[E-trademarks] Docketing software

Fri Jan 17 16:42:54 UTC 2025

We actually stepped away from AltLegal about a year ago, and went with
WebTMS.  Our primary concern was that we were having problems getting good
reporting out of AltLegal to give to our clients with larger portfolios.

Also, with all these systems, we have found that the data synchronization
from non-US trademark offices is often unreliable/problematic. Because of
sometimes months-long delays in getting the automated data sync, we
routinely have registration certificates or other developments well before
the data comes automatically.  Sync functions also do not tend to include
things like office actions and their deadlines.  Finally, we found that
when we manually docket an item but have data sync turned on, the data sync
will override it, which can be problematic in certain situations.  Risks
will depend of course on where your clients are filing, so just use and
configure any data sync with care - it's not a panacea.

On Fri, Jan 17, 2025 at 10:46 AM Steve Cooper via E-trademarks <
e-trademarks at oppedahl-lists.com> wrote:

> 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’s trademark
> docketing/services, I would say Alt Legal is significantly better with
> trademarks.
>
>
>
> 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 “Trademark Data Review” 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.
>
>
>
> 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’ve appreciated the
> way they do it because the cost is transparent (I feel it’s one of the few
> that actually lists pricing on their website
> <https://www.altlegal.com/pricing/>) and they are invested in your growth
> and success.
>
>
>
> *Steven T. Cooper*
> Partner, Ware Fressola Maguire & Barber LLP
>
> Email: stc at warefressola.com
> Phone: 203-261-1234 | Mobile: 203-414-7294
> 755 Main Street, Bradford Green Bldg. 5
> Monroe, CT 06468
> www.warefressola.com
>
>
>
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> *From:* E-trademarks <e-trademarks-bounces at oppedahl-lists.com> *On Behalf
> Of *Laura Geyer via E-trademarks
> *Sent:* Friday, January 17, 2025 10:08 AM
> *To:* For trademark practitioners. This is not for laypersons to seek
> legal advice. <e-trademarks at oppedahl-lists.com>
> *Cc:* Laura Geyer <lgeyer at ndgallilaw.com>; Kelcey Patrick-Ferree <
> kpf at patrickferreelaw.com>
> *Subject:* Re: [E-trademarks] Docketing software
>
>
>
> 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’t always update their own rules frequently, but when I was using
> CPI they were always on top of those.  It also doesn’t auto-populate TTAB
> matters like some programs do.
>
>
>
> But if you have a small or no int’l docket and have a reliable person to
> stay on top of what **does** have to be entered, the price is temptingly
> low, that’s for sure.
>
>
>
> *Laura Talley Geyer* | *Of Counsel*
>
>
>
> *ND Galli Law LLC*
>
> 1200 G Street, N.W., Ste 800
>
> Washington, DC 20005
>
> Tel: (202) 599-9019 (direct)
>
> https://ndgallilaw.com/laura-geyer/
>
> https://ndgallilaw.com/
>
>
>
> *From:* E-trademarks <e-trademarks-bounces at oppedahl-lists.com> *On Behalf
> Of *Mark Kaufman via E-trademarks
> *Sent:* Friday, January 17, 2025 7:56 AM
> *To:* For trademark practitioners. This is not for laypersons to seek
> legal advice. <e-trademarks at oppedahl-lists.com>
> *Cc:* Mark Kaufman <kaufman at kaufmankahn.com>; Kelcey Patrick-Ferree <
> kpf at patrickferreelaw.com>
> *Subject:* Re: [E-trademarks] Docketing software
>
>
>
> *EXTERNAL EMAIL*
>
> Alt-Legal has been good for international, to a pint:  it does not update
> the status of a trademark in all countries “automatically”, but then again,
> only as fast as those countries update their own databases.  Some require
> manual input.  But it’s nice to plug in a new registration outside of the
> U.S., and it populates in Alt Legal.
>
>
>
> Thanks,
> Mark
>
>
>
>
>
> Mark S. Kaufman
>
> Kaufman & Kahn, LLP
>
> Email:  kaufman at kaufmankahn.com
>
> www.kaufmankahn.com
>
>
>
> 10 Grand Central
>
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>
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>
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>
> Tel.:  (212) 293-5556, x 2
>
>
>
>
>
>
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>
> *From:* E-trademarks <e-trademarks-bounces at oppedahl-lists.com> *On Behalf
> Of *Kelcey Patrick-Ferree via E-trademarks
> *Sent:* Friday, January 17, 2025 12:15 AM
> *To:* For trademark practitioners. This is not for laypersons to seek
> legal advice. <e-trademarks at oppedahl-lists.com>
> *Cc:* Kelcey Patrick-Ferree <kpf at patrickferreelaw.com>
> *Subject:* Re: [E-trademarks] Docketing software
>
>
>
> Domestic and international.
>
>
> *Kelcey Patrick-Ferree *
>
> Phone: (IA): (319) 383-0659
>
> Phone (MN): (612) 568-5573
>
> Email: kpf at patrickferreelaw.com
>
>
>
>
>
> On Thu, Jan 16, 2025 at 11:08 PM Pamela Chestek via E-trademarks <
> e-trademarks at oppedahl-lists.com> wrote:
>
> Do you manage trademarks internationally or just domestic? That makes a
> big difference in TM docketing.
>
> Pam
>
> Pamela S. Chestek
> Chestek Legal
> PLEASE NOTE OUR NEW MAILING ADDRESS
> 4641 Post St.
> Unit 4316
> El Dorado Hills, CA 95762
> +1 919-800-8033
> pamela at chesteklegal
> www.chesteklegal.com
>
> On 1/16/2025 8:38 PM, Kelcey Patrick-Ferree via E-trademarks wrote:
>
> All of the threads about this are pretty old, so I am reviving this
> question.
>
>
>
> What docketing software do you love? I'm looking for something for
> trademarks and litigation (IP and business, primarily). Clio integration
> would be helpful.
>
>
>
> Warm regards,
>
> Kelcey
>
>
> *Kelcey Patrick-Ferree *
>
> Attorney and Owner
>
>
>
> * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
> *Patrick-Ferree Law, P.L.L.C.*
>
> By Appointment: 136 S. Dubuque St., Iowa City, IA 52240
>
> Mail: P.O. Box 148, Iowa City, IA 52244
>
> Phone (IA): (319) 383-0659
>
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>
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