankahn.com</span></a></span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'>10 Grand Central</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'>155 East 44<sup>th</sup> Street, 19<sup>th</sup> Floor</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'>New York, NY 10017</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'>Mobile: +1 (917) 453-7807</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'>Tel.: (212) 293-5556, x 2</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Book Antiqua",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><img border=0 width=371 height=51 style='width:3.8645in;height:.5312in' id="Picture_x0020_1" src="cid:image001.png@01DB68CB.3D91D9A0"></span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>This email is intended only for the party to whom it is addressed and may contain privileged or confidential information. If you are not the intended recipient, you are hereby notified that any use, dissemination or copying of this email is prohibited. If you have received this email in error, kindly notify us immediately, return the email to us, and destroy any electronic or other copies of the email (including any notification to us in your \u201cSent\u201d folder). Thank you in advance for your cooperation and courtesy.</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt'> </span><o:p></o:p></p><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> E-trademarks <<a href="mailto:e-trademarks-bounces@oppedahl-lists.com">e-trademarks-bounces@oppedahl-lists.com</a>> <b>On Behalf Of </b>Kelcey Patrick-Ferree via E-trademarks<br><b>Sent:</b> Friday, January 17, 2025 12:15 AM<br><b>To:</b> For trademark practitioners. This is not for laypersons to seek legal advice. <<a href="mailto:e-trademarks@oppedahl-lists.com">e-trademarks@oppedahl-lists.com</a>><br><b>Cc:</b> Kelcey Patrick-Ferree <<a href="mailto:kpf@patrickferreelaw.com">kpf@patrickferreelaw.com</a>><br><b>Subject:</b> Re: [E-trademarks] Docketing software</span><o:p></o:p></p></div><p class=MsoNormal> <o:p></o:p></p><div><div><p class=MsoNormal>Domestic and international.<o:p></o:p></p></div><div><p class=MsoNormal><br clear=all><o:p></o:p></p></div><div><div><div><div><div><p class=MsoNormal><b><span style='font-size:9.5pt;color:#000099'>Kelcey Patrick-Ferree </span></b><o:p></o:p></p></div></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Phone: (IA): (319) 383-0659</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Phone (MN): <a href="tel:%28612%29%20568-5573" target="_blank"><span style='color:#1155CC'>(612) 568-5573</span></a></span><o:p></o:p></p><div><p class=MsoNormal><span style='font-size:9.5pt'>Email: <a href="mailto:kpf@patrickferreelaw.com" target="_blank">kpf@patrickferreelaw.com</a></span><o:p></o:p></p></div></div></div></div></div><p class=MsoNormal> <o:p></o:p></p></div><p class=MsoNormal> <o:p></o:p></p><div><div><p class=MsoNormal>On Thu, Jan 16, 2025 at 11:08<span style='font-family:"Arial",sans-serif'>\u202f</span>PM Pamela Chestek via E-trademarks <<a href="mailto:e-trademarks@oppedahl-lists.com">e-trademarks@oppedahl-lists.com</a>> wrote:<o:p></o:p></p></div><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt'><div><p>Do you manage trademarks internationally or just domestic? That makes a big difference in TM docketing.<o:p></o:p></p><p>Pam<o:p></o:p></p><div><p class=MsoNormal style='margin-bottom:12.0pt'>Pamela S. Chestek<br>Chestek Legal<br>PLEASE NOTE OUR NEW MAILING ADDRESS<br>4641 Post St.<br>Unit 4316<br>El Dorado Hills, CA 95762<br>+1 919-800-8033<br>pamela@chesteklegal<br><a href="http://www.chesteklegal.com" target="_blank">www.chesteklegal.com</a><o:p></o:p></p></div><div><p class=MsoNormal>On 1/16/2025 8:38 PM, Kelcey Patrick-Ferree via E-trademarks wrote:<o:p></o:p></p></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><div><p class=MsoNormal>All of the threads about this are pretty old, so I am reviving this question.<o:p></o:p></p></div><div><p class=MsoNormal> <o:p></o:p></p></div><div><p class=MsoNormal>What docketing software do you love? I'm looking for something for trademarks and litigation (IP and business, primarily). Clio integration would be helpful.<o:p></o:p></p></div><div><p class=MsoNormal> <o:p></o:p></p></div><div><p class=MsoNormal>Warm regards,<o:p></o:p></p></div><div><p class=MsoNormal>Kelcey<o:p></o:p></p></div><div><p class=MsoNormal><br clear=all><o:p></o:p></p></div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p class=MsoNormal><b><span style='font-size:9.5pt;color:#000099'>Kelcey Patrick-Ferree </span></b><o:p></o:p></p></div><p class=MsoNormal><span style='font-size:9.5pt'>Attorney and Owner</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'> </span><o:p></o:p></p></div><p class=MsoNormal><span style='font-size:9.5pt'>* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *<br><b><span style='color:#000099'>Patrick-Ferree Law, P.L.L.C.</span></b></span><o:p></o:p></p><div><p class=MsoNormal><span style='font-size:9.5pt'>By Appointment: 136 S. Dubuque St., Iowa City, IA 52240</span><o:p></o:p></p></div><p class=MsoNormal><span style='font-size:9.5pt'>Mail: P.O. Box 148, Iowa City, IA 52244 </span><o:p></o:p></p><div><div><p class=MsoNormal><span style='font-size:9.5pt'>Phone (IA): (319) 383-0659</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Phone (MN): <a href="tel:%28612%29%20568-5573" target="_blank"><span style='color:#1155CC'>(612) 568-5573</span></a></span><o:p></o:p></p></div><div><div><p class=MsoNormal><span style='font-size:9.5pt'>Email: <a href="mailto:kpf@patrickferreelaw.com" target="_blank">kpf@patrickferreelaw.com</a></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Web: <a href="https://patrickferreelaw.com" target="_blank">https://patrickferreelaw.com</a></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Payments: <a href="https://patrickferreelaw.com/payments/" target="_blank">https://patrickferreelaw.com/payments/</a></span><o:p></o:p></p></div><div><div><p class=MsoNormal><span style='font-size:7.5pt'> </span><span style='font-size:9.5pt'><br>* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *</span><o:p></o:p></p></div></div></div></div></div><p class=MsoNormal> <o:p></o:p></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p class=MsoNormal> <o:p></o:p></p></blockquote></div><p class=MsoNormal>-- <br>E-trademarks mailing list<br><a href="mailto:E-trademarks@oppedahl-lists.com" target="_blank">E-trademarks@oppedahl-lists.com</a><br><a href="http://oppedahl-lists.com/mailman/listinfo/e-trademarks_oppedahl-lists.com" target="_blank">http://oppedahl-lists.com/mailman/listinfo/e-trademarks_oppedahl-lists.com</a><o:p></o:p></p></blockquote></div></div></div></body></html>