[E-trademarks] Docketing software

Fri Jan 17 17:10:26 UTC 2025

Our firm made the same decision --  ultimately moving forward with WebTMS.  We have been generally satisfied with the platform.

Julia Matheson
Potomac Law Group

From: E-trademarks <e-trademarks-bounces at oppedahl-lists.com> On Behalf Of Rosie Yang via E-trademarks
Sent: Friday, January 17, 2025 11:43 AM
To: For trademark practitioners. This is not for laypersons to seek legal advice. <e-trademarks at oppedahl-lists.com>
Cc: Rosie Yang <rosieyang1 at gmail.com>
Subject: Re: [E-trademarks] Docketing software

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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<mailto: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://urldefense.proofpoint.com/v2/url?u=https-3A__www.altlegal.com_pricing_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=8a5ZW14skhxrLynoC9Lhgvu9vl8vZto91uPOm7zRCJw&m=zsPjUWpg7W7vB-zsgoQt-PuVMhJ8Ufkuh7VaJ8mt0vBLTRKiG0j6cwVcTCmrqI0A&s=WhYDu5tgXQWtzCMKgW55J7fmI3OoY1ae9rN18gFAgMM&e=>) and they are invested in your growth and success.

Steven T. Cooper
Partner, Ware Fressola Maguire & Barber LLP

Email: stc at warefressola.com<mailto:stc at warefressola.com>
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From: E-trademarks <e-trademarks-bounces at oppedahl-lists.com<mailto: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<mailto:e-trademarks at oppedahl-lists.com>>
Cc: Laura Geyer <lgeyer at ndgallilaw.com<mailto:lgeyer at ndgallilaw.com>>; Kelcey Patrick-Ferree <kpf at patrickferreelaw.com<mailto: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)
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From: E-trademarks <e-trademarks-bounces at oppedahl-lists.com<mailto: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<mailto:e-trademarks at oppedahl-lists.com>>
Cc: Mark Kaufman <kaufman at kaufmankahn.com<mailto:kaufman at kaufmankahn.com>>; Kelcey Patrick-Ferree <kpf at patrickferreelaw.com<mailto:kpf at patrickferreelaw.com>>
Subject: Re: [E-trademarks] Docketing software

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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
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From: E-trademarks <e-trademarks-bounces at oppedahl-lists.com<mailto: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<mailto:e-trademarks at oppedahl-lists.com>>
Cc: Kelcey Patrick-Ferree <kpf at patrickferreelaw.com<mailto: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<tel:%28612%29%20568-5573>
Email: kpf at patrickferreelaw.com<mailto:kpf at patrickferreelaw.com>

On Thu, Jan 16, 2025 at 11:08 PM Pamela Chestek via E-trademarks <e-trademarks at oppedahl-lists.com<mailto: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
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Unit 4316
El Dorado Hills, CA 95762
+1 919-800-8033
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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

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